Integration with Other Applications > Managing CAD Data > Information Pages Overview > CAD Document Information Page
  
CAD Document Information Page
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CAD document functionality is only available in Windchill PDMLink, Windchill ProjectLink, or Pro/INTRALINK.
A CAD document is a business object that contains a CAD design file (for example, a model or drawing) for management in Windchill. CAD documents typically represent elements of a CAD assembly structure and can be associated to Windchill parts that form a similar product structure, allowing the exchange of attributes between parts and CAD documents.
The CAD document information page is a collection point for information related to the CAD document you are investigating and is accessed by clicking the information icon for the object. The version of the information page displayed (workspace or commonspace) depends on whether the specific version of the object being investigated is in a workspace or in the commonspace.
From the information page, you can perform actions on a CAD document, as well as view the object attributes and any related information.
For an overview of information page functionality, see About Information Pages and Customizing Information Page Tabs.
Workspace and Commonspace Versions
The CAD document information page can report on the CAD document as it exists in the commonspace, or instead view information about the CAD document as it is currently in a workspace.
From a workspace table row, clicking the information icon presents an information page for the workspace version of a CAD document. Clicking the information icon for a CAD document in the commonspace (for example, on a Folders page) accesses the information page for the commonspace version. For clarity, the information page for a CAD document in the workspace displays the workspace icon () near the CAD document's name. A cabinet icon () is displayed on the information page for a CAD document in the commonspace.
From a workspace information page, you can toggle to go to the information page for the commonspace version of the CAD document by clicking the go to information about this object in the commonspace icon . You can go from a commonspace page to a workspace page only if the object is checked out by you. To do so, click the go to information about this object in the workspace icon .
The following table shows the icons for the different workspace designations that are available in the embedded browser:
Icon
Workspace Designation
Active Workspace on Primary server
Active Workspace on an additional server
Inactive Workspace or workspace viewed in a standalone browser
Active Locked Workspace on Primary server
Active Locked Workspace on an additional server
Inactive Locked Workspace
Object Identification and Status Indicators
Near the top of the page, the title area identifies the object by the following attributes:
• <Object type icon>—Icon that represents the document Category or Subcategory (if applicable), for example, CAD Part, Assembly, or Skeleton Model. If the object is a family object, an image identifying the object as either a generic, intermediate generic, or instance is added next to the type icon.
• <Object Type in text>—Textual indication of the CAD document Category.
• Org ID: <org ID> (if applicable at your site)
• Version: <version>
• <status image> (as appropriate)—Indicates the database status of the object
Over or next to the object type icon, the following images can appear to indicate the status of the CAD document.
Image
Status
Description
Checked out by you
Indicates you have an iteration of the object checked out, that is, you are making modifications with the intent of checking in an updated iteration of the object.
Iteration is checked out by another user
Indicates that someone else has an iteration of the object checked out.
A different iteration is checked out
Indicates that another user has a different iteration of the same object checked out.
A different iteration is checked out by you
Indicates that you have a different iteration of the same object checked out.
Pending change
(Windchill PDMLink only) Indicates that a revision has been proposed to a released version of the object. The pending change indicator provides advanced warning, so that proper planning can take place.
Checked out to a project
(Windchill PDMLink or Arbortext Content Manager only) Indicates that the object has been checked out to a project from PDM, resulting in the creation of a project-specific version of the object. Objects checked out to a project can still be modified in PDM.
Checked-out from PDM
(Windchill ProjectLink only) Indicates that the object has been checked out from PDM to the project, such as during the Add to Project operation. Objects checked out from PDM are locked in their original location, and a project-specific version of the object is created in the project.
Shared from PDM
(Windchill ProjectLink only) Indicates that the object is being shared from PDM. Shared objects are readable in the project and are viewable by members of that project.
Shared to ProjectLink
(Windchill PDMLink or Arbortext Content Manager only) Indicates that the object is being shared with a project. When an object is shared to a project, the owner of that object can still modify it within PDM.
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On the information page of a non-latest iteration, there is a Go to Latest link to the left of the Actions menu that takes you to the information page of the latest iteration.
Actions
Information pages contain a list of applicable actions in a menu to the left of the object identification line. See Common Actions for a list of common actions available in Windchill. The availability of these actions depends on the status of the CAD document, as well as your access to it.
For more information about status indicators, see Object Status.
The following actions may be of particular interest for this object.
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The availability of these options depends on the status of the object as well as your access to it. For example, if an object is checked-out, the Check Out action is not available, but Check In and Undo Check Out appear in the actions list.
Action
Description
Open in > Open in <CAD application>
Opens the object in its native authoring application.
Open in > Open in
Presents the default representation of the object (if the object does not have a default representation, the action is visible but disabled)
Add To > Add to Workspace
Presents the Add to Workspace window (for eligible objects).
