Teamcenter Rapid Start

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Elizabeth Green
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1 Realize innovation.

2 The PDM Challenge Navigating the path to success Where do you start? Where will you go next? How fast can you get there? What will it cost? Page 3

The Importance of Preconfigured PDM Start quickly and achieve benefits rapidly Implementing [PDM] software without significant modifications helps companies achieve benefits more rapidly

3 The Importance of Preconfigured PDM Start quickly and achieve benefits rapidly Implementing [PDM] software without significant modifications helps companies achieve benefits more rapidly get up to speed quickly and then grow from there to gain further benefits. Tech-Clarity Insight: The Business Value of Product Data Management, Achieving Rapid and Extendable Benefits Page 4

Preconfigured PDM Delivers Rapid Results Weir Valves & Controls We keep our PDM as vanilla as possible to keep it simple, very little has been changed from the standard

4 Preconfigured PDM Delivers Rapid Results Weir Valves & Controls We keep our PDM as vanilla as possible to keep it simple, very little has been changed from the standard [realising] reduction in engineering errors, efficiency, [and] time savings through not having to search for data. Jonathan Mills, Engineering Manager Weir Valves & Controls Page 5

5 Benefits Fast, preconfigured PDM deployment Simple and fast to install, set up and deploy High-value, preconfigured based on best practices Minimal IT expertise required to operate and support Realise benefits quickly for a fast return-on-investment Page 6

Vision Implement PDM quickly and cost-effectively Control data and processes Realise the value of PDM Single source of product data optimises everyday tasks

6 Vision Implement PDM quickly and cost-effectively Control data and processes Realise the value of PDM Single source of product data optimises everyday tasks and reduces errors and re-work Simple process execution ensures quality and repeatability Multi-CAD data management streamlines collaboration and reuse Page 7

7 Essential PDM Preconfigured PDM delivers faster deployment, lower cost of ownership Multi-CAD and ECAD Data Management Document Management Simple Process Management Preconfigured Roles and Functionality Platform and Deployment Specific MCAD and ECAD integrations Multi-CAD data management and design-in-context Intelligent part numbering Design BOM management Data exchange Standardised document management Microsoft Office integration Preconfigured and custom report, query and search Basic workflow capabilities Preconfigured workflows and status Office workflow integration Simple engineering change management Preconfigured organisation of groups and roles Common rolebased functionality Shop floor viewer CAD-neutral visualisation Collaborative design review tools Translation services Codeless configuration Fast installation Active Workspace Page 8

8 Essential PDM Preconfigured PDM delivers faster deployment, lower cost of ownership Multi-CAD and ECAD Data Management Document Management Simple Process Management Preconfigured Roles and Functionality Platform and Deployment Specific MCAD and ECAD integrations Multi-CAD data management and design-in-context Intelligent part numbering Design BOM management Data exchange Standardised document management Microsoft Office integration Preconfigured and custom report, query and search Basic workflow capabilities Preconfigured workflows and status Office workflow integration Simple engineering change management Preconfigured organisation of groups and roles Common rolebased functionality Shop floor viewer CAD-neutral visualisation Collaborative design review tools Translation services Codeless configuration Fast installation Active Workspace Page 9

Multi-CAD data management Best-in-class integrations Find, reuse and share data across a multi-cad design chain Manage, share and reuse MCAD design data Single view of product data, along

9 Multi-CAD data management Best-in-class integrations Find, reuse and share data across a multi-cad design chain Manage, share and reuse MCAD design data Single view of product data, along with engineering processes and status CAD-neutral visualisation to share designs beyond CAD authoring tools Manage product structure to accurately represent all product configurations Page 10

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codification / cataloguing process Automate codification of product/part numbers

11 Multi-CAD data management Intelligent part numbering Standardise intelligent part numbering to meet your business requirements Enforce standardised company codification / cataloguing process Automate codification of product/part numbers List of values provides rapid selection and standardisation Preconfigured templates and entries Page 12

12 Multi-CAD data management Intelligent part numbering (example) Units Europe China Department Americas Asia-Pacific Body Shop Paint Shop ID range = Make Buy ID range = APBS3005 Page 13

13 Demo Video: Intelligent Part Numbering Page 14

access to 2D / 3D data generated in other tools Standard workflows for design release and engineering change

