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Practices for Lesson 4:

Workspaces
Overview

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Practices for Lesson 4
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The Job Title [list@YourCompany.com?Subject=Practices for Lesson 4: Workspaces:
EDAG0004.docx] is responsible for ensuring this document is necessary, reflects actual
practice, and supports corporate policy.

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Demonstration 4-1: Navigate in the Configurator Models Work Area
and Add a Model to a New Workspace
Overview
This demonstration shows the fundamentals of:
 Navigating within Configurator Models work area
 Creating a workspace and adding models to the workspace

User Login: scm00.instructor

Summary of Tasks
 Sign In and Navigate to the Configurator Models Work Area
 Manage Snapshots
 Manage Models
 Manage Workspaces
 Add a Model to a Workspace

Steps

Sign In and Navigate to the Configurator Models Work Area


1. In the Navigator, under Product Management, find Configurator Models.
2. Click the Configurator Models icon

3. You are now on the Configurator Modeling Overview page, where you see a table that can
contain a list of workspaces.

4. If the user ID that you logged in as has not created any workspaces yet, then you will see
that the table is empty. You can then change the View filter to All Workspaces instead of the
default, My Workspaces, to see workspaces that were created by other users.
5. On the Configurator Models Overview page, click the Tasks panel tab.

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Manage Snapshots
6. In the Tasks panel, click the Manage Snapshots task.
7. The task should open up a new dynamic tab, with the ability to search for snapshots.
Instructor Note: The instructor can briefly describe here what the Fusion dynamic tab
model is: In a dynamic tabs work area, the landing page initially opens without tabs. Objects
can, but do not have to, open in a new tab. When a new tab opens, the content of the
landing page moves into a new Overview tab. Tabs appear only when there are at least two
tabs. When all other tabs have been closed, the Overview tab reverts to a landing page
without tabs.

8. In the Name field, enter: CAR%4DR%, then click the Search button. This search is intended
to find the Car model.
9. The snapshots search results table displays all the snapshots that match the search criteria,
along with other attributes of the snapshots, such as Status, Item Type, and Last Refresh
Date.

10. If the search for CAR%4DR% did not result in any matching snapshots of the model item,
that would indicate that the model item has not been imported to the Configurator Models
work area.
Instructor Note: The Car model provided in the training environment is not part of the usual
GSE data, and had to be added to it. The model should have been imported already,
before the class session, so that all further demonstrations and practices can proceed. If the
model does not appear on the Manage Snapshots page after the search, you must import
it now, following the document Course Preparation: Import Model Before Course Session.

Manage Models
11. In the Tasks panel, click the Manage Models task.
12. A new dynamic tab opens, containing a search panel for models.

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13. In the Name field, enter: CAR%4DR%SDN%, then click the Search button.

14. The search results display the models that match the criteria. The Versions table displays
the versions of the model selected in the search results. There should be at least one model
version, numbered 0.0 (zero), which was created automatically when then model was
imported. There may be other model versions, if the model has been added to any
workspaces since it was imported.

15. The Versions table provides links to navigate to the workspace that contains a specific
version of the model. You can also navigate directly to the model itself, by clicking the
Version name, which is a link.

Manage Workspaces
16. In the Tasks panel, click the Manage Workspaces task.
17. A new dynamic tab opens, containing a search panel for workspaces.
18. Different from what is seen on the Manage Models and Manage Snapshots pages, a Create
command for workspaces is available as a button and on the Actions menu. There is no
Create command for snapshots or models because while they can be imported from the
Product Information Management work area, they cannot be created in the Configurator
Models work area.

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19. Click the Create button.

20. In the Name field, enter: TRG_WS_INSTRUCTOR_n, where n is a unique number for the
workspace that you are creating. You may be creating more workspaces as you go along,
so ensure that each one has a unique number as a suffix.
21. In the Effective Start Date field, enter the date one month from today.
22. Important: Ensure that you do not click the Release button for any reason during the
course of this activity or in the future lessons, until instructed to do so, as this could affect
the entire training class.
23. Click Save and Close.
24. The workspace that you created is now displayed in the table of workspaces.

