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Process Simulate Basics Student

Process Simulate Basics


Guide

Version: 8.2
Course Code: WKP100S
Updated: January 2008
Publication Number: MTXW100S-S-082
Table of Contents
i

Process Simulate Basics


Student Guide
January 2008
WKP100S – Version 8.2

Publication Number
MTXW100S-S-082
Process Simulate Basics Student Guide
ii

Manual History
Manual Product Publication
Revision Version Date
A V 7.2 April 2005
B V 7.5 September 2005
C V 7.5.1 November 2005
D V 7.6 April 2006
E V 7.6.1 February 2007

F V 8.1 May 2007


G V 8.2 January 2008

This edition obsoletes all previous editions.

© Siemens Product Lifecycle Management Software Inc.


All rights reserved.
Printed in the United States of America.
Table of Contents
iii

Proprietary and Restricted


Rights Notices
The following proprietary and restricted rights notices apply.
This Guide is delivered subject to the following conditions and
restrictions:
) This Guide contains proprietary information belonging to
Siemens Product Lifecycle Management Software Inc. Such
information is supplied solely for the purpose of assisting
explicitly and properly authorized users of Process Simulate
and/or Process Designer.
) No part of its contents may be used for any other purpose,
disclosed to any person or firm or reproduced by any means,
electronic or mechanical, without the express prior written
permission of Siemens Product Lifecycle Management Software
Inc.
) The text and graphics are for the purpose of illustration and
reference only. The specifications on which they are based are
subject to change without notice.
) The software described in this guide is furnished under a
license. The software may be used or copied only in
accordance with the terms of that agreement.
) Information in this Guide is subject to change without notice.
Corporate and individual names and data used in examples
herein are fictitious unless otherwise noted.
This software and related documentation are proprietary to Siemens
Product Lifecycle Management Software Inc. LIMITATIONS TO
U.S. GOVERNMENT RIGHTS. UNPUBLISHED – RIGHTS
RESERVED UNDER THE COPYRIGHT LAWS OF THE UNITED
STATES.
Process Simulate Basics Student Guide
iv

This computer software and related computer software


documentation have been developed exclusively at private expense
and are provided subject to the following rights.
If this computer software and computer software documentation
qualify as “commercial items” (as that term is defined in FAR
2.101), their use, duplication or disclosure by the U.S. Government
is subject to the protections and restrictions as set forth in the
Siemens Product Lifecycle Management Software Inc. commercial
license for the software and/or documentation as prescribed in FAR
12212 and FAR 27.405(b)(2)(i) (for civilian agencies) and in DFARS
227.7202–1(a) and DFARS 227-7202-3(a) (for the Department of
Defense), or any successor or similar regulation, as applicable or as
amended from time to time. If this computer software and
computer documentation do not qualify as “commercial items,”
then they are “restricted computer software” and are provided with
“restrictive rights,” and their use duplication or disclosure by the
U.S. Government is subject to the protections and restrictions as set
forth in FAR 27.404(b) and FAR 52–227–14 (for civilian agencies),
and DFARS 227.7203–5(c) and DFARS 252.227–7014 (for the
Department of Defense), or any successor or similar regulation, as
applicable or as amended from time to time. Siemens Product
Lifecycle Management Software Inc., 5800 Granite Parkway, Suite
600, Plano, Texas 75024, USA.
Copyright 2008 Siemens Product Lifecycle Management Software
Inc. All rights reserved.
Table of Contents
v

Teamcenter, NX, Tecnomatix, Solid Edge, eM-Planner, eMServer,


Process Designer, Process Simulate, Web-Based BOP Manager, WI
Browse Server, Process Reports Server, Robcad, ROSE, Plant
Simulation Professional, Valisys Probe CAD, Valisys Qualify,
Valisys Gauge, Valisys Insight, Valisys Inspector, eM-Inspect,
Valisys Measure, Valisys TolMate, eM-TolCenter, Machining Line
Planner, Robcad Spot, Robcad Paint, Robcad Arc, FactoryCAD, Vis
VSA, FactoryFlow, FactoryMockup; and the Teamcenter, NX,
Tecnomatix, Solid Edge, and Siemens logos are trademarks of
Siemens Product Lifecycle Management Software Inc.

Other company and brand products and service names are trademarks or
registered trademarks of their respective holders.
Process Simulate Basics Student Guide
vi

Table of Contents
Chapter 1: Introduction to Process Simulate ................................1-1
Lesson 1: Introduction .............................................................................................. 1-2
Lesson 2: Methodology and Workflow ..................................................................... 1-6
Lesson 3: The Theory of Tecnomatix eBOP ............................................................ 1-11
Lesson 4: Creating a Study...................................................................................... 1-20
Lesson 5: Accessing Data in Process Simulate ........................................................ 1-27
Lesson 6: Process Simulate Data Management ....................................................... 1-34

Chapter 2: Introduction to the Process Simulate Environment .....2-1


Lesson 1: Introducing Process Simulate .................................................................... 2-3
Lesson 2: Working with Viewers............................................................................... 2-5
Lesson 3: Snapshots ................................................................................................ 2-15
Lesson 4: Review of Placement Commands ............................................................ 2-19
Lesson 5: Additional Commands............................................................................. 2-30
Lesson 6: Accessing Online Help and Release Notes .............................................. 2-33

Chapter 3: Process Simulate Analysis Tools ..................................3-1


Lesson 1: Demonstrations of Process Simulate ......................................................... 3-2
Lesson 2: Introduction to Collision Detection ........................................................ 3-13
Lesson 3: More on Collision Detection ................................................................... 3-21
Lesson 4: Factors that Affect Collision Detection ................................................... 3-32
Lesson 5: Cutting Sections ...................................................................................... 3-37
Lesson 6: Final Notes on Cutting Sections .............................................................. 3-41

Chapter 4: Deliverables ................................................................4-1


Lesson 1: Markups and Graphic Viewer Text ........................................................... 4-2
Lesson 2: Storing Pictures of the Workcell ............................................................... 4-8
Lesson 3: Presentation Mode .................................................................................. 4-10
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Lesson 4: Recording Process Simulate Simulations to an .AVI File ......................... 4-14


Lesson 5: Movie Manager ....................................................................................... 4-18

Chapter 5: Other Selected Topics .................................................5-1


Lesson 1: Fundamentals of Kinematics ......................................................................5-2
Lesson 2: Creating Device Operations ......................................................................5-6
Lesson 3: Moving Robots ........................................................................................ 5-11
Lesson 4: Process Designer Commands in Process Simulate .................................. 5-21
Lesson 5: Using Process Designer Disconnected .................................................... 5-23
Lesson 6: Putting It All Together............................................................................. 5-30
Lesson 7: Where Do We Go From Here................................................................. 5-32

Appendix A: Classroom Setup...................................................... A-1


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Introduction to Process Simulate
1-1
CHAPTER 1

Chapter 1

Introduction to
Process Simulate

About This Chapter

This chapter provides an introduction to Process Simulate, and


contains the following lessons:
) Lesson 1: Introduction page 1-2, briefly describes the
typographical conventions.
) Lesson 2: Methodology and Workflow, page 1-6, describes the
Process Simulate workflow.
) Lesson 3: The Theory of Tecnomatix eBOP, page 1-11,
describes the basic concepts of Process Designer.
) Lesson 4: Creating a Study page 1-20, describes how to create
a study to open in Process Simulate.
) Lesson 5: Accessing Data in Process Simulate, page 1-27,
describes how to start Process Simulate.
) Lesson 6: Process Simulate Data Management, page 1-34,
describes the basic file structure and how to set the System
Root.

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Lesson 1: Introduction
Introduction to the Training
Manual Structure
The training manual is designed for a classroom containing
between three to eleven eMS clients, an eMS server (a.k.a.
eMServer) workstation, and an Oracle Server machine.
The students will be assigned as follows:

User eMS eMS User Id


Workstation
Type

instructor client administrator

student client user1

student client user2

student client user3

student client user4

student client user5

student client user6

student client user7

student client user8

student client user9

student client user10

See Appendix A for a detailed description of the classroom setup.

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CHAPTER 1

Student Guide Typographical


Conventions
It is important for each trainee to understand this syntax before
starting the exercises. The following typographical conventions
will be followed in this Student Guide:
A training manual is broken down into logical units called
chapters.
The chapters are sub-divided into small lessons that have two
sections: the instructor lecture and the student exercise.
The exercise contains all button clicks required to produce the
result of the concept being taught in the lesson. The following
syntax will be found in the exercises:

¾ Bullet Conventions:

¾ This bullet is used to show an important sub-grouping of a


lesson or exercise. Usually bullet points or steps to do
something follow it.
This bullet is used to show bullet points in a lesson. It is not
usually found in an exercise.
™ This bullet is used to highlight the button clicks that need to
be carried out to complete a step of an exercise. Sometimes
they are used in a lesson to denote sub-bullets of the bullet
shown above.

¾ Informational Sidebar Conventions:

This icon is used to show notes of special importance. This


icon type is used most often.
This icon is used to show tips that may be helpful after class.
The manual may only have a sparingly few number of these.

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This icon is used to show areas where students usually “fall


in a hole”. It is meant to warn them before, help them
avoid, or help them get out once they are stuck. Hopefully
the manual has sparingly few of these situations.

¾ Basic Exercise Conventions:


) Each exercise begins with a bold heading that begins with the
word Exercise. An exercise ends at the next bold heading.
) Each exercise is created in an outline format.
) The numbered steps give an overview of what is to be
accomplished.
) Detailed sub-steps enumerated by bullets follow each
numbered step.
Y For example: Here is a sub-step.
) It is suggested that the trainee read the overview step to
understand what is to be done. Then continue to the bulleted
sub-steps for each button click required to complete the step.

¾ Exercise Button Click Conventions:


) In the exercises the titles of windows, pop-ups, toolbars, or
viewers, are shown in italic.
) Items that should be clicked with the mouse (i.e. action items),
are shown in bold. For example: objects, buttons, icons, menu
selections.
) However, the [OK] button is shown in brackets.
) Special keys from the keyboard are shown in brackets. For
example: [Enter], [Alt], [Ctrl], [Delete], etc…
) When an action item from the top menu bar is found in an
exercise it is shown with an arrow between the top menu and
the action item. For example: File -> Exit.

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CHAPTER 1

) When an icon is referenced in an exercise of the training


manual, the name of the icon appears in bold in the step
followed by the icon. For example: Open Project .

¾ Example Usage of Exercise Conventions:


1 There are two ways to refer to a top menu item such as Save:

Y From the File menu, select Save. The current file is saved.
Or
Y Select File -> Save. The current file is saved.
2 Here is how an icon from a toolbar is refered to in an exercise:

Y Click Save from the Standard toolbar.


3 Here is how a button on the keyboard or a common button on
a form is refered to in an exercise:

Y Press the [Enter] key.


Y Click [OK].

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Lesson 2: Methodology and


Workflow
Training Methodology
This Student Guide begins by giving an overview of the overall goal
of this class, depicted in chapter 1.

Basic Definitions
eBOP is an electronic bill of process. It is made up of four primary
components: Product, Operations, Resources, and Manufacturing
Features.
Product – refers to the object that will be produced from the
manufacturing process described in the eBOP.
Operations – refers to the sequence of steps that will be performed
to produce the product.
Resources – refers to the objects such as machines, tools, and
workers--within a manufacturing plant--that will perform the
operations to produce the product.
Manufacturing Features – Manufacturing features are used to
represent special relationships between several parts. Two
examples of manufacturing features are weld spots and datums.
Also in this training, eMS database refers to the Oracle database
used by Process Designer, Web-Based BOP Manager, WI Browse
Server, and BOP Web Reporting. eMS data is data within the eMS
database.

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CHAPTER 1

What is Process Simulate?


Tecnomatix offers a suite of engineering study tools known
collectively as Process Simulate. This suite includes Process
Simulate Human, Process Simulate Spot, Process Simulate
Robotics, Process Simulate Commissioning, and Process Simulate
Assembler. This training deals exclusively with basic Process
Simulate.
Process Simulate is a dynamic environment that facilitates concept
verification, as well as assembly and serviceability studies, by
enabling a packaging engineer to conveniently:
) Verify the feasibility of a product assembly.
) Develop practical paths for assembly and the disassembly of
parts.
) Check collisions and clearances dynamically for tools, robot
arms and the human hand.
) Simulate the entire assembly process.
) Perform serviceability studies of the assembly.
) Determine how to service a specified part of the assembly.
The Process Simulateinterface looks very similar to the interface for
Microsoft Word or other Windows applications. The same File,
Edit, View, and Help options are displayed on the menu bar.

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Typical Process Simulate Usage


This training manual is divided into the following sections and
follows the displayed workflow.

Opening a New
Study

Creating an
Operation

Creating a Sequence
of Operations

Analyzing and
Modifying a Path

Outputting
Deliverables &
Collaboration

NOTE
An Operation in Process Simulate is equivalent to a Teamcenter Manufacturing
Process. Sometimes the words Operation and Process will be used
interchangeably in class. More on this later in class.

¾ Step1 Opening a New Study

Product, operation, and resource trees, which represent a desired


smaller area of the complete project, are loaded into the simulation
environment.

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CHAPTER 1

¾ Step 2 Creating an Operation

An operation is typically related to a path of motion of an object


(i.e. robot welding, a human picking up parts, or a part moving
freely through space).

¾ Step 3 Creating Sequence of Operations

A sequence of operations combines separate operations into an


entire process. This sequence contains individual operations for the
currently displayed assembly, combines them into a sequence of
operations, and simulates a selected sequence. It is used to
demonstrate and verify the feasibility of a complete process in the
dynamic simulated environment, and to produce reports.

¾ Step 4 Analyzing and Modifying a Path

Collision list pairs and set clearances are created using the
Collision Setup toolbox, and are checked during the movement of
the parts along their paths.
The path is then simulated. When desired, the simulation can be
halted and then restarted in either the forward or the reverse
direction. The simulation may begin at any location or at any time.
The simulation can be stopped when one of the collision or
clearance conditions is violated.
The path can be edited at problematic locations to obtain a more
optimized path. The last step in this process is the verification of all
locations where an assembly part violates a predefined clearance
along the path, and the determination of where minimum
clearances are reached along the path.

¾ Step 5 Outputting Deliverables and Collaboration

Process Simulate provides various outputs for the engineer. The


following outputs constitute documentation of fault conditions,
which can be used as a means of communication with the
designers:

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) A report of the collision and clearance violations along the


path.
) A report of the path or paths that were developed for the
assembly parts.
) A movie of the simulation, in .AVI format.
Finally, the changes to the process and deliverables can be updated
back to the eMS database (Process Designer). This information can
then be passed back to Teamcenter Manufacturing and shared with
various groups whose data is feed from Teamcenter Manufacturing.

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Introduction to Process Simulate
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CHAPTER 1

Lesson 3: The Theory of


Tecnomatix eBOP
Introduction
The eBOP data is stored in the eMS database. There are several
primary tools used to access that data:
) Process Designer – Primary content creation tool
) Process Simulate – Environment containing several Tecnomatix
engineering tools.
) Machining Line Planner – Content creation tool for NC
machining planning.
) Plant Simulation – Analyze plant throughput, etc...
) Web-Based BOP Manager / WI Browse Server – Web browsing
tools
In order to better understand Process Simulate, it helps to know a
little about Process Designer, and the way the data is structured
within the eMS database.

Introduction to Process Designer


) The Process Designer product is used to plan manufacturing
processes and manage the process database.
) It is a hierarchical process database that links product data with
manufacturing resources and operations. This results in an
integrated framework for a complete production-engineering
process.
) As a system for the top-down creation, modification and
navigation of process data, Process Designer coordinates and
simplifies the task of process planning.

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) It integrates manufacturing process planning, analysis,


validation, and optimization.
) By enabling concurrent, collaborative workflow between
different process-planning teams, Process Designer shortens the
project life cycle and simplifies the entire process-planning
task.
) Process Designer constitutes a single logical location where all
process information can be correlated, interrelated and
controlled.
) Process Designer is an integral part of the Tecnomatix eMS
solutions.

The Four Basic eMS Objects


The eMS users (Process Designer, Process Simulate, and Wed-
Based BOP Manager) coordinate four basic groups of objects: parts,
operations, resources, and manufacturing features.

1 Parts are the pieces that make up the manufactured


product.
Y The parts tree lists all of the parts of the final product as a
hierarchical model that depicts how the parts relate to one
another in the completed product.

2 Operations are the actions performed in order to


manufacture the product.
Y The operations tree lists all of the operations and describes
the order in which they will be performed.