Add To > Add to Baseline
Presents the Add to Baseline window
Add To > Add to Managed Collection
Presents the Add to Managed Collection window
Add To > Add to Package
Presents the Add to Package window
Add To > Add to My Notebook
Presents the Add to My Notebook window
Build Associated Part
Initiates a build of the owner-associated part’s structure and attributes, as well as its child parts that are out-of-sync with their CAD documents.
Add to Project
(When running Windchill ProjectLink with Windchill PDMLink) Presents the Add Objects to a Project window. (Not applicable for dynamic documents.)
Check Out
Presents the Check Out and Add to Workspace window
Check In
Presents the Check In window
Upload
Presents the Upload window
Undo Check Out
Presents the Undo Check Out window
Edit Attributes
Presents the Edit Attributes window (Not available from the information page of an object viewed in the context of a project. Not applicable to dynamic document iterations; for example, workspace versions)
Edit Attachments
Presents the Edit Attachments window
Revise
Presents the Revise window
Save As
If selected from the commonspace information page, presents the commonspace version of the Save As window, to create new object based on the current object (not applicable for dynamic documents)
If selected from the workspace information page, presents the Workspace Save As window.
Edit Access Control
Presents the Edit Access Control window, allowing the setting of ad hoc access permissions.
Edit Security Labels
Presents the Edit Security Labels window, allowing the viewing and changing of security label values
Export from Workspace
Presents the Export from Workspace window
Move
Presents the Move window, allowing you to specify a new location for the object
Rename
Presents the Rename window
Delete
Presents the Delete window, allowing you to delete the object from the database
Auto Associate
(Windchill PDMLink or Windchill ProjectLink only) Presents the Auto Associate window, allowing you to automatically find or create parts for the CAD document. (Not applicable for dynamic documents)
Edit Association
(Windchill PDMLink or Windchill ProjectLink only) Presents the Edit Associations window, allowing you to create and modify the association of CAD documents and parts. (Not applicable for dynamic documents)
New > New Problem Report
Presents the New Problem Report window, allowing you to create a problem report
New > New Change Request
Presents the New Change Request window, allowing you to create a change request
New > New Variance
Presents the New Variance window, allowing you to create a variance
New > New Change Notice
Presents the New Change Notice window, allowing you to create a change notice
New > New Promotion Request
Presents the New Promotion Request window, allowing you to create a promotion request
New > New Interference Detection Definition
Presents the New Interference Detection Definition window, allowing you to create an interference detection definition
Set State
Presents the Set State window, allowing you to set a life cycle state
Promote
Presents the New Promotion Request window
Subscribe
Presents the Subscribe window, allowing you to request notice of events that affect the object
Copy
Places a copy of the object on the clipboard
Compare > Compare Information
After you find a database object for comparison, presents the Comparison Options window to select object qualities to compare, followed by a Comparison Report
Compare > Compare to Part Structure
Presents the Compare CAD Document to Part window. For more information, see Comparing CAD Document Structure to Part Structure.
Reassign Life Cycles
Presents the Reassign Life Cycle window, allowing you to reassign a life cycle or set a starting life cycle state for an object
Associate Distribution Targets
Presents the Find Distribution Targets window, allowing you to search for and select the distribution targets that are to be used when publishing an object to an ERP system.
Send To Distribution Target
Presents the Send To Distribution Target window, allowing you to publish the object to an associated distribution target.
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To publish only the default representation of an object select Yes in the Use Default Representations field on the User Input window. Otherwise all representations are published.
Tabs
The following tabs are viewable on the CAD document information page. You can customize the tabs that appear on each object information page to display the information most useful to you.
For more information, see Customizing Information Page Tabs.
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Administrators may have modified the tabs that are viewable to you.
Tab
Description
Details
Contains some basic information about the CAD document, including a thumbnail graphic and object attributes, according to the layouts specified at your site.
Typically, the Details tab lists system attributes. See Object Attributes for a list of common attributes available in Windchill.
Structure
The Structure tab on an assembly CAD document’s information page presents a view of CAD structure that comprises the assembly and actions for investigating and editing that structure. For more information, see Viewing Structure Information.
Content
Displays tables listing the primary content, attachments (secondary content), and any representations or annotations of the CAD document.
Related Objects
Displays tables that list other objects that the current CAD document is related to. For more information, see Related Objects Information Tables. By default, the following tables can appear:
• Where Used—Lists the current CAD document and any parent assemblies in which it is a member. For more information, see Viewing Where Used Information
• Related Parts—Displays part objects associated to the CAD document and indicates the association type
• References—Lists other CAD or dynamic documents that the CAD document references
• Referenced By—Lists other CAD or dynamic documents that the CAD document is referenced by
• Source and Image — Lists source and image files (for example, Translated Image Models or TIMs) that are related to the CAD document by using heterogeneous design. For more information, see Source and Image CAD or Dynamic Documents.
