#SEU Welcome! Solid Edge University 2016

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1 #SEU 2016 Welcome! Solid Edge University 2016 Realize innovation.

2 Adding Active Workspace to your Teamcenter Deployment Kevin Haen, Curt Joa Gary Lindsay, Realize innovation.

3 Kevin Haen Corporate IT Manager Started as Mechanical Engineer Moved to IT 20+ Years Solid Edge Experience Installation, Support, Customization, Programming 10+ Years Teamcenter Experience Installation, Support, Customization, Programming Restricted Siemens AG 20XX Realize innovation.

4 Curt G. Joa, Inc. The world leader in engineering and building specialty machines for the disposable market. 3 Locations US, Germany, India 115 Teamcenter Users Restricted Siemens AG 20XX Realize innovation.

5 Agenda Key Investment Themes for Teamcenter & Vision Active Workspace User Experience Demonstration Active Workspace hosted in Solid Edge ST9 Examples - Tiles, Search and Create Curt Joa Customer Testimonial How to get started Page 5

6 Key Investment Themes for Teamcenter aligned with Vision Engaged Users Usability with Active Workspace Reach more stakeholders with role based, use case driven interaction Intelligent Models Systems Driven Product Development Closed-loop product planning and virtual validation for complex products Page 6 Adaptive System Platform Innovation Drive quality, deployability, and extensibility to enable a robust partner ecosystem Realized Products Integrated Product Definition Clearly align the virtual with the physical to streamline upstream and downstream processes

7 Key Investment Themes for Teamcenter aligned with Vision Engaged Users Usability with Active Workspace Reach more stakeholders with role based, use case driven interaction Intelligent Models Systems Driven Product Development Closed-loop product planning and virtual validation for complex products Page 7 Adaptive System Platform Innovation Drive quality, deployability, and extensibility to enable a robust partner ecosystem Realized Products Integrated Product Definition Clearly align the virtual with the physical to streamline upstream and downstream processes

challenges with task based tools Provide streamlined, process based capabilities to improve a variety of use cases Develop an extensible and

8 What does it mean to be a collaboration backbone with Active Workspace? Page 8 Include more people and roles in PLM processes Capture more product knowledge by expanding the depth AND breadth of PLM Solve business challenges with task based tools Provide streamlined, process based capabilities to improve a variety of use cases Develop an extensible and reusable UI platform based on the latest technologies Leverage and reuse investment in user experience everywhere Capabilities are developed once, and shared across tools, such as NX, Solid Edge, MES, ALM, etc.

The Challenge: Why can t PLM Be as intuitive as an Internet search engine Support predictive search suggestions Filter data as easily as an e-commerce site Perform nearly all transactions in < 2

9 The Challenge: Why can t PLM Be as intuitive as an Internet search engine Support predictive search suggestions Filter data as easily as an e-commerce site Perform nearly all transactions in < 2 seconds Present data in familiar terms with obvious relationships, not the way the data is modeled Bring the functionality to the user instead of having them Send data to the right application Enable customers to add new capabilities without having to upgrade to a major new version Delivery a revolutionary user experience Support all modern browsers on all modern devices / platforms with zero client install Page 9

10 Active Workspace Vision Make PLM accessible to all users throughout the product lifecycle by providing a streamlined and intuitive PLM user experience anytime, anywhere, on any device Page 10

Active Workspace Vision, Overview & Roadmap Active

features Improved user experience lowers barriers to

strategies more effectively Mobile users require a

Support for multiple devices both inside and outside of

BOM capabilities to bring the value of PLM to their entire

Workspace client into NX, Solid Edge, the Rich client,

11 Active Workspace Vision, Overview & Roadmap Active Workspace client vision Active Workspace client key features Improved user experience lowers barriers to adoption and helps organizations to execute their PLM strategies more effectively Mobile users require a zero-install client they can work with on the move. Support for multiple devices both inside and outside of the company Global users require high performance search & BOM capabilities to bring the value of PLM to their entire enterprise and partner ecosystem Embedding the Active Workspace client into NX, Solid Edge, the Rich client, TcVis and Microsoft Office provides a powerful, flexible & consistent user experience for all Page 11