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CHAPTER 1

3 Resources are the factory facilities that perform the


operations on the parts; these include assembly lines, stations,
zones, work-cells, tools, and fixtures.
Y The resources tree lists the workers, tools, and fixtures. It
also describes the order and placement of the resources as
well.

4 Manufacturing features Manufacturing features are


used to represent special relationships between several parts.
Two examples of a manufacturing feature are weld spots and
PLP (datums). This object type is generally used by Automotive
Body-In-White users.

Using Process Designer to Figure


Out How to Manufacture a Product
1 First, we decide on a part that we would like to manufacture.
Y Parts are represented by an orange triangle in eMS.
1

2 Manufacturing features are associated to parts.


Y Manufacturing features (MFG) are represented by a green
icon in Process Designer.

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2a

2b

3 Now we need to figure out how to manufacture this part. For


example, does it require spot welding, stamping, painting,
assembly, etc... These are the operations that must be
performed in order to create this part.
Y Operations are represented by magenta squares in Process
Designer.

2a

2b

1
3a

3b

4 Manufacturing features (i.e. weld spots) are assigned to the


operations.

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CHAPTER 1

2a

4
2b

3b 3a

5 Now to perform these operations, we will need specific


resources. For example, we may need robots, workers, spot
welding guns, dump units, workcells, factories, etc...
Y Resources are represented by blue circles in Process
Designer.

2a

2b 4

3a

3b
5a

5b

6 The relationships between the basic objects (operations,


resources, parts, and manufacturing features) and the objects
themselves define the eBOP. This is what is contained in the
eMS database.

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Hierarchical Trees and Libraries of


Nodes
There are two main ways that nodes are stored in the eMS
database: as a hierarchical tree and as libraries. Each of the four
basic types of objects is a little different in how they are stored in
the eMS database. See the descriptions that follow.

¾ Product Representation:
) Part Library is a flat tree that contains the master of each
unique part from the hierarchical product tree.
) Product Tree is a hierarchical tree typically organized by
regions of the final product (i.e. underbody, motor
compartment, etc…) by the product design group. Two types
of product trees:
Y EBOM – (Engineering Bill of Materials) Product data
organized by areas of the vehicle. This is the typical tree
used by the product design group and stored in a CAD
system.
Y MBOM – (Manufacturing Bill of Materials) Product tree
organized by how the product will arrive at the plant for
assembly. This tree contains assemblies of incoming parts
into the stations along the line.
) In Process Assembly Tree (or IPA Tree) is a hierarchical tree
similar in structure to the operations tree. It contains the list of
parts that have been allocated as incoming parts into a station
in the assembly line.

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¾ Resource Representation:
) Resource Library is a flat tree that contains the master of each
unique resource from the hierarchical resource tree. More
resources may exist in the resource library than are used in the
resource tree. This library shows the standard list of common
resources (i.e. robots and workers) and resources specific to a
project (i.e. tooling). Sub-libraries can be created to better
organize the resources.
) Resource Tree (a.k.a. BOR: bill of resources) is a hierarchical
tree typically organized by regions of the manufacturing plant
(i.e. plant, line, zone, station, etc…). Each station contains a
list of resources used there.

¾ Operation Representation:
) Operation Library (optional) is a flat tree that contains the
template copy for commonly used operational sequences.
) Operation Tree (a.k.a. EBOP: electronic bill of process) is a
hierarchical tree typically organized by regions of the
manufacturing plant (i.e. plant, line, zone, station, etc…). Each
station contains the sequence of operations that will be
performed there.

¾ Manufacturing Feature (MFG) Representation:


) Mfg Feature Library is a flat tree that contains the master of
each unique weld spot or datum. Sub-libraries can be created
to better organize the Mfg features by regions of the final
product (i.e. underbody, motor compartment, etc…).

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Generic eMS Process Overview


Teamcenter (unified) Process Designer Study Tools

Get
Create
product
Context
data Sync product data.
from
containing
the PDM Product
(UG, Create an operation and Robcad (Robotics)
data
CATIA,
(i.e. from
ProE,
UG, resource tree to produce
CATIA, I-DEAS,
etc…) the product. Link and
Process Simulate Spot (Weld
ProE, etc…). validate the product,
Verification)
Optionally include operation, and resources
Operation / trees. Publish eBOP and
Resource Templates IPA. Open Process Simulate Assembly (Assembly
View published Study Process Analysis)
eBOP and IPA.
Sync Process Simulate Human (Manual
Operations)

Update Plant Simulation (Discrete events)


Publish eMS database
Process Simulate Commissioning

Machining Line Planner (NC Machining)

Collaborative Tools (web output)


Process Simulate CEE & Robotics

Layout Integration (Microstation or


BOP Web Reporting Web-Based BOP AutoCAD)
Manager
Etc …

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CHAPTER 1

Generic Process Introduction


Here are the steps that would be followed in a generic project
using Process Designer and Process Simulate:

¾ Detailed Steps
1 Data Administrator creates new Collaborative Context
(containing the desired Structure Contexts).**
2 Data Administrator creates a new Application Interface and
matching eMS project.**
3 Users synchronize Context data into this project.**
4 Create Plant/Line/Zone operation and resource tree skeletons.**
5 Create Station inside the Zones.**
6 Layout the station Resource contents (or at step 9).**
7 Assign Template Operations to Stations.**
8 Setup PERT chart for Zone/Stations. **
9 Assign Resources to Stations (or at step 6). **
10 Request/Perform a detailed study (Robcad, Plant Simulation,
Process Simulate Spot, Process Simulate Assembler, Process
Simulate Human, Process Simulate Robotics, Process Simulate
Commissioning, etc…).
11 View data using Wed-Based BOP Manager and BOP Web
Reporting.**
12 Users Publish to Teamcenter and Process changes**

** We will not cover these topics in this training class. It will take
several classes to cover all these steps.

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1-20

Lesson 4: Creating a Study


Introduction
In this lesson, we will create an empty study in Process Designer to
open Process Simulate. For other exercises in class, we will use
pre-existing studies.

Exercise 1: Setting the Working


Folder
Objective: To set the software’s working folder (temporary scratch
area).
1 Login to Process Designer using your user id. (If Process
Simulate is not already started).
Y Double click on the Process Designer desktop icon.

Y Login (eMS login id) with no password.

User eMS User Id

instructor administrator

student user1

student user2

student user3

student user4

student user5

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CHAPTER 1

student user6

student user7

student user8

student user9

student user10

Y Click [OK].
2 Open the Human Sim Training project. (If the project is not
already opened).
Y From the Open Project window, select the Human Sim
Training project.
Y Click [OK].
3 Check out your working folder and set it as the working folder.
Y Browse into the Working Folders folder.
Y Check out your working folder according to this chart:
Right click it and select check out.

eMS User Id Working folder

administrator Administrator Working Folder

user1 User1 Working Folder

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user2 User2 Working Folder

user3 User3 Working Folder

user4 User4 Working Folder

user5 User5 Working Folder

user6 User6 Working Folder

user7 User7 Working Folder

user8 User8 Working Folder

user9 User9 Working Folder

user10 User10 Working Folder


Y Select Edit -> Set as working folder.
4 Do not exit from Process Designer.
Y Select File -> Exit.

Exercise 2: Creating a New Study


Objective: To create an empty study.
1 Continue working in Process Designer in the Assembler Sim
Training project. (If the project is not already opened).
2 Browse to the Resource Tree.
Y In the Navigation Tree, expand the Process folder.

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CHAPTER 1

Y Right click the Assembler Training (blue) resource tree and


select Navigation Tree .
Y In the Navigation Tree displaying resource data, expand the
tree one level.
3 Browse the (blue) tree and locate your area.
Y Locate your PrLine and PrZone according to this table:

eMS User Id PrLine PrZone

administrator Assy Line 11 Demo

user1 Assy Line 1 Demo

user2 Assy Line 2 Demo

user3 Assy Line 3 Demo

user4 Assy Line 4 Demo

user5 Assy Line 5 Demo

user6 Assy Line 6 Demo

user7 Assy Line 7 Demo

user8 Assy Line 8 Demo

user9 Assy Line 9 Demo

user10 Assy Line 10 Demo


Y From the Navigation Tree, browse into your line and then
into your zone.

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4 Check it out.
Y From the Navigation Tree, right-click the Demo PrZone and
check it out.

5 Check out the operation twin.


Y Within the original Navigation tree, browse to the Process
folder.
Y Right click the Assembler Training (pink) operations tree
and select Navigation Tree .
Y In the Navigation Tree displaying operation data, expand
the tree one level.
Y Expand into your assigned line.
Y Right-click the Demo PrZoneProcess and check it out.

6 Create a new PrStation in the resource tree.

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Y From the Navigation Tree displaying resource data, right-


click the Demo PrZone and select New.
Y Select PrStation and click [OK].

Y Expand the tree under the Demo PrZone.


Y Rename PrStation* to Assembler Study using the [F2] key.
7 Rename the new PrStationProcess twin in the operation tree the
same way.
Y Pick the Assembler Study node that was just renamed.
Y Select Tools -> Synchronize Process Objects and click
[OK].
Y (Don’t close the Navigation Tree displaying the resources
and operations).
8 Browse to your study folder.
Y In the Navigation Tree, expand the Studies folder.

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Y Check out your StudyFolder, with Hierarchy. (This is one


of the rare times we will use Check out with Hierarchy).
Y Locate your study folder according to this table:

eMS User Id Study

administrator StudyFolder (Assy Line 11)

user1 StudyFolder (Assy Line 1)

user2 StudyFolder (Assy Line 2)

user3 StudyFolder (Assy Line 3)

user4 StudyFolder (Assy Line 4)

user5 StudyFolder (Assy Line 5)

user6 StudyFolder (Assy Line 6)

user7 StudyFolder (Assy Line 7)

user8 StudyFolder (Assy Line 8)

user9 StudyFolder (Assy Line 9)

user10 StudyFolder (Assy Line 10)


Y Expand your StudyFolder.
9 Expand the Demo study folder.
10 Create a new RobcadStudy in the Demo folder.
Y Right click on the Demo folder and select New.
Y Select RobcadStudy and select [OK].
11 Rename it to Assembler Study.
12 Add the Assembler Study node from the resource tree and
operations tree to the study. Expand the tree under the study.
13 Close the Navigation Tree viewers displaying resource and
operation data.

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CHAPTER 1

Lesson 5: Accessing Data in


Process Simulate
Supported Workflows
No matter which method is used, the resulting data is basically the
same. The first two methods load the data directly from the eMS
database when the software is started. The third method works off
of a cached copy of the data.

¾ Ways to start Process Simulate:


) Method 1: Open Process Simulate (connected) Directly
) Method 2: Open Process Simulate (connected) from Process
Designer
) Method 3: Open Process Simulate Disconnected
INSTRUCTOR NOTES:
To avoid confusion, Method 3 will not be discussed until the last chapter of this
course.

Method 1: Starting and Exiting


Process Simulate Directly

¾ To start Process Simulate:


) If the Process Simulate icon is present on your desktop, double-
click it to launch the application. If not, start the Process
Simulate application from the Windows Start menu, as follows:
Y Select Start -> Programs ->Tecnomatix -> Engineering
Applications -> Process Simulate .

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) Login (eMS login id)

) Click [OK].
) Select a Project from the project list.
) Click [OK].
) In the Process Simulate Naivgation Tree, browse to a
RobcadStudy.

) Right click the RobcadStudy and select Load .

¾ To exit Process Simulate:


) Select File -> Exit.

Method 2: Starting and Exiting


Process Simulate from Process
Designer

¾ To start Process Simulate:


) If the Process Designer icon is present on your desktop, double-
click it to launch the application. If not, start the Process
Simulate application from the Windows Start menu, as follows:

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Y Select Start -> Programs ->Tecnomatix -> Planning


Applications -> Process Designer .
) Login (eMS login id)

) Click [OK].
) Select a Project from the project list.
) Click [OK].
) In the Process Designer Naivgation Tree, browse to a
RobcadStudy.
) Right click the RobcadStudy and select Open with Process
Simulate.

¾ To exit Process Simulate:


) In Process Simulate, select File -> Exit.
) In Process Designer, select File -> Exit.

Exercise: Starting Process


Simulate
Objective: To open a Process Simulate session from the specified
studies.
1 Login to Process Simulate using your user id. (If Process
Simulate is not already started).
Y Double click on the Process Simulate desktop icon.

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Y Login (eMS login id) with no password.

User eMS User Id

instructor administrator

student user1

student user2

student user3

student user4

student user5

student user6

student user7

student user8

student user9

student user10

Y Click [OK].

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2 Open the Assembler Sim Training project. (If the project is not
already opened).
Y From the Open Project window, select the Assembler Sim
Training project.
Y Click [OK].
3 Browse to your study folder.
Y In the Navigation Tree, expand the Studies folder.

Y Locate your study folder according to this table:

eMS User Id Study

administrator StudyFolder (Assy Line 11)

user1 StudyFolder (Assy Line 1)

user2 StudyFolder (Assy Line 2)

user3 StudyFolder (Assy Line 3)

user4 StudyFolder (Assy Line 4)

user5 StudyFolder (Assy Line 5)

user6 StudyFolder (Assy Line 6)

user7 StudyFolder (Assy Line 7)

user8 StudyFolder (Assy Line 8)

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user9 StudyFolder (Assy Line 9)

user10 StudyFolder (Assy Line 10)


Y Check out your StudyFolder, with Hierarchy.
Y Expand your StudyFolder. For example, here is what the
instructor’s StudyFolder contains:

4 Open your study node with Process Simulate.


Y In the Navigation Tree, expand your Demo study folder.
Y Right click your Human Asy Mouse study.

Y From the short-cut menu, select Open With Process


Simulate.
NOTES:
If nodes in your study are checked out by another user, they cannot be updated in
Process Designer after you are done working in Process Simulate.
Y Wait for Process Simulate to start and load your study.

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CHAPTER 1

5 Select Zoom To Fit from the standard toolbar. The


product, welds, and associated resources are shown in the
graphics window.

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Lesson 6: Basic Options Setup


Introduction
This lesson, describes some basic options setup.
NOTES:
More details will be provided about the data structure in the next chapter.

Data Structure
¾ 3D Data File Types (Dataset):

.CO or .COJT: A component prototype (part or resource) either


constructed using Process Simulate modeling commands, imported,
or CAD-Linked from a CAD system. Components are stored as
folders (containing .JT files) under the system root.

¾ System Root Folder

The system root folder contains several folders of 3D Data Files and
other external files referenced by nodes within the Tecnomatix eMS
database. Component prototypes are referenced from this area
into a Resource Library or part Library within the Tecnomatix eMS
database. Part prototypes are instanced from these libraries into the
product tree. Resource prototypes are instanced from these
libraries into stations in the resource tree. Studies are made from
these stations. Data from these studies is sent to Process Simulate.

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Exercise: Setting up the System


Root
Objective: In this exercise, we will set the Process Simulate System
Root. The path to all library components is relative to the System
Root. To enhance data management efficiency, workcells from
several projects can reference the same components under the
same System Root.
1 Open Process Simulate, if it is not already opened.
2 Setup the on demand viewers as desired using knowledge
gained from the EMS127 (Process Designer Basics) course.
3 Set the background color to black.
Y Select Tools -> Options.
Y Select the Color tab and change the Background color to
black.
4 Set the mouse movement mode to Continuous.
NOTES:
Direct viewing: Objects only move when you move your mouse. This is the
Process Simulate default configuration.
Continuous viewing: Objects continue to move at the initial speed of mouse
movement. This is the Robcad default
Y Select the Graphic Viewer tab.
Y Select Continuous Viewing.
Y Move the Continuous Viewing Speed slider to the middle
left.
5 Check the system root settings (you do not have permissions to
change this value in class)
Y Select the eMServer tab and verify the settings.
Y Click [OK] to close the Options window.

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Chapter Summary
In this chapter the following was discussed:
) The basic concepts of Process Simulate and Process Designer
were discussed.
) The concepts of System Root, projects, libraries, workcells, and
components were introduced.

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CHAPTER 2

Chapter 2

Introduction to
the Process
Simulate
Environment

About This Chapter

This chapter discusses the Process Simulate environment, and


contains the following lessons:
) Lesson 1: Process Simulate Introduction, page 2-3, describes
the menu and toolbar options available in Process Simulate.
) Lesson 2: Working with Viewers, page 2-5, describes the
different types of viewers available in Process Simulate, how to
access them, and explains the hierarchy of the Process Simulate
Object Tree. It also provides information regarding the various
right-click popup menus available in Process Simulate.
) Lesson 3: Snapshots, page 2-15, describes how too create and
use snapshots.
) Lesson 3: Review of Placement Commands, page 2-19, gives an
review of the three methods of object placement.
) Lesson 4: Additional Commands, page 2-30, describes other
functions that can be used in Process Simulate, such as resizing
the Process Simulate window.

