The document serves as a comprehensive guide for using Teamcenter X, covering various functionalities such as opening, creating, editing, and managing parts and documents. It discusses how to manipulate data structures, navigate through revisions, and apply filters for efficient management. Additionally, it includes specific instructions for manipulating properties and establishing relations between objects within Teamcenter X.

1. Teamcenter Getting
Started 1

2. Working with data

3. agenda
Open a part, document, or other object
1
Create / Add a part, document, or other
object
2
Edit properties
3
Autofill properties in a table
4
Drag-and-drop in lists and tables
5

4. agenda
Create a new revision
7
Create a new object from an existing
object
8
Exploring relations between objects
9

5. Open a part, document, or
other object
1. In Teamcenter X, select a part, document,
or other object you want to open.
2. Click Open on the selection tile.
Note: You can also make a selection and click Open > Open in New
Window or Open
in New Tab from the primary toolbar.
Based on your browser settings, an attached file
attached may open immediately, or you may be
prompted to download or save the file.
Create / Add a part, document, or
other object
1. Display the folder where you want to create a part,
document, or other object. For example, open your
Home folder.
2. Click New > Add. The Add panel opens.

6. 3. (Optional) To keep the Add panel open so that you can
continue to add objects without opening the panel each
time, click Pin Panel to pin the panel to your workspace.
Note: Click Unpin Panel to unpin the panel from your workspace.
4. Select the type of object you want to create either from the
list of recently used types or from the full list of available
types. You can also search for a type using the Filter box. The
types that display are configured by the system administrator.
If you are creating a new attachment, you can upload an
existing file as an attachment to the new object. Click Choose
File and select the desired file. Teamcenter X automatically
sets the type to the file type that matches the file extension. If
there is more than one choice, Teamcenter X selects the
default, but you can change it.

7. Note: If an administrator has enabled the Data Share
Manager, a dialog box may appear asking you to install the
Data Share Manager on your client to manage file uploads
and downloads.
5. Enter properties. The properties vary
depending on the type being created. These
properties are configured by style sheets, which
are maintained by the administrator.
Add is highlighted when all required fields are entered.
6. Click Add. The newly created object is placed at the
top of the current list, list with summary, or table
display for easy access. If you create a single new
object, the object is automatically selected. The object
is placed in the expected sort order once you navigate
away from this location or apply filters.
Note: If you pinned the panel to your workspace, the Add panel
remains open, the Revision and Name values carry forward, and the
ID value increments.
Edit properties
If you have appropriate access privileges, you can edit properties in
Teamcenter X.
• The properties you can edit vary based on how your administrator
configured the style sheets.
• You edit properties in various panels and tables.
1. Display the part, document, or other object whose properties you
want to modify. 2. Click Edit > Start Edit . The properties that you can
edit are activated.

8. Note: The Start Edit button appears only when you select something
you can modify. In some panels, such as the Information panel, a
Start Edit button is available for quick edits. You must click Save
before you navigate away to retain changes.
3. Type or modify the properties as necessary. As you
edit, the cells appear with a different background
color to indicate that the changes have not been
saved. Once saved or cancelled, the background
changes to its original color.
4. Save your changes by clicking Edit > Save Edits. To
cancel your edits, click Edit > Cancel Edits.
Note: You cannot edit array properties from within a table, use the
list with summary view or the info panel instead.
Autofill properties in a table
Copy the content of a selected table cell to a range
of cells above or below the selected cell.
1. Display the table and click Edit > Start Edit.
2. In the table, select a cell and, if the cell is empty,
enter the content to be copied.
3. Move the mouse cursor over the cell to display
the small fill-down box in the lower-right corner of
the cell, then place the cursor over the small box to
display the large plus sign (+).

9. 4. With the plus sign displayed, press the left
mouse button and drag up or down to select
the cells to fill.
5. Release the mouse
button.
6. Click Edit > Save Edits to save your changes.
The changes are saved, except for objects that you do not
have Write privileges to modify properties.
Drag-and-drop in lists and tables
You can drag-and-drop one or more parts, documents, and
other objects:
• Into an accepting list or table to create a new entry in the
list or a new row appended to the end of the table. When
you drag, you see a blue outline around the table or list to
indicate where you are allowed to drop.