Add a Model to a Workspace


25. Click the link in the Name column with the name of the workspace that you created.
26. You will be navigated to a new dynamic tab for the workspace, which displays the
workspace attributes and any participants in the workspace.

27. Since this workspace was just created, the participant list is empty.

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28. Using the Select and Add action, models or snapshots can be added to the workspace.
Click Add Models.

29. You will be navigated to a Search and Add dialog box where you can search for models and
add them to your workspace

30. In the Name field, enter: CAR%4DR%, then click Search.


31. Select 4 Door Sedan from the search results, check the Include all referenced models
check box and click OK.

32. You might see a warning window that indicates that these models are present in other
workspaces. Click Yes on the warning dialog box to proceed.
33. The models are added to your workspace.

34. You have now created a workspace in the Configurator Models work area and added the
models that you will be working on.

Demonstration Complete
You have completed the demonstration of navigation in the Configurator Models work area, and
of creating a workspace and adding a model to the workspace.

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Practice 4-1: Create a Workspace and Add a Model to the Workspace

Browser requirement: Use Google Chrome version 42+ to complete all demonstrations and
practices in this training course.

Overview
After completing this activity you should be able to
 Navigate within Configurator Models work area
 Create a workspace and add models to the workspace

User Login: scmXX.student (XX is the student number assigned to you)

Summary of Tasks
 Sign In and Navigate to the Configurator Models work area
 Manage Workspaces
 Add a Model to a Workspace

Steps

Sign In and Navigate to the Configurator Models work area:


1. In the Navigator, under Product Management, find Configurator Models.
2. Click the Configurator Models icon

3. You are now on the Configurator Modeling Overview page, where you see a table that can
contain a list of workspaces.

4. If the user ID that you logged in as has not created any workspaces yet, then you will see
that the table is empty. You can then change the View filter to All Workspaces instead of the
default, My Workspaces, to see workspaces that were created by other users.
5. On the Configurator Models Overview page, click the Tasks panel tab.

Manage Workspaces
6. In the Tasks panel, click the Manage Workspaces task.
7. The task should open up a new dynamic tab, with the ability to search for workspaces.
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8. Different from what you saw demonstrated on the Manage Models and Manage Snapshots
pages, a Create command for workspaces is available as a button and on the Actions
menu. There is no Create command for snapshots or models because while they can be
imported from the Product Information Management work area, they cannot be created in
the Configurator Models work area.

9. Click the Create icon

10. In the Name field, enter: TRG_WS_XX_n, where XX is your student number and n is a
unique number for the workspace that you are creating. You will be creating more
workspaces as you go along, so ensure that each one has a unique number as a suffix.
11. In the Effective Start Date field, enter the date that is XX months plus one month from
today. That is, if your student number is 12, enter a date 13 months from today.
12. Important: Ensure that you do not click the Release button for any reason during the
course of this activity or in the future lessons, until instructed to do so, as this could affect
the entire training class.
13. Click Save and Close.
14. The workspace that you created is now displayed in the table of workspaces.

Add a Model to a Workspace


15. Click the link in the Name column with the name of the workspace that you created.
16. You will be navigated to a new dynamic tab for the workspace, which displays the
workspace attributes and any participants in the workspace.

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17. Since this workspace was just created, the participant list is empty.
18. Using the Select and Add action, models or snapshots can be added to the workspace.
Click Add Models.

19. You will be navigated to a Search and Add dialog box, where you can search for models
and add them to your workspace

20. In the Name field, enter: CAR%4DR%, then click Search.


 The model CAR4DRSDN (4 Door Sedan) should appear in the list of models to
select, because it was imported for this lesson.
21. Select 4 Door Sedan from the search results, check the Include all referenced models
check box and click OK.

22. You might see a warning window that indicates that these models are present in other
workspaces. Click Yes on the warning dialog box to proceed.
23. The models are added to your workspace.

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24. You have now created a workspace in the Configurator Models work area and added the
models that you will be working on in the subsequent practices.

Practice Complete
You have completed the practice for creating a workspace and adding a model to the
workspace.

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