Taking the pain out of PDM Product Data Management made easy with - PowerPoint PPT Presentation

Taking the pain out of PDM Product Data Management made easy with Wayne Marshall & Richard Farries Wednesday, 14 November 2012

Agenda • Why are you looking at PDM? • Business Needs • Mapping your needs to PDM functionality • Features of WPDM • Features of EPDM • Implementing PDM functionality to meet your needs • WPDM Xpress • EPDM Xpress

Just why are you looking at PDM? • Your business is built around Information • Information is your intellectual property • Your company’s Information needs to be secure • Key decisions are made from this Information • 3-7% of your intellectual property is lost per annum*** • You spend 20% of Eng/Mfg time searching for correct info** • 80% of you final product costs are committed during design phase* • You need to capture key business processes and workflow • Quality assurance, Regulation and Compliance are important to you • You have multiple locations within the business

Why are you looking at PDM? Multi CAD Template Driven User Roles BOM Interface Legacy Data Multi Site? Management How many Type of Office Documents users? Documents Web Access? Business Ease of Set-Up NEEDS? Integration Bills of Material Security Business Compliance Multiple Workflows Processes Audit Trail MetaData Feedback Loops Categorisation Part Numbers Single Sign on Reporting Notifications

OK.. So how do we solve these problems? Global Product Lifecycle Management (PLM) Enovia (PLM) Enterprise Data Enterprise PDM Management (EPDM) (EPDM) Workgroup Data WorkGroup PDM Management (WPDM) (WPDM) Personal File SolidWorks Explorer Management

Users and Location SolidWorks Workgroup PDM SolidWorks Enterprise PDM Designed for 1 ~10 users Designed for 1 ~ 500 users WPDM user / password accounts EPDM or Windows Active Directory log in • Single sign on Designed for use in one single site Can be fully replicated across multiple sites SolidWorks Explorer ‘Client’ interface Windows Explorer ‘Client’ Interface One Custom Property can be added to interface Fully configurable ‘Columns’ based on logged in user / group membership ‘Report’ & Search on Metadata Fully Configurable ‘Search’ Card designer • Variables / Workflow / History / Label / Content / Check Out status Web based Client (Read Only) Web based Client (Full functionality)

Types of Documents SolidWorks Workgroup PDM SolidWorks Enterprise PDM Basic File Management (Check in /out, Revision) Complete Product Data Management Integrated within SolidWorks Integrated within SolidWorks, SolidWorks Electrical, Draftsight, ACAD, Inventor, ProE Support for SW, ACAD, INV, ProE, SE, MS Office, Outlook .msg, CALS, XML Basic ‘Vaulting’ for other formats Any Application with ‘windows’ File dialog can open / save from the Vault directly. Native viewing for SolidWorks Native viewing ~500 formats PDF requires Adobe/Foxit Reader 3 rd Party Viewers can be referenced to • • Other files are thumbnail bitmaps support additional native formats • No ‘Content Search’ Content Search can be enabled for Documents with suitable iFilters (Office, PDF, SW + 3 rd Parties)

Business Processes SolidWorks Workgroup PDM SolidWorks Enterprise PDM Status based linear Workflow (lifecycle States) Fully configurable Workflow, serial, parallel, parallel with ‘voting’ based on States and Transitions between Sates. Task automation (Convert / Print/Design Checker) No Part name / Number generation Multiple ‘Serial Number’ generators No ‘Notifications’ without programming ‘Database Mail’ or SMTP email Notifications Workflow driven • Subscription based (notify me when..) • Message other users • Single set of ‘States’ apply to all files Multiple Workflows based on Document Category ECO / ECN (Change Management) support Rule based ‘Document Templates’

Compliance SolidWorks Workgroup PDM SolidWorks Enterprise PDM Auditable: File History can be viewed in Client Auditable: File History can be viewed / printed Security: WPDM Logins Security: EPDM or Windows Logins Security: User and Group permissions against files Security: User & Group permissions against files / in projects based on Lifecycle State projects/ workflow transitions based on Workflow State Terminal checks: No ‘electronic’ signatures Transitions can be password protected to provide “Electronic Signature” in History Process validation: None Conditions in Workflow ensure required actions are done / metadata captured. Block Sequential State Changes (Self approval) Add notes to update Drawing Border (Approver) Workflow driven capture of events (user / date) that can populate metadata within file

