Implementing Baan PDMImplementing Baan PDM

BWU – Orlando, FLOctober 17, 2001Session 6

Chris JamisonRedKlay Web Solutions, Inc.

PDM = Product Data Management

Presentation DirectionPresentation Direction

PDM OverviewIs PDM a good fit?Implementation OutlineEDM vs. PDMBenefits / Strengths of PDMBaan – PDM InterfaceSystem ConfigurationOpportunities for Customization

PDM OverviewPDM Overview

FunctionalityRelation to BaanSystem Elements

PDM Overview: FunctionalityPDM Overview: Functionality

Product ManagementDocument ManagementEngineering Order Management (ECOs)Technology

Product ManagementProduct Management

Engineering ItemBOM MaintenanceRevision ControlAlternative ItemsReference Designation

Document ManagementDocument Management

DrawingsRevision ControlVaultingLinked to ItemsDocument Trees

Engineering Order ManagementEngineering Order Management

Defined Business ProceduresAutomated WorkflowChange Management for Items and Documents

TechnologyTechnology

Graphical ViewsBuilt in ReportsLaunch CAD from PDMIntegrated to BaanDB Load / Unload utility

PDM Overview: Relation to BaanPDM Overview: Relation to Baan

common data, lookups, suppliers,etc.

‘ba’ package

revision-controlled Items & BOMs

Baan PDM

Gateway

file transfers

PDM Overview: System ElementsPDM Overview: System Elements

DatabaseThis is a separate database than Baan’s

Application Server / VaultSeparate processes running on a server

Baan ‘ba’ packageA package in your Baan menu structureUsed for mapping data and importing files

Gateway processTransfers the data between Baan and PDM

Client softwarePDM clientDatabase clientJava

Is PDM a good fit?Is PDM a good fit?

Revision ControlDocument ControlMulti-CompanyECOsCAD Interface

Revision controlRevision control

Revision “under change” visibilityAllows access to previous revsAllows effectivity date control on revs

Document controlDocument control

Who will need to view documents (sales & production)?Viewing through Baan, CAD or other outside PDMDocument trees, revisions, links to items;Static documentationNote: stores revision history for documents (.1, .2, etc), not just the most recent version.

Example: filename.dwg.1, filename.dwg.2, etc.

Multi-companyMulti-company

You can update multiple Baan companies simultaneously

ECOs ECOs

Structured flowchartsBuilt-in tool stepsECO progress visibility

ECOs ECOs

Structured flowchartsBuilt-in tool stepsECO progress visibility

CAD interfaceCAD interface

Allows access to PDM functionality from within the CAD software, but this is not tied to any EO controls. To understand this fully, you need to see PDM and understand its ‘world view’.

Gotcha: Watch if items will have different settings based on item data defaults.

Implementation OutlineImplementation Outline

InstallationApplication Setup & Key User TrainingAdministration & End User Training

Install PDMInstall PDM

Identify server(s), test clients, database compatibilityUpgrade software / hardware as requiredBegin Administrator trainingIncorporate PDM into existing systems infrastructure (network access, backups, etc).

Philosophies of trainingPhilosophies of training

a) train in PDM generically, then implement business requirements (sequential approach)

b) understand the business, make implementation decisions, train users in PDM using daily tasks as the basis for training (an iterative approach)

PDM Training and Setup GridPDM Training and Setup Grid

Item / BOM / Revision

Documents & Drawings

ECOs and Workflow

CAD Integration

Needs Analysis

Application Setup

Application Training

Application Testing

Gap Analysis

Admin trainingProcess documentationData conversionEnd User TrainingGo Live!

EDM vs. PDMEDM vs. PDM

PDM’s Workflow capability is graphical and more robustMore extensive Document Control in PDMCustomizable mapping of fields from engineering (PDM) data to standard item / BOM data.Ability to launch applications directly from PDMPDM supports interface to CAD programs and MS OfficePDM supports major / minor revisions (5.2c), edit masks, system defaultsPDM’s GUI interface – on-screen sort capabilities, query buildingPDM can update multiple logistics companies simultaneously; EDM must be maintained in each company (or data copied).

