2018 Siemens PLM Connection. Welcome. Europe

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1 2018 Siemens PLM Connection Welcome Europe Realize innovation.

2 Teamcenter Variability Backbone Product Configurator & Rulestream Juergen Bauer - Teamcenter Product Management

3 Managing Product Variability 1 Why Product Configuration 2 Variability Solutions 3 Variant Matrix 4 Rulestream 5 What is the Teamcenter Configurator 6 7 What s new. Roadmap Page 3

4 The Business Problem: Managing Product Complexity Product complexity is increasing Customers demand greater individual choice Offer variety without driving up costs Many contributors to product definition Page 4 Complex network of features and constraints intertwined with product content Increased demand to visualize, validate and perform impact analysis for any (and across many) configurations

5 Variability Management product overview Standard products Configure-to-order High complexity Configure-to-order Engineer-to-order Variants Matrix Individual Variants TC Configurator Top-Level 150% CTO Configuration Rulestream Top-Level ETO Configuration Configure-to-Stock (CTS) Pre-defined set of variants managed downstream as individual products Manual BOM edits allowed for individual variants (Configuration results like BOM, BOP..) Page 5 Configure-to-Order (CTO) Option/feature management & part usage Rule authoring focused on logical part inclusion/exclusion rules Typically focused on BOM and BOP configuration CAD used for validation of complex configuration results Primary drivers of complexity include BOM solve performance (can be 10K+ orders/day) and managing large volumes of part usage rules Change and Effectivity management Engineer-to-Order (ETO) Engineering calculations and content generation (new part creation) Rule authoring focused on calculations and driving authoring tools for content generation (BOM and all related content) Bi-directional CAX integrations are critical Primary drivers of complexity include capture and execution of complex engineering/design calculations and integrations (client and server) to authoring tools

6 Variability Management product overview Standard products Configure-to-order High complexity Configure-to-order Engineer-to-order Variants Matrix Individual Variants TC Configurator Top-Level 150% CTO Configuration Rulestream Top-Level ETO Configuration Page 6

7 Variant Matrix BOM Manager: Concept (AWC 4.1/4.2) 100% Active workspace based. Quantity controls how many parts used in which variant Page 7

8 Variant Matrix Product Demo BOM Analyst BOM Analyst BOM Analyst Launch Product Line in Variant Matrix and view Variant BOMs Add new Parts to Product Line & update existing variant BOMs Create a New Product Variant & create Variant BOM Product Availability: First Release Dec 2018 Completion Release Spring 2019 Page 8

9 Variability Management product overview Standard products Configure-to-order High complexity Configure-to-order Engineer-to-order Variants Matrix Individual Variants TC Configurator Top-Level 150% CTO Configuration Rulestream Top-Level ETO Configuration Page 9

10 Rulestream What is Rulestream? A platform for capturing product-centric knowledge A set of tools for automating ETO Processes An environment for creating ETO products on demand Page 10

11 ETO Knowledge Capture Rulestream ETO Rule Execution Engine Authoring Tools CAD, CAM, CAE MS Office Visio, Word, Excel Domain Experts Rules & Facts Repository Legacy Systems of Record ERP Teamcenter CRM Page 11

12 ETO Knowledge Utilization Rulestream ETO Authoring Tools Bid Package Proposals Customer Requirements Rule Execution Engine Rules & Facts Repository CAD, CAM, CAE MS Office Visio, Word, Excel Legacy Tech Specifications Bid Drawings 3D Visualizations Engineering/Mfg. Package Detailed 3D models Manufacturing Drawings Analysis EBOMs, MBOMs Work Instructions Test Procedures Systems of Record ERP Teamcenter CRM Page 12

13 Rulestream Sample User Applications Page 13

14 Internationalization Unicode characters may now be used for: Creating Custom UI s End User (Engineer) data entry Architect data/rules entry Engineer, Unattended Engineer, Architect, User Manager Excludes (at this time): model services, thin client, offline sync server, priority scheduler, drawing productivity pack Rulestream system interfaces provided in: English (default) Chinese Japanese German Russian Spanish Italian Resource files available for translating system interfaces to languages that are not provided by Siemens out-of-the-box Page 14

