FlexParts DELMIA Apriso 2018 Implementation Guide

Transcription

1 FlexParts DELMIA Apriso 2018 Implementation Guide 2017 Dassault Systèmes. Apriso, 3DEXPERIENCE, the Compass logo and the 3DS logo, CATIA, SOLIDWORKS, ENOVIA, DELMIA, SIMULIA, GEOVIA, EXALEAD, 3D VIA, BIOVIA, NETVIBES, and 3DXCITE are commercial trademarks or registered trademarks of Dassault Systèmes or its subsidiaries in the U.S. and/or other countries. All other trademarks are owned by their respective owners. Use of any Dassault Systèmes or its subsidiaries trademarks is subject to their express written approval.

2 FlexParts DELMIA Apriso 2018 Implementation Guide 2 Contents 1 Introduction Purpose Scope Intended Audience 3 2 Overview What Is a FlexPart? 4 3 Configuration FlexParts Components 6 4 Usage Embedding a FlexPart in Microsoft SharePoint Sending a FlexPart Link via Global Containment Embedding a FlexPart in a Standard Operation 11 5 References 14 Figures Figure 1 Edit the SharePoint page 7 Figure 2 Adding a SharePoint Web Part 7 Figure 3 List of available SharePoint Web Parts 8 Figure 4 Page Viewer Web Part Properties 9 Figure 5 Employee List Report FlexPart 9 Figure 6 Containment M&M screen 11 Figure 7 FlexPart Business Control parameters 12 Figure 8 Process Builder Test Mode 13

3 FlexParts DELMIA Apriso 2018 Implementation Guide 3 1 Introduction 1.1 Purpose This document gives an overview of DELMIA Apriso FlexParts, providing the background information needed in order to effectively use the module. 1.2 Scope The scope of this document includes the following core areas: An overview of the FlexParts module How to implement FlexParts How to use FlexParts 1.3 Intended Audience This document is intended for the personnel responsible for integrating DELMIA Apriso with external intranet portals such as Microsoft SharePoint and for those responsible for maintaining Menu Items in DELMIA Apriso.

4 FlexParts DELMIA Apriso 2018 Implementation Guide 4 2 Overview 2.1 What Is a FlexPart? DELMIA Apriso modules consist of many different user interface (UI) elements, including Standard Operations, Reports, and M&M screens. In general, UI is hosted in the Apriso Classic Portal and presented to the user, but DELMIA Apriso FlexParts is a different way of displaying DELMIA Apriso UI elements. A FlexPart is a reusable component which contains a DELMIA Apriso UI element. It can be easily hosted in other places, such as Microsoft SharePoint, a different DELMIA Apriso instance, or another portal. The following list contains the UI elements which are supported by the FlexParts module: UI rendered for a given Operation Dashboard M&M Screen Report FlexView (Portal tab) Web Dynamic Grid Screen Offline Screen Cube View Every FlexPart is designed to be able to work independently. It has its own alias (name) and URL, which can be used in various places to embed the UI produced by DELMIA Apriso as a FlexPart. Examples of where a FlexPart can be embedded: The Apriso Classic Portal Menu Items can point to FlexParts The Apriso Classic Portal from a different DELMIA Apriso instance It is possible to invoke a UI component from DELMIA Apriso A in DELMIA Apriso B A Standard Operation It is possible to present an M&M screen as part of a Process A SharePoint portal It is possible to build Microsoft SharePoint Menu Items the same way as this is done in the Apriso Classic Portal Any other portal It is possible to easily embed DELMIA Apriso UI elements in third-party portals as Web Parts links A FlexPart can be sent via the same way other links are sent

5 FlexParts DELMIA Apriso 2018 Implementation Guide 5 To make this approach really useful, a URL that navigates to a DELMIA Apriso UI element both contains information about the name of the required FlexPart and takes the parameters required by the resource. For example, a Standard Operation may take external Inputs as parameters, which means that a sample URL that calls a Standard Operation UI will look similar to this: name>/apriso/portal/uiservice.aspx?alias=shippinglistoperation&orde rno=12345 When processing such a URL, DELMIA Apriso looks up the FlexPart alias (name). It then detects that such a name is configured in DELMIA Apriso to launch, for example, an Operation called ShippingListOperation with a default revision. Next, it redirects to a Standard Operation renderer and passes the OrderNo as a parameter. An important aspect of DELMIA Apriso FlexParts is security. The user can define Role-based security for a particular FlexPart. For more information on security settings, refer to the FlexParts Online Help.

