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Studio360 Overview
How to standardize, simplify, & streamline your most valuable product… your knowledge
Lonnie Caroon – Standards, Applications and Solutions Manager
Schneider Electric – Buildings Americas
2Schneider Electric – Buildings Americas
What is Studio360? Design360? Esitmate360?
●Studio360 – Where you store it…● Automated file management tool for all project information
●Estimate360 – Where you price it…● Used to create complete estimates for systems including Parts, Labor, and
Subcontracts
●Design360 – Where you create it…● Used to create submittal, installation, record drawings
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Engineering Platform Architecture
• Templates• Reports• Std Systems• Office Parts
• Office Data• Project Data • Office Files
• Templates• Project Files
• User Parts• Office Parts• User Library
• Library Files• Project Files
• Standard Project Directory Structure• File Versioning / Backup• Online / Offline Sync• Project File Archiving• User Roles / Permissions• Search & Reuse Project Solutions• Search & Reuse Standard Systems• Automatic Parts / Pricing / PDF Updates
Studio360
Studio360 + Estimate360 +
Design360
• Global Parts• User Licenses• New Builds
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Shortcuts
●File● Launches Studio360 in background – upload file to server when finished
●Folders● Launches Studio360 server project open to the folder
●Projects● Launches Studio360 server project open to the root folder
●Servers● Launches Studio360 Open Project Windows – choose from any project
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Remote Login
●Share projects files and resources between offices / locations●Does not require Box, Dropbox or other FTP services●Must be on same network or VPN●Time saving access
● Shortcuts● Favorite Projects● Recent Projects
●Must be give permission to login to other branches● User can request access / admin adds permission● Selective permissions model – share or hide as needed
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Opening Projects
●Local / Server●Online / Offline●Filters
● Project types● Project groups● Search
●Recent Projects● Adjustable
●Favorite Projects● Any project● Any server
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Project Folder Templates
●Create standard folder structures for all projects●Separate templates based on job type●Find files in common locations●Reflect business processes: sales to service●Include:
● Tasks lists● Documents / links● Shortcuts● Project properties
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Project Properties
●Enter data once – reuse throughout the project●Minimize mistakes●Auto populate:
● Reports● Letters● Submittal documents● Schedules● Any MS Word, Excel or Visio file
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Document Version Control●Keep all project files in one central location●Keep each file safe using version control●Ensures working with latest and greatest●Great for team collaboration●Reduces risk of “losing” work
● File conflict resolution● Lock files / folders● View previous versions● Recycle bin / recover● Server storage of deleted files
●Enables business process quality
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Custom Templates
●One copy of office templates – distribute to all users●Keep users up-to-date, no user actions●Right click – Add new files
● General files (letterhead)● Based on folder name or type● Organize templates with folders / subfolders● Maintain file naming standards – create as “file name”
●Auto populate templates with project properties
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Searching for Documents
●Quickly locate files in a project●Can do a simple search on file name●Advanced search on multiple criteria
● File size● File type● Modified date (before and after)● Specific text (in filename)● Document state (Preliminary, Submitted, etc.)
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Storing Emails
●Emails are project documentation●Often end stuck in someone’s inbox●Store in Studio360 Email tab●Available to all users (permissions)●View messages and attachments●Search subject, author, or body for keywords●cc: project for automatic routing to folder●Drag and drop
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Parts Database
●Global parts database (PREP)●Available in iPortal●Schneider Electric manufactured●Strategic vendors
●What is the database?● ~25,000 + parts● Manufacturer / vendor information ● Part status● Alternate parts● Current pricing● Current PDF documents
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Searching The Database
●Tools -> Browse Parts●Search Filters
● Keywords● Part Number● Manufacturer● Vendor● Categories
●Criteria Filters● Top parts – branch favorites● Current parts – no obsolete● Tested parts – tested with Design360● SE Strategic Parts
●SE Manufactured●Strategic Vendors
● SE Rating
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Part Information
●Select part from filter results●Right click – View Part
● Description● Part status● Alternate part● Vendor information (pricing)● PDF files (double click)● Estimating factors● Misc. fields (dimensions, certifications, etc.)● SE Branch Pricing (SE branches only)
●Right click – View PDF
●Copy to Clipboard● Part number● Description● Mfg list price● Vendor Price● Entire Row
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Task Lists
●Create a task list for each project●Apply tasks to project template●Tasks assigned to folders●Monitor task completion