14 Multi-CAD data management Solid Edge integration PDM transparent to users with product structure and attribute mapping Embedded Active Workspace provides intuitive access to PLM functions Design in context access to 2D / 3D data generated in other tools Standard workflows for design release and engineering change Save Solid Edge parts/assemblies to JT for integrated visualisation / mark-up Enable remote users with high latencies Page 15

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Bi-directional synchronisation of properties Capture assembly relationships to create product structures Save part and

16 Multi-CAD data management NX integration Streamline and automate everyday NX development tasks and processes Embedded Active Workspace provides intuitive access to PLM functions Create and edit parts, drawings, assemblies and presentations Bi-directional synchronisation of properties Capture assembly relationships to create product structures Save part and assembly models to JT for integrated visualisation and mark-up Reduced overhead to enable remote users with latencies up to 300msec Page 17

Multi-CAD data management Design BOM management BOMs can be created and shared early to improve accuracy and reuse CAD assembly structure is automatically captured Product structure can be

17 Multi-CAD data management Design BOM management BOMs can be created and shared early to improve accuracy and reuse CAD assembly structure is automatically captured Product structure can be manipulated in PDM, e.g., adding non-graphic parts Changes made in product structure are reflected in CAD system* Configure products by revision rule based on status and effectivity Graphically view, navigate and markup the product structure Page 18 *capability varies based upon CAD tool

Packaged, managed review and collaboration tools; structure search/filter Collection, package (.

18 Multi-CAD data management Data exchange Customers and suppliers can participate in controlled design reviews Visualisation, analysis and mark-up reduce errors and improve communication Packaged, managed review and collaboration tools; structure search/filter Collection, package (.pcf,.zip), export/import Item/revision and dataset creation No direct connection to Teamcenter required Page 19

19 ECAD data management Best-in-class integrations Manage, control and share ECAD data across entire design PCB design tools from Altium, Cadence and Mentor Teamcenter Wire harness design tools from EPLAN, Mentor and Zuken Page 20

ECAD data management Board Layout Uniform ECAD data management across tools and locations Vendor/Tool

Station Yes Yes SCH/PCB Mentor PADS Yes Yes PCB Mentor Xpedition Yes Yes SCH/PCB Altium Designer Yes Yes*

20 ECAD data management Board Layout Uniform ECAD data management across tools and locations Vendor/Tool Design Library Visualisation Cadence Allegro Yes Yes SCH/PCB Cadence OrCAD Yes Yes* SCH Mentor Board Station Yes Yes SCH/PCB Mentor PADS Yes Yes PCB Mentor Xpedition Yes Yes SCH/PCB Altium Designer Yes Yes* PCB Manage versions/revisions; schematic, layout, variants, IDF/IDX, BOM, visualisation, fabrication, assembly, etc. Open/Close, Save/Check-in design & derived data Control access/authorisations Execute workflows & manage/track release status Define/trace relationships between design objects Search and find the right design data Page 21

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ECAD data management -- Parts library management Reduce part

Vendor/Tool Library Footprint & Symbol Attributes Cadence

Component/ Attribute Data Cadence Allegro ADW Yes/Gateway

Station & PADS Yes/Gateway Yes Yes Mentor Xpedition Yes/Gateway

libraries; synchronise for ECAD tool access Establish

and approval process Initiate structured new part and change

and duplicate parts; identify where used Link to supplier data

22 ECAD data management -- Parts library management Reduce part costs establish accurate and consistent parts libraries Vendor/Tool Library Footprint & Symbol Attributes Cadence Allegro Yes/Gateway Yes Yes ECAD symbol ECAD footprint Component/ Attribute Data Cadence Allegro ADW Yes/Gateway metadata Yes Cadence OrCAD Yes/Gateway No Yes Mentor Board Station & PADS Yes/Gateway Yes Yes Mentor Xpedition Yes/Gateway No Yes Altium Designer Yes/Gateway No Yes Import from existing libraries; synchronise for ECAD tool access Establish RosettaNet or other classification Control selection, change and approval process Initiate structured new part and change part requests; track/monitor status Eliminate inconsistencies and duplicate parts; identify where used Link to supplier data to establish preferred/approved status Link to substance compliance data for environmental initiatives Page 23

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ECAD data management Collaborate across domains Keep design data in sync across domains ECAD MCAD

0 (EDMD) design data exchange across domains 2 Incremental, accept/reject changes, change history,

leverage in CAE simulation and analysis; thermal, vibration, etc.

