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SOLID EDGE UNIVERSITY 2014

Re-imagine What’s Possible #SEU14

Solid Edge University 2014

May 12-14, Atlanta, GA, USA

Simplify your design world with

Solid Edge SP

Michael Rothe van Deventer, Product Manager Solid Edge SP

2014-05-13


Page 2 Siemens PLM Software

About: Michael Rothe van Deventer

Michael Rothe van Deventer

Product Manager, Solid Edge SP

Siemens PLM Software

Michael Rothe van Deventer, Product Manager for Solid

Edge SP, has over 18 years of experience in data

management and PLM. Before joining the Velocity team as

the development manager for Teamcenter Express Michael

held a variety of positions in the Siemens PLM

organization. He currently leads the product management

of Solid Edge SP. Michael holds a Master’s degree in

Computer Science from the Technical University of

Ilmenau, Germany.

2014-05-13



Simplify your design world with Solid Edge SP

Why do I want a managed solution?

Where does Solid Edge SP fit in?

How does Solid Edge SP help me

organize my data?

Solid Edge SP Toolset

2014-05-13



Solid Edge SP What is it?

• A SharePoint App for Solid Edge users

who are finding that as the volume of

their data grows, using Windows

folders and network drives is limiting

their ability to complete design projects

efficiently

• Built on 10 years of technical

leadership in SharePoint based CAD

file management with Solid Edge

Insight

2014-05-13



Why do I want a managed solution?

Solid Edge SP

2014-05-13



Why do I want a managed solution? Solid Edge SP customer’s perspective

“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)

Quotes from Tech-Clarity White paper “Managing Design Data with SharePoint

2014-05-13




“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)


2014-05-13




“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)


2014-05-13



Why do I want a managed solution? Access-Share-Control

• 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

2014-05-13



Why Solid Edge SP?

Solid Edge SP

2014-05-13



Why do I want a managed solution? Access-Share-Control

Manage Documents

Individual documents

Manage file properties

Manage Relations

Show BOMs

Find documents effected by change

Find associated documents

Manage Activities

Change management

Production Status

Workflows, Reports

3 Solid Edge SP deliverables …

2014-05-13



Why SharePoint? Common platform

• over 125 million SharePoint licenses worldwide

• 65,000 customers (67% deployed org-wide)

2014-05-13



Why SharePoint? Collaboration tool

SharePoint is a tool for collaboration

• telephone is a tool for communication

• meeting is a tool for decision making

• provides a central storage (vaulting) and collaboration space for documents,

information, and ideas.

• SharePoint Foundation - a free version of SharePoint

• attractive to manufacturers because it has a very low total cost of ownership

(TCO), leverages existing investments, and requires very little user training

• does not natively support the complexity of product development and

engineering data.

• SharePoint is also development platform by which it can be extended for

special needs like engineering (> 700,000 SharePoint app developers

worldwide)

2014-05-13



Positioning SharePoint solutions

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

Document Management

.

.

.

.

Insight

Solid Edge SP

SharePoint

2014-05-13



SharePoint


Insight

• Intelligent check in and out

• Production ready status

• Where used in draft and

assembly

• SharePoint permissions

supported

Solid Edge SP

• Intelligent check in and out

• Status managed by workflows

• Where used extended to

ECR, ECO, Project

• SharePoint permissions

supported

.

Manage access

Search

.

.

.

Insight

Solid Edge SP

2014-05-13



SharePoint


Insight

• Solid Edge files viewed in

Web Part

• Assembly BOMs viewed in

interactive Web Part

• Ability to send to Solid Edge

or View and Markup

• Revision Manager supported

Solid Edge SP

• Send to View and Markup or

Solid Edge

• Preview of document and

properties in Web Client

• BOMs displayed as relations

• Structure Editor maintains

revisions and structures

.

.

Part and Assembly visualization

.

.

Insight

Solid Edge SP

2014-05-13



SharePoint


Solid Edge SP

Insight • NA

Solid Edge SP

• Part structures manage

revisions

• Revisions contain all

applicable documents

• Business objects manage

processes

• ECRs, ECOs, and Projects

.

.

.

Part Structure

Business Objects

.

Insight

Solid Edge SP

2014-05-13



SharePoint


Insight • NA

Solid Edge SP

• Relations captured by Solid

Edge

• Relations to ECRs, ECOs,

and Projects easily

maintained

• All relations can be browsed

in Web Client

• Workflows apply status on

Revisions, ECRs, ECOs, and

Projects

• Reports detail relations for

activities

Insight

Solid Edge SP

.

.

.

Relation Management

Workflows

Reports

.

2014-05-13



How does Solid Edge SP help me

organize my data?

Solid Edge SP

2014-05-13



Solid Edge SP What is it?

100232

A

B

C

Visual approach to managing complex data

using the Relation Browser.

It allows us to present structures of all kinds

of engineering data like projects, change

requests and your Solid Edge product data

Part structure to capture Solid Edge files and

related documents.

