1 Legal Notes
2 Introduction
- 2.1 Main Capabilities
- 2.2 System Requirements
3 UPS Navigator
- 3.1 UPS Search
- 3.2 My Root Products
- 3.3 UPS Navigator
- 3.4 UPS Navigator for 3DDashboard
- 3.5 Configuring UPS Navigator
4 MCAD Optimizer for X-CAD Designer
5 MCAD Optimizer for CATIA (Deprecated)
- 5.1 My CATIA Objects
- 5.2 CATIA Navigator
- 5.3 Configuring MCAD Optimizer for CATIA

Legal Notes

PROPRIETARY RIGHTS NOTICE: This documentation is proprietary property of TECHNIA AB. In accordance with the terms and conditions of the Software License Agreement between the Customer and TECHNIA AB, the Customer is allowed to print as many copies as necessary of documentation copyrighted by TECHNIA relating to the software being used. This documentation shall be treated as confidential information and should be used only by employees or contractors with the Customer in accordance with the Agreement.

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)

Optimizer for Unified Product Structure

Set of configurations for Unified Product Structure (UPS) definition used by CATIA 3DEXPERIENCE & PowerBy` X-CAD connectors
Extension for Physical Product (VPM Reference)

MCAD Optimizer for X-CAD Designer

Set of configurations for X-CAD Designer data model & application (former Designer Central)
Extension for MCAD Model & MCAD Drawing

Main Capabilities

	Navigate Leverage Structure Browser capabilities with complex CAD data Easy to navigate to all related objects & structure management
	Consolidate Data from many views all in one Optimized use cases to support work of designers
	Integrate Complex CAD functionality available directly in Structure Browser Working with UPS data together with others at same application
	My Objects Avoid searching with quick access to your work Graphs with drill down functionality to navigate right data based on various criteria
	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	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	Integrated NSX component with configured search for Physical Product, Drawing & 3DShape Product overview dashboard with pre-defined charts & drill downs functionality
Navigate CAD structure	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	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.

UPS Search is automatically added by the installer to the menu, menu must be located to 3DSpace application by administrator (see Configuration/Installation section).

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

Title - show Title from V_Name parameter
Revision
Type
Description
Responsible - responsible person/Owner
Is Last Version - True/False
Reserved - True/False
Reserved By - display user who perform reservation
Maturity State - show current state
Play - Icon to launch integrated 3DPlay
Originated
Modified
Change Order section
- Name
- Description
- Severity
- Category
- Status
Change Action section
- Name
- Status
Specification Docs section
- File name - side panel with option to download, edit, view, lock and delete version of file
- Name
- Description
Engineering Details section
- Part Number - Enterprise Part Number
- Material
- Volume[m3] - together with dimension
- Part - related Part

My Root UPS Objects is automatically added by the installer to menu, menu must be located to 3DSpace application by administrator (see Configuration/Installation section).

My Root Products Dashboard

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 Navigator and UPS Dashboard is automatically added by the installer for VPM_Reference type.

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

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

UPS Navigate/Branches view

All views are using same table view with following columns.

Title - show Title from V_Name parameter
Revision
Type
Description
Responsible - responsible person/Owner
Is Last Version - True/False
Reserved - True/False
Reserved By - display user who perform reservation
Maturity State - show current state
Play - Icon to launch integrated 3DPlay
Originated
Modified
Change Order section
- Name
- Description
- Severity
- Category
- Status
Change Action section
- Name
- Status
Specification Docs section
- File name - side panel with option to download, edit, view, lock and delete version of file
- Name
- Description
Engineering Details section
- Part Number - Enterprise Part Number
- Material
- Volume[m3] - together with dimension
- Part - related Part

UPS Navigator for 3DDashboard

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

Description	Widget Definition	Configuration

Description	Widget Definition	Configuration
My Root Products		`tvc:pageconfig:mcadoptimizer-ups:classic/UPSMyRootProducts.xml`
Context Product Structure		`tvc:pageconfig:mcadoptimizer-ups:classic/UPSContextProduct.xml`
List of top products at Classic (18x)	`/webapps/tvc/widget/ups/18x/classic.json`	`tvc:pageconfig:ups:classic:18x/UPS.xml`
List of top products at Helium (18x)	`/webapps/tvc/widget/ups/18x/helium.json`	`tvc:page:ups:helium:18x/UPS.xml`
3DPlay	`/webapps/tvc/widget/ups/18x/3dplay.json`	`tvc:tablecolumn:ups:classic:common/3DPlay.xml`