10. • Onto an accepting object (table row or list
item.) In this case, the accepting object
highlights indicating where you are allowed
to drop.
Note: To drag an object, you must click, hold, and move the object
in a single fluid motion. If you do not move quickly enough, the
system assumes you want to select multiple objects. An accepting
object is one that supports a relationship with the object being
dragged and dropped. When you cannot drop onto a location or
object, the cursor has an associated cancel symbol.
You can drop one or more objects onto a table to create a
new table row.
1. Click, hold, and move the object to the table header
row. A bounding box appears to indicate you
can create a new row with the object.
2. Release the object to create the new table row. You
can drag parts, documents, or other objects onto an
accepting table row and have that row create
appropriate relationships to those objects. For
example, you can drop a document onto a part in a
table, and the document becomes a child of the part.

11. Create a new revision
1. Select the revision for which you want to create a new
revision.
2. Click New > Save As or Revise.
3. Click the Revision tab if it is not selected.
4. Enter the properties for the new revision.
5. Click Save. The revision is created and displayed in edit
mode.
Note: When you create a new revision of an existing object, you
cannot enter a different ID. To create a new object with a
different ID, use the New tab on the Save As panel. You can only
use Save As or Revise in the Summary view.
Create a new object from an existing
object
1. Select the revision from which you want to create a new
object.
2. Click New > Save As or Revise.
3. Click the New tab.
4. Enter the properties for the new revision.
5. Click Save. The new object revision is created
and displayed in edit mode.
6. (Optional) Specify additional properties for
the revision, and then click Save Edits . The edits
are saved and the revision is displayed in read-
only mode.
Note: You can only use Save As or Revise in the
Summary view.

12. Exploring relations between
objects
Tips for using Relations
You can use Relations to view objects and the
relations between objects in a graphical format.
You can:
• See or hide incoming and outgoing relations.
• Choose what objects or relations appear in the
work area. You can do this by using the Legend
panel or by applying filters based on object
properties.
• Use an overview map to navigate large
structures.
• Change the layout of the network display.
• Use the left mouse button to drag the network around
the display area. To move an individual object, click the
object first and then drag it using the left mouse button.
• Use the roller on your mouse to zoom in and out of the
network. The more you zoom in, more detailed
information is displayed.
• Point the mouse over an object in the network to display
additional details, such as the object name.
• Point the mouse over an edge (that is, a line connecting
two objects) to display the type of relationship between
the objects.
• Select an object, edge, or port and then click Info to get
more information about it. You cannot see the button if
the edge has no properties.
• To print a network, click Open and choose Open in Print
View.
Tips for using Relations:
• Double-click the background to resize the
network to fit all content in the display.

13. View related data
1. Search for an object using the Teamcenter X
search box.
2. 2. From the list of search results, click the object
for which you want to view the related data.
This is the root object.
3. Click the Relations tab.
By default, the object and its immediate relations
appear.
You can do the following
actions:

14. 4. Click the arrows inside the objects to show or hide
relations:
5. You can also show incoming and outgoing
relations from the one-step command toolbar as
follows:
Select an object and click one the following
buttons in the one-step command toolbar.
6. Click the icon of an object to hide the
object.
The object fades away until it is hidden. You can
cancel the hide action by clicking its icon again
before it is hidden.
7. To show the object that you hid by clicking on its
icon or to hide objects in the graph, select an
object and click Relations . In the Relations panel:
• Objects whose icons are grayed out are hidden in
the graph. Click the objects to make them visible.

15. • Objects whose icons are not grayed out are visible
in the graph. To hide objects, click them.
8. Using the Legend panel, you can highlight and
hide objects and relations.
Click Legend to display the Legend panel and then
click Views. The colors of the object types and
relations listed in the Legend panel correspond to
those of the object border and edges, respectively,
in the work area.

16. 9. You can choose the objects that you wish to
see in the work area by filtering them based on
their properties such as object type or owner.
11. Use the overview map to navigate easily in cases where
there is a large network of objects and relations. Click the
lower right corner of the work area to view the overview map
of the network . Move the rectangle in the overview map to
browse the network
10. You can investigate the relations between
objects at two ends in the diagram as follows: a.
Select an object in the graph. b. Press the Shift
key and select another object in the graph.
Objects with similar relations going in the same
direction are highlighted.
12. Click in the one-step command toolbar to change the
layout of the network display. You can display the content
using various layout types, such as top to bottom and left to
right.

