PLM Presentation 2008 Baxter

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    Teamcenter Express:Putting the Puzzle Together

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    Teamcenter Express Implementation

    Author: Kevin Baxter

    Company: Solid Solutions, LLC

    Email:

    [email protected], ID

    Phone: 208.869.4069

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    Wed. June 4, 2008; TcX Implementation; Kevin Baxter; Solid Solutions, LLC 3

    Solid Solutions, LLC

    Established in 2000Office Location: Boise, Idaho

    Lines 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

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    Teamcenter Express Advantages

    Very Configurable (Be Careful to not Overdo)Individual File Release Control

    Engineering/Manufacturing Data Repository

    (all design data / specs)Expandable / Upgradable

    Precise Permission Control for Data Access

    Multi-Site / Multi-CAD compatibleShop Floor Support

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    Decisions for TcX

    Network File Management out of ControlBetter File Control (release / engineering process)

    Automated Workflows

    Improved Permission Control / File Access

    Expanding data creation

    Multi-CAD support

    Expandable to Manufacturing Support

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    Successful TcX Implementation

    Management & User Buy InDefine Scope (Stick to it)

    Data Clean-up / Organization, before migration

    Server Set-ups Item Types, Attribute Mapping

    Access Control

    Client Set-ups

    Testing / Training

    Understand Limitations

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    Implementation Methodology

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    RequirementAnalysis

    As - Is

    Gap Analysis

    To - Be

    Definition Phase

    Scope

    SearchAttributes

    File NamingConventions

    ConfigurationPhase

    Server

    Configuration

    ClientConfiguration

    NetworkConfiguration

    PDMConfiguration

    Document

    Testing &Training Phase

    Testing

    User Training

    Hand Holding

    MaintenancePhase

    DatabaseTuning

    PerformanceTuning

    Support

    Go Live

    Access &Permissions

    Data Migration

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    Define Scope of Implementation

    Evaluate existing data conditionStandard Parts library usage?

    Implement Workflows / Notifications

    Data Import What Comes First / How Long Will it Take?

    Is all data history required or only current revision?

    Extend to other document types in office

    Release ProcessECO Process

    View & Markup Process

    Server(s) (will there be Production, Training/Test)

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    Server Configuration Options

    Prod Db

    Training

    Db

    Prod Db

    Training

    Db

    Prod Db

    TrainingDb

    Common

    Tcfs Service

    FMS Service

    ETS Service

    Independent

    Tcfs Services

    FMS Services

    ETS Services

    Single TEM Install Dual TEM Install Independent Servers

    Independent

    Tcfs Services

    FMS Services

    ETS Services

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    TcX Item Master Form Rendering

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    TcX Item Revision Master Form Rendering

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    TcX Item Revision Master Form Rendering

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    TcX Examples, User Property Names

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    TcX Form Definition

    Search for this on the GTAC website. Explainsprocess to define XML form renderingdefinition.

    Must be done before importing data.

    Each Item (Master & Revision Master) must

    have unique definition.

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    TcX Examples,

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    TcX Examples, Released Files

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    TcX Search Modification

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    TcX Document Distribution Query

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    TcX Document Distribution Report

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    Data Clean-Up

    Renaming files (see SEEC docs, Bad Chars, Length)Avoid Data Duplication, Only single copy of SE

    files (123.ASM, 123.PSM, 123.PAR Not Allowed)

    Fix All Broken Links

    Illegal Characters

    File Naming Conventions for Future

    Folder structure goes away

    Open & Save in Latest Version

    Attribute Adjustments

    Non SE Data Management

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    Requirements, Set-up / Implementation