My Root Products

Context Product Structure - details with 3DPlay

UPS Classic & UPS Helium

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

Configuring UPS Navigator

MCADOptimizer schema installation install following schema objects:

Admin Object	Name	Label	Description

Admin Object	Name	Label	Description
menu	`TVCMCADUPS`	MCAD UPS
command	`TVCMCADUPSSearch`	Search	Search (ENOVIA based)
command	`TVCMCADUPSMyRootProductsDashboard`	My Root Products	Dashboard with all My Root Products command is visible only if license & TVC component graphicreporting are available
command	`TVCMCADUPSMyRootProductsList`	My Root Products	Table with all My Root Products command is visible only if license & TVC component graphicreporting are NOT available

To include menu TVCMCADUPS in main categories please use following MQL command

mod menu 'My Enovia' add menu TVCMCADUPS;

UPS Category commands for Physical Product at 3DSpace

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

Admin Object	Name	Label	Description

Admin Object

Name

Label

Description

command

TVCMCADUPSContextProductDashboard

UPS Dashboard

Dashboard with charts for context Physical Product

command is visible only if license & TVC component graphicreporting are available

command

TVCMCADUPSContextProductNavigate

UPS Navigate

Structure Navigation & Related objects overview

Note that UPS Dashboard and UPS Navigate category commands are added to type_VPMReference automatically.

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.

These settings can easily be altered or new tabs could be added to suit different business requirements, please refer to Chapter "Configuring MCAD Optimizer" for details.

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.

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.

Navigate
- Navigate a subset of the structure currently displayed, also known as "go there"
Clipboard
- Add the major object to the clipboard
Popup
- Object popup link
Examine
- Open the 3DLive Examine viewer in the side panel (if enabled)
Examine (Light)
- Open the 3DLiev Examine viewer in light mode in the side panel (if enabled)
Side-panel Details
- Open a web-form in the side-panel with a property details view
Preview
- If a preview image is present, a clickable thumbnail is displayed. Clicking it will open the preview image in a new window. The preview image must be stored in the same business object as the Cad-file for this function to work
  - For information on how to configure generation of preview images, please refer to the X-CAD Design admin guide
Name
- The major object name clickable inserting the object to the context menu
Type
- The type of the major object
Revision
- Major object revision
  - Current revision is not necessarily the latest revision; it is the revision that is currently used by the assembly that is expanded in the structure (As Stored)
Version
- Minor object revision
  - Current version is not necessarily the latest version; it is the version that is currently used by the assembly that is expanded in the structure (As Stored)
Description
- Object description
Actions
- Quick-action list for each row
Checkout
- Opens the checkout dialog
Rename
- Opens the rename dialog
Lock
- Locks the object
Un-lock
- Un-locks the object
Baseline
- Opens the baseline dialog
File Size
- Size of the file in the formats drw, prt and asm
- Unit is displayed in Bytes, kB and MB
Owner
- Owner of the major object
Originator
- Originator of the major object
Originated
- Originated date of the major object
Locked By
- The user name of the object locker
Alerts
- This column displays warning icons if changes have been made to one or more items in the structure

Image	Description

Image	Description
	A yellow square is displayed if any of the subcomponents has been renamed/revised/versioned since last check in. This would normally require a checkout and update of the affected parent.
	A red circle is displayed for each of the modified sub components/assemblies. Modified in this context means that a newer revision or version exists, or that the object has been renamed.
	A yellow warning sign is displayed if any subcomponents has been renamed or saved as. This would normally require a checkout and update of the affected parent.
	A rename symbol is displayed if the object has been renamed or saved as.
	A red node is displayed if the object has a derived component. Appears when there is a derived component structure under a component.

