xyz: teamcenter/nx-cam integration - siemens...

XYZ: Teamcenter/NX-CAM

Integration

Configuration Manual

Ulas Chypchar (PLM) Eric Attias (GSS) Jim Maynard (GTAC)

CORMER: TEAMCENTER/NX-CAM INTEGRATION

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OVERVIEW: This document is divided into three major sections: Section 1 contains detailed information on how to configure both Teamcenter and NX CAM to work in a mixed-managed mode, while Section 2 explains how to install and configure IS&V, and Section 3 covers how to create custom IS&V Setup Parts in Teamcenter. The current Teamcenter/NX CAM configuration at XYZ is what is referred to as a mixed-managed mode. In this mode, the CAM data (MENCMachining objects), the part files (Items), CAM template parts, ISV simulation models, ISV setup files and posted output files are managed by Teamcenter, while the tooling libraries and post processors reside on the operating system.

NOTE: Tooling libraries can only be managed in Teamcenter via the MRL (Manufacturing Resource

Library) module.

SECTION 1: HOW TO SETUP FOR MIXED-MANAGED MODE

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INTRODUCTION: This particular configuration requires the following steps:

A. Setting up the correct environmental variables on the Teamcenter server

B. Importing current NX 7.5 CAM templates into Teamcenter (via tcin_cam_template_setup.bat)

C. Editing ugii_env_ug.dat

D. Copying the nxdm_ugs_manufacturing_templates.pax file

E. Editing the nxdm_ugs_manufacturing_templates_mixed.pax file

F. Copying the cam_part_planner_library.dat file

G. Editing the cam_part_planner_library_mixed.dat file

H. Copying the cam_teamcenter_general.opt file

I. Editing the cam_teamcenter_general_mixed.opt file

J. Registering the new CAM templates in Teamcenter

K. Adding root_activity to MEOP_DefaultChildProperties

SPECIAL NOTE: The OOTB installation of Teamcenter does include CAM templates, but these happen to

be from NX2. As such, these template parts must be updated to the current version of NX being used by

the customer, which is done by running the tcin_cam_template_setup.bat script.

Although this document refers to NX7.5, these installation steps are valid for any version of NX from 7.5

onward.


A. SETTING UP ENVIRONMENTAL VARIABLES ON THE TEAMCENTER SERVER

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Before running the script for importing the NX CAM templates, you must verify/set the following environment variables on the TC (Teamcenter) server - the TC server must be able to resolve these paths:

FMS_HOME

UGII_BASE_DIR

UGII_ROOT_DIR

UGII_TMP_DIR

Start a TC command prompt and type: set - This will echo back all system env vars.

i. Make sure that UGII_BASE_DIR resolves to the correct path of the current NX installation (e.g., C:\Program Files\Siemens\NX75).

ii. Make sure that UGII_ROOT_DIR resolves to the correct path of the current NX installation (e.g., C:\Program Files\Siemens\NX75\UGII\ ).

iii. As UGII_TMP_DIR is not a standard NX variable, you will have to create this folder

somewhere that the TC server can resolve to (i.e., reach or see) and then set this variable on the server.

NOTE:

If the path name of the UGII_BASE_DIR contains a space, you will need to convert it to 8.3 format. (This has been fixed in NX8 - reference PR6474808).

You can get the 8.3 format in a Command Prompt by cd'ing to the directory above the folder that has the space and entering: dir/x

So if the path is U:\CAM apps\UGS\NX 7.5\UGII change the directory to U:\CAM apps\UGS and then in the Command Prompt type: dir/x and it will return with: NX7~1.5

This is the syntax you will need to use when defining the UGII_BASE_DIR and UGII_ROOT_DIR variables. This needs to be done for each folder that has a space in the path name for each of these variables.

So in my example, the path for: U:\CAM apps\UGS\NX 7.5\UGII becomes:

U:\CAMAPP~1\UGS\NX7~1.5\UGII


B. IMPORTING CURRENT NX CAM TEMPLATES INTO TEAMCENTER

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File: tcin_cam_template_setup.bat

Location: <NX Installation folder>\UGII\templates\sample

The latest version of the NX CAM template files need to be imported into Teamcenter. This is done using the tcin_cam_template_setup.bat utility. Please note that this utility must be run on the Teamcenter server. This script imports the CAM templates found in the following directories into the Teamcenter database:

UGII_BASE_DIR\MACH\resource\template_part\english\

UGII_BASE_DIR\MACH\resource\template_part\metric\

The item ID of an imported template consists of the name of the template suffixed with _inch_NX? or

_metric_NX?, where ? is the release version of the NX installation. For example, the NX7.5 metric template MillTurn_Express.prt receives the item ID of MillTurn_Express_metric_NX75 when you import it into Teamcenter. Teamcenter imports the templates into a folder called NX? CAMSetup Templates, where ? indicates the NX release. For example, NX 7.5 templates would be organized under a folder called NX75

CAM Setup Templates:



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Before running the tcin_cam_template_setup.bat script, the setting: TC_Allow_Longer_ID_Name

must be enabled. Launch Teamcenter and select Edit Options Search TC_Allow_Longer_ID_Name and set this to true:



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Once you have set the necessary variables and created a folder for UGII_TMP_DIR, run the script from a Teamcenter command prompt using the following parameters: %UGII_ROOT_DIR%\templates\sample\tcin_cam_template_setup -u=username -p=password

The script first creates cloning log files in the UGII_TMP_DIR. It then executes the clone log files and imports the CAM template parts into Teamcenter. As the script is running, you will see messages echoed back, such as: **** Doing NXDM CAM inch template import: "C:\CAD\NX7.5\UGII\ug_clone.exe" -pim=yes -u=infodba -o=import -l="c:\Temp\2\nxdm_cam_template_import_inch.clone" ug_clone Starting

If the clone import is successful, you will see a new folder in Teamcenter containing all of the current CAM templates:



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SPECIAL NOTES:

If you do not have TC_Allow_Longer_ID_Name set to true, so that the datasets can have longer names, you will get an error message similar to this:

ERROR: <943004> - Input for part number was invalid. While loading logfile c:\Temp\2\nxdm_cam_template_import_inch.clone ***** ug_clone import operation failed:

Additionally, if you have naming rules in Teamcenter that block the CAM template naming convention, you may receive the following error on the first template part being imported:

ERROR <920007> - Teamcenter Error: Invalid Tag NULLTAG <in isValid <2>> - the requested object does not exist While performing import. This error occurred while operating on the part <current part name> You should check the state of the output part for problems before trying this operation again. ***** ug_clone import operation failed

e.g.


C. EDIT THE ugii_env_ug.dat FILE

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File: ugii_env_ug.dat

Location: <NX Installation folder>\UGII

Edit this file and search for the text: UGII_CAM_CONFIG You should find a line that reads either: UGII_CAM_CONFIG=${UGII_CAM_CONFIG_DIR}cam_general.dat or UGII_CAM_CONFIG=${UGII_CAM_CONFIG_DIR}cam_part_planner_library.dat

This NX environmental variable determines which mode NX will use when running under Teamcenter. For a mixed-managed mode, change this line to read: UGII_CAM_CONFIG=${UGII_CAM_CONFIG_DIR}cam_part_planner_library_mixed.dat

Make the necessary changes, save and close this file.


D. COPY THE nxdm_ugs_manufacturing_templates.pax FILE

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File: nxdm_ugs_manufacturing_templates.pax

Location: <NX Installation folder>\UGII\templates

This file controls the dialog options that the user sees when creating a new MENCMachining object:

Copy nxdm_ugs_manufacturing_templates.pax to: nxdm_ugs_manufacturing_templates_mixed.pax - This will make it easier to tell what configuration is being used.

NOTE:

If you do not want to use (or see) the default NX "Manufacturing" tab when creating a new CAM setup, rename the original file by changing its extension to something like: nxdm_ugs_manufacturing_templates_mixed.pax_ORIG


E. EDIT THE nxdm_ugs_manufacturing_templates_mixed.pax FILE

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Edit this new file (i.e., nxdm_ugs_manufacturing_templates_mixed.pax ) and change all

occurrences of:

cam_part_planner_library.dat to cam_part_planner_library_mixed.dat This edit should result in two lines being changed (original lines are highlighted in green, and the resulting changes are highlighted in yellow): ORIGINAL TEXT:

<PaletteEntry id="d1">

<References/>

<Presentation name="General Setup" description="NX CAM General Setup">

<PreviewImage type="UGPart" location="${UGII_CAM_TEMPLATE_PART_ENGLISH_DIR}mill_planar_assy.jpg"/>

</Presentation>

<ObjectData class="CamTemplate">

<Filename>@DB/mill_planar_assy_inch/A</Filename>

<Configuration>${UGII_CAM_CONFIG_DIR}cam_part_planner_library.dat</Configuration>

