& Construction
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Integrated BIM tools, including Revit, AutoCAD, and Civil 3D
& Manufacturing
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Professional CAD/CAM tools built on Inventor and AutoCAD
Integrated BIM tools, including Revit, AutoCAD, and Civil 3D
Professional CAD/CAM tools built on Inventor and AutoCAD
In this lesson, we’ll explore how to download and work with CAD files that have already been registered into Upchain.
Let's learn how to download CAD files and drawings that have already been registered into Upchain, and what this process means for you and other users.
Transcript
00:04
In this video, we'll show you how to download CAD files,
00:07
and drawings that have already been registered into Upchain and what this process means for you and other users.
00:14
So, let's take a look.
00:17
The Project BOM is the primary location where you'll find all items that are currently being used in the project.
00:24
If the item has a CAD file, you'll see this in the lower pane, as well as the documents tab.
00:32
In this video, we're focusing on how to download files from the Project BOM.
00:36
However, we'll cover additional ways search for and download files out of Upchain in later courses.
00:42
To download the CAD file from an item, right-click the item and select open.
00:49
This opens the download window.
00:52
In this window, you can see the cBOM file names, file versions, item number, revision, and item version, and item name.
01:03
By default, Upchain wants to download the latest version of everything.
01:06
However, you can choose a specific version of the parent assembly here...
01:13
And modify the child versions using these filters.
01:16
The Latest Working filter is what's selected by default.
01:24
The Latest Working filter selects the latest CAD file versions from across every item version for the child items saved in your cBOM.
01:34
The As Saved filter selects the CAD file version of the child items that were saved into the cBOM of the parent item
01:41
when the parent item was last saved into Upchain.
01:44
For example, when version 5 of the assembly was created, it was still referencing version 2 of these child components.
01:55
Note the warning message beside these Components indicating it is not the latest file version.
02:06
The Latest eBOM filter selects the latest CAD file version of the child items that currently exist in the eBOM,
02:13
as well as any additional files that were copied and pasted into the eBOM as well from the Web application.
02:22
Note that this does not insert these components into the cBOM, but it saves you from having to search for and download these files at a later time.
02:30
To be able to insert them into your cBOM yourself.
02:43
The Latest Released filter selects the latest release CAD file versions of the child items, if they exist.
02:50
If not, it simply selects the latest versions.
02:58
So, select your filter, select your parent version.
03:04
The left column has all components already selected for you, so you don't need to do this.
03:10
The second column is where you can select to download additional drawings if they exist.
03:20
Once you've made your selection, click the Download button.
03:24
You can monitor the progress of the download using the progress column.
03:31
Once the download is complete, the Open model button is enabled.
03:38
If you had also selected to download drawings and they existed, then the Open drawing button would be enabled.
03:45
Click the Open model button.
03:48
This opens the model into your CAD system and the plugin automatically switches to the cBOM view.
03:56
Note, there is a Plugin Settings where the cBOM view automatically refreshes after the model is or drawing is opened.
04:03
You can disable this so that this does not automatically happen.
04:07
This might be useful if you often download very large assemblies and you do not wish to wait for a full refresh.
04:26
When you download a CAD file or a drawing for an item, it downloads a copy of the file from the cloud to your local computer.
04:34
Other users in the system are also able to do the same thing at the same time,
04:39
and could make changes to the CAD file in the meantime and push those changes back into cloud.
04:45
This means that what you currently have downloaded may not stay that way for very long.
04:53
In the CAD plugin, you are notified of this when you Refresh the cBOM.
04:57
The Refresh does a bit of a sanity check on the files you currently have open.
05:01
And you'll receive a warning message if you no longer have the latest CAD file versions downloaded.
05:10
You can choose to download the latest version at this stage.
05:14
If not, then the cBOM view highlights any files that are not the latest versions with a gray highlighting bar,
05:23
and it has a warning message with a tooltip to indicate that you do not have the latest version of those CAD files.
05:32
Your Home Folder is a location on your computer that the CAD plugin downloads files to and will upload files from when you make changes to them,
05:42
which will cover in a later course.