24 ECAD data management Collaborate across domains Keep design data in sync across domains ECAD MCAD Teamcenter Single item for part representations 1 ECAD: footprint, symbol / MCAD: 3D view (i.e., PRT and JT) Common and specific ECAD or MCAD attributes IDX 3.0 (EDMD) design data exchange across domains 2 Incremental, accept/reject changes, change history, change notes Issue management: reference to design, status, notifications, review processes Share and leverage in CAE simulation and analysis; thermal, vibration, etc. 1 ECAD and MCAD integrations support items as part type 2 MCAD/ECAD tool dependent Page 25

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collaboration Query/investigate design from

tools Search and navigate the design Mark-up

annotations Compress verification and debug

schematic and PCB layout Graphically compare

26 ECAD data management Collaborate across contexts and functions Minimise design and manufacturing delays share data in an appropriate context In-context visual collaboration Query/investigate design from a familiar context View data from multiple tools Search and navigate the design Mark-up issues with language specific standard annotations Compress verification and debug time View, highlight and cross-probe schematic and PCB layout Graphically compare design data Capture and share required changes for faster release Page 27

27 ECAD data management Validation and readiness for manufacturing Minimise manufacturing delays identify design/manufacturing issues early Design for Assembly/Test PCB assembly/test rule analysis User-configurable parameters Graphical display of violations Multiple measurement and investigation utilities Reduce scrap, cost and rework Identify assembly/test issues early Reduce manufacturing costs Page 28

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29 ECAD data management Validate for release to manufacturing Common ECAD/MCAD bill-of-materials for accurate release packages Common BOM ECAD & MCAD tools read/write to a common BOM Enables 3D visualisation of product assembly BOM compare Validate changes, identify and reconcile differences BOM grading Establish user-definable criteria Score quality/completeness based on your criteria Page 30

30 Essential PDM Preconfigured PDM delivers faster deployment, lower cost of ownership Multi-CAD and ECAD Data Management Document Management Simple Process Management Preconfigured Roles and Functionality Platform and Deployment Specific MCAD and ECAD integrations Multi-CAD data management and design-in-context Intelligent part numbering Design BOM management Data exchange Standardised document management Microsoft Office integration Preconfigured and custom report, query and search Basic workflow capabilities Preconfigured workflows and status Office workflow integration Simple engineering change management Preconfigured organisation of groups and roles Common rolebased functionality Shop floor viewer CAD-neutral visualisation Collaborative design review tools Translation services Codeless configuration Fast installation Active Workspace Page 32

31 Document management Standardised features Create and manage documents in conjunction with product development Integrate Adobe.PDF for view and markup Attribute synchronisation between PDM and documents Batch printing with watermark Page 33

32 Document management Microsoft Office integration Familiar, easy access to PDM for any user, from any Office application Author standardised documents using familiar Microsoft Office applications Associate Microsoft Office tasks with Teamcenter PDM operations Use common file management features with Microsoft Office files Manage Microsoft Office template files in Teamcenter Page 34

$Document management Printer configuration Launch utility by navigating %TC_ROOT%\install\tcrs_co nfigurations\printerconfig Configure server printers for batch printing Dispatcher Server and Render$

33 Document management Printer configuration Launch utility by navigating %TC_ROOT%\install\tcrs_co nfigurations\printerconfig Configure server printers for batch printing Dispatcher Server and Render Document for Rich Client features are pre-requisite to run Printer Configuration utility Utility helps to configure printers installed on your machine Run Print Configuration utility Select Printer, input Dba User Name and Password Then Deploy Page 35

Document management Reports Preconfigured and custom reports

accurate, upto-date product data Preconfigured reports include:

product cost rollup, and basic weight rollup Report type, subject

34 Document management Reports Preconfigured and custom reports generated automatically from PDM Generate reports based on accurate, upto-date product data Preconfigured reports include: Part change history, change report, bill of material, basic product cost rollup, and basic weight rollup Report type, subject data and output format are specified using wizards Formatted report sent to MS Excel Page 36

