407 - Simplify your design world with Solid Edge SP

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Bryan Chapman
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4 th Generation VLC courtesy of Edison2 407 - Simplify your design world

1 4 th Generation VLC courtesy of Edison Simplify your design world with Solid Edge SP Duane Vaske, Product Planning Manager - PDM Products, #SEU13

Solid Edge SP Simplify your design world A new SharePoint App for Solid Edge users who are finding that as the volume of their data grows, using Windows folders and network drives is limiting their

2 Solid Edge SP Simplify your design world A new SharePoint App for Solid Edge users who are finding that as the volume of their data grows, using Windows folders and network drives is limiting their ability to complete design projects efficiently Easy management of Solid Edge CAD files and related documents, plus automation of everyday tasks resulting in on-time and on-budget completion of design projects Built on our 10 years of technical leadership in SharePoint based CAD file management with Solid Edge Insight - Update screenshots Page 2

3 Topics Pre-Configured Environment Fundamentals Tools & Web Parts Applications Demonstration Wrap-Up 4 th Generation VLC courtesy of Edison2 Page 3

4 Pre-Configured Environment Solid Edge SP Page 4 #SEU13

Optional Customization Change site layouts as needed to meet needs of organization Change data organization

5 Solid Edge SP Pre-Configured Environment Based on SharePoint platform Single site collection OOTB permissions, groups, site layout Easy Installation and Configuration Get up and running quickly with a usable configuration Optional Customization Change site layouts as needed to meet needs of organization Change data organization method, metadata, content types, etc. as usage / needs evolve Configure behavior of tools and features as desired Page 5

6 Solid Edge SP Pre-Configured Environment Legend Landing Page Data Site Tool Site Projects In-House Purchased Sandbox Documents Application Web Part Carts Change Management Solid Edge Solid Edge SP Viewer Structure Editor Search Content Browser Relation Browser Configuration Page 6

7 Pre-Configured Environment Solid Edge SP Data Sites Solid Edge SP enabled SharePoint sites for organizing product and related data Landing Page In-House Purchased Sandbox Documents In-House Page 7 Organize files related to all the products / parts / components designed in-house Can have as many in-house sites as desired Purchased Organize all components / standard parts purchased from 3 rd party suppliers Special Behavior use URL as the default location to store Solid Edge standard parts Sandbox Work on designs in an isolated area away from production data Special Behavior all components in this site receive a status of Sandbox Documents Organize general documents and collateral related to products, processes, etc. Special Behaviors Cannot create parts or part revisions

8 Pre-Configured Environment Solid Edge SP Tool sites Landing Page Solid Edge SP enabled SharePoint sites containing tools for working with applying business process to product data and related information Projects Binder concept for managing data related to a project Carts Simple / flexible method to collect and group data in an ad-hoc fashion Change Management Easy to use task management & integration to SharePoint workflow Search Easily locate Solid Edge SP objects across the entire site collection Configuration Administer Solid Edge SP tools and features Page 8

Pre-Configured Environment UI Elements Tools Ribbon Select any object to bring up Tools Ribbon Quick Access Menu Hover over object to activate pop up tool bar Select / Multi-select Send to Relation

9 Pre-Configured Environment UI Elements Tools Ribbon Select any object to bring up Tools Ribbon Quick Access Menu Hover over object to activate pop up tool bar Select / Multi-select Send to Relation Browser Preview / Properties RMB Menu Right click on any row to bring up tools menu Can act on objects, revisions, files Context based functionality Considers object type and user permissions Page 9

10 Pre-Configured Environment Site Layout - Update screenshots Page 10

11 Fundamentals Solid Edge SP Page 11 #SEU13

12 Solid Edge SP Containers Folder Collection of embedded content Many engineers and designers still use folders As a collection of content it s a good starting point for Containers Page 12

13 Solid Edge SP Containers Folder Collection of embedded content Solid Edge SP - Container Collection of embedded content Page 13

14 Solid Edge SP Containers SharePoint Folder Collection of embedded content Solid Edge SP - Container Collection of embedded content And referenced content Links Page 14

Solid Edge SP Part* (PRT) is the most fundamental

word document CAD files But it can also Link to

Solid Edge SP - PRT Collection of embedded content

dft * Just as assemblies have part numbers; a part in

15 Solid Edge SP Part* (PRT) is the most fundamental container It can Contain things like: Spreadsheet word document CAD files But it can also Link to things: Other Parts Other Solid Edge SP Containers Solid Edge SP - PRT Collection of embedded content And referenced content PRT-00091_A.asm PRT-00091_A.dft * Just as assemblies have part numbers; a part in Solid Edge SP can be either a part or assembly PRT-00091_A.pdf Page 15

16 Solid Edge SP Part Revisions Parts are more sophisticated than other Containers Can and usually do contain Revisions A B C Page 16

17 Tools Solid Edge SP Page 17 #SEU13

18 Solid Edge SP Tools Overview Container Style Tools Projects Carts ECRs & ECOs Page 18

Solid Edge SP Tools Projects What is it?