05:44
By default, the Home Folder is located at C:\home\username, which is typically your email,
05:52
but you can change this in the Plugin Settings.
05:57
Here.
05:59
Just be careful before you make changes to your Home Folder Location,
06:03
make sure that you do not have any files currently checked out as Upchain will get confused as to where it is meant to check the files in from.
06:12
You can see a summary of your locked objects from My Workspace in the My Locked Objects section.
Video transcript
00:04
In this video, we'll show you how to download CAD files,
00:07
and drawings that have already been registered into Upchain and what this process means for you and other users.
00:14
So, let's take a look.
00:17
The Project BOM is the primary location where you'll find all items that are currently being used in the project.
00:24
If the item has a CAD file, you'll see this in the lower pane, as well as the documents tab.
00:32
In this video, we're focusing on how to download files from the Project BOM.
00:36
However, we'll cover additional ways search for and download files out of Upchain in later courses.
00:42
To download the CAD file from an item, right-click the item and select open.
00:49
This opens the download window.
00:52
In this window, you can see the cBOM file names, file versions, item number, revision, and item version, and item name.
01:03
By default, Upchain wants to download the latest version of everything.
01:06
However, you can choose a specific version of the parent assembly here...
01:13
And modify the child versions using these filters.
01:16
The Latest Working filter is what's selected by default.
01:24
The Latest Working filter selects the latest CAD file versions from across every item version for the child items saved in your cBOM.
01:34
The As Saved filter selects the CAD file version of the child items that were saved into the cBOM of the parent item
01:41
when the parent item was last saved into Upchain.
01:44
For example, when version 5 of the assembly was created, it was still referencing version 2 of these child components.
01:55
Note the warning message beside these Components indicating it is not the latest file version.
02:06
The Latest eBOM filter selects the latest CAD file version of the child items that currently exist in the eBOM,
02:13
as well as any additional files that were copied and pasted into the eBOM as well from the Web application.
02:22
Note that this does not insert these components into the cBOM, but it saves you from having to search for and download these files at a later time.
02:30
To be able to insert them into your cBOM yourself.
02:43
The Latest Released filter selects the latest release CAD file versions of the child items, if they exist.
02:50
If not, it simply selects the latest versions.
02:58
So, select your filter, select your parent version.
03:04
The left column has all components already selected for you, so you don't need to do this.
03:10
The second column is where you can select to download additional drawings if they exist.
03:20
Once you've made your selection, click the Download button.
03:24
You can monitor the progress of the download using the progress column.
03:31
Once the download is complete, the Open model button is enabled.
03:38
If you had also selected to download drawings and they existed, then the Open drawing button would be enabled.
03:45
Click the Open model button.
03:48
This opens the model into your CAD system and the plugin automatically switches to the cBOM view.
03:56
Note, there is a Plugin Settings where the cBOM view automatically refreshes after the model is or drawing is opened.
04:03
You can disable this so that this does not automatically happen.
04:07
This might be useful if you often download very large assemblies and you do not wish to wait for a full refresh.
04:26
When you download a CAD file or a drawing for an item, it downloads a copy of the file from the cloud to your local computer.
04:34
Other users in the system are also able to do the same thing at the same time,
04:39
and could make changes to the CAD file in the meantime and push those changes back into cloud.
04:45
This means that what you currently have downloaded may not stay that way for very long.
04:53
In the CAD plugin, you are notified of this when you Refresh the cBOM.
04:57
The Refresh does a bit of a sanity check on the files you currently have open.
05:01
And you'll receive a warning message if you no longer have the latest CAD file versions downloaded.
05:10
You can choose to download the latest version at this stage.
05:14
If not, then the cBOM view highlights any files that are not the latest versions with a gray highlighting bar,
05:23
and it has a warning message with a tooltip to indicate that you do not have the latest version of those CAD files.
05:32
Your Home Folder is a location on your computer that the CAD plugin downloads files to and will upload files from when you make changes to them,
05:42
which will cover in a later course.