● Not started● In Progress● On Hold● Waiting for someone● Process Exception● Complete
●Assign to S360 users (notification future)●Run complete Excel reports to see task progress
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Multi File Libraries (MFLs)●Simplify the search process
● Common nomenclature system● Single source search tool● Search across business unit or company● Search by criteria, equipment, customer, or capability
●Multi File Library is a container for any file type● Design360 and/or AutoCAD drawings● Sequences● Graphics● Application programs● Start-up / commissioning docs● Estimates
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Finding Proven Solutions
●Search solutions based on:● Keywords● Categories● General Criteria● Equipment● Features
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MFL System List
●Contains a list of all systems●Search to narrow list●Compare libraries to see differences
●All files on local workstations●Enterprise and office distribution
●New uses:● Distribute Drawing Standards● Standard VAV Applications
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MFL System Contents● Design360 drawing
● System diagram ● Controller wiring ● Device / wiring details ● Panel Layout ● Sequence of operation
● Sequence of operation (Word)● Roll up bill of material● Checkout sheet● System point list● Preview image● Estimate360 export
● Parts● Points
● Application file export● Program binding template● IO binding template
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Getting the SE Multi-File Libraries
● Smartware hosts files● Office admin downloads files
● Admin -> Parts Database● File -> Dashboard● Other Distributables tab● Click arrow
● Users choose content● Tools -> Options● Local Files tab● Download Options …● Select SE Multi-File Library Files
● Videos● Updating the parts database● User selection of downloadable files
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Estimate360
●Create Estimates By System● Easy to duplicate● Easy to re-use
●Add System Parts●Add System Points●Add System Labor●Compare Estimates with Design
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Valve / Damper Schedules
●Valve selector tool● 5000+ valve assemblies● Cv calculator● Choose on valve properties● Choose on actuator properties● Pictorial of parts● Right click on part for more info
●Valve schedules● Populated from valve selector● Advanced calculations● Part of project● Available for BOM reporting● Order in iPortal with tags● Damper schedule similar
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Design360
●Separate module – license added to Studio360
●MS Visio 2003 / 2007 / 2010 / 2013●D360 Templates
● Table of contents● System diagrams● Custom templates (SE custom templates
available)
●Stencils / Shapes – Drag and Drop● Default shapes● Custom shapes (SE Custom shapes available)
●Used to create:● Airflow / piping diagrams● Controller diagrams● Wiring / device details● Installation details / standards● Panel drawings● Floorplans● Valve / damper / airflow schedules● Assemble / print PDFs● Reports
●BOM●Checkout sheets●Point lists●iPortal imports / purchase requisitions●SmartStruxure IO import
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System Diagrams
Indicates Relative Position of Devices
Indicates Controller Location and Terminations Indicates Wiring
Terminals
Depicts Required Wire Conductors
Sensor Shapes are assigned to Controllers for easy wiring configuration.
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Controller Diagrams
●Product Lines supported● SmartStruxure AS & IO● Contiuum b3 and i2● Vista● IA Series – MNB, MNL, NW8k, DMS● I/Net● SE Room Controllers – SE7000 & SE8000● SmartStruxure Lite
●Automation● Auto Insert● Power configuration / wiring● Resistors / DIP switch / Jumpers● More…
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Controller ConfigurationsController power – correct every time
Choose LAN order from a list of controllers
IO configured automatically or entered
manually
Update point names, point type (0-10V, 4-20 ma, Thermistor…), shield
Automatically configures DIP Switches, Jumpers and
Resistors based on point typeChoose between Current or
Voltage outputs
Include transformer wiring or show at device
Connect IO Modules from list
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Misc Drawings
●Panel Drawings● Scaled controllers and devices● BOM compatible● SE Custom Shapes
●Wiring / Device Details● Ladder logic● Installation details
●Sequences of Operation● Import from MS Word
●Roll up BOM● Import from BOM report
●Table of Contents● Automatic / configurable
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Design360 Automation Tools
●Update Bill of Material● Automates BOM – no more manually counting parts
●Valve selection tool● Quickly create valve schedules
●SmartStruxure power supply calculator● Maximize IO modules – no more “best guess”
●Error checking● Automates identifying common mistakes
●Automate materials management● Import iPortal shopping carts
Device Qty Part Number Description Manufacturer----------------------------------------------------------------------------------------------------------------------------- -----------------------CSR1 1 VER-H608 CURRENT SWITCH N.O. SPLIT CORE Veris IndustriesDA1-3 3 MS41-7073 DURADRV ACT ELEC SR 0-10 VDC Schneider ElectricDPS1 1 AFS-262 Air Pressure Sensing Switch wi Schneider Electric [AFS-262]R1-2 2 VER-V100 RELAY ENC SPDT 10-30AC/DC, 120 Veris Industries [V100]TLL1 1 TC-5241 LOW LIMIT, MAN. RESET 20' ELEM Schneider ElectricTS2-4 3 ETD500-12 TEMP SENSOR DUCT BOX 10KT3 12" Schneider Electric [ETD500-12]TS1 1 TTS-SD-LCD-B-1 SMART SENSOR, LCD DISPLAY, 10K Schneider Electric
