Anda di halaman 1dari 46

Pro/ENGINEER Wildfire 3.

0 Design Conferencing Help Topic Collection

Parametric Technology Corporation

Copyright 2006 Parametric Technology Corporation. All Rights Reserved. User and training documentation from Parametric Technology Corporation and its subsidiary companies (PTC) is subject to the copyright laws of the United States and other countries and is provided under a license agreement that restricts copying, disclosure, and use of such documentation. PTC hereby grants to the licensed user the right to make copies in printed form of this documentation if provided on software media, but only for internal/personal use and in accordance with the license agreement under which the applicable software is licensed. Any copy made shall include the PTC copyright notice and any other proprietary notice provided by PTC. This documentation may not be disclosed, transferred, modified, or reduced to any form, including electronic media, or transmitted or made publicly available by any means without the prior written consent of PTC and no authorization is granted to make copies for such purposes. Information described herein is furnished for general information only, is subject to change without notice, and should not be construed as a warranty or commitment by PTC. PTC assumes no responsibility or liability for any errors or inaccuracies that may appear in this document. The software described in this document is provided under written license agreement, contains valuable trade secrets and proprietary information, and is protected by the copyright laws of the United States and other countries. It may not be copied or distributed in any form or medium, disclosed to third parties, or used in any manner not provided for in the software licenses agreement except with written prior approval from PTC. UNAUTHORIZED USE OF SOFTWARE OR ITS DOCUMENTATION CAN RESULT IN CIVIL DAMAGES AND CRIMINAL PROSECUTION. Registered Trademarks of Parametric Technology Corporation or a Subsidiary Advanced Surface Design, Arbortext, Behavioral Modeling, CADDS, Computervision, CounterPart, Create Collaborate Control, EPD, EPD.Connect, Expert Machinist, Flexible Engineering, GRANITE, HARNESSDESIGN, Info*Engine, InPart, MECHANICA, Optegra, Parametric Technology, Parametric Technology Corporation, PartSpeak, PHOTORENDER, Pro/DESKTOP, Pro/E, Pro/ENGINEER, Pro/HELP, Pro/INTRALINK, Pro/MECHANICA, Pro/TOOLKIT, Product First, Product Development Means Business, Product Makes the Company, PTC, the PTC logo, PT/Products, Shaping Innovation, Simple Powerful Connected, The Way to Product First, and Windchill. Trademarks of Parametric Technology Corporation or a Subsidiary 3DPAINT, Arbortext Editor, Arbortext Contributor, Arbortext Companion for MS Word, Arbortext Advanced Print Publisher Desktop, Arbortext Advanced Print Publisher Enterprise, Arbortext Publishing Engine, Arbortext Dynamic Link Manager, Arbortext Styler, Arbortext Architect, Arbortext Digital Media Publisher, Arbortext Adapter to Documentum, Arbortext Adapter to Oracle, Associative Topology Bus, AutobuildZ, CDRS, CV, CVact, CVaec, CVdesign, CV-DORS, CVMAC, CVNC, CVToolmaker, Create Collaborate Control Communicate, EDAcompare, EDAconduit, DataDoctor, DesignSuite, DIMENSION III, Distributed Services Manager, DIVISION, e/ENGINEER, eNC Explorer, Expert Framework, Expert MoldBase, Expert Toolmaker, FlexPDM, FlexPLM, Harmony, InterComm, InterComm Expert, InterComm EDAcompare, InterComm EDAconduit, ISSM, KDiP, Knowledge Discipline in Practice, Knowledge System Driver, ModelCHECK, MoldShop, NC Builder, POLYCAPP, Pro/ANIMATE, Pro/ASSEMBLY, Pro/CABLING, Pro/CASTING, Pro/CDT, Pro/CMM, Pro/COLLABORATE, Pro/COMPOSITE, Pro/CONCEPT, Pro/CONVERT, Pro/DATA for PDGS, Pro/DESIGNER, Pro/DETAIL, Pro/DIAGRAM, Pro/DIEFACE, Pro/DRAW, Pro/ECAD, Pro/ENGINE, Pro/FEATURE, Pro/FEM-POST, Pro/FICIENCY, Pro/FLY-THROUGH, Pro/HARNESS, Pro/INTERFACE, Pro/LANGUAGE, Pro/LEGACY, Pro/LIBRARYACCESS, Pro/MESH, Pro/Model.View, Pro/MOLDESIGN, Pro/NC-ADVANCED, Pro/NC-CHECK, Pro/NC-MILL, Pro/NC-POST, Pro/NC-SHEETMETAL, Pro/NC-TURN, Pro/NC-WEDM, Pro/NC-Wire EDM, Pro/NETWORK ANIMATOR, Pro/NOTEBOOK, Pro/PDM, Pro/PHOTORENDER, Pro/PIPING, Pro/PLASTIC ADVISOR, Pro/PLOT, Pro/POWER DESIGN, Pro/PROCESS, Pro/REPORT, Pro/REVIEW, Pro/SCAN-TOOLS, Pro/SHEETMETAL, Pro/SURFACE, Pro/VERIFY, Pro/Web.Link, Pro/Web.Publish, Pro/WELDING, ProductView, PTC Precision, Routed Systems Designer, Shrinkwrap, The Product Development Company, Validation Manager, Warp, Wildfire, Windchill DynamicDesignLink, Windchill PartsLink, Windchill PDMLink, Windchill ProjectLink, and Windchill SupplyLink. Patents of Parametric Technology Corporation or a Subsidiary Registration numbers and issue dates follow. Additionally, equivalent patents may be issued or pending outside of the United States. Contact PTC for further information. GB2366639B 13-October-2004. GB2363208 25-August-2004. (EP/DE/GB)0812447 26May-2004. GB2365567 10-March-2004. (GB)2388003B 21-January-2004. 6,665,569 B1 16-December-2003. GB2353115 10December-2003. 6,625,607 B1 23-September-2003. 6,580,428 B1 17-June-2003. GB2354684B 02-July-2003. GB2384125 15October-2003. GB2354096 12-November-2003. GB2354924 24-September-2003. 6,608,623 B1 19-August-2003. GB2353376 05-November-2003. GB2354686 15-October-2003. 6,545,671 B1 08-April-2003. GB2354685B 18-June-2003. GB2354683B 04June-2003. 6,608,623 B1 19-August-2003. 6,473,673 B1 29-October-2002. GB2354683B 04-June-2003. 6,447,223 B1 10-Sept2002. 6,308,144 23-October-2001. 5,680,523 21-October-1997. 5,838,331 17-November-1998. 4,956,771 11September-1990. 5,058,000 15-October-1991. 5,140,321 18-August-1992. 5,423,023 05-June-1990. 4,310,615 21-December1998. 4,310,614 30-April-1996. 4,310,614 22-April-1999. 5,297,053 22-March-1994. 5,513,316 30-April-1996. 5,689,711 18November-1997. 5,506,950 09-April-1996. 5,428,772 27-June-1995. 5,850,535 15-December-1998. 5,557,176 09-November-1996. 5,561,747 01-October-1996. (EP)0240557 02-October-1986. Third-Party Trademarks Adobe, Acrobat, Distiller, and the Acrobat logo are trademarks of Adobe Systems Incorporated. IBM, AIX, and Websphere are registered trademarks of IBM Corporation. Allegro, Cadence, and Concept are registered trademarks of Cadence Design Systems, Inc. Apple, Mac, Mac OS, Panther and Tiger are trademarks or registered trademarks of Apple Computer, Inc. AutoCAD and Autodesk Inventor are registered trademarks of Autodesk, Inc. Baan is a registered trademark of Baan Company. CADAM and