05:44
By default, the Home Folder is located at C:\home\username, which is typically your email,
05:52
but you can change this in the Plugin Settings.
05:57
Here.
05:59
Just be careful before you make changes to your Home Folder Location,
06:03
make sure that you do not have any files currently checked out as Upchain will get confused as to where it is meant to check the files in from.
06:12
You can see a summary of your locked objects from My Workspace in the My Locked Objects section.
Please note there is a tenant property named "file.permissions.<YourCADSoftware>" that enables Upchain to set the read-write permissions of the files that are downloaded or checked out. This prevents accidental modification of CAD files that are not checked out from Upchain.
If enabled, files that are checked out become read-write and all others remain read-only to prevent accidental changes.
If this property is disabled, all files are read-write regardless of their check out status.
Please consult your Tenant administrator about this configuration.
Let's see how to edit a CAD file and drawing, and how to commit your changes back into Upchain. As a CAD user, this is the task that you’ll perform most frequently and is the key to being able to manage your CAD data and drawings in Upchain.
Transcript
00:04
In this video, we'll show you how to edit a CAD file and drawing and how you can commit your changes back into Upchain.
00:10
As a CAD user, this is the task that you'll perform most frequently, and is the key to being able to manage your CAD data and drawings in Upchain.
00:18
So, let's take a look. The Project BOM is the primary location where you'll find all items that are currently associated with the project.
00:27
If the item has a CAD file, you'll see it in the lower pane. And the Documents tab.
00:37
If the item also has a drawing, the drawing symbol is colored in dark and it is listed in the Documents tab.
00:48
If you wish to make a change to the CAD file or drawing, you must check it out.
00:52
To check out a CAD file, right click the item, select Check out. The Check out window opens.
01:01
In this window, you choose what version of the parent assembly and its children you wish to download and check out.
01:08
This always defaults to the latest version of everything.
01:14
However, you can choose an earlier version of the parent assembly right here,
01:21
and modify the versions of the child components using these filters right here.
01:28
More information on these filters can be found in our help center and linked at the end of this course.
01:35
In the left column, you can select which files in addition to the parent file you wish to check out.
01:42
All files will be downloaded within this assembly but only those that are selected and checked off will be checked out.
01:52
In the second column, select whether you wish to check out any accompanying drawings if they exist.
01:59
You can right click these column headings to select all or select by status.
02:05
Once you have everything configured to your liking, click the Download button.
02:11
You can monitor the progress of the download in the Progress column.
02:20
Once the download is complete, the Open model button is enabled to open the model into your CAD session.
02:27
If you also checked out the drawing, the Open drawing button is also enabled.
02:32
Click the Open model button.
02:39
The Assembly is opened into your CAD session and it automatically switches to the cBOM view in the Plugin.
02:46
Noticed, however, it did not automatically refresh.
02:50
This is because the setting to Auto refresh after download has been disabled.
02:56
You may want to do this as well if you often work with very large assemblies. You may not want to wait for the cBOM to fully refresh.
03:08
When you checking out a CAD file or a drawing for an item, it downloads a copy of the file from the cloud to your local computer.
03:15
And it puts it into a read write state for editing.
03:18
A lock is placed on the item so that other users cannot check it out at the same time.
03:24
Other users are still able to download a copy of the files as they currently exist in Upchain.
03:32
Once the CAD file is opened in your CAD system, click the Refresh button,
03:36
and let's explore how you can tell files are checked out to you in the cBOM view.
03:47
Items checked out to you are shown with a green lock, beside them.
03:53
The tooltip indicates it is checked out to you.
03:56
If the drawing was checked out, that symbol is colored in green, and the text is green as well.
04:05
Any items that are checked out to other users are shown with a red lock, and a tooltip with the name of the person who has it checked out.
04:14
Because it's locked to somebody else, there is no option to check out that item.
04:18
Simply to open it in your CAD session.
04:25
You can now begin making changes to any of the files you have checked out.
