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- Export and Import the Access Manager Rule Tree
To complete this topic, watch the video and browse links and information related to the video content listed below the video. The links and information provided are supplemental to the video lecture and are not a requirement for completion, however it is highly recommended to review the material in the links. Tip. The links provide a direct link to the Siemens Solution Center online help, however a path to locate the material is provided for navigating to the local installation of the online help as well. For those users who do not have access to the online help, please review how to navigate to the specific topic in the locally installed documentation. Video Lecture Content Online Help Reference Material Click the links below to explore additional resources to aid in your understanding of the topic. If you are using this method, be sure to Sign In to the Siemens Solution Center webpage prior to clicking the link. Distributing, reverting and repairing the rule tree About distributing, reverting, and repairing the rule tree Reverting the rule tree to a previous version Access Manager bypass for administrators Export the Access Manager rule tree Import the Access Manager rule tree Merge a new system branch Local Documentation Topic Location The material (step by step instructions, and documentation overviews) is located the local installation of the online help. To locate the specific topics to review for this lecture, use the following path for reference. Note that for this topic set, there are a lot of individual nodes in the table of contents that will aid in learning in the local and online help. It is advised to refer to each one as you begin and get a feel for which sections of the document help the most for which areas. Access Manager > Getting started with Access Manager Access Manager > Reviewing existing access rules Access Manager > Creating and managing rules Access Manager > Creating and managing access control lists (ACLs) The image (above) is an example of the Table of Contents in the Access Manager document provided by Siemens in the Teamcenter 14.2 documentation. This document can be located in both the online and local help documentation for reference.
- Introduction to Administration Essentials
This course provides an introduction to the Administration Essentials topics and a free example course to aid in practicing with an example course. Learn what is included in the membership and explore the classroom environment. This course is recorded at version Teamcenter 13.* and Active Workspace 5.* versions. Most topics are compatible with Active Workspace versions 4.3+, 5+ and 6+. It is recommended that students have a rudimentary understanding of Product Lifecycle Management (PLM) prior to taking the course. It is recommended to have knowledge of the following topics prior to taking this course: 1. Using Essentials Courses 2. BMIDE Essentials Courses The course is designed for all that will modify the Active Workspace Client (AWC) user interface through the use of configuration practices such as Workflows, Preferences, Organization, Tiles, Tables, and Style Sheets. Typically the students in this course have experience with the data model and administer data. Light experience with running windows based command line utilities is a plus.
- Welcome to the Admin Essentials Membership
To complete this topic, watch the video and browse links and information related to the video content listed below the video. The links and information provided are supplemental to the video lecture and are not a requirement for completion, however it is highly recommended to review the material in the links. Tip. The links provide a direct link to the Siemens Solution Center online help, however a path to locate the material is provided for navigating to the local installation of the online help as well. For those users who do not have access to the online help, please review how to navigate to the specific topic in the locally installed documentation. Video Lecture Content
- Introduction to Administration Essentials
The Introduction to Administration Essentials section of the course provides an overview of the Admin Essentials membership. The topics in this course can be supplemented by step by step instructions and other reference material found in the Active Workspace Administration and Customizing Active Workspace documents in the online help. Caution. The link provides access to the Siemens online help to aid in supplementing the lecture content. This link requires access to the Siemens Support Center and a Siemens Account. It is recommended to review the Documentation Links and Syntax blog post for more information. This material is not required for attendance. Each section and topic in the course contains recorded lecture content, tips and other notes to aid you in each use case. Make sure to click Complete at the end of each topic to record the topic as finished once the video is complete.
- Create a group override for a preference
To complete this topic, watch the video and browse links and information related to the video content listed below the video. The links and information provided are supplemental to the video lecture and are not a requirement for completion, however it is highly recommended to review the material in the links. Tip. The links provide a direct link to the Siemens Solution Center online help, however a path to locate the material is provided for navigating to the local installation of the online help as well. For those users who do not have access to the online help, please review how to navigate to the specific topic in the locally installed documentation. Video Lecture Content Online Help Reference Material Click the links below to explore additional resources to aid in your understanding of the topic. If you are using this method, be sure to Sign In to the Siemens Solution Center webpage prior to clicking the link. Introduction to preferences help topics: Why do i need preferences? How do preferences work? An example of preference hierarchy What are environment preferences? Working with preferences in Active Workspace Where can I get a list of preferences? Common preferences and use cases: Displaying items instead of revisions Deleting various object types Controlling notification timeout Defining properties that display on object cells Defining the revision rules list Local Documentation Topic Location The material (step by step instructions, and documentation overviews) is located the local installation of the online help. To locate the specific topics to review for this lecture, use the following path for reference. Note that for this topic set, there are a lot of individual nodes in the table of contents that will aid in learning in the local and online help. It is advised to refer to each one as you begin and get a feel for which sections of the document help the most for which areas. Active Workspace Administration > Settings and performance > Preferences The image (above) is an example of the Table of Contents in the Active Workspace Administration document provided by Siemens. This document can be located in both the online and local help documentation for reference.