CATIA are registered trademarks of Dassault Systemes. DataDirect Connect is a registered trademark of DataDirect Technologies. CYA, iArchive, HOTbackup, and Virtual StandBy are trademarks or registered trademarks of CYA Technologies, Inc. DOORS is a registered trademark of Telelogic AB. FLEXnet, InstallShield, and InstallAnywhere are trademarks or registered trademarks of Macrovision Corporation. Geomagic is a registered trademark of Raindrop Geomagic, Inc. EVERSYNC, GROOVE, GROOVEFEST, GROOVE.NET, GROOVE NETWORKS, iGROOVE, PEERWARE, and the interlocking circles logo are trademarks of Groove Networks, Inc. Helix is a trademark of Microcadam, Inc. HOOPS is a trademark of Tech Soft America, Inc. HP, Hewlett-Packard, and HP-UX are registered trademarks of Hewlett-Packard Company. Advanced ClusterProven, ClusterProven, the ClusterProven design, Rational Rose, and Rational ClearCase are trademarks or registered trademarks of International Business Machines in the United States and other countries and are used under license. IBM Corporation does not warrant and is not responsible for the operation of this software product. I-DEAS, Metaphase, Parasolid, SHERPA, Solid Edge, TeamCenter, UG-NX, and Unigraphics are trademarks or registered trademarks of UGS Corp. Intel is a registered trademark of Intel Corporation. IRIX is a registered trademark of Silicon Graphics, Inc. I-Run and ISOGEN are registered trademarks of Alias Ltd. LINUX is a registered trademark of Linus Torvalds. MainWin and Mainsoft are trademarks of Mainsoft Corporation. MatrixOne is a trademark of MatrixOne, Inc. Mentor Graphics and Board Station are registered trademarks and 3D Design, AMPLE, and Design Manager are trademarks of Mentor Graphics Corporation. MEDUSA and STHENO are trademarks of CAD Schroer GmbH. Microsoft, ActiveX, JScript, Windows, Windows NT, Windows 2000, Windows 2000 Server, Windows XP, Windows Server 2003, the Windows logo, Visual Basic, the Visual Basic logo, and Active Accessibility are trademarks or registered trademarks of Microsoft Corporation in the United States and/or other countries. Moldflow is a registered trademark of Moldflow Corporation. Netscape and the Netscape N and Ship's Wheel logos are registered trademarks of Netscape Communications Corporation in the U.S. and other countries. Oracle and interMedia are registered trademarks of Oracle Corporation. OrbixWeb is a registered trademark of IONA Technologies PLC. PDGS is a registered trademark of Ford Motor Company. RAND is a trademark of RAND Worldwide. RetrievalWare is a registered trademark of Convera Corporation. RosettaNet is a trademark and Partner Interface Process and PIP are registered trademarks of RosettaNet, a nonprofit organization. SAP and R/3 are registered trademarks of SAP AG Germany. SolidWorks is a registered trademark of SolidWorks Corporation. All SPARC trademarks are used under license and are trademarks or registered trademarks of SPARC International, Inc. in the United States and in other countries. Products bearing SPARC trademarks are based upon an architecture developed by Sun Microsystems, Inc. Sun, Sun Microsystems, the Sun logo, Solaris, UltraSPARC, Java and all Java based marks, and The Network is the Computer are trademarks or registered trademarks of Sun Microsystems, Inc. in the United States and in other countries. 3Dconnexion is a registered trademark of Logitech International S.A. TIBCO is a registered trademark and TIBCO ActiveEnterprise, TIBCO Designer, TIBCO Enterprise Message Service, TIBCO Rendezvous, TIBCO TurboXML, and TIBCO BusinessWorks are trademarks or registered trademarks of TIBCO Software Inc. in the United States and other countries. WebEx is a trademark of WebEx Communications, Inc. API Tookit is a trademark of InterCAP Graphics Systems, Inc. BEA and WebLogic are registered trademarks of BEA Systems, Inc. BEA WebLogic Server and BEA WebLogic Platform are trademarks of BEA Systems, Inc. Compaq is a registered trademark of Compaq Computer Corporation. DEC is a registered trademark of Digital Equipment Corporation. Documentum and Documentum Administrator are trademarks of Documentum, Inc. Elan License Manager and Softlock are trademarks of Rainbow Technologies, Inc. JAWS is a registered trademark of Freedom Scientific BLV Group, LLC in the United States and other countries. FileNET is a registered trademark of FileNET Corporation. Panagon is a trademark of FileNET Corporation. Galaxy Application Environment is a licensed trademark of Visix Software, Inc. Interleaf is a trademark of Interleaf, Inc. IslandDraw and IslandPaint are trademarks of Island Graphics Corporation. Netscape, Netscape Navigator, and Netscape Communicator are registered trademarks and service marks of Netscape Communications Corporation. OSF/Motif and Motif are trademarks of the Open Software Foundation, Inc. Palm Computing, Palm OS, Graffiti, HotSync, and Palm Modem are registered trademarks, and Palm III, Palm IIIe, Palm IIIx, Palm V, Palm Vx, Palm VII, Palm, More connected, Simply Palm, the Palm Computing platform logo, all Palm logos, and HotSync logo are trademarks of Palm, Inc. or its subsidiaries. Proximity and Linguibase are registered trademarks of Proximity Technology, Inc. SPARC is a registered trademark and SPARCStation is a trademark of SPARC International, Inc. (products bearing the SPARC trademarks are based on an architecture developed by Sun Microsystems, Inc.). TeX is a trademark of the American Mathematical Society. UNIX is a registered trademark of The Open Group. X Window System is a trademark of X Consortium, Inc. Third-Party Technology Information Certain PTC software products contain licensed third-party technology: Rational Rose and Rational ClearCase are copyrighted software of IBM Corp. RetrievalWare is copyrighted software of Convera Corporation. VisTools library is copyrighted software of Visual Kinematics, Inc. (VKI) containing confidential trade secret information belonging to VKI. HOOPS graphics system is a proprietary software product of, and is copyrighted by, Tech Soft America, Inc. I-Run and ISOGEN are copyrighted software of Alias Ltd. Xdriver is copyrighted software of 3Dconnexion, Inc, a Logitech International S.A. company. G-POST is copyrighted software and a registered trademark of Intercim. VERICUT is copyrighted software and a registered trademark of CGTech. FLEXnet Publisher is copyrighted software of Macrovision Corporation. Pro/PLASTIC ADVISOR is powered by Moldflow technology. Fatigue Advisor nCode libraries from nCode International.

TetMesh-GHS3D provided by Simulog Technologies, a business unit of Simulog S.A. MainWin Dedicated Libraries are copyrighted software of Mainsoft Corporation. DFORMD.DLL is copyrighted software from Compaq Computer Corporation and may not be distributed. LightWork Libraries are copyrighted by LightWork Design 19902001. Visual Basic for Applications and Internet Explorer is copyrighted software of Microsoft Corporation. Parasolid is UGS Corp. TECHNOMATIX is copyrighted software and contains proprietary information of Technomatix Technologies Ltd. TIBCO ActiveEnterprise, TIBCO Designer, TIBCO Enterprise Message Service, TIBCO Rendezvous, TIBCO TurboXML, and TIBCO BusinessWorks are provided by TIBCO Software Inc. DataDirect Connect is copyrighted software of DataDirect Technologies. Technology "Powered by Groove" is provided by Groove Networks, Inc. Technology "Powered by WebEx" is provided by WebEx Communications, Inc. Oracle 8i run-time, Oracle 9i run-time, and Oracle 10g run-time are Copyright 20022004 Oracle Corporation. Oracle programs provided herein are subject to a restricted use license and can only be used in conjunction with the PTC software they are provided with. Adobe Acrobat Reader and Adobe Distiller are copyrighted software of Adobe Systems Inc. and are subject to the Adobe End-User License Agreement as provided by Adobe with those products. Certain license management is based on Elan License Manager 1989-1999 Rainbow Technologies, Inc. All rights reserved. Portions compiled from Microsoft Developer Network Redistributable Sample Code, Copyright 1998 by Microsoft Corporation. The CD-ROM Composer and CD-ROM Consumer are based on Vivace CD-Web Composer Integrator 1996-1997 KnowledgeSet Corporation. All rights reserved. Larson CGM Engine 8.0, Copyright 1992-2002 Larson Software Technology, Inc. All rights reserved. Certain graphics-handling portions are based on the following technologies: GIF: Copyright 1989, 1990 Kirk L. Johnson. The author disclaims all warranties with regard to this software, including all implied warranties of merchantability and fitness. In no event shall the author be liable for any special, indirect, or consequential damages or any damages whatsoever resulting from loss of use, data or profits, whether in an action of contract, negligence, or other tortious action, arising out of or in connection with the use or performance of this software. JPEG: This software is based in part on the work of the Independent JPEG Group. PNG: Copyright 2000, 2001 Glenn Randers-Pehrson. TIFF: Copyright 1988-1997 Sam Leffler, Copyright 1991-1997 Silicon Graphics, Inc. The software is provided AS IS and without warranty of any kind, express, implied, or otherwise, including without limitation, any warranty of merchantability or fitness for a particular purpose. In no event shall Sam Leffler or Silicon Graphics be liable for any special, incidental, indirect, or consequential damages of any kind, or any damages whatsoever resulting from loss of use, data or profits, whether or not advised of the possibility of damage, or on any theory of liability, arising out of or in connection with the use or performance of this software. XBM, Sun Raster, and Sun Icon: Copyright,1987, Massachusetts Institute of Technology. ZLIB: Copyright 1995-1998 Jean-loup Gailly and Mark Adler. PDFlib software is copyright 1997-2003 PDFlib GmbH. All rights reserved. PStill software is copyright Dipl.- Ing. Frank Siegert, 1996-2004 Proximity Linguistic Technology provides spelling portions of certain software products: The Proximity/Bertelsmann Lexikon Verlag Database. Copyright 1997 Bertelsmann Lexikon Verlag. Copyright 1997, All Rights Reserved, Proximity Technology, Inc.; The Proximity/C.A. Strombertg AB Database. Copyright 1989 C.A. Strombertg AB. Copyright 1989, All Rights Reserved, Proximity Technology, Inc.; The Proximity/Editions Fernand Nathan Database. Copyright 1984 Editions Fernand Nathan. Copyright 1989, All Rights Reserved, Proximity Technology, Inc.; The Proximity/Espasa-Calpe Database. Copyright 1990 Espasa-Calpe. Copyright 1990, All Rights Reserved, Proximity Technology, Inc.; The Proximity/Dr. Lluis de Yzaguirre i Maura Database. Copyright 1991 Dr. Lluis de Yzaguirre i Maura Copyright 1991, All Rights Reserved, Proximity Technology, Inc.; The Proximity/Franklin Electronic Publishers, Inc. Database. Copyright 1994 Franklin Electronic Publishers, Inc. Copyright 1994, All Rights Reserved, Proximity Technology, Inc.; The Proximity/Hachette Database. Copyright 1992 Hachette. Copyright 1992, All Rights Reserved, Proximity Technology, Inc.; The Proximity/IDE a.s. Database. Copyright 1989, 1990 IDE a.s. Copyright 1989, 1990, All Rights Reserved, Proximity Technology, Inc.; The Proximity/Merriam-Webster, Inc. Database. Copyright 1984, 1990 Merriam-Webster, Inc. Copyright 1984, 1990, All Rights Reserved, Proximity Technology, Inc.; The Proximity/Merriam-Webster, Inc./Franklin Electronic Publishers, Inc. Database. Copyright 1990 Merriam-Webster Inc. Copyright 1994 Franklin Electronic Publishers, Inc. Copyright 1994, All Rights Reserved, Proximity Technology, Inc.; The Proximity/Munksgaard International Publishers Ltd. Database. Copyright 1990 Munksgaard International Publishers Ltd. Copyright 1990, All Rights Reserved, Proximity Technology, Inc.; The Proximity/S. Fischer Verlag Database. Copyright 1983 S. Fischer Verlag. Copyright 1997, All Rights Reserved, Proximity Technology, Inc.; The Proximity/Van Dale Lexicografie by Database. Copyright 1995, 1997 Van Dale Lexicografie by. Copyright 1996, 1997, All Rights Reserved, Proximity Technology, Inc.; The Proximity/William Collins Sons &

