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Introduction

The MCAD Optimizer is an add-on to the Structure Browser Component for efficient working with CAD data. It is leveraging the same navigational capabilities of Value Components and dynamic GUI. The administrator can easily configure new views to display MCAD information according to company requirements. The MCAD Optimizer Component enhances the usability of MCAD integrations for on the 3DEXPERIENCE platform. There are following modules of MCAD optimizer supported:

• MCAD Optimizer for Unified Product Structure

• MCAD Optimizer for X-CAD Designer

• MCAD Optimizer for CATIA (deprecated, MCAD for UPS should be used instead)

Main Capabilities

Open	Navigate Leverage Structure Browser capabilities with complex CAD data Easy to navigate to all related objects & structure management
Open	Consolidate Data from many views all in one Optimized use cases to support work of designers
Open	Integrate Complex CAD functionality available directly in Structure Browser Working with UPS data together with others at same application
Open	My Objects Avoid searching with quick access to your work Graphs with drill down functionality to navigate right data based on various criteria
Open	UPS (Power'By) Navigate UPS data the way you like with configurable views Search for UPS data using configurable forms & table Work with UPS data at 3DSpace application

System Requirements

The following is a list of the minimum requirements for the installation of the MCAD Optimizer. If your system is different, consult TECHNIA before installing.

• 3DEXPERIENCE or previous ENOVIA, MatrixOne version in the range 10.7.1 to R2020X

• TVC Structure Browser

• Browsers according to the 3DEXPERIENCE core product requirements

• Application Server according to the 3DEXPERIENCE core product requirements

• For MCAD For X-CAD Design

  • Application Exchange Framework (AEF) in the range 10.7.1 to R2020X

  • Designer Central, X-CAD Designer / Integration Exchange Framework (IEF) in the range 10.7.1 to R2020X

UPS Navigator

The main features of MCAD Navigator for UPS are listed in following table.

Charts with drill-down Open	Improve overview and support analysis with drill down visualization My root objects dashboard with pre-defined charts & tables My root objects table when Graphic Reporting is not available
Search & Explore Open	Integrated NSX component with configured search for Physical Product, Drawing & 3DShape Product overview dashboard with pre-defined charts & drill downs functionality
Navigate CAD structure Open	Navigation to Physical Product structure including Drawings & 3DShape Navigate to Revisions, Duplicates & Branches of context product Filter structure based on Instances & Rep-Instances Preview data with integrated 3DPlay
Consolidated view with related objects Open	Increased productivity and adoption by doing more from the same view Fast access to Changes, Documents, Parts & Engineering related information Allows to further adapt to your users need by quick configuration

The UPS Optimizer is an add-on to the Structure Browser Component leveraging the same navigational capabilities and dynamic GUI. The administrator can easily configure new views to display UPS related information according to company requirements. The main features of the UPS Optimizer Component are:

• UPS Search – Find UPS objects (Physical Product, 3DShape or Drawing) using TVC: NSX search functionality.

• My Root Products - Designers homepage, displays root UPS objects owned and their structure. Depends on available components users can use two modes:

  • Graphical mode with Find & Analyze drill-down charts and table

    • Available when Graphic Reporting component & license is available

  • Table mode with structure details

    • Available when Graphic Reporting component & license is not available

• UPS Navigator - Displays the UPS structure in a familiar way, and provides access to all needed related objects & some common functions like 3DPlay etc. UPS navigator for context object is available in two commands:

  • UPS Navigator - Channel showing details of context object like Navigate, Revisions, Branches & Duplicates

  • UPS Dashboard - Dashboard with drill-down charts & navigation table

    • Available only when Graphic Reporting component & license is available.

UPS Search

Main functionality of UPS search is to find UPS objects of those types:

• Physical Product,

• 3DShape,

• Drawing

UPS Search is configuration on top of TVC Structure Browser with NSX search functionality. User is able to find data based on following criteria. Form with criteria can be extended by administrator.

• Free Text - Entered value is searched in Title, Name or Description

• Type - Select one of available types

• State - Select state based on policy

• Revision - Select Any or Last revision

• Originated - Pick FROM and/or TO date

• Modified - Pick FROM and/or TO date

• Responsible - Select user who is responsible for data/owner of data

User can save & load search queries.

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UPS Search

My Root Products

My Root Products is homepage for designers and users working with UPS data at 3DSpace application. It displays root UPS objects owned and their structure. Depends on available components users can use two modes:

• Dashboard - Graphical mode with Find & Analyze drill-down charts and table

  • Available when Graphic Reporting component & license is available

• Table mode with structure details

  • Available when Graphic Reporting component & license is not available

Dashboard shows Charts & Table with Drill down options. User can select values from charts and table results is refreshed. Charts are refreshed when user starts to modify some data at table, too. Users can configure their board based on needs. There are list of available charts in My Root Products:

• Type

• Responsible

• Maturity State

• Originated

• Modified

• Reserved By

• Is Last Version

• CAD Master - Display information which CAD was used to create Physical Product

• Content Structure - Display location in Product structure (Root, Intermediate, Leaf, Standalone)

• Have Specification Document

Table Product Structure show all details of Physical Product & Related data

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My Root Products Dashboard

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My Root Products Table

UPS Navigator

Displays the UPS structure in a familiar way, and provides access to all needed related objects & some common functions like 3DPlay etc. UPS navigator for context object is available in two commands:

• UPS Navigator - Channel showing details of context object like Navigate, Revisions, Branches & Duplicates

• UPS Dashboard - Dashboard with drill-down charts & navigation table

  • Available only when Graphic Reporting component & license is available.

