Transcript Teamcenter Express: Putting the Puzzle Together

Teamcenter Express:
Putting the Puzzle Together
Teamcenter Express Implementation
Author: Kevin Baxter
Company: Solid Solutions, LLC
Email:
[email protected]
Boise, ID
Phone: 208.869.4069
Solid Solutions, LLC
Established in 2000
Office 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
Wed. June 4, 2008; TcX Implementation; Kevin Baxter; Solid Solutions, LLC
3
Teamcenter Express Advantages
Very Configurable (Be Careful to not Overdo)
Individual File Release Control
Engineering/Manufacturing Data Repository
(all design data / spec’s)
Expandable / Upgradable
Precise Permission Control for Data Access
Multi-Site / Multi-CAD compatible
Shop Floor Support
Wed. June 4, 2008; TcX Implementation; Kevin Baxter;
4
Decisions for TcX
Network File Management out of Control
Better File Control (release / engineering process)
Automated Workflows
Improved Permission Control / File Access
Expanding data creation
Multi-CAD support
Expandable to Manufacturing Support
Friday, April 27, 2007; TcX Implementation; Kevin Baxter; Solid Solutions, LLC
5
Successful TcX Implementation
 Management & User Buy In
 Define 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
Wed. June 4, 2008; TcX Implementation; Kevin Baxter; Solid Solutions, LLC
6
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; TcX Implementation; Kevin Baxter; Solid Solutions, LLC
Support
7
Define Scope of Implementation
 Evaluate existing data condition
 Standard 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 Process
 ECO Process
 View & Markup Process
Wed.Server(s)
(will there be Production, Training/Test)
8
June 4, 2008; TcX Implementation; Kevin Baxter; Solid Solutions, LLC
Server Configuration Options
Single
TEM Install
Dual
TEM Install
Prod Db
Prod Db
Training
Db
Training
Db
Common
Tcfs
Service
Independent
Servers
Prod Db
Training
Db
Independent
Independent
Tcfs
Tcfs
Services
Services
FMS
Service
FMS
Services
FMS
Services
ETS
Service
ETS
Services
ETS
Services
9
TcX Item Master Form Rendering
Friday, April 27, 2007; TcX Implementation; Kevin Baxter; Solid Solutions, LLC
10
TcX Item Revision Master Form Rendering
Friday, April 27, 2007; TcX Implementation; Kevin Baxter; Solid Solutions, LLC
11
TcX Item Revision Master Form Rendering
Friday, April 27, 2007; TcX Implementation; Kevin Baxter; Solid Solutions, LLC
12
TcX Examples, User Property Names
Friday, April 27, 2007; TcX Implementation; Kevin Baxter; Solid Solutions, LLC
13
TcX Form Definition
 Search for this on the GTAC website. Explains
process to define XML form rendering
definition.
 Must be done before importing data.
 Each “Item” (Master & Revision Master) must
have unique definition.
Friday, April 27, 2007; TcX Implementation; Kevin Baxter; Solid Solutions, LLC
14
TcX Examples,
Friday, April 27, 2007; TcX Implementation; Kevin Baxter; Solid Solutions, LLC
15
TcX Examples, Released Files
Friday, April 27, 2007; TcX Implementation; Kevin Baxter; Solid Solutions, LLC
16
TcX Search Modification
Friday, April 27, 2007; TcX Implementation; Kevin Baxter; Solid Solutions, LLC
17
TcX Document Distribution Query
Friday, April 27, 2007; TcX Implementation; Kevin Baxter; Solid Solutions, LLC
18
TcX Document Distribution Report
Friday, April 27, 2007; TcX Implementation; Kevin Baxter; Solid Solutions, LLC
19
Data Clean-Up
 Renaming files (see SEEC doc’s, Bad Char’s, 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
Friday, April 27, 2007; TcX Implementation; Kevin Baxter; Solid Solutions, LLC
20
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 Integrations
 Applications CD/DVD:
Friday, April 27, 2007; TcX Implementation; Kevin Baxter; Solid Solutions, LLC
21
Solid Edge Otptions-XML Setup
Must be set to yes
for user to update
their settings.
Friday, April 27, 2007; TcX Implementation; Kevin Baxter; Solid Solutions, LLC
22
Permissions
 Identify TcX Users/Groups/Roles
 Add Required Groups and Roles
 Set Required Permissions
Friday, April 27, 2007; TcX Implementation; Kevin Baxter; Solid Solutions, LLC
23
Understanding Limitations
Some limitations exist. Knowlegde of these
will 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, Ref’s, Etc.)
FOP’s
FOA’s
Interpart Copy
Parts Library
Friday, April 27, 2007; TcX Implementation; Kevin Baxter; Solid Solutions, LLC
24
Client Components
 Disable Antivirus on SE file types and others
as 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
Friday, April 27, 2007; TcX Implementation; Kevin Baxter; Solid Solutions, LLC
25
Challenges in TcX Implementation
 Resistance to change
 Legacy data migration
 Collaboration over limited bandwidth
 Meeting Users / Department specific needs
Friday, April 27, 2007; TcX Implementation; Kevin Baxter; Solid Solutions, LLC
26
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 successful
implementation.
Friday, April 27, 2007; TcX Implementation; Kevin Baxter; Solid Solutions, LLC
27
End User Efficiency Requirements
 TcX Client Familiararity
 Forms with Required Attributes
 Templates for new documents
 Common Parts Library
 Continual Education on New Features and
Company Standards
Friday, April 27, 2007; TcX Implementation; Kevin Baxter; Solid Solutions, LLC
28
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 it’s getting large, investigate reason
 Have a plan for the failure of the backup plan
Friday, April 27, 2007; TcX Implementation; Kevin Baxter; Solid Solutions, LLC
29
Q&A
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
Friday, April 27, 2007; TcX Implementation; Kevin Baxter; Solid Solutions, LLC
31