Co. Ltd. Database. Copyright 1984, 1990 William Collins Sons & Co. Ltd. Copyright 1988, 1990, All Rights Reserved, Proximity Technology, Inc.; The Proximity/Zanichelli Database. Copyright 1989 Zanichelli. Copyright 1989, All Rights Reserved, Proximity Technology, Inc. The Arbortext Import/Export feature includes components that are licensed and copyrighted by CambridgeDocs LLC ( 2002-2005 CambridgeDocs LLC). This functionality: Includes software developed by the Apache Software Foundation (http://www.apache.org/). Redistributes JRE 1.4.2_08 from Sun Microsystems. The Redistributable is complete and unmodified, and only bundled as part of the product. CambridgeDocs is not distributing additional software intended to supersede any component(s) of the Redistributable, nor has CambridgeDocs removed or altered any proprietary legends or notices contained in or on the Redistributable. CambridgeDocs is only distributing the Redistributable pursuant to a license agreement that protects Suns interests consistent with the terms contained in the Agreement. CambridgeDocs agrees to defend and indemnify Sun and its licensors from and against any damages, costs, liabilities, settlement amounts and/or expenses (including attorneys fees) incurred in connection with any claim, lawsuit, or action by any third party that arises or results from the use or distribution of any and all Programs and/or Software. This product includes code licensed from RSA Security, Inc. Some portions licensed from IBM are available at http://oss.software.ibm.com/icu4j/. Redistributes the Saxon XSLT Processor from Michael Kay, more information, including source code is available at http://saxon.sourceforge.net/. Uses cxImage, an open source image conversion library that follows the zlib license. cxImage further uses the following images libraries which also ship (statically linked) with cxLib: zLib, LibTIFF, LibPNG, LibJPEG, JBIG-Kit, JasPer, LibJ2K. See http://www.xdp.it/cximage.htm. Includes software developed by Andy Clark, namely Neko DTD. NekoDTD is Copyright 2002, 2003, Andy Clark. All rights reserved. For more information, visit http://www.apache.org/~andyc/neko/doc/index.html. Includes code which was developed and copyright by Steven John Metsker, and shipped with Building Parsers with Java, from Addison Wesley. Uses controls from Infragistics NetAdvantage 2004, Volume 3, Copyright 2004 Infragistics. Word, FrameMaker, and Interleaf filters. Copyright 2000 Blueberry Software. All rights reserved. Portions of software documentation are used with the permission of the World Wide Web Consortium. Copyright 19942004 World Wide Web Consortium, (Massachusetts Institute of Technology, European Research Consortium for Informatics and Mathematics, Keio University). All Rights Reserved. http://www.w3.org/Consortium/Legal/. Such portions are indicated at their points of use. Copyright and ownership of certain software components is with YARD SOFTWARE SYSTEMS LIMITED, unauthorized use and copying of which is hereby prohibited. YARD SOFTWARE SYSTEMS LIMITED 1987. (Lic. #YSS:SC:9107001) ********** METIS, developed by George Karypis and Vipin Kumar at the University of Minnesota, can be researched at http://www.cs.umn.edu/~karypis/metis. METIS is 1997 Regents of the University of Minnesota. Certain software components licensed in connection with the Apache Software Foundation, all rights reserved, and use is subject to the terms and limitations at http://www.apache.org/. Apache software is provided by its Contributors AS IS, WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, and any expressed or implied warranties, including, but not limited to, the implied warranties of title non-infringement, merchantability and fitness for a particular purpose are disclaimed. In no event shall the Apache Software Foundation or its Contributors be liable for any direct, indirect, incidental, special, exemplary, or consequential damages (including, but not limited to, procurement of substitute goods or services; loss of use, data, or profits; or business interruption) however caused and on any theory of liability, whether in contract, strict liability, or tort (including negligence or otherwise) arising in any way out of the use of this software, even if advised of the possibility of such damage. Apache software includes: Apache Server, Tomcat, Xalan, Xerces, and Jakarta, Jarkarta POI, Jakarta Regulat Expression, Commons-FileUpload IBM XML Parser for Java Edition, the IBM SaxParser and the IBM Lotus XSL Edition DITA-OT - Apache License Version Pop-up calendar components Copyright 1998 Netscape Communications Corporation. All Rights Reserved. UnZip ( 1990-2001 Info-ZIP, All Rights Reserved) is provided AS IS and WITHOUT WARRANTY OF ANY KIND. For the complete Info-ZIP license see http://www.info-zip.org/doc/LICENSE. The Java Telnet Applet (StatusPeer.java, TelnetIO.java, TelnetWrapper.java, TimedOutException.java), Copyright 1996, 97 Mattias L. Jugel, Marcus Meiner, is redistributed under the GNU General Public License. This license is from the original copyright holder and the Applet is provided WITHOUT WARRANTY OF ANY KIND. You may obtain a copy of the source code for the Applet at http://www.mud.de/se/jta (for a charge of no more than the cost of physically performing the source distribution), by sending e-mail to leo@mud.de or marcus@mud.deyou are allowed to choose either distribution method. Said source code is likewise provided under the GNU General Public License. GTK+ - The GIMP Toolkit is licensed under the GNU Library General Public License (LGPL). You may obtain a copy of the source code at http://www.gtk.org, which is likewise provided under the GNU LGPL. zlib software Copyright 1995-2002 Jean-loup Gailly and Mark Adler.

#ZipLib GNU software is developed for the Free Software Foundation, Inc. 59 Temple Place, Suite 330, Boston, MA 02111-1307 USA, copyright 1989, 1991. PTC hereby disclaims all copyright interest in the program #ZipLib written by Mike Krueger. #ZipLib licensed free of charge and there is no warranty for the program, to the extent permitted by applicable law. Except when otherwise stated in writing the copyright holders and/or other parties provide the program AS IS without warranty of any kind, either expressed or implied, including, but not limited to, the implied warranties of merchantability and fitness for a particular purpose. The entire risk as to the quality and performance of the program is with you. Should the program prove defective, you assume the cost of all necessary servicing, repair or correction. OmniORB is distributed under the terms and conditions of the GNU General Public License The OmniORB Libraries are released under the GNU LGPL. The Java Getopt.jar file, copyright 1987-1997 Free Software Foundation, Inc. Java Port copyright 1998 by Aaron M. Renn (arenn@urbanophile.com), is redistributed under the GNU LGPL. You may obtain a copy of the source code at http://www.urbanophile.com/arenn/hacking/download.html. The source code is likewise provided under the GNU LGPL. CUP Parser Generator Copyright 1996-1999 by Scott Hudson, Frank Flannery, C. Scott Ananianused by permission. The authors and their employers disclaim all warranties with regard to this software, including all implied warranties of merchantability and fitness. In no event shall the authors or their employers be liable for any special, indirect or consequential damages, or any damages whatsoever resulting from loss of use, data or profits, whether in an action of contract, negligence or other tortious action arising out of or in connection with the use or performance of this software. Software developed by the OpenSSL Project for use in the OpenSSL Toolkit. (http://www.openssl.org): Copyright 1998-2003 The OpenSSL Project. All rights reserved. This product may include cryptographic software written by Eric Young (eay@cryptsoft.com). ImageMagick software is Copyright 1999-2005 ImageMagick Studio LLC, a nonprofit organization dedicated to making software imaging solutions freely available. ImageMagick is freely available without charge and provided pursuant to the following license agreement: http://www.imagemagick.org/script/license.php. Mozilla Japanese localization components are subject to the Netscape Public License Version 1.1 (at http://www.mozilla.org/NPL). Software distributed under the Netscape Public License (NPL) is distributed on an AS IS basis, WITHOUT WARRANTY OF ANY KIND, either expressed or implied (see the NPL for the rights and limitations that are governing different languages). The Original Code is Mozilla Communicator client code, released March 31, 1998 and the Initial Developer of the Original Code is Netscape Communications Corporation. Portions created by Netscape are Copyright 1998 Netscape Communications Corporation. All Rights Reserved. Contributors: Kazu Yamamoto (kazu@mozilla.gr.jp), Ryoichi Furukawa (furu@mozilla.gr.jp), Tsukasa Maruyama (mal@mozilla.gr.jp), Teiji Matsuba (matsuba@dream.com). The following components are subject to the Mozilla Public License Version 1.1 at http://www.mozilla.org/MPL (the MPL). Software distributed under the MPL is distributed on an AS IS basis, WITHOUT WARRANTY OF ANY KIND, either expressed or implied and all warranty, support, indemnity or liability obligations under PTCs software license agreements are provided by PTC. See the MPL for the specific language governing rights and limitations. Modifications to Mesilla source code are available under the MPL and are available upon request: Gecko and Mesilla components; text (www.lowagie.com/iText/). iCal4j is Copyright 2005, Ben Fortuna, All rights reserved. Redistribution and use of iCal4j in source and binary forms, with or without modification, are permitted provided that the following conditions are met: (i) Redistributions of source code must retain the above copyright notice, this list of conditions, and the following disclaimer; (ii) Redistributions in binary form must reproduce the above copyright notice, this list of conditions, and the following disclaimer in the documentation and/or other materials provided with the distribution; and (iii) Neither the name of Ben Fortuna nor the names of any other contributors may be used to endorse or promote products derived from this software without specific prior written permission. iCal4j SOFTWARE IS PROVIDED BY THE COPYRIGHT HOLDERS AND CONTRIBUTORS AS IS AND ANY EXPRESS OR IMPLIED WARRANTIES, INCLUDING, BUT NOT LIMITED TO, THE IMPLIED WARRANTIES OF MERCHANTABILITY AND FITNESS FOR A PARTICULAR PURPOSE ARE DISCLAIMED. IN NO EVENT SHALL THE COPYRIGHT OWNER OR CONTRIBUTORS BE LIABLE FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, EXEMPLARY, OR CONSEQUENTIAL DAMAGES (INCLUDING, BUT NOT LIMITED TO, PROCUREMENT OF SUBSTITUTE GOODS OR SERVICES; LOSS OF USE, DATA, OR PROFITS; OR BUSINESS INTERRUPTION) HOWEVER CAUSED AND ON ANY THEORY OF LIABILITY, WHETHER IN CONTRACT, STRICT LIABILITY, OR TORT (INCLUDING NEGLIGENCE OR OTHERWISE) ARISING IN ANY WAY OUT OF THE USE OF THIS SOFTWARE, EVEN IF ADVISED OF THE POSSIBILITY OF SUCH DAMAGE. The Independent JPEG Group's JPEG software. This software is Copyright 1991-1998, Thomas G. Lane. All Rights Reserved. This software is based in part on the work of the Independent JPEG Group. libpng, Copyright 2004 Glenn Randers-Pehrson, which is distributed according to the disclaimer and license (as well as the list of Contributing Authors) at http://www.libpng.org/pub/png/src/libpng-LICENSE.txt. Curl software, Copyright 1996 - 2005, Daniel Stenberg, <daniel@haxx.se>. All rights reserved. Permission to use, copy, modify, and distribute this software for any purpose with or without fee is hereby granted, provided that the above copyright notice and this permission notice appear in all copies. THE SOFTWARE IS PROVIDED AS IS, WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT OF THIRD PARTY RIGHTS. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE. Except as contained in this notice, the name of a copyright holder shall not be used in advertising or otherwise to promote the sale, use, or other dealings.