04:32
It might be the case that you already have something downloaded and you now wish to make changes to it.
04:38
Luckily, you do not need to go back to the Project BOM to redownload everything.
04:43
You can check out directly from the cBOM view.
04:46
Right click the item and select Check out.
04:50
You are also presented with additional checkboxes to select additional items to check out at the same time.
04:60
Select the Check out button.
05:03
Monitor the progress in the status bar.
05:10
You can also check out items individually from the item view.
05:15
Click the Check out button in the top right corner. Monitor the progress in the status bar.
05:26
As you are working on your CAD files and drawings, the changes you're making are only saved into your Home Folder.
05:37
Locally on your computer.
05:39
Other users are unable to see the changes you make unless you commit those changes back into Upchain.
05:44
There are two ways to do this. Save and Check in.
05:53
The save process takes a copy of the files you have saved in your Home Folder and uploads them into Upchain.
06:00
This creates a new version of the file so that it does not overwrite any previous versions.
06:05
At the end of the Save process,
06:07
the Check out lock remains on the item so that you retain control of the item and can continue working on it if necessary.
06:14
Other users are now able to download the version you just uploaded.
06:20
Before saving an item into Upchain, make sure it is saved locally, then click the Refresh button in the cBOM view.
06:26
This ensures the cBOM has the most recent information.
06:33
Select the Item. Notice that it is currently at version 1.
06:37
To save it, right click, and select Save. The save process begins.
06:43
Note that any child items of the item you saved will also be saved in if changes were made to them.
06:54
Now the item is at version 2.
06:56
You should use save regularly throughout the day so that changes are frequently committed into Upchain.
07:02
This is useful for other users who may be monitoring the progress,
07:06
and ensures you do not lose much work in case something happens to the files on your local computer.
07:13
The Check in process takes a copy of the files you have saved in your Home Folder and upload them into Upchain.
07:21
It also creates a new version of the file so that it does not overwrite any previous versions.
07:28
At the end of the check in process, the lock is removed from the item, and other users are now able to download and check it out if desired.
07:40
Again, before saving or checking in, you should ensure your models are rebuilt, saved locally,
07:47
and then Refresh the cBOM view so that it is displaying the most recent information.
07:59
To check in, right click the item, notice here we’re at version 6, right click the item, select Check in.
08:10
Because the drawing was also checked out, it is checked in along with its model, so it's just updating it here.
08:20
And again, monitor the status bar to monitor the progress of the check in.
08:37
You should use check in once your finished working on the item or don't intend on working on it again for some time.
08:43
This allows other users to view the latest information you have committed,
08:46
and means you're not keeping a lengthy list of locked objects unnecessarily.
08:54
If you have checked out an item by accident, you can always cancel the check out.
08:59
You can do this from several locations, the cBOM view, the Project BOM
09:10
and from My Workspace in the My Locked Object section. In all sections, you would right click the item to cancel its checkout.
09:20
Let's do this from the cBOM view.
09:30
To cancel a check out, you have two options.
09:35
If you choose Cancel check out, this is only going to remove the check out lock on that selected item and no others.
09:47
If you choose Cancel all checkouts, this will cancel the checkout on that item as well as any child items that are also checked out.
09:55
You are presented with a warning message to confirm you wish to do this.
10:04
From My Workspace, there is an additional option to clear all,
10:08
and this will remove the check out log from all items in this section across all projects.
10:16
When canceling a check out, nothing is uploaded back into Upchain, no new file versions are created.
10:23
The CAD files in your Home Folder are returned to a read only state and the checkout lock is also removed from the item.
10:32
No other users would be able to see anything that you were working on locally, they would see no change.
10:44
Continue working through the mechanical CAD courses to learn more.
Video transcript
00:04
In this video, we'll show you how to edit a CAD file and drawing and how you can commit your changes back into Upchain.
00:10
As a CAD user, this is the task that you'll perform most frequently, and is the key to being able to manage your CAD data and drawings in Upchain.
00:18
So, let's take a look. The Project BOM is the primary location where you'll find all items that are currently associated with the project.