State
- Shows current lifecycle state of the object and a link to the lifecycle page
Family
- Shows Family of the Instance (of family/instance data model is enabled)
Popup
- Opens the Family object in a popup
Name
- The name of the Family and a link to the object inserted in the context menu
Locked By
- Who has locked the family object
Related Parts
- Shows Parts using the model / drawing as a specification
Popup
- Popup Opens the Part in a popup
Name
- The name of the Part and a link to the object inserted in the context menu
Description
- Description of the part
Related Drawings
- Shows Drawings of the model
Popup
- Opens the Drawing in a popup
Name
- The name of the drawing
Description
- Description of the drawing
Related Changes
- Displays ECOs, ECRs, CO’s, CA’s and CR’s that specifies a change order, action or request to the model
Popup
- Opens the change object in a popup
Name
- The name of the change object
Description
- Description of the change object
Derived Outputs
- Easy access to all files generated as Derived Output at check in from CAD integration

The "Structure Related Drawings" view is removed since 6.4 as all structure related drawings are reached from "MCAD Navigator"

Formalize

Formalize facilitating auto naming of multiple objects has been reintroduced. Select one or more objects and press formalize, select auto number series in dialog and press done to auto name the selected rows.

3DLive Examine

3DLive Examine viewer can be accessed directly from the MCAD Optimizer. The viewer has to be enabled via an init parameter (see chapter about init parameters) and can be used with any CAD integration generating CGR-files as derived output. 3DLive Examine is available in two versions within MCAD Optimizer, the standard and one "light" mode which is faster to load but with very limited functionality.

Expanded SubComponets vs. Quantity SubComponents

In the MCAD Navigator page the user can switch View between "Expanded Sub-components" and "Quantity Sub-components". In Expanded mode every "CAD Sub-component" relationship is show in the structure. In Quantity mode only one CAD Sub-component relationship for each connected component will be used. Instead a quantity column shows number of CAD Sub-component links.

This is only useful if MCADInteg-ExpandedSubComponent is set to TRUE in the GCO. Otherwise the integration itself will only create one relationship with a quantity attribute.

Configuring MCAD Optimizer for X-CAD Designer

Most of the MCAD Optimizer configuration can be done through the XML Based Definitions found in the folders WEB-INF/tvc/mcadoptimizer/*.

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.

Configuring My MCAD Objects

The content and appearance of "My MCAD Objects" is controlled by the following admin objects that can be manipulated through the Matrix Business Modeler or MQL:

Admin Object	Name	Description

Admin Object	Name	Description
command	`TVCMCADMyCADObjects`	Command that is added to "My Desk→Designer" to make "My MCAD Objects" available to users. The command controls the menu based tabbed page to use through the parameter: "menu"

In addition, page configurations, views etc are stored as xml based definitions files and could be found in the folders WEB-INF/tvc/mcadoptimizer/*:

Resource Type	File Name	Description

Resource Type	File Name	Description
Inquiry	`MyObjects.xml`	Determines which objects to list in the "Owned" tab
Inquiry	`OriginatedObjects.xml`	Determines which objects to list in the "Originated" tab
Inquiry	`LockedObjects.xml`	Determines which objects to list in the "Locked" tab
Menu	`tab/ MyObjectsTabs.xml`	Defines the tabs in "My MCAD Objects"
Menu	`toolbar/ MyObjects.xml`	Defines the toolbar for "Owned" tab in "My MCAD Objects"
Menu	`toolbar/ OriginatedObjects.xml`	Defines the toolbar for "Originated" tab in "My MCAD Objects"
Menu	`toolbar/ LockedObjects.xml`	Defines the toolbar for "Locked" tab in "My MCAD Objects"
Page configuration	`MyObjects.xml`	Defines the page conf for "Owned" tab in "My MCAD Objects"
Page configuration	`OriginatedObjects.xml`	Defines the page conf for "Originated" tab in "My MCAD Objects"
Page configuration	`LockedObjects.xml`	Defines the page conf for "Locked" tab in "My MCAD Objects"
Table	`MyObjects.xml`	Defines the table for "Owned" tab in "My MCAD Objects"
Table	`OriginatedObjects.xml`	Defines the table for "Originated" tab in "My MCAD Objects"
Table	`LockedObjects.xml`	Defines the table for "Locked" tab in "My MCAD Objects"
View	`MyObjects.xml`	Defines the view for "Owned" tab in "My MCAD Objects"
View	`OriginatedObjects.xml`	Defines the view for "Originated" tab in "My MCAD Objects"
View	`LockedObjects.xml`	Defines the view for "Locked" tab in "My MCAD Objects"

Configuring MCAD Navigator

The content and appearance of "MCAD Navigate" is controlled by the following admin objects, that can be manipulated through the ENOVIA Business Modeler or MQL:

Admin Object	Name	Description

Admin Object	Name	Description
command	`TVCMCADNavigateModel`	Command that is added to context menus for cad models to make "MCAD Navigator" available to users. The command controls the menu based tabbed page to use through the parameter: "menu"
command	`TVCMCADNavigateDrawing`	Command that is added to context menus for cad drawings to make "MCAD Navigator" available to users. The command controls the page configuration to use through the parameter: "pageConfig"

In addition, page configurations, views etc are stored as xml based definitions files and could be found in the folders WEB-INF/tvc/mcadoptimizer/*:

Resource Type	File Name	Description

Resource Type	File Name	Description
Menu	`tab/ NavigateModelTabs.xml`	Defines the tabs in "MCAD Navigator" for models
Menu	`toolbar/ NavigateModel.xml`	Defines the toolbar for "Navigate" and "Revisions" tab in "MCAD Navigate" for models
Menu	`toolbar/ NavigateDrawing.xml`	Defines the toolbar in "MCAD Navigator" for drawings
Menu	`toolbar/ NavigateModelVersions.xml`	Defines the toolbar for "Versions" tab in "MCAD Navigator" for models
Page	`NavigateModel.xml`	Defines the page configuration for "Navigate" tab in "MCAD Navigator" for models
Page	`NavigateDrawing.xml`	Defines the page configuration in "MCAD Navigator" for models
Page	`NavigateModelRevisions.xml`	Defines the page configuration for "Revisions" tab in "MCAD Navigator" for models
Page	`NavigateModelVersions.xml`	Defines the page configuration for "Versions" tab in "MCAD Navigator" for models
Table	`ModelCompact.xml`	Defines the table for "Compact" and "Where Used" view in "Navigate" and "Revisions" tab in "MCAD Navigator" for models
Table	`ModelExploded.xml`	Defines the table for "Exploded" view in "Navigate" and "Revisions" tab in "MCAD Navigator" for models
Table	`ModelVersionsCompact.xml`	Defines the table for "Compact" and "Where Used" view in "Versions" tab in "MCAD Navigator" for models
Table	`ModelVersionsExploded.xml`	Defines the table for "Exploded" view in "Versions" tab in "MCAD Navigator" for models
Table	`DrawingCompact.xml`	Defines the table for "Compact" view in "MCAD Navigator" for drawings
Table	`DrawingExploded.xml`	Defines the table for "Exploded" view in "MCAD Navigator" for drawings
View	`NavigateDrawingCompact.xml`	Defines the "Compact" view in "MCAD Navigator" for drawings
View	`NavigateDrawingExploded.xml`	Defines the "Exploded" view in "MCAD Navigator" for drawings
View	`NavigateModelCompact.xml`	Defines the "Compact" view in "Navigate" and "Revisions" tab in "MCAD Navigator" for models
View	`NavigateModelExploded.xml`	Defines the "Exploded" view in"Navigate" and "Revisions" tab in "MCAD Navigator" for models
View	`NavigateModelVersionsCompact.xml`	Defines the "Compact" view in "Versions" tab in "MCAD Navigator" for models
View	`NavigateModelVersionsExploded.xml`	Defines the "Exploded" view in "Versions" tab in "MCAD Navigator" for models
View	`NavigateModelVersionsWhereUsed.xml`	Defines the "Where Used" view in "Versions" tab in "MCAD Navigator" for models
View	`NavigateModelWhereUsed.xml`	Defines the "Where Used" view in "Navigate" and "Revisions" tab in "MCAD Navigator" for models
Filter	`AssociatedDrawingFrom.xml`	Filter applied to relationship "CAD SubComponent" in to direction
Filter	`AssociatedDrawingTo.xml`	Filter applied to relationship "CAD SubComponent" in from direction
Filter	`CADSubComponentFrom.xml`	Filter applied to relationship "Associated Drawing" in to direction
Filter	`CADSubComponentTo.xml`	Filter applied to relationship "Associated Drawing" in from direction
Filter	`DerivedComponentFrom.xml`	Filter applied to relationship "Derived Component" in to direction
Filter	`DerivedComponentTo.xml`	Filter applied to relationship "Derived Component" in from direction

Normally, the CAD-specific menus are added on a high level (types and menus starting with MCAD…), making them common for all MCAD-types. Some CSEs (Client Specific Extension – the client part of the integration, specific to CAD tool), however add specific menus for certain types. This is not taken care of by the MCAD Optimizer installer. In those cases, the administrator must manually add the "TVC Navigate MCAD Assembly" to the CAD-specific menus, e.g menu IEF_typeProEPart.