The cad2eda program utilizes wxWidgets (formerly wxWindows) libraries for its cross-platform UI API, which is licensed under the wxWindows Library License at http://www.wxwindows.org/. LAPACK libraries used are freely available at www.netlib.org (authors are Anderson, E. and Bai, Z. and Bischof, C. and Blackford, S. and Demmel, J. and Dongarra, J. and Du Croz, J. and Greenbaum, A. and Hammarling, S. and McKenney, A. and Sorensen, D.). The following software, which is provided with and called by certain PTC software products, is licensed under the GNU General Public License: Ghost Script (www.cs.wisc.edu/~ghost/); The PJA (Pure Java AWT) Toolkit library (www.eteks.com/pja/en/). JFreeChart is licensed under the GNU LGPL and can be found at www.jfree.org. Java Advanced Imaging (JAI) is provided pursuant to the Sun Java Distribution License (JDL) at www.jai.dev.java.net/. The terms of the JDL shall supersede any other licensing terms for PTC software with respect to JAI components. UNITED STATES GOVERNMENT RESTRICTED RIGHTS LEGEND This document and the software described herein are Commercial Computer Documentation and Software, pursuant to FAR 12.212(a)-(b) (OCT95) or DFARS 227.7202-1(a) and 227.7202-3(a) (JUN95), and are provided to the US Government under a limited commercial license only. For procurements predating the above clauses, use, duplication, or disclosure by the Government is subject to the restrictions set forth in subparagraph (c)(1)(ii) of the Rights in Technical Data and Computer Software Clause at DFARS 252.227-7013 (OCT88) or Commercial Computer Software-Restricted Rights at FAR 52.227-19(c)(1)-(2) (JUN87), as applicable. 010106 Parametric Technology Corporation, 140 Kendrick Street, Needham, MA 02494 USA

Table of Contents
Design Conferencing ....................................................................................... 1 Using Design Conferencing............................................................................ 1 About Using Design Conferencing ................................................................ 1 How to Participate in a Design Conference ................................................. 1 License Requirements for Design Conferencing.............................................. 2 About the DCP License Package .................................................................. 2 Design Conference Terminology .................................................................. 3 About the PTC Conference Center................................................................ 3 To Access the PTC Conference Center .......................................................... 4 Design Conferencing for UNIX Machines ....................................................... 4 Frequently Asked Questions About Sharing a Model ....................................... 4 Who can place files in the shared space? ................................................... 4 What happens when a model is saved to the shared space? ......................... 4 How secure is conference data when it is transmitted? ................................ 4 What happens when the Leader shares a model without saving it? ................ 5 Who can make changes to or delete a model from the shared space? ............ 5 Who can save a model during a shared session?......................................... 5 How can I share the model without allowing other conference participants to save it?................................................................................................. 5 Who can save the model if the session Leader exits or the Leader's Pro/ENGINEER session is terminated? ....................................................... 5 Who can delete a shared space?............................................................... 6 About User Accounts ................................................................................. 6 Listing Existing Accounts on the Conference Server..................................... 6 Deleting an Account................................................................................ 6 To Create a New Account ........................................................................... 6 To Log In to the Conference Center ............................................................. 7 To Specify the Design Conference Server ..................................................... 7 For Windows Users ................................................................................. 7 For UNIX Users ...................................................................................... 7

ix

Table Of Contents

To Exit a Conference ................................................................................. 7 Initiating a Conference ................................................................................. 8 About a Design Conference......................................................................... 8 Conference Roles ...................................................................................... 8 General Conference Functions and Privileges.............................................. 9 Functions and Privileges of Participants in a Shared Session ......................... 9 To Create a Conference.............................................................................10 User Profile and Conference Preferences......................................................10 About Setting Conference Preferences ......................................................10 About User Profiles ................................................................................11 To Create Your User Profile .....................................................................11 Extending and Accepting Invitations ..............................................................11 About Inviting Participants to a Conference..................................................12 To Invite Participants Using the Invite Participants Dialog Box........................13 To Invite a Participant Using My Contacts ....................................................13 To Invite Participants by E-mail..................................................................13 To Accept Invitations ................................................................................14 Responding to an Instant Invitation .........................................................14 Accepting an Invitation by Using the My Invitations page............................14 Participating in a Conference ........................................................................14 To View Your Conferences .........................................................................14 To Join or Reenter a Conference.................................................................15 To Remove a Participant from a Conference.................................................15 To Switch between Conferences .................................................................16 To Obtain Conference and Participant Information ........................................16 To Rename a Conference ..........................................................................16 About Deleting a Conference .....................................................................16 To Delete a Conference .............................................................................17 Tip: Joining a Previously Deleted Conference ...............................................17 Running a Shared Pro/ENGINEER Session ......................................................17 About Running a Shared Application Session................................................17 x

Table Of Contents

Synchronizing Models for the Shared Session ............................................18 About the Mouse Pointer in the Shared Session .........................................18 Pro/ENGINEER Environment and Licenses for the Shared Session ...................18 To Run a Shared Session...........................................................................18 To Transfer the Role of the Presenter..........................................................19 To Request Control of a Shared Session ...................................................19 To Grant Control of a Shared Session.......................................................20 To Take Control of a Shared Session (for a Conference Host) ......................20 Using the Session Controls ........................................................................20 PDM System as a Data Source for Design Conferencing....................................21 About Using a PDM System from Design Conferencing ..................................21 Session Leader as the PDM Master...........................................................21 To View the Authorized Operations .............................................................21 About Saving and Retrieving Database Objects ............................................22 Saving Files ..........................................................................................22 Saving a Copy.......................................................................................22 Backing Up Files ....................................................................................22 Retrieving Objects .................................................................................22 To Set Up the PDM System as a Data Source ...............................................22 Shared Spaces ...........................................................................................23 About Shared Spaces................................................................................23 About Different Access Levels to the Shared Space .......................................24 To Edit the ptcvconf.ptc File.......................................................................25 To Access Shared Spaces ..........................................................................25 To Create a New Shared Space ..................................................................25 To Add to or Remove Objects from the Shared Space ...................................25 Adding Objects to the Shared Space ...........................................................26 To Work with the Shared Spaces ................................................................26 Managing Folders ..................................................................................26 Managing Shared Spaces........................................................................26 Contacts ....................................................................................................26 xi

Table Of Contents

About My Contacts ...................................................................................26 To Add New Contacts Using Search ............................................................27 About a V-Card ........................................................................................27 To Export a V-Card...................................................................................27 To Import a V-Card ..................................................................................28 Chat and Instant Messaging .........................................................................28 To Use Chat ............................................................................................28 To Use Instant Messaging .........................................................................28 Troubleshooting..........................................................................................28 About Log Files ........................................................................................28 Index ...........................................................................................................31

xii

Design Conferencing
Using Design Conferencing
About Using Design Conferencing
Design Conferencing is a standalone tool that enables you to share files and run a shared application in real time. To use Design Conferencing, access the PTC Conference Center. The PTC Conference Center enables you to create a conference, invite participants, run a shared session of Pro/ENGINEER, and use Chat and Instant Messaging. You can invite colleagues from your company or from outside your company's firewall, provided they are connected to the Internet. There are many uses for Design Conferencing. For example, you can use Design Conferencing for the following activities: To participate in a design review To train or consult other participants in modeling techniques To share files with a restricted group of people

File sharing and security mechanism provided by Design Conferencing are based on Groove software.

How to Participate in a Design Conference


To participate in a design conference, you either create a conference yourself and invite others, or you join an existing conference, created by someone else. To initiate a design conference, you must log into the PTC Conference Center and create a conference. The conference creator automatically becomes its Host. The conference Host sets preferences for the conference and invites participants. After other users receive invitations and accept them, they can join the conference. Creating a conference creates a shared space (a designated file location accessible only to the conference participants) locally for each participant. When data is placed in the shared space, it is encrypted and copied to all conference participants' shared spaces. For all conference participants who are logged into the PTC Conference Center, the contents of the shared space are synchronized. Any conference participant can start a shared Pro/ENGINEER session. The initiator of the shared session (session Leader) automatically becomes the Presenter and takes control of Pro/ENGINEER. For all participants who join the shared session and become Observers, the identical Pro/ENGINEER session starts on their machines, and all Presenter's actions are duplicated in real time. The Presenter can transfer control of Pro/ENGINEER to any participant. Only one person at a time can be in control of the shared session.

Design Conferencing Help Topic Collection

License Requirements for Design Conferencing


A Design Conferencing license is required in order to do the following: Participate in a shared Pro/ENGINEER session Access a Shared Space from within Pro/ENGINEER

Without a license for Design Conferencing, you can use the following Design Conferencing capabilities: Start up the Conference server Log into the PTC Conference Center Manage shared spaces Create or join a conference Use Chat and Instant messaging Set conference preferences, settings, and obtain information Manage contacts

About the DCP License Package


Two types of license packages are available for Design Conferencing: Design Conferencing Extension (DCX) license(Full license) Provides all Design Conferencing capabilities. Design Conferencing Participant (DCP) license(Limited participant license) Provides for participation in a shared Pro/ENGINEER session without needing a license of Pro/ENGINEER or DCX.