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) Lesson 5: Accessing Online Help and Release Notes, page 2-


33, describes how to access online help for a command and
release notes.

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CHAPTER 2

Lesson 1: Process Simulate


Introduction
Process Simulate Basics
Process Simulate uses an object-oriented interface similar to other
Windows-type applications. This means that you must first select
the object(s) that you would like to work on, after which the
options required become available.

Process Simulate Commands


The Process Simulate commands can be accessed from the
following three places:
) Menu bar: The menu bar is located along the top of the Process
Simulate window. It displays the version of Process Simulate,
the name of the module, the name of the cell, the full path
name of the working project directory, Pick Level and the menu
buttons pertaining to the selected module.

) Toolbars: The toolbars are located just below the menu bar.
These contain shortcuts for functions available on the menu
bar.

) Right-click popup menus: Different popup menus are displayed


by right-clicking various places in the Process Simulate
window.

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Status and Title Bars


) Title Bar: The title bar is located at the very top of the Process
Simulate window. It displays the version of Process Simulate
and the name of the cell that is currently opened.

) Status Bar: The status bar is located at the very bottom of the
Process Simulate window. It displays the status of the last
executed command and the systems readiness to execute the
next command.

Viewer Area
The viewer area takes up most of the Process Simulate window.
The next lesson is completely dedicated to it.

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CHAPTER 2

Lesson 2: Working with


Viewers
Introduction
There are several viewers available in Process Simulate:
1 Navigation Tree (covered in EMS127 and chapter 2)
2 Properties (covered in EMS127)
3 Assembly Viewer (covered in EMS12 – Not covered class)
4 Collision Viewer (covered in chapter 4)
5 Edit Viewer (covered in WKP201S, WKP206S, and WKP212S)
6 Graphic Viewer (covered in EMS127)
7 MFG Viewer (covered in WKP212S - Not covered in class)
8 Modules Viewer (PLC related - Not covered in class)
9 Object Tree (covered in chapter 2)
10 Operation Tree (covered in chapter 5)
11 Relations Viewer (covered in EMS127)
12 Signal Viewer (PLC related - Not covered in class)
13 Simulation Panel (PLC related - Not covered in class)
14 Snapshot Editor (covered in chapter 2)

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Navigation Tree
The Navigation Tree offers a way to browse the Process Designer
trees from within Process Simulate. Think of it like a mini Process
Designer.

¾ Usage:

Information can be viewed by either expanding the tree or double-


clicking on the nodes in the tree.

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¾ Navigation Tree Toolbar:

) Home - Returns to the view where the project node is the


root of the tree.
) Forward - The same as double clicking on the selected node
in the Navigation Tree.
) Back - Returns to the previous view (i.e. the project root)
then expands and selects the node that was double clicked
from this view.
) History - Jump to a view with a specific node as the root of
the Navigation Tree.
) Hide/Show columns - toggles the display of the variants
column.

¾ To open the Navigation Tree:


) From the View menu, select Viewers, and then Navigation
Tree.

¾ To close the Navigation Tree:

Click Close in the right-hand corner of the window.

Graphic Viewer
The Graphic Viewer is the 3D window showing all the current
displayed elements of the workcell.

¾ To open the Graphic Viewer:


) From the View menu, select Viewers, and then Graphic
Viewer.

¾ To close the Graphic Viewer:


) Click Close in the right-hand corner of the second row of
the Process Simulate window.

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Object Tree Viewer


The Object Tree viewer displays a hierarchy of the elements of the
currently loaded cell.
Displayed objects (except weld points, locations, and paths) can be
blanked or displayed from the Object Tree viewer via special
display status squares next to the element names.
Objects in the tree can be selected in order to work on them.
Elements are displayed in the Object Tree viewer regardless of
whether they are blanked or displayed in the Graphic Viewer
(unless a filter has been applied to the Object Tree viewer).

¾ To open the Object Tree Viewer:


) From the View menu, select Viewers, and then Objects Tree.

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CHAPTER 2

¾ To close the Object Tree Viewer:


) Click Close in the right-hand corner of the window.

Objects Tree Viewer Nodes


The Object Tree displays a listing of the current study and its
contents. A cell is made up of components, frames and paths
(tasks).
NOTE:
The Operations Tree viewer will be discussed in Chapter 5, Path Creation and
Modification.

Clicking the + icon next to a node in the tree will expand it to


display the next level down. Clicking the - icon will hide
everything in that node except the tasks.

¾ Main Types of Objects:


) Group
) Component
) Entity
) Section (More on this later)
The following is a partial list of elements that can be nodes at the
first or second level of the tree:
Icon Description
Study
Folder
Part (Component) (being modeled– more on this in the
EMS203D course).

Part (Component) (not being modeled – more on this in


the EMS203D course).
Group of Parts(Compound Part)

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Resource (Component) (being modeled– more on this in


the EMS203D course).
Resource(Component) (not being modeled – more on
this in the EMS203D course).

or Group of Resources (Compound Resource)

Note

Section
Dimension

Label
Frame

… Several other objects are available depending on your


eMS customization.

Exercise 1: Getting an Overview of


the Cell from the Tree Viewer
Objective: In this exercise, we will explore the nodes and structure
of the Tree Viewer. The Tree Viewer is very useful in getting an
overview of a complex cell structure with many levels of related
entities. Use any of the workcells from the demo folder
15 In Process Simulate, browse into the study folder and select the
proper study.
Y Browse to your StudyFolder.
Y Browse to the Demo study folder.
Y Right click the Human Asy Mouse study and select Load
.

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16 Following the instructions on page 2-8, open the Tree Viewer


and explore the tree by expanding and hiding various nodes.

Exercise 2: Tree Viewer Basics


Objective: In this exercise, we will learn more about the tree
structure and its hierarchy.

1 Successively clicking the display status squares (Blank and


Display ) next to the nodes on the Objects tab of the Tree
viewer causes the tree to alternately display or hide entities in
the Graphic Viewer.
2 When you click the box next to a node, it switches between a
filled box and an empty box. When the box is fully filled, the
object is completely displayed in the tree. When it is partially
filled, the object is only partially displayed in the graphics
window. When you see an X in the box, no 3D data is
available.
3 As mentioned on page 2-9, clicking the + or - icons next to a
node expands or hides the next level, respectively. It is useful to
expand the tree fully to display all levels, since some entities
are nested within subcomponents. It is important to learn to
identify the entity icons.

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NOTES:
Expanding Trees:
One level of a tree can be expanded by clicking the + icon next to a node in a tree.
The [*] key can be used to expanded levels of the tree. We will also learn how to
do this using the right-click menu in the next lesson.
Collapsing Trees:
One level of a tree can be collapsed by clicking the - icon next to a node in a tree.
We will also learn how to do this using the right-click menu in the next lesson
4 Any node can be selected by clicking it; previously selected
nodes are then deselected. To select several separate nodes
simultaneously, hold down the [Ctrl] key and click the
additional nodes, as required. To select a range of nodes
together, select the first node you want, hold down the [Shift]
key and click the last node you want.
NOTES:
The Shift Key:
The [Shift] key enables you to select more than one entity in a consecutive list.
Pick the first entity, then hold down the [Shift] key and pick the last entity in the list.
This key works in the Tree viewer only. Selected entities are highlighted in green in
the Graphic Viewer.
The Ctrl Key:
The [Ctrl] key enables you to select more than one non-consecutive entity. Hold
down the [Ctrl] key and pick each desired object. This key works in the Tree viewer
and the Graphic viewer. Selected entities are highlighted in green in the Graphic
Viewer.
5 Nodes can also be selected from the Graphic Viewer. To select
components, make sure the Pick Level is set to Component. To
select entities, make sure the Pick Level is set to Entity.
NOTES:
Pick Level:
There are two main Pick Levels in Process Simulate, Entity and Component.
These levels determine what is selected when you click an object. If the Pick Level
is set to Component and you click one entity of a component, the entire component
becomes selected. If the Pick Level is set to Entity, then only that entity (that is,
part of the whole component) is selected.

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6 Individual components or groups (compounds) can be added or


removed from a group. (Group members must be all product or
all resources). Complete groups can be moved by highlighting
the desired components in the tree (with the left mouse button),
then dragging and dropping it onto the desired location on the
tree.

Exercise 3: Grouping and


Renaming Tree Nodes
Objective: In this exercise, we will learn more about grouping and
renaming tree nodes.
Nodes in the object tree can be grouped to establish additional
hierarchy levels in the tree. If a group is selected and then shifted
or rotated, the objects in the Graphic Viewer that are in the group
will also be moved. Each object can also be shifted or rotated
independently of the group.

¾ To group a tree node:


) Select the Objects Tab at the bottom of the Tree Viewer.
NOTE:
Only components and other groups can be selected to be placed into a new
group.
) In the Tree Viewer, press [Ctrl], select several components (that

are not read-only). Then click Edit -> Group -> Group .
The new group is created at the bottom of the list on the
Objects tab of the Tree Viewer.
NOTE:
If this icon is not shown on the toolbar, it will have to be added using the
Customize option from the Tools menu. This process is explained later in
Lesson 4: Customizing the User Configuration, page Error! Bookmark not
defined..
NOTE:
Whenever a new object is added to a cell, it will be added to the bottom of the
list of entities on the Objects tab of the Tree Viewer.

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¾ To rename a group:

Nodes in the object tree (that are not read-only) can be renamed by
first selecting them and second, clicking them again. A frame will
appear around the selected text, which a new name can be
entered.
1 Select the group just created in the object tree during the
previous exercise.
2 Click the group again, and then rename it my_group.

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CHAPTER 2

Lesson 3: Snapshots
Introduction
The Snapshots Editor viewer displays the snapshots created for a
cell. From the Snapshots tab, you can create a snapshot of the
working cell displayed in the Graphic Viewer. Snapshots are used
to store specific views and viewing angles during your work for
later reference.

¾ To open the Snapshot Editor:


) From the View menu, select Viewers, and then Snapshot
Editor.

¾ To close the Snapshot Editor:


) Click Close in the right-hand corner of the window.

Creating Snapshots
A snapshot preserves the current view of the workcell. The
recorded view includes the point of view, the location of objects
and the visibility of objects. Snapshots can be useful when
constructing a current assembly or for planning future assemblies.

¾ To create snapshots:
1 Rotate, pan, zoom, blank and display entities in the Graphic
Viewer.
2 Select the Snapshots tab of the tree viewer.

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3 Click New Snapshot . A new snapshot of the graphic image


currently displayed in the Graphic Viewer is created with the
default name Snapshot_# and the snapshot is displayed in the
upper part of the Snapshots tab.
4 You are now prompted to give it a new name. Type in the new
name and press enter.

NOTE
Snapshots can be displayed in the upper part of the Snapshots tab in three views:
list, small icons or large icons. The view is selected by right clicking in this window
pane.

The lower part of the Snapshots tab displays the snapshot currently selected in the
upper part of the Snapshots tab as a large icon.

Once you have created a snapshot, you can use the buttons at the
top of the Snapshots tab to do the following:

Remove Snapshot - Deletes the selected snapshot.

Edit Snapshot Properties - Enables you to enter a name, type


and description for the selected snapshot. A snapshot must have a
unique name. When a description is entered for the snapshot, it is
displayed next to the snapshot if the snapshot is displayed in the
lower part of the Snapshots tab.

Update Snapshot - Changes the selected snapshot to the image


displayed currently in the Graphic Viewer.

Apply Snapshot - Replaces the image in the Graphic Viewer


with the selected snapshot. By default, only the point of view is
applied but you can also select to apply the location and visibility
of objects. Click the dropdown arrow and select one or more from
the following: Objects Visibility, Objects Location, Point of View.

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CHAPTER 2

Add Markup - We will discuss the Markup Editor in Chapter 7.

Remove Markup - Deletes any markings added to the snapshot


using the Mark Up Editor. This option is only enabled when a
snapshot includes markups. If a snapshot has markups, a markup
symbol will appear in the lower pane when the snapshot is
selected.

Exercise: Creating and Using


Snapshots
Objective: To create and use snapshots
1 Open the Snapshots Editor viewer.
Y Select View -> Viewers -. Snapshot Editor.
2 Create a new snapshot.

Y Click New Snapshot .


Y A new snapshot of the graphic image currently displayed in
the Graphic Viewer is created with the default name
Snapshot_# and the snapshot is displayed in the upper part
of the Snapshots tab.
Y You are now prompted to give it a new name. Enter
mysnapshot_1.
3 Rotate, pan, zoom, blank and display entities in the Graphic
Viewer.
4 Create another snapshot and name it mysnapshot_2.
5 Change what attributes of the snapshot are used when it is
applied.
Y Select the snapshot.
Y Click the small down arrow to the right of the Apply

Snapshot button.
Y Select Objects Visibility.

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NOTE
Object visibility is only available when applying a snapshot directly (not when
applying a snapshot via an operational event). More on this later…

3 Double-click on mysnapshot_1 and look at the Graphic


Viewer.
4 Double-click on mysnapshot_2 and look at the Graphic
Viewer.

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CHAPTER 2

Lesson 4: Review of
Placement Commands
Introduction
The Placement commands in Process Simulate are the same as in
the ones learned in EMS127 (Basic Process Designer class). We
will quickly review them here.

Placement Commands
In this section, the various tools required to position instances
within a Study are discussed.
The basic placement methodology of Process Simulate is as
follows:
) Open a Study.
) (Insert a Part or Resource instance).
) Use the placement commands to move Parts or Resources into
position.
) Save the Study.

The Primary Placement Tools


In this lesson we will review the primary placement techniques
available in Process Simulate. A lesson will be dedicated to each.
At this point we will only give the names of the commands:

) Fast Placement enables placing several components


quickly by dragging them around the Graphic Viewer. For more
information on Fast Placement, see Introduction to Fast
Placement, page 2-20.

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) The Placement Manipulator window enables on-screen


shifting and rotating of components on their X-, Y-, and Z-axes.
For more information, see Introduction to Placement
Manipulator, page 2-20.

) The Relocate window enables placing an object so that it


maintains its original orientation, placing an object so that it
acquires the target frame orientation, or placing an object
relative to two different frames. For more information on the
Relocate command, see Introduction to the Relocate
Command, page 2-23.

) The Restore Design Position button is used to return the


object to the position it was in when the study was last loaded /
saved.

Fast Placement
This lesson will cover the Fast Placement command and other
commands that relate to it.

Placement Manipulator
This lesson will cover the Placement Manipulator command
and other commands that relate to it. The Placement Manipulator
command will be described in detail later in this lesson. We will
start by explaining the “other” commands.

¾ Reference Frame Definitions

We will now learn how to use the placement commands to move


instances to their proper positions. The key to understanding and
effectively working in Process Simulate lies in thoroughly
understanding the following definitions. Understanding these
definitions will allow you to grasp the concept behind the
placement commands.

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) Point/Position: A location defined by X, Y and Z values relative


to a reference frame. Position does not possess orientation. For
example: X, Y, & Z is a point/position.
) Frame: A location having both position and orientation, that is,
an axis system. The origin point of a frame is a position. For
example: X, Y, Z, Rx, Ry, & Rz is a frame.
) World Frame/Working Frame: The permanent origin of the
graphics space. The default position of every component is
relative to this. It is a reference frame having red (X), green (Y),
and yellow (Z) axes.
) Self-Origin: A unique frame assigned to each prototype. Its
position and orientation is assigned to that of the World Frame
when modeling the prototype. This is the local origin of a
prototype or instance, not the center of gravity.

Changing Pick Behavior


¾ Setting Pick Intent

Choose the Pick Intent from the pull down


list on the toolbar. The following options are available:
) Snap: The location selected will be the closest mid-point of an
edge, an end point of an edge, or the center of a face.
) Self-origin: This is the only Pick Intent that depends on the
setting of the pick level. If the pick level is set to component,
then the self-origin of the component is always selected, no
matter where the object is picked. If the pick level is set to
entity, then the self-origin of the currently picked entity is
selected.
) On Edge: The location selected will be the closest point along
the closest edge.
) Where Picked: The location selected will be the point picked.

