Wednesday, 14 November 2012

Product Data