With the DCP license, you have the following capabilities: You can create a conference, invite others, and use Chat and Instant Messaging. You can join a shared Pro/ENGINEER session. You can request control of a shared session. When given control over a session, you can use the full capabilities of Pro/ENGINEER and Design Conferencing to create and modify geometry as well as open files from the shared space.

The DCP license has the following limitations: You cannot initiate a shared Pro/ENGINEER session. Only a participant with a DCX license can start a shared session by choosing Run. To conduct a shared session, at least one of the participants must have a full DCX license. If the only participant with a DCX license leaves, the shared session ends for all participants. You cannot use Pro/ENGINEER outside the shared session.

Design Conferencing

Design Conference Terminology


Design ConferenceA peer-to-peer event, enabling you to participate in a shared Pro/ENGINEER session that is synchronized for all conference participants. It also allows you to share files and exchange messages with conference participants. Conference serverA program run on a machine that is set up to provide communication links between the PTC Conference Center users. o o Local serverIf you have a Windows machine, you use your machine as a local Conference server. Remote serverA Windows machine that is set up to act as a Conference server. Note: To run Design Conferencing on a UNIX machine, you must use a Windows machine as a remote server. PTC Conference CenterAn interface that enables you to conduct design conferences, access shared spaces, participate in Chat and Instant Messaging sessions with other conference participants. Shared SpaceA file location used to share conference files. Each conference has a dedicated shared space which is accessible only to the conference participants. For Windows machines, the shared space is created locally in encrypted folders on the user's hard drive. For UNIX machines, the shared space is created on the machine that is used as a Conference server. The contents of the shared space are synchronized for all conference participants who are logged into the PTC Conference Center. Shared sessionA synchronized session of Pro/ENGINEER that is run on all participants' machines in real time. The current session Presenter controls the shared Pro/ENGINEER session, while other session participants observe the Presenter's actions on their screens. The Presenter can grant control of Pro/ENGINEER to another participant. V-cardUser information that is stored in a .vcard file. The information stored in a V-card allows the PTC Conference Center to send invitations to conferences to users anywhere on the Internet.

About the PTC Conference Center


To start working with other members of your team using Design Conferencing and shared spaces, access the PTC Conference Center. Using the PTC Conference Center, you can perform the following tasks: Create a conference Join a new or reactivate an existing conference Invite participants and manage your invitations

Design Conferencing Help Topic Collection

Manage your contacts Run and control a shared Pro/ENGINEER session Use Chat and Instant Messaging

To Access the PTC Conference Center


There are different ways to access the PTC Conference Center: From the current Pro/ENGINEER sessionClick Applications > Conference. Note: You can browse the previously created shared spaces in the Folder navigator by expanding the Shared Spaces node. By starting a standalone Design Conferencing applicationDepending on your installation, you can use a shortcut on the Windows desktop or from the Windows Start menu, or enter a command in a system window. This lets you start the PTC Conference Center without launching Pro/ENGINEER.

Note: You cannot run the Groove Transceiver and the Design Conference Server at the same time. You must exit the Groove Transceiver to run Design Conferencing and vice versa.

Design Conferencing for UNIX Machines


Consider this information for using Design Conferencing from a UNIX machine: You cannot use a UNIX machine as a local conference server for running the PTC Conference Center. A UNIX machine must connect to a Windows machine to use it as a remote server. Note: Any machine that acts as a Conference server for multiple users must have sufficient free space available to accommodate those users. Shared spaces are stored on the Windows machine that runs the PTC Conference Server.

Frequently Asked Questions About Sharing a Model Who can place files in the shared space?
Any conference participant can place a model into the shared space at any time.

What happens when a model is saved to the shared space?


When the model is placed in the shared space, model data is encrypted and copied to the corresponding shared space of each conference participants.

How secure is conference data when it is transmitted?


Before it is transmitted, the conference data is encrypted using the Groove software.

Design Conferencing

If you are running Design Conferencing using a remote server, the transmitted data is encrypted only after it reaches the Conference server.

What happens when the Leader shares a model without saving it?
When the Leader shares a model without saving it, the model data is streamed to all session Observers, but is not available to them in the shared space. After the shared Pro/ENGINEER session is over, the model is erased from memory on each Observer's machine.

Who can make changes to or delete a model from the shared space?
Once a conference session is over, any conference participant can access the shared space and revise or delete the model files. The shared space is intended as a temporary storage for the duration of the conference. The shared space does not provide version control or change management. If the model was saved to the shared space and you want to preserve it, copy the model to a local directory after the conference is over.

Who can save a model during a shared session?


During a shared session, session Observers do not have control of Pro/ENGINEER. Only the current Presenter can save the model to the shared space. If a shared Pro/ENGINEER session ends and the model not saved to the shared space, upon exiting the session only the session Leader can save the model in session to a local directory.

How can I share the model without allowing other conference participants to save it?
To prevent conference participants from keeping a model, open a model before you start a shared Pro/ENGINEER session. Then you can initiate a shared session, and use the model in session from the current Pro/ENGINEER session. If the Presenter does not save the model during the shared session, and if the model was not placed into the shared space, there are no model files that the participants can access after the Pro/ENGINEER session is over. If you do not want any session Observers to save the model in session, do not grant them control of Pro/ENGINEER.

Who can save the model if the session Leader exits or the Leader's Pro/ENGINEER session is terminated?
Only the session Leader can save the model. If the Leader does not save the model to the shared space, the model is not available to other conference participants.

Design Conferencing Help Topic Collection

Who can delete a shared space?


You can delete the shared space on your machine. You cannot delete someone else's shared space.

About User Accounts


User accounts are specific to the Conference server. Creating a new account registers you on the server that is running Design Conferencing. You can have several accounts on the same Conference server. Note: Each user name must be unique for all users of Design Conferencing.

Listing Existing Accounts on the Conference Server


You can view all active accounts that were created on the Conference server by clicking the down arrow in the User Name box in the PTC Conference Center dialog box.

Deleting an Account
To delete a user account, log in to the PTC Conference Center as that user and click Delete Account in the PTC Conference Center dialog box. Note: A system administrator cannot delete a user account without entering its passwords.

To Create a New Account


When you access the PTC Conference Center on the Conference server for the first time, you must establish your user account on that server. Creating an account automatically logs you in to the PTC Conference Center. 1. Click Applications > Conference. The PTC Conference Center dialog box opens. 2. If you are not connected to the server, click Server Controls to open the Conference Server Host dialog box. To start the Conference server, click Connect. After you successfully connect to the server, the server status in the PTC Conference Center dialog box changes to Connected. 3. In the PTC Conference Center dialog box, click New Account. 4. Type your user name and password in the Create New Account dialog box. Note: Your user name must be unique. 5. Click Apply. The system confirms that the account has been created. 6. Click OK.

Design Conferencing

To Log In to the Conference Center


1. Click Applications > Conference. The PTC Conference Center dialog box opens, listing the default Conference server and the connection status. 2. If you are not connected to the server, click Server Controls and click Start in the Conference Server Host dialog box. 3. Specify the user name by selecting from the User Name list that contains existing user accounts created on the Conference server. Note: By default, the User Name list shows the name of the last user who successfully logged in to the Conference server. 4. Type your password and click OK.

To Specify the Design Conference Server For Windows Users


Windows users use their machines as local Conference servers. To start or stop the Conference server: 1. Click Server Controls on the PTC Conference Center dialog box. 2. Click Start in the Select Conference Server Host dialog box. 3. To disconnect, click Shutdown local server.

For UNIX Users


UNIX users must point to an existing remote Conference server (a Windows 32-bit machine). To change a remote server for a UNIX machine: 1. In the PTC Conference Center dialog box, click Server Controls. The Select Conference Server Host dialog box opens. 2. Specify the remote server and click Start. After you have successfully connected to the server, the server status in the PTC Conference Center dialog box changes to Connected.

To Exit a Conference
Several commands can end your participation in a conference. Choose a command depending on your intentions: ExitCloses the PTC Conference Center and logs you out of the Conference server. You can exit any time, even while in an active conference. To exit, click Conference > Exit.

Design Conferencing Help Topic Collection

Log outLogs you out of the Conference server without closing the PTC Conference Center. If needed, you can log in again. To log out, click Conference > Logout. LeaveLets you leave the conference temporarily. When you leave the conference, you are placed in the My Conferences page, from where you can reenter the same or join another conference, or create a new one. To leave a conference, click Leave at the bottom of the PTC Conference Center dialog box. Leave is available only while in the conference.

Initiating a Conference
About a Design Conference
Consider these rules for conducting a design conference: You can actively participate in only one conference at a time. You can leave and reenter a conference as needed. Your privileges depend on your role in a conference. The conference Host can define the conference settings, rename the conference, set rules for conference access, and remove a participant from a conference. During a shared Pro/ENGINEER session, you have access only to the shared space. You cannot open or save models that are stored elsewhere. You can add models to the shared space by using the file management utility provided by the PTC Conference Center, accessed by clicking .

Once the shared Pro/ENGINEER session has started, no new attendees are allowed to join the conference.

Conference Roles
In a conference, each participant is assigned a role. Functions and privileges of a participant depend on the participant's role in a conference. Conference roles are as follows: HostThe creator and the owner of the conference. The Host is identified in the list of participants by a blue diamond. AttendeeA person who has accepted an invitation to a conference, but has not joined a shared application session. ObserverA conference participant who has chosen to participate in the shared application session. Joining a shared session changes your role from an Attendee to an Observer. PresenterThe conference participant who is currently in control of the shared application session.

Design Conferencing

LeaderThe participant who initiated a shared session. This person automatically becomes the first Presenter. The Leader is the only person who can save the part used in the shared Pro/ENGINEER session after the session is over.