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Network Tree
● Model of BAS and IP network● Each controller object stores:
● Addressing information● Application files & graphics store● Tasks / notes / emails / files ● Passwords
● Instantly generate Network Drawings● Store workstation backup or entire site● Combine client projects into one network● Import Continuum .dmp files to build tree● Add controllers to network easily● Document existing client networks ● Invaluable tool for SmartStruxure transitions
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Reports
●Bill of Material●Material cost●Recommended Alternatives●Checkout sheets●System point list●Point statistics●SmartStruxure IO●Custom reports
● Select any default and modify● Use standard fields from project
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Part Ordering
●iPortal Shopping Cart●Manual Purchase Requisitions
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Design360 Tools
●Page Wizard● Select drawing to include● Rearrange page order and update #s● Updates Visio drawings automatically
●Table of Contents● Generate TOC drawing quickly
●Print Manager● Send to printer in drawing order● Create PDF in drawing order
●Revision Notes● Add / annotate drawing revision● Remove revision bubbles quickly
●Valve Legend● Generate a piping detail for each type of valve
●Gather PDFs● Quickly assemble all PDFs from BOM● PDFs updated from database● Copy to folder or zip / print to PDF
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Submittal Generator
●Generate a PDF electronic submittal including:● Any document in the project● Any drawing or selection of drawings
●Order specified in Page Wizard
● Run and “print” any report (checkout sheets, BOM, etc.)● Part PDFs from hardware engineering
●Specify order and grouping
●Features of the electronic submittal● Output to a single pdf file● PDF bookmarks to pages and section● Section pages and dividers with or without TOC● Overall page numbering scheme for entire package● Re-generate quickly if individual docs change
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Maximize Your Savings
● Full SE Branch adoption in 2012
●10% Savings on Total Hours/Point on 360 Projects vs all other Projects● Savings in Hardware Design
● Automated Design tools● There was a learning curve
● Savings in Field Labor● Consistent Drawings● Accurate Solutions eliminate re-work● Up-to-date data
● Savings on Management● Less time coordinating and correcting issues between field, install, and Engineering
37Schneider Electric – Buildings Americas
How to Get Started
● Contact Smartware for Hardware requirements
● Existing multi-use Server vs. Dedicated Server
Purchase or Designate Server
Hardware
● Install the software on your server
● Create, configure and manage the SQL Server database
● Create, configure and manage the shared folder on your file server
● Set up file server permissions
● Install the software on Workstations
Appoint an IT Administrator
● Create and manage User Accounts and Permissions
● Manage and issue Workstation License codes
● Manage, customize and add to the Parts Database
● Manage and control software updates for other users
● Create and distribute custom templates for Design360
Appoint an Office S360 Administrator
● Quantity of Licenses Required
● Type of Licenses required
● Group Permission definitions
Determine Users and Roles
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Order and Implement● Pricing
● Setup Fee - $500 (one time per company)● Studio360 (required on all workstations)
● $300/user up-front● $60/year renewal
● Design360 (optional)● $1,000/user up-front● $225/year renewal
● Estimate360 (optional)● $1,000/user up-front● $225/year renewal
● Ordering● Studio360 required; Design360 and Estimate360 additional modules● Free upgrade from Designer Suite 2005 to Design360● Contact Smartware directly ([email protected])
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Training is Available
● Schneider Electric Technical Training● Online Studio360 Basics
● 3 hour webinar● available monthly
● Online Estimate360 Basics● 3 hour webinar● available monthly
● Design360 Project Design & Engineering● 5 day Instructor led course● available quarterly
● Register in the Buildings Business Training Center● https://se-buildings-lms.csod.com/catalog/SearchAdvanced.aspx?dept_id=566
● Example Project Files● Available at www.smartwaretech.com
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Ongoing Support
● Support● Smartware Technologies
● Administrator guide available: Studio360 Help menu and smartwaretech.com● User guides available: Studio360 Help menu and smartwaretech.com● [email protected] (716) 213-2222
● Schneider Electric● Area360 Americas - http://buildingscommunity.schneider-electric.com● Area360 Quick Help - http://buildingscommunity.schneider-electric.com/community/bms/area360/quick-help ● MFL / Custom Stencils / Templates – [email protected]
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In Summary
●Studio360 is ready today●Tools, processes and training are constantly improving●Schneider Electric and Smartware are partnered for your success ●You can begin immediately to:
● Automate the mundane● Improve quality and consistency● Reduce cost and cycle time● Protect and share information● Store proven solutions and reuse easily● Increase face time with your customers● React quickly to new product offerings
Standardize, simplify, & streamline your most valuable asset… your knowledge