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    2009 IBM Corporation

    Holistic PLM for the development of mechatronic systems

    Proof of concept:Synchronized Mechatronics Engineering enabled by SOA

    Dr. Gerd Oelerich IBM SWG, PLM SolutionsBernd Sartor IBM SWG ,PLM SolutionsHubert Aunkofer IBM SWG, RationalInes Merk IBM SWG, WebShpereMichael Buchholz PROSTEPFrank Weiblen IBM SWG, PLM Solutions

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    IBM Software Group Product Lifecycle Management

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    Challenges in development of mechatronics systemsand how to deal with

    Challenges

    Handle complexity

    Ensure ability to innovate

    Increase quality

    Improve efficiency of developmentprocesses

    Synchronize different lifecycles

    Integrate different disciplines,cultures and organizations

    Product

    B1 B2 B3

    F1

    F2

    AggregatesFunctions

    Module

    HW | SW | EE

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    Systems Engineering for development of mechatronicsystems compliant to requirements

    Benefits through Systems Engineering:

    From vertical towers to one system level

    Synchronize communication, processes, methods andtools

    Integration and reuse of deliverables

    Systems Engineering principles:

    Respects relations

    and dependencies between elements

    Integrates work products of

    different development domains

    to the synthesis of the whole system

    Verification and validation of the system to ensure that

    all requirements are met

    Requirements

    FunctionsSystem

    Architecture

    SoftwareSoftwareElectronicsElectronics

    MechanicsMechanics

    Test & Validation

    Integration

    Product/System

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    IterativeProcess V Process

    V Process

    MCAD E/E

    HWAssets

    SWDevelopment

    Assets

    EEAssets

    SW Mgmt

    ???

    The Solution Approach: Synchronized Change Process

    Consistent rules andprocesses applied by allstakeholders

    Overall status and processinformation available

    Collaboration and sharing of

    results

    Traceability of artifacts andbusiness objects

    Reuse of artifacts

    Continuous validation againstrequirements on all systemlevels

    Change Request

    ECO

    SW ECO

    EE ECO

    HW ECOECR

    Approval

    Process

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    The concept to integrative change within different development domains The concept for developing on a domain-comprehensive basis intends that the change request

    on the system level is being broken down into requests for the particular domains

    After the execution: the new baselines of the single domains are being aggregated to a newoverall baseline and the change request is being closed

    StakeholderChangeRequest

    Master OrderSystem

    Baseline 1

    System

    Baseline 2

    HW Order

    E/E Order

    SW Order

    Baseline 1

    HW Requirements

    Baseline 1

    E/E Requirements

    Baseline 1

    SW Requirements

    Baseline 2

    HW Requirements

    Baseline 2

    E/E Requirements

    Baseline 2

    SW Requirements

    Requirement-Baseline 2

    Requirement-Baseline 1

    SW Baseline 1

    E/E Baseline 1

    HW Baseline 1

    SW Baseline 2

    E/E Baseline 2

    HW Baseline 2

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    Advantages of the integration concept The state conditions within the domains facilitate synchronizing

    the different development disciplines

    ongoing visibility for easy monitoring

    control on Gates or Milestones of the development process

    Easy navigation into the processes and their work products at domain level end-to-end traceability Within the domains the, development follows specific procedure models and is being executed with

    specific tools and data managers

    The EC-interface delivers specific requirements and receives the work result that is relevant for thesynthesis of the complete system; sub-components and processes can be managed freely within thedomains

    Developers use solely or predominately their standard tools

    Master Order

    HW Order

    E/E Order

    SW Order

    Relational Design,CAD and VPLM

    Design/Layout - Loops

    Rational Unified Process,Activity Mgr and CM Tool

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    Synchronizing Engineering Changes in Mechatronics