    Teamcenter Express Implementation Guide http://support.ugs.com/docs/tc_exp/30/TcXGettingStarted.pdf

    http://support.ugs.com/docs/tc_exp/30/TcXInstallationGuide.pdf

    http://support.ugs.com/docs/tc_exp/30/TcXReleaseBulletin.pdf

    SEEC Implementation Guide http://support.ugs.com/docs/se/seec_Best_Practices.pdf

    Teamcenter Data Cleanup http://download.ugs.com/solid_edge/Teamcenter_Data_Prep_Utilities/ver20/S

    olid_Edge_Data_Prep_And_Import_Utilities_V2.0.0.7_ForV20._msi

    Other IntegrationsApplications CD/DVD:

    http://support.ugs.com/docs/tc_exp/30/TcXGettingStarted.pdfhttp://support.ugs.com/docs/tc_exp/30/TcXInstallationGuide.pdfhttp://support.ugs.com/docs/tc_exp/30/TcXReleaseBulletin.pdfhttp://support.ugs.com/docs/se/seec_Best_Practices.pdfhttp://download.ugs.com/solid_edge/Teamcenter_Data_Prep_Utilities/ver20/Solid_Edge_Data_Prep_And_Import_Utilities_V2.0.0.7_ForV20._msihttp://download.ugs.com/solid_edge/Teamcenter_Data_Prep_Utilities/ver20/Solid_Edge_Data_Prep_And_Import_Utilities_V2.0.0.7_ForV20._msihttp://download.ugs.com/solid_edge/Teamcenter_Data_Prep_Utilities/ver20/Solid_Edge_Data_Prep_And_Import_Utilities_V2.0.0.7_ForV20._msihttp://download.ugs.com/solid_edge/Teamcenter_Data_Prep_Utilities/ver20/Solid_Edge_Data_Prep_And_Import_Utilities_V2.0.0.7_ForV20._msihttp://support.ugs.com/docs/se/seec_Best_Practices.pdfhttp://support.ugs.com/docs/tc_exp/30/TcXReleaseBulletin.pdfhttp://support.ugs.com/docs/tc_exp/30/TcXInstallationGuide.pdfhttp://support.ugs.com/docs/tc_exp/30/TcXGettingStarted.pdf
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    Solid Edge Otptions-XML Setup

    Must be set to yesfor user to update

    their settings.

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    Permissions

    Identify TcX Users/Groups/RolesAdd Required Groups and Roles

    Set Required Permissions

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    Understanding Limitations

    Some limitations exist. Knowlegde of thesewill minimize complications later. Links to other files can present challenges.

    (Setup company best practices)

    XpressRoute piping links and how to revise.

    Assembly links to other parts (Cutouts, Refs, Etc.) FOPs FOAs Interpart Copy Parts Library

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    Client Components

    Disable Antivirus on SE file types and othersas needed.

    PAR, PSM, ASM, CFG, PWD, PCF, IXF, QAF, JT

    Setup Teamcenter Express Client

    Set SE XML file with options and update

    SEEC Client

    Latest Service Pack for Version Used

    Set Users Cache Location

    Other CAD Managers

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    Challenges in TcX Implementation

    Resistance to change Legacy data migration

    Collaboration over limited bandwidth

    Meeting Users / Department specific needs

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    Requirements, IT Administrator

    Ensure that you understand thoroughly: Daily work flow in TcX

    Release Process

    Backup & Restore Procedures

    Adding and Removing Users

    Granting Revoking Rights & Privileges to Users

    File / Database Maintenance

    These tasks are critical to a successfulimplementation.

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    End User Efficiency Requirements

    TcX Client FamiliararityForms with Required Attributes

    Templates for new documents

    Common Parts Library

    Continual Education on New Features andCompany Standards

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    Maintenance / Disaster Recovery Plan

    Backup database regularly Use the built in backup inside SQL or third party (AvePoint)

    Enterprise Manager DB, SE DB, WSS DB & Master DB

    Back up these to another location

    Use backup utility to backup entire Db.

    Truncate log files or verify this is happening often.

    Monitor Log File drive on a regular basis. If its getting large, investigate reason

    Have a plan for the failure of the backup plan

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    Q & A

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    Documentation References

    Teamcenter Engereering Utilities Reference, Doc.# ENG00016 http://support.ugs.com/docs/tc_eng/2005sr1/UtilitiesReference.pdf

    ps_upload; release_man; import_file; install (options); backup_xmlinfo;purge_invalid_subscriptions; schema browser; collect_garbage;

    dataset_cleanup; datasettype_cleanup; purge_volumes

    http://support.ugs.com/docs/tc_eng/2005sr1/UtilitiesReference.pdfhttp://support.ugs.com/docs/tc_eng/2005sr1/UtilitiesReference.pdf