UPS Dashboard shows Charts & Table with Drill down options for context Physical Product. User can select values from charts and table results is refreshed. Charts are refreshed when user starts to modify some data at table, too. Users can configure their board based on needs. There are list of available charts in UPS Dashboard:

• Type

• Responsible

• Maturity State

• Originated

• Modified

• Reserved By

• Is Last Version

• CAD Master - Display information which CAD was used to create Physical Product

• Content Structure - Display location in Product structure (Root, Intermediate, Leaf, Standalone)

• Have Specification Document

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UPS Dashboard

UPS Navigate shows channel with more views to context Physical Product:

• Navigate - show table with all details & Related objects

• Revisions - show table with revisions of current context object

• Branches - show table with branches of current context object

• Duplicates - show table with duplicates from context object

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UPS Navigate/Branches view

All views are using same table view with following columns.

UPS Navigator for 3DDashboard

In UPS optimizer following widget configurations are provided to view the unified product structure in 3DDashboards:

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My Root Products

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Context Product Structure - details with 3DPlay

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Context Product Structure - related objects

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UPS Classic & UPS Helium

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Read more about 3DDashboard configurations in TVC: Core Administrator Guide documentation.

Configuring UPS Navigator

UPS Menu for 3DSpace apps

MCADOptimizer schema installation install following schema objects:

UPS Category commands for Physical Product at 3DSpace

MCADOptimizer schema installation install new commands and add to OOTB menu type_VPMReference.

Most of the UPS Navigator configuration can be done through the XML Based Definitions found in the folders WEB-INF/tvc/mcadoptimizer-ups/*. The MCAD Optimizer Administrator should be familiar with these techniques, and refer to the TVC: Structure Browser Administrator Guide and the TVC: XML Configurations documentation for details on how configuration should be performed.

To introduce changes to the xml definitions simply modify the existing ones. Before an upgrade make a backup of the current definitions and merge changes made into the new upgraded definitions.

MCAD Optimizer for X-CAD Designer

X-CAD Designer is the portal to MCAD information managed in 3DEXPERIENCE. The MCAD Optimizer extends the functionality of the X-CAD Designer and provides a CAD-centric view of the data from 3DEXPERIENCE.

The MCAD Optimizer is an add-on to the Structure Browser Component leveraging the same navigational capabilities and dynamic GUI. The administrator can easily configure new views to display MCAD information according to company requirements. The MCAD Optimizer Component enhances the usability of MCAD integrations based on the Integration Exchange Framework (IEF), and is MCAD neutral (works with all MCAD tools supported by the IEF). The main features of the MCAD Optimizer Component are:

• My CAD Objects - CAD Designers Homepage, displays CAD objects owned, originated and locked by that user. Access to all CAD functions. My MCAD Objects is automatically added by the installer.

• MCAD Navigator - Displays the CAD structure in a familiar way, and provides access to all common CAD functions, like Check-out, Rename, Lock/Unlock etc. Shortcuts to related information like lifecycle, preview image and related Drawings. MCAD Navigator is automatically added by the installer.

• MCAD Search – Find CAD object using tvc search functionality. MCAD Search is automatically added by the installer.

My MCAD Objects for X-CAD Designer

"My MCAD Objects" is automatically added to menu "My Desk" → "Designer" → "My MCAD Objects" by the installer to X-CAD Designer application.

This page lists MCAD objects by three different requirements selected by tabs at the top of the page, reducing the number of times the user has to search for designs in the database. Designs Owned, Originated or Locked by the current user are available default.

The view includes a table with the familiar action icons, similarly to the X-CAD Design application search result table, as well as the State, Preview and Related Objects columns from MCAD Navigator (See next chapter for details) and the MCAD Actions toolbar enabling multi object actions such as multi unlock.

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My CAD Objects for X-CAD Designer

MCAD Navigator for X-CAD Designer

"MCAD Navigator" is automatically added to all MCAD Model and MCAD Drawing context menus by the installer to X-CAD Designer application.

The "MCAD Navigator" view can be accessed from the "MCAD Navigator" tree category available on all MCAD Model or MCAD Drawing objects. This view shows an expanded structure of the related CAD-items. If a MCAD Drawing is selected, the Models represented on the Drawing are listed. If a MCAD Assembly is selected, the sub assemblies and components are listed.

The expanded structure is displayed as an indented table and could be navigated by three different views Compact, Exploded and Where Used. Compact is the default view allowing the user to view related drawings in a column. Exploded navigates to the drawings as well allowing the user to perform multi actions on related drawings. Where Used is similar to Compact but with the difference that you navigate in the opposite direction.

The user could navigate an object by three different requirements Navigate, Revisions and Versions. Navigate navigates the relevant object, that is the active version or the revision itself dependent on state. Revisions allow the user to navigate all relevant objects of all revisions in the same navigator. Versions allow the user to navigate all versions of the current revision in the same navigator.

All different tabs navigate structure "As Stored ". The sub-components are the ones (revision/version) that existed in the assembly at check-in. Later revisions or versions could exist and are alerted in the alerts column.

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MCAD Navigator for X-CAD Designer

Key information and common CAD functions are displayed for each of the listed objects. The CAD functions available are Promote, Demote, EBOM Sync, Rename, Save As, Purge, Baseline, Lock, Unlock and Checkout. In addition, there are some special columns available that provides additional information and functions to the user.