Business System Integration SolidWorks Workgroup PDM SolidWorks Enterprise PDM BOM based on SW CAD References Complete BOM from CAD plus Vault References No additional BOM management tools • BOM Workflow available for ‘named’ BOM’s • Named BOM edit (insert, insert child, hide row) • Reference driven Values in BOM (e.g. Colour) • Activated BOM’s – view control Compare BOM (Computed / Named) • • Filter named BOM’s Export (save) BOM direct to csv • Event based triggers (Requires programming) Workflow based event ‘actions’ Custom programs required to exchange metadata Automated Data Exchange via XML (import and export) No support for ‘Lists’ DataCard List Controls can be populated by external SQL query (e.g. CRM system)

Ease of Implementation SolidWorks Workgroup PDM SolidWorks Enterprise PDM Bulk Import tool for Legacy Data Drag / Drop data | Migrate from WPDM Every Folder (Project / Sub Project) name must be Folder names can be duplicated or unique unique across the Vault Every File Name must be unique across the Vault File names can be duplicated or unique based on extension Top Level projects can only be created by Individual User rights to create ‘Folders’ (at any Administrator within Vault Admin Tool level) or execute ‘Project’ Templates can be granted. Metadata can be entered as ‘Text’ Metadata can be list, checkbox, radio button or text based with fully configurable forms for each file type. 3 ‘Xpress’ pre -configured Vaults freely available for Enterprise Xpress 5 day Implementation program Download . available.

Workgroup Xpress Vaults • Watch the ‘Webcast’ on SolidSolutions.tv for full details • Available for download as 3 pre built Vault Configurations from Solid Solutions’ FTP site (links in webcast) • ‘Basic’ • No Lifecycle • Single Revision Scheme • ‘Mid’ • Two Lifecycle States (In-Design / Production) • Two Revision Schemes (Pre-00, Pre-01, A, A-01, A-02, B etc.) • ‘Large’ • Four Lifecycle States (In-Design, Pending Approval, Production, Engineering Change) • Ownership linked to State Change when files set to Pending Approval • Multiple user ‘Groups’ with permissions (RO/RW/No Access) linked to States • Two Revision Schemes as per ‘’Mid’ configuration

Enterprise Xpress • The Enterprise Xpress program has been designed to enable our customers to rapidly maximise the return on their investment in SolidWorks Enterprise PDM with as little disruption as possible. • The program is based on the delivery of a Preconfigured ‘ SolidStart ’ Vault that can be tailored to include some of the initial requirements of the customer within a documented framework and a predefined timeframe.

Enterprise Xpress • EPDM Administration training for one person (3 Days*) Choice of two Workflows for MCAD data • “Document “ Workflow • • Engineering Change Document Workflow • Group based access control (create / edit / view) Version & revision management • Fast searching (SQL Server based solution) • Instant “where used” reporting • • Bill of Materials (BOM) • Automatic ‘Part’ numbering • Notifications within Workflow (email) Task automation (create PDFs from SolidWorks) • Training Day 1 Day 2 Day 3 Day 4 Day 5 1 week 2 Weeks • Configuration • Administration • Configuration • Configuration • Software • Review Training Installation Changes • Datacards • Workflows • EPDM Templates • Implementation • Variables • Import Users • Implement • Task Configuration Document Changes • Configure email • Serial Numbers • SolidWorks Review • Go-Live • End User Templates Training * Extended IT / User training as of Jan 2013

A consistent methodology • Standard form for capturing requirements and explaining options

Easy to Implement and tailor • Example: DataCard design • Predefined Variables with options to tailor • Standard ‘Out Of The Box’ Variables • Up to 5 Custom Variables per DataCard (Edit box, Date, List, Radio, Check box) • Add your Logo