Active Workspace Investment Themes User Productivity Improvements Reduce Information Overload Configure,

Improved user efficiency Complete use cases without launching into another client Responsive performance

Actively provide information to make smarter decisions Enable extensions through configuration and

12 Active Workspace Investment Themes User Productivity Improvements Reduce Information Overload Configure, Extend and Deploy Improved user productivity and responsive performance Compelling Layout & Styling Improved user efficiency Complete use cases without launching into another client Responsive performance Reduce the amount of information a user has to sift through to do their job Find what you need faster Actively provide information to make smarter decisions Enable extensions through configuration and minimize cost to deploy and maintain Configure over code Extend where required Easily administer and deploy Page 12

Active Workspace Focus on Specific Roles and their Use Cases Delivered, Partial, Priority in Backlog Reviewer Participant/Manager Author Administrator Search and view content Collaborate with others

13 Active Workspace Focus on Specific Roles and their Use Cases Delivered, Partial, Priority in Backlog Reviewer Participant/Manager Author Administrator Search and view content Collaborate with others using markup and social capabilities Report problems and issues Participate in workflows and change Execute service and work instructions Reporting Initiate and manage change Define and execute to schedules Report compliance data Create content (e.g. Documents, designs, structures, publications, etc.) Defines product architecture and variability Domain and industry specific capabilities Manage the users and the organization Monitor health of system Define and update workflows Configure user interface Update business model Page 13

Active Workspace User Experience It s all about the

screen Clean, Uncluttered The minimum number of tools to

capabilities to the user Smart Commands and Tabs

14 Active Workspace User Experience It s all about the Content My Data is the most important thing on the screen Clean, Uncluttered The minimum number of tools to do the job No Applications The content brings its capabilities to the user Smart Commands and Tabs Everything works, no empty pages Simple, approachable I can figure this out Page 14

Consistent Layout Common navigation and presentation Consistent

15 Active Workspace Framework Enables Consistency and Efficiency Data Driven Behavior What you open determines what features you see Consistent Layout Common navigation and presentation Consistent Behavior Capabilities leverage common actions. Work in context. Page 15

16 Active Workspace Find what you need faster Increase productivity by reducing time wasted searching for information shopping cart-like filtering easy access to relevant information intelligent charts Page 17

18 Design Process Management Teamcenter Integration for Solid Edge (SEEC) Host Active Workspace 3.1 Solid Edge ST9 Active Workspace tab Open in Solid Edge Open / Open Insert Component Bi-directional updates Revision Rule Project ID Property changes Dataset CO\CI\CancelCO Drag & Drop Copy / Paste Send to Active Workspace Page 21

Design Process Management Teamcenter Integration for Solid Edge (SEEC) Page 22 Standalone Browser Open in Solid Edge Solid Edge ST9 (AW31 & AW30) Open configured structure Drag & Drop AW 3.

19 Design Process Management Teamcenter Integration for Solid Edge (SEEC) Page 22 Standalone Browser Open in Solid Edge Solid Edge ST9 (AW31 & AW30) Open configured structure Drag & Drop AW 3.0 enhancements Implemented MCAD Integration framework (CAD Services) Multi-select > Open in Solid Edge Create new Item and Open in Solid Edge. Designer selects seed file, saves dataset to Teamcenter AW 2.4 delivered Find an Item or Revision Browse for an Item, Revision or Solid Edge Dataset

20 Agenda Key Investment Themes for Teamcenter & Vision Active Workspace User Experience Demonstration Active Workspace hosted in Solid Edge ST9 Examples - Tiles, Search and Create Curt Joa Customer Testimonial How to get started Page 24