- Organize preferences into Product Areas
To complete this topic, watch the video and browse links and information related to the video content listed below the video. The links and information provided are supplemental to the video lecture and are not a requirement for completion, however it is highly recommended to review the material in the links. Tip. The links provide a direct link to the Siemens Solution Center online help, however a path to locate the material is provided for navigating to the local installation of the online help as well. For those users who do not have access to the online help, please review how to navigate to the specific topic in the locally installed documentation. Video Lecture Content Online Help Reference Material Click the links below to explore additional resources to aid in your understanding of the topic. If you are using this method, be sure to Sign In to the Siemens Solution Center webpage prior to clicking the link. Introduction to preferences help topics: Why do i need preferences? How do preferences work? An example of preference hierarchy What are environment preferences? Working with preferences in Active Workspace Where can I get a list of preferences? Common preferences and use cases: Displaying items instead of revisions Deleting various object types Controlling notification timeout Defining properties that display on object cells Defining the revision rules list Local Documentation Topic Location The material (step by step instructions, and documentation overviews) is located the local installation of the online help. To locate the specific topics to review for this lecture, use the following path for reference. Note that for this topic set, there are a lot of individual nodes in the table of contents that will aid in learning in the local and online help. It is advised to refer to each one as you begin and get a feel for which sections of the document help the most for which areas. Active Workspace Administration > Settings and performance > Preferences The image (above) is an example of the Table of Contents in the Active Workspace Administration document provided by Siemens. This document can be located in both the online and local help documentation for reference.
- Export preferences using a command line utility
To complete this topic, watch the video and browse links and information related to the video content listed below the video. The links and information provided are supplemental to the video lecture and are not a requirement for completion, however it is highly recommended to review the material in the links. Tip. The links provide a direct link to the Siemens Solution Center online help, however a path to locate the material is provided for navigating to the local installation of the online help as well. For those users who do not have access to the online help, please review how to navigate to the specific topic in the locally installed documentation. Video Lecture Content Online Help Reference Material Click the links below to explore additional resources to aid in your understanding of the topic. If you are using this method, be sure to Sign In to the Siemens Solution Center webpage prior to clicking the link. Introduction to preferences help topics: Why do i need preferences? How do preferences work? An example of preference hierarchy What are environment preferences? Working with preferences in Active Workspace Where can I get a list of preferences? Common preferences and use cases: Displaying items instead of revisions Deleting various object types Controlling notification timeout Defining properties that display on object cells Defining the revision rules list Command Line utility reference: preferences_manager Local Documentation Topic Location The material (step by step instructions, and documentation overviews) is located the local installation of the online help. To locate the specific topics to review for this lecture, use the following path for reference. Note that for this topic set, there are a lot of individual nodes in the table of contents that will aid in learning in the local and online help. It is advised to refer to each one as you begin and get a feel for which sections of the document help the most for which areas. Active Workspace Administration > Settings and performance > Preferences Documentation related to utilities in Teamcenter can be located in the Teamcenter help in the Utilities Reference document. Utilities Reference The image (above) is an example of the Table of Contents in the Active Workspace Administration document provided by Siemens. This document can be located in both the online and local help documentation for reference.
- Create new preferences
To complete this topic, watch the video and browse links and information related to the video content listed below the video. The links and information provided are supplemental to the video lecture and are not a requirement for completion, however it is highly recommended to review the material in the links. Tip. The links provide a direct link to the Siemens Solution Center online help, however a path to locate the material is provided for navigating to the local installation of the online help as well. For those users who do not have access to the online help, please review how to navigate to the specific topic in the locally installed documentation. Video Lecture Content Online Help Reference Material Click the links below to explore additional resources to aid in your understanding of the topic. If you are using this method, be sure to Sign In to the Siemens Solution Center webpage prior to clicking the link. Introduction to preferences help topics: Why do i need preferences? How do preferences work? An example of preference hierarchy What are environment preferences? Working with preferences in Active Workspace Where can I get a list of preferences? Common preferences and use cases: Displaying items instead of revisions Deleting various object types Controlling notification timeout Defining properties that display on object cells Defining the revision rules list Local Documentation Topic Location The material (step by step instructions, and documentation overviews) is located the local installation of the online help. To locate the specific topics to review for this lecture, use the following path for reference. Note that for this topic set, there are a lot of individual nodes in the table of contents that will aid in learning in the local and online help. It is advised to refer to each one as you begin and get a feel for which sections of the document help the most for which areas. Active Workspace Administration > Settings and performance > Preferences The image (above) is an example of the Table of Contents in the Active Workspace Administration document provided by Siemens. This document can be located in both the online and local help documentation for reference.