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¾ Setting Pick Level

Choose the Pick Level from the pull down


list on the toolbar. The following options are available:
) Component: The entire component is selected when any part
of it is selected.
Y Whole Component – with all components only the whole
object can be selected.
Y Engineering Data – each object can be selected
independently (i.e. a frame, cross section, note flag,
dimension, etc…).
) Entity: Only the entity (that is, part of the whole component) is
selected. Here is what can be selected:
Y Whole Component – with non-kinematic components only
the whole object can be selected.
Y Kinematic Link – On Kinematic components, each link can
be selected independently (i.e. on a human, the arm and
hand separate kinematic links).
Y Engineering Data – each object can be selected
independently (i.e. a frame, cross section, note flag,
dimension, etc…).
Y Component Frames – Frames within a component can be
selected independently.
NOTE:
The Pick Intent and Pick Level should generally be set to their default values of
Snap and Component. Unless otherwise specified, this Student Guide assumes
that they are set this way. For more information regarding the Select level, see
Chapter 2, Introduction to the Process Simulate Environment.

Frame Creation
Permanent or temporary reference frames can be created using
several techniques:

) Frame by 6 points

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) Frame by 3 points

) Frame by 2 points

) Frame by circle center


To create a permanent frame select: Modeling -> Create Frame and
choose a frame a frame creation technique.

Relocate Command
The Relocate command can be used to place and move objects
around in a Study. To access the Relocate command, you first need

to select an object and then click Relocate on the toolbar. The


Relocate window is displayed:

You can use the Relocate window to do any of five things:


) Relocate an object relative to two frames.
) Relocate an object along one or two axes only.
) Relocate an object so that it maintains its original orientation.
) Relocate an object so that it takes on the target frame
orientation.
) Create a temporary or permanent frame to display the From or
To frame.

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Each of these possibilities is discussed in detail in the following


sections.

Copying Objects
¾ There are several ways to copy objects:
) Select the desired objects, select Edit -> Copy, and, pick a new
location in the Graphic Viewer, then Edit -> Paste.
) Select the desired objects, drag and drop with the [Ctrl] key in
the Tree Viewer onto a new parent object in the tree.
) Select the desired objects, select Modeling -> Duplicate
Objects.

Exercise 1: Using Fast Placement


on the “Messed Up” Study
Objective: In this exercise, we will learn how to use the Fast
Placement command.
5 Use the existing opened study.
6 Select component from the object snap pull down.

Y
7 Go to a top view.
Y Select Viewpoint from the toolbar or from View -> View
Point.

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Y Select Top.

8 Click Fast Placement on the toolbar, and then select and


drag each component around the screen.

9 When you have finished, click Select Mode , or the Fast


Placement , to return to normal mode.
10 Check the eMS position of an object that you moved.
Y Select an object in the Tree Viewer the Graphic Viewer.
Y Select File -> Properties.
Y Click the Physical tab.
Y Look at the position of the object. Notice the object’s new
position in Process Simulate is not reflected in the eMS
database properties.
Y Close the Properties window.
11 Update to the eMS database.

Y Select File -> eMServer Selective Update .


Y Choose Parts and Resources.
Y Click [OK].
12 Check the eMS position of an object that you moved.
Y Select the same object in the Tree Viewer the Graphic
Viewer.

Y Select View -> Open with -> Properties .

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Y Click the Physical tab.


Look at the position of the object. Notice the object’s new position
in Process Simulate is reflected in the eMS database properties.

Exercise 1: Duplicating Several


Components (Instances) in a study
(Method 1)
Objective: In this exercise, we will learn to duplicate component
instances that already exist in the study.
1 Make a group of resources.
Y In the Objects tab of the Tree Viewer, pick the first resource
instance, hold down the [Shift] key and pick the last
resource instance.
Y Select Edit -> Group -> Group.
2 Verify that the units are set to select the components in the
Study.
Y Make sure that the Selection Filter is deactivated. (It is
activated if the button is depressed)
Y Make sure that the Pick Level is set to Component.

Y Draw a window around all the components in the Study to


select them.
3 Make sure that the Linear units are set to mm: Select Tools ->
Options, and choose the units from the Units tab.

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4 Duplicate the selected objects.


Y Select the newly created group.
Y Select Modeling -> Duplicate Objects from the main
Process Simulate toolbar.
Y Enter 4 in the Number along X direction. (This will make 3
more copies).
Y Enter an X Spacing of 4000 mm.

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Y Check the Preview box and zoom out.


Y Click [OK].

Exercise 2: Copy Several


Components (Instances) in a study
(Method 2)
Objective: In this exercise, we will learn to copy component
instances that already exist in the study.
1 Copy a resource, such as the desk.
Y Select a resource, such as the desk.
Y Select Edit -> Copy.
Y Pick somewhere on the floor several meters from the table’s
current position.
Y Select Edit -> Paste.
2 Repeat step 1 to make another copy of the table.

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3 Move the two copies of the table under the PrStation object on
the Objects tab of the Tree Viewer.
Anther way to copy objects is to drag and drop them on a parent
object, with the [Ctrl] key depressed.

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Lesson 5: Additional
Commands
Window Manipulation
¾ To resize the Process Simulate window:

1 Click Maximize to maximize the Process Simulate window


so that is covers the entire screen. To return it to its custom size,
click Restore Down .
2 If you wish to work with other tasks not associated with Process
Simulate, it is recommended that you send the Process Simulate
window to the Taskbar at the bottom on the Windows desktop
by clicking Minimize . When you wish to return to Process
Simulate, click the Process Simulate button on the Taskbar, as
shown below:

Misc. Tree Commands


¾ To Find nodes in the Objects tab of the Tree Viewer:
1 Continue with the same study opened in the previous exercise.
2 Select Edit -> Find.
3 Search for entities in the tree that contain the letters fr*

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NOTES:
An asterisk [*] is used as a wild card in the find window. So searching for fr* will
locate all objects that begin with the letters fr.

4 Select Find Next to find the next occurrence.


5 Select Cancel when done.

¾ Expand to selection:

When an object is selected in the Graphic Viewer, the Objects Tree


viewer will expand and highlight the selected object.
) This behavior can be toggled by selecting Tools -> Options
) Select the General tab.

) Select or unselect the check box named Expand tree to show


Graphic Viewer selection.

¾ To collapse to selection:
) Pick an object in the Objects Tree viewer, right click on
nothing, and select Collapse -> Collapse Level.

Misc. Display Commands


¾ To display or hide the floor:

Select View -> Display Floor to toggle the floor on and off.
) When the floor is displayed the menu option will look like this:

) When the floor is hidden the menu option will look like this:

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¾ To adjust the floor size:

Select View -> Adjust Floor .

) Manipulate floor size (X and Y directions)


) Set the floor grid size
) Show grid only – the floor is transparent and only the grid is
visible
) Auto Adjust – the floor size is set according to the bounding
box of all visible to toggle the floor on and off.

¾ To toggle between perspective and parallel viewing:


) Select View -> Graphic Viewer -> Perspective/Parallel from

the menu, or click Perspective/Parallel on the toolbar.


This changes the view perspective in the Graphic Viewer.

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CHAPTER 2

Lesson 6: Accessing Online


Help and Release Notes
Introduction
¾ To display the Process Simulate version number:
) Select About from the Help menu, as shown below:

¾ To display information about a command:


) Place the cursor on a toolbar button for a few seconds. A
yellow tool tip is displayed with a short description of it is
shown below:

OR
Place the cursor on a toolbar icon and look in the lower left
corner of the Process Simulate window (below the Edit Viewer).
A one-line description of the button’s purpose is displayed:

NOTE:
Errors that occur are also displayed on this line.

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¾ To access online command help by Index:


1 From the Help menu, select Contents. The Process Simulate
Reference Manual window is displayed:

2 Click on the Index tab.

3 Double-click a topic from the list. The help topic is displayed in


the right-hand pane of the window.
4 When you are finished, close the window by clicking Close .

¾ To access online command help using the Contents tab:


1 From the Help menu, select Contents.

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2 Click the Contents tab of the Process Simulate Reference


Manual window.
3 Double-click a purple book, such as File. The File sub-topics
are displayed.

4 Select one of the sub-topics. The help topic is displayed in the


right-hand pane of the window.
5 When you are finished, close the window by clicking Close
.

¾ To access online command help by search:


1 From the Help menu, select Contents.
2 Click the Search tab of the Process Simulate Help window.
3 Enter a single word to search for in the help. Or for multiple
keywords, type the word OR between keywords.

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4 Select List Topics.


5 Double-click a topic from the list. The help topic is displayed in
the right-hand pane of the window.
6 When you are finished, close the window by clicking Close
.

¾ To view the online release notes:


) From the Windows Start menu, select
Start -> All Programs -> UGS Tecnomatix -> Tecnomatix Release
Notes. (You must have Adobe Acrobat Reader installed to read the
release notes).

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CHAPTER 2

Chapter Summary
In this chapter the following was discussed:
) The menu and toolbar options available in Process Simulate
were discussed.
) The different types of viewers available in Process Simulate,
how to access them and the hierarchy of the Process Simulate
Tree Viewer was discussed.
) Got an review of the three methods of object placement.
) Discussed other functions that can be used in Process Simulate
such as resizing the Process Simulate window.
) The chapter finished by discussing how to access online help
for a command.

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CHAPTER 3

Chapter 3

Process Simulate
Analysis Tools

About This Chapter

This chapter discusses how to use the special static and dynamic
collision detection tools available in Process Simulate, and explains
how to define a section plane and use it to cut sections. It contains
the following lessons:
) Lesson 1: Demonstrations of Process Simulate, page 3-2,
allows the students to see Process Simulate uses.
) Lesson 2: Introduction to Collision Detection, page 3-13,
describes the Collision Viewer and how to setup a collision set.
) Lesson 3: More on Collision Detection, page 3-21, describes
how to setup collision options to fine tune the collision
reporting.
) Lesson 4: Factors that Affect Collision Detection, page 3-32,
describes several factors that affect collision detection results.
) Lesson 5: Cutting Sections, page 3-37, describes how dynamic
sections of workcell components can be cut along the YX-, YZ-,
and ZX-planes of the working frame.
) Lesson 6: Final Notes on Cutting Sections, page 3-41, describes
how to do more with dynamic sections.

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Lesson 1: Demonstrations of
Process Simulate
Introduction
Normally at this point you would begin developing paths and
combining them into a sequence of operations. However since the
steps to develop and analyze paths for deferent types of operations
are a little different, there are other courses to describe it. So, this
lesson includes several demonstrations of Process Simulate usages:
) Robotic processes – Covered in more detail in the Process
Simulate Spot (WKP212S) course.
) Human process – Covered in more detail in the Process
Simulate Human (WKP206S) course.
) Assembly processes without the constraint of a human or a
robot – Covered in more detail in the Process Simulate
Assembler (WKP201S) course.

Using the Edit Viewer


The Edit Viewer is viewer used to view, play, and modify a
simulation. It contains two tabs:
) Sequence tab – This is the tab used 90% of the time. It can
view, play and edit the sequence of operations in a current
operation (as set using Set Current Operation ).
) Paths tab – It can view, play, and edit locations in a path. The
entire path (as set using Add Operations to Editor ) can be
simulated or just a selected segment.

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CHAPTER 3

Exercise 1: Checking the


Feasibility of the Manual
Automotive Assembly Process
Objective: In this exercise, we will get an overview of Process
Simulate's ability to check assembly feasibility by using a manual
automotive assembly process as an example.
This simulation verifies the installation of a latch. Using Process
Simulate Human, a human model can be introduced into the cell
to verify that a human can install the latch.
1 In Process Simulate, browse into the StudyFolder and select the
proper study.
Y Browse to your StudyFolder (Hint: It’s the one you checked
out).
NOTE
If you do not remember how to find your StudyFolder see the exercise on page
Error! Bookmark not defined..
Y Expand your StudyFolder and browse to the Demo study
folder.

Y Right click the Verify study and select Load .


Instructor NOTES:
All students should see four viewers. We will talk more about these viewers in the
next chapter. However, if the student only sees one or two of viewers, have them
select View -> Viewers and select each of the three viewers. This process will turn
on the missing viewers.

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NOTE:
Middle Button: Use the middle button for zooming in or out of the Graphic
Viewer. Moving the mouse left or right affects the direction of the zoom. To
zoom out, move the mouse left; to zoom in, move the mouse right. The
distance the mouse moves across the screen affects the magnitude of the
zoom, when continuous viewing is set.
Right Button: Use the right button for panning in the Graphic Viewer. Moving
the mouse in any direction affects the direction panned, when continuous
viewing is set.
Middle and Right Buttons: Use these buttons together to rotate the object's
viewpoint in the Graphic Viewer. Moving the mouse in any direction changes
the viewpoint. The distance the mouse moves across the screen affects the
amount of rotation, when continuous viewing is set.
2 Play the simulation using the Sequence tab of the Edit Viewer.
Y Go to the Operations Tree viewer.
Y Right-click Verify and select Set Current Operation
from the displayed popup.

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Y Click Play Simulation Forward on the Sequence tab of


the Edit Viewer (bottom of screen) toolbar and watch the
simulation in the Graphic Viewer.
NOTE:
In this simulation, the man puts the latch in. However, if the latch1 operation
is selected as the current operation and played, the latch moves by itself.
3 Reset the simulation.
Y Click Jump Simulation to Start .
4 Play the simulation using the Paths tab of the Edit Viewer.
Y Click the Paths tab of the Edit Viewer.
Y From the Operations Tree viewer, click latch_Op1.
Y From the Paths tab of the Edit Viewer, click Add Operations
to Editor .

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Y Pick the e90 location.


Y Hold down the [Ctrl] key.
Y Pick e92 and then e94.
Y Release the [Ctrl] key.
Y Pick Path Segment Simulate to toggle the mode on.
Y Click Play Simulation Forward on the Edit Viewer
(bottom of screen) toolbar and watch the simulation in the
Graphic Viewer.
Y Click Play Simulation Backward on the Edit Viewer
(bottom of screen) toolbar and watch the simulation in the
Graphic Viewer.
5 Reset the simulation.
Y Pick Path Segment Simulate to toggle the mode off.
Y Click Jump Simulation to Start .

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CHAPTER 3

Exercise 2: Using Process Simulate


for Assembly Studies
Objective: In this exercise, we will get an overview of Process
Simulate's ability to perform an assembly study of an engine, and
then determine the feasibility of using a robot to insert the engine
into a car.
1 In Process Simulate, browse into the StudyFolder and select the
proper study.
Y Browse to your StudyFolder (Hint: It’s the one you checked
out).
NOTES:
If you do not remember how to find your StudyFolder see the exercise on page
Error! Bookmark not defined..
Y Expand your StudyFolder and browse to the Demo study
folder.

Y Right click the Assemble Demo study and select Load .


Y Do not update eMServer

2 Play the simulation.


Y Go to the Operations Tree viewer.
Y Right-click Assemble Demo and select Set Current
Operation from the displayed popup menu.

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Y Click Play Forward on the Edit Viewer (bottom of


screen) toolbar and watch the simulation in the Graphic
Viewer.

Exercise 3: Using Process Simulate


for Service Ability Studies
Objective: In this exercise, we will get an overview of Process
Simulate's ability to determine the serviceability of the product by
both people and robots.
1 In Process Simulate, browse into the StudyFolder and select the
proper study.
Y Browse to your StudyFolder (Hint: It’s the one you checked
out).
NOTES:
If you do not remember how to find your StudyFolder see the exercise on page
Error! Bookmark not defined..
Y Expand your StudyFolder and browse to the Demo study
folder.

Y Right click the Service Demo study and select Load .

2 Play the first simulation.


Y Go to the Operations Tree viewer.
Y Browse into the operations tree one level.
Y Right-click the oil_filter_Op1 operation.

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Y Select Set Current Operation from the displayed


popup menu.
Y Click Play Forward on the toolbar. This is the
intended path for removing this part.

3 Reset the simulation by clicking Reset on the Edit Viewer


(bottom of the screen) toolbar.
4 Play the first simulation.
Y In the Operations Tree viewer, right-click Look at Oil Filter.
Y Select Set Current Operation from the displayed
popup menu.

NOTES:
A message window appears: “The current task has not been reset. Do you wish to
reset the task before changing it?” Select Yes.

Y Click Play Forward on the Edit Viewer toolbar and


watch the simulation in the Graphic Viewer.
Y This shows that a person reaching in to get this part would
have a hard time removing this part. Notice the collisions
of the arm and the cooling system and the front of the car.
Exercise 4: An Assembly Study
Example for a Computer Mouse
Objective: In this exercise, we will see an example of a computer
mouse assembly study.

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1 In Process Simulate, browse into the study folder and select the
proper study.
Y Browse to your StudyFolder.
Y Browse to the Demo study folder.

Y Right click the Asy Mouse Only study and select Load .

