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Agile Product Lifecycle Management Getting Started Guide
Release 9.3.4
E52154-03
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13 Working with Thumbnails

Thumbnails are displayed in Web Client; thumbnails are not displayed in Java Client.

13.1 What are Thumbnails?

In Agile PLM Web Client, thumbnails are small bitmap images or icons which represent attached files or URLs.

If the Thumbnails capability is enabled on your Agile PLM system, you have the

appropriate privileges, and your user profile settings are set to allow you to view thumbnails, you will be able to view thumbnails on the following tables and object tabs.

Table 13-1 Thumbnail availability by table and object tab

Thumbnails available from: Details

Search Results tables

Thumbnails are available in search results tables when you run a search for objects that display Thumbnails: Items, Manufacturer Parts, and File Folders.

Item objects

Title Block tab

BOM tab

Where Used tab

Attachments tab

Manufacturer Part objects

General Info tab

Attachments tab

File Folder objects

Title Block tab

Where Used tab

Design objects

Title Block tab

Structure tab

Where Used tab, includes both Attachments table and Design table.

Quick View palette

The Quick View palette of valid thumbnail objects also displays thumbnails.


The AutoVue view server generates Thumbnails. Thumbnails are automatically generated according to the Agile Administrator settings in the Viewer and Files node. Thumbnails can include structured file types, such as CAD models stored as Designs or DocuBOM structures.


Note:

If the Structure or BOM changes after the thumbnails have been generated, use the Regenerate function to generate the newly added structure or BOM items. See "Using the Thumbnail Navigator."

For valid image file types, the thumbnail is generated immediately when the file is attached in Agile PLM. Thumbnails are scaled directly from image files.

Standard file type icons are used for files where images are not useful. Some examples are listed below:

Table 13-2 Standard file type thumbnail icons

Thumbnails Details

URL thumbnail icon


This icon represents all URLs.

.txt file thumbnail icon


.txt file

Microsoft Excel file thumbnail icon


Microsoft Excel file

Microsoft Word file thumbnail icon


Microsoft Word file

Visual media file thumbnail icon


Visual media file


Special icons provide additional information about the thumbnail attachment. Some examples are listed below:

Table 13-3 Special thumbnail icons

Thumbnails Details

Unsupported file thumbnail icon


Either the file type is not supported for viewing, or the file type is supported for viewing but not supported for thumbnail generation in "Viewer and File Association" node, or not listed in the standard Icon settings.

The file count underneath the title block thumbnail also includes the files with N/A icons because they are valid files even though there are no valid thumbnails for those files.

No attachments thumbnail icon


The object has no attachments.

A blank thumbnail icon or a N/A thumbnail icon is displayed in the search results table when the only checked-in version of the file folder is Version 0

Thumbnail is being genertated thumbnail icon


The thumbnail is in the process of being generated by the view server.

Error condition thumbnail icon


An error condition exists, for example, the thumbnail generation AutoVue or primary file server is down.


13.2 Viewing Thumbnails in Search Results Tables


Note:

To view thumbnails in Agile PLM Web Client, the Thumbnails feature must be enabled in your Agile PLM system and your user profile Thumbnails preference must be set to On. If you have questions about your ability to view thumbnails, contact the Agile administrator.

When you run a search for objects that can include thumbnails, the search results table includes buttons that allow you to choose how you want to view thumbnails in the search results. The thumbnail view buttons appear at the top of the search results table:

Figure 13-1 Thumbnail view buttons, search results table

Thumbnail view buttons, search results table

Table 13-4 Thumbnail View buttons

Search results table Thumbnail View buttons Description

Thumbnail view button, standard view


Standard View

No thumbnails are displayed in the search results table.

Thumbnail view button, Thumbnail View


Thumbnail View

Thumbnails are displayed in the Thumbnails column in the search results table.

Available actions:

  • To open the Thumbnail Navigator, click a thumbnail.

  • To open an attachment file in the AutoVue for Agile, hover the cursor over a thumbnail and then click the file name button in the lower left corner of the thumbnail. The file opens in the viewer. URLs open in a new browser window.

Thumbnail column icon in search results


Thumbnails column header icon in search results table.

Thumbnail view button, Only Thumbnail View


Only Thumbnail View

Only thumbnails are displayed, allowing you to quickly identify the image you want.

Available actions:

  • To open the Thumbnail Navigator, click a thumbnail.