- Explore the Preferences user interface (UI)
To complete this topic, watch the video and browse links and information related to the video content listed below the video. The links and information provided are supplemental to the video lecture and are not a requirement for completion, however it is highly recommended to review the material in the links. Tip. The links provide a direct link to the Siemens Solution Center online help, however a path to locate the material is provided for navigating to the local installation of the online help as well. For those users who do not have access to the online help, please review how to navigate to the specific topic in the locally installed documentation. Video Lecture Content Online Help Reference Material Click the links below to explore additional resources to aid in your understanding of the topic. If you are using this method, be sure to Sign In to the Siemens Solution Center webpage prior to clicking the link. Introduction to preferences help topics: Why do i need preferences? How do preferences work? An example of preference hierarchy What are environment preferences? Working with preferences in Active Workspace Where can I get a list of preferences? Local Documentation Topic Location The material (step by step instructions, and documentation overviews) is located the local installation of the online help. To locate the specific topics to review for this lecture, use the following path for reference. Note that for this topic set, there are a lot of individual nodes in the table of contents that will aid in learning in the local and online help. It is advised to refer to each one as you begin and get a feel for which sections of the document help the most for which areas. Active Workspace Administration > Settings and performance > Preferences The image (above) is an example of the Table of Contents in the Active Workspace Administration document provided by Siemens. This document can be located in both the online and local help documentation for reference.
- Export and import site preferences
To complete this topic, watch the video and browse links and information related to the video content listed below the video. The links and information provided are supplemental to the video lecture and are not a requirement for completion, however it is highly recommended to review the material in the links. Tip. The links provide a direct link to the Siemens Solution Center online help, however a path to locate the material is provided for navigating to the local installation of the online help as well. For those users who do not have access to the online help, please review how to navigate to the specific topic in the locally installed documentation. Video Lecture Content Online Help Reference Material Click the links below to explore additional resources to aid in your understanding of the topic. If you are using this method, be sure to Sign In to the Siemens Solution Center webpage prior to clicking the link. Introduction to preferences help topics: Why do i need preferences? How do preferences work? An example of preference hierarchy What are environment preferences? Working with preferences in Active Workspace Where can I get a list of preferences? Common preferences and use cases: Displaying items instead of revisions Deleting various object types Controlling notification timeout Defining properties that display on object cells Defining the revision rules list Local Documentation Topic Location The material (step by step instructions, and documentation overviews) is located the local installation of the online help. To locate the specific topics to review for this lecture, use the following path for reference. Note that for this topic set, there are a lot of individual nodes in the table of contents that will aid in learning in the local and online help. It is advised to refer to each one as you begin and get a feel for which sections of the document help the most for which areas. Active Workspace Administration > Settings and performance > Preferences The image (above) is an example of the Table of Contents in the Active Workspace Administration document provided by Siemens. This document can be located in both the online and local help documentation for reference.
- Introduction to managing preferences
To complete this topic, watch the video and browse links and information related to the video content listed below the video. The links and information provided are supplemental to the video lecture and are not a requirement for completion, however it is highly recommended to review the material in the links. Tip. The links provide a direct link to the Siemens Solution Center online help, however a path to locate the material is provided for navigating to the local installation of the online help as well. For those users who do not have access to the online help, please review how to navigate to the specific topic in the locally installed documentation. Video Lecture Content Online Help Reference Material Click the links below to explore additional resources to aid in your understanding of the topic. If you are using this method, be sure to Sign In to the Siemens Solution Center webpage prior to clicking the link. Introduction to preferences help topics: Why do i need preferences? How do preferences work? An example of preference hierarchy What are environment preferences? Working with preferences in Active Workspace Where can I get a list of preferences? Local Documentation Topic Location The material (step by step instructions, and documentation overviews) is located the local installation of the online help. To locate the specific topics to review for this lecture, use the following path for reference. Note that for this topic set, there are a lot of individual nodes in the table of contents that will aid in learning in the local and online help. It is advised to refer to each one as you begin and get a feel for which sections of the document help the most for which areas. Active Workspace Administration > Settings and performance > Preferences The image (above) is an example of the Table of Contents in the Active Workspace Administration document provided by Siemens. This document can be located in both the online and local help documentation for reference.