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Document management Simple search End users can intuitively find the information they need Simple search on business objects and their properties Preconfigured and user defined searches

36 Document management Simple search End users can intuitively find the information they need Simple search on business objects and their properties Preconfigured and user defined searches Searches are stored for easy retrieval and modification of search criteria Search from the rich client, web client, CAD and Microsoft Office Save commonly used searches for repeatability Page 38

37 Essential PDM Preconfigured PDM delivers faster deployment, lower cost of ownership Multi-CAD and ECAD Data Management Document Management Simple Process Management Preconfigured Roles and Functionality Platform and Deployment Specific MCAD and ECAD integrations Multi-CAD data management and design-in-context Intelligent part numbering Design BOM management Data exchange Standardised document management Microsoft Office integration Preconfigured and custom report, query and search Basic workflow capabilities Preconfigured workflows and status Office workflow integration Simple engineering change management Preconfigured organisation of groups and roles Common rolebased functionality Shop floor viewer CAD-neutral visualisation Collaborative design review tools Translation services Codeless configuration Fast installation Active Workspace Page 39

38 Process management Basic workflow Streamline product development by automating and synchronising Review, comment and approve/reject parts and documents Customised workflow process to accommodate business processes Capture and audit date and timestamp information Manage cross-functional review teams (notifications, quorums, etc.) Page 40

Development Release 60 - Production Release 90 - Obsolescence Process Quick

39 Process management Preconfigured workflows/status Workflows based on best practices reduce development cycle times Preconfigured workflows: 30 - Development Release 60 - Production Release 90 - Obsolescence Process Quick Release Change Status Preconfigured statuses: Development Release Production Release Obsolete Page 41

Process management MS Office workflow integration Initiate a

Integrate and sign off on Teamcenter workflows within

Microsoft Outlook, including email Send / Compose email with

40 Process management MS Office workflow integration Initiate a document review/approval from within MS Office applications Integrate and sign off on Teamcenter workflows within Microsoft Office Teamcenter tasks/workflows leverage Microsoft Outlook, including Send / Compose with Teamcenter data attached Store / Link important s into Teamcenter Page 42

41 Process management Engineering change management Preconfigured with entry-level engineering change management An Engineering Order process that includes Change Request and Change Order steps An Engineering Order item that includes request form, engineering order form and folders for associated data Page 43

42 Essential PDM Preconfigured PDM delivers faster deployment, lower cost of ownership Multi-CAD and ECAD Data Management Document Management Simple Process Management Preconfigured Roles and Functionality Platform and Deployment Specific MCAD and ECAD integrations Multi-CAD data management and design-in-context Intelligent part numbering Design BOM management Data exchange Standardised document management Microsoft Office integration Preconfigured and custom report, query and search Basic workflow capabilities Preconfigured workflows and status Office workflow integration Simple engineering change management Preconfigured organisation of groups and roles Common rolebased functionality Shop floor viewer CAD-neutral visualisation Collaborative design review tools Translation services Codeless configuration Fast installation Active Workspace Page 45

new item Create a document Company-wide processes Initiate an approval process Review an

43 Preconfigured roles and functionality Groups, roles and common tasks Preconfigured roles and processes, with appropriate access permissions, applied to everyday tasks Individual tasks Add a new item Create a document Company-wide processes Initiate an approval process Review an engineering change order Group tasks Create an engineering change order Exchange data with a customer or supplier Page 46

44 Preconfigured roles and functionality Shop Floor Viewer Improve collaboration between design and manufacturing Preconfigured option targeted at shop floor use cases to show only release data Find, view, measure and print 2D and 3D documents Page 47

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46 Essential PDM Preconfigured PDM delivers faster deployment, lower cost of ownership Multi-CAD and ECAD Data Management Document Management Simple Process Management Preconfigured Roles and Functionality Platform and Deployment Specific MCAD and ECAD integrations Multi-CAD data management and design-in-context Intelligent part numbering Design BOM management Data exchange Standardised document management Microsoft Office integration Preconfigured and custom report, query and search Basic workflow capabilities Preconfigured workflows and status Office workflow integration Simple engineering change management Preconfigured organisation of groups and roles Common rolebased functionality Shop floor viewer CAD-neutral visualisation Collaborative design review tools Translation services Codeless configuration Fast installation Active Workspace Page 49