  • To open an attachment file in AutoVue for Agile, hover the cursor over a thumbnail and then click the file name button in the lower left corner of the thumbnail. The file opens in the viewer. URLs open in a new browser window.

  • To open the associated Agile object, click the number or description link below the thumbnail. The object opens in the content pane.


Your default search results table thumbnail view mode is determined by your user profile Search Display Mode preference setting: Standard, With Thumbnail, or Only Thumbnail. To change your default Search Display Mode, click the My Settings button in the left navigation pane menu to edit your Preferences tab.

Click the thumbnail – opens Thumbnail Navigator (Item and Manufacturer Part objects only)

Click the file name button (on hover) – use "Open" action (viewer or MIME type)


Note:

A blank thumbnail icon or a N/A thumbnail icon is displayed in the search results table when the only checked-in version of the file folder is Version 0. Any files associated with pending Version [1] become available to create a thumbnail only when Version [1] is checked-in. See also "Version-Specific Properties and File Folder Object Searches."

13.3 Viewing Thumbnails in Object Tab Tables


Note:

To view thumbnails in Agile PLM Web Client, the Thumbnails feature must be enabled in your Agile PLM system and your user profile Thumbnails preference must be set to On. If you have questions about your ability to view thumbnails, contact the Agile administrator.

Thumbnails can be viewed in the tables of the following tabs:

  • Items – BOM tab, Where Used tab, Attachments tab.

  • Manufacturer Parts – Attachments tab

  • File Folders – Where Used tab

  • Designs – Structure tab and Where Used tab (which includes two tables: Attachments and Design)

To toggle the tab table thumbnail view mode:

  • In the table More menu, choose Thumbnail View to display the table row object thumbnails in the Thumbnails column.

  • In the table More menu, choose Standard View to hide the Thumbnails column. No thumbnails are displayed in Standard View.

Table 13-5 Thumbnail tab icons

Thumbnail tab icon Description

Thumbnail column icon


Thumbnail column header icon appears in the object tabs where thumbnails are displayed.


To open an attachment file in the AutoVue for Agile:

  1. Hover the cursor over the thumbnail and then click the file name button in the lower left corner of the thumbnail. The file opens in the viewer. URLs open in a new browser window.

To open the Thumbnail Navigator (Item and Manufacturer Part objects only):

  1. Click the thumbnail.

Your default tab table thumbnail view mode is determined by your user profile Table Display Mode preference setting: Standard or With Thumbnail. To change your default Table Display Mode, click the My Settings button in the left navigation pane menu to edit your Preferences tab.

13.4 Viewing Thumbnails on Title Page and General Info Tabs


Note:

To view thumbnails in Agile PLM Web Client, the Thumbnails feature must be enabled in your Agile PLM system and your user profile Thumbnails preference must be set to On. If you have questions about your ability to view thumbnails, contact the Agile administrator.

On the item Title Block tab and the manufacturer part General Info tab, you can view the thumbnails for the object attachments.

To view additional thumbnails:

  1. Click the Next and Previous buttons under the thumbnail.

To open an attachment file in the AutoVue for Agile:

  1. Hover the cursor over the thumbnail and then click the file name button in the lower left corner of the thumbnail. URLs open in a new browser window.

To open the Thumbnail Navigator:

  1. Click the thumbnail.

Figure 13-2 Thumbnails on Title Page or General Into tabs

Title page with thumbnail display

Although a File Folder or a Design object may have multiple files added to the Files tab, on the Title Block tab, only the Master Thumbnail is displayed on the Title Block tab. By default, the Master Thumbnail is the first file added to the Files tab.

To change the Master Thumbnail:

  1. Click the Files tab to display it.

  2. In the Files table, select the file row you want.

  3. In the table More menu, choose Set Master Thumbnail.

    The Master Thumbnail icon in the Master Thumbnail row indicates the Master Thumbnail for the file folder or design object.


Note:

Only one thumbnail is displayed on the Title Block tab of each File Folder or Design object. No Thumbnail Navigator is available on the File Folder Title Block tab.

On the File Folder or Design Title Block tab, you can:

  • Replace a file – Select a file to use to create a new thumbnail, replacing the current thumbnail.

  • Regenerate thumbnails.

Table 13-6 File Folder object Thumbnail controls and icons

File Folder buttons and icons Description

Master thumbnail icon shows file folder master thumbnail


Master Thumbnail icon. Appears on the file folder object Files tab Master Thumbnail column to indicate the Master Thumbnail file for that file folder object.

