Teamcenter Express Putting the Puzzle Together Teamcenter Express

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Teamcenter Express: Putting the Puzzle Together

Teamcenter Express: Putting the Puzzle Together

Teamcenter Express Implementation Author: Kevin Baxter Company: Solid Solutions, LLC Email: kbaxter@Solid. Solutions. Corp.

Teamcenter Express Implementation Author: Kevin Baxter Company: Solid Solutions, LLC Email: kbaxter@Solid. Solutions. Corp. com Boise, ID Phone: 208. 869. 4069

Solid Solutions, LLC ØEstablished in 2000 ØOffice Location: Boise, Idaho ØLines of Business: •

Solid Solutions, LLC ØEstablished in 2000 ØOffice Location: Boise, Idaho ØLines of Business: • 1) Software Implementations Group • • Solid Edge Data Cleanup Solid Edge Data Migration Teamcenter Express Implementation Insight • 2) Consulting & Contract Design Group • Mechanical Engineering, Modeling, Detailing, FEA • Training, Support, System Integration • Custom Application Development with Partners Wed. June 4, 2008; Tc. X Implementation; Kevin Baxter; Solid Solutions, LLC 3

Teamcenter Express Advantages Ø Very Configurable (Be Careful to not Overdo) Ø Individual File

Teamcenter Express Advantages Ø Very Configurable (Be Careful to not Overdo) Ø Individual File Release Control Ø Engineering/Manufacturing Data Repository (all design data / spec’s) Ø Expandable / Upgradable Ø Precise Permission Control for Data Access Ø Multi-Site / Multi-CAD compatible Ø Shop Floor Support Wed. June 4, 2008; Tc. X Implementation; Kevin Baxter; 4

Decisions for Tc. X Ø Network File Management out of Control Ø Better File

Decisions for Tc. X Ø Network File Management out of Control Ø Better File Control (release / engineering process) Ø Automated Workflows Ø Improved Permission Control / File Access Ø Expanding data creation Ø Multi-CAD support Ø Expandable to Manufacturing Support Friday, April 27, 2007; Tc. X Implementation; Kevin Baxter; Solid Solutions, LLC 5

Successful Tc. X Implementation Ø Management & User Buy In Ø Define Scope (Stick

Successful Tc. X Implementation Ø Management & User Buy In Ø Define Scope (Stick to it) Ø Data Clean-up / Organization, before migration Ø Server Set-ups § Item Types, Attribute Mapping § Access Control Ø Client Set-ups Ø Testing / Training Ø Understand Limitations Wed. June 4, 2008; Tc. X Implementation; Kevin Baxter; Solid Solutions, LLC 6

Implementation Methodology Requirement Analysis As - Is To - Be Gap Analysis Definition Phase

Implementation Methodology Requirement Analysis As - Is To - Be Gap Analysis Definition Phase Scope File Naming Conventions Search Attributes Access & Permissions Configuration Phase Server Configuration Network Configuration Testing & Training Phase PDM Configuration Testing Document Go Live Maintenance Phase User Training Database Tuning Hand Holding Performance Tuning Client Configuration Data Migration Wed. June 4, 2008; Tc. X Implementation; Kevin Baxter; Solid Solutions, LLC Support 7

Define Scope of Implementation Ø Evaluate existing data condition Ø Standard Parts library usage?

Define Scope of Implementation Ø Evaluate existing data condition Ø Standard Parts library usage? Ø Implement Workflows / Notifications Ø Data Import § What Comes First / How Long Will it Take? § Is all data history required or only current revision? Ø Extend to other document types in office Ø Release Process Ø ECO Process Ø View & Markup Process Ø Server(s) (will there be Production, Training/Test) 8 Wed. June 4, 2008; Tc. X Implementation; Kevin Baxter; Solid Solutions, LLC

Server Configuration Options ØSingle TEM Install ØCommon ØDual TEM Install ØIndependent Servers ØIndependent ØTcfs

Server Configuration Options ØSingle TEM Install ØCommon ØDual TEM Install ØIndependent Servers ØIndependent ØTcfs Services ØFMS Services ØETS Services 9

Tc. X Item Master Form Rendering Friday, April 27, 2007; Tc. X Implementation; Kevin

