Activity: Work with a read-only document

Activity: Work with a read-only document

After completing this activity, you will be able to:

• Open a document read-only.

• Recognize the Read-Only Status Indicator.

• Access and use the Read-Only Assistant when working with a read-only document.

• Use the Revise command to save changes made to an item opened read-only.

Instructions for loading the activity files are found in Activity data set and configuration requirements. The activities assume ISO templates are loaded.

Launch the Activity: Work with a read-only document.

Open the assembly created in the previous lesson using the Read Only option.

1. Verify QY CAD is still running with Teamcenter enabled.

2. Click Open .

   The Open File dialog box is displayed. The Browse location is set to the location where it was last used.

3. Set the Browse location to Recently Used Items.

4. In the Filter Options pane, set the Files of Type to Assembly documents (*.asm) to restrict the items shown to assemblies.

5. In the Open Options pane, clear the Version from Cache check box, and set the Revision Rule to Latest Working.

6. Select the assembly with the description Completed Assembly you created in the previous lesson.

7. From the command ribbon, click Read Only and set the All Levels option.

8. Click Open.

Expand the view so you can see the components of the assembly.

• In PathFinder, right-click the item Modified Handle Assembly and click Expand All to view the components of the assembly.

Apply a new Face Style to the Handle Cap.

1. In PathFinder, select the Item that is the Handle Cap of the assembly, and in the View tab set the Face Overrides option to Brass.

2. Save your change.

   The Save command is disabled because you opened the top level assembly with all levels set to read-only.

Examine your workspace.

• Notice the window title bar indicates the item is opened [Read-Only], and the Read-Only Status Indicator is displayed in the upper right corner of the graphics window.

Access the Read-Only Assistant.

• Click the Read-Only Status Indicator.

  The Read-Only Assistant displays details about the open item.

  You have a few options if you want to save your change to the assembly. You can:

  • Choose the Save As command to save the document to a new Item ID.

  • Choose to create a new revision using the Revise command.

  • Obtain write access to the document by clicking Request Check Out.

Create a new revision of the document.

1. In the Read-Only Assistant, click Revise.

   The Revise Document dialog box is displayed with the new revision automatically assigned for you.

2. Click Perform Actions.

   The Read Only Assistant no longer displays in the workspace and [Read Only] no longer displays in the title of the subassembly. You are now working in revision B of the document.

Save and close the assembly.

1. Choose Teamcenter tab→Close→Close All and save your changes.

2. In the Upload dialog box, set the action to Upload. Then click Perform Actions.

   By setting the action to Upload, it remains checked out to you, but the changes you made are stored in Teamcenter.

3. Click the Close button in the upper-right corner of this activity window.

Activity summary

In this activity, you learned how to save changes you made in a document you opened with read-only access.

Now you will be able to:

• Open a document as Read-Only.

• Identify the Read-Only Status Indicator.

• Utilize the Read-Only Assistant to work with a document opened read-only.

• Use the Revise command to create a revision of an existing document opened Read-Only.

Test your knowledge: Working with managed documents

1. When you are working with a large assembly and want to work with the files as efficiently as possible, you can use the __________________ option on the Load Options pane of the Open File dialog box.

2. True or False: When opening an assembly with all components hidden, only the direct first-level children of the assembly being opened are downloaded to cache.

3. Name two indicators that are present when a document is opened with read-only status.

4. Which of the statement(s) below are true regarding opening documents Read Only.

   a. Any changes you make to an item opened read-only are lost.

   b. Changes made to an item opened read-only can be saved by requesting write access and then using the Check Out command to check the item out of the database and then save it.

   c. You can use the Save As command to specify a new Item ID to save the changes to an item opened as read-only.

   d. You have to close the open item and reopen it without using the Read-Only option and then save the changes.

5. True or False: The Save As command is automatically invoked if you select the Save command for documents that are new to Teamcenter.

6. To revise the active document, choose either __________________ from the Application menu, or __________________ from the Teamcenter tab.

Answers

1. When you are working with a large assembly and want to work with the files as efficiently as possible, you can use the Hide All option on the Load Options pane of the Open File dialog box.

2. True — When opening an assembly with all components hidden, only the direct first-level children of the assembly being opened are downloaded to cache.

3. Two indicators that are present when a document is opened with read-only status are:

   • The document title displays [Read Only].

   • The Read-Only Status Indicator displays in the upper right corner of the graphics windows and is enabled.

4. Of the statements listed, (B) and (C) are true.

   B — Changes made to an item opened read-only can be saved by requesting write access and then using the Check Out command to check the item out of the database and then save it.

   C — You can use the Save As command to specify a new Item ID to save the changes to an item opened as read-only.

5. True — The Save As command is automatically invoked if you select the Save command for documents that are new to Teamcenter.

6. To revise the active document, choose either Revisions from the Application menu, or Revise from the Teamcenter tab.

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