17. Working with structures

18. agenda
Finding structures,parts,and
subassemblies
1
Editing structures
2
Understanding revision rules
3
Configure structures with a revision
rule
4
Compare the content in structures
5

19. Global Search Searches all indexed data.
Advanced Search Searches for data by using specific criteria based on predefined queries.
In-context search Searches within an open structure or a working context composed of multiple structures to
find content within it.
Finding structures, parts, and subassemblies
Using Teamcenter X, you can review and update parts and assemblies.
You can search for structures or structure components using the
following methods:
Note: The in-context search, which works on live data, requires a
Context Management User license.
You can perform a simple search to find an occurrence of an object in an open structure. You can
enter any attribute or text associated with the occurrence (for example, a name) and then click
Search . Search results span the entire context.
You can use the same syntax as for full-text searches, including operators such as OR and AND. You
can use the Filter tab to narrow the results by selecting specific filters.

20. Navigate to the child or parent part in assemblies or subassemblies
You can select a structure from the search results and then click Open to view the
structure.
Navigate to child parts
The assemblies or subassemblies that have child parts are listed with the Show Children button.
1. Click Show Children to navigate to child parts.
Navigate to a higher level using the breadcrumb trail
Assembly nodes are visible in the breadcrumb trail.
1. Use the breadcrumb trail to navigate to a higher level (such as parent parts) in a structure.
Note: The back button does not take you to the parent parts. It takes you to the previous location
visited in Teamcenter X.
If you use the breadcrumb trail to navigate to a different parent, Teamcenter X shows the first leaf in that
structure, updates the breadcrumb with the path to that leaf node, and switches back to the hierarchical display

21. Pack or unpack structure elements
You can use the packing action to group similar elements in an assembly. Packing results in a shorter and
simpler structure display. This action groups identical elements in a single level of an assembly, all of which
satisfy the packing criteria configured. The packed elements are represented using a single row in the
structure. A numeric value is appended to this row to indicate the number of packed items. Packing and
unpacking is available for all views, including the list view, table view, and tree view.
You can individually pack or unpack the selected elements in the structure that meet the packing criteria. You
can also pack or unpack all elements in a selected structure simultaneously with a single click.
• To pack the selected elements in the structure that meet the packing criteria, select any one of the elements,
click the View icon, and select Pack.
• To unpack the elements in a structure, select the packed element, click the View icon, and select Unpack.
• To pack all the elements in the structure, click the View icon and select Pack All.
• To unpack all the elements in the structure, click the View icon and select Unpack All.

22. Control the display of configured structures
Users who create variable content or analyze configured structures, must understand which occurrences will
be configured and which are excluded. When a structure is loaded, all objects are displayed by default
irrespective of the configuration applied to the structure. Users can use the toggles in the View menu to
control the display of the structure elements that are suppressed, excluded by effectivity, or excluded by
variants.
Show or hide occurrences excluded by variant
When a structure is loaded, all occurrences including those occurrences which are not configured by the
variant are displayed by default. However, a user can choose to hide or show the that are not configured.
• To show or hide the occurrences that are excluded by the variant configuration, in the work area toolbar, click
View > Show Excluded by Variants.
Show suppressed occurrences
Occurrences in a structure can be hidden by setting the suppress property to True. When a structure is loaded,
all occurrences including the suppressed occurrences are displayed by default.
• To show or hide the suppressed occurrences, in the work area toolbar, click View > Show Suppressed.

23. Editing structures Editing the structure
Editing the structure
You can create a product structure manually in Teamcenter X or you can
import it from another system. When you access the structure in Teamcenter X, you
can modify it as required to reflect any changes to the product design.
If you have the authoring privileges, you can edit a structure as required.
Following are some of the common editing tasks:
• Add elements to the structure
• Move elements within the structure
• Copy elements between structures
• Edit the properties of a structure element
• Remove or replace elements from the structure
• Update all occurrences of an element in multiple assemblies
simultaneously using mass update

24. Editing structures in markup mode
You can make changes to structures, including attribute value changes, in
the markup mode. In this mode, the proposed changes to a structure are
highlighted with a different color or a strikethrough, until they are
committed to the database. You use markup changes for reviews and
analysis without actually modifying the structure. The changes can either
be canceled or be applied to the structure.
Your administrator sets the global constant to allow you to turn on markup
mode. The properties that are tracked in markups are also defined by your
administrator.
Once a mass update process is initiated for a structure, no changes can be
made in the markup mode for that structure.
You can view the markup summary for an assembly, add additional
changes to a previously marked-up assembly, and save these changes.