Active Workspace is Designed to Adapt to any

configuration to adapt to industry and customer

and Filters Page Layouts Table Columns Commands

21 Active Workspace is Designed to Adapt to any Industry and Customer Active Workspace uses configuration to adapt to industry and customer differences Home Page Tiles Object Tiles Search and Filters Page Layouts Table Columns Commands Relation Browser and Architecture Active Workspace respects standard Teamcenter configuration Types and Properties Security Relationships Page 25

22 Tiles

to Active Workspace locations, and external web locations The Home Page should be personal Users can group and arrange

23 Tiles Home page tiles Tiles are short cuts to commonly used Locations, Data, and Actions Locations: Search, Inbox, Changes Actions: Create Part, Create Doc Data: Parts, Docs, Saved Search Tiles are really just smart URL s They can go to Active Workspace locations, and external web locations The Home Page should be personal Users can group and arrange them how they want Users can pin new things and remove others OOTB Tiles Admin configured tiles User Pinned tiles Page 27

arranged in the UI Tiles are displayed in Tile Groups Tile Groups are sets of tiles on the screen Groups can have

24 Tiles Organizing home page tiles Tiles are delivered to the users in Tile Collections: Tile Collections control which tiles a user has: Site + Group + Role + Project + User Just a collection doesn t affect how things are arranged in the UI Tiles are displayed in Tile Groups Tile Groups are sets of tiles on the screen Groups can have tiles from different Collections Users can create their own Groups This is what you see on the page Page 28 Default Groups My Groups

25 Tiles Users can rearrange their home page tiles Page 29

26 Tiles Pinned objects Users (and Admins) can Pin any Teamcenter object to Home Links to a common design Links to shared folders Links to important documents Admins can create Links to External Systems External Links Important Documents Pinned Objects Page 30

Tiles Saved searches Users and Admins can

Saved Search and Pin it Copy from your Tile

27 Tiles Saved searches Users and Admins can save Searches for quick reuse All the Parts in Engineering All the Change Orders in My Group with Disposition = Rejected Create a Saved Search and Pin it Copy from your Tile Collection to the Site collection to share Page 31

28 Tiles Create and share searches and folders Page 32

Tiles Create tiles Provide the users with simple tiles to create the things they work with most You can create new tiles to create almost anything Documents, Parts, Tools, Change Orders, Forms Use

29 Tiles Create tiles Provide the users with simple tiles to create the things they work with most You can create new tiles to create almost anything Documents, Parts, Tools, Change Orders, Forms Use the OOTB Tile Templates to create new tiles for your types Create Part simple create Modify the tile command and change the argument: Please, NEVER use Create Item! Details: Configuration Guide Page 33

30 Search

31 Search What do we Search for? Focus is on Revisions Give the user the one correct revision of any business object using Rev Rules Use the History tab to find other revisions We are not indexing Items or Forms OOTB Don t make the user search for Items, and then hunt for the right Revision If forms have critical data, compound it to the Revision and index it there. Don t make users navigate to the form. If there are multiple forms, display them in a table Only One Revision of Each Part found Precise = All Revs Don t call things Items Use real names like Parts, Tools, Change Orders Tip: You can search for any workspace object you just need to configure it first Page 49

Search Techniques to help users search more effectively Don t try to get an exact hit just try to get down to a page of results You probably don t need to define which property a keyword is in Engine

32 Search Techniques to help users search more effectively Don t try to get an exact hit just try to get down to a page of results You probably don t need to define which property a keyword is in Engine Jamie Pending will get you pretty close. If not close enough, add more keywords: engine jamie part pending June 2015 You don t have to specify exact words: Try using parts of words to get close: Req spec mclau qual eng Let wildcarding help you Tip: The more keywords you enter even partial words the closer you will get! Page 50

33 Search Techniques Page 51

34 Search Updated for 3.2 Updated for 3.2 Control how search handles partial words AWC_search_automatic_wildcard Valid options for the preference are: 0: user search criteria are not altered 1: search engine will suffix * to all words: motor drive motor* drive* New Default for 3.2 2: search engine will prefix * to all words: motor drive *motor *drive 3: search engine will prefix and suffix * to all words: motor drive *motor* *drive* Previously this preference was shared with the Rich Client. This new preference allows RAC to continue to work without wildcards, and Active Workspace to work with them. Tip: Leave this set at the default of 1. This gives the best performance With Auto-wildcarding ON, you can still force an exact match by wrapping your keywords in quotations: part will avoid parts, apart, partition Page 52 Please don t make users search for *motor*!