GUI InterfaceGUI Interface

Drill down to linked items, drawingsSort on any column

Benefits / Strengths of PDMBenefits / Strengths of PDM

1.  Supports Item Revisions as well as Document Revisions;2.  Create trees (BOMs) on documents as well as items;3.  Workflow can accommodate complex procedures,

approval/rejection, groups;4.  System tool steps can be incorporated into the workflow

procedures (automatic check-in, update ERP);5.  Impact Analysis – graphical entity relationship diagram;6.  Ability to launch create/view/edit of electronic documents

within PDM;7.  Configurable table values for lookup fields (e.g. EO types,

Document types);8.  E-mail capability through workflow;

Benefits / Strengths of PDMBenefits / Strengths of PDM

9.  Definable masks for key fields (item #, revision, document ID, EO’s, etc.);

10.  Tightly integrated with BaanIV and BaanERP;11.  In any list display, click on the column header to sort by that

field, ascending or descending;12.  Check-out / Check-in rules allow multiple items/documents

to be processed simultaneously;13.  Report Generator supports export to Excel, Lotus, Word, etc.14.  Ability to create new items and documents from within an

EO procedure; can also transfer to BaanERP automatically from within an EO.

Baan-PDM Interface - GatewayBaan-PDM Interface - Gateway

A handshake process using XML filesControlled by record and field mapping

a) map an XML file out of PDMb) map the XML file fields into Baan (EDM & ITM)

Export from PDM can be automated through the workflowGotcha: Items are transferred to Baan / EDM and fields are populated based on item data defaults, so if these change item by item, you’ll have a second maintenance step to change them. Examples are statistics codes, inspection flag and warehouse.

PDM – EDM – Baan data relationships PDM BAAN Gateway Engineering Data Management (EDM) Standard This is what we maintain When adding an item, all this is behind the scenes. This is what we maintain in Baan. In PDM. When deleting an item, you’ll need to break the link established in The Gateway IMPORT Process creates records through .

ITEM

BOM BOM

ITEM

BOM BOM

ITEM

BOM BOM

Revisions

Link Eng. Item to Item

Routing

1 2

3

4

5

6

4

1 6

Baan-PDM Interface - Shared InfoBaan-PDM Interface - Shared Info

Purchase ItemsSuppliersAlternative ItemsItem Default DataLogistics tables (Item Group, Product Type, Selection Code, Signal Code, Units)

System ConfigurationSystem Configuration

Windows NT application server – one per gatewayLive PDM machine

Gateway processWorkflow daemonVault server

Test PDM database machine (use a spare PC)

Processes running on the Baan machineGateway processBaan import job

PDM DatabaseVault directoryClient PCs

Opportunities for CustomizationOpportunities for Customization

Built in: System defaults, table maintenance, edit masksBuilt in: Mapping options in GatewayUsing PDM system defaults: Some additional fields built in (in item master)Using SQL: Form layout (table driven)Using Excel/Access/VB: ODBC access to database

Not supported: adding fields / changing program logicComing: toolset with new CFE.

This example shows the mapping of item number from PDM through Baan, as imported during the ‘Update ERP’ / Import Process.  PDM XML file Baan

Object: ITEM

Field: ITEM_KEY 

Gateway Object:E-Item-Rev

Gateway Attribute:ITEM_KEY

External Object:E-Item

External Attribute:ITEM_KEY

Table: tiitm001

Field: item

This mapping is defined in the Gateway Congfiguration.

This mapping is defined in the Baan session Maintain Gateway Put Object Definitions (bapgw2100m000). Notice only the objects are mapped; thus the Gateway Attribute and External Attribute must have the same name.

This mapping is defined in Baan session Maintain Attribute Mapping Object Details (baolx0101m000)

This table definition is found in the PDM database guide: DbStructureGuide.pdf

This table definition is found in Baan session Display Table Definitions (ttadv4520m000)

 

Gateway Field MappingGateway Field Mapping

SummarySummary

More complex than EDM – If your business only requires revision control, PDM may be overkillSupports Document Control & links to CAD softwareGraphical ECO ControlHelpful in multi-company environments

Questions?Questions?

Thank you for coming!

RedKlay Web Solutions, Inc.Booth #405 www.redklay.comAthens, AL (256) 771-7050

Chris Jamison – chris.jamison@redklay.com