General Conference Functions and Privileges


This table shows the functions and privileges of conference participants. Function or Privilege Host Presenter Observer Attendee

Use Chat

Use Instant Message

Create a conference (shared space) Add objects to the shared space

Invite participants

Functions and Privileges of Participants in a Shared Session


This table shows the functions and privileges of participants in a shared Pro/ENGINEER session. Function or Privilege Start a shared Pro/ENGINEER session Grant control Host Presenter Observer Attendee

Design Conferencing Help Topic Collection

Function or Privilege

Host

Presenter

Observer

Attendee

Pause/Playback

Request control

To Create a Conference
1. Click Applications > Conference. The PTC Conference Center dialog box opens. 2. If you have previously opened an account, type your user name and password. Click OK. Note: To create a new account, click New Account. 3. In the PTC Conference Center dialog box, click Create. 4. Enter the conference name. 5. If you want to prevent uninvited users from joining the conference, specify the access code for the conference. Select Access code required, enter the access code, and confirm it by typing it again. If you specify the access code, all conference participants are required to enter the access code upon joining. Tip: The conference Host can authorize whether a participant joins a conference. To set this option, choose Conference > Preferences. 6. Click OK. The PTC Conference Center dialog box opens a conference page. The conference participants, the conference name, and the session state are listed at the top of the page. Your user name appears in the Participant list. Note: Creating a conference creates a shared space for storing conference files. 7. You can now invite other participants to the conference.

User Profile and Conference Preferences About Setting Conference Preferences


You can set the following conference preferences in the Preferences dialog box that opens when you click Conference > Preferences: User ProfileCreate your user profile by specifying your personal details. Select Publish Information to allow other users in your domain to see your personal

10

Design Conferencing

information. Select Export v-card to save the user profile as your design conferencing v-card. Conference ProfileEnable the host machine to allow or disallow a participant to join the conference. Select Restricted under Conference Security to restrict participants from seeing the conference information unless the host is active in the conference. Session ProfileAllow or disallow certain PDM operation, if you select the PDM system as a data source for the session. Use the slider to set the mouse animation speed. You can choose to keep the PDM cache secure for all participants. Note: Only a session leader can set PDM privileges before the shared session starts. Note: A conference host can set different access levels to the shared space for conference participants.

About User Profiles


You can create and save your user profile. Your user profile is stored on the Conference server. You can also publish your user profile to make it available to other Conference Center users within the same local area network. This enables other users to see your profile information while you are logged into a conference server. Note: To invite a colleague outside of your company's firewall, use a V-card.

To Create Your User Profile


1. Click Conference > Preferences. The Preference dialog box opens. 2. Click the User Profile tab. 3. Fill out your user profile information. 4. Perform one of the following actions: o To publish your user profile to other users of Design Conferencing, click Publish Information. When you publish your user profile, you make it visible to other users who can see you online within the local network. Note: This information can only be seen if you are logged into the Conference server. To export a V-card, click Export VCard.

11

Design Conferencing Help Topic Collection

Extending and Accepting Invitations


About Inviting Participants to a Conference
Any conference participant can invite other users to join. There are several ways to invite participants: Use the Invite Participants dialog box, accessed by clicking Send an email invitation by using .

in the Invite Participants dialog box.

Use the My Contacts dialog box, accessed by clicking Conference > My Contacts.

12

Design Conferencing

To Invite Participants Using the Invite Participants Dialog Box


1. In the PTC Conference Center dialog box, click at the right bottom corner of the dialog box. The Invite Participants dialog box opens. 2. In the Look in list, select a domain from which you want to select the participants. to the right of the Look in list. You can now browse a list of users in 3. Click the current domain. 4. To invite a participant, select a name in the list and click informs you that the invitation was sent. Click OK. 5. When finished inviting participants, click Close. 6. When your invitations are accepted, the conference participants appear in the Participant list as Attendees. You can now use Chat or Instant Messaging, or start a shared Pro/ENGINEER session. . The system

To Invite a Participant Using My Contacts


You can invite participants to a conference using the My Contacts dialog box. 1. In the PTC Conference Center dialog box, click Conference > My Contacts. The My Contacts dialog box opens. 2. Select a contact from the My Contacts list or use search. To select multiple contacts to invite, click SHIFT or CTRL. 3. Click . The system send out invitations.

To Invite Participants by E-mail


You can invite participants by sending them e-mail invitations. To invite to a conference by e-mail, you only need to know an e-mail address of the recipient. at the right bottom corner 1. In the PTC Conference Center dialog box, click of the dialog box. The Invite Participants dialog box opens. at the left bottom corner of the dialog box. A mail tool opens with the 2. Click invitation included. 3. Type e-mail address, provide any additional information, if desired, and click Send. After receiving an invitation to a conference by e-mail, the recipient can either join the conference immediately or save the invitation to join that conference later. 13

Design Conferencing Help Topic Collection

To respond to an e-mail invitation: 1. Open e-mail and double-click the attachment. 2. If you have a PTC Conference Center running, you can choose to use it, or you can start a new application. If you start a new application, log in the PTC Conference Center. 3. Join the conference or save the invitation by clicking Join Conference or Save Invitation. If you save the invitation, you can later go to the My Invitations page and join that conference. Note: When you join a conference, the conference Host is added as a contact to your contacts list.

To Accept Invitations
Note: If an invitation was sent to you while you were logged off, the invitation was discarded.

Responding to an Instant Invitation


When someone invites you to a conference while you are logged into the PTC Conference Center, the You have got an invitation! dialog box opens, listing the Host and the conference name. To respond, click Accept Invitation or Decline Invitation. If you do not respond to an invitation, the dialog box closes in 30 seconds, and the invitation is added to the My Invitations list.

Accepting an Invitation by Using the My Invitations page


1. In the PTC Conference Center dialog box, click Invitations. The My Invitations page opens. or click Conference > My

2. Review the list of conferences to which you have been invited. 3. Select one or several conferences and click Accept or Decline at the bottom of the dialog box. After you accept an invitation, the conference is listed in the My Conferences page.

Participating in a Conference
To View Your Conferences
You can view existing conferences and the conferences of which you are a member using the My Conferences page. From the My Conferences page, you can select a conference that you want to join.

14

Design Conferencing

or click Conference > My Conferences in the PTC To list conferences, click Conference Center dialog box. The Look in list in the My Conferences page allows you to specify the location where the system will search for conferences. The Look In list gives you the following choices: LANSearch for conferences in the Local Area Network and list both the existing conferences that you can see and those of which you are a member. Subdomain in your local networkSearch for conferences in a specific, userprovided subdomain designation. Generate a list of both the existing conferences that you can see and those of which you are a member. Note: You can also enter your own domain to search for conferences. My Conferences OnlyList only the conferences of which you are a member.

In the conference list, each row contains the conference name, the conference Host, and your role in the conference.

To Join or Reenter a Conference


After you accept an invitation, you become a conference participant. You can leave a conference and then rejoin it later. You can also join a conference without an invitation by searching your domain in the Local Area Network for available public conferences. To join or reenter a conference, open the My Conferences page in the PTC Conference Center dialog box. 1. Access the PTC Conference Center. 2. In the PTC Conference Center dialog box, click Conferences. , or click Conference > My

3. By default, the My Conferences page lists the conferences to which you have accepted an invitation and those you created. To rejoin a conference, select a conference from the list and click Reactivate. 4. (Optional) You can search for other conferences in your Local Area Network by specifying the search location. On the My Conferences page, choose LAN in the Look in list. Select a conference from the list of current conferences and click Join.

To Remove a Participant from a Conference


Only the conference Host can remove a participant from an active conference. 1. Access the active conference page and locate a participant to remove. 2. Right-click a participant's name. 3. Click Remove from Conference. 15

Design Conferencing Help Topic Collection

To Switch between Conferences


You can accept invitations to several conferences. However, you can be an active participant of only one conference at a time. To switch between conferences, you must leave the currently active conference. 1. If you are currently in a conference, click Leave. 2. Confirm that you want to leave by clicking OK. You are returned to the conference home page. 3. To join another conference, select a conference and click Join or Reenter.

To Obtain Conference and Participant Information


You can obtain the following information on a conference and its participants: Conference informationWhile on a conference page, click Action > Conference Information to list information about the conference and its Host. Alternatively, you can right-click a conference in the My Conferences page and click Conference Information. The Conference Info window lists conference information, including the conference name, Host name, participant name, Host machine name, and the type of access to the shared space. Participant informationRight-click a participant's name and click Participant Information.

To Rename a Conference
You can rename an existing conference. Renaming a conference renames the shared space created for the conference. 1. Click Conference > Rename Conference. The Rename conference dialog box opens. 2. Type a new name for the conference and click OK.

About Deleting a Conference


Deleting a conference ends your participation in the conference. Consider the following information about deleting a conference: If you are a conference participant, deleting a conference deletes your shared space that was created for the conference. The shared spaces of other conference participants remain intact. If you are a conference Host, deleting a conference deletes your shared space. Although this does not delete the shared space of other conference participants, their shared spaces are no longer synchronized.

Tip: Before deleting a conference, close all Pro/ENGINEER models in session that are referenced by the shared session.

16

Design Conferencing

To Delete a Conference
1. To list conferences of which you are a member, click or click Conference > My Conferences in the PTC Conference Center dialog box. 2. Select a conference to delete. 3. Click Conference > Delete Conference.

Tip: Joining a Previously Deleted Conference


Note: If you want to join the conference that you have previously deleted, you must log out of the PTC Conference Center and log back in. There are two ways to join the previously deleted conference (after you log back in to the Conference Center): Search the domain to find the conference you want to rejoin. Note that after you deleted a conference, this conference is removed from the My Conferences list. After you log back in to the PTC Conference Center, the Host can resend you an invitation to the conference.

