Welcome to Solid Edge University
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1 #SEU15 Welcome to Solid Edge University Realize innovation.
2 Design Management with Solid Edge SP Why do I want a managed solution? Where does Solid Edge SP fit in? Seamless integration with Solid Edge Design Management Tools Page 2
3 Why do I want a managed solution? Page 4
4 Why do I want a managed solution? Solid Edge SP customer s perspective Quotes from Tech-Clarity White paper Managing Design Data with SharePoint Our strategy is to copy and repurpose designs to be more efficient to stop producing parts we have already made, a file system is not conducive to that (Tad Feinstein, Teledyne Energy Systems) Page 5
5 Why do I want a managed solution? Solid Edge SP customer s perspective Quotes from Tech-Clarity White paper Managing Design Data with SharePoint In an unmanaged environment it takes me a lot of time just to control the files, in a managed environment you can do double the work in the same time. (Marc Boom, Eurotech Benelux) Page 6
6 Why do I want a managed solution? Solid Edge SP customer s perspective Quotes from Tech-Clarity White paper Managing Design Data with SharePoint When you want to understand the impact of a revision you need to do a where-used and see what else is going to be effected. That takes ½ hour compared to ten seconds in a managed environment. (Theodore Turner, Theebo Tech) Page 7
7 Why do I want a managed solution? Solid Edge SP customer s perspective Page 8
8 Why do I want a managed solution? Solid Edge SP customer s perspective Find the data they need Share it with others, manage their design projects, Provide the correct data to manufacturing Spend less time on non-productive data management tasks There are many proven advantages to better managing your design data Wrong Part!! Page 9
9 Design Management with Solid Edge SP Why Solid Edge SP? Realize innovation.
10 PDM capabilities Solid Edge Data Management Scalable capabilities ENTERPRISE PLM Document Management Design Management Organization reach SharePoint SPLM Page 11
11 PDM capabilities Solid Edge Data Management Scalable capabilities TEAMCENTER Solid Edge SP Insight SharePoint SPLM Organization reach Page 12
12 Solid Edge Data Management Scalable capabilities Page 13
13 Positioning SharePoint solutions Document Management Insight.. SharePoint.. Insight Manage documents Manage properties Manage revisions at the document level Solid Edge SP Manage documents Manage properties with content types Manage revisions effecting all associated documentation Solid Edge SP Page 14
14 . Positioning SharePoint solutions Insight Manage access Search. SharePoint. Solid Edge SP. Insight Intelligent check in and out SharePoint permissions supported Production ready status Where used in draft and assembly Solid Edge SP Intelligent check in and out SharePoint permissions supported Status managed by workflows Where used extended to ECR, ECO, Project Page 15
15 Positioning SharePoint solutions. Page 16 Insight. SharePoint Part and Assembly visualization. Solid Edge SP. Insight Ability to send to Solid Edge or View and Markup Solid Edge files viewed in Web Part BOMs viewed in interactive Web Part Supports Revision Manager Solid Edge SP Ability to send to Solid Edge or View and Markup Solid Edge files viewed Pinned Preview/Property dialogs BOMs viewed in Relation Browser Supports Structure Editor
16 . Positioning SharePoint solutions Insight.. SharePoint Part Structure Business Objects. Insight NA Solid Edge SP Part structures manage revisions Revisions contain all applicable documents Business objects manage processes ECRs, ECOs, and Projects Solid Edge SP Page 17
17 Positioning SharePoint solutions. Insight.. SharePoint Workflows Relation Management Reports. Insight NA Solid Edge SP Workflows against Solid Edge files, projects, ECR/ECO Relations to projects and ECR/ECO easily maintained All relation types can be browsed in Web Client Project report, change report Solid Edge SP Page 18
18 Why Solid Edge SP? Multi-revision part structure Linked to engineering data OOTB Workflows Project Management / Change Management Page 19
19 Solid Edge ST8 Streamline your design management Solid Edge SP Seamless integration with Solid Edge as you know it Streamlined revisions with accurate where used knowledge Design management, not just product data management Page 20
20 Design Management with Solid Edge SP Seamless integration with Solid Edge - Demo Realize innovation.
21 Seamless integration with Solid Edge Search What is it? Efficiently locate Solid Edge SP content via configurable property-based searching Pre-configured searches and user saved searches Configurable search scope Supports wildcards and other standard search criteria Page 22
22 Seamless integration with Solid Edge Search Result List Configurable property columns Results can be filtered by type of content RMB to act directly on results Page 23
23 Seamless integration with Solid Edge Preview Mini Browser in Preview/Properties card Present all captured meta data Expanded the contents provides information about Part history All captured files Page 24
24 Seamless integration with Solid Edge File Open Visualizes part structure Offers revision rules Page 25
25 Seamless integration with Solid Edge Built-in data management commands Includes Checkin/Checkout Revise Where Used Page 26
26 Seamless integration with Solid Edge Where Used More comprehensive impact analysis Includes Engineering objects (where referenced) Checkout information Page 27
27 Seamless integration with Solid Edge Capture activities when they happen Accessing linked engineering data From Solid Edge Common Property dialog box (CPD) Link to projects, ECOs/ECRs, Carts Page 28