It consists of a hierarchy of containers that

represent all part-related information

2014-05-13



Business Object / Part Structure

Concepts

2014-05-13



And referenced content

Links

Solid Edge SP - Container

Collection of embedded content

Business Object Container

SharePoint Folder


• As a collection of content it’s a

good starting point for Containers

• Widely used among engineers

and designers

Solid Edge SP – Business Object


2014-05-13



Business Object Comprehensive description

SharePoint Folder


Engineering Data

2014-05-13



Part Revision Implementation of a Business Object

PRT-7591 / B

PRT-1735/E PRT-8493/A

PRT-0086/A PRT-0342/C

prt-7591_b.asm

prt-7591_b.pdf

prt-7591_b.dft

2014-05-13



Part Revision CAD data relationship model

PRT-7591 / B

PRT-0342/C

PRT-1735/E

PRT-0086/A

PRT-8493/A

prt-7591_b.asm

prt-7591_b.pdf

prt-7591_b.dft

2014-05-13



Part Structure Complete part design definition

• Parts are more sophisticated than other Containers

• Track part history

• Shows all documents and revisions that define the

part design (incl. spec sheets, translated files,

manufacturing documentation )

A

B

C

+

+

-

goes beyond characterizing a part

by its sum of geometry, like a

single Solid Edge file does

2014-05-13



Business Objects Embedded Content (folder view)

A

parameter.xslx

PRT-6739

prt-6739_a.prt

prt-6739_a.dft

prt-6739_a.pdf

My Parts

Physical data

is put into the

part (revision)

Use the SharePoint

folder structure for

overall organization

2014-05-13



Business Objects Referenced Content (relational view)

PRT-6739 / A

ECR-0003 PRJ-0108

PRT-00086 / A ECO-0002

“I need to be able to see the

change that is associated with

a specific part …”

Links

Captures relationships

to Engineering Data

and CAD Data

2014-05-13



Business Objects Summary

Files Solid Edge SP

Business Object

Organization Folders Folders & Containers

Grouping File name

Manual file naming

Single object

Consistent file naming

Interaction

(Move, …) Individual file(s) Single object

Uniqueness Individual file name(s)

Manual

Single identifier

Configurable

Properties Individual file(s) Single object

Relations

(CAD) Inside of Solid Edge

Inside & outside

of Solid Edge

Relations

(Engineering Data) none available

A

B

C

+

+

-

2014-05-13



Business Objects Summary

Files Solid Edge SP

Business Object

Organization Folders Folders & Containers

Grouping File name

Manual file naming

Single object

Consistent file naming

Interaction

(Move, …) Individual file(s) Single object

Uniqueness Individual file name(s)

Manual

Single identifier

Configurable

Properties Individual file(s)

Manual

Single object

Consistent, Enforceable

Relations

(CAD) Inside of Solid Edge

Inside & outside

of Solid Edge

Relations

(Engineering Data) none available

2014-05-13



Pre-Configured Environment

Concepts

2014-05-13



Solid Edge SP Pre-Configured Environment

In-House Purchased Sandbox Documents

Landing

Page Legend

Data Site Projects

Carts

ECO/ECR

Search

Config

Workflow

Tool Site

Web Part

Content Browser Relation Browser Application

Solid Edge Viewer Structure Editor

2014-05-13



Pre-Configured Environment Solid Edge SP Data Sites

In-House

• Organize files related to all the products / parts / components designed “in-house”

• Can have as many “in-house” sites as desired

Purchased

• Organize all components / standard parts purchased from 3rd party suppliers

• Special Behavior – use URL as the default location to store Solid Edge standard parts

Sandbox

• Work on designs in an isolated area away from production data

• Special Behavior – all components in this site receive a status of “Sandbox”

Documents

• Organize general documents and collateral related to products, processes, etc.

• Special Behaviors – Cannot create parts or part revisions

Solid Edge SP enabled SharePoint sites for organizing product and related data In-House Purchased Sandbox Documents

Landing

Page

2014-05-13



Pre-Configured Environment Solid Edge SP Tool sites

Manage data related to a project

Solid Edge SP enabled SharePoint sites containing

tools for working with applying business process to

product data and related information

Simple / flexible method to collect and group data in an ad-hoc fashion

Easy to use change management

Easily locate Solid Edge SP objects across the entire site collection

Administer Solid Edge SP tools and features

Landing

Page

Projects

Carts

ECO/ECR

Search

Config

Workflow

Access to all your workflows & tasks

2014-05-13



Pre-Configured Environment Site Layout

2014-05-13



Product Features

Solid Edge SP

2014-05-13



Solid Edge SP Tools Overview – Container Style Tools

Projects

Carts

ECO/ECR

Search

Config

Workflow

2014-05-13



Solid Edge SP Tools Projects

What is it?

Container to tie together assemblies and all related

information that define a project.

description.docx

Miscellaneous.zip

Budget.xslx

ECO-0003

PRT-00086 / A

ECO-0002

“Project Link”

PRJ-0015

“Project Link”

Embed documents specific to the project

• Project budget, project form(s)

References any design data

• Parts, ECR’s / ECO’s

2014-05-13



Solid Edge SP 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

description.docx

Miscellaneous.zip

Budget.xslx

ECO-0003

PRT-00086 / A

ECO-0002

“Project Link”

PRJ-0015

“Project Link”

“I need to be able to see the design work

that is associated with a specific project

and understand the status of the project”

2014-05-13



Solid Edge SP Tools Carts

What is it?

