Configuring 3DLive for Compliance

You can set up and configure 3DLive for use with Materials Compliance Management.

A Materials Compliance Management user can access the 3DLive client to view compliance information on an Engineering BOM Management part. Compliance values for parts are color-coded for easy identification.

For information about setting up and configuring 3DLive see the ENOVIA V6 CBP Connector guide.

This task shows you how to:

3DLive Setup

This section describes how to enable 3DLive for use with Materials Compliance Management.

  1. Copy client resource files to the appropriate 3DLive resource folder.

    Copy the file CATPLMCompassCustomizationOfQuadrants.CATRsc to the folder <3DLive_Install_Location>\intel_a\resources\plmcompass\MX1. The subfolders plmcompass\MX1 will need to be created manually if they do not already exist.

    Copy the file Attributes_For_Rules.CATRsc to the <3DLive_Install_Location>\intel_a\resources\msgcatalog folder.

    Copy all of the rules files (*_Shading.CATRule and *_Label.CATRule) to the <3DLive_Install_Location>\intel_a\resources\knowledge\scripts folder.

  2. Make any necessary modifications to the resource files. See 3DLive Customization.

    The following Materials Compliance Management modules must be installed to support the corresponding 3DLive compliance type on the compass compliance definition menu item.

    RoHS data management options:

    • EU RoHS
    • JIG 2.0
    • JIG A
    • JIG A (101A)
    • JIG B
    • California RoHS
    • China RoHS

    ELV data management options:

    • ELV
    • GADSL (Prohibited)
    • GADSL (Declarable)

    Packaging data management options:

    • EU Packaging
    • US Packaging

    REACH data management option:

    • EU REACH
  3. Run the 3DLive custom generator program. Make sure the Materials Compliance Management server is running before running this program.

    The program is named 3DliveCustoGenerator.exe and is located in the <3DLive_Install_Location>\intel_a\code\bin folder.

    For example:

    3DliveCustoGenerator.exe -s http://localhost:8180/ematrix -d MatrixOne -r MX1 
-u "Test Everything" -p 1234 -overwrite -i "C:\Program Files\Dassault Systemes\B210D39\intel_a"

    In the example above, modify the following: server location, server user/password, and 3DLive installation location.

  4. Validate the compass customizations.
    1. Start up 3DLive, connecting to your Materials Compliance Managementserver.
    2. If there is at least one Engineering BOM Management part in the database, search for a part via the toolbars PLM Access > Advanced Search.
    3. Double-click on a part to have it displayed on the carousel. Select from the toolbar View > Check Compass Customization. In the Compass Checker window look under the east analysis section. You should see all of the customizations defined in the file CATPLMCompassCustomizationOfQuadrants.CATRsc. In the east, there should be no syntax error messages, only "Rule syntax valid" messages.

      Note: You can ignore the "Number of errors found" if equal to 3 since an error is counted when the north, south, and west have no customizations, which is normal when the compass is used for compliance.

    4. If there are no errors, click on the east in the compass.
    5. Click on the Standard: Relations - Links text to the right of the compass. The defined compliance definitions should appear in the drop-down.
    6. Select a compliance definition. The compliance legend should be displayed.
    7. Select the part on the carousel. The text label for that part should be displayed.

    Note: Modifications made to any of the client resource files will not take effect until the next restart of the 3DLive client.

    Note: The 3DLive client does not know whether the displayed parts require roll-up or not. The user must check Materials Compliance Management functionality to know whether the parts have been rolled-up on the server. Note that the displayed compliance data for parts will be current only as of the last part search or refresh.

3DLive Customization

You can customize the east quadrant of the navigation compass in 3DLive.

3DLive customized client resource files that display compliance information are available in the <enovia_install>\server\Apps\MaterialsComplianceCentral\V6R2012\Modules\ENOMaterialsComplianceBase\3DLiveIntegration directory.

The following resource files can be customized. After customizations are made, you must run the 3DLive custom generator program and validate the customization as described in 3DLive Setup.

To customize the east of the 3DLive navigator compass for compliance, you work with the CATPLMCompassCustomizationOfQuadrants.CATRsc file which is found in the <3DLive_Install_Location>\intel_a\resources\plmcompass\MX1 folder. By default, the file adds compass menu items for each of the Materials Compliance Management supported compliance definitions. It describes the menu items, order, text, display legend, and corresponding rules files for each of the supported compliance definitions. The user will need to modify this file to remove unwanted menu items and alter display text and compliance colors if desired.

The rules files below are referenced by the compass customization file CATPLMCompassCustomizationOfQuadrants.CATRsc. They describe the compliance color shading to apply to part images for that compliance definition, for example, shade red for non-compliance parts. Users may modify these files to alter colors:

  • Calif_RoHS_Shading.CATRule
  • China_RoHS_Shading.CATRule
  • ELV_Shading.CATRule
  • EU_Packaging_Shading.CATRule
  • EU_REACH_Shading.CATRule
  • EU_RoHS_Shading.CATRule
  • GADSL_Declarable_Shading.CATRule
  • GADSL_Prohibited_Shading.CATRule
  • JIG2_0_Shading.CATRule
  • JIG_A_101A_Shading.CATRule
  • JIG_A_Shading.CATRule
  • JIG_B_Shading.CATRule
  • US_Packaging_Shading.CATRule

The rules files listed below describe the text to be displayed next to a selected part image in the navigator. By default, the part name, selected compliance definition, and compliance value are displayed. The user may modify these files to alter the display text.

  • Calif_RoHS_Label.CATRule
  • China_RoHS_Label.CATRule
  • ELV_Label.CATRule
  • EU_Packaging_Label.CATRule
  • EU_REACH_Label.CATRule
  • EU_RoHS_Label.CATRule
  • GADSL_Declarable_Label.CATRule
  • GADSL_Prohibited_Label.CATRule
  • JIG2_0_Label.CATRule
  • JIG_A_101A_Label.CATRule
  • JIG_A_Label.CATRule
  • JIG_B_Label.CATRule
  • US_Packaging_Label.CATRule

Note: The Attributes_For_Rules.CATRsc file describes the compliance attributes that are required by the compliance rules files. Do not modify this file.