Major Object Data

To be display the correct data for objects navigating through the complex datamodel the datahandler com.technia.tvc.mcadoptimizer.datahandlers.MajorObjectData is used. MajorObjectData makes sure that the expression is applied to the major (revision) object. If you use MajorObjectData together with the expression "current" the current state of the major (revision) object is shown (used in the State column) even if the minor (version) object is the one currently displayed and current state Exists is displayed without MajorObjectData handler.

Example:

<Column>
    <Label>State</Label>
    <Expression>current</Expression>
    <Href>
${SUITE_DIR}/emxInfoObjectLifecycleFS.jsp?header=emxIEFDesignCenter.Header.Lifecycle&amp;HelpMarker=emxHelpInfoObjectLifeCycleDialog&amp;topActionbar=IEFLifeCycleTopActionBarActions
    </Href>
    <RegisteredSuite>DesignerCentral</RegisteredSuite>
    <TargetLocation>popup</TargetLocation>
    <HeaderNoWrap>true</HeaderNoWrap>
    <DataHandlerClass>com.technia.tvc.mcadoptimizer.datahandlers.MajorObjectData</DataHandlerClass>
</Column>

Minor Object Data

To be display the correct data for objects navigating through the complex datamodel the datahandler com.technia.tvc.mcadoptimizer.datahandlers.MinorObjectData is used. MinorObjectData makes sure that the expression is applied to the minor (version) object. If you use MinorObjectData together with the expression "revision" the revision of the minor (version) object is shown (used in the version column) even if the major (revision) object is the one currently displayed.

Example:

<Column>
    <Label>Version</Label>
    <Expression>revision</Expression>
    <RegisteredSuite>DesignerCentral</RegisteredSuite>
    <NoWrap>true</NoWrap>
    <Fixed>true</Fixed>
    <HeaderNoWrap>true</HeaderNoWrap>
    <DataHandlerClass>
        com.technia.tvc.mcadoptimizer.datahandlers.MinorObjectData
    </DataHandlerClass>
</Column>

Preview

To display the preview image in tables the datahandler com.technia.tvc.mcadoptimizer.datahandlers.Preview is used. It is used in combination with the cellrenderer com.technia.tvc.mcadoptimizer.cellrenderers.Preview to display a clickable thumbnail. You cold configure from what format the preview image should be loaded using the setting "Preview Format".

Example:

<Column>
    <Label>Preview</Label>
    <HeaderNoWrap>true</HeaderNoWrap>
    <Setting name="Preview Format">format_Image<!--,format_jpg--></Setting> 
    <CellRendererClass>
        com.technia.tvc.mcadoptimizer.cellrenderers.Preview
    </CellRendererClass>
    <DataHandlerClass>
        com.technia.tvc.mcadoptimizer.datahandlers.Preview
    </DataHandlerClass>
    <Fixed>true</Fixed>
</Column>

Default value for Preview Format is format_Image.

Actions

To display the quick actions column in tables the datahandler com.technia.tvc.mcadoptimizer.datahandlers.Actions is used. It is used in combination with the cellrenderer com.technia.tvc.mcadoptimizer.cellrenderers.Actions to display clickable icons. You could configure which action icons to display.

Example:

<Column>
    <Label>Actions</Label>
    <HeaderNoWrap>true</HeaderNoWrap>
    <CellRendererClass>
        com.technia.tvc.mcadoptimizer.cellrenderers.Actions
    </CellRendererClass>
    <DataHandlerClass>
        com.technia.tvc.mcadoptimizer.datahandlers.Actions
    </DataHandlerClass>
    <!--<Setting name="Hide Checkout" value="true"/>-->
    <!--<Setting name="Hide Rename" value="true"/>-->
    <!--<Setting name="Hide Lock" value="true"/>-->
    <!--<Setting name="Hide Unlock" value="true"/>-->
    <!--<Setting name="Hide Baseline" value="true"/>-->
</Column>

Setting	Default

Setting	Default
Hide Checkout	false
Hide Rename	false
Hide Lock	false
Hide Unlock	false
Hide Baseline	false (not supported for V6-2010 or later)

To display related object links, popup’s or data there is a related object DataHandler that will find the related objects no matter if it is related to the major or the minor object or if the row corresponds to either major or minor object. All you have to do is to define the relationship(s) and the direction(s) to the related object you like to display (comma separated).