35 Search Property specific search (2.4+) Build property specific search criteria using the display names: Name:retainer Name: Spare Wheel Retainer Display names with spaces need quotes Owning user :john Owning user : john smith Property specific search Find everything that has retainer in the Name property Combine property-specific and general search criteria Name:retainer frd Use multiple properties Name:retainer ID:hdd Property specific search matches display first in results order Tip: Give your properties single-word names to make it easer to specify them Page 53

Search Filters Search Filters and Order can be configured to fit your data Objects and File types to index Attributes to Index Attributes to use as Filters Priority (Order) of Filters Finished

36 Search Filters Search Filters and Order can be configured to fit your data Objects and File types to index Attributes to Index Attributes to use as Filters Priority (Order) of Filters Finished Product shows Country Filters are displayed dynamically For the current result set, display common filters, in filter order If the results do not include a particular filter, it isn t displayed Problem Reports show Maturity and Closure Page 54

Search Pre-Filters Pre-filters are a simple way for users to focus on

I only want to see things in My Group I only work with Requirements

the filter panel You can un-select them in the filter panel to expand

37 Search Pre-Filters Pre-filters are a simple way for users to focus on things more relevant to them. I only want to see things in My Group I only work with Requirements Pre-filters are simply applying a search Filter They appear selected in the filter panel You can un-select them in the filter panel to expand your results Uses Preferences AWS_SearchPreFilter_Property1 AWS_SearchPreFilter_Property1 Can be different by Group, Role Page 56

Parts, Documents, and Changes where Parts may include Vendor Parts, Commercial Parts,

38 Search Category AW 3.2 Use categories of types to simplify searching Filter by Category Search and filter by a category of object types, e.g. Parts, Documents, and Changes where Parts may include Vendor Parts, Commercial Parts, Parts, Custom Parts, etc. Replaced Type pre-filter with Category OOTB Define new and update existing categories using business constant in BMIDE or directly update the preference it generates AW_FullTextSearch_TypeCategories The same object type can belong to multiple categories Page 58 Category prefilter replaces Types

Search they are Structure Revision Rules New Preference: AWC_Rev_Rule_List Create a shorter list of rev rules that work for global search

39 Search Global Revision Rules (3.1+) OOTB, AW will show all revision rules a user has access to This may be a very long list, and many may not be appropriate for Global Search they are Structure Revision Rules New Preference: AWC_Rev_Rule_List Create a shorter list of rev rules that work for global search Empty by default AW uses all rev rules in TC Recommended: Latest Working Any Status; Working Default New Preference: AW_Rev_Rule_Selected Set the default rev rule for Active Workspace. Without this, the first in the list is selected. Page 59 Better!

Search Suggestions By default Solr suggests only words that appear more than 0.5% of the total keywords. This is to keep misspellings from being suggested.

40 Search Suggestions By default Solr suggests only words that appear more than 0.5% of the total keywords. This is to keep misspellings from being suggested. If you are not getting enough suggestions, try lowering the threshold Defined in the Solr Configuration File Navigate to the solrconfig.xml file in your Solr installation directory, for example: \awc\solr\collection1\conf\solrconfig.xml Scroll to the bottom of the solrconfig.xml file and look for the following line: <float name=threshold >0.005</float> Save file and restart Solr Part Numbers are typically very low frequency One in Several Million So won t usually get suggested Search the Deployment Guide: suggestions Page 60

can Search and Filter on Classification attributes along with all other

41 Search Classification To a User, Classification is just more useful information They shouldn t have to go to a different place to use it Users can Search and Filter on Classification attributes along with all other attributes Saved Searches can include both Classification and Core attributes Page 61