2 Play the simulation.


Y Select the Operations tab and right-click Asy Mouse Only,
as shown below:

Y Select Set Current Operation from the displayed


popup menu.
Y Click Play Simulation Forward on the toolbar and
watch the simulation in the Graphic Viewer.

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CHAPTER 3

Exercise 5: Checking the


Feasibility of the Computer Mouse
Manual Assembly Process
Objective: In this exercise, we will evaluate the computer mouse
assembly process in a manual assembly workcell.
1 In Process Simulate, browse into the study folder and select the
proper study.
Y Browse to your StudyFolder.
Y Browse to the Demo study folder.
Y Right click the Human Asy Mouse study and select Load
.

2 Play the simulation.


Y Select the Operations tab and right-click Human Asy
Mouse.

Y Select Set Current Operation from the displayed


popup menu.
Y Click Play Simulation Forward on the toolbar and
watch the simulation in the Graphic Viewer.

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Y Now play this operation in reverse.

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CHAPTER 3

Lesson 2: Introduction to
Collision Detection
Introduction
Process Simulate collision detection tools can temporally change
the colors of objects in the Graphic Viewer and the Collision
Viewer.

¾ There are three levels of detection granularity:


) Near Miss – Objects are highlighted in yellow if they come
within a predefined clearance envelope of each other
) Collision Contact – Objects can optionally be highlighted in
red if they are touching each other (or orange if near miss
detection is activated).
) Collision Penetration – Objects are highlighted in red if they
exceed the allowed penetration depth with each other.

¾ Collision detection types:


) Dynamic collisions – Collisions that occur during a simulation
or while objects are being placed.
) Static collisions – Collisions that are occurring without moving
the objects.

¾ Collision options:

When a collision occurs the object’s color is always changed to red


in the Graphic Viewer and the Collision Viewer. Optionally a
simulation can be stopped when a collision is detected and/or a
sound is played at regular intervals while in a collision state.

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Collision Viewer
The Collision Viewer displays all current occurring collisions, near
misses and contacts. It enables you to define, detect and view
collisions in the data currently displayed in the Graphic Viewer, as
well as view collision reports. The Collision Viewer is composed
of two panes:
) The left pane contains an editor for creating and managing
collision sets. It can be closed or opened by clicking
Show/Hide Collision Sets. .
) The right pane displays collision results and includes viewing
options.

¾ To open the Collision Viewer:


) From the View menu, select Viewers, and then Collision
Viewer.

¾ To close the Collision Viewer:

Click Close in the right-hand corner of the window.

¾ The left pane of the Collision Viewer includes the


following options:

) New Collision Set - Enables the definition of a new


collision set.

) Remove Collision Set - Enables the deletion of a previously


created collision set.
) Edit Collision Set - Enables changing the definition of a
previously created collision set.

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) Fast Collision - Enables creating a new collision set quickly


based on the selected objects. This collision set is displayed in
the left pane of the Collision Viewer under the name
fast_collision_set. The collision set created with this option is a
self set, which means that all the objects within the set are
checked for collision against each other. Only one fast collision
set may exist in a study. If you create another one, it replaces
the previous fast collision set.
) Emphasize Collision Set - A toggle used to emphasize the
selected collision set in blue and yellow in the Graphic Viewer.

) All Displayed Objects - When checked, it checks for


collisions among all objects displayed in the Graphic Viewer.
This option ignores defined collision sets. Enabling this option
can have a severe impact on system performance. It is not
suggested to check this box.

¾ Important options from the right pane of the collision


viewer:

) Show/Hide Collision Sets - Shows or hides the collision set


editing pane of the Collision Viewer.
) Collision Mode On/Off - Activates/deactivates Collision
mode. Collisions are detected only when Collision mode is on.

Defining Collision a Set (List Pair)


Collision detection is accomplished by searching for a collision
between components in one list and components in another list.
This means that list pairs must be created before collision detection
is possible.
Multiple list pairs can be defined. A default name is automatically
given for each list pair, although another name can be specified.

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Rules of Thumb
) Manually create the collision set for tool to product assembly
checks.
) Use fast collision set to check between one part and tool; or
when checking collisions between all the parts of a product
assembly.

Exercise 1: Collision Viewer and


Fast Collision Sets
Objective: In this exercise, we will learn how the collision window
works.
1 In Process Simulate, browse into the studies folder and select
the proper study.
Y Browse to your StudyFolder (i.e. for user1, browse to
Studies -> StudyFolder (Assy Line 1) ).
Y Browse to the Twingo study folder.
Y Right click the Assembly1 Solution1 study and select Load
.
2 Activate the collision viewer
Y If the Collision Viewer is not shown minimized along the
bottom edge of the Process Simulate window: select View -
> Viewers -> Collision viewer.
Y If it is not already there, position the Collision Viewer at the
bottom of your screen by dragging and dropping.
Y Expand the Collision Viewer and Pin it so it will stay
expanded.
Y In the Collision Viewer, click Show / Hide Collision Sets
to display the left pane of this window.

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CHAPTER 3

3 Set up fast collision.

Y On the Selection toolbar, select parts and resources


.

Y Then select all (notice the geometry in the Graphic


Viewer that is selected).

Y From the Collision Viewer toolbar, click Fast Collision .


4 Activate the collision checking by clicking Collision Mode

On/Off on the toolbar.


NOTES:
The fast_collision_set should be checked in the left pane of the Collision Viewer.

5 Play the assemble engine simulation.


Y Go to the Operations Tree viewer.
Y Right-click assemble engine, and select Set Current
Operation from the displayed popup menu.

Y Click Play Simulation Forward on the Edit Viewer


toolbar and watch the simulation in the Graphic Viewer.
Y Collisions will be highlighted in red as they occur, but the
simulation will continue.
NOTES:
Later we will learn how to stop the simulation when a collision occurs.

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6 Look at the collision report in the Collision Viewer.


Y If there are collisions to report, the Collision Viewer
window will display the collisions/near misses that occur,
as shown below:

Y Expand an object in the list. You can see the objects which
this piece is colliding with.

7 Temporarily stop checking for collisions in the


fast_collision_set, but leave collision detection on.
Y In the left panel of the Collision Viewer, uncheck the box
next to fast_collision_set.

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CHAPTER 3

Exercise 2: Defining Collision Sets


(List Pairs)
Collision detection is accomplished by searching for a collision
between components in one list and components in another list.
This means that list pairs must be created before collision detection
is possible.
Multiple list pairs can be defined. A default name is automatically
given for each list pair, although another name can be specified.
1 Create a new pair of lists:

Y Click New Collision Set in the Collision Viewer. The


Collision Set Editor window is displayed:

Y In the Collision Set Editor window, click in the Check area.


Y In the Graphic Viewer, select objects for the first list.

Y In the Collision Set Editor window, click in the With area.


Y In the Graphic Viewer, select objects for the second list that
are not already colliding with objects in the first list.

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Y Click OK.
2 Rename the collision set to MyFirstList.
Y In the left panel of the Collision Viewer, pick on the
new_collision_set and press the [F2] key.

Y Enter MyFirstList.
3 Emphasis the objects in the collision set.
Y Select the MyFirstList collision set.
Y Click Emphasize Collision Set .
Y Look at the Blue and yellow objects in the Graphic Viewer.
4 Return to regular coloring.
Y Click Emphasize Collision Set again.

5 Use the Placement Manipulator to temporarily move one


of the objects from one list into a collision with an object from
the other list.
6 Reset the object placement after you have seen that your
collision set is working.

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CHAPTER 3

Lesson 3: More on Collision


Detection
Introduction
¾ Other options from the right pane of the collision viewer:

) Collision Options - Enables you to set default collision set


options.

) Freeze Viewer - Depressing this button freezes the Collision


Viewer to prevent dynamic updating of the collision report as
objects are moved in the Graphic Viewer. Click it again to
update the Collision Viewer report.

) Show/Hide Colliding Contour - Places a curve in the


Graphic Viewer at the point of collision. This button is used to
isolate collision problems.

) Show Colliding Pair - Defines how the collision status of a


pair of colliding objects is displayed. This button is used to
isolate collision problems:
Y Color Selected Pair
Y Show Selected Pair Only
) Export to Excel - Creates a MS Excel report (CSV file) of the
contents of the Collision Viewer.

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) Show/Hide Collision Curves - Opens a another pane on the


right side of the Collision Viewer containing selectable collision
curves displayed using Show/Hide Colliding Contour .

) Filter Collision Results - Filters the collision results. Choose


one of the following options. This button is used to isolate
collision problems:
Y List Colliding Pairs (highlighted in red)
Y List All Pairs (displays the distance between all the visible
objects in the cell)

Collision Setup Options


Checking options for penetration and near miss will affect what is
shown in the collision window.
Collision Setup Options can be accessed from either:
) Select Tools -> Options (Collision tab) or

) Click Collision Options in the Collision Viewer window.

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CHAPTER 3

Y Collision Near-Miss - When selected, objects selected for


collision detection that are within the near-miss envelope
value are colored yellow. This value can range between 0
and 10,000 mm.
Y Collision Contact - When selected, each colliding pair is
checked for permitted contact (i.e. a tool touching a
surface). Anything less than the Allowed Penetration Value
is considered in contact, but not colliding. Objects selected
for collision detection that exceed the Allowed Penetration
Value are considered in a true collision.

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¾ Distinguishing the levels of detection granularity:


) Collision
Y Colliding objects are marked in red
Y Object in contact are marked in red (as colliding)
Y Performance: High

) Collision while contact objects are excluded


Y Colliding objects are marked in red
Y Object in contact are excluded from the collision reports
Y Performance: Mid

) Collision with near miss


Y Colliding and contact objects are marked in red
Y Objects in near miss are marked in yellow
Y Performance: Mid

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CHAPTER 3

) Collision with contact and near miss


Y Colliding objects are marked in red
Y Object in contact are marked in orange
Y Objects in near miss are marked in yellow
Y Performance: Low

Near Misses
Method 1: If a near-miss value is not defined for a pair in the Near
Miss column of the Collision Editor window, the system will use
the default value specified for the global near miss on the Collision
tab in the Options window.

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) Method 2: After you have defined the list pairs for collision
checking, open the Options window by right-clicking in the
Graphic Viewer, and select the Collision tab. To show both
collisions and near misses, select the Check for Collision Near-
Miss checkbox. Enter a Near-Miss Default value, as shown
below:

Exercise 1: Collision Setup and


Collision Viewer
Objective: In this exercise, we will learn how the collision window
works.
1 Temporarily start checking for collisions in the
fast_collision_set, and leave collision detection on.
Y In the left panel of the Collision Viewer, check the box next
to fast_collision_set.
2 Temporarily stop checking for collisions in the MyFirstSet, and
leave collision detection on.
Y In the left panel of the Collision Viewer, uncheck the box
next to MyFirstSet.
3 Setup the Collision options.
Y Right-click in the Graphic Viewer and select Options from
the displayed shortcut menu.
Y Select the Collision tab.
Y Check the Check for Collision Near-Miss checkbox.
Y For the Near-Miss Default Value enter 50.

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CHAPTER 3

Y Check the Stop Simulation when a Collision is Detected


checkbox.
Y Check the Play Sound when a Collision is Detected
checkbox.

Y Click [OK].
4 Play the assemble engine simulation.
Y Set the assemble engine compound operation as the current
operation.
Y Play the simulation.
Y It will stop on the first collision.
Y Click Play again to continue to the next collision.
5 Look at the collision report in the Collision Viewer.
Y If there are collisions to report, the Collision Viewer
window will display the collisions/near misses that occur,
as shown below:

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Y Expand an object in the list. You can see the objects which
this piece is colliding with.

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CHAPTER 3

Exercise 2: Filtering Collision


Results
Objective: To learn more about collision detection.
1 Click Collision Options from the Collision Viewer.
2 Setup the Collision options.
Y The Collision tab is already selected.
Y Uncheck the Stop Simulation when a Collision is Detected
checkbox.
Y Uncheck the Play Sound when a Collision is Detected
checkbox.

Y Click [OK].
3 Try some of the collision options.
Y Click the down arrow to the right of Show Colliding Pair
.
Y From the drop down list and select Color Selected Pair.
Y Click Show Colliding Pair (It activates).
Y Click a line item in the Collision Viewer.
Y Look at the results in the Graphic Viewer. The colliding
objects are red and everything else is green.

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Y Click another line item in the Collision Viewer.


Y Look at the results in the Graphic Viewer.
4 Try some of the collision options.
Y Click the down arrow to the right of Filter Collision Results
.
Y From the drop down list and select List All Pairs.
Y Look at the results in the Collision Viewer.
5 Try some of the collision options.
Y Click the down arrow to the right of Filter Collision Results
.
Y From the drop down list and select List Colliding Pairs.
6 Look at the results in the Collision Viewer.
7 Try some of the collision options.
Y Click the down arrow to the right of Filter Collision Results
.
Y From the drop down list and select Show Selected Pair
Only.
Y Click Show Colliding Pair (It deactivates).
Y Click Show Colliding Pair (It activates).
Y Click a line item in the Collision Viewer.
Y Look at the results in the Graphic Viewer. The colliding
objects are red and everything else is green.

Y Click another line item in the Collision Viewer.

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CHAPTER 3

Y Look at the results in the Graphic Viewer.


8 Highlight the area of collision for a specific line item.
Y In the Collision Viewer, pick on pipes.

Y Click Show/Hide Colliding Contour .


Y See the resulting curve displayed at the area of collision in
the Graphic Viewer.
Y Click Show/Hide Collision Curves .
Y In the Collision Curves pane of Collision Viewer, select a
curve.
Y In the Collision Curves pane of Collision Viewer, click
Zoom to Selected .
Y Pick on another line item and see the results in the Graphic
Viewer.

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Lesson 4: Factors that Affect


Collision Detection
Introduction
NOTE
When creating collision sets in Engineering Compatibility Mode (suggested study
mode), only components (not entitles) can be added.

There are four factors that affect collision detection:


) Simulation Time Interval: Collision sets are only processed at
the graphics update time interval. A collision will only be
detected if it occurs at a time interval boundary, meaning that it
is possible for a collision to occur between updates and
therefore not be detected. The smaller the interval, the less
likely it is that this will occur.
) Speed and Acceleration: The speed and acceleration of an
object can affect the detection of collisions. If they are very
high, it may be advisable to reduce the update time interval.
) Display/Blank: Process Simulate only detects collisions of
displayed or visible parts. Collisions involving blanked items
will not be detected.
) Display Precision of Entities: Process Simulate determines
collisions based on the graphical distance between entities. The
graphic display precision of an entity affects this graphical
distance. The display precision for surfaces can be set when the
component is brought into the system via IGES or CADlink. A
higher precision results in a closer approximation of the
mathematical model. Although Process Simulate will run more
slowly with a higher precision setting, this option is
recommended for highly curved or complex surfaces.

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CHAPTER 3

Exercise: Factors that Affect


Collision Detection
Here are some of the factors that affect collision detection.
1 In Process Simulate, browse into the studies folder and select
the proper study.
Y In the Navigation Tree, browse to your StudyFolder.
Y Browse to the Cardoor study folder.

Y Right click the Collision Demo1 study and select Load .

2 Change the collision options.


Y Right-click in the Graphic Viewer and select Options from
the displayed popup menu. The Options window is
displayed.
Y In the Options window, select the Collision tab.

Y Check the Stop Simulation when a Collision is Detected


checkbox.

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Y Check the Play Sound when a Collision is Detected


checkbox.
Y Click [OK].
NOTES:
The Stop on collision checkbox freezes the simulation when a collision or
near miss is detected.
To hear a sound when a collision occurs, you need to click Sound Browse to
locate an appropriate sound file (.WAV) to be played.
3 Set the colliding objects.
Y From the left pane of the Collision Viewer select New

Collision Set .
Y Add the block into the Check column and the two spheres
into the With column. You will need to select the spheres
from the Objects Tree viewer or from the Graphic Viewer.

Y Select [OK].
Y Activate the collision detection by clicking Collision Mode
On/off .
4 Play the simulation.
Y Go to the Operations Tree viewer.
Y Right-click collision_demo, and select Set Current
Operation from the displayed popup menu.

Y Click Play Simulation Forward on the Edit Viewer


toolbar and watch the simulation in the Graphic Viewer.

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CHAPTER 3

NOTES:
Notice that the green ball stops (collides) with the box. Both balls have a diameter
of 1000 mm, but the orange ball has a lower display precision. The colliding pairs
will also be listed in the Collision Viewer, highlighted in red.
5 Rewind the simulation.

Y Click Jump Simulation to Start on the toolbar.