00:27
If the item has a CAD file, you'll see it in the lower pane. And the Documents tab.
00:37
If the item also has a drawing, the drawing symbol is colored in dark and it is listed in the Documents tab.
00:48
If you wish to make a change to the CAD file or drawing, you must check it out.
00:52
To check out a CAD file, right click the item, select Check out. The Check out window opens.
01:01
In this window, you choose what version of the parent assembly and its children you wish to download and check out.
01:08
This always defaults to the latest version of everything.
01:14
However, you can choose an earlier version of the parent assembly right here,
01:21
and modify the versions of the child components using these filters right here.
01:28
More information on these filters can be found in our help center and linked at the end of this course.
01:35
In the left column, you can select which files in addition to the parent file you wish to check out.
01:42
All files will be downloaded within this assembly but only those that are selected and checked off will be checked out.
01:52
In the second column, select whether you wish to check out any accompanying drawings if they exist.
01:59
You can right click these column headings to select all or select by status.
02:05
Once you have everything configured to your liking, click the Download button.
02:11
You can monitor the progress of the download in the Progress column.
02:20
Once the download is complete, the Open model button is enabled to open the model into your CAD session.
02:27
If you also checked out the drawing, the Open drawing button is also enabled.
02:32
Click the Open model button.
02:39
The Assembly is opened into your CAD session and it automatically switches to the cBOM view in the Plugin.
02:46
Noticed, however, it did not automatically refresh.
02:50
This is because the setting to Auto refresh after download has been disabled.
02:56
You may want to do this as well if you often work with very large assemblies. You may not want to wait for the cBOM to fully refresh.
03:08
When you checking out a CAD file or a drawing for an item, it downloads a copy of the file from the cloud to your local computer.
03:15
And it puts it into a read write state for editing.
03:18
A lock is placed on the item so that other users cannot check it out at the same time.
03:24
Other users are still able to download a copy of the files as they currently exist in Upchain.
03:32
Once the CAD file is opened in your CAD system, click the Refresh button,
03:36
and let's explore how you can tell files are checked out to you in the cBOM view.
03:47
Items checked out to you are shown with a green lock, beside them.
03:53
The tooltip indicates it is checked out to you.
03:56
If the drawing was checked out, that symbol is colored in green, and the text is green as well.
04:05
Any items that are checked out to other users are shown with a red lock, and a tooltip with the name of the person who has it checked out.
04:14
Because it's locked to somebody else, there is no option to check out that item.
04:18
Simply to open it in your CAD session.
04:25
You can now begin making changes to any of the files you have checked out.
04:32
It might be the case that you already have something downloaded and you now wish to make changes to it.
04:38
Luckily, you do not need to go back to the Project BOM to redownload everything.
04:43
You can check out directly from the cBOM view.
04:46
Right click the item and select Check out.
04:50
You are also presented with additional checkboxes to select additional items to check out at the same time.
04:60
Select the Check out button.
05:03
Monitor the progress in the status bar.
05:10
You can also check out items individually from the item view.
05:15
Click the Check out button in the top right corner. Monitor the progress in the status bar.
05:26
As you are working on your CAD files and drawings, the changes you're making are only saved into your Home Folder.
05:37
Locally on your computer.
05:39
Other users are unable to see the changes you make unless you commit those changes back into Upchain.
05:44
There are two ways to do this. Save and Check in.
05:53
The save process takes a copy of the files you have saved in your Home Folder and uploads them into Upchain.
06:00
This creates a new version of the file so that it does not overwrite any previous versions.
06:05
At the end of the Save process,
06:07
the Check out lock remains on the item so that you retain control of the item and can continue working on it if necessary.
06:14
Other users are now able to download the version you just uploaded.
06:20
Before saving an item into Upchain, make sure it is saved locally, then click the Refresh button in the cBOM view.
06:26
This ensures the cBOM has the most recent information.
06:33
Select the Item. Notice that it is currently at version 1.
06:37
To save it, right click, and select Save. The save process begins.
