Best practice PDM Anders Bank Petersen
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1 Best practice PDM 2017 Anders Bank Petersen
2 Whats New 2017 Lean Engineering, With Naviate
3 WHAT S NEW IN 2017 Securety Effective permissions Flexibility New flexible management licenses Usability Copy Design, Save As, Insert, Integrations Factory Design Suite integration Administration Installation and passwords
4 Security
5 SECURITY Merge permissions Roles, Objects and Life Cycles Access control across departments Permissions setup simplification
6 SECURITY New permits grid Effective permissions Security propagation
7
8 Flexibility
9 NEW LICENSING Client license Without a license server New management model Multiple user subscription Single user subscription Client Licenses status License type and Status from Vault explorer
10 NEW PROCUREMENT METHODS Flexibility in purchasing Vault * Single user subscription Multi-user subscription Token Flex (Autodesk enterprise) Perpetual Maintenance Plan * Vault Office is not supported in single user subscription
11 Usability
12 COPY DESIGN - FOLDER VIEW Copy Design allows users access to file paths via the folder list view Find and Replace path
13
14 INVENTOR ANYCAD ITEMS Direct link between the imported CAD model and item Map Item properties
15 PLACE INTO CAD Insert CAD files from the Vault Explorer window directly into your Inventor session. Speeding up the placement process by bypassing the place from Vault dialog
16
17 FILE ROLLBACK UPDATE Vault 2017 now allows you to multi-select files for File Lifecycle State Change Rollback
18
19 SAVE AS TO VAULT Save Inventor files directly to Vault as either PDF, DXF or STEP formats via the Vault Data Standard tool.
20 FDS integration
21 ACCESS FACTORY DATA Asset publication in Vault Use Asset Browser through Factory
22 INTEGRAZIONE FDS Publication Assets Use Assets Layout management Where Used
23 VAULT - COMPREHENSIVE DATA MANAGEMENT FACTORY Asset Management - Factory Versions and revisions of Asset Metadata Where used Info instances Management
24 ADMINISTRATION Password security for critical SQL service accounts. Encrypted password security Default password for SQL Service accounts via the ADMS Console. Pre-check - Auto troubleshooting Automatically fix problems during the pre-installation check
25 LEAN ENGINEERING With Naviate
26 Sales Process Methodology Property management Engineering Change Management Training Design Excellence Technology Implementation File format conversions Product Design Manage ment Release Process Manage ment Engineering Process Production Process Automation Revision Management Item and Engineering BOM management Aftersales and Service Process Lean Engineering Lean PLM Enterprise PLM
27 Cad-Q own technology development: To enhance Design & Engineering efficiency Simulation Design Design Automation Automation Visualization Visualization Methodology & Competence Development
28 Tools to enhance File Creation and Property Management and Automation within Inventor Tools to enhance Workflows, Collaboration and Automation within Vault Workgroup / Professional Tools to enhance efficiency and reliability within Autodesk Vault Job Processors
29 Naviate Manufacturing Inventor
30 Information And Automation Of Repetitive Tasks The main features in Naviate Manufacturing for Inventor are: Easy-to-use property management and automatic file naming Import of item data between CAD and ERP systems Automatic creation of drawings Automatic creation of secondary file formats Time-saving utilities
31 File name management File naming according to predefined property Save path according to predefined path and properties Save path generated/chosen according to property values, e.g. C:\Projects\<Customer>\<Project> Standardizes file naming and save path for files and enables easy transition to document management systems (no duplicates etc.)
32 Automatic creation of drawings Automatic creation of drawings from Selected parts/assemblies All parts in an assembly Drawings created according to predefined settings Also information about the reference assembly, number of units to make (needed in project), etc. can be included at part drawing creation Quickly produces drawings of parts and assemblies and ensures that every part is documented accordingly
33 Automatic creation of secondary file formats Possibility to create formats PDF, DWG, DXF, DWFx, STEP, SAT Setup include: File name setup Folder location setup, to specify where generated files are saved Filters to include only a predefined sheets Saves time producing secondary formats and improves documentation quality as the secondary formats are generated in the right format to the right location, using the right file version
34 Naviate Vault
35 Information and automation of repetitive tasks Main features in Naviate Manufacturing for Vault are: Automatic creation of secondary formats Data Export to ERP systems Property update Property management Requirement: Autodesk Vault Workgroup, Office or Professional
36 Property Update Property Updates in Vault Predefined value for Property, i.e. text Computed value for Property, i.e. Vault or Windows username, Current date Usually used before generating secondary file formats and/or Export from Vault Automatic update on state change, reducing manual work
37 Property Management Tab in Vault For checking Property values For changing Property values Possibility to define shown properties for different file types and categories Helps user checking that all needed information is entered, improving the quality of information
38 Customize Naviate Vault Custom Actions Copy File Send mail by SMTP Update Vault Revision Table Drawing List Preset VB template to ease creation Helps companies to enhance and extend functions to create the tools they need to manage their data
39 Naviate Manufacturing Job-Q Tools
40 MANAGEMENT AND CONTROL OF JOB PROCESSOR TASKS The main features in Naviate JobQTools are: Control of Job processor startup and timings Automatic s Delete, resubmit and notify failed jobs Centralized Queue for multi-site environments
41 Q&A
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