Checking In/Checking Out/Releasing a Product
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Since the process of checking in and checking
out an assembly is quite similar to the life cycle operations on a part, we
will only provide a brief description of each life cycle operation.
Instead, we will describe the unique features provided by SmarTeam which
enable you to manage the assembly, together with its components, as you
create revisions.
For each life cycle operation, you can:
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Check out/in an assembly and all its components
together. For example, you can check out the Ski Draft assembly and
its ten components.
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You can check out/in an assembly and handle each
component individually. For example, you can check out an assembly
and copy all its components to your desktop.
This section provides the following information:
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Handling Components
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SmarTeam enables you to manage an assembly and its components.
You can:
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Check out an assembly and copy all its components to
the desktop.
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Perform the same life cycle operation (Check Out,
Check In, Release) on the assembly and all its
children, by choosing Propagate Operation, as described
in
Propagate Operation.
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For example: You wish to insert a new part into an assembly
to replace an existing part. You can check out the assembly, and copy all
the parts to your desktop, except the part you wish to replace. For that
part, choose the No Operation icon
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When you click OK, the assembly will be checked
out of the vault, and all the children except one will be copied to your
desktop. In SmarTeam, you can replace the old part with a new part at your
desktop to see how it affects the assembly as a whole.
Checking Out
an Assembly (from CATIA)
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If an assembly is displayed at your desktop in read-only mode, you can
choose to check it out in order to modify it. SmarTeam enables you to do
so.
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Display the assembly in CATIA (in read-only mode).
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To check out a document: Select a document (assembly or
part), in SmarTeam
menu, select Life-Cycle >
Check Out .
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In the displayed
Check Out window, fill in the fields.
Check Out windows display SmarTeam information as set in the
Tree Properties dialog box. For more information, see
Customizing SmarTeam Document Display
Information.
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Click
OK.
At your desktop, you can view the assembly and its
components. Those documents that were checked out may be modified. After
you modify the document, remember to apply the SmarTeam > Save
command.
Checking Out an Assembly from a SmarTeam Dialog Box
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If an assembly is checked in to a vault, and it is not currently
displayed at your desktop (in read-only mode), you must locate the assembly
and then select File Operation > Open For...
contextual command to launch it into
CATIA and modify it.
In the displayed Check Out
window,
you can right-click to display a dropdown menu which provides several
life cycle options. These life cycle options can assist you in managing
your assembly. See Life Cycle Options for
details.
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Run a search to locate the assembly that you wish to
check out.
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Right-click the assembly and select File Operation >
Open For...
The Open dialog
box is displayed. By default, the Open as read-only option is selected.
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Check the Open for edit option.
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Click OK.
The Check Out: CATIA Product dialog box appears.
On the left-hand side of the window, the Check Out icon
appears next to the assembly and the Copy File icon appears
next to the components.
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The default operation for the components (Check Out or
Copy File) is determined by the administrator.
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Checking
out All the Components of a Product
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To check out not only an assembly (here CATPRD-0042
Hack_Saw) but also all its components, you need to use the
Propagate Operation contextual
command. This checks out all the documents simultaneously. For more
information, see Life Cycle Options.
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Checking out
Components Individually
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To check out an assembly and some of its components, you
can define an operation for each component as follows:
Either:
Or, more simply,
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Fill in the fields in the displayed revision window, and
click OK.
Checking In/Releasing an
Assembly
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If it is the first time you are checking in the part see
Checking In a Product for the First Time.
SmarTeam provides two methods for
checking in or releasing an assembly:
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Select the part or assembly and choose
SmarTeam > Life Cycle > Check In or Release.
The Check In (Release) window is displayed, as shown in
Checking In a Part.
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Fill in the fields and click OK.
The status of the document is automatically changed to Checked
In. The assembly is now checked into the vault for safekeeping.
A copy of the file remains at your desktop in read-only mode.
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Check in the assembly using the Life
Cycle > Check In (or Life Cycle > Release) capability
(from the SmarTeam menu). Instructions are provided on the
following page.
When you choose the Life Cycle > Check In (or Release)
option from the SmarTeam menu, a
Check In (Release)
window is displayed. In this window you can check in the assembly and
its components at the same time. In addition, you can view life cycle
options which help you manage your assembly, as described in
Life Cycle Options.
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To check in an Assembly
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From the SmarTeam menu, point to Life
Cycle and choose Check In.
The Check In window is displayed. On
the left side of the window, the assembly and its components are
displayed.
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You can either:
Checking
in All the Components of a Product
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To check in all the documents together, right-click and
choose Propagate Operation.
The Check In icon is displayed next to each component in the
tree.
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Fill in the fields in the
Check In window (optional).
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Click OK.
The assembly and its components are checked in to the vault. A copy of
these documents does not remain at your desktop.
Checking in
Components Individually
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To handle each component individually:
Either:
Or, more simply,
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Complete the fields in the displayed window.
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Click OK.
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