15 Managing Product Variability 1 Why Product Configuration 2 Variability Solutions 3 Variant Matrix 4 Rulestream 5 What is the Teamcenter Configurator 6 7 What s new. Roadmap Page 15

16 Variability Management product overview Standard products Configure-to-order High complexity Configure-to-order Engineer-to-order Variants Matrix Individual Variants TC Configurator Top-Level 150% CTO Configuration Rulestream Top-Level ETO Configuration Page 16

17 Teamcenter Configurator Data backbone for variability Process Planning Manufacturi ng Product Planning Design System Eng. Design Part Master Manufacturing Delivery Service Service Single product configuration backbone to support the entire lifecycle from product planning to execution & service Separation of product variability definition from content applications Teamcenter Configurator Single Variant Backbone across all domains Enable visualization of any configuration of a product Multi-domain impact analysis Fully integrated with PLM change process and effectivity control Page 17

18 Teamcenter Configurator Repository for product variance planning and execution Separation of Configuration data from Content Central repository for Product Architecture, Configuration and Dictionary information Product Breakdown with Product -Line, -Model, -Variant planning level Feature Where Used Design impact Manufacturing impact Configure based on selected part Change Control for Phase-in and Phase-out processes of product features Page 18 Configure-2-order Drive re-use of configured content Role based interaction to support engineering evaluation, overlays or order management

19 Variability Planning Scoping Consume sub-set of Features from Dictionary Product Line Product Model for scoping and maximum reuse Manage product-specific rules and share rules with other products Leverage Product Lines and Summary Models and Features to simplify rule maintenance Authoring and Configuration activities leverage this scoping to present only relevant variability to user Dictionary Configurator Context Dictionary Product Line Product Model Page 19

20 Complexity Management Configurator Context: Rules Complexity Optimization using Rules such as default, exclusion, feasibility and inclusion Grid-based rule authoring UI to edit multiple rule types within a single view Configurator Constraints Filter / expand / collapse and improved usability makes it straightforward to manage a heterogeneous rules set, incl. operator support (=<>) Feature is Available Availability Rule Default Rule Exclusion Rule Inclusion Rule Calculation Feature is Default Feature is Excluded Feature is Included Include Function to calculate feature Page 20

21 Managing variability on a Hand Drill Product Line Page 21 Consumer 12V NiCd Right rotation only No torque control Speed On/Off Standard Chuck Semi-Professional 12V NiMh Left Right rotation Torque control Speed On/Off Standard Chuck Professional 18V NiMh Left Right rotation Torque control Speed Electronic Professional Chuck

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23 Product Configurator - Core Capabilities Variability shared across multiple content domains Page 23 Dictionary Company vehicles allocations E Product Line Vehicle X E Model LX E Rules / Constaints 3.0L V6 only in Region US Architecture Small Cars organize Configurator Context Passenger Cars E Feature Family Engine E Feature 1.8L 4 cyl E Feature 3.0L V6 Feature Family Region Has Variant Configuration Context E Feature EU E Feature US SVR (saved) Variant Rule Package Winter Pack E Summary All 4 cyl. engines Variable Product Requirements Variant Condition Variable Product BOM 150% ebom Part V V Variable Product CAD 150% CAD structure Item V V Variable Product Mfg Process Process V V

24 Embed or link demo movie Set to play full screen Teamcenter RAC (My Teamcenter & Structure Manager) Page 24

25 Embed or link demo movie Set to play full screen Teamcenter RAC (Structure Manager) Page 25

26 Managing Product Variability 1 Why Product Configuration 2 Variability Solutions 3 Variant Matrix 4 Rulestream 5 What is the Teamcenter Configurator 6 7 What s new. Roadmap Page 26

27 Saved Variant Rule Variant Criteria Enable historical tracking of saved configurations and order details (11.6) Key Features * Support for revision control Differentiate between user/system selections. Persist what rule date was used Persist what effectivity date was applied Persist what Revision / Status was used * Enhancements beyond current Saved Variant Rule Order Management/Solution Variant Capture Variant Criteria of an Order Coordinate changes to variant criteria with ERP Generate Solution Variant for a given variant criteria Compare criteria and impact to Solution Variant Variant Criteria Tracking Models/Variants Manage Configurations for tracking Models Effect in/out a configuration on a certain date Manage tracking model status Extend to capture content criteria Content applications will get extended to consume Variant Criteria alternative to Saved Variant Rule Select Variant criteria for content selection Page 27