<LibraryClassPath>SETUP_TEMPLATE;GENERAL</LibraryClassPath>

<Units>English</Units>

<UsesMasterModel>Yes</UsesMasterModel>

<ItemType>MENCMachining</ItemType>

<RelationType>master</RelationType>

</ObjectData>

</PaletteEntry>


<References/>


<PreviewImage type="UGPart" location="${UGII_CAM_TEMPLATE_PART_METRIC_DIR}mill_planar_assy.jpg"/>

</Presentation>


<Filename>@DB/mill_planar_assy_metric/A</Filename>

<Configuration>${UGII_CAM_CONFIG_DIR}cam_part_planner_library.dat</Configuration>


<Units>Metric</Units>




</ObjectData>

</PaletteEntry>

CHANGED TEXT:


<References/>



</Presentation>


<Filename>@DB/mill_planar_assy_inch/A</Filename>

<Configuration>${UGII_CAM_CONFIG_DIR}cam_part_planner_library_mixed.dat</Configuration>






</ObjectData>

</PaletteEntry>



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<References/>



</Presentation>


<Filename>@DB/mill_planar_assy_metric/A</Filename>

<Configuration>${UGII_CAM_CONFIG_DIR}cam_part_planner_library_mixed.dat</Configuration>






</ObjectData>

</PaletteEntry>

Next, you must change the default template parts being referenced by these two entries to point to the newly imported NX 7.5 versions. To do this, change the template reference in palette d1 from:

mill_planar_assy_inch to mill_planar_assy_inch_NX75

...and the template reference in palette d2 from:

mill_planar_assy_metric to mill_planar_assy_metric_NX75

Once again, the lines to be changed are highlighted in green, and the changed lines are highlighted in yellow: ORIGINAL TEXT:


<References/>



</Presentation>


<Filename>@DB/mill_planar_assy_inch/A</Filename> <Configuration>${UGII_CAM_CONFIG_DIR}cam_part_planner_library_mixed.dat</Configuration>






</ObjectData>

</PaletteEntry>


<References/>



</Presentation>


<Filename>@DB/mill_planar_assy_metric/A</Filename> <Configuration>${UGII_CAM_CONFIG_DIR}cam_part_planner_library_mixed.dat</Configuration>






</ObjectData>

</PaletteEntry>



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CHANGED TEXT:


<References/>



</Presentation>


<Filename>@DB/mill_planar_assy_inch_NX75/A</Filename> <Configuration>${UGII_CAM_CONFIG_DIR}cam_part_planner_library_mixed.dat</Configuration>






</ObjectData>

</PaletteEntry>


<References/>



</Presentation>


<Filename>@DB/mill_planar_assy_metric_NX75/A</Filename> <Configuration>${UGII_CAM_CONFIG_DIR}cam_part_planner_library_mixed.dat</Configuration>






</ObjectData>

</PaletteEntry>

Save and close this file.



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ADDITIONAL NOTES:

There are a number of options presented by this pax file that are probably not used by XYZ, and can be deleted from this file. These are all of the palette entries starting from <PaletteEntry id="d3"> through to <PaletteEntry id="d12">. I have included a sample pax file with this document called nxdm_ugs_manufacturing_templates_ mixed_XYZ.pax where I have removed these extraneous entries, as well as customized the name of the manufacturing tab so that the resulting dialog looks like this:



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ADDITIONAL NOTES:

To use my customized pax file, simply copy it to the <NX Installation folder>\UGII\templates folder. If you edit nxdm_ugs_manufacturing_templates_mixed_XYZ.pax you will see that line 5 of

the file reads:

<Presentation name="Manufacturing Templates" bitmap="sheet_and_block.bmp"

FileNewTab="XYZ (Mixed) CAM" application="All" UsesMasterModel="Yes"

Environment="Managed"/>

In this case I changed the original entry for FileNewTab= from "Manufacturing" to "XYZ (Mixed) CAM" - this is what created the new tab option. Additionally, lines 10 and 27 were changed from the default value of:


to

<Presentation name="XYZ General Setup" description="XYZ Mixed-Mode

Manufacturing Setup"> This controls the name of the setup file as well as its description.