Replace File button, File Folder object Title Block tab


Replace file button. Appears on the Title Block tab of File Folder objects and Design objects.

Regenerate button, file folder object Title Block tab


Regenerate thumbnails button. Appears on the Title Block tab of File Folder and Design objects.


13.5 Using the Thumbnail Navigator


Note:

To view thumbnails in Agile PLM Web Client, the Thumbnails feature must be enabled in your Agile PLM system and your user profile Thumbnails preference must be set to On. If you have questions about your ability to view thumbnails, contact the Agile administrator.

On the item Title Block tab and the manufacturer part General Info tab, you can view the thumbnails for the object attachments. The Thumbnail Navigator serves as a graphical Attachments tab, performing the common operations typically done on the Attachments tab in a simpler, graphical way.

The Thumbnail Navigator can also be opened from the item BOM and Where Used tabs, and Where Used tab of the File Folder and Design object.

To open the Thumbnail Navigator:

  1. Click the thumbnail.

    The Thumbnail Navigator dialog appears.

Figure 13-3 Thumbnail Navigator dialog

Thumbnail Navigator dialot

Note:

If the item or manufacturer part has no attachments, the blank thumbnail icon is visible on the Title Block (item) or General Info (manufacturer part) tab. Click the blank thumbnail icon to add an attachment file.

You can perform the following actions in the Thumbnail Navigator:

Table 13-7 Thumbnail Navigator buttons and actions

Button or action Description

Set as default check box

Choose the default thumbnail. Select the Set as default option for the file you want.

Only one file can be set as the default.

Add button, Thumbnail Navigator dialot


Add

Add a new attachment. The add process generates a thumbnail from the attachments, displays that thumbnail, and adds it to the end of the vertical list.

Remove Thumbnail/File button, Thumbnail Navigator dialog


Remove Thumbnail/File

Click to remove the attachment corresponding to the current thumbnail.

Replace thumbnail, Thumbnail Navigator dialog


Replace

Select a file to use to create a new thumbnail, replacing the current thumbnail.

Replace can be performed only with file types that are listed in the Directly Use These Thumbnail Image Types property of the Viewers and Files system settings in Agile Administrator. For more information, see Agile PLM Administrator Guide

Reload button, Thumbnail Navigator dialog


Reload

Resets the setting modifications in the currently opened Thumbnail Navigator. For example, modifications to Set as Default setting will be revert to original setting.

Regenerate button, Thumbnail Navigator dialog


Regenerate

Forces Agile PLM system of perform the action of re-generating the thumbnail image, according to the method defined by Agile Administrator. Also provides an undo action for the Replace action.

Drag and Drop

Drag and drop the thumbnails in the Thumbnail Navigator right pane to sort them into the desired order.

Display thumbnail in large view panel

Click small thumbnail image in vertical list in the right pane to display that thumbnail in the view panel in the left pane.

Open file in AutoVue for Agile

In the view panel, click the file name hyperlink below the thumbnail to launch AutoVue for Agile. The file opens in the viewer. URLs open in a new browser window.

X

Close Thumbnail Navigator

Click the X in the upper-right corner to close the Thumbnail Navigator and save the current thumbnail sequence order.


13.6 Viewing Thumbnails in the Quick View Palette

When you open an object in the Quick View palette, the default thumbnail is displayed in the palette.

No thumbnail actions are available in the Quick View palette.

13.7 Thumbnail User Privileges

The following list describes the user privileges necessary to view and modify thumbnails. The Agile administrator defines and assigns user roles and privileges. If you have questions about your ability to view and modify thumbnails, contact the Agile administrator.

  • View Thumbnails

    Requires Read privilege with Applied To property set to include the Thumbnail attribute on tabs where thumbnails appear, for example, Items.Title Block.Thumbnails.

  • Add, Remove, Replace, or Regenerate Thumbnails

    Requires Modify privilege with Applied To property set to include the Thumbnail attribute on tabs where thumbnails appear, for example, File Folders.Files.Thumbnail and Parts.Attachments.Thumbnail.


Note:

When defining privilege masks, the Thumbnail attribute is not considered a visible attribute. When selecting Applied To properties for Thumbnail attributes, deselect the Show visible attributes only check box. For detailed information about Agile roles and privileges, see Agile PLM Administrator Guide.