Booklet example_v3

STUDENT GUIDE

ENOVIA Classify and Reuse Essentials

1. 3DEXPERIENCE R2016x

3DEXPERIENCE R2016x

Copyright DASSAULT SYSTEMES

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DASSAULT SYSTEMES. This courseware may only be used with
explicit DASSAULT SYSTEMES agreement.

ENOVIA Classify and Reuse Essentials

CONTENTS 5
15
 Getting Started with the Classify and Reuse App 39
 Searching and Viewing the Library Objects
 Glossary

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ENOVIA Classify and Reuse Essentials

Getting Started with the Classify
and Reuse App

© COPYRIGHT DASSAULT SYSTEMES Student guide – Page 5

Exercise: Getting Started with the Classify & Reuse App

Exercise Goals:
By the end of this exercise, you will be able to:
1. Log in to the Classify and Reuse app with the Library User role
2. Browse through the application

10 minutes

ENOVIA Classify and Reuse Essentials

Exercise: Getting Started with the Classify & Reuse App

Log in to the 3DEXPERIENCE 1
Platform

1. Log in to the 3DEXPERIENCE
platform, with the following
details:

a. Username or email:
[Bronn-XXX]

b. Password: [Bronn-XXX]

1. Ensure the credentials from the
Me menu. Select Me > My
Credentials.

2

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Exercise: Getting Started with the Classify & Reuse App

3. Select the following credentials and click OK:
a. Collaborative Space: XXX-PrivateCS
b. Role: Author
3

ENOVIA Classify and Reuse Essentials

Exercise: Getting Started with the Classify & Reuse App

Open the App

1. In the Compass, click My Social
And Collaborative Apps. Ensure
that Project Team Member role is
selected.

2. In the My Social And Collaborative 1
Apps menu click Classify and
Reuse.

2

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Exercise: Getting Started with the Classify & Reuse App

Browse the Me Menu 1

1. In the top bar, select Me > ENOVIA
Preferences… to set your
preferences for the home page.

2. In the left pane, select General >
Home Page.

3. Select Libraries as your home page
preference.

4. Click Done.

5. In the top bar, select Home > Home.

52 3
ENOVIA Classify and Reuse Essentials 4

Exercise: Getting Started with the Classify & Reuse App

Your home page is now set to the Libraries page.

You can also reset your preferences.
6. Log out of the 3DEXPERIENCE platform.

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Student guide – Page 11

Exercise: Getting Started with the Classify & Reuse App

ENOVIA Classify and Reuse Essentials

Lesson Summary

Getting Started with the Classify & Reuse App

The Classify and Reuse app provides an efficient way to store, manage
and access documents and other files within and across applications in a
collaborative work environment.
In this exercise you have:

Logged in to the Classify and Reuse app with the Library User role
Browsed through the application

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ENOVIA Classify and Reuse Essentials

Searching and Viewing the Library
Objects

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Exercise: Search and View the Libraries

You will search and view different types of libraries using the various search
options available.

By the end of this exercise, you will be able to:
1. View the document library hierarchy
2. Use the Search Within functionality to search the documents
3. View the part library hierarchy
4. Use wildcards to search for the parts
5. View the general library hierarchy
6. Use the optimize search results to search for a general class
7. View the folders
8. Add contents to a folder

20 minutes

ENOVIA Classify and Reuse Essentials

Exercise: Search and View the Libraries

View the Document Library Hierarchy 1

1. Log in to the 3DEXPERIENCE
platform with the following details:

a. Username or email: [Bronn-
XXX]

b. Password: [Bronn-XXX]

2. Click the XXX-Mech Doc document
library.

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Student guide – Page 17

Exercise: Search and View the Libraries

You can view the list of document
families attached to the document library.

You can expand the document family in
the library structure (in the left pane) to
view the connected sub document
families.

3. Click the XXX- Automobiles 3
document family.

The XXX-Automobiles: Documents
page displays the documents
attached to the document family.

ENOVIA Classify and Reuse Essentials

Exercise: Search and View the Libraries

4. Click the Categories icon.
4

5. Click Sub Document Families.
The page lists the sub families
connected to the document family.

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Student guide – Page 19

Exercise: Search and View the Libraries

6. Click the XXX-Design sub document family.
The page displays the documents attached to the sub document family.

6

ENOVIA Classify and Reuse Essentials

Exercise: Search and View the Libraries

Search for the Documents Using the 1
Search Within Command

Navigate to the XXX-Mech Doc
document library
page.

1. Click the XXX-Mech Doc document
library.

2. In the page toolbar, click Search
Within.

2

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Exercise: Search and View the Libraries

3. The system displays all the documents in the document library.

4. Change Search Mode to Advanced…
4

ENOVIA Classify and Reuse Essentials

Exercise: Search and View the Libraries

5. In the Search Refinement section, select the Type as Generic Document and
click the Search icon.

5

6. The system displays all the generic documents in the document library. You can
click the Name of the generic document to view its properties. Close the search
Results window.

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Exercise: Search and View the Libraries

View the Part Library Hierarchy
Navigate to XXX- Bolts part library.
1. Click the XXX- Bolts part library.