- Required installation features for preferences
The Required installation features for preferences section of the course provides and exploration of the installation features that must be installed in order to administer preferences in the Active Workspace Client (AWC). This section provides an overview of both the Teamcenter Environment Manager (TEM) and Deployment Center (DC) features depending on the method used to install the environment. The topics in this course can be supplemented by step by step instructions and other reference material found in the Teamcenter Installation on Windows and Teamcenter Installation on Linux documents in the online help. Caution. The link provides access to the Siemens online help to aid in supplementing the lecture content. This link requires access to the Siemens Support Center and a Siemens Account. It is recommended to review the Documentation Links and Syntax blog post for more information. This material is not required for attendance. Each section and topic in the course contains recorded lecture content, tips and other notes to aid you in each use case. Make sure to click Complete at the end of each topic to record the topic as finished once the video is complete.
- Administer Preferences in Active Workspace
This course provides training on administering preferences in the Active Workspace Client (AWC). The course provides a deep dive into the Preferences location in the client, user interface concepts, working with existing preferences, creating preferences, managing product areas (categories), creating organization overrides and managing preferences using the preferences_manager utility in Teamcenter. This course is recorded at version Teamcenter 13.* and Active Workspace 5.* versions. Most topics are compatible with Active Workspace versions 4.3+, 5+ and 6+. It is recommended that students have a rudimentary understanding of Product Lifecycle Management (PLM) prior to taking the course. It is recommended to have knowledge of the following topics prior to taking this course: 1. Using Essentials Courses 2. BMIDE Essentials Courses 3. Admin Essentials Courses (prior to this topic) The course is designed for all that will modify the Active Workspace Client (AWC) user interface through the use of configuration practices such as Workflows, Preferences, Organization, Tiles, Tables, and Style Sheets. Typically the students in this course have experience with the data model and administer data. Light experience with running windows based command line utilities is a plus.
- Modify an existing preference
To complete this topic, watch the video and browse links and information related to the video content listed below the video. The links and information provided are supplemental to the video lecture and are not a requirement for completion, however it is highly recommended to review the material in the links. Tip. The links provide a direct link to the Siemens Solution Center online help, however a path to locate the material is provided for navigating to the local installation of the online help as well. For those users who do not have access to the online help, please review how to navigate to the specific topic in the locally installed documentation. Video Lecture Content Online Help Reference Material Click the links below to explore additional resources to aid in your understanding of the topic. If you are using this method, be sure to Sign In to the Siemens Solution Center webpage prior to clicking the link. Introduction to preferences help topics: Why do i need preferences? How do preferences work? An example of preference hierarchy What are environment preferences? Working with preferences in Active Workspace Where can I get a list of preferences? Common preferences and use cases: Displaying items instead of revisions Deleting various object types Controlling notification timeout Defining properties that display on object cells Defining the revision rules list Local Documentation Topic Location The material (step by step instructions, and documentation overviews) is located the local installation of the online help. To locate the specific topics to review for this lecture, use the following path for reference. Note that for this topic set, there are a lot of individual nodes in the table of contents that will aid in learning in the local and online help. It is advised to refer to each one as you begin and get a feel for which sections of the document help the most for which areas. Active Workspace Administration > Settings and performance > Preferences The image (above) is an example of the Table of Contents in the Active Workspace Administration document provided by Siemens. This document can be located in both the online and local help documentation for reference.