“Collection cart” container that provides a simple and flexible method to group data

Collect …

• Parts to review

• ECR ‘s to approve

• Things to print

• …

PRT-00093 / B

PRT-00086 / A

PRT-00088 / D

CRT-0005

“Cart Link” 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

2014-05-13



Solid Edge SP Tools ECR

What is it?

Lightweight business object for all information related to the request for

change of a part.

ECR-Form.docx

PRT-18023 / A

“ECR Link”

ECR-0006

• Straight forward data collection

• Contains form describing the requested change and

other related documents, images

• References the design data in question

2014-05-13



ECR-0005

PRT-30281 / F

ECR-0002

ECO-0003

ECO-Form.docx

Markup.pcf

Solid Edge SP Tools ECO

What is it?

Container for all information related to an engineering change order

“ECO Link”

• Easy collection of Information

• Contains form describing the change order

and other related documents, images

• References to the part or assembly in

question

• Typically an ECO will roll up one or more

change requests

• ECOs carry status information

2014-05-13



Solid Edge SP 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 Approval

Sandbox

Working

In Review

Released

Obsolete

In Approval

Sandbox

Working

In Review

Released

Obsolete

In Approval

Sandbox

Working

In Review

Released

Obsolete

In Approval

Sandbox

Working

In Review

Released

Obsolete

2014-05-13



Solid Edge SP Tools Workflow Cart

What is it?

Collection of all objects involved in the workflow (referenced)

PRT-00093 / B

Assembly

PRT-00086 / A

Part

PRT-00088 / D

Part

WFC-0005

“WFC Link”

• Differentiates actual workflow target from

secondary, collected workflow objects

• Visualizes active/inactive workflows

• Link to workflow history

2014-05-13



Solid Edge SP Tools Search

What is it?

Web part to efficiently locate Solid Edge SP content via configurable

property-based searching

• Pre-configured searches and user

saved searches

• Configurable “Look-in” search

scope

• Supports wildcards and other

standard search criteria

2014-05-13



Solid Edge SP Tools Search – Result List

• Property columns are easily

configured

• Results can be filtered by type

of content

• Intuitive result “page” controls

• Can use RMB to act directly on

results

2014-05-13



Solid Edge SP Tools Configuration

What is it?

• Site where owners and administrators govern Solid Edge SP tools and features.

• Add custom workflow statuses and/or groups

• Configure part numbering schemes

• Define property mapping

• Synchronize server side changes with client

2014-05-13



Web Parts

Solid Edge SP

2014-05-13



Solid Edge SP Web Parts

• Place this web part on any Solid Edge

SP site to get useful core navigation

improvements

• Built-in RMB menu

• Interact with the Solid Edge SP Ribbon

Content Browser

Relation Browser

Search

2014-05-13



Solid Edge SP Web Parts Content Browser

What is it?

• Solid Edge SP Web Part that provides

a rich navigation experience for

exploration of the physical structure of

data

• Familiar tree view to allow users to

navigate sites, document libraries, folders,

parts, etc.

• Icons to identify content and status

2014-05-13



Solid Edge SP Web Parts Relation Browser

What is it?

Provides a rich navigation experience for exploration of the captured

relational structures

• CAD relations and relations to

Engineering Data

• Thumbnails to identify object

• Revision rules

• Where Used

2014-05-13



Relation Browser View Types

Graph

(Explore, Navigate)

Table

(Sort, Filter)

2014-05-13



Demo

Simplify your design world with Solid Edge SP

2014-05-13



Other Design Management Topics of interest

Today:

1:15 PM Simplify your design world with Solid Edge SP

2:15 PM The Benefits of Solid Edge SP – A customer’s view

Tomorrow:

10:00 AM We are Listening – Roundtable discussion

11:15 AM Improve your processes with Solid Edge SP

12:00 PM Managing activities in Solid Edge SP

Ongoing Solid Edge SP hands-on Test drive

2014-05-13



Solid Edge University Solid Edge SP Test Drive

Experience Solid Edge SP for yourself! • Visit the SPLM Software booth in the Augusta Ballroom

• We will introduce you to Solid Edge SP and you can then

explore for yourself :

• Create your own ECR, ECO or Project

• Navigate a Project structure

• Create Report

• Complete a short survey

• Your survey will be entered into a drawing for a

Spacemouse Pro!

• Winner announced at wrap-up session tomorrow @ 4:15 pm

Rules for the giveaway are available at:

http://www.plm.automation.siemens.com/en_us/campaigns/giveaways/seu_test_drive.shtml

Take a test

drive and win

a 3D mouse!

Test drive Solid Edge SP You could win a Spacemouse Pro

Solid Edge SP

2014-05-13



Michael Rothe van Deventer

Product Manager

Solid Edge SP

2600 Green Rd, Suite 100

48105 Ann Arbor

Phone: +1 (734) 730-1044

E-mail: [email protected]

micrvd

Feedback?

mailto:[email protected]