28 Variant Criteria (TC 11.6) lifecycle your Saved Configurations Page 28

29 Positional Variability ( TC 11.6, NX12) configure specific positions of parts in a product assembly Ability to modify geometric position of designs in a design assembly Before: every possible position requires separate BOM line occurence Now: Dynamic Variable Positioning NX Expression based Positional Variability Use case requires: - Calculation - Positioning - Solution Variant (to save result) Page 29

30 ERP / Order Management Integration Options Create Solution Variants for Product and Assemblies in Teamcenter and these pre-defined send 100% results to ERP Integrate Teamcenter in your Order Management Process and send 100% results to ERP for every Orders Synchronize your Configuration knowledge to downstream Configurator in ERP Page 30

31 Solution Variant (Variant Item Replacement) create, manage and update persistent Item and structure for a defined set of variants Persist Configured Variant for an Order Persist Assembly for Order or Saved Configuration Manage and Reuse solution variants Create multiple level solution variant structure, with minimal user interaction Validate and synchronize managed and reuse solution variants Update Solution variant or associated criteria Page 31

32 Use Case Variant Criteria F1=x F2=y F3=z create apply asign Configurable Source (150% Variable Content) Configured Source (100% Variant Configuration) (Feature selections applied to variable source to configure) Solution Variant (persistent variant with own structure) Configurator Context F1, F2, F3 V (Managed) V V Apply V V V Create / Update SV New ID (Solution Variant) Feature Selections + Rev Rule / Eff create Subset Criteria F3=z asign Already Invariant Assy Configurator Context (Subset) F3=z Page 32 (Reuse) V V update A Property mapping V V Search Existing Variant Create / Update SV Reuse New ID (SV) + Exp Feature Selections + Rev Rule / Eff

33 Solution Variant Product Demo Configurator Owner BOM Analyst / Order Engineer Configurator Owner Setup Configurator for Solution Variant Create Solution Variant multi level Update Solution Variants Page 33 Product Availability: TC Nov. 2018

34 Integration Options Create Solution Variants for Product and Assemblies in Teamcenter and these pre-defined send 100% results to ERP Integrate Teamcenter in your Order Management Process and send 100% results to ERP for every Orders Synchronize your Configuration knowledge to downstream Configurator in ERP Page 34

35 Teamcenter Config. Work with ERP (mbom in TC) Product Order Config.Context apply Feature Team center solve E-Bom (150%) M-Bom (150%) BOP (150%) send Low complex interface share only 100% information share OOTB OOTB ERP Product Order apply/solve O-Bom (100%) BOP (100%) Page 35

36 Integration Options Create Solution Variants for Product and Assemblies in Teamcenter and these pre-defined send 100% results to ERP Integrate Teamcenter in your Order Management Process and send 100% results to ERP for every Orders Synchronize your Configuration knowledge to downstream Configurator in ERP Page 36

37 Teamcenter Config. Work with ERP (mbom in ERP) E-Bom (150%) Config.Context Team center OOTB Feature!!! ERP Config.Profile High complex interface share complex Rule construct ERP Charact. Product Order E-Bom (150%) M-Bom (150%) BOP (150%) Page 37 ebom-mbom Alignment will lose possibility to Visualize feed digital production apply/solve O-Bom (100%) BOP (100%)

38 Managing Product Variability 1 Why Product Configuration 2 Variability Solutions 3 Variant Matrix 4 Rulestream 5 What is the Teamcenter Configurator 6 7 What s new. Roadmap Page 38

39 Full Screen Configurator in Active Workspace Use full screen Configurator for high visual experience: Thumbnails, images for features Flexible use of tabs, groups sections Summary Flexible settings Rich user feedback Follow Role based approach: Engineering (embed in RAC and CAD) Sales (intuitive) Order Management (integrated) Active Workspace 4.2 keep track Page 39

40 Product In Product - Modularity Product In Product Define a reusable module boundary where each module s variability is fully encapsulated/self contained. Allow module to be used within the same product or different product. Provide suggestions to user for the potential solutions Page 41