06:43
Note that any child items of the item you saved will also be saved in if changes were made to them.
06:54
Now the item is at version 2.
06:56
You should use save regularly throughout the day so that changes are frequently committed into Upchain.
07:02
This is useful for other users who may be monitoring the progress,
07:06
and ensures you do not lose much work in case something happens to the files on your local computer.
07:13
The Check in process takes a copy of the files you have saved in your Home Folder and upload them into Upchain.
07:21
It also creates a new version of the file so that it does not overwrite any previous versions.
07:28
At the end of the check in process, the lock is removed from the item, and other users are now able to download and check it out if desired.
07:40
Again, before saving or checking in, you should ensure your models are rebuilt, saved locally,
07:47
and then Refresh the cBOM view so that it is displaying the most recent information.
07:59
To check in, right click the item, notice here we’re at version 6, right click the item, select Check in.
08:10
Because the drawing was also checked out, it is checked in along with its model, so it's just updating it here.
08:20
And again, monitor the status bar to monitor the progress of the check in.
08:37
You should use check in once your finished working on the item or don't intend on working on it again for some time.
08:43
This allows other users to view the latest information you have committed,
08:46
and means you're not keeping a lengthy list of locked objects unnecessarily.
08:54
If you have checked out an item by accident, you can always cancel the check out.
08:59
You can do this from several locations, the cBOM view, the Project BOM
09:10
and from My Workspace in the My Locked Object section. In all sections, you would right click the item to cancel its checkout.
09:20
Let's do this from the cBOM view.
09:30
To cancel a check out, you have two options.
09:35
If you choose Cancel check out, this is only going to remove the check out lock on that selected item and no others.
09:47
If you choose Cancel all checkouts, this will cancel the checkout on that item as well as any child items that are also checked out.
09:55
You are presented with a warning message to confirm you wish to do this.
10:04
From My Workspace, there is an additional option to clear all,
10:08
and this will remove the check out log from all items in this section across all projects.
10:16
When canceling a check out, nothing is uploaded back into Upchain, no new file versions are created.
10:23
The CAD files in your Home Folder are returned to a read only state and the checkout lock is also removed from the item.
10:32
No other users would be able to see anything that you were working on locally, they would see no change.
10:44
Continue working through the mechanical CAD courses to learn more.
In this video, we review how to edit an item’s attributes from the CAD plugin. As a CAD user, this is an important part of working with items as the attributes describe the item more completely so that your teammates and downstream users fully understand what they’re looking at and working with.
Transcript
00:04
In this video, we'll show you how to edit an item's attributes in the CAD plugin.
00:08
As a CAD user, this is an important part of working with items, as the attributes describe the item more completely so that your teammates,
00:15
and downstream users fully understand what they're looking at and working with.
00:20
So, let's take a look.
00:24
In Upchain, there are two types of Attributes, Item Attributes, and eBOM Attributes.
00:30
Item attributes describe the item directly and stay with the item regardless of where it is used in Upchain.
00:37
For example, if the material of an item is set to Carbon Fiber, then everywhere it is used will show that its material is Carbon Fiber.
00:51
eBOM Attributes on the other hand change depending on the eBOM the item belongs to.
00:57
The eBOM attributes are saved at the parent item level.
01:03
The eBOM attributes that are in Upchain for you to configure are Quantity.
01:10
The eBOM quantity that may be different to the cBOM quantity. It can also be a decimal number.
01:18
Spare parts required. This labels the item as requiring spare parts in this assembly.
01:23
This should not be confused with the recommended spare, which is an item attributes.
01:28
Recommended spare is shown here as a reference, as a guide. This attribute helps drive the structure of the service Bill of Materials.
01:39
Product Contact or Wear Part.
01:41
This helps to label items that may require spares as well.
01:49
Material Traceability Report required.
01:52
This is a way to label an item as requiring this particular report in this assembly so that other users can follow-up with this later.
02:02
Certificate of Compliance required is also very similar.