- Review installation features for preferences
To complete this topic, watch the video and browse links and information related to the video content listed below the video. The links and information provided are supplemental to the video lecture and are not a requirement for completion, however it is highly recommended to review the material in the links. Tip. The links provide a direct link to the Siemens Solution Center online help, however a path to locate the material is provided for navigating to the local installation of the online help as well. For those users who do not have access to the online help, please review how to navigate to the specific topic in the locally installed documentation. Video Lecture Content Online Help Reference Material Click the links below to explore additional resources to aid in your understanding of the topic. If you are using this method, be sure to Sign In to the Siemens Solution Center webpage prior to clicking the link. Teamcenter and Active Workspace Features Reference material: (Windows) Active Workspace Server Extensions features (Windows) Active Workspace Client Extensions features (Linux) Active Workspace Server Extensions features (Linux) Active Workspace Client Extensions features Local Documentation Topic Location The material (step by step instructions, and documentation overviews) is located the local installation of the online help. To locate the specific topics to review for this lecture, use the following path for reference. Note that for this topic set, there are a lot of individual nodes in the table of contents that will aid in learning in the local and online help. It is advised to refer to each one as you begin and get a feel for which sections of the document help the most for which areas. Teamcenter Installation on Windows > Appendices > Solutions and features reference > Active Workspace Server Extensions features Teamcenter Installation on Windows > Appendices > Solutions and features reference > Active Workspace Client features Teamcenter Installation on Linux > Appendices > Solutions and features reference > Active Workspace Server Extensions features Teamcenter Installation on Linux > Appendices > Solutions and features reference > Active Workspace Client features The image (above) is an example of the Table of Contents in the Teamcenter Installation on Windows document provided by Siemens. This document can be located in both the online and local help documentation for reference. The image (above) is an example of the Table of Contents in the Teamcenter Installation on Linux document provided by Siemens. This document can be located in both the online and local help documentation for reference.
- Export and import preferences using other methods
To complete this topic, watch the video and browse links and information related to the video content listed below the video. The links and information provided are supplemental to the video lecture and are not a requirement for completion, however it is highly recommended to review the material in the links. Tip. The links provide a direct link to the Siemens Solution Center online help, however a path to locate the material is provided for navigating to the local installation of the online help as well. For those users who do not have access to the online help, please review how to navigate to the specific topic in the locally installed documentation. Video Lecture Content Online Help Reference Material Click the links below to explore additional resources to aid in your understanding of the topic. If you are using this method, be sure to Sign In to the Siemens Solution Center webpage prior to clicking the link. Introduction to preferences help topics: Why do i need preferences? How do preferences work? An example of preference hierarchy What are environment preferences? Working with preferences in Active Workspace Where can I get a list of preferences? Common preferences and use cases: Displaying items instead of revisions Deleting various object types Controlling notification timeout Defining properties that display on object cells Defining the revision rules list Local Documentation Topic Location The material (step by step instructions, and documentation overviews) is located the local installation of the online help. To locate the specific topics to review for this lecture, use the following path for reference. Note that for this topic set, there are a lot of individual nodes in the table of contents that will aid in learning in the local and online help. It is advised to refer to each one as you begin and get a feel for which sections of the document help the most for which areas. Active Workspace Administration > Settings and performance > Preferences The image (above) is an example of the Table of Contents in the Active Workspace Administration document provided by Siemens. This document can be located in both the online and local help documentation for reference.
- Delete preference instances and definitions
To complete this topic, watch the video and browse links and information related to the video content listed below the video. The links and information provided are supplemental to the video lecture and are not a requirement for completion, however it is highly recommended to review the material in the links. Tip. The links provide a direct link to the Siemens Solution Center online help, however a path to locate the material is provided for navigating to the local installation of the online help as well. For those users who do not have access to the online help, please review how to navigate to the specific topic in the locally installed documentation. Video Lecture Content Online Help Reference Material Click the links below to explore additional resources to aid in your understanding of the topic. If you are using this method, be sure to Sign In to the Siemens Solution Center webpage prior to clicking the link. Introduction to preferences help topics: Why do i need preferences? How do preferences work? An example of preference hierarchy What are environment preferences? Working with preferences in Active Workspace Where can I get a list of preferences? Common preferences and use cases: Displaying items instead of revisions Deleting various object types Controlling notification timeout Defining properties that display on object cells Defining the revision rules list Local Documentation Topic Location The material (step by step instructions, and documentation overviews) is located the local installation of the online help. To locate the specific topics to review for this lecture, use the following path for reference. Note that for this topic set, there are a lot of individual nodes in the table of contents that will aid in learning in the local and online help. It is advised to refer to each one as you begin and get a feel for which sections of the document help the most for which areas. Active Workspace Administration > Settings and performance > Preferences The image (above) is an example of the Table of Contents in the Active Workspace Administration document provided by Siemens. This document can be located in both the online and local help documentation for reference.