25. Edit a released structure in markup mode
When a Released structure is selected for editing, it can be marked up for changes only if a
Global Change Context (GCC) is set. Without a GCC, editing is not allowed for a Released
structure and it results in an error. Once a change context is set, markups can be created.
Note: A license for Change Manager is required to use
this feature.
To assign markups to a released structure:
1. Set a change context as follows: a. Click Active Change in the global navigation. b.
Click no active change and select the required engineering change notice. All your
structure updates are associated with this change notice.
2. Search for the released structure that you want to edit and click Open .
3. To edit the structure in the markup mode, click View >Markup to switch to the
markup mode.
4. Edit the structure as required.

26. 5. Apply the marked-up changes to the structure by initiating a workflow process.
Submitting content to a workflow sends it through a series of required tasks, such as
approvals (signoffs) and reviews.
a. To initiate applying the markup, click Submit to Workflow . Teamcenter X displays
the Submit to Workflow panel and a list of workflow templates.
b. Select the Review and Process Markups of ECO template from the Workflow
Template list and click Submit.
c. Assign the reviewers for the workflow.
d. Once the workflow is approved, a new revision is created and changes are applied.
You can verify the updates in the new structure.

27. Add or remove structure
components
Whenever you add a component to a structure, it is always added to the open structure
node, which is the right-most element in the breadcrumb.
You can add multiple occurrences of an element to a structure with a single add
operation. To add multiple occurrences, the element being added must exist in the
database. Multiple occurrences of a new element cannot be added.
To add an element to a structure:
1. Search for the occurrence or assembly where you want to add an element and click Open
.
2. If you want to add elements in the markup mode, click View >Markup to switch to the
markup mode.
3. Select the target node where you want to add the element in the structure, click the New
Group icon, and select one of the following add options.
Select Child to add the element as a child of the target node.
Select Sibling to add the element at the same level in the structure as the target node. If
the top-level node is selected as the target, the Sibling option is not available.

28. 4. In the Add pane, click one of the following
tabs:
• New Allows you to add a new occurrence
from your computer. You can browse to the
required file or select it from your Recent list.
The Other list allows you to filter for the
relevant file type. You cannot add multiple
occurrences from the New tab.
• Palette Allows you to paste an occurrence
from the clipboard or to select one from your
Favorites or Recent list. You can add multiple
occurrences from the Palette tab.
• Search Allows you to search for an
occurrence to add. You can add multiple
occurrences from the Search tab.

29. 5. Enter the ID, name, description, or unit of measure as required.
6. To add multiple occurrences, select either the Palette or the Search
tab, search for the occurrence, and specify the Number of Elements.
7. Click Add. Teamcenter X creates the occurrence and refreshes the
display.
8. Similarly, to remove a component from a structure, click Edit > Remove,
and accept the confirmation message. You can also remove multiple
occurrences simultaneously by selecting multiple occurrences using either
Ctrl + click or Right-click.
9. If you are working in the markup mode, you must apply or cancel the
markups to complete the updates.
Note: You cannot remove the top node of the structure, that
is, the leftmost element in the breadcrumb.

30. Replace a structure
component
You can replace a part with another part.
You can also replace an existing part or a subassembly in an assembly with its copy using the Save As
And Replace command. If the Save As And Replace option is not visible, you may not have the required
privileges.
To replace the part or assembly in the structure:
1. Search for the occurrence that you want to replace.
2. If you want to edit the structure in the markup mode, click View >Markup to switch to the
markup mode.
3. Select the occurrence and click Edit > Replace.
4. In the Replace pane, select the replacement and click Replace. Teamcenter X replaces the
occurrence and refreshes the display.
5. If you are working in the markup mode, you must either apply or cancel the markups to
complete the updates.