02:06
The Approval attributes allows you to mark something as requiring additional approval steps in a change request, for instance.
02:17
And Reference Only. This marks the item as part of the eBOM as a reference, but excludes it from a change notice.
02:36
For example, if an item requires spare parts in one assembly, it may not require that in other assemblies, depending on its use.
02:44
So, the item, if it's used in multiple places, may have different evolve attributes in each one.
02:53
To be able to set item attributes, the item must be checked out to you.
02:57
You can either set the attributes in the lower pane of the cBOM or eBOM views or in the item view.
03:03
You may find this easier as the item view is a much larger window.
03:10
To change an item's attributes, the item must be checked out.
03:22
Now, configure the attributes to your liking. Some require typing, others are drop down menus.
03:33
As you change an item's attributes, you'll notice the recent attribute changes window opens and shows you what has changed for that item.
03:42
Before the attribute is committed into Upchain, the text shows green.
03:47
And then as soon as it has been committed, the text turns black, and the attribute has been committed into Upchain.
03:54
This happens on a cycle of about 10 or so seconds.
03:59
The purpose of this window is to confirm that the changes you are making are being read and committed into Upchain.
04:05
You do not need to wait for the text to turn black before moving on to a different attribute or a different item altogether.
04:25
The attributes available for editing will depend on whether it has any sort of CAD Mapping.
04:35
Once you have made your attribute changes,
04:38
you should save or check in the item so that it updates the custom properties of the CAD files where relevant.
04:44
This is not always the case for all attributes or all CAD systems, and you should discuss with your team,
04:50
and tenant administrator, whether there are specific CAD attributes mapping to be aware of.
05:04
Because eBOM attributes are written at the immediate parent item level.
05:08
This is the only item that needs to be checked out to make eBOM attributes changes.
05:19
To set eBOM attributes, check out the Assembly, then in the item view, scroll down and locate the eBOM attributes section.
05:31
Click the Expand window button.
05:35
The eBOM attributes window opens.
05:39
The Quantity here is the eBOM quantity and can be different to the cBOM quantity.
05:43
However, remember that this is meant to be the exact number you would need to build the perfect product,
05:49
and should not take into account any additional Spare parts that may be required.
05:57
The spare attributes is one that can exist in three different states.
06:02
True, as a check mark, false, as a blank box, or unknown with the dark black square.
06:14
When setting this value, consider whether the item already has recommended spare and whether the item will require spares in this particular assembly.
06:22
All the rest are a simple true, false setting.
06:26
So, tick the box as desired, and then click the Save button in the bottom right corner.
06:36
Categorization is a special type of item attribute that works like a label or additional descriptor on an item.
06:42
For example, you might use categorization as a way to label your stock items and how they are further subdivided.
06:50
Categorization also has further attributes on those categories to help you be as precise as needed.
06:58
Categorization does not need to be applied to all items, only those where the categorization is relevant.
07:04
They are searchable values, and your organization can build workflows that incorporate them as well.
07:10
Categorization must be configured by your tenant administrator,
07:14
and should be set up in the early stages of your use of Upchain so that you can apply them to new items as they are created, where required.
07:26
While setting these attributes is a simple process, it is important that you keep on top of this information as you create and modify items.
07:33
By doing so, you'll save yourself and your team a lot of hassle later on.
Video transcript
00:04
In this video, we'll show you how to edit an item's attributes in the CAD plugin.
00:08
As a CAD user, this is an important part of working with items, as the attributes describe the item more completely so that your teammates,
00:15
and downstream users fully understand what they're looking at and working with.
00:20
So, let's take a look.
00:24
In Upchain, there are two types of Attributes, Item Attributes, and eBOM Attributes.
00:30
Item attributes describe the item directly and stay with the item regardless of where it is used in Upchain.
00:37
For example, if the material of an item is set to Carbon Fiber, then everywhere it is used will show that its material is Carbon Fiber.
00:51
eBOM Attributes on the other hand change depending on the eBOM the item belongs to.
00:57
The eBOM attributes are saved at the parent item level.