- Introduction to administering preferences
The Introduction to administering preferences section of the course provides training on what preferences are in the Teamcenter environment and how to interact and navigate the Preferences tile and location in the Active Workspace Client (AWC). The topics in this course can be supplemented by step by step instructions and other reference material found in the Active Workspace Administration document in the online help. Caution. The link provides access to the Siemens online help to aid in supplementing the lecture content. This link requires access to the Siemens Support Center and a Siemens Account. It is recommended to review the Documentation Links and Syntax blog post for more information. This material is not required for attendance. Each section and topic in the course contains recorded lecture content, tips and other notes to aid you in each use case. Make sure to click Complete at the end of each topic to record the topic as finished once the video is complete.
- Create and modify preferences in Active Workspace
The Create and modify preferences in Active Workspace section of the course provides training on various aspects of modifying, creating, and overriding preferences. This section teaches how to modify preferences using real world use cases, how to create preferences for the entire site or for a specific organizational element such as a group to provide different values depending on who you are logged in as. Learn to build and maintain Product Areas (Categories) to aid in filtering and exporting preferences and examine how to properly delete preference instances and definitions. The topics in this course can be supplemented by step by step instructions and other reference material found in the Active Workspace Administration document in the online help. Caution. The link provides access to the Siemens online help to aid in supplementing the lecture content. This link requires access to the Siemens Support Center and a Siemens Account. It is recommended to review the Documentation Links and Syntax blog post for more information. This material is not required for attendance. Each section and topic in the course contains recorded lecture content, tips and other notes to aid you in each use case. Make sure to click Complete at the end of each topic to record the topic as finished once the video is complete.
- Migrate preferences in Active Workspace
The Migrate preferences in Active Workspace section of the course provides training on how to export and import preferences using the Active Workspace Client (AWC) user interface and via the Command Line utility provided by Siemens called preferences_manager. This utility provides options for performing exports, imports, cleanup functions and other system level interactions with preferences. Learn how to use the utility and explore options you can use the utility for. The topics in this course can be supplemented by step by step instructions and other reference material found in the Active Workspace Administration document in the online help. Caution. The link provides access to the Siemens online help to aid in supplementing the lecture content. This link requires access to the Siemens Support Center and a Siemens Account. It is recommended to review the Documentation Links and Syntax blog post for more information. This material is not required for attendance. Each section and topic in the course contains recorded lecture content, tips and other notes to aid you in each use case. Make sure to click Complete at the end of each topic to record the topic as finished once the video is complete.
- Explore the Task Information Access Tab. Part 1/3
To complete this topic, watch the video and browse links and information related to the video content listed below the video. The links and information provided are supplemental to the video lecture and are not a requirement for completion, however it is highly recommended to review the material in the links. Tip. The links provide a direct link to the Siemens Solution Center online help, however a path to locate the material is provided for navigating to the local installation of the online help as well. For those users who do not have access to the online help, please review how to navigate to the specific topic in the locally installed documentation. Video Lecture Content Online Help Reference Material Click the links below to explore additional resources to aid in your understanding of the topic. If you are using this method, be sure to Sign In to the Siemens Solution Center webpage prior to clicking the link. Using Workflows Documentation The following link provides a review of workflows, how they are used and how to interact with them. The link is to the Workflows and Tasks document. The document contains usage examples and information regarding workflows in Active Workspace. Workflows and Tasks Some key topics in the Workflows and Tasks document include the following. Be sure to explore each section of the document in addition to the links presented. Task examples Workflow video gallery What are dynamic participants? Start a workflow Assign users to tasks Select a signoff team Working with tasks Viewing working progress (reports and history) Workflow configuration Workflow Designer for Active Workspace Documentation The following link provides access to the Workflow Designer for Active Workspace guide. This document contains information relating to using the Workflow Designer feature and administering workflows. Workflow Designer for Active Workspace Some key topics in the Workflow Designer for Active Workspace document include the following. Be sure to explore each section of the document in addition to the links presented. Before you begin Basic workflow template process Add tasks to a template Customize task paths Editing workflow templates Add filter conditions to templates Import workflow templates Modifying task behavior Local Documentation Topic Location The material (step by step instructions, and documentation overviews) is located the local installation of the online help. To locate the specific topics to review for this lecture, use the following path for reference. Note that for this topic set, there are a lot of individual nodes in the table of contents that will aid in learning in the local and online help. It is advised to refer to each one as you begin and get a feel for which sections of the document help the most for which areas. Workflow Designer for Active Workspace Workflows and Tasks The images (above) is an example of the Table of Contents in the Workflow Designer for Active Workspace, Workflows and Tasks, and Workflow Handlers documents provided by Siemens. This document can be located in both the online and local help documentation for reference.