31. Replace a structure component with
its copy
A copy is a new item with exactly the same properties but a new ID.
You can copy a part or a subassembly, with or without children, save it with a new name, and replace
the existing subassembly in the structure with its copy. If the subassembly is copied with children, the
child parts are renamed based on the naming convention specified using the naming rule.
1. Select the structure from which you want to copy the element, and click Open.
2. Click the New icon and select Save As and Replace. Teamcenter X shows the Save As And
Replace pane.
3. (Optional) Select the Copy Children check box. If you choose the copy children option, the child
elements in the assembly are replaced along with the top element.
4. Select ID Naming Rules to automatically assign new IDs to the copied elements. The ID Naming
Rules option is visible only when the Copy Children check box is selected.
• Prefix The text string provided is added to the start of the existing IDs, and new IDs are
assigned.
• Suffix The text string provided is added to the end of the existing IDs, and new IDs are
assigned. • Replace/With The text string specified in the Replace field is replaced with the text
string specified in the With field in the new IDs.

32. 5. (Optional) Select the Run in Background check box.
Note: For the save and replace operation to run in background,
your system administrator must configure Dispatcher services.
6. Click Save As And Replace at the bottom of the Save As And Replace
pane. Teamcenter X replaces the occurrence and refreshes the display. If
you choose to run the replace operation in the background, a notification
is generated once it is complete. Click the notification to view the details of
the replacement.

33. Duplicate (clone) a
structure
You can duplicate (clone) an existing product structure to create a new structure. You can duplicate
the entire product structure from the top level down. You can update the new (duplicate) structure
without affecting the original structure. Once you do this, you are marked as the owner of the
structure. In contrast, for any elements in the original structure that were referenced rather than
copied, the ownership of the elements remains with the owner of the original structure.
Consider the following points before you duplicate a structure:
• Your site administrator specifies whether the duplicate operation is executed at the occurrence level
or at the item revision level. If it is set for the occurrence level, the specified action is applicable for
the selected occurrence. If it is set for item revision level, the specified action is applicable for all
occurrences of the underlying item revision in the selected structure.
• For packed lines, the specified duplicate action is applied only on the selected occurrence and not
on all occurrences in the line. To apply the selected duplicate option to all packed occurrences, you
must unpack and apply the duplicate action to each occurrence. You can select multiple occurrences
and apply the action simultaneously.

34. 1. Search for the structure you want to duplicate and click Open .
2. Select the top line of the structure, and click New Group > Save As or Revise. The
selected top line and all its child objects are included in the duplicate operation.
3. In the Save As panel, select the New tab.
4. Select the Specify children to duplicate check box. This check box is shown only
if the top line of the structure is selected.
5. Click Select. The table is updated and a new read-only Action column is added.
6. To create duplicates for individual child parts,
right-click each child part and select one of
the following options:

35. • Remove The new structure does not include or reference the
object.
Caution: If a parent part is marked for
Remove, all its children are automatically
marked for Remove. However, if a parent part
is initially marked for Remove but one of its
child parts is later marked for Save As, the
marking for the parent part is automatically
changed to Save As. In such cases, the last
user input is considered.
• Replace The new structure replaces this object with the
object specified using the Replace pane.
• Save As The new structure includes a copy of the
object that is referenced by the source structure.
Caution: If a child part is marked for Save As, the parent part must
also be marked for Save As. As soon as a child part is marked for Save
As, all its parent parts are automatically marked. If any child part that
is marked for Save As is configured out of the source structure, it is
automatically removed from the new structure.

36. • Save As and Copy Children The new structure includes a copy of the
selected object and all its child objects that are referenced by the source
structure.
• Reference (blank Action column) The new structure references the same
object that is included in the source structure. Reference is the default
action if the Action column is blank and no action is specified.
• Undo The specified action is canceled, and the column is reset to blank
(Reference).
7. Click Save to proceed and create the duplicate structure. Alternatively, to discard your
changes, click Cancel and select from the following options:
• Select Stay to abort the cancel operation and to continue working.
• Select Discard to undo the changes.
• Select Save to proceed and create the duplicate structure.