42 Create

Create Principles Keep Create simple and quick Everything I need to do should be clearly visible on the panel Focus Create on the minimum fields needed to create the object Required fields and common

43 Create Principles Keep Create simple and quick Everything I need to do should be clearly visible on the panel Focus Create on the minimum fields needed to create the object Required fields and common desired fields Keep it to about one page, all on the screen Use Edit for all the details Keep create to a minimum quick and easy Use Edit to complete the details After Create Enter Edit Mode Open it and edit for the rest Page 67

Create Principles Generally Create in Context Don t just create for the sake of creating, you create in a context and therefore can limit choices and tailor the experience By creating in context, the

44 Create Principles Generally Create in Context Don t just create for the sake of creating, you create in a context and therefore can limit choices and tailor the experience By creating in context, the relationships are created automatically Reduce or eliminate creating loose objects and stitching them back up Add to Tables Help the user focus on the what, not the how The Section name describes what goes there The action is always just Add It only adds what it is supposed to no mistakes Since the table is called Documents, the Add button must be how you put one in there! Page 68

46 Why Active Workspace at Joa? Friendlier Interface for Non-Teamcenter Users Beta Version of Solid Edge ST9 Integration Users Able to Initiate Workflows with Edge Users Interact with Workflows in Edge/Active Workspace Many Current Users May Not Use RAC Anymore Further Company Adoption? Page 72

47 Active Workspace Process at Joa Teamcenter Express V9.1 Teamcenter Rapid Start V Teamcenter V Server 2012R2 SQL 2014 Server Teamcenter V Active Workspace Beware:.NET 4.6 Windows Updates Active Workspace Server Extensions needed on all 2 Tier Clients Page 73

48 How to get started Release Alignment Install, Upgrades and Patching Deployment Center Documentation Resources and Product Active Workspace 3.1 Configuration Page 74

49 Active Workspace Release Alignment Upgrade Active Workspace without upgrading the platform release Enabled by our platform application separation initiative While the minimum version of the platform will not change, some features added into the platform will require an upgrade to get the full featured content Expectation is faster adoption of client code and less patching Version Date Teamcenter 10.x Teamcenter 11.x Minimum Version Full Featured Minimum Version * Required to address Denial of Service vulnerability Full Featured 3.0 Fall Spring Fall TBD Spring 2017 TBD N/A TBD TBD TBD Fall 2017 TBD N/A TBD TBD Page 75

50 Install, Upgrades and Patching Easier Updates of Active Workspace Update from Active Workspace 3.0 to 3.1 Stay at the same platform level without being forced to update the platform Benefits: Reduced downtime for system update Reduced time and costs spent certifying the update Available in Active Workspace 3.1 Active Workspace 3.0 Teamcenter Active Workspace 3.1 Active Workspace 3.0 Teamcenter Active Workspace 3.1 Update Platform with Active Workspace Update from Active Workspace 3.0 to 3.1 Update platform to or Benefits: Active Workspace automatically adjusts to pickup new functionality in the Service Pack release Page 76 Active Workspace 3.0 Active Workspace 3.1 Active Workspace 3.0 Active Workspace 3.1 Teamcenter Teamcenter Teamcenter Teamcenter

51 Install, Upgrades and Patching Available in Active Workspace 3.0, Teamcenter , Install Protection TEM verifies that compatible versions of products are installed together Active Workspace 3.1 is compatible with Teamcenter , , , Active Workspace 3.1 is not-compatible with earlier releases of the Teamcenter platform Teamcenter 10.x Compatible Not Compatible Active Workspace Teamcenter 11.x Page

52 Install, Upgrades and Patching Validation starts with the to upgrade TEM enforces supported upgrades New functionality is being accelerated into Service Packs This allows our customers to stay at a particular release for a longer period of time without having to upgrade to the next major release to pick up new features Eventually our customers will need to upgrade to the next major release Our customers will want to upgrade to a SP in the next major release stream that has the same data model and behaviors of their current version This is called a Supported Upgrade Path TEM ensures that your upgrade is compatible with the supported upgrade path Benefits Ensures there is no regression in features, behavior, data model Page 78 Teamcenter Platform 10.x Teamcenter Platform 11.x Supported Upgrade Path Unsupported Upgrade Path