6 FlexParts DELMIA Apriso 2018 Implementation Guide 6 3 Configuration 3.1 FlexParts Components The FlexParts module is delivered with a standard DELMIA Apriso installation. The module contains the following parts, which are documented in detail in the FlexParts Online Help: FlexPart Configuration M&M screen the M&M screen which allows user to create, modify, and delete FlexParts FlexPart Runtime Engine the functionality that enables displaying parts of DELMIA Apriso (UI elements) in external portals or as Menu Items in the Apriso Classic Portal Whenever a new FlexPart is created or an existing FlexPart is updated, the changes will be visible in the system following a FlexParts cache refresh. The period between each refresh is determined by the CacheValidationDelay key in the Central Configuration file. The default value is 300 seconds.

7 FlexParts DELMIA Apriso 2018 Implementation Guide 7 4 Usage This section presents four business scenarios with the usage of FlexParts. 4.1 Embedding a FlexPart in Microsoft SharePoint FlexParts is a feature that allows users to embed a part of the DELMIA Apriso user interface in an external portal like Microsoft SharePoint. To display a FlexPart as part of Microsoft SharePoint, the user has to perform the following actions: Microsoft SharePoint configuration may vary from the screenshots below. 1 Navigate to the FlexPart Configuration M&M screen and create or edit a specific item (for more information, refer to the FlexParts Online Help). 2 Copy the FlexPart URL using the Copy button. 3 Create or edit the SharePoint page where the FlexPart should be displayed by clicking the Edit Page menu item from the Site Actions pop-up menu. Figure 1 Edit the SharePoint page 4 Click the Add a Web Part button to display a list of available SharePoint Web Parts. Figure 2 Adding a SharePoint Web Part 5 Choose the Page Viewer Web Part from the pop-up list and click the Add button.

8 FlexParts DELMIA Apriso 2018 Implementation Guide 8 Figure 3 List of available SharePoint Web Parts 6 Click the "open the tool pane" link and paste the FlexPart URL into the Link text box on the right-hand side of the screen. Next click the Apply button and finally the "Exit Edit Mode" button.

9 FlexParts DELMIA Apriso 2018 Implementation Guide 9 Figure 4 Page Viewer Web Part Properties 7 The FlexPart should now be displayed in Microsoft SharePoint. Figure 5 Employee List Report FlexPart The user can add multiple FlexParts on one SharePoint page. For more details, please refer to the "Customize pages on a site by adding Web Parts" section of the SharePoint Online Help.

10 FlexParts DELMIA Apriso 2018 Implementation Guide Sending a FlexPart Link via A DELMIA Apriso FlexPart address (URL) works the same way as standard HTTP links do. To send a FlexPart link via , the user has to perform the following actions: 1 Navigate to the FlexPart Configuration M&M screen and create or edit a specific item (for more information, refer to the FlexParts Online Help). 2 Copy the FlexPart URL using the Copy to Clipboard button. 3 Open an client and compose a new message. 4 Paste the FlexPart URL into the composed message. 5 Send the message. The recipient is now able to navigate to a particular FlexPart by clicking the link in the message. 4.3 Global Containment Containment is a process that enables identifying, isolating, and acting on known or suspected quality defects in raw materials, components, and/or finished products. Containment Manager provides the ability to locate suspect parts, semi-finished goods, and finished goods and put them on Hold so that the bad products are not shipped to a customer. Global Containment is an approach in which all of the plants within a company are connected via one specialized center that is responsible for managing all Containments across the whole company. Information about the Containments in one plant (the source) can be automatically sent to other plants (the targets) via a specialized central GMS (Global Manufacturing Suite). QA personnel from a target plant can review the list of Containments and decide what actions should be taken. To deploy a package of the same FlexParts (which will display data related to a particular plant with the Containment M&M screen in this scenario) on several DELMIA Apriso instances, the DELMIA Apriso administrator has to perform the following actions: 1 Navigate to the FlexPart Configuration M&M screen and create a FlexPart to display all of the plant Containments (for more information, refer to the FlexParts Online Help). When creating a Global Containment FlexPart, the user has to provide the following parameters in the FlexPart Editor screen: Parameter Name Alias Name Type Screen ID Value GlobalContainment (can be different) Global Containment (can be different) M&M Screen FlexNet.Containment.WinUI.Containment.ContainmentBrowser 2 Copy the FlexPart URL using the Copy to Clipboard button. 3 Create a GPM package which contains the Global Containment FlexPart (for more information, refer to the FlexParts Online Help). 4 Deploy the GPM package which contains the Global Containment FlexPart on all of the plants which are included in the Global Containment (for more information, refer to the Global Process Manager Online Help).