28 Design Management with Solid Edge SP Web Client Realize innovation.
29 Web Client Site Layout Page 30
30 Web Client Functionality Legend Landing Page Data Site Projects In-House Purchased Sandbox Documents Tool Site Web Part Carts Application Search Content Browser Relation Browser ECO/ECR Workflow Solid Edge Viewer Structure Editor Config Page 31
31 Pre-Configured Libraries Solid Edge SP organizes product and related data Landing Page In-House Purchased Sandbox Documents In-House All files related to the products / parts / components designed in-house Purchased All standard parts / components purchased from 3 rd party suppliers Sandbox Work on designs in an area isolated away from production data Documents All general documents and collateral related to products, processes, etc. Page 32
32 Design Management Tools Landing Page Solid Edge SP provides tools for applying business process to product data and related information Projects Carts Search ECO/ECR Workflow Config Manage data related to a project Shopping Cart for designers Find your Solid Edge parts Straight forward change management Access to all your workflows & tasks Administer Solid Edge SP tools and features Page 34
33 Design Management Tools ECR What is it? Lightweight container for all information related to the request for change of a part. Straight forward data collection Contains form describing the requested change and other related documents, images References the design data in question PRT / A ECR Link ECR-0006 Page 35 ECR-Form.docx
34 Design Management Tools ECO What is it? Container for all information related to an engineering change order We need to quickly identify all the documents associated with an Engineering Change ECR-0002 ECR-0005 ECO Link ECO-0003 PRT / F ECO-Form.docx Page 36 Markup.pcf
35 Design Management Tools ECO What is it? Container for all information related to an engineering change order Easy collection of Information Contains form describing the change order and other related documents, images References to the part or assembly in question ECR-0002 ECR-0005 ECO Link PRT / F Typically an ECO will roll up one or more change requests ECO-0003 ECOs carry status information ECO-Form.docx Page 37 Markup.pcf
36 Design Management Tools Change Management Simple task management + capturing intent + integration to SharePoint workflow Status Sharepoint Workflow ECO ECR Ready-to-use! SharePoint Issue List Page 38
37 Design Management Tools Workflows What is it? Selection of ready-to-use workflows act on the selected object and all referenced objects Quick-Release 2-Step Release Obsolete In Review In Approval In Review In Approval In Review In Approval Working Released Working Released Working Released Sandbox Obsolete Sandbox Obsolete Sandbox Obsolete Page 39
38 Design Management Tools Workflows Generate neutral formats These two handler are used to translate Solid Edge native (managed) files to other neutral file formats. DXF 2D drafts Part / Sheet metal files containing flat pattern. 3D PDF, STEP / STP and others Page 40
39 Design Management Tools Workflows Generate Signoff PDF The image below shows callout names to be used in the draft Page 41
40 Design Management Tools Projects What is it? Container to tie together assemblies and all related information that define a project. I need to be able to see the design work that is associated with a specific project and understand the status of the project ECO-0002 ECO-0003 Project Link PRJ-0015 PRT / A description.docx Budget.xslx Miscellaneous.zip Page 42
41 Design Management Tools Projects What is it? Container to tie together assemblies and all related information that define a project. Embed documents specific to the project Project budget, project form(s) ECO-0002 ECO-0003 Project Link PRT / A References any design data Parts, ECR s / ECO s PRJ-0015 description.docx Budget.xslx Miscellaneous.zip Page 43
42 Design Management Tools Projects Life Cycle Status Projects and contents have status Referenced objects can carry their own status Flexibility Multiple projects can reference same data No duplication of data between projects ECO-0002 ECO-0003 Project Link PRT / A PRJ-0015 description.docx Budget.xslx Miscellaneous.zip Page 44
43 Design Management Tools Carts What is it? Collection cart container that provides a simple and flexible method to group data PRT / D PRT / B Ad hoc method of collecting information Based on referenced data Can be used to define and design review packages Actions can be performed on the cart contents (Release, Create PCF, Transfer to active object, etc.) Cart manipulation - Add, Remove, Delete Page 45 Cart Link PRT / A CRT-0005 Collect Parts to review ECR s to approve Things to print
44 Design Management with Solid Edge SP Web Client - Demo Realize innovation.
45 Solid Edge SP Summary Complete design definition using a part structure Multi-revision, multi-file part data model Each part revision is a collection of closely related files: Solid Edge CAD file for 3D definition JT file for visualization and collaboration STEP/IGES file for import or export Word documents for specifications Part Part Revision Document Part Part / A Part / B Overcomes limitation of Windows folders and dispersed files Easy to see all the documents and revisions that define a design Page Part / C _C.par _C.dft _C.docx
46 Solid Edge SP Summary Visual approach to managing complex data Built-in project management Built-in ECR and ECO management Relation browser for dynamic visualization of data relationships Web browser for easy access Product structure editor for easy assembly configuration and BOM reporting Page 49
47 Other Data Management Topics of interest Today: 3:30 PM Design Management with Solid Edge SP Tomorrow: 8:00 AM HANDS ON: Solid Edge SP Streamlines Change Management 11:15 AM Update on ST8 Insight 12:00 PM What s New in Teamcenter Integration for Solid Edge 3:00 PM We are Listening Data Management Roundtable Ongoing Genius Bar: Solid Edge SP Test Drive Page 50
48 Solid Edge University Solid Edge SP Test Drive Experience Solid Edge SP for yourself! Visit the Genius Bar! We will introduce you to Solid Edge SP and you can then explore for yourself Complete a short survey Your survey will be entered into a drawing for a Microsoft Band! Winner announced at wrap-up session 4:15 pm Take a test drive and win a Microsoft Band! Test drive Solid Edge SP You could win a Microsoft Band! Page 51 Rules for the giveaway are available at: Solid Edge SP
49 Contact Michael Rothe van Deventer Product Manager Solid Edge SP 2600 Green Rd, Suite Ann Arbor Phone: +1 (734) micrvd Realize innovation. Page 52
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