    Integration Architecture Overview

    Team Data

    SmarTeam

    Mechanical

    Authoring

    ERP

    Team Data

    MatrixOne

    ClearCase

    ClearQuest

    Master Order

    HW Change Order

    E/E Change Order

    SW

    Change Order

    WAS/WID/WPSECRProcess

    ECOManagement

    Build Forge

    E-CAD

    System Level Integration Level

    Application Level

    BOMSoftware Authoring Electrical Authoring Mechanical Authoring

    FederatedBOM

    SWBOM

    E/E

    BOMMech.BOM

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    System Level - ENOVIA Reference architecture

    BidirectionalPROSTEP

    Adaplet(Web Services)

    ENOVIA PROSTEP

    Adaplet for OpenPDM

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    Using modular Web Services for theintegration of the SW domain

    Modular Web Services have been developed which are

    hosted by MatrixOne and ClearQuest resp. and are used indifferent phases of the scenario

    check out and download files related toobjects

    File service, check out

    Upload and check in files, connect toobject

    File service, Check in

    Receives a new identification numberfrom the MOne numbering generator

    Receive number

    Connects objects through spec.relationshipConnect objects

    Updates attributes of an existing objectUpdate Object

    Creates an object in MOneCreate Object

    MatrixOne

    Update meta data of a recordUpdate record

    Set the state of a recordSet record state

    Link to recordsLink records

    Provide state of a recordProvide record state

    Create record of given typeSubmit record

    ClearQuest

    DescriptionMethod NameSystem

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    Integrating the mechanics domain We operate a Team Data Manager which is

    ENOVIA SmarTeam for organizing the engineering procedures inthe mechanical domain.

    The information flow towards SmarTeam goes through the IBMWebSphere Process Server and the ProSTEP OpenPDM gateway.

    IBM WebSphere Process Sever OpenPDM

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    Scenario Overview

    Analyse RequirementsSet up ECO structurePromote Master ECO

    Perform transferof ECO andaffected part

    OpenPDM

    Navigate to affectedCAD models, perform

    change,

    Promote ECO,update ECO in ENOVIA

    provide new BOM

    Set up SW project,assign team,

    RationalClearQuest

    Perform changeBuild SW

    RationalClearCase

    Build Forge Promote ECO,update ECO in ENOVIA,

    provide new SW part

    RationalClearQuest

    Check out schematics,Perform change,generate el. BOM

    ECAD

    Import el. BOM

    Aggregate system BOM,transfer BOM to SAP,

    complete ECOs

    Incorporate materialmasters and BOM

    SW ECO

    EE ECO

    Mech. ECO,Part

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    State display on system level

    ECO state on

    domain level

    ECO state on

    domain level

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    ECO in the mechanical domain system

    A new ECO is created in thedomain data manager and

    related information isattached.

    A new ECO is created in thedomain data manager and

    related information isattached.

    A team leader can use thehyperlink to switch to the

    system context.

    .

    A team leader can use thehyperlink to switch to the

    system context.

    .

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    ECO in the SW domain system

    Again, a local ECO is initiated from thesystem level and related information is

    forwarded to the SW configuration

    management tool.

    Again, a local ECO is initiated from thesystem level and related information is

    forwarded to the SW configuration

    management tool.

    Requirements that were assigned tothe SW Change Order are forwarded

    to the domain system for validating thedeliverables.

    Requirements that were assigned tothe SW Change Order are forwarded

    to the domain system for validating thedeliverables.

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    The federated BOM

    Root nodeRoot node

    Electricalparts

    Electricalparts

    Mechanicalparts

    Mechanicalparts

    SW partSW part

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    Values of a holistic Product Lifecycle Management in themechatronics engineering

    Reduce development costs through process automation, flexibility andinter-domain collaboration

    Accelerate development cycles through synchronization, faster feedbackand increased reuse of existing solutions

    Increase product quality through

    standardized development processes that ensure consistent resultsimproved reuse of approved assets

    check and test results on all levels against initial requirements

    Manage complexity through traceability and a single federated systemBOM

    Protect and capitalize investments through leveraging of existing domainspecific knowledge and methodologies

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    2009 IBM Corporation

    Thank You !