The page displays the part families attached to the part library.
1

ENOVIA Classify and Reuse Essentials

Exercise: Search and View the Libraries

2. Click the XXX-Metric Hex Bolts part family.
The page displays the parts connected to the part family.

2

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Exercise: Search and View the Libraries

3. In the category tree, select Sub Part Families
The page lists the sub part family attached to the part family.

4. Click the XXX-Carriage Bolts sub part family.
The page lists the parts attached to the sub part family.

3

4

ENOVIA Classify and Reuse Essentials

Exercise: Search and View the Libraries 1

Search Using Wild Cards

1. In the top bar, click the Home >
Home.

2. Select Library > Libraries… as the
search scope.

3. Specify the name as [*XXX*] and click
the Search icon.

In the Search Results section, all the
libraries
with XXX are displayed.

4. Close the Search Results window.

2

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Student guide – Page 27

Exercise: Search and View the Libraries

View the General Library Hierarchy
Ensure that you are on the Libraries page.

1. Click the XXX-Machine Tools general library.

The page lists the general classes attached to the general 1

library.

2. Click the XXX-Electrical Tools general class.
The page lists the classified items connected to the general class.

2

ENOVIA Classify and Reuse Essentials

Exercise: Search and View the Libraries

3. Click the Categories tree.

3

4. Select Subclasses.
The page lists the subclasses

attached to the general class.

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Student guide – Page 29

Exercise: Search and View the Libraries

5. Click the XXX-Transistor subclass.
The page lists the classified items attached to the subclass.
5

ENOVIA Classify and Reuse Essentials

Exercise: Search and View the Libraries

Viewing the Folders and Adding
Content to a Folder

1. Click Home > Home.

1

2. In the My Social and Collaborative
Apps menu select Classify and
Reuse app.

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Student guide – Page 31

Exercise: Search and View the Libraries

3. In the category tree, select Library >
Folders.

3

4. In the page toolbar, select View > All
Folders.
Now, you can view the list of folders.

4

ENOVIA Classify and Reuse Essentials

Exercise: Search and View the Libraries

The page displays the list of all folders.

5. Click the XXX-Design Workspace folder to add content to it.
The folder’s Content page is displayed.

5

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Exercise: Search and View the Libraries

6. In the page toolbar, select Actions > Add Content…

7. Change Search Mode to Advanced… 6
Specify the Name as XXX* and Click 7
the Search icon.

ENOVIA Classify and Reuse Essentials

Exercise: Search and View the Libraries

8. Select the objects as shown
and click Submit.
You may refresh the page to view the
content.

8

9. Log out of the 3DEXPERIENCE
platform.

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Recap: Search and View the Library Objects

In this exercise, you have:

Viewed the document library hierarchy
Used the Search Within functionality to
search for documents
Viewed the part library hierarchy
Used wildcards to search for parts
Viewed the general library hierarchy
Used the optimize search results to
search for a general class
Viewed the folders
Added content to a folder

ENOVIA Classify and Reuse Essentials

Lesson Summary (1/2)

Searching and Viewing the Library
Objects

The structured arrangement of the Librari
document library, the document es
families and the documents is called
a document library hierarchy. Part
Librar
A document library manages the
y
documents. Gener
Part al
DocuSimilarly, the part library hierarchy Family
mentconsists of the part library, the part Librar
Part y
families and the parts. Librar
Gener
yA part library manages the parts. al

Docu Class

ment Classif
ied
Family Item

Docu
ment

© COPYRIGHT DASSAULT SYSTEMES Libraries Hierarchy
Student guide – Page 37

Lesson Summary (2/2)

Searching and Viewing the Library
Objects

The general library hierarchy
consists of the general library, the
general class and the classified
items.
A general library manages the
classified items which can be
documents, parts, features or
products.
A general library can be customized
to meet the needs of an
organization.
Using the Search Within command,
you can search the end items
anywhere within the classification
hierarchy of a library.
You can use Wild Cards for refining
your search.
You can also optimize the search
results by specifying the search
criteria in as many field as possible.

ENOVIA Classify and Reuse Essentials

Glossary (1/2)

Class: Lifecycle:
A class is a node in a library that A Lifecycle tracks the status of an
allows you to group and assign a object from its initial stages through
common name to the objects with its retirement and enforces approvals
common attributes. All classified at different states in the lifecycle. It
items of a certain class have some also determines what roles can
common attributes that are dictated perform which actions at each state.
by the class, but not necessarily the
same value in those attributes. MQL:
It is a Query language used by
Subclass: administrators to operate on ENOVIA
It is a class that has been added as a Live Collaboration objects external to
child to another class. Any number of the application user interface.
levels of subclasses can be defined
for a taxonomy. Notification:
If subscribed to an object, you will be
IP Management: notified by an email or a Message,
The Semiconductor Accelerator for IP when the subscribe event occurs.
(intellectual property) Management is
an option available with ENOVIA Part
& IP Classification. This option allows
interoperability with ENOVIA
Synchronicity DesignSync.

End-item:

An end item is any object that can be
classified. For example, in a part
library, a part is an end-item.

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Glossary (2/2)

Semiconductor Accelerator for IP
Management:
It is an option available with ENOVIA
IP Classification that supports
interoperability with ENOVIA
Synchronicity DesignSync.

Subscription:
It is a request to be notified when
certain events occur against specific
objects.

Route:
A Route is a part of the Business
Process Services. It determines who
needs to perform what tasks for an
object and the order in which the
tasks must be performed.

Student guide – Page 4 © COPYRIGHT DASSAULT SYSTEMES