Platform and deployment CAD-neutral visualisation Perform collaborative design reviews without direct access to CAD Dynamic viewing of 2D and 3D CAD

47 Platform and deployment CAD-neutral visualisation Perform collaborative design reviews without direct access to CAD Dynamic viewing of 2D and 3D CAD designs from any source 3D visualisation includes measurement, dimensioning and cross-sectioning Interactive 2D and 3D mark-up and redlining Page 50

NX/SE draft to PDF, CGM, HPGL, TIFF 3D translation SE, NX, I-deas to JT; CAD-x to JT (CATIA, SolidWorks, AutoCAD,

48 Platform and deployment Translation services Streamline and automate everyday tasks to translate designs/documents Preconfigured translation services module enables ondemand, batch or workflow-driven translation 2D translation NX/SE draft to PDF, CGM, HPGL, TIFF 3D translation SE, NX, I-deas to JT; CAD-x to JT (CATIA, SolidWorks, AutoCAD, Inventor, Pro/E); SE to STEP, IGES, STL, X_T, Document translation MS Office to PDF Single file, BOM translation Page 51

Platform and deployment Installation and setup Single installation kit for Teamcenter and Teamcenter Rapid Start configuration Choosing the Teamcenter Rapid Start option installs and

49 Platform and deployment Installation and setup Single installation kit for Teamcenter and Teamcenter Rapid Start configuration Choosing the Teamcenter Rapid Start option installs and configures: Server database, default file volume Rich client and Web client Online help collection Preconfigured PDM database including workflows, users, groups, roles, item types, and reports Page 52

50 Platform and deployment Extended platform support Leverage the flexibility of Teamcenter to improve deployment, maintenance, and usability. Full Teamcenter browser support (IE, Mozilla Firefox) Full Teamcenter web server support (WebLogic, WebSphere, JBoss) Over-the-web (OTW) installer for Rich Client SSO support Support for Active Workspace Page 53

Platform and deployment Codeless configuration Wizard-based

Supports key use cases: Create Item Type Add/Modify/Change

Synchronise attributes Manage external application files

51 Platform and deployment Codeless configuration Wizard-based BMIDE codeless configuration for future evolution/support Supports key use cases: Create Item Type Add/Modify/Change Attributes Configure Item (Part No, Business Rules, ) Synchronise attributes Manage external application files Attribute mapping for importing data AVI-based user instructions Page 54

Platform and deployment -- Extend to Teamcenter Grow from PDM to PLM as needs grow Common installation kit for Teamcenter and Rapid Start Easily expand Rapid

52 Platform and deployment -- Extend to Teamcenter Grow from PDM to PLM as needs grow Common installation kit for Teamcenter and Rapid Start Easily expand Rapid Start to Teamcenter and add on modules Keep Rapid Start preconfigurations including workflows, users, groups, roles, item types and reports as you move forward Page 55

53 Expand to Teamcenter - Video Page 56

Start with PDM and grow over time One solution, PDM to PLM, to meet the needs of small to medium sized businesses Start with preconfigured PDM then tailor to your business needs No limit to expand to

54 Start with PDM and grow over time One solution, PDM to PLM, to meet the needs of small to medium sized businesses Start with preconfigured PDM then tailor to your business needs No limit to expand to the full range of Teamcenter capabilities Schedule management Requirements management Change management Advanced BOM management Supplier integration Service lifecycle management / MRO and more Page 57

High-value, preconfigured solution based on proven best

55 Essential PDM Fast PDM deployment Better control of product data Simple and fast to install, set-up, operate, support High-value, preconfigured solution based on proven best practices Realise benefits quickly for a fast return on PDM investment Page 58

56 Thank you. Restricted Siemens AG 2017 Realize innovation.

Teamcenter Rapid Start

Teamcenter Rapid Start Specifications for a preconfigured PDM deployment Benefits Simplifies common tasks Controls and shares mechanical (MCAD) and electronic (ECAD) data Collaborate on MCAD designs using