6 Change the Simulation Time Interval.
Y Right-click in the Graphics Window and select Options
from the popup menu. Select the Motion tab. The Motion
tab is displayed:
Y Enter 1.0 in the Simulation Time Interval field.

Y Select [OK].
NOTES:
The simulation time interval determines how often the Graphic Viewer is redrawn.
Lower numbers (that is, shorter time intervals) redraw it more frequently, thereby
making simulation slower. This does not affect the true duration that it takes the
task to be done in real-time.
7 Play the simulation again.

Y Click Play Simulation Forward on the toolbar again and


watch the simulation in the Graphic Viewer.
NOTES:
Notice that the collision does not occur this time. This is because the collisions lists
were processed once per second, and the ball had already moved past the collision
point when the check was performed. This is the quickest possible setting.
8 Change the Simulation Time Interval.

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Y Right-click in the Graphics Window and select Options


from the popup menu. Select the Motion tab. The Motion
tab is displayed:
Y Enter 0.05 in the Simulation Time Interval field.
Y Select [OK].
9 Play the simulation again.

Y Click Play Simulation Forward on the toolbar again and


watch the simulation in the Graphic Viewer.
NOTES:
Notice that the collision does occur this time. This is because the collisions lists
were processed once per 0.05 seconds. This is the slowest possible setting.

10 Return to the default time interval.


Y When you have finished, make sure to change the
Simulation Time Interval back to 0.2. (The default).

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CHAPTER 3

Lesson 5: Cutting Sections


Introduction
Objects can be cut into sections along the YX-, YZ-, and ZX-planes
of the working frame, which then appears in the Section Viewer.
Sections can be moved dynamically, either perpendicularly to the
section, or rotated around one of the two axes of the section. This
changes the section that is returned. The section plane can show
either a 2D cut, or it can be used to clip (temporarily hide from
display) the front or back of the objects around the section plane.
You also have the option of cutting the section either dynamically

or only when Update Section (on the toolbar) is clicked. This


option is somewhat faster than the first.

Exercise 1: Creating and Moving a


Section Plane
Objective: In this exercise, we will cut sections through the
components of a workcell.
1 Use the study that you currently have open.
2 Display only the car parts on the stand.
Y Select the car parts on the stand: Draw a box around them,
in the Graphic Viewer, with the left mouse button.
Y The selected parts will be shown in green in the Graphic
Viewer.
Y In Graphic Viewer, right-click the selected parts.
Y From the displayed popup menu, select Display Only.
3 Create a section through these parts.
Y Pick a point on the parts for the origin of the cutting plane.

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Y Click the down arrow to the right of New Section to


display the planes on which you can cut the section.

Y Select New YZ Section to cut the section on the YZ


plane of the selected point (or the working frame if nothing
is selected). The Section Manager window is displayed:

4 Move the slider back and forth to move the section across the
Z-axis of the section plane (that is, perpendicular to the
section). Note how the section moves as you move the slider.
5 Change the step size by clicking the Step size link and
changing the step size in the displayed window.
6 Move the section using the new step size by clicking Rotate

Positively .
7 Grab the central axis of the manipulator frame, shown below,
and rotate the section.

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CHAPTER 3

8 Change the Select intent to Where Picked, click Point to Point

Measurement on the toolbar, and measure the


point-to-point distance between two entities in the Section
Viewer. The cross-section line is drawn in the Graphic Viewer.
NOTE:
In the next chapter, we will learn how to create a note flag using the Note Editor,
which highlights problems and then outputs the distance and a picture of the
Graphic Viewer to create a report.

Exercise 2: More on Cutting


Sections
Objective: In this exercise, we will cut some more sections.
1 Close the Section Manager and Section Viewer from the
previous exercise by clicking Close .
2 Right-click the section plane and select New Section Viewer
from the displayed popup menu. A section will be cut and
displayed in a new Section Viewer.

3 Right-click the section and select Section Manager from the


displayed popup menu. The Section Manager window is
displayed.
4 Change the section properties from clip to cut.
Y Notice that the section is three-dimensional.
Y Right-click in the Section Viewer and select Section Viewer
Properties from the displayed popup menu. The
Properties of section window is displayed:

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Y Select Cut and click [OK]. Note that the section cut is now
two-dimensional.
5 Change the section properties from dynamic to static update.
Y Right-click in the Section Viewer again and select Section
Viewer Properties from the displayed shortcut menu.
Y Uncheck the Dynamic Update checkbox and click [OK].
Note that the title bar on the Section Viewer changes from
Dynamic Cut to Static Cut.
We will see the difference in the next step.
6 Examine the affect of the changed to the section properties.
Y If the Section Manager window is not open, open it.
Y Move the slider back and forth. Note that the section is no
longer being dynamically updated and that the section
plane can be moved very quickly through the part (i.e. the
section is static).
Y Right-click in the Section Viewer and select Section Viewer
Update from the displayed popup menu. Note that the
new section is cut where the section is located and the
Section Viewer is updated with the results.
7 Delete the section.
Y Right-click the section plane and select Delete from the
displayed popup menu to remove it.

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CHAPTER 3

Lesson 6: Final Notes on


Cutting Sections
Introduction
In this lesson we will describe some other uses for the dynamic
section cutting tool.

Exercise 1: Different Ways to Cut a


Section
Objective: To cut sections different ways.
1 Pick a point on an object and cut a section. The section is cut
at that point.
2 Pick nothing then cut a section. The section is cut at the
working frame. You can then shift the object to where you
want it.
3 Change the Pick Intent to Self Origin and the Pick Level to
Component. Pick a part to have the section plane originate at
the vehicle origin.

Exercise 2: Opening Additional


Graphics Windows
Objective: To use the section plane as a way to open additional
Graphics Windows.
1 Create a cross section along the XY plane of the working frame.
2 Slide the section to just below all the objects.
3 Make sure dynamic clipping is on for the section.

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4 Set this new Graphic Viewer and the main Graphic Viewer
side-by-side.
5 Change the View Point in one Graphic Viewer to Right and the
other to Top.

Exercise 3: Managing Sections on


the Objects Tab
Objective: To sections different ways.
1 From the Object Tree viewer, rename the section just created to
View 2.
2 Close the section’s Graphic Viewer.
3 Use the Object Tree viewer to blank the section located in the
Sections folder.

Exercise 4: Reopening the Section


Window Later
Objective: To access the section plane later.
1 Right click on the section in the Object Tree viewer and open
the open the Graphics Window and Section Manager again.

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CHAPTER 3

Chapter Summary
In this chapter the following was learned:
) The Collision Viewer, which displays a report of all currently
occurring collisions, was learned.
) How dynamic sections of workcell components can be cut
along the YX-, YZ-, and ZX-planes of the working frame.
) Demonstration workcells where opened and their simulations
run. Each workcell emphasized ways in which Process Simulate
can be used.

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Deliverables
4-1
CHAPTER 4

Chapter 4

Deliverables

About This Chapter

This chapter discusses various deliverables that can be output from


Process Simulate, and contains the following lessons:
) Lesson 1: Markups and Graphic Viewer Text, page 4-2,
describes how to markup images of the current view how to use
the Note Editor tool to add electronic work instructions, Web
links, or notes flagging problems to images in the Graphic
Viewer.
) Lesson 2: Storing Pictures of the Workcell, page 4-8, describes
how to copy Process Simulate images to be saved as files or
printed.
) Lesson 3: Presentation Mode, page 4-10, describes how to use
presentation mode to run simulations.
) Lesson 4: Recording Process Simulate Simulations to an .AVI
File, page 4-14, describes how to create an .AVI movie file of
all subsequent operations effected in the Graphic Viewer using
Process Simulate's AVI Recorder commands.
) Lesson 5: Movie Manager, page 4-18, describes how use movie
manager to create AVIs of simulations.

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Lesson 1: Markups and


Graphic Viewer Text
Markup Editor Review
The Markup Editor enables you to take a snapshot of the currently
displayed image in the Graphic Viewer. The image itself cannot be
modified, but labels and callouts can be added to the snapshot.
Each of these techniques was covered in the EMS127 class (Basic
Process Designer class).

¾ Three Ways to open the Markup Editor:

) Method 1: Select File -> Outputs -> Markup Editor . This


method exports the markups to a picture file in a selectable
folder.
) Method 2: Select a snapshot, and click Add Markup on the
Snapshot Editor viewer. This method stores the markups, so
that they can be modified later. They are always stored under
tunecells folder.
) Method 3: On the Operations Tree viewer or Object Tree
viewer, pick an object (such as Product, Operations, or
Resources) that are checked out in Process Simulate. Select File
-> Outputs -> Attach File. Click Create Snapshot . Select it
and click Markup . This method exports the markups to the
Images folder under the sysroot and attaches the file to the
selected node in Process Simulate. The pixel size of the picture
can also be specified.

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Adding Text in the Graphic Viewer


Text can be added directly into the Graphic Viewer using three
techniques. Each of these techniques was covered in the EMS127
course (Process Designer Basics).
) Notes
) Dimensions
) Labels

¾ To work with Notes:

Notes are objects that display as free text with a leader line in the
Graphic Viewer. The Note commands are located under: Tools ->
Notes. Notes can be shared between Process Designer and Process
Simulate.

) Create Note

) Object Notes

) Edit Note
) Toggle Note Visibility
) Automatic Note Flag Placement

) Notes Settings

) Update Object Notes

¾ To work with Labels:

Labels are objects that display as free text in the Graphic Viewer.
There are many options to define the formatting for a note. The
Label commands are located under: Tools -> Labels. Notes can be
shared between Process Designer and Process Simulate.

) Object Labels
) Create Label

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) Modify Note

¾ To work with Dimensions:

Dimensions are objects that display as free text in the Graphic


Viewer. The Dimension commands are located under: Tools ->
Measurements -> Create Dimension. Dimensions can be shared
between Process Designer and Process Simulate.

Exercise 1: Creating Markups and


Attaching to Process Simulate
Nodes
Objective: In this exercise, we will learn how to use the markup
editor.
1 Use the existing opened study.
2 In Process Simulate, browse the operations tree and check out
the compound operation that you want to attach the markup to.
Y Within the navigation tree expand the process folder
Y Right click the PrPlantProcess and select open in navigation
tree.
Y Expand into your line until you find the compound
operation that is your current operation. Confirm that it is
checked out. If not, check it out.

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3 Create an image file.


Y In Process Simulate, (in the Navigation Tree) select the
compound operation you just checked out.
Y Select File -> Outputs -> Attach File .

Y From the Attach File window, click Attach Snapshot .

Y In the Image Properties window, enter mypicture1 for the


File name.

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Y In the Image Properties window, change the Width and


Height of the image.
Y Click [OK].

4 Create the markup image


Y From the Attach File window, select the created image.

Y Click Markup .
Y Add some markups.

Y Close the Markup window.

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Y Click Yes.
Y Close the Attach File window.
5 Look at the node in Process Simulate and notice the marked up
image file is attached.
Y In the Navigation Tree, pick the compound operation and
select File -> Properties.
Y In the Properties window, select the Attachments tab.

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Lesson 2: Storing Pictures of


the Workcell
Introduction
Static images of Process Simulate workcells can be created in
.BMP, .JPEG, .GIF or. TIFF format.

Exercise: Outputting the Graphic


Viewer to a File or Printer
(Method 1)
Objective: In this exercise, we will learn how to output the Graphic
Viewer to a file or printer.
1 Change the background color to white.
Y Right-click in the Graphic Viewer and select Options from
the displayed popup menu. The Options window is
displayed:

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Y Select the Color tab.


Y Select Background from the displayed list of options.
Y Choose white from the dropdown list at the bottom of the
tab.
Y Click [OK].
2 Output an image.
Y Select File -> Output -> Export Images
Y The Export Cell window is displayed.
Y Select a file type (.BMP, .JPG, .GIF or .TIFF format) from the
Save as type dropdown list.
Y Click Save to save the graphics file.
3 When you have finished, change the background color back to
black.

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Lesson 3: Presentation Mode


Introduction
This lesson describes how to use presentation mode to run
simulations.
This is useful for adding clarity and automation to simulations and
for emphasizing relevant objects. After creating a number of
presentation mode templates, users can select which template to
use for a given simulation using the new toggle button command in
the Sequence tab of the Edit Viewer.
For example, users can create a simulation template for
disassembling a subassembly of an engine:
) Display the whole engine in light gray.
) Display the subassembly in a contrasting dark gray.
) In turn, highlight each part for disassembly in another color
while disassembling it.
) Blank the parts when their disassembly is complete.
) Display the engine and highlight the next disassembled part.

Exercise: Using Presentation Mode


Objective: To use presentation mode to run simulations.
1 Continue using the same study.
2 Create a new presentation mode template.
Y Select Tools -> Options.
Y In the Options window, select the Simulation tab.

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Y In the Options window, click Add.


Y For Template name, enter MyTemplate.

Y In the Presentation Mode Actions window, click Add.


Y In the Add Presentation Mode Action window, click
Emphasize.
Y Move the Transparency slider to 10%.

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Y Click [OK].
Y For Action timing, select Operation Start.
Y In the Presentation Mode Actions window, click Add.
Y In the Add Presentation Mode Action window, click De-
emphasize.

Y In the Add Presentation Mode Action window, click [OK].

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Y In the Presentation Mode Actions window, click [OK].


Y In the Options window, click [OK].
3 Set it as the active presentation mode template
Y On the Sequence tab of the Edit Viewer toolbar, click the
down arrow to the right of Presentation Mode .
Y Select MyTemplate.
Y Click Presentation Mode .

4 Play the simulation and notice the effect.


5 Turn off presentation mode.
Y Click Presentation Mode .

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Lesson 4: Recording Process


Simulate Simulations to an
.AVI File
Introduction
The AVI Recorder command creates a movie file of all subsequent
operations effected in the Graphic Viewer. The Audio Video
Interleaved (.AVI) format was developed by Microsoft as a special
version of the Resource Interchange File Format (.RIFF).
NOTE:
While recording an .AVI file on computers with powerful graphic cards (16 MB and
higher), the graphical view may be jumpy during recording. However the resulting
AVI recording will be smooth.

Exercise 1: Outputting a
Simulation to an .AVI File
Objective: In this exercise, we will output simulation to an .AVI
file.
1 In Process Simulate, browse into the study folder and select the
proper study.
Y Browse to your StudyFolder.
Y Browse to the demo study folder.

Y Right click the asy_mouse_only study and select Load .


2 Select the asy_mouse_only compound operation on the
Operations Tree viewer and Set as the current operation .
3 Starting recording an AVI.
Y Select File -> Outputs -> AVI Recorder . The following
window is displayed on the next page.

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Y By default the file will be saved inside the My Documents


folder.
Y Click Save. The AVI toolbar is displayed:

4 Play the simulation.


Y In the Sequence tab of the Edit Viewer, click Play
Simulation Forward on the toolbar and watch the
simulation in the Graphic Viewer.
5 Stop recording the .AVI.

Y Click Stop Recording .

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Y Look where the video was placed.


Y Click [OK].
6 Open My Documents and locate the .avi file.
7 Play the new AVI video.
Y Double-click the .AVI file. The Windows Media Player
opens, and the .AVI file is played.

Exercise 2: Outputting a
Simulation to an .AVI File and
Attaching to an eMS Node
Objective: In this exercise, we will output simulation to an .AVI
file.
1 Open the Attach File window.
Y In the Navigation Tree, check out a compound node (i.e. a
station) and select it.

Y Select File -> Outputs -> Attach File .


2 Create an AVI file.

Y In the Attach File window, click Record .


Y Enter the name for the movie and click [OK].

Y The mouse pointer changes shape.

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3 Play the simulation.


Y In the Sequence tab of the Edit Viewer, click Play
Simulation Forward on the toolbar and watch the
simulation in the Graphic Viewer.
4 Stop recording the .AVI.

Y Click Stop Recording .

Y Look where the video was placed.


Y Click [OK].
5 Open My Documents and locate the .avi file.
6 Play the new AVI video.
Y Double-click the .AVI file. The Windows Media Player
opens, and the .AVI file is played.

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Lesson 5: Movie Manager


Introduction
This lesson describes how to use movie manager to create AVIs of
simulations. Movie Manager is a tool to “bulk create” AVIs for
several operations at once and associate them to the operations.
The Movie Manager runs a simulation in the background, records
an .AVI file, and associates the file with the operation.
NOTE:
Administrators must make sure that DirectX End-User Runtime is installed on the
client machines in order to view movies in the preview pane. You can download
DirectX from:
http://www.microsoft.com/downloads/details.aspx?familyid=CB7397F3-0949-
487B-9247-8FEE451BF952&displaylang=en.