- Explore Workflow Designer toolbar commands
To complete this topic, watch the video and browse links and information related to the video content listed below the video. The links and information provided are supplemental to the video lecture and are not a requirement for completion, however it is highly recommended to review the material in the links. Tip. The links provide a direct link to the Siemens Solution Center online help, however a path to locate the material is provided for navigating to the local installation of the online help as well. For those users who do not have access to the online help, please review how to navigate to the specific topic in the locally installed documentation. Video Lecture Content Online Help Reference Material Click the links below to explore additional resources to aid in your understanding of the topic. If you are using this method, be sure to Sign In to the Siemens Solution Center webpage prior to clicking the link. Using Workflows Documentation The following link provides a review of workflows, how they are used and how to interact with them. The link is to the Workflows and Tasks document. The document contains usage examples and information regarding workflows in Active Workspace. Workflows and Tasks Some key topics in the Workflows and Tasks document include the following. Be sure to explore each section of the document in addition to the links presented. Task examples Workflow video gallery What are dynamic participants? Start a workflow Assign users to tasks Select a signoff team Working with tasks Viewing working progress (reports and history) Workflow configuration Workflow Designer for Active Workspace Documentation The following link provides access to the Workflow Designer for Active Workspace guide. This document contains information relating to using the Workflow Designer feature and administering workflows. Workflow Designer for Active Workspace Some key topics in the Workflow Designer for Active Workspace document include the following. Be sure to explore each section of the document in addition to the links presented. Before you begin Basic workflow template process Add tasks to a template Customize task paths Editing workflow templates Add filter conditions to templates Import workflow templates Modifying task behavior Local Documentation Topic Location The material (step by step instructions, and documentation overviews) is located the local installation of the online help. To locate the specific topics to review for this lecture, use the following path for reference. Note that for this topic set, there are a lot of individual nodes in the table of contents that will aid in learning in the local and online help. It is advised to refer to each one as you begin and get a feel for which sections of the document help the most for which areas. Workflow Designer for Active Workspace Workflows and Tasks The images (above) is an example of the Table of Contents in the Workflow Designer for Active Workspace, Workflows and Tasks, and Workflow Handlers documents provided by Siemens. This document can be located in both the online and local help documentation for reference.
- Explore the Task Information Access Tab. Part 2/3
To complete this topic, watch the video and browse links and information related to the video content listed below the video. The links and information provided are supplemental to the video lecture and are not a requirement for completion, however it is highly recommended to review the material in the links. Tip. The links provide a direct link to the Siemens Solution Center online help, however a path to locate the material is provided for navigating to the local installation of the online help as well. For those users who do not have access to the online help, please review how to navigate to the specific topic in the locally installed documentation. Video Lecture Content Online Help Reference Material Click the links below to explore additional resources to aid in your understanding of the topic. If you are using this method, be sure to Sign In to the Siemens Solution Center webpage prior to clicking the link. Using Workflows Documentation The following link provides a review of workflows, how they are used and how to interact with them. The link is to the Workflows and Tasks document. The document contains usage examples and information regarding workflows in Active Workspace. Workflows and Tasks Some key topics in the Workflows and Tasks document include the following. Be sure to explore each section of the document in addition to the links presented. Task examples Workflow video gallery What are dynamic participants? Start a workflow Assign users to tasks Select a signoff team Working with tasks Viewing working progress (reports and history) Workflow configuration Workflow Designer for Active Workspace Documentation The following link provides access to the Workflow Designer for Active Workspace guide. This document contains information relating to using the Workflow Designer feature and administering workflows. Workflow Designer for Active Workspace Some key topics in the Workflow Designer for Active Workspace document include the following. Be sure to explore each section of the document in addition to the links presented. Before you begin Basic workflow template process Add tasks to a template Customize task paths Editing workflow templates Add filter conditions to templates Import workflow templates Modifying task behavior Local Documentation Topic Location The material (step by step instructions, and documentation overviews) is located the local installation of the online help. To locate the specific topics to review for this lecture, use the following path for reference. Note that for this topic set, there are a lot of individual nodes in the table of contents that will aid in learning in the local and online help. It is advised to refer to each one as you begin and get a feel for which sections of the document help the most for which areas. Workflow Designer for Active Workspace Workflows and Tasks The images (above) is an example of the Table of Contents in the Workflow Designer for Active Workspace, Workflows and Tasks, and Workflow Handlers documents provided by Siemens. This document can be located in both the online and local help documentation for reference.