37. 8. In the Save panel, select one of the following options to determine how the IDs must
be assigned to the new structure:
• Select Default IDs to automatically generate and assign IDs. OR
• Select ID Naming Rule to specify the naming pattern of the duplicated items by
providing the following
information.
• Prefix The text string provided is added to the start of the existing IDs, and new IDs
are assigned.
• Suffix The text string provided is added to the end of the existing IDs, and new IDs are
assigned.
• Replace/With The text string (or substring) specified in the Replace field is replaced
with the text string
(or substring) specified in the With field in the new IDs. This value is case-sensitive. ​
9. (Optional) Select the Run in Background check
box.
10. Click Save to create the duplicate structure.

38. Move an occurrence within a structure
You can drag-and-drop one or more occurrences to move it within a structure. You can drop an occurrence on
to a valid accepting object only. This action moves the occurrence from the source location to the target
location within the structure. It does not copy the occurrence.
You can use drag-and-drop between similar web browser windows to move occurrences from one location to
another within the same structure. For example, if the same structure is open in two Teamcenter X windows,
you can drag an occurrence from the first window and move it to a different location within the same structure
in the second window.
1. Click and hold the occurrence that you want to move.
2. Move the occurrence to the target location in the structure.
3. Drop the occurrence on to the target object.

39. Edit the properties of a part or an assembly
To update the properties of a part or an assembly, you must have write access to the parent assembly of the
occurrence you want to edit. Additionally, It must not be checked out by any other user.
To edit the properties of a part or an assembly:​
1. If you want to edit the properties in the markup mode, click View >Markup to switch to the markup mode. ​
2. Select the part or assembly in the structure. ​
3. To open the properties to edit: ​
• In the List with Summary view, click the Overview tab, and then click Edit > Start Edit. ​
• In the Tree view, click Edit > Start Edit. ​
• In the Table with Summary or Tree with Summary view, click the Overview tab, and then click Edit >
Summary.
The editable properties are in boxes. Properties that are not in boxes are read-only and cannot be edited. ​
4. Change the properties you want to edit. Edited values are highlighted until you save the edits.

40. to edit occurrence properties, you must have write access to the object containing the property.
For example, if a
property in the Overview tab is pulled from a form that is related to the object, you must have
write access
to the form to edit the property.
5. To save changes, click Edit > Save Edits. To discard them, click Edit > Cancel Edits.
6. If you are working in the markup mode, you must apply or cancel the markups to complete the
updates.
The properties that are tracked in markups are defined in the
Fnd0BOMMarkupSupportedProperties global constant
in Business Modeler IDE. You can add properties to this global constant, but you cannot delete the
default entries.
Editing occurrence properties when a new occurrence is added as a markup
1. Search for the occurrence or assembly where you want to add an element and click Open .
2. If you want to add elements in the markup mode, click View >Markup to switch to the markup
mode.
3. Select the target node, where you want to add the element in the structure, click the New Group
icon, and select Child or Sibling as required.

41. 4. In the Add panel, create a New element or use the Palette or Search function to find an existing element.
5. Enter the ID, name, description, or unit of measure as required. The following properties can be marked up
for edits:
• Sequence
• Quantity
• Occurrence name
• All Notes
• Any other custom occurrence properties
6. Click Add. ​

42. Understanding revision rules
You can create and apply revision rules that
select the appropriate revision of parts and
assemblies in a product structure. A revision
rule:
• Selects the working revisions and (optionally)
specifies the owning user or group.
• Selects revisions by status (according to status
precedence) or the latest revision with any based
on the using release date.
• Optionally specifies the effectivity against which
the revisions are configured. Effectivity may be
specified by date or by unit number.
• Selects revisions in a specified override folder.
• Selects the latest revisions according to the revision ID in the
following order: alphanumeric, numeric, or creation date. This
selection does not depend on whether the revisions are in the
working or released state. You define each of these criteria
with a revision rule entry. A revision rule may contain any
number of rule entries, each of which attempts to select a
revision according to the specified criteria, for example, the
status that the revision should have or the user or group that
owns the revision. Teamcenter X evaluates rule entries in the
order of precedence until a revision is successfully configured.
You can include some entries more than once to define the
order of precedence. You can modify the order of the rule
entries to change the precedence Teamcenter X uses when
evaluating the revision rule. Certain rule entries can also be
grouped so that they are evaluated with equal precedence.