I need to be able to see the design work that is associated with a specific project and

any design data Assemblies, parts, documents ECR s / ECO s defining the project Project

reference same data No duplication of data between projects Life Cycle Status Projects

19 Solid Edge SP Tools Projects What is it? Container to tie together assemblies and all related information. I need to be able to see the design work that is associated with a specific project and understand the status of the project Embed documents specific to the project References any design data Assemblies, parts, documents ECR s / ECO s defining the project Project definition always references latest version of data Flexibility Multiple projects can reference same data No duplication of data between projects Life Cycle Status Projects and contents have status Referenced objects can carry their own Page 19 ECO-0002 ECO-0003 Project Link PRT / A PRJ-0003 description.docx Budget.xslx Miscellaneous.zip

20 Project Data Organization Referenced vs. Physical Referenced ( Binder ) Projects Landing Page Physical Storage Location ( Data ) Favorites Projects Project Binders Model W04 In-House Purchased Sandbox Documents PRJ-0004-nose cone PRJ-0005-front wing PRT Guard PRT Anchor PRT Motor Model W03 PRT Bracket PRT Drum PRT-00086/A-Moto nose design PRJ-0002-air inlet Misc.zip PRJ-0003-hook up PRT-00091/A-Brac Sbracvs.dft sbracvs.asm sbracvs.pdf PRT Plate PRT Fork PRT Bushing PRT Drum PRT Grill PRT Shim PRT Bracket PRT Pin PRT-00088/A-Pin PRT-00088/B-Pin PRT-00088/C-Pin PRJ season Page 20

collecting information Based on referenced data Can be used to define and design review packages Actions can be performed on the cart

21 Solid SP Tools Carts What is it? Collection cart container that provides a simple and flexible method to group data PRT / A PRT / A Ad hoc method of collecting information Based on referenced data Can be used to define and design review packages Actions can be performed on the cart contents (Release, Create PCF, Transfer to active object, etc.) Cart manipulation - Add, Remove, Delete Page 21 PRT / A Cart Link CRT Examples: Parts to review ECR s to approve Things to print Stuff to add to add to active object

22 Change Management ECR What is it? Container for all information related to the request for change of a part. Easy Collection of Information Form describing the requested change Other related documents, images Reference to the design data in question PRT / A ECR Link ECR-0003 ECR-Form.docx Page 22

23 Change Management ECO What is it? Container for all information related to an Engineering change order Easy Collection of Information Form describing the change order Other related documents, images References to the part or assembly in question Typically an ECO will roll up one or more change requests ECOs carry a life cycle status ECR-0002 ECR-0005 ECO Link ECO-0003 PRT / F ECO-Form.docx Markup.pcf Page 23

24 Change Management Life Cycle Status In Review In Approval Released Working Preconfigured! Page 24 Sandbox Obsolete

25 Change Management Ready-to-use Workflows Quick-Release 2-Step Release Obsolete Ready-to-use Workflows act on the selected object or all referenced objects Page 25

26 Web Parts Solid Edge SP Page 26 #SEU13

27 Solid Edge SP Web Parts Content Browser Relation Browser Search Page 27

28 Solid Edge SP Web Parts Content Browser What is it? Solid Edge SP Web Part that provides a rich navigation experience for exploration of the physical structure of data Familiar tree view to allow users to navigate sites, document libraries, folders, parts, etc. Icons to identify content and status Show files option to include object content Configure scope of browsing Place this web part on any Solid Edge SP site to get useful core navigation improvements Page 28

Content Browser Favorites Favorites Familiar bookmark functionality for easy access to frequently used objects Capture location of any Solid Edge SP object Capture location of any Internet/Intranet

29 Content Browser Favorites Favorites Familiar bookmark functionality for easy access to frequently used objects Capture location of any Solid Edge SP object Capture location of any Internet/Intranet URL Use the actual object name or provide custom display names Select or RMB on favorite object to access any Solid Edge SP tool or command Use Go to Location command to easily navigate to object or URL Page 29

30 Content Browser Preview / Properties - Talk about new contents section in preview panel - Update screenshots What is it? 2 sided card shows a preview of the object on the front and properties on the back Available for any object in any Solid Edge SP web part: Relation Browser Content Browser Search Solid Edge SP Document Library Window is sizable and movable Click on it to flip it over Edit property values Page 30

31 Solid Edge SP Web Parts Relation Browser - Talk about thumbnails - Update screenshots What is it? Solid Edge SP Web Part that provides a rich navigation experience for exploration of the captured relational structure of data Tabs for comparing objects or structure Graphical and table views Icons to identify object and status Revision rules Family of Assemblies Access to all Solid Edge SP tools Place this web part on Solid Edge SP sites to explore relations Page 31