- Explore the Task Information Properties Tab
To complete this topic, watch the video and browse links and information related to the video content listed below the video. The links and information provided are supplemental to the video lecture and are not a requirement for completion, however it is highly recommended to review the material in the links. Tip. The links provide a direct link to the Siemens Solution Center online help, however a path to locate the material is provided for navigating to the local installation of the online help as well. For those users who do not have access to the online help, please review how to navigate to the specific topic in the locally installed documentation. Video Lecture Content Online Help Reference Material Click the links below to explore additional resources to aid in your understanding of the topic. If you are using this method, be sure to Sign In to the Siemens Solution Center webpage prior to clicking the link. Using Workflows Documentation The following link provides a review of workflows, how they are used and how to interact with them. The link is to the Workflows and Tasks document. The document contains usage examples and information regarding workflows in Active Workspace. Workflows and Tasks Some key topics in the Workflows and Tasks document include the following. Be sure to explore each section of the document in addition to the links presented. Task examples Workflow video gallery What are dynamic participants? Start a workflow Assign users to tasks Select a signoff team Working with tasks Viewing working progress (reports and history) Workflow configuration Workflow Designer for Active Workspace Documentation The following link provides access to the Workflow Designer for Active Workspace guide. This document contains information relating to using the Workflow Designer feature and administering workflows. Workflow Designer for Active Workspace Some key topics in the Workflow Designer for Active Workspace document include the following. Be sure to explore each section of the document in addition to the links presented. Before you begin Basic workflow template process Add tasks to a template Customize task paths Editing workflow templates Add filter conditions to templates Import workflow templates Modifying task behavior Local Documentation Topic Location The material (step by step instructions, and documentation overviews) is located the local installation of the online help. To locate the specific topics to review for this lecture, use the following path for reference. Note that for this topic set, there are a lot of individual nodes in the table of contents that will aid in learning in the local and online help. It is advised to refer to each one as you begin and get a feel for which sections of the document help the most for which areas. Workflow Designer for Active Workspace Workflows and Tasks The images (above) is an example of the Table of Contents in the Workflow Designer for Active Workspace, Workflows and Tasks, and Workflow Handlers documents provided by Siemens. This document can be located in both the online and local help documentation for reference.
- Review the installation features for workflows
To complete this topic, watch the video and browse links and information related to the video content listed below the video. The links and information provided are supplemental to the video lecture and are not a requirement for completion, however it is highly recommended to review the material in the links. Tip. The links provide a direct link to the Siemens Solution Center online help, however a path to locate the material is provided for navigating to the local installation of the online help as well. For those users who do not have access to the online help, please review how to navigate to the specific topic in the locally installed documentation. Video Lecture Content Online Help Reference Material Click the links below to explore additional resources to aid in your understanding of the topic. If you are using this method, be sure to Sign In to the Siemens Solution Center webpage prior to clicking the link. Using Workflows Documentation The following link provides a review of workflows, how they are used and how to interact with them. The link is to the Workflows and Tasks document. The document contains usage examples and information regarding workflows in Active Workspace. Workflows and Tasks Some key topics in the Workflows and Tasks document include the following. Be sure to explore each section of the document in addition to the links presented. Task examples Workflow video gallery What are dynamic participants? Start a workflow Assign users to tasks Select a signoff team Working with tasks Viewing working progress (reports and history) Workflow configuration Workflow Designer for Active Workspace Documentation The following link provides access to the Workflow Designer for Active Workspace guide. This document contains information relating to using the Workflow Designer feature and administering workflows. Workflow Designer for Active Workspace Some key topics in the Workflow Designer for Active Workspace document include the following. Be sure to explore each section of the document in addition to the links presented. Before you begin Basic workflow template process Add tasks to a template Customize task paths Editing workflow templates Add filter conditions to templates Import workflow templates Modifying task behavior Local Documentation Topic Location The material (step by step instructions, and documentation overviews) is located the local installation of the online help. To locate the specific topics to review for this lecture, use the following path for reference. Note that for this topic set, there are a lot of individual nodes in the table of contents that will aid in learning in the local and online help. It is advised to refer to each one as you begin and get a feel for which sections of the document help the most for which areas. Workflow Designer for Active Workspace Workflows and Tasks The images (above) is an example of the Table of Contents in the Workflow Designer for Active Workspace, Workflows and Tasks, and Workflow Handlers documents provided by Siemens. This document can be located in both the online and local help documentation for reference.