Example:

<Column>
    <GroupHeader>Related Part(s)</GroupHeader>
    <Label>Name</Label>
    <Href>../common/emxTree.jsp?mode=insert</Href>
    <ShowAlternateIcon>true</ShowAlternateIcon>
    <TargetLocation>content</TargetLocation>
    <NoWrap>true</NoWrap>
    <HeaderNoWrap>true</HeaderNoWrap>
    <DataHandlerClass>
        com.technia.tvc.mcadoptimizer.datahandlers.RelatedObject
    </DataHandlerClass>
    <Setting name="relationships" value="relationship_PartSpecification"/>
    <Setting name="directions" value="to"/>
</Column>

Example:

<Column>
    <GroupHeader>Related Part(s)</GroupHeader>
    <Label></Label>
    <Href>../common/emxTree.jsp?mode=insert</Href>
    <Alt>popup</Alt>
    <ColumnIcon>images/iconActionNewWindow.gif</ColumnIcon>
    <ColumnType>icon</ColumnType>
    <TargetLocation>popup</TargetLocation>
    <DataHandlerClass>
        com.technia.tvc.mcadoptimizer.datahandlers.RelatedObject
    </DataHandlerClass>
    <CellRendererClass>
        com.technia.tvc.mcadoptimizer.cellrenderers.Popup
    </CellRendererClass>
    <WindowHeight>680</WindowHeight>
    <WindowWidth>960</WindowWidth>
    <Fixed>true</Fixed>
    <Setting name="relationships" value="relationship_PartSpecification"/>
    <Setting name="directions" value="to"/>
</Column>

Example:

<Column>
    <GroupHeader>Related Part(s)</GroupHeader>
    <Label>Name</Label>
    <Href>../common/emxTree.jsp?mode=insert</Href>
    <ShowAlternateIcon>true</ShowAlternateIcon>
    <TargetLocation>content</TargetLocation>
    <NoWrap>true</NoWrap>
    <HeaderNoWrap>true</HeaderNoWrap>
    <DataHandlerClass>
        com.technia.tvc.mcadoptimizer.datahandlers.RelatedObject</DataHandlerClass>
    <Setting name="relationships" value="relationship_PartSpecification"/>
    <Setting name="directions" value="to"/>
</Column>

Alerts

To display the alerts column in tables the datahandler com.technia.tvc.mcadoptimizer.datahandlers.Alerts is used. It is used in combination with the cellrenderer com.technia.tvc.mcadoptimizer.cellrenderers.Alerts to display icons. You could configure which icons to display.

Example:

<Column>
    <Label>Alerts</Label>
    <HeaderNoWrap>true</HeaderNoWrap>
    <RegisteredSuite>DesignerCentral</RegisteredSuite>
    <DataHandlerClass>
        com.technia.tvc.mcadoptimizer.datahandlers.Alerts
    </DataHandlerClass>
    <CellRendererClass>
        com.technia.tvc.mcadoptimizer.cellrenderers.Alerts
    </CellRendererClass>
    <!--<Setting name="Hide Derived Component" value="true"/>-->
    <!--<Setting name="Hide Is Updated" value="true"/>-->
    <!--<Setting name="Hide Updated Cad SubComponent" value="true"/>-->
    <!--<Setting name="Hide Updated Associated Drawing" value="true"/>-->
    <!--<Setting name="Hide Is Renamed" value="true"/>-->
    <!--<Setting name="Hide Renamed Cad SubComponent" value="true"/>-->
    <!--<Setting name="Hide Renamed Associated Drawing" value="true"/>-->
</Column>

Setting	Default

Setting	Default
Hide Derived Component	false
Hide Is Updated	false
Hide Updated Cad SubComponent	false
Hide Updated Associated Drawing	false
Hide Is Renamed	false
Hide Renamed Cad SubComponent	false
Hide Renamed Associated Drawing	false

Form side-panel link

To fire a web-form in the side-panel use the column type formcardlink together with an expression (defines the label). Use settings with the name form:<symbolic name> to define web-form mappings to certain types.