Deployment Center Planned for Dec 2016 Vision Web based system Remotely install, patch, upgrade Teamcenter environments Target usage Setup Teamcenter Environments Install Active Workspace Install

53 Deployment Center Planned for Dec 2016 Vision Web based system Remotely install, patch, upgrade Teamcenter environments Target usage Setup Teamcenter Environments Install Active Workspace Install custom software Install and update RAC client machines Patch and Upgrade Teamcenter environments Deployment Center Benefits Reduced costs of managing Teamcenter environments through easy to use web client Reduced cost of deploying custom software through available deploy automation tools Page 79 Production 10 machines for the Production Environment

54 Documentation Resources and Product Documentation Active Workspace 3.1 Administration Help PDF - HTML - Download and Upload Files Teamcenter and Teamcenter Rapid Start > Full Products > Teamcenter 11 Active Workspace 3.1a Documentation Tc11.2.1_ActiveWorkspace3.1a_doc Teamcenter and Teamcenter Rapid Start > Full Products > Teamcenter 10 Active Workspace 3.1a Documentation - Tc10.1.5_ActiveWorkspace3.1a_doc Product available 24-OCT-2016: Active Workspace Page 83

55 Active Workspace 3.1 Configuration Areas that can and should be configured Tiles Search Stylesheets Create Columns Commands Relations Page 84

All About the Community Category Topics Solid Edge

Ask questions, Post how-to s, meet other users from

TECNOMATIX SOLID EDGE Read articles from experts in

Discuss topics with peers and Solid Edge employees.

FEMAP ACADEMIC Solid Edge Knowledge Base Browse a

56 All About the Community Category Topics Solid Edge Members 2,400+ Accepted Solutions & Kudos NX DESIGN NX SIMULATION Solid Edge Forum 13,000+ Posts 1.2 Million + Page Views TEAMCENTER NX MANUFACTURING Ask questions, Post how-to s, meet other users from around the globe Solid Edge Blog How do PLM World Members Login to the Community? Use your WEBKEY or Register if you don t have one TECNOMATIX SOLID EDGE Read articles from experts in various subject matter areas. Discuss topics with peers and Solid Edge employees. Who will you find in the community? FEMAP ACADEMIC Solid Edge Knowledge Base Browse a collection of user group presentations, and solutions to specific questions. PLM World Members Users Solution Partners Professors & Students Siemens PLM Employees PLM WORLD Solid Edge Developer Community Get help with using the Solid Edge API to create custom tools to help CAD users. Page 85

Teamcenter on Siemens PLM Community Join the conversation on Siemens PLM Community www.siemens.

Teamcenter Administrators Forum Read insightful posts from key experts and thought leaders, ask

57 Teamcenter on Siemens PLM Community Join the conversation on Siemens PLM Community Teamcenter Blog Teamcenter Knowledge Base Teamcenter Users Forum Teamcenter Administrators Forum Read insightful posts from key experts and thought leaders, ask questions, share best practices and connect with Teamcenter users from around the globe! Page 86

Presenter Contact Gary Lindsay Solid Edge Product Management Teamcenter Integration for Solid Edge (SEEC) gary.lindsay@siemens.

58 Presenter Contact Gary Lindsay Solid Edge Product Management Teamcenter Integration for Solid Edge (SEEC) Kevin Haen Corporate IT Manager Curt G. Joa, Inc. United States FAX siemens.com Page 87

59 Thank You See you next year! Unrestricted Siemens AG 2016 Realize innovation.

Active Workspace 3.4 Configuration. David McLaughlin / Oct 2017

Active Workspace 3.4 Configuration David McLaughlin / Oct 2017 . Active Workspace Configuration Areas that can and should be configured Tips on how they work, and where to find more information New capabilities