Using the Item Manager

You can browse and navigate all instances of a component in a design, view 3DEXPERIENCE status for individual instances, replace by revisions, and update or replace selected components with current 3DEXPERIENCE information using the Item Manager. .

This task shows you how to:

See Also
Saving to 3DEXPERIENCE

View Components

You can browse and navigate all instances and their components of a design.

  1. Right-click a design and select More > 3DEXPERIENCE Item Manager.
  2. The Item Manager dialog box contains the following information for each instance:

    Column Name Description
    Update Select instances to update.
    Note: In the OLB or non-CIS mode, all instances sharing a component reference designator are marked for update. In the CIS mode, the symbol is marked for update.
    Design Status Displays whether the current design is up to date or not with reference to the design in 3DEXPERIENCE.
    RefDes Displays the reference designator name for the instance.
    Schematic Displays the name of the schematic associated with the instance.
    Footprint Displays the name of the current footprint associated with the instance.
    Name Displays the name of the instance as stored in 3DEXPERIENCE.
    Revision Displays the revision of the instance in 3DEXPERIENCE.
    Title Displays the title of the design in 3DEXPERIENCE.
    State Displays the current state the design is in the object lifecycle.
    Footprints Displays the footprints associated with the design in 3DEXPERIENCE.
    Name (new) Displays the name of the updated instance.
    Revision (new) Displays the revision of the updated instance.
    Title (new) Displays the title of the updated instance.
    Footprint (new) Displays the footprints associated with the updated design.

  3. Right-click an instance and the following options are displayed:

    Option Description
    Automatch Opens the Automatch dialog box where you can specify the matching criteria and the maturity state. For more information, see
    Search Opens the search dialog box to search for instances.
    Search for Select a value, the name of an assigned EPC, or the title of an assigned EPC if available to search as per the selected option.
    Choose Footprint Opens the list of all available footprints where you can select another footprint for all instances. For more details, see
    Mark for update Marks the selected instance for update. All other instances that share the component are also marked for update.
    Unmark for update Unmark instances marked for update.
    Replace by revision Opens the Revision dialog box that lists all revisions of the EPC of the selected instances. For more details, see <>.
    Replace with latest revision Assigns the latest revision of the EPC that is assigned to each individual selected instance.
    Select All Select all listed instances.
    Unselect all Clear all selections.
    Invert selection Invert the current selection.
    Copy Copies the values of the selected rows to the clipboard.

  4. Click Apply to update all instances with the symbols or components from the assigned EPCs and EPC revisions. The assigned EPCs and EPC revisions are downloaded to the cache library or the offline library depending on the mode.

  • In the non-CIS mode, all assigned EPCs, EPC revisions, their components, and footprints are downloaded to the cache library. The non-CIS mode assigns one symbol to each component and identifies each component symbol by its 3DEXPERIENCE title. All components are organized as component symbols.
  • In the CIS mode, all assigned EPCs and EPC revisions and their components and footprints are downloaded to the offline library.
  • Instances are replaced with new package, retains rotation/mirror/origin, reference designator, and updates effective properties.
  • Updates the design cache.
  • Selecting a symbol instance from symbol instances of the same component replacing the design cache entry referenced by the instance being replaced, automatically reassigns all instances referring to the design cache entry to the new instance.
  • Selecting a symbol instance from multiple instances of the same component that is not in the design cache, the new symbol instance is replaced with the new component symbol and is added to the design cache.

Assign a New Footprint

You can assign a footprint as the new footprint for all instances.

Before you begin: This option is available only if an instance with an EPC assigned has more than one footprint assigned to it. If multiple instances are selected, this option is available only if all selected instances have the same component assigned, and the component has more than one footprint.
  1. Right-click an instance and select Choose footprint.
  2. In the Footprint dialog box, select the required footprint and click OK.

The selected footprint is marked as the new footprint for all instances. The new footprint is also specified as the footprint for instances that are not selected, but is a part of the multipart component that is a part of the selection.

Replace by Revision

You can replace instances by another revision of the instance.

Before you begin: This option is available only if,
  • One or more instances are selected.
  • All selected instances have the same EPC assigned.
  • All selected instances have an existing EPC assigned.
  1. Right-click an instance and select Replace by revision.
    The Revision dialog box lists all revisions of the EPC of the selected instances.
  2. Select a revision and click OK.

The revision is assigned to all selected instances. All instances sharing the reference designator and also the same component symbol in OLB mode or symbol in CIS mode are also marked for update.