Example:

<Column>
    <ColumnType>formcardlink</ColumnType>
    <Expression>name</Expression>
    <Setting name="form:type_MCADComponent" value="MCADOptMajorForm"/>
    <Setting name="form:type_MCADDrawing" value="MCADOptMajorForm"/>
    <Setting name="form:type_MCADAssembly" value="MCADOptMajorForm"/>
    <Setting name="form:type_MCADVersionedAssembly" value="MCADOptMinorForm"/>
    <Setting name="form:type_MCADVersionedComponent" value="MCADOptMinorForm"/>
    <Setting name="form:type_MCADVersionedDrawing" value="MCADOptMinorForm"/>
    <CardWidth>350</CardWidth>
    <Fixed>true</Fixed>
</Column>

Init Parameters

Init parameters are defined within the deployment descriptor ("web.xml" file) for your application. In that file, you should have a section for the TVC Servlet (if not, please advice the Installation Guide for TVC).

Within that section, init-parameters are added as the example below:

<servlet>
    <servlet-name>tvcaction</servlet-name>
    <servlet-class>com.technia.tvc.core.TVCServlet</servlet-class>
    <init-param> 
        <param-name>__the name of a parameter__</param-name>
        <param-value>__the value of a parameter__</param-value>
    </init-param>
    ...
</servlet>

Each parameter has a separate section, which is added just after the <servlet-class> definition.

The following table shows the mapping between the configuration item and the parameter name,

Configuration Item	TVC Init Parameter Name	Type	Default	Description

Configuration Item	TVC Init Parameter Name	Type	Default	Description
Enabled	`tvc.mcadoptimizer.familyinstance.enabled`	Boolean	FALSE	Use family/instance data model or not
Enabled	`tvc.mcadoptimizer.3dliveexamine.enabled`	Boolean	FALSE	Enable 3DLive Examine columns in MCAD Optimizer

MCAD Optimizer for CATIA (Deprecated)

MCAD Optimizer for CATIA will be deprecated. Use MCAD UPS Navigator instead.

The MCAD Optimizer for CATIA 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 CATIA information according to company requirements. The MCAD Optimizer Component enhances the usability of CATIA data inside ENOVIA. The main features of the MCAD Optimizer Component are:

My CATIA Objects - CAD Designers Homepage, displays CATIA objects owned, and locked by that user. Access to all CAD functions. My CATIA Objects is automatically added by the installer.
CATIA Navigator - Displays the CATIA structure in a familiar way, and provides access to all common functions like examine etc. Shortcuts to related information like lifecycle, preview image and related Representations/Parts/ECOs/ECRs. CATIA Navigator is automatically added by the installer.
CATIA Search – Find CAD object using tvc search functionality. TVC Search forms for CATIA objects are automatically added by the installer.

My CATIA Objects

"My CATIA Objects" is automatically added to menu "My Desk" → "Designer" → "My CATIA Objects" by the installer.

This page lists CATIA objects by two 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 and Locked by the current user are available default.

The views include a table that shows some actions and relevant data for all the objects.

These requirements can easily be altered or new tabs could be added to suit different business requirements.

My CATIA Objects

CATIA Navigator

"CATIA Navigator" is automatically added to all CATIA type context menus by the installer.

The "CATIA Navigator" view can be accessed from the "CATIA Navigator" tree category available on all CATIA objects. This view shows an expanded structure of the related CATIA-items. If a Representation is selected, the Products for the Representation are listed. If a Product is selected, the sub Products are listed. If the structure consists of multiple levels it can be expanded one level at a time or all levels at once.

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 showing only one row per sub component even if more than one is connected, instead quantity is displayed. Exploded shows every single instance as a row. Exploded is required to see Instance information. Where Used is similar to Exploded but with the difference that you navigate in the opposite direction.

The user could navigate an object by two different requirements Navigate and Revisions. Navigate navigates the relevant object. Revisions allow the user to navigate all relevant objects of all revisions in the same navigator.

CATIA Navigator

Add To Clipboard

Add selected object(s) to TVC CATIA Clipboard

Lock Reference

Lock reference lock of selected object(s)

Unlock Reference

Unlock reference lock of selected object(s)

Lock Instance

Lock instance lock of selected object(s). (Lock the relationship)

Unlock Instance

Unlock instance lock of selected object(s). (Unlock the relationship)

Row Actions
- All row actions in one column

	Clipboard Add the object to the TVC clipboard
	Side-panel Details Open a form in the side-panel with a property details view. Also has an edit mode.
	Examine Opens the 3D Live Examine viewer for this object in a side panel
	Examine Light Opens the 3DLive Examine viewer in Light mode. Faster to open but with limited functionality
	Open In CATIA Display the selected model as a search result inside CATIA. Unsigned ActiveX execution must be enabled by the web browser for this command to work. Works only in browser supporting ActiveX, i.e. Internet Explorer.
	Popup Object popup link