F. COPY THE cam_part_planner_library.dat FILE

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File: cam_part_planner_library.dat

Location: <NX Installation folder>\MACH\resource\configuration

This file determines which external CAM templates will be available to the user (after creating a new CAM setup) as well as controlling the different CAM-specific files that are used by NX. Copy cam_part_planner_library.dat to: cam_part_planner_library_mixed.dat (This new file is referenced by the nxdm_ugs_manufacturing_templates_mixed.pax file based on the edits we did in part E.)


G. EDIT THE cam_part_planner_library_mixed.dat FILE

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Change the first line in cam_part_planner_library_mixed.dat from: TEMPLATE_OPERATION,${UGII_CAM_TEMPLATE_SET_DIR}cam_teamcenter_general.opt

to

TEMPLATE_OPERATION,${UGII_CAM_TEMPLATE_SET_DIR}cam_teamcenter_general_mixed.opt

Next, search for the text: LIBRARY_TOOL Change this line from (please note that this is one single line): LIBRARY_TOOL,${UGII_CAM_LIBRARY_TOOL_INCLASS_DIR}dbc_inclass_tlas.def,${UGII_

CAM_LIBRARY_TOOL_INCLASS_DIR}dbc_inclass_tlas.tcl

to

LIBRARY_TOOL,${UGII_CAM_LIBRARY_TOOL_ASCII_DIR}dbc_tool_ascii.def,${UGII_CAM_

LIBRARY_TOOL_ASCII_DIR}dbc_tool_ascii.tcl

NOTE: The original entry for the LIBRARY_TOOL definition references the "old" Genius tooling library,

and if not changed as shown above, will cause errors whenever the user tries to create or get a tool from

the library. The change I have you make causes NX to use the standard, OS-based tooling library.

Save and close this file.


H. COPY THE cam_teamcenter_general.opt FILE

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File: cam_teamcenter_general.opt

Location: <NX Installation folder>\MACH\resource\template_set

This file determines what internal CAM templates will be listed/available whenever a user creates a new operation:

Copy cam_teamcenter_general.opt to: cam_teamcenter_general_mixed.opt This file is referenced by the changes we made to the cam_part_planner_library_mixed.dat file in part G.

The suffix "_inch_NX75/A" indicates that

these CAM templates are being managed

within Teamcenter.


I. EDIT THE cam_teamcenter_general_mixed.opt FILE

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Edit this new file (i.e., cam_teamcenter_general_mixed.opt) - its OOTB contents should look

something like this: @DB/mill_planar_inch/A

@DB/mill_contour_inch/A

@DB/drill_inch/A

@DB/turning_inch/A

@DB/solid_tool_inch/A

@DB/machining_knowledge_inch/A

@DB/mill_planar_metric/A

@DB/mill_contour_metric/A

@DB/drill_metric/A

@DB/turning_metric/A

@DB/solid_tool_metric/A

@DB/machining_knowledge_metric/A

This file is referencing the "old" templates that were originally installed in Teamcenter. You will now have to change these to reflect the names of the newly imported CAM templates (you will also see that this file references fewer templates than those installed). Shown here are all the necessary entries for the new NX7.5 CAM templates: @DB/mill_planar_inch_NX75/A

@DB/mill_contour_inch_NX75/A

@DB/mill_multi-axis_inch_NX75/A

@DB/mill_multi_blade_inch_NX75/A

@DB/drill_inch_NX75/A

@DB/hole_making_inch_NX75/A

@DB/turning_inch_NX75/A

@DB/wire_edm_inch_NX75/A

@DB/probing_inch_NX75/A

@DB/solid_tool_inch_NX75/A

@DB/machining_knowledge_inch_NX75/A

##

@DB/mill_planar_metric_NX75/A

@DB/mill_contour_metric_NX75/A

@DB/mill_multi-axis_metric_NX75/A

@DB/mill_multi_blade_metric_NX75/A

@DB/drill_metric_NX75/A

@DB/hole_making_metric_NX75/A

@DB/turning_metric_NX75/A

@DB/wire_edm_metric_NX75/A

@DB/probing_metric_NX75/A

@DB/solid_tool_metric_NX75/A

@DB/machining_knowledge_metric_NX75/A


I. EDIT THE cam_teamcenter_general_mixed.opt FILE

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You can choose to simply copy the sample cam_teamcenter_general_mixed.opt file that I

included with this document to the <NX Installation folder>\MACH\resource\template_set folder, and then remove any extraneous entries from it. Additionally, you will have to add any custom templates that you may have created to this file (check the NX75 CAM Setup Templates folder in Teamcenter for the exact names of these templates). Save and close this file.