32 Relation Browser View Types - Maybe update map view screenshot Graph (Explore, Navigate) Table (Sort, Filter) Page 32

user saved searches Configurable Look-in search scope Supports wildcards and other standard search criteria Results are limited

33 Solid Edge SP Web Parts Search - Talk about save as Favorite - same UI available from within SE - Update screenshots What is it? Web Part used to efficiently locate Solid Edge SP content via configurable propertybased searching Pre-configured searches and user saved searches Configurable Look-in search scope Supports wildcards and other standard search criteria Results are limited by user permissions Search is also a Pre-configured Unrestricted Solid Edge Siemens SP AG 2013 Tool All rights Site reserved. Page 33

Search Result List Results are displayed in

34 Search Result List Results are displayed in simple data format Use of icons to quickly identify type of data Property columns are easily configured Results can be filtered by type of content Intuitive result page controls Can use RMB to act directly on results Page 34

35 Applications Solid Edge SP Page 35 #SEU13

36 Solid Edge SP Clients Structure Editor What is it? Makes quick work of revising and cloning even entire product structures Edit structure in Solid Edge SP but outside the CAD environment Open Parts and Projects Supports several key actions: Save As, Revise New (Part only) Add, Remove Move Page 36

37 Solid Edge SP Clients Solid Edge SP Viewer What is it? Familiar SE Viewer Works with Package Collaboration Files (PCF) Add Markups and save PCF back to Solid Edge SP Rich feature set Markup Measurement Cross Sectioning Page 37

Solid Edge SP Clients Solid Edge SP Viewer Package Files Bundle multiple files into a single package so they can be sent for review or sent outside the company Two primary

38 Solid Edge SP Clients Solid Edge SP Viewer Package Files Bundle multiple files into a single package so they can be sent for review or sent outside the company Two primary commands: Create Package create a new package file PCF or Zip Add to Package add content to an existing package file Browse Solid Edge SP database Search for the package Page 38

39 Solid Edge SP Solid Edge Client #SEU13

is installed Recently used list sets correct mode Clear indication of the

40 Solid Edge SP Clients Solid Edge - Update screenshots Connecting to Solid Edge SP Manage -> Solid Edge SP This is the default setting when Solid Edge SP Client is installed Recently used list sets correct mode Clear indication of the presence of Solid Edge SP Solid Edge Start Page Solid Edge application title bar Page 40

41 Solid Edge SP Clients Solid Edge File Open dialog lists the sites with Solid Edge SP document libraries containing part data Page 41

Solid Edge SP Clients Solid Edge Solid Edge PathFinder provides valuable feedback on managed information The direct document is checked out to me In Place

42 Solid Edge SP Clients Solid Edge Solid Edge PathFinder provides valuable feedback on managed information The direct document is checked out to me In Place Activating a document will also check the document out If a document can not be checked out then it will be opened read only Indication of who has the file checked out Page 42

Solid Edge SP project Assign Part Number / Revision ID

43 Solid Edge SP Clients Solid Edge CPD is Solid Edge SP aware Use Active project or Browse for and save to any Solid Edge SP project Assign Part Number / Revision ID Select Solid Edge SP site/doc lib / folder for save location Page 43

44 Demonstration Solid Edge SP Page 44 #SEU13

45 Wrap-up Solid Edge SP Page 45 #SEU13

Edge Assembly Create your own ECR, ECO or Project Edit a product structure Complete a short survey Your survey will be entered into a drawing for an

46 Solid Edge University Solid Edge SP Test Drive Experience Solid Edge SP for yourself! Visit the SPLM Software booth in the Governor s Foyer We will introduce you to Solid Edge SP and you can then explore for yourself : Navigate a Solid Edge Assembly Create your own ECR, ECO or Project Edit a product structure Complete a short survey Your survey will be entered into a drawing for an Xbox GB with Kinect! Winner announced at wrap-up session Wed 13 th June 4pm Page 46 Rules for the giveaway are available at:

47 Other Data Management Topics of interest Ongoing Solid Edge SP hands-on Test drive 2:30 PM Microsoft Solutions for Manufactures, Today and Tomorrow 4:00 PM Expert Panel: A discussion of current trends and future direction in data management and PLM Wednesday: 2:00 PM Managing projects and ECOs in Solid Edge SP 3:00 PM Best practices for working with the Solid Edge embedded client Page 47

From the Insert Tab (1), highlight Picture (2) drop down and finally choose From Computer to insert a new image

From the Insert Tab (1), highlight Picture (2) drop down and finally choose From Computer to insert a new image Inserting Image To make your page more striking visually you can add images. There are three ways of loading images, one from your computer as you edit the page or you can preload them in an image library