Exercise: Using Movie Manager


Objective: To use movie manager to create AVIs of simulations.

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1 Continue using the same study.


2 Select the station node.
Y From the Operation Tree, select the station node.
3 Open the Movie Manager.
Y Select File -> Outputs -> Movie Manager .
4 Prepare to create several AVIs at once.
Y On the Movie Manager toolbar, click the down arrow to the
right of Presentation Mode .
Y Select MyTemplate.
Y Click Presentation Mode .
Y Check the checkboxes in the V column for the operations
that you would like to create an AVI.

Y On the Movie Manager toolbar, click the down arrow to the


right of Create Movie for All Marked Operations .
Y Select Overwrite all movies.

Y Click [OK]

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Y Click [OK].

5 Play one of the created AVIs.


Y Select one from the list.

Y Click Open File.


Y The AVI is played with your default video player (typically
Windows Media Player).
Y Close the video player.
Y Close the Movie Manager window.
6 Turn off presentation mode.
Y Click Presentation Mode .

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CHAPTER 4

Chapter Summary
In this chapter the following was learned:
) How to copy Process Simulate images and text windows to be
saved as files or printed.
) How to use the Snapshot Manager tool to create custom views
of workcells and jump to them.
) How to use the Note Editor tool to add electronic work
instructions, Web links, or notes flagging problems to images in
the Graphic Viewer.
) How to use presentation mode to run simulations.
) How to create an .AVI movie file of all subsequent operations
effected in the Graphic Viewer using Process Simulate's AVI
Recorder commands.
) How use movie manager to create AVIs of simulations.

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CHAPTER 5

Chapter 5

Other Selected
Topics

About This Chapter

This chapter discusses entity representation and kinematic


definitions in Process Simulate, and contains the following lessons:
) Lesson 1: Fundamentals of Kinematics, page 5-2, describes
kinematics, how they are used in Process Simulate.
) Lesson 2: Creating Device Operations, page 5-6, describes
how to add poses to a component instance and create device
operations.
) Lesson 3: Moving Robots, page 5-11, describes a couple of
techniques to move a robot.
) Lesson 4: Process Designer Commands in Process Simulate,
page 5-21, overviews which Process Designer commands are
available in Process Simulate.
) Lesson 5: Using Process Designer Disconnected, page 5-23,
describes how to use Process Designer Disconnected.
) Lesson 6: Putting It All Together, page 5-30, describes how to
put it all together.
) Lesson 7: Where Do We Go From Here, page 5-32, describes
what classes could be taken to learn more.

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Lesson 1: Fundamentals of
Kinematics
Definitions
The following is a list of definitions that are important to remember
when working with polylines:
) Kinematic Chain: A collection of links and joints.
) Link: The basic non-moving segment of a kinematic chain.
) Joint: The basic moving segment of a kinematic chain. A joint
consists of two links and an axis. There are two types of joints:
Y Revolute joint: Rotates around the axis.
Y Prismatic joint: Moves linearly along the axis.

An example of a kinematic chain, with links and joints, is shown


below:

NOTES:
In order to define the kinematics of a component, you must be in Modeling mode.
We will not define kinematics in this class. We will only use components that
already have kinematics defined. If you would like to know how to add kinematics
to component, attend the EMS 203 training class.

A kinematic chain has an order established by the relationship of


the links. The parent link precedes a child link in the sequence
order. When the parent link moves, the child link follows.
In a kinematic chain, the number of links is equal to one more than
the number of joints. For example, if there are six joints, there will
be seven links.

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Each joint rotates around or slides along an axis. The positive


direction of rotation around an axis is defined using the right hand
rule. The right hand rule is this: Make a fist and point your thumb
straight up. Place your fist at the first point and align your fist so
that your thumb points straight toward the second point. Now your
fingers show the direction of rotation around the axis.

Exercise: Jogging the Joints of a


Simple Component
Objective: In this exercise, we will open the study called Door
Kinematics and jog its joints.
1 Browse to your StudyFolder.
2 Browse to the Kinematics study folder.

3 Right click the Door Kinematics study and select Load .

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4 Open the Joint Jog window.


Y Set the Select level to Component.
Y Select the door.

Y Select Kinematics -> Joint Jog . (You may want to load


the kinematics toolbar ) The Joint Jog window is displayed:

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5 Jog the joints.


Y Click the mouse on j1 gear and do not release the mouse
button.
Y Move the mouse left and right in the Graphic Viewer to see
the selected joint move. (Notice you are not limited to
moving the joint inside the Joint Jog window).
Y Release the mouse button.
6 Repeat the previous step for the j2 gear.

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Lesson 2: Creating Device


Operations
Defining Poses on the Component
Instance
To define a pose on the component instance, you need start with a
prototype that contains kinematics. Then jog the mechanism joints
to a new pose, mark the pose, and then jump to the new pose.

Exercise 1: Defining OPEN and


CLOSE States
Objective: In this exercise, we will learn how to define OPEN and
CLOSE states for the door. This exercise is a continuation of the
previous one, and the kinematics must already be defined.
1 Make sure that the Select level is set to Component.
2 Make sure the component is in its home pose.
Y Select the component.

Y Click the Kinematics -> Home to return the room_door


to the position it was in when the kinematics were defined
(that is, j1=0, j2=0). This is called the HOME pose.
3 Verify that the angular units are set to degrees (and not radians).
Y Right-click in the Graphic Viewer and selecting Options
from the displayed popup menu.

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Y Select the Units tab in the displayed Options window.


Y Select Degree from the Angular pull down list.
Y Click [OK].
4 Create a New Pose.
Y Select the component.

Y Click the Kinematics -> Pose Editor . The Pose Editor


window is displayed:

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Y Click New. The New Pose window is displayed:

Y In the Name field, enter CLOSE, leave the joint values at


j1=0 and j2=0, and click [OK]. This is the same as the
HOME pose in step 2.
5 Jog the joints of the component.
Y Select the door.

Y Select Kinematics -> Joint Jog to open the Joint Jog


window.
Y Select and hold the j1 gear, and move the mouse left and
right in the Graphic Viewer to jog the door to an open
position.
Y Repeat the process for the j2 gear.

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6 Create another pose.

Y Click the Kinematics -> Pose Editor again.


Y In the Pose Editor, click New.
Y Enter OPEN in the Name field of the displayed New Pose
window. Note that the j1 and j2 values for the pose we are
creating are the same as were jogged to in the previous
steps.
Y Change the j1 value to 70 and the j2 value to 90, either by
entering them directly in the fields or by using the up and
down arrows.
Y Click [OK].
7 Move the component between the defined poses.
Y In the Pose Editor window, select the CLOSE pose, and click
Jump.
Y Select the OPEN pose, and then click Jump again.
Y This jumps the door from the CLOSE state to the OPEN
state.
8 Return the door to the Home pose.
Y Click Reset to reset the mechanism back to the HOME pose.
9 Save the current workcell.
Y File -> eMServer Selective Update, for Operations

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Exercise 2: Creating an Operation


from Poses
Objective: In this exercise, we will learn how to create a
compound sequence from a mechanical operation.
1 For this exercise, select the Operations Tree viewer.
2 Create a new operation to move the component from one pose
to another.

Y Select Operations -> New Device Operation . The New


Device Operation window is displayed:

Y Select room_door_demo in the Device field.


Y Select CLOSE from the From pose pull down list.
Y Select OPEN from the To pose pull down list.
Y Click [OK].
3 Run the simulation for the operation just created.
Y Select Play.

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Lesson 3: Moving Robots


Introduction
In the next exercise, we introduce a robot model (shown below),
and then move its kinematics using:

) Joint Jog - Drag the joints one at a time (Direct kinematics)


) Robot Jog - drag the TCPF of the robot while leave the base
fixed, thereby moving all the joings of the robot at once (Inverse
Kinematics)

) Robot Jog with Locked TCPF - drag the base of the robot
while leaving the TCPF of the robot fixed, thereby moving all
the joings of the robot at once (Inverse Kinematics)
NOTE:
In this simple lesson, we will only be moving the Robcad without a tool
mounted to the end of the robot arm. In this case the TCPF is at the
TOOLFRAME of the robot. When the Mount command is used to place a valid
tool at the end of the robot, the TCPF of the robot jumps to the TCP frame of
the mounted tool. This affects the locations that are marked and used later in
this exercise.

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Principles of Inverse Kinematics

Definitions
) Device - A component with kinematics
) Robot – A device with a TCPF at the end of the kinematic
chain.
) TCPF – Tool Center Point Frame

Relocate Command
Inverse kinematics works kind of like the Relocate command (for
placement).

¾ Relocate with source orientation:

Putting an object from the source frame to the target frame will:
) Move the object from the source frame to the target frame

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) Orientation of the object is not affected (orientation of the


source frame is maintained)

¾ Relocate with target orientation:

Putting an object from the source frame to the target frame will:
) Move the object from the source frame to the target frame.
) Orientation of the object is changed to the target frame

Direct Kinematics
) Easy to do because simulation engine already knows the joint
values
) Direct kinematics can be used for any kinematic device such as
guns, clamps, robots, etc . . .

¾ How direct kinematics work:


1 You give the simulation engine a state/pose. The state/pose
contains the exact values for each joint of the mechanism.

Current Position Target Pose

J1=0 J1=10

J2=10 J2=120

J3=0 Move to PoseÆ J3=100

J4=15 J4=45

J5=40 J5=32

J6=20 J6=46
2 The simulation engine moves the mechanism from the current
position to the destination pose

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Inverse Kinematics
) Takes more effort, because the destination pose must be
calculated on the fly. However, this gives more flexibility to
the user.
) Only available for robots (and CMM's).

¾ How inverse kinematics work:


3 You give the simulation engine a location. The location
contains the target position and orientation of the TCPF of the
robot.

Current Target Calculated


Position Location Pose

J1=0 X=10 J1=10

J2=10 Y=2547 J2=120


Move to
Æ
J3=0 LocationÆ Z=301 J3=100

J4=15 Rx=35 J4=45

J5=40 Ry=145 J5=32

J6=20 Rz=76 J6=46


4 Internally, the simulation engine tries to put the TCPF of the
robot onto the location
5 Once the simulation engine puts the TCPF on the location, it
then looks at the joint values required to reach this location
6 The simulation engine moves the mechanism from the current
pose to the calculated pose which places the TCPF of the robot
on the target location.

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Level of Kinematic Inverse


The goal is to put, with target orientation, the TCPF of the robot
onto the target location (both the position and orientation of the
target location are used). This is referred to as a Full Inverse.
Sometimes it is not possible for the robot to perfectly place its TCPF
onto a location. However, it may be able to put with source
orientation onto the location (only the position of the target
location is used). This is referred to as a Partial Inverse. A partial
inverse can be used to get a full inverse using special tools in
Process Simulate.
In some cases, the robot may not be able to reach the location's
position or orientation. This is referred to as No Inverse. There are
some tools in Process Simulate to fix this situation also.

Exercise 1: Examining the


Kinematic Tree of a Robot
Objective: In this exercise, we will see how to move a robot.
1 Load the study.
Y In the Navigation Tree, browse to the Kinematics study and
Load the Robot Kinematics study.
2 Look at the kinematics in the Kinematics Editor.
Y Select the robot.

Y Click Kinematics -> Kinematics Editor .


Y The Kinematics Editor window opens.

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Y The links of the robot in the Graphic Viewer are temporarily


colored according to the colors of the links in the
Kinematics Editor window.

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Exercise 2: Making the Robot


Move
Objective: In this exercise, we will see how to move a robot.
1 In Process Simulate, browse to the Kinematics study and load
the Robot Kinematics study.
2 Jog the robot’s joints.
Y Select the robot.

Y Select Kinematics -> Joint Jog to open the Joint Jog


window.

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Y Jog the joints using the sliders and observe how they move.
3 Use Robot Jog to move the robot. Notice how this type of
movement is different from Joint Jog.
Y Select the robot.
Y Select Kinematics -> Robot Jog to open the Robot Jog
window, as shown below:

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Y Grab the Robot Jog manipulator frame in the Graphic


Viewer and pull the robot around.
NOTE:
The robot jog window is only available for robot components (i.e. components
with a TCPF frame at the end of its kinematic tree).
4 Create new robotic operation for the robot.
Y Select Operations -> New Weld Operation .
Y In the New Weld Operation window, pick the Robot field
and pick the robot n the Graphic Viewer.

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Y Take the defaults for the rest of the fields and click [OK].
NOTE:
The creation and validation of proper weld processes is described in detail in
the WKP212S class. The information provided in this lesson should not be
considered enough to begin processing welds in the Process Simulate
environment.
5 Create a location for the robot.
Y On the Operation Tree viewer, pick the new bolded
Weld_Op robotic operation.
Y Select Operation -> Path Editing -> Add Current
Location .
NOTE:
The path editing buttons can also be found on the Path toolbar which is turned
off by default.
6 Home the robot. See the steps that follow.
Y Select the robot.

Y When you are done, select Kinematics -> Home to


return to the HOME pose.
7 Create another via location for the robot.
Y On the Operation Tree viewer, pick the new bolded
Weld_Op robotic operation.
Y Select Operation -> Path Editing -> Add Current
Location .

8 Play the simple simulation.


Y On the Sequence tab of the Edit Viewer, click Play Forward
.

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CHAPTER 5

Lesson 4: Process Designer


Commands in Process
Simulate
Introduction
Some functionality of Process Designer is also available in Process
Simulate:

) Cancel Check Out - Taught in EMS127


) Change Password - Not taught in class
) Check In - Taught in EMS127
) Check Out - Taught in EMS127
) Close Project - Taught in EMS127
) Configured Update eMS - Not taught in class
) Delete - Taught in EMS127

) eMS Library Browser - Taught in EMS127

) eMServer Selective Update - Taught in EMS127 and


WKP100S
) Load - Taught in EMS127

) Merge Studies - Taught in WKP215S

) Navigation Tree - Taught in EMS127

) New - Taught in EMS127


) Open Project - Taught in EMS127
) Power Bar - Taught in EMS127

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) Properties - Taught in EMS127


) Retrieve Detailed Representation - Taught in EMS127
) Set Update eMS Configuration - Not taught in class
) Variant Filter - Taught in EMS222 and EMS229

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CHAPTER 5

Lesson 5: Using Process


Simulate Disconnected
Introduction
) Process Simulate Disconnected does not require a server. It
can only work with.PSZ files.
) The .PSZ file is generated by first running Process Simulate
(connected) and selecting either File -> Save (This is NOT
the same as File -> Save from Process Designer). This
command saves the current loaded study as a .PSZ file in the
specified folder.
) Process Simulate Disconnected can open, edit, and save the
.PSZ file.
) The .PSZ file can be opened by PSC and used to update the
original study in the eMS Database.

¾ System Root:
) Process Simulate Disconnected has its own local system root
(see the Options menu).
) The default Process Simulate Disconnected system root is the
eMS system root.
) You can create and modify the local system root.

¾ Saving a .PSZ file:

In Process Simulate (connected) the Save As and Save commands


have two options:
) Save only the study

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Y In this case, the library components present in the study will


not be saved. When the .PSZ file is opened no library
components will be found. An error message stating no
components found will be displayed.
) Save the study and its library components to a local system root
Y In this case, the library components present in the study will
be saved in a separate zip file. This file must be unzipped
into the local system root before opening the .PSZ file with
Process Simulate Disconnected. Failure to do so will result
in library components not being found.

¾ Suggested Workflow:
1 Save from Process Simulate (connected) a study as a .PSZ file
with a zip file for the library components.
2 Launch Process Simulate Disconnected and set the local
system root.
3 Unzip the library components zip file under the local system
root.
4 Open the .PSZ file.
5 Work on the .PSZ file.
6 Save the .PSZ file.
7 Reloading the .PSZ file to insure that the changes have been
saved.
8 Exit Process Simulate Disconnected.

¾ Updating back the eMS Database:

It is important update back to the eMS the changes that have been
made offline. To do so:
1 Launch Process Simulate (connected).
2 Opening the .PSZ file with the "Open" command.
3 Run Update eMS – this action will update the study originally
used to generate the .PSZ file with the changes made offline.

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CHAPTER 5

4 Load the corresponding study and verify eMS has been


updated.

Instructor Demo: Starting and


Exiting Process Simulate
Disconnected
Objective: To learn about the disconnected method of starting
Process Simulate.
1 Continue where the last exercise left off: with a project opened
with Process Simulate (connected).
2 Save a .PSZ file of the eMS Database project.
Y Select File -> Save .
Y Browse to the desired location and enter the desired name.

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Y For Save as type, select Study Files (*.psz).