J. REGISTERING THE NEW CAM TEMPLATES IN TEAMCENTER

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Object: UGCAMTemplateData

Location: CAM Setup Templates folder inside of Teamcenter

References: template_part_planner.dat

This file determines which CAM templates are available when a user starts manufacturing directly from an open part file.

Note:

The files we have configured so far control what happens when a user creates a manufacturing setup using File New. Our next step is to configure NX so that the new CAM templates are available when a user starts manufacturing directly from an open part file - this is called registering the templates.

In native NX, whenever you start manufacturing directly, while in a part file, you are presented with the following dialog:

In managed mode, the CAM Configuration dialog (above) is replaced by the Class Selection dialog, shown here on the left.



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The CAM template files displayed by the Library Class Selection dialog are controlled by

UGCAMTemplateData, which is a Teamcenter object. This object can be found in Teamcenter in a

folder called CAM Setup Templates. In turn, UGCAMTemplateData references a text file called

template_part_planner.dat:

To edit this file, double-click on the UGCAMTemplateData object - this will automatically edit the

referenced template_part_planner.dat file using Notepad:



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The structure of the template_part_planner.dat file referenced by the UGCAMTemplateData object

consists of rows of data, where each row defines which CAM templates are associated with a specific

Library Class.

Each row of data consists of seven fields, separated by a vertical bar or pipe symbol (e.g., | ). The syntax

of each field is as follows:

FORMAT: 1st field - text that is always set to DATA

LIBREF: 2nd field - three digit integer with leading zeros - must be a unique value for each

row of data, typically incremented by one for each consecutive row.

TMPL_CLASS: 3rd field - this is the template class, which is a four digit integer, with leading zeros,

that tells the system which library class a template part belongs to (and hence, will

be displayed under). The OOTB numeric class assignments are as follows:

0100 to 0199 = GENERAL

0200 to 0299 = MILL

0201 = MILL_PLANAR

0202 = MILL_CONTOUR

0203 = HSM

0300 to 0399 = TURN

0301 = TURN_2_AXIS

0302 = TURN_4_AXIS

0400 to 0499 = MILL_TURN

0500 to 0599 = HOLE_MAKING

0600 to 0699 = WEDM

0601 = WEDM_2_AXIS

0602 = WEDM_4_AXIS

0800 to 0899 = LEGACY

0900 to 0999 = Inch

1000 to 1099 = Metric

1100 to 1199 = Express

1200 to 1299 = Tool_Building

SETUP_TEMP: 4th field - this is name of the CAM template that is initialized when this particular

setup is selected.

TYPE_TEMP: 5th field - a list of additional template names, delimited by spaces, that will be

available to the user during the CAM session.



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ATT1: 6th field - brief description or name of this particular setup

ATT2: 7th field - unit descriptor for this setup - set to either "Inch" or "Metric"

For example, when running NX in a managed mode, if

you start manufacturing while in an open part file, the

Library Class Selection dialog will appear:

Double-clicking on the GENERAL class displays a new dialog which contains the CAM templates associated with that particular class (these are the associations determined by the 4-digit integer defined in the TMPL_CLASS field).

In this instance, selecting the template with the attributes of General

Inch, initializes the mill_planar_inch template. You will note that this is

one of the old, OOTB template parts, and not the new NX7.5 template

part that was installed earlier. That's because the new template parts

are not yet registered (i.e., entered) in the UGCAMTemplateData

object.



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A typical row of data looks like this:

DATA | 001 | 0100 |@DB/mill_planar_inch/A |@DB/mill_planar_inch/A @DB/mill_contour_inch/A |General | Inch

Where:

DATA | - is the mandatory format-field entry

001 | - indicates that this is the first template entry in the template_part_planner.dat file

0100 | - tells the system that this template option will appear under the GENERAL library class

@DB/mill_planar_inch/A | - this is the CAM template that is initialized when this class is selected

@DB/mill_planar_inch/A @DB/mill_contour_inch/A | - these are the templates which will be available under

the Type pull-down when creating an operation, tool, or geometry group:

General | - is the name or title of this particular setup

Inch - this is the unit descriptor for this setup



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Here is a visual reference of the library classes that the 4-digit template-class integer is associated with:

0100 to 0199

0200 to 0299

0201

0202

0203

0300 to 0399

0301

0302

0400 to 0499

0500 to 0599

0600 to 0699

0601

0602

0800 to 0899

0900 to 0999

1000 to 1099

1100 to 1199

1200 to 1299



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