Tc. X Item Master Form Rendering Friday, April 27, 2007; Tc. X Implementation; Kevin Baxter; Solid Solutions, LLC 10

Tc. X Item Revision Master Form Rendering Friday, April 27, 2007; Tc. X Implementation;

Tc. X Item Revision Master Form Rendering Friday, April 27, 2007; Tc. X Implementation; Kevin Baxter; Solid Solutions, LLC 11

Tc. X Item Revision Master Form Rendering Friday, April 27, 2007; Tc. X Implementation;

Tc. X Item Revision Master Form Rendering Friday, April 27, 2007; Tc. X Implementation; Kevin Baxter; Solid Solutions, LLC 12

Tc. X Examples, User Property Names Friday, April 27, 2007; Tc. X Implementation; Kevin

Tc. X Examples, User Property Names Friday, April 27, 2007; Tc. X Implementation; Kevin Baxter; Solid Solutions, LLC 13

Tc. X Form Definition Ø Search for this on the GTAC website. Explains process

Tc. X Form Definition Ø Search for this on the GTAC website. Explains process to define XML form rendering definition. Ø Must be done before importing data. Ø Each “Item” (Master & Revision Master) must have unique definition. Friday, April 27, 2007; Tc. X Implementation; Kevin Baxter; Solid Solutions, LLC 14

Tc. X Examples, Friday, April 27, 2007; Tc. X Implementation; Kevin Baxter; Solid Solutions,

Tc. X Examples, Friday, April 27, 2007; Tc. X Implementation; Kevin Baxter; Solid Solutions, LLC 15

Tc. X Examples, Released Files Friday, April 27, 2007; Tc. X Implementation; Kevin Baxter;

Tc. X Examples, Released Files Friday, April 27, 2007; Tc. X Implementation; Kevin Baxter; Solid Solutions, LLC 16

Tc. X Search Modification Friday, April 27, 2007; Tc. X Implementation; Kevin Baxter; Solid

Tc. X Search Modification Friday, April 27, 2007; Tc. X Implementation; Kevin Baxter; Solid Solutions, LLC 17

Tc. X Document Distribution Query Friday, April 27, 2007; Tc. X Implementation; Kevin Baxter;

Tc. X Document Distribution Query Friday, April 27, 2007; Tc. X Implementation; Kevin Baxter; Solid Solutions, LLC 18

Tc. X Document Distribution Report Friday, April 27, 2007; Tc. X Implementation; Kevin Baxter;

Tc. X Document Distribution Report Friday, April 27, 2007; Tc. X Implementation; Kevin Baxter; Solid Solutions, LLC 19

Data Clean-Up Ø Renaming files (see SEEC doc’s, Bad Char’s, Length) Ø Avoid Data

Data Clean-Up Ø Renaming files (see SEEC doc’s, Bad Char’s, Length) Ø Avoid Data Duplication, Only single copy of SE files (123. ASM, 123. PAR Not Allowed) Ø Fix All Broken Links Ø Illegal Characters Ø File Naming Conventions for Future Ø Folder structure goes away Ø Open & Save in Latest Version Ø Attribute Adjustments Ø Non SE Data Management Friday, April 27, 2007; Tc. X Implementation; Kevin Baxter; Solid Solutions, LLC 20

Requirements, Set-up / Implementation Ø Teamcenter Express Implementation Guide § http: //support. ugs. com/docs/tc_exp/30/Tc.

Requirements, Set-up / Implementation Ø Teamcenter Express Implementation Guide § http: //support. ugs. com/docs/tc_exp/30/Tc. XGetting. Started. pdf § http: //support. ugs. com/docs/tc_exp/30/Tc. XInstallation. Guide. pdf § http: //support. ugs. com/docs/tc_exp/30/Tc. XRelease. Bulletin. pdf Ø SEEC Implementation Guide Ø http: //support. ugs. com/docs/se/seec_Best_Practices. pdf Ø Teamcenter Data Cleanup § http: //download. ugs. com/solid_edge/Teamcenter_Data_Prep_Utilities/ver 20/S olid_Edge_Data_Prep_And_Import_Utilities_V 2. 0. 0. 7_For. V 20. _msi Ø Other Integrations Ø Applications CD/DVD: Friday, April 27, 2007; Tc. X Implementation; Kevin Baxter; Solid Solutions, LLC 21