Preview
- If a preview image is present a thumbnail is displayed
Name
- The object name displayed as a link. Default cell-renderer also displays an icon for corresponding OOTB type: Physical Product, 3DPart, Drawing, etc. In order to display icons for custom types cell-renderer needs to be removed or customized
Instance
- Name of the instance. Not visible in Compact mode
Type
- The type of the object
Revision
- Object revision
Description
- Object description
Qty
- Displays number of instances of the specific reference. Only in Compact mode
Owner
- Displays the object owner information
Originated
- Date when object was originated
Instance
- Who has locked the instance of the object Not visible in Compact mode
Reference
- Who has locked the reference
Related Representations
- Displays links to and information on Representations related to this object
Related Parts
- Displays links to and information on Parts related to this object
Related Change
- Displays links to and information on ECOs, ECRs, CO’s, CA’s and CR’s related to this object

Configuring MCAD Optimizer for CATIA

Most of the MCAD Optimizer configuration can be done through the XML Based Definitions found in the folders WEB-INF/tvc/mcadoptimizer/CATIA/*. 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.

Configuring My CATIA Objects

The content and appearance of "My CATIA Objects" is controlled by the following admin objects that can be manipulated through the Matrix Business Modeler or MQL:

Admin Object	Name	Description

Admin Object	Name	Description
command	`TVCMCADMyCATIAObjects`	Command that is added to "My Desk→Designer" to make "My CATIA Objects" available to users.

In addition, page configurations, views etc are stored as xml based definitions files and could be found in the folders WEB-INF/tvc/mcadoptimizer/CATIA/*.

Configuring CATIA Navigator

The content and appearance of "CATIA Navigator" is controlled by the following admin objects, that can be manipulated through the Matrix Business Modeler or MQL:

Admin Object	Name	Description

Admin Object	Name	Description
command	`TVCMCADNavigateCATIAProduct`	Command that is added to context menus for CATIA Products to make "CATIA Navigator" available to users.
command	`TVCMCADNavigateCATIARepresentation`	Command that is added to context menus for CATIA Representations to make "CATIA Navigator" available to users.

In addition, page configurations, views etc are stored as xml based definitions files and could be found in the folders WEB-INF/tvc/mcadoptimizer/CATIA/*

2021.1 MCAD Optimizer - Product Documentation

Legal Notes

Introduction

Optimizer for Unified Product Structure

MCAD Optimizer for X-CAD Designer

Main Capabilities

Navigate

Consolidate

Integrate

My Objects

UPS (Power'By)

System Requirements

UPS Navigator

Charts with drill-down

Search & Explore

Navigate CAD structure

Consolidated view with related objects

UPS Search

UPS Search

My Root Products

My Root Products Dashboard

My Root Products Table

UPS Navigator

UPS Dashboard

UPS Navigate/Branches view

UPS Navigator for 3DDashboard

My Root Products

Context Product Structure - details with 3DPlay

Context Product Structure - related objects

UPS Classic & UPS Helium

Configuring UPS Navigator

UPS Menu for 3DSpace apps

UPS Category commands for Physical Product at 3DSpace

MCAD Optimizer for X-CAD Designer

My MCAD Objects for X-CAD Designer

My CAD Objects for X-CAD Designer

MCAD Navigator for X-CAD Designer

MCAD Navigator for X-CAD Designer

Structure Related Drawings

Formalize

3DLive Examine

Expanded SubComponets vs. Quantity SubComponents

Configuring MCAD Optimizer for X-CAD Designer

Configuring My MCAD Objects

Configuring MCAD Navigator

Major Object Data

Minor Object Data

Preview

Actions

Related Object

Name link (Related Part Example)

Popup (Related Part Example)

Related object data (Related Part Description Example)

Alerts

Form side-panel link

Init Parameters

MCAD Optimizer for CATIA (Deprecated)

My CATIA Objects

My CATIA Objects

CATIA Navigator

CATIA Navigator

Table Actions (Toolbar/Actions or Context Menu)

Configuring MCAD Optimizer for CATIA

Configuring My CATIA Objects

Configuring CATIA Navigator