Running a Shared Pro/ENGINEER Session


About Running a Shared Application Session
To run a shared session of Pro/ENGINEER, you must first create a conference and invite participants. Any conference participant can initiate a shared session. The person who starts the shared Pro/ENGINEER session, the session Leader, automatically becomes the Presenter and gains control over the session. Any participant of the conference who joins the shared session by clicking becomes an Observer. Participants of the shared session can take turns controlling Pro/ENGINEER, and the Presenter's role can be transferred to an Observer. The shared space that was created for the conference is the default location for retrieving and storing conference files during the shared session. You can move all required model files to this shared space before you start the session. This enables you to share the files with other conference participants and access them during the shared Pro/ENGINEER session. Optionally, you can include your PDM system as a data source for the shared session. This makes the primary server of the PDM system the default file location for database operations. When the Leader clicks Run, the Leader has the choice of using the current or starting a new Pro/ENGINEER session. For the Observers who join a shared session, a new Pro/ENGINEER session is started automatically so that configuration settings are properly synchronized.

17

Design Conferencing Help Topic Collection

Note: If a new attendee joins the conference after the shared session has started, the new attendee cannot replay the session-in-progress, but will be able to participate in the next shared session.

Synchronizing Models for the Shared Session


Design Conferencing supports two methods for synchronizing Pro/ENGINEER sessions so that the same Pro/ENGINEER model is in session: Before the shared session starts, you can put the models be used for the session in the shared space. Then, during the shared session, the session Presenter can open these models. If at the beginning of the shared session the session Leader has models in session, these models are streamed to all Observers' machines.

About the Mouse Pointer in the Shared Session


When you join a shared Pro/ENGINEER session as an Observer, you do not have control over the shared Pro/ENGINEER session. Note: While observing a shared session, you can still run other applications. During the shared session, you can observe the Presenter's pointer motions on your screen. To enable the Presenter's mouse animation, set the configuration option conf_mouse_anim to yes prior to the shared session.

Pro/ENGINEER Environment and Licenses for the Shared Session


The initiator of the shared Pro/ENGINEER session (the Leader) sets the environment for all session participants. After participants join the shared session, the config.pro and config.win configuration files are streamed from the Leader's machine to the participants' machines. When the shared session starts, all conference participants acquire the license options of the session Leader. As control of the session is passed to a new Presenter, any additional license options of the Presenter are included in the license pool. If a participant has contributed any license options to the shared license pool, the respective license options are removed from the pool when that participant exits the session.

To Run a Shared Session


Note: After the shared Pro/ENGINEER session has started, no new attendees are allowed to join the conference. 1. While in an active conference, click Run in the PTC Conference Center dialog box. You automatically become the session Leader. 2. The system prompts you whether you want to use the current Pro/ENGINEER session or prefer to start a new one. If you choose to run a new session, a new

18

Design Conferencing

Pro/ENGINEER session starts in a separate window. Your role is now changed to Presenter, and Run becomes inactive. . The role of each 3. To start participating in a shared session, participants click participant is changed from Attendee to Observer. A new Pro/ENGINEER session starts on each participant's machine. The shared session configuration is determined by that of the session Leader. 4. The Presenter starts working with Pro/ENGINEER. All Presenter's modeling activities are duplicated on each Observer's machine. In the course of the session, the following activities may take place: o o o o o The Presenter can transfer session control to a session participant. A session participant can request control over the session. Session participants can use Chat and Instant Messaging. The Presenter can stop or pause the session. An Observer can pause and resume the session where it was paused. .

5. To terminate the session, click

To Transfer the Role of the Presenter


Use one of the following methods to transfer control of a shared session: An Observer can request to take the role of the Presenter. The Presenter must approve the request. The current Presenter can grant the Presenter role to an Observer. The Observer must accept the role of the Presenter. The conference Host can take over the session.

To Request Control of a Shared Session


As an Observer, you can request control of a session. 1. In the PTC Conference Center dialog box, under Participants, locate the Presenter. 2. Right-click the Presenter's name to open a shortcut menu. 3. Click Request Control. A dialog box with your request opens on the Presenter's desktop. 4. The Presenter clicks Accept or Decline. If the Presenter does not reply, the request is pending until the next control transfer. 5. If the request is granted, right-click your name in the Participants list and click Take Control. You become the Presenter and gain control of Pro/ENGINEER.

19

Design Conferencing Help Topic Collection

To Grant Control of a Shared Session


As a Presenter, you can grant control of a shared session to an Observer. 1. In the PTC Conference Center dialog box, under Participants, locate an Observer to whom you want to transfer the session control. 2. Right-click the Observer's name to open a shortcut menu. 3. Click Grant Control.

To Take Control of a Shared Session (for a Conference Host)


A conference Host can always take control over a session. 1. In the PTC Conference Center dialog box, right-click to open a shortcut menu. 2. Click Take Control. The current Presenter receives notification that the conference Host has taken over the session.

Using the Session Controls


When you run a shared application session, use controls located under Conference Session in the PTC Conference Center dialog box. Action Who can do it How to do it

Initiate a session Start recording Play a current session Pause or continue a session

Any participant Presenter Observer

Click Run. Click Click . .

Any participant Click to pause.

(Presenter) Click to continue. (Observer) Click to continue. Exit a session Request control over a session Any participant Any participant Click .

Right-click the Presenter's name and click Request Control.

20

Design Conferencing

Action

Who can do it

How to do it

Grant control to Observer

Presenter

Right-click an Observer's name and click Grant Control.

PDM System as a Data Source for Design Conferencing


About Using a PDM System from Design Conferencing
When initiating a shared session, the session Leader can specify a PDM system such as Windchill or ProjectLink as a data source for the shared Pro/ENGINEER session. If the PDM system is included, the active workspace or project of the primary server becomes the default file location for database transactions during the shared session. In addition to the PDM system, the conference shared space is also available during the shared session.

Session Leader as the PDM Master


By connecting to the PDM server, the session Leader assumes the role of the PDM Master for the shared session. This means that the Leader's primary PDM server sets the default file location for storage and retrieval. In addition, the session Leader can also specify which database operations are allowed during the shared session. For example, the session Leader can disallow a check-in. Only the session Leader is required to have access to the PDM server. Other conference participants can be on the other side of the firewall, and they are not required to have access to the PDM server. Although the Presenter can initiate a database operation, the operation is executed through the Leader's connection to the PDM server. If connected to the PDM server, the shared session allows participants to access Windchill cabinets and the active workspace of the primary server. When the PDM Master exits the shared session, the Pro/ENGINEER session ends for all session participants.

To View the Authorized Operations


At the beginning of a shared Pro/ENGINEER session, the session Leader specifies which PDM operations will be available for the duration of the shared session. The session Leader cannot change this selection after the shared session has started. To view the authorized operations after the session has started, 1. Click Conference > Preferences. 2. In the Preferences dialog box, click the Session Profile tab. The Preferences dialog box lists the operations available for the session. 3. Click OK. 21

Design Conferencing Help Topic Collection

About Saving and Retrieving Database Objects


If the primary server is included as a data source for the shared session, the session Leader can retrieve objects from and save objects to the primary server. Note: The Leader's primary server becomes the default location for database transactions.

Saving Files
Selecting Save during the shared session, saves objects to the active workspace of the primary server.

Saving a Copy
Selecting Save a Copy during the shared session, saves objects to the active workspace of the primary server.

Backing Up Files
To save objects to the conference shared space, use Backup.

Retrieving Objects
During a shared session, the Leader can retrieve objects from the following locations: (Default) The active workspace of the primary server Shared cabinets of the primary server The conference shared space

Two methods are available to retrieve objects from the shared cabinets of the primary server: Change the Look in location in the File Open dialog box. Use the Folder navigator to locate the object, and then open it using the Pro/ENGINEER browser.

To Set Up the PDM System as a Data Source


Note: Before starting the shared Pro/ENGINEER session, the session Leader must have the primary server of the PDM system registered with Pro/ENGINEER. Use Tools > Server Registry to register the primary server and set up the active workspace or project. 1. If you are already a conference participant and want to initiate a shared session, click Run in the PTC Conference Center dialog box. 2. You are prompted whether you want to use the current Pro/ENGINEER session. Click Yes or No.

22

Design Conferencing

3. If the PDM system has been registered with Pro/ENGINEER, a dialog box opens prompting you whether you want to access the active workspace or project of the PDM system during the session. You can proceed to start the session by clicking Yes, or, before entering the session, you can specify which database operations will be available for the shared session. Note: After you start the shared session, you cannot change the selection of database operations. 4. To select operations, click Options. 5. From the Conference PDM Options dialog box, select the database operations to allow and click OK. You can choose from the following operations: o o o o o Check In Check Out Undo Check Out Upload Update

6. When finished selecting operations, click Yes to start the session. The shared session starts. The primary server of the PDM system becomes the default file location for the shared session. The Folder navigator shows the nodes for the Windchill cabinets and the active workspace or project as well as the node for the conference shared space. The database operations are available for you from the File menu. 7. Continue with the shared session.

Shared Spaces
About Shared Spaces
A shared space is a place where conference participants can share files and collaborate on a project. Note: If you included the PDM system as a data source for the shared session, the primary server of the PDM system becomes the default file location for storage and retrieval. When you log in to the PTC Conference Center and create a conference, a corresponding shared space is created on your server. As you invite other participants to the conference, a copy of the shared space is created on the server of each participant. The contents of the shared space are duplicated for each participant. Any change is shared in real time among all conference participants who are logged in to the PTC Conference Center. If you work while not connected to the network, when you reconnect, the contents of the shared space are automatically updated.

23

Design Conferencing Help Topic Collection

When the session Leader saves a model to the shared space, the same version of the model is available in the shared space for all conference participants. If the session Leader ends a shared session without saving the model, it is not present in the shared space. Note: For UNIX machines, the shared spaces are stored on a remote machine that runs the PTC Conference server. You can use the Folder navigator to browse files in the conference directory under Shared Spaces. To do this, you must log in to the PTC Conference Center.