43. Configure structures with a
revision rule
To configure a structure by an existing revision
rule:
1. Search for and open the product to be
configured.
2. To apply a revision rule, select the rule from
the Revision list in the header.
Teamcenter X refreshes and displays the
configured content based on the new
configuration.
Alternatively, you can perform the following steps to apply a
revision rule using the Configuration panel.
1. Search for and open the product to be configured.
2. Click and select Configuration to display the Configuration
panel.
3. Select the rule from the list in the REVISION section in the
Configuration panel. Teamcenter X refreshes and displays
the configured content based on the new configuration
Comparing the content in structures
You can compare two structures to view the differences
between them. You can perform this comparison only in the
Tree view.
You can set the revision rule and variant rule separately for
each structure, allowing different configurations to be
compared.
When you compare two structures, the default level of
comparison is the current level. However, you can select one

44. • Current level
Compares only the current level content
displayed in the two product structures.
• All levels
Compares all levels of the product structures.
If this mode is used with very large
structures, performance may be adversely
affected.
• Components only Compares only
the lowest level items of the product
structures, ignoring all intermediate
assemblies.
• Linked Assemblies or Components
Compares the structures using accountability
check. This provides a verification mechanism
to check that all the parts and assemblies are
included in the comparison.
When you select the All Level option, the compare operation
may take some time to generate the result if the structure is
very large.
For such structures, you can run the comparison in the
background. When run in background is selected, Teamcenter
X generates a notification after completion. This notification
works properly only with Dispatcher configuration. Check with
your system administrator for configuring Dispatcher. When
you click the notification, Teamcenter X displays the compared
structures and the comparison result in the Compare panel
with a time stamp. If you compare the same structures with
the same configuration again, the same compare results are
returned, with the time stamp of the result. You can click
Compare in the Compare panel to rerun the compare.

45. The comparison results are retained for a
specific period. Administrators can define the
retention period for the old comparison results.
If the comparison result is older than the
retention period or if a later result exists, then
the old result is automatically deleted by the
system.
How comparison levels affect the scope of
comparison
The selected level narrows the scope of the
accountability check by limiting it to only the
lines relevant to your use case. The filter
mechanism is based on the filtering rules or
inclusion rules. The source and target filtering
rules for each comparison level are shown in the
following table:
You cannot configure user-defined filtering rules. Each of
these filtering rules is used to limit the number of levels that
the accountability check considers for comparison. For
example:
• The AccountabilityAll inclusion rules includes all lines.
• The AccountabilityLeavesOnly inclusion rule includes only
leaf nodes; it excludes all hierarchy nodes.
• The AccountabilityLinkedAssmOrLeaves inclusion rule
Includes assigned assembly nodes but excludes their
children. If an assembly is not assigned, it includes its leaf
nodes.
Compare structures in the split view
1. Select two structures or two configurations of a structure.

46. 2. Click the Open icon and select Open. The
selected structures are displayed in separate
views.
3. Click View > Compare. The Compare panel
appears.
4. Specify the comparison level by choosing
from Current Level, All Levels, Components
Only, or Linked Assemblies or Components in
the list.
5. Specify the information you want to DISPLAY in the
comparison results by selecting from the following check
boxes:
• Matched
• Different
• Unique in Source
• Unique in Target

47. 6. To enable dynamic equivalence when
running an accountability check, select the
Dynamic Equivalence check box. In some
comparisons, matching occurrences in two
structures have slightly different properties
and are therefore not reported as equivalent
when you run an accountability check. To
report such occurrences, run a dynamic
equivalence check. Your administrator must
specify the list of internal BOM line
properties to be used as dynamic
equivalence criteria. If no values are
specified, then item ID is used as the default
attribute for
7. (Optional) Select the Run in background check
box. This is recommended when an All levels or a
Components only comparison is performed on
large structures. For the compare operation to
run in the background, your system
administrator must configure Dispatcher
services.
8. Click Compare. The comparison results are listed
under RESULTS in the Compare panel. If Run in
background is selected in the previous steps,
Teamcenter X generates a notification in the Alerts
panel after the comparison is complete. Click the
Alerts button and select the relevant notification to
view the compare results.

48. Referen
ce
Getting Started with Teamcenter X, Teamcenter X 12.3 ©
2020 Siemens