01:03
The eBOM attributes that are in Upchain for you to configure are Quantity.
01:10
The eBOM quantity that may be different to the cBOM quantity. It can also be a decimal number.
01:18
Spare parts required. This labels the item as requiring spare parts in this assembly.
01:23
This should not be confused with the recommended spare, which is an item attributes.
01:28
Recommended spare is shown here as a reference, as a guide. This attribute helps drive the structure of the service Bill of Materials.
01:39
Product Contact or Wear Part.
01:41
This helps to label items that may require spares as well.
01:49
Material Traceability Report required.
01:52
This is a way to label an item as requiring this particular report in this assembly so that other users can follow-up with this later.
02:02
Certificate of Compliance required is also very similar.
02:06
The Approval attributes allows you to mark something as requiring additional approval steps in a change request, for instance.
02:17
And Reference Only. This marks the item as part of the eBOM as a reference, but excludes it from a change notice.
02:36
For example, if an item requires spare parts in one assembly, it may not require that in other assemblies, depending on its use.
02:44
So, the item, if it's used in multiple places, may have different evolve attributes in each one.
02:53
To be able to set item attributes, the item must be checked out to you.
02:57
You can either set the attributes in the lower pane of the cBOM or eBOM views or in the item view.
03:03
You may find this easier as the item view is a much larger window.
03:10
To change an item's attributes, the item must be checked out.
03:22
Now, configure the attributes to your liking. Some require typing, others are drop down menus.
03:33
As you change an item's attributes, you'll notice the recent attribute changes window opens and shows you what has changed for that item.
03:42
Before the attribute is committed into Upchain, the text shows green.
03:47
And then as soon as it has been committed, the text turns black, and the attribute has been committed into Upchain.
03:54
This happens on a cycle of about 10 or so seconds.
03:59
The purpose of this window is to confirm that the changes you are making are being read and committed into Upchain.
04:05
You do not need to wait for the text to turn black before moving on to a different attribute or a different item altogether.
04:25
The attributes available for editing will depend on whether it has any sort of CAD Mapping.
04:35
Once you have made your attribute changes,
04:38
you should save or check in the item so that it updates the custom properties of the CAD files where relevant.
04:44
This is not always the case for all attributes or all CAD systems, and you should discuss with your team,
04:50
and tenant administrator, whether there are specific CAD attributes mapping to be aware of.
05:04
Because eBOM attributes are written at the immediate parent item level.
05:08
This is the only item that needs to be checked out to make eBOM attributes changes.
05:19
To set eBOM attributes, check out the Assembly, then in the item view, scroll down and locate the eBOM attributes section.
05:31
Click the Expand window button.
05:35
The eBOM attributes window opens.
05:39
The Quantity here is the eBOM quantity and can be different to the cBOM quantity.
05:43
However, remember that this is meant to be the exact number you would need to build the perfect product,
05:49
and should not take into account any additional Spare parts that may be required.
05:57
The spare attributes is one that can exist in three different states.
06:02
True, as a check mark, false, as a blank box, or unknown with the dark black square.
06:14
When setting this value, consider whether the item already has recommended spare and whether the item will require spares in this particular assembly.
06:22
All the rest are a simple true, false setting.
06:26
So, tick the box as desired, and then click the Save button in the bottom right corner.
06:36
Categorization is a special type of item attribute that works like a label or additional descriptor on an item.
06:42
For example, you might use categorization as a way to label your stock items and how they are further subdivided.
06:50
Categorization also has further attributes on those categories to help you be as precise as needed.
06:58
Categorization does not need to be applied to all items, only those where the categorization is relevant.
07:04
They are searchable values, and your organization can build workflows that incorporate them as well.
07:10
Categorization must be configured by your tenant administrator,
07:14
and should be set up in the early stages of your use of Upchain so that you can apply them to new items as they are created, where required.
07:26
While setting these attributes is a simple process, it is important that you keep on top of this information as you create and modify items.
07:33
By doing so, you'll save yourself and your team a lot of hassle later on.
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