Solid Edge Otptions-XML Setup Must be set to yes for user to update their

Solid Edge Otptions-XML Setup Must be set to yes for user to update their settings. Friday, April 27, 2007; Tc. X Implementation; Kevin Baxter; Solid Solutions, LLC 22

Permissions Ø Identify Tc. X Users/Groups/Roles Ø Add Required Groups and Roles Ø Set

Permissions Ø Identify Tc. X Users/Groups/Roles Ø Add Required Groups and Roles Ø Set Required Permissions Friday, April 27, 2007; Tc. X Implementation; Kevin Baxter; Solid Solutions, LLC 23

Understanding Limitations Some limitations exist. Knowlegde of these will minimize complications later. Ø Links

Understanding Limitations Some limitations exist. Knowlegde of these will minimize complications later. Ø Links to other files can present challenges. (Setup company best practices) § § § Xpress. Route piping links and how to revise. Assembly links to other parts (Cutouts, Ref’s, Etc. ) FOP’s FOA’s Interpart Copy Parts Library Friday, April 27, 2007; Tc. X Implementation; Kevin Baxter; Solid Solutions, LLC 24

Client Components Ø Disable Antivirus on SE file types and others as needed. §

Client Components Ø Disable Antivirus on SE file types and others as needed. § PAR, PSM, ASM, CFG, PWD, PCF, IXF, QAF, JT Ø Setup Teamcenter Express Client Ø Set SE XML file with options and update Ø SEEC Client § Latest Service Pack for Version Used § Set Users Cache Location Ø Other CAD Managers Friday, April 27, 2007; Tc. X Implementation; Kevin Baxter; Solid Solutions, LLC 25

Challenges in Tc. X Implementation Ø Resistance to change Ø Legacy data migration Ø

Challenges in Tc. X Implementation Ø Resistance to change Ø Legacy data migration Ø Collaboration over limited bandwidth Ø Meeting Users / Department specific needs Friday, April 27, 2007; Tc. X Implementation; Kevin Baxter; Solid Solutions, LLC 26

Requirements, IT Administrator Ø Ensure that you understand thoroughly: § § § Daily work

Requirements, IT Administrator Ø Ensure that you understand thoroughly: § § § Daily work flow in Tc. X Release Process Backup & Restore Procedures Adding and Removing Users Granting Revoking Rights & Privileges to Users File / Database Maintenance Ø These tasks are critical to a successful implementation. Friday, April 27, 2007; Tc. X Implementation; Kevin Baxter; Solid Solutions, LLC 27

End User Efficiency Requirements Ø Tc. X Client Familiararity Ø Forms with Required Attributes

End User Efficiency Requirements Ø Tc. X Client Familiararity Ø Forms with Required Attributes Ø Templates for new documents Ø Common Parts Library Ø Continual Education on New Features and Company Standards Friday, April 27, 2007; Tc. X Implementation; Kevin Baxter; Solid Solutions, LLC 28

Maintenance / Disaster Recovery Plan Ø Backup database regularly § Use the built in

Maintenance / Disaster Recovery Plan Ø Backup database regularly § Use the built in backup inside SQL or third party (Ave. Point) • Enterprise Manager DB, SE DB, WSS DB & Master DB § Back up these to another location Ø Use backup utility to backup entire Db. Ø Truncate log files or verify this is happening often. Ø Monitor “Log File” drive on a regular basis. § If it’s getting large, investigate reason Ø Have a plan for the failure of the backup plan Friday, April 27, 2007; Tc. X Implementation; Kevin Baxter; Solid Solutions, LLC 29

Q&A

Q&A

Documentation References Ø Teamcenter Engereering Utilities Reference, Doc. # ENG 00016 § http: //support.

Documentation References Ø Teamcenter Engereering Utilities Reference, Doc. # ENG 00016 § http: //support. ugs. com/docs/tc_eng/2005 sr 1/Utilities. Reference. pdf • ps_upload; release_man; import_file; install (options); backup_xmlinfo; purge_invalid_subscriptions; schema browser; collect_garbage; dataset_cleanup; datasettype_cleanup; purge_volumes Friday, April 27, 2007; Tc. X Implementation; Kevin Baxter; Solid Solutions, LLC 31