• Distribution Targets: Lists the distribution targets the CAD document can be published to.
Changes
(Available for changeable objects, when change management is enabled) The Changes tab by default displays the following tables that provide information regarding any change processes in which the CAD document is involved:
• Issues and Variances
• Change Requests
• Affected by Change Notices
• Resulting from Change Notices
For more information, see Change Information Tables
Traceability
(Available if Windchill Requirements Management is installed. The Traceability tab by default displays the following tables:
• Upstream Traceability
• Downstream Traceability
History
Available on the commonspace information page only. Displays the Version History table and Timeline.
System Attributes
A subset of attributes, which communicates the unique identity of the object, appears on the page. You can view more attributes for the object by adding a new tab and then selecting Customize > General > More Attributes to display the General and System tables of object attributes. For more information, see Customizing Information Page Tabs.
Commonly displayed attributes for CAD documents include those in the following table:
Attribute
Description
Number
The number of the CAD document
Name
The name of the CAD document
File Name
The CAD file name that is the primary content of the CAD document
Version
The revision and iteration of the CAD document
State
The life cycle state of the CAD document
Last Modified
The date and time that the CAD document master was most recently modified
Modified By
The name of the user that last modified the CAD document master
Description
The description note on the CAD document iteration
Type
If the CAD document is a subtype, displays the "Display Name" of the subtype
Document Category
The category and subcategory of the primary content of the CAD document
Location
The current database storage location (context and folder) of the CAD document
Created On
The date and time that the CAD document master was created
Created By
The name of the user that created the CAD document master
Authoring Application
The CAD tool in which the CAD file was created
Missing Dependents
Indicates whether all dependents of the CAD document were checked in or not. (Value: True or False)
Generic
Will be true if the object is generic of a family table
Instance
Will be true if the object is instance of a family table
Incomplete Object
Will be true if the object is a ‘ghost’ object (that is, has incomplete dependencies)
Document Subcategory
Indicates the subcategory of the CAD document
Checkin Comments
Displays the check-in comment of the iteration
Context
Indicates in which context the object resides
Life Cycle Template
Indicates the life cycle template being used for the CAD document
Visualization
The information page may also contain a thumbnail image of the object and access to visualization-related actions and information on the Details tab.
If a thumbnail image appears, clicking it opens the part in Creo View.
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When viewing an information page in the embedded browser in Creo Parametric or the Windchill Workgroup Manager, a PTC Creo View viewable of a CAD document is displayed. Creo View installation is required to display the thumbnail image from the embedded browser. If Creo View is not installed, instead of an image, a link to the Creo View installation utility is provided in the viewing area.
If you are viewing the workspace information page for a CAD document, this viewable displays the object as currently stored in the workspace, not as stored in the database. To see the image as stored in the database, click the go to information about this object in the commonspace icon , provided at the top of the page to go to the information page of the database version of the object.
Click the icons above the image to display a wireframe , show hidden lines , no hidden lines , or shaded (default) view of the object. Moving your mouse while holding down the middle mouse button allows you to rotate the image. Clicking returns the image to its original position after you have rotated it.
Special Considerations for Working with Bundled Servers
Though Windchill PDMLink and Windchill ProjectLink have a common information page design, there are special considerations when working with bundled Windchill PDMLink and Windchill ProjectLink servers. These considerations are as follows:
• When an object is shared or from Windchill PDMLink:
◦ Accessing its information page from Windchill ProjectLink or Windchill PDMLink commonspace presents the object'sWindchill PDMLink commonspace information page, regardless of your access to Windchill PDMLink.
▪ The information page displayed is for the iteration that is contained in the project baseline.
▪ All information in the information page that is access-controlled and for which the user does not have specific access is hidden. Instead of the information, the user is shown <Secured Information>.
◦ Accessing its information page from a Windchill ProjectLink workspace presents the workspace information page in the Windchill PDMLink context.
• When an object is PDM checked-out from Windchill PDMLink:
◦ Accessing its information page from the Windchill ProjectLink commonspace presents the Windchill ProjectLink commonspace information page.
◦ Accessing its information page from the Windchill PDMLink commonspace should lead to its Windchill PDMLink commonspace information page.
◦ Accessing its information page from a Windchill ProjectLink workspace presents the object's Windchill ProjectLink workspace information page.
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A shared object has additional primary attributes, as follows:
• PDM Checkout Status—Whether the object is checked-out from PDM.
• Checkout PDM Version—Version of the object checked-out from PDM
• Resulting PDM Version— Version of the object when sent to PDM from a project