About Different Access Levels to the Shared Space


As a conference Host, you can specify the appropriate access level to a conference and determine how and when conference participants can view the contents of the conference shared space. You can choose from two levels of access: Full access(Default) Conference participants can access the contents of the conference shared space directly from Pro/ENGINEER or the PTC Conference Center. To access the shared space from the PTC Conference Center, the conference Host must be active in the conference. Alternatively, participants can click in the Pro/ENGINEER Folder navigator to search all the shared spaces to which they have access, regardless if the Host has activated the conference. Limited accessConference participants can access the contents of the conference shared space only if the conference Host has activated the conference. If the conference is not active, participants cannot see the shared space.

Note: These settings do not affect the Host's privileges. The conference Host always has full access to the conference shared space. To set up the access level, you must change the conference preferences by editing the ptcvconf.ptc file. The default ptcvocnf.ptc file is located in the Pro/ENGINEER_loadpoint/apps/ptcvconf/text/ directory. You can place ptcvocnf.ptc file locally, in the current or home directory. When you start Design Conferencing, the system looks for the ptcvconf.ptc file in the following order: 1. Pro/ENGINEER startup directory. 2. Home directory. 3. Pro/ENGINEER loadpoint directory, if you start the Conference Center from Pro/ENGINEER loadpoint. 4. Collaboration tools loadpoint directory, if you start Conference Center from the Collaboration tools load point. For example, if you have ptcvconf.ptc in the home directory, Design Conferencing uses that file and does not check the other locations.

24

Design Conferencing

To Edit the ptcvconf.ptc File


The conference Host can set the level of access to the shared space by editing the ptcvconf.ptc file. 1. Locate the file in the Pro/ENGINEER_loadpoint/apps/ptcvconf/text/ directory and copy it locally to the current or home directory. 2. Open the ptcvconf.ptc file. To change the access level to limited, edit the following line: (access_type and change it to: (access_type "limited_access") "full_access")

3. Save the file to your current or home directory. Next time you start Design Conferencing, the application will use the new preferences.

To Access Shared Spaces


You can access shared spaces from Pro/ENGINEER in two ways: While you are logged into the PTC Conference Center, click Design Conference dialog box. in the PTC

If you are not logged into the PTC Conference Center, click the Shared Spaces node in the Folder navigator. Log into the PTC Conference Center and start working with the shared spaces.

To Create a New Shared Space


1. Access the PTC Conference Center. 2. Create a new conference by clicking Create in the PTC Conference Center dialog box. . The Browse Shared Spaces window 3. To access the shared space, click opens. The tree in the left frame of the window shows the shared space created for the new conference. You can now add objects to the shared space.

To Add to or Remove Objects from the Shared Space


1. Click opens. to access the shared spaces. The Browse Shared Spaces window

2. If you have several shared spaces, click the node for the shared space to which you want to add objects. . In the Open dialog box, select an object that you want 3. To add objects, click to add to the shared space. The added object appears in the right frame.

25

Design Conferencing Help Topic Collection

4. To remove objects, select an object in the right frame and click 5. Click Close to return to the PTC Conference Center.

Adding Objects to the Shared Space


Before you start a shared Pro/ENGINEER session, you can place objects in the conference shared space so you can use it in your shared session. You can also save objects directly to the shared space from a Pro/ENGINEER session using File > Backup or File > Save a Copy. Select the shared space from the Look In list in the respective dialog box and navigate to the conference folder where you want to store the object. If you are not currently logged into the PTC Conference Center, you will be asked to authenticate yourself.

To Work with the Shared Spaces Managing Folders


To work with files and folders in the shared spaces, click in the PTC Conference Center dialog box to access the Browse Shared Spaces window. You can manipulate folders within a shared space as follows: Add a new folderSelect a node under which you want to create a subfolder and click .

Delete a folderSelect a folder and click Edit > Delete. Rename a folderSelect a folder in a shared space and click Edit > Rename.

Managing Shared Spaces


You can rename a shared space by clicking Conference > Rename Conference in the PTC Conference Center dialog box. The shared space created for the conference does not get deleted when the conference is over. To delete a shared space on your machine, click Conference > Delete Conference in the PTC Conference Center dialog box.

Contacts
About My Contacts
You can maintain a list of your contacts and use this list to invite participants to a conference. To access the contacts information, click Conference > My Contacts in the PTC Conference Center dialog box. The My Contacts list shows the user name and e-mail address of your contact. You can sort the columns in the Contacts list.

26

Design Conferencing

The My Contacts dialog box lets you perform the following tasks: Search and add a contact to the list Add a contact by importing a V-card Invite a contact to a conference

Use the following icons to manage your contacts: Add a contact to the list. Remove a contact. Invite a contact to a conference.

To Add New Contacts Using Search


You can use the search tool in the My Contacts dialog box to search in either a corporate LAN or WAN domain or in an LDAP mail setup domain. 1. In the PTC Conference Center dialog box, click Conference > My Contacts. The My Contacts dialog box opens. 2. Under Search for contacts, specify the domain in the Look in text box. 3. Type a string in the Look for text box. You can use an asterisk (*) when specifying a string. 4. Click Go. The search results list the user name and email address. 5. To add a contact from the search results, select a user name and click can select multiple items by using the SHIFT or CTRL key. 6. To remove a contact from the list, select a contact and click . . You

About a V-Card
You can use a V-card to share your user profile with a colleague. A V-card enables you to invite users outside of your company's firewall. Using a V-card involves several steps. First, you create a V-card by filling out your user profile and exporting it in the form of a V-card. Then you e-mail your V-card to a colleague who can import the V-card into the contacts list.

To Export a V-Card
1. Click Conference > Preferences. The Preferences dialog box opens. 2. Fill out your user profile information. 3. Click Export V-Card. 4. Specify the file name and location by using the Save VCard dialog box. 27

Design Conferencing Help Topic Collection

5. Click OK. The system saves a .vcard file to the specified directory. Now you can e-mail your V-card to a colleague.

To Import a V-Card
After you receive an e-mail with a V-card from your colleague, save the V-card locally. Then you can import the V-card into your contacts list. 1. In the PTC Conference Center dialog box, click Conference > My Contacts. The My Contacts dialog box opens. 2. Click Contacts > Import. 3. In the Select VCard dialog box, select a V-card and click OK. The contact is added to the My Contacts list.

Chat and Instant Messaging


To Use Chat
To exchange messages with all conference participants, use Chat. In the PTC Conference Center dialog box, type a message in the Enter message box. The message appears in the box under Chat with the name of the sender displayed in bold.

To Use Instant Messaging


To exchange messages with an individual conference participant, use Instant Messaging. 1. In the PTC Conference Center dialog box, do one of the following: o o Right-click a participant's name and click Instant Message. Select a participant's name and click Action > Instant Message.

2. A message window opens. Type a message. 3. A response from a recipient appears in the same dialog box. 4. To end, close the message dialog box.

Troubleshooting
About Log Files
You can enable creation of log files to help in diagnostics of any problems encountered in Design Conferencing. If you want the system to create log files, set this environment variable: VC_LOG_DIR <full directory path to the log file>

28

Design Conferencing

If this variable is set, the system creates two log filesfor the Pro/ENGINEER executable and for the Design Conference process (ptcvconf). In addition, you can set the system to create a log file for the Conference server (csd process). To do this, set this environment variable: CSD_LOG_DIR <full directory path to the log file>

29

Index
A access to shared space limited...................................... 27 access to shared space.................. 27 C Chat ........................................... 32 conf_mouse_anim configuration option ............................................... 19 conference information.................. 18 conference preferences access to shared space ............... 27 PDM privileges........................... 25 user profile ............................... 12 conference preferences ................. 12 conference roles ............................. 9 conference See design conference .... 9 conference server changing .................................... 8 connecting to .............................. 8 starting and stopping ................... 8 conference server ........................... 8 contacts exporting a V-card ..................... 32 importing a V-card ..................... 32 inviting..................................... 14 overview................................... 30 using search to add.................... 31 contacts ...................................... 30 D design conference conference preferences ...............12 connecting to a server.................. 8 creating ....................................11 deleting ....................................19 exiting ....................................... 8 frequently asked questions ........... 5 information................................18 inviting participants See invitations .............................................13 joining and reentering .................16 overview .................................... 9 removing a participant from.........17 renaming ..................................18 roles in ...................................... 9 rules for ..................................... 9 shared Pro/ENGINEER session......19 switching between conferences ....17 user profiles ..............................12 using a PDM system....................23 viewing my conferences ..............16 design conference ..................... 9, 23 Design Conferencing overview .................................... 1 See Also design conference........... 9 Design Conferencing....................1, 4 Design Conferencing Extension (DCX) license ....................................... 2 Design Conferencing Participant (DCP) license ....................................... 2 I Instant Messaging .........................33 31

Design Conferencing Help Topic Collection

invitations accepting .................................. 15 by email ................................... 15 sending from the Invite Participants dialog box .............................. 14 using the My Contacts list ........... 14 invitations ................................... 15 L license requirements ....................... 2 log files ....................................... 33 M My Conferences ............................ 16 My Contacts................................. 30 P participants inviting..................................... 13 removing from a conference ........ 17 participants ............................13, 17 PDM options setting up ................................. 25 PDM options................................. 25 preferences ................................. 12 Presenter's mouse animation ......... 19 PTC Conference Center accessing.................................... 4 overview..................................... 4 PTC Conference Center.................... 4 R roles of participants in a conference .. 9 S shared file locations See shared spaces ............................................... 26 32

shared Pro/ENGINEER session environment ..............................20 granting session control ..............22 licenses used for ........................20 overview ...................................19 requesting session control ...........22 running .....................................21 session control buttons ...............23 transferring the Presenter's role ...22 using PDM system as a data source .............................................25 shared Pro/ENGINEER session.........19 shared spaces accessing ..................................28 adding objects to........................29 creating ....................................29 levels of access ..........................27 overview ...................................26 removing objects from ................29 working with files .......................30 shared spaces......................... 26, 27 U user accounts creating ..................................... 7 deleting ..................................... 6 user accounts ................................ 6 user profiles creating ....................................13 publishing .................................13 user profiles .................................12

Index V V-cards exporting .................................. 32

importing ..................................32 overview ...................................31 V-cards........................................31

33

Anda mungkin juga menyukai