Use the Tools menu commands to perform actions on objects, such as checking them in and out, and to create and manage address lists and generate reports.
Command Purpose
Check-In/Out Reserve exclusive access to one or more objects and/or their attachments by locking the objects in the database upon checkout. You restore access to the objects using check-in. Only your administrator is allowed to circumvent the security that these menu commands provide.
ID Display Rule Sets the display rule for items and item revisions based on alternate identifier context.
Command Purpose Process
Change Selector
Attach the selected structure to a Workflow process or change.
Project Assigns or removes objects from projects.
For more information about projects, see theProject and Program Guide.
Validation Lets you run validation agents and view results. Agents validate the attributes of relevant targets under a selected data object, using third-party software applications, based on criteria established by your local administrator.
Review Issue Lets you investigate issues to determine whether they must be fixed immediately, can be rejected, or can be deferred.
For more information about managing issues, see theIssue Manager Guide.
Assign Work Context
Lets you assign a profile that a user assumes to complete a specific assignment. Work contexts are created from a combination of user name, group, role, and project.
Manage Global Alternates
Lets you work with global alternates. A global alternate part is interchangeable with another part, regardless of where the part is being used in the product structure.
For more information about global alternates, see theStructure Manager Guide.
Baseline Creates a new dataset based on your work-in-progress (WIP)design and attaches a copy of the currently configured structure to that dataset.
For more information about creating a baseline, seeGetting Started with Product Structure.
Resource Pool Subscription
Allows you to subscribe to a resource pool. Remote Inbox
Subscription
Allows you to subscribe to inboxes based on the Teamcenter registry.
Subscribe Allows you to create subscriptions.
You can also access this menu command from a shortcut menu by right-clicking a data object.
Note This menu command must be enabled by your Teamcenter administrator.
Subscription Manager
Allows you to manage (query, edit, and delete) persistent subscriptions.
You can also access this menu command from a shortcut menu by right-clicking a data object.
Command Purpose Add Design to
Product
Opens the Add Design to Product wizard that guides you through adding your CAD design to an installation assembly attached to an architecture breakdown element.
For information about adding designs to products, see the
Platform Designer Guide. Add Part to
Product
Opens the Add Part to Product wizard that guides you through adding an enterprise resource planning (ERP) part to an architecture breakdown element.
For information about adding parts to products, see thePlatform Designer Guide.
Multi-Site Collaboration
Controls the data shared with participating sites in a distributed network. Multi-Site Collaboration allows you to publish and unpublish objects, send objects for remote export or remote checkout, register or unregister item identifiers, and synchronize objects, components, and assemblies.
• Publishing an object makes that object available to other Teamcenter sites. When you publish an object, a publication record is created in the Object Directory Service (ODS) that can be read and searched by other sites. Until you publish an object, it can be seen only by the local owning site. Other Teamcenter sites are not aware that the object exists. • Unpublishing an object reverses the procedure, the object is
only accessible by the local owning site.
• Synchronizing updates objects, components and assemblies. • Sending lets you send for remote export or checkout.
• Registering and unregistering lets you prevent and resolve non-unique item IDs.
• Checking a replica sync state lets you determine whether a replica is current.
Note You must have appropriate privilege on an object to
publish or unpublish an object. Your administrator defines the rules that determine who has publishing privileges on objects.
Typically, the owner of the object automatically gets publishing privilege. If you do not have the privilege to publish an object, an attempt to publish or unpublish the object returns an error. Check with your administrator
Command Purpose
about the Access Manager rules that control publishing privileges.
For more information about Multi-Site Collaboration menu commands, see theMulti-Site Collaboration Guide.
Import Allows you to import data into the database from another Teamcenter site or connection directory or to bring
non-Teamcenter product information under Teamcenter control. For more information about importing data, see theImport and export overview.
Export Exports data to various formats for specified destinations, such as a file which can then be imported to another database. For more information about exporting data, see theImport and export overview.
Override Word templates
Displays the Override Word templates dialog box to let you select a specification template and override object templates for a specified object during export.
For more information about using Override Word templates during a data export to Microsoft Word, see the Systems Engineering Guide.
Send Data To Sends selected data to an external application using an
application interface object. Your Teamcenter administrator uses the Business Modeler IDE application to create new application interface types associated with a specific application. Each of these types are available in the Send Data To dialog box. Send
Additional Data To
Sends additional data to a running session of the application launched using the Send Data To menu command.
Vendor Management
Lets you work with vendor, vendor role, and bid package line item data.
For more information about vendor management functionality, seeVendor management overview.
Address List Allows you to create and manage address lists for Teamcenter users, groups, and external Internet addresses.
Intermediate Data Capture
Captures intermediate data for retrieval and viewing. This capture data does not represent the final released state of the structure. The configuration rules are saved with the structure allowing its exact state at the time of capture to be reproduced each time it is retrieved. The IDC is stored as a PLM XML file containing references to specific files in datasets. The files are marked so they are retained even if they are subsequently modified; the copy is edited, not the original. An IDC is
independent of a particular application and you can open it in any application that interprets PLM XML data.
Command Purpose Open Live
Excel
Lets you use Microsoft Excel to change the values of editable properties for selected objects by generating an interactive Excel file that is synchronized with the Teamcenter database.
For more information about working in live Excel files, see the
Extensions for Microsoft Office Guide. Compare
Contents
For comparing two requirements or comparing a requirement or specification to a previous versions, lets you start and end comparisons, or compare to a previous object.
For more information about comparing requirement content, see theSystems Engineering Guide.
Trace Report Displays complying or defining objects related to a selected linking or data object.
For more information about trace links and complying objects, see
Linking objects using trace links. Check Index
Status
Displays the status of the full-text search index for the selected objects and also allows you to refresh the index for these objects. Site
CheckInOut
Provides access to menu commands for Check-Out to site, Check-In from site, and Cancel Check-Out to site.
Localization Lets you export, import, and filter objects for localizations. For more information about exporting localization files, see the
Localization Guide
Reports Lets you select an option:
• Report Builder Reports launches the Report Generation wizard.
• View Rollup Reports displays the rollup report, if any have been created in the Structure Manager application.
For more information, see Generate an item report on a Teamcenter object.
Process Assignment List
Lets you create and edit assignment lists, assign an in-process object to a user or user list, and replace old group members with new group members. When you create a new assignment list, you can name the list, select a process template, provide a description, assign resources, and examine the process view.
Assign Participants
Displays Assign Participants dialog box when an item revision is selected. Lets you view, add, and remove proposed workflow reviewers and responsible parties.
For more information about assigning workflow participants, see
Command Purpose
Part/Design Lets you specify the selected item revision to be the primary representation or reset the primary representation of the part. If no appropriate item revision is selected, the system displays a message prompting you to select an item revision under part representations.