11 FlexParts DELMIA Apriso 2018 Implementation Guide 11 To send a FlexPart URL link to a particular plant, GMS personnel must perform the following actions: 1 Open an client and compose a message to the plant QA personnel. 2 Paste the FlexPart URL link into the composed message. Change the server name to the proper name of the DELMIA Apriso instance for the particular plant. 3 Send the to the QA personnel. Repeat steps 1-3 for any other plant included in the Global Containment. 4 The QA personnel should see the following screen when they click the link from the message: Figure 6 Containment M&M screen 4.4 Embedding a FlexPart in a Standard Operation A FlexPart can be used as part of a Standard Operation. To embed a FlexPart in a Standard Operation, the user has to perform the following actions: 1 Navigate to the FlexPart Configuration M&M screen and create a FlexPart which should be displayed as part of a DELMIA Apriso Standard Operation (for more information, refer to the FlexParts Online Help). 2 Run DELMIA Apriso Process Builder and open or create the Standard Operation (for more information on doing this, refer to the Process Builder Online Help) where the FlexPart should be embedded. 3 Insert a Business Control of the FlexPart Control type into the Operation Step. 4 Set up the FlexPart Control s common parameters (name, description, size, etc.).

12 FlexParts DELMIA Apriso 2018 Implementation Guide 12 Figure 7 FlexPart Business Control parameters 5 6 Link the FlexPart. An alias for the FlexPart can be provided in three ways (for more information on aliases, refer to the Process Builder Online Help): Manually select the Use the following alias radio button and provide the alias in the text box below From an Input called FlexPartAlias select the Use alias from FlexPartAlias radio button From a list of available FlexParts click the Link button to select the FlexPart Save and test it in the Process Builder Test Mode (for more information, refer to the Process Builder Online Help).

13 FlexParts DELMIA Apriso 2018 Implementation Guide 13 Figure 8 Process Builder Test Mode

14 FlexParts DELMIA Apriso 2018 Implementation Guide 14 5 References 1 Microsoft Corporation, SharePoint Online Help All the documents referenced below are available from the DELMIA Apriso Start page, which can be accessed on your DELMIA Apriso server (<server name>/apriso/start). The newest versions of all the documents are available from the 3DS Support. 1 Dassault Systèmes, FlexParts Online Help This online help describes the configuration screens within the FlexParts functionality, which makes it possible to expose a particular Dashboard, Monitoring and Maintenance Screen, Report, Screen, or Standard Operation to be accessed in the Apriso Classic Portal and DELMIA Apriso Portal (via linking to Menu Items) or in the DELMIA Apriso Desktop Client (directly). 2 Dassault Systèmes, DELMIA Apriso Desktop Client Online Help This online help describes usage of the DELMIA Apriso Desktop Client application. 3 Dassault Systèmes, Global Process Manager Online Help This online help describes the installation, configuration, and usage of DELMIA Apriso Global Process Manager (GPM). This application enables the full deployment of DELMIA Apriso solutions, regardless of their customization level, with support for both single- and multi-production server environments. 4 Dassault Systèmes, Process Builder Online Help This online help provides an overview of DELMIA Apriso Process Builder and information on installing and using the application. It describes the user interface elements, entity maintenance, available Business Controls, and management of Processes, Operations, and Screen Flows.