41 Order Management with Product Configurator 2019 (12.x) Provide Order object data model that customers can build upon Foundation for interactive and batchsolve Supports stand-alone (orders originating in Teamcenter) or via integration to ERP or other sales/order entry system where orders originate Customer Order Order Management Order Specification (optional) Customer Order Line Item(s) Configuration Criteria (optional) Line Item Specification (optional) Line Item Delivery Package Page 42 Solution Variant (Item)

42 Supporting the IT Variant Landscape PLM CPQ E-Commerce - ERP BOM 150% EBOM / MBOM 100% OBOM Product Content Teamcenter Product Development Full Teamcenter production site Configurator Features, Rules, Product Lines Teamcenter Sales Support Snapshot of configurator features and rules BOM, technical data (3D, drawings, etc.) Multi-site TC Instance with only sales rel. data Sales features Configured Sales BOM 3D visualization, drawings, etc. Selected products Selected options E-Commerce / CPQ Customer-facing Guided Configuration Quotations Geometry / Visualization of Configured Product Order BOM and/or MBOM Order header 100% OBOM ERP Customer Master Data Pricing / Costs Pricing Information, Customer data, Lead times Supplier Data Logistical Data Orders Order information Page 43

43 Supporting the IT Variant Landscape (TC 12.2+) Microservice self contained deployed Product Knowledge Teamcenter Product Development E-Commerce / CPQ BOM 150% EBOM / MBOM 100% OBOM Product Content Configurator Features, Rules, Product Lines CRS Configurator Microservice Snapshot of configurator features and rules Sales features Customer-facing Guided Configuration Quotations Full Teamcenter production site Selected products Selected options Order BOM and/or MBOM Order header 100% OBOM ERP Customer Master Data Pricing / Costs Pricing Information, Customer data, Lead times Supplier Data Logistical Data Orders Order information Page 44

44 Configuration of Remote Data Enable remote systems to leverage AW (or another thin client) to: Configuration of Remote Data View variability from Configurator Configure content Author Variant Conditions on content Eliminate need to persist features and variant conditions in remote system Example shows scenario with Mentor as a consuming application for Configuration based on Teamcenter Page 45

45 Mentor Capital Common Knowledge Base drives Electrical / Electronic Assets Common Configurator knowledge base (features + contraints) drives configuration of functional assets in Teamcenter and Mentor Configure Mentor Assets from Configurator Knowledge Base Variability qualification is automatic as additional levels of design fidelity are authored Allowable configurations are analyzed for cost, weight, and other parameters System calculates optimized number of electrical wire harness configurations needed to balance cost, reuse, and giveaways Page 46

46 ecad Integrated Cycle Page 47

47 BOM Driven Configuration and Overlay Analysis Valid Overlays only configure based on Selection BOM Content Qualification and Configuration Grid-based authoring of Variant Conditions for BOM usages Validation of variant expressions Interactive feature selections and content configuration Configure and visualize multiple overlayed configurations Page 48

48 Product Line Engineering: Configurator for Systems Configuration and Wire Harness Optimization

49 Systems Engineering Configure Active Safety System Grid-based authoring of Variant Conditions for Systems Engineering Assets Configure Systems Engineering Assets for Program Qualify Core Engineering breakdown and apply to Program configurations Apply configuration and view configuration results in Tree, Table, or Architecture diagramming views Page 50

50 Why Teamcenter Product Configurator? Single repository for all product variability data like features, rules, externalized from structure Intuitive and simple UI for product and feature definition as well as table based rule authoring Single system for planning and execution connects product management decisions on feature offerings directly to the engineering process Consistent configuration management with effectivity for features, constraints, and content Real-time 3D visuals available for any configuration - available to any user in the process Support for complete continuum of Configure to Order and Engineer to Order products Variability backbone enables centrally managed Configurator knowledge base to be leveraged across the Teamcenter suite and for external apps Page 51

51 Your feedback is important! Comment on Configurator Blog: iemens.com/t5/teamcenter- Blog/Introducing-Teamcenter- Product-Configurator-for-Variability Page 52

52 CPQ partnering Add Your Screenshot to Layer Below Laptop Screen Page 53

53 Juergen Bauer Teamcenter Product Management Variability Management

54 Thank you.