NOTES:
In this case we will be referring the same system root as the connected Process
Simulate. To create and reference a different local system root, change the Save
as type to Study Files (*.psz) and Library Components.
Y Click Save.
NOTES:
In order to start Process Simulate Disconnected, you must first open the desired

study using method 1 or method 2; then select File -> Save . This will create a
.PSZ file that can be later opened using Process Simulate Disconnected. You
can use the same system root, a local system root, or store the 3D data in the .PSZ
file.
3 Exit from the connected Process Simulate.
4 To start Process Simulate Disconnected:

Y If the Process Simulate Disconnected icon is present on


your desktop, double-click it to launch the application. If
not, start the Process Simulate application from the
Windows Start menu, as follows:
Y Select Start -> Programs ->Tecnomatix -> Engineering
Applications -> Process Simulate Disconnected .
Y Select File -> Open .
Y Browse and select the desired .PSZ file.

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CHAPTER 5

Y Click Open.
NOTES:
In Disconnected mode, users can continue working and save their work locally.
When ready to update the eMServer with the changes made when working in
Disconnected mode, users load the file to Process Simulate and activate the
eMServer Selective Update command. These features of Process Simulate are
not supported in this mode:
• eMServer commands (including the following: Navigation Tree, Properties
Viewer, eMS Selective Update, Open/Close Project, Check In/Check Out).
• New Part/Resource Prototype.
• Retrieve Detailed Representation.
• Copy and Paste of Local Components.
• Public Layout.
• Attach File.
• Mirror.
• Weld Distribution Center.
• Duplicate Weld Operation
5 Rename one of the obvious folders in the project.
6 Save a .PSZ file.
Y Select File -> Save .

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7 To exit Process Simulate Disconnected:


Y In Process Simulate Disconnected, select File -> Exit.
8 Login to the connected Process Simulate.
9 Open the .PSZ file.
Y Select File -> Open .
Y Browse and select the same .PSZ file.
10 Update the database with the changes.
Y Select File -> eMServer Selective Update .

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CHAPTER 5

Chapter Summary
In this chapter the following was learned:
) How to use kinematics in Process Simulate.
) How to add poses to a component instance and create device
operations.
) How to use a couple of techniques to move a robot.
) Got an overview of which Process Designer commands are
available in Process Simulate.
) How to use Process Designer Disconnected.

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Lesson 6: Putting It All


Together
Introduction
At the beginning of this class you had little or no knowledge of
Process Simulate. Through class you have been exposed to many
Process Simulate features and had time to practice what you have
seen. You must continue to use this tool after class in conjunction
with other users in your company, additional training classes, and
UGS services personnel in order to become an expert.

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CHAPTER 5

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Lesson 7: Where Do We Go
From Here?
Introduction
If you want to learn more about Process Designer, try these classes:
) EMS135D – Process Designer / Teamcenter Integration (CC)
) EMS228 – Process Designer Body-In-White Tools
) EMS229 – Process Designer General Assembly
If you want to learn about Process Simulate, try these classes:
) WKP201S – Process Simulate Assembler
) WKP206S – Process Simulate Human
) WKP212S – Process Simulate Spot
) WKP209S – Process Simulate Modeling and Kinematics
) WKP215S – Process Simulate CEE & Robotics Basics
) WKP315S – Process Simulate Robotics Advanced
If you want to learn about the administrative tools, try these classes:
) EMS203D – eMS Data Importing
) EMS222 – Variant Definition and Application
) EMS204 – eMS Administration and Installation
) EMS213 – eMS Data Management
) EMS304 – eMS Oracle Database Administration

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APPENDIX A

Appendix A

WKP100S
Classroom Setup

About This Appendix

This appendix provides a description of how to setup a class and


contains the following lessons:
) Lesson 1: Software Requirements, page 2, describes the
software and applications that must be installed on every client
for this class.
) Lesson 2: Do this before the First Class, page 3, describes how
to create the schema and setup the eMS_Data share.
) Lesson 3: Do this before Every Class, page 15, describes how
to setup each class.
) Lesson 4: Do this at the End of Each Day of Class, page 19,
describes how to avoid typical problems experienced with the
server throughout class.

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Lesson 1: Software
Requirements
Software Requirements
This class requires the following list of software and applications be
installed on every client:
) Process Designer
) Microsoft Office
) Adobe Acrobat Reader
) Tecnomatix installation DVD should be available on the
network or on the local hard drive.
This class requires the following list of software and applications be
installed on every eMServer: (normally there is only one per
classroom)
) Admin Console
) Process Designer
) eMServer Administration Tools
) Oracle 9i client
) Adobe Acrobat Reader
) WinZip
) Tecnomatix installation DVD should be available on the
network or on the local hard drive.

Hardware Requirements
Contact GTAC at 1-800-955-0000 for the latest information.

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APPENDIX A

Lesson 2: Do this before the


First Class
Introduction
The instructor shall complete these exercises before class begins.

EXERCISE 1: Initial Training Data


Setup
Objective: To copy the training data from a CD and give write
permission to the folders.
NOTES:
The data requires at least 540MB free on the server. This exercise should be
performed on the server.

1 Download the training data from the training website on the


intranet or training CD.
2 On the eMServer, browse to the eMS_Data folder/drive. The
assumption in this appendix and training book is that the
eMS_Data folder is a shared folder that can be referenced by
UNC path on the classroom eMServer and eMS clients.

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3 The sysroot and eBop Customization Files folders (sub-folders


of the eMS_Data folder) can exist but must be empty and
writable. Delete any content in these folders.

EXERCISE 2: Kill User Sessions


using the Access Rights Tool
NOTE
This exercise should be performed on only one training eMServer.

1 Students should log out of the software at the end of each day,
before these steps are performed.
2 Start the eMS Administration tool from the MS Windows Start
menu, if it is not already open. The steps to do this follow.
Y Select Start -> Programs -> UGS Tecnomatix ->
Administration Tools -> Admin Console .
3 Kill any active sessions.
Y In the Tecnomatix Admin Console window, expand into
eMServer Administration .
Y Select Sessions Administration .

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Y Hold down the [Ctrl] key and select all the sessions except
the pink one (you).
Y Click Kill Session(s).
Y In the Tecnomatix Admin Console window, expand into
eMServer Administration .
Y Select Sessions Administration .
Y Click Shutdown.

Y Click Yes.
4 Exit from the Tecnomatix Admin Console.

EXERCISE 3: Kill Tecnomatix


Oracle Sessions
Objective: To learn how to setup an eMS schema. Before starting
eMS, a new schema should be defined using the eMServer Schema
Administration tool.

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NOTE
This exercise should be performed on only one training eMServer.

1 Go into Oracle and verify there are no eMSAgent.exe or


DLLHost.exe sessions running on the database.
Y Select Start -> Programs -> Oracle – OraHome92 ->
Enterprise Manager Console .
Y In the Oracle Enterprise Manager Console Login window,
click [OK].

Y Expand the tree below the desired database (which may be


called MPMDB).
Y In the Database Connection Information window, enter
system for the username and manager for the password
(your password may be different).
Y Click [OK].

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APPENDIX A

Y Expand into the tree and select the Sessions folder.

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Y Right click each session, with a program name of


eMSAgent.exe or DLLHost.exe, and select Kill Session ->
Immediate.
2 Exit from Oracle Enterprise Manager Console.

EXERCISE 4: Creating an eMS


Training Schema within the
Database
Objective: To learn how to setup an eMS schema. Before starting
eMS, a new schema should be defined using the eMServer Schema
Administration tool.
NOTE
This exercise should be performed on only one training eMServer.

1 Start the eMS Administration tool from the MS Windows Start


menu, if it is not already open. The steps to do this follow.
Y Select Start -> Programs -> UGS Tecnomatix ->
Administration Tools -> Admin Console .
2 Create a new Oracle account.
Critical NOTE
All users (dllhost.exe and eMSAgent.exe oracle services) must be logged out of the
database for a schema to be created within the database. If any exist, disconnect
them immediately.

Y In the Tecnomatix Admin Console window, expand into


Schema Administration and select Oracle Account
Creation .

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APPENDIX A

Y In the login window key in a User Name of system,


Password of manager (your password may be different) and
a DB Alias of mpmdb (your database name may be
different).

Y Click [OK]. The Schema details and List of Projects in the


schema are shown appears.
Y Click [OK] to the warning message if given.
Y Click New Account.

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Y Enter CLASS1 for the Schema name.


Y Enter CLASS1 for the Password.
Y Enter EMP_ADMIN for the eMS Access user.
Y Uncheck Reset tables aft the account is created.
Y Click [OK].

Y Click Yes.

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APPENDIX A

Y Click [OK].

EXERCISE 5: Setting up the Admin


Console
NOTE
This exercise should be repeated on all the eMServers that will be used in training. .

1 Start Admin Console from the MS Windows Start menu:


Y Select Start -> Programs -> UGS Tecnomatix ->
Administration Tools -> Admin Console .
2 Verify the Agent Queue size settings.
Y In the Tecnomatix Admin Console window, expand into
eMServer Administration .
Y Select Association .
Y For DB Alias Name, enter your ORACLE_SID name.
Y For Schema Name and Password, enter CLASS1.

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Y Set the System Root Directory by entering the UNC path.


(For example if the computer that holds the Sysroot is
named myserver enter \\myserver\ems_data\sysroot ).
Y Click Apply to Current.

Y Click Yes.
3 Verify the Agent Queue size settings.
Y Under eMServer Administration , select Settings .

Y Login as administrator with no password.


NOTE:
This item should have been set during install, however:
On the Properties tab: For Agent Queue size enter a number 500 times the
number of users in the class. For example, for a class of 10 students and one
instructor, the Agent Queue size would be 5500 (11 x 500). By default the queue
size is set to 1000.
4 Enter the File Location tab values.
Y In the eMServer Administration window, click the File
Location tab.
Y Enter C:\Temp\ for the Log File Directory Path.

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APPENDIX A

Y Click Apply to Current.

5 Perform this step on each of the client computers:


Y Select Start -> Run.
Y Type: regedit.
Y Browse to My Computer -> HKEY_LOCAL_MACHINE ->
SOFTWARE -> Tecnomatix -> eM-Planner.
Y Select the Database sub-folder.
Y Double click on FileSystemRoot.
Y Set the FileSystemRoot by entering the UNC path. (For
example if the computer that holds the Sysroot is named
myserver enter \\myserver\ems_data\sysroot ).
Y Click [OK].
Y Select File -> Exit.

EXERCISE 6: Setting up the eMS


Training Database Scripts
Objective: To learn how to setup the basic training data.
NOTE
This exercise should be performed on only one training eMServer.

1 Setup the script environment.

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Y With Windows Explorer, browse into your eMS_Data


folder. (This folder is your TRAINING_DATA_FOLDER).
Y Browse into the Tecnomatix82_eMS-database folder.
Y Using a text editor, open the set_script_environment.bat
file.
Y Change the variables in this file to match your environment.
Y Save and close the file as the same name.
2 Continue to the next lesson to finish the classroom setup.

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APPENDIX A

Lesson 3: Do this before Every


Class
Introduction
The instructor shall complete these exercises before class begins.

EXERCISE 1: Setting up the


Training System Root
Objective: To copy the training data from a CD and give write
permission to the folders.
NOTES:
The data requires at least 540MB free on the server. This exercise should be
performed on the server.

1 The sysroot and eBop Customization Files folders (sub-folders


of the eMS_Data folder) can exist but must be empty and
writable. Delete any content in these folders.

NOTES:
For example your data area maybe a folder on the server named eMS_Data that
will be accessed on each eMS client via a UNC path.

2 Extract the data zip file directly to the eMS_Data folder on your
eMServer. The data zip file contains:

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Y eBop Customization Files – Only needed if not using the


provided oracle dump files .
Y Oracle DBA Scripts for Tecnomatix DB – Example
administrative scripts for the EMS304 course.
Y Readme files – Contains a readme file four each course with
a basic setup checklist (for detailed instructions see
Appendix A you are reading)
Y Sysroot – Training system room folder
Y Teamcenter2007.1_database – contains dump files that can
be read into an Oracle 9i Teamcenter database (infodba
Oracle user dumps).
Y Tecnomatix82_eMS-database – contains dump files that can
be read into an Oracle 9i Tecnomatix database (class1 or
system Oracle user dumps). A script is also provided to
facilitate the import.
Y Detailed_Behind_-the_Scenes_SetupInfo – Generic version
of Appendix A that is not specific to any course.
Y TRAINING DATA VERSION – An empty text file whose
name tells the release date of the data contained in the zip
file.
3 Set the permissions on the files.
Y Select Start -> Run
Y Type: cmd

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APPENDIX A

Y Go to the drive that holds the eMS_Data folder: c: (your


drive letter may be different)
Y Change directories to the sysroot folder data area on your
server: cd \ems_data\sysroot
Y Type: attrib –h /s
Y Type: attrib –r /s
4 (All students should be granted write access to the sysroot
folder and its contents.)

EXERCISE 2: Setting up the eMS


Training Schema within the
Database
Objective: To learn how to setup the basic training data.
NOTE
This exercise should be performed on only one training eMServer.

1 Prepare to run the script.


Y With Windows Explorer, browse into your eMS_Data
folder.
Y Browse into the Tecnomatix82_eMS-database folder.
2 Run the import script.
Y From the Tecnomatix82_eMS-database folder, double click
on import_only_schema_dump.bat.
Y Verify that the script ran correctly and then close the CMD
window.

Old Way to Import the Class


Projects (Not an Exercise)
1 Login to Process Designer as administrator.
2 Import the initial class projects.

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Y In Process Designer, select File -> Import -> Import New


eBop Project.
Y Browse to the .\sysroot\Import Export Files folder.
NOTE
All the import files in class have a 6 digit number at the end of the name. This
represents the date the file was created. For example an XML file created on
August 10, 2004 could be named MyTree081004.xml. This is done as a method of
working and is not a feature of eMS.
Y Select Assembler Sim Import to begin.xml.
Y This may take several minutes.
3 Check in the project (don’t keep checked out).
Y In the Navigation Tree viewer, right click on the project
node and select Check In and click [OK].
4 Close the project, but do not exit Process Designer.
Y Select File -> Close Project.
Y Select No to save the current scenario.

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APPENDIX A

Lesson 4: Do This At the End


of Each Day of Class
EXERCISE 1: Kill User Sessions
using the Access Rights Tool
1 Students should log out of the software at the end of each day,
before these steps are performed.
2 Start the eMS Administration tool from the MS Windows Start
menu, if it is not already open. The steps to do this follow.
Y Select Start -> Programs -> UGS Tecnomatix ->
Administration Tools -> Admin Console .
3 Kill any active sessions.
Y In the Tecnomatix Admin Console window, expand into
eMServer Administration and select Sessions
Administration .

Y Hold down the [Ctrl] key and select all the sessions except
the pink one (you).
Y Click Kill Session(s).

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Y In the Tecnomatix Admin Console window, expand into


eMServer Administration and select Sessions
Administration .
Y Click Shutdown.

Y Click Yes.
4 Exit from the Tecnomatix Admin Console.

EXERCISE 2: Kill Tecnomatix


Oracle Sessions
Objective: To learn how to setup an eMS schema. Before starting
eMS, a new schema should be defined using the eMServer Schema
Administration tool.
NOTE
This exercise should be performed on only one training eMServer.

1 Go into Oracle and verify there are no eMSAgent.exe or


DLLHost.exe sessions running on the database.
Y Select Start -> Programs -> Oracle – OraHome92 ->
Enterprise Manager Console .
Y In the Oracle Enterprise Manager Console Login window,
click [OK].

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APPENDIX A

Y Expand the tree below the desired database (which may be


called MPMDB).
Y In the Database Connection Information window, enter
system for the username and manager for the password
(your password may be different).
Y Click [OK].

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Y Expand into the tree and select the Sessions folder.

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APPENDIX A

Y Right click each session, with a program name of


eMSAgent.exe or DLLHost.exe, and select Kill Session ->
Immediate.
2 Exit from Oracle Enterprise Manager Console.

EXERCISE 3: Refreshing and


Analyzing the eMS Schema
Objective: To learn how to refresh and Analyze an eMS schema
after importing a large amount of data.
NOTE
This exercise should be performed on one training eMServer.

1 Prepare to run the script.


Y With Windows Explorer, browse into your eMS_Data
folder.
Y Browse into the Tecnomatix82_eMS-database folder.
2 Run the import script.
Y From the Tecnomatix82_eMS-database folder, double click
on Refresh_database_schema_after_import.bat.
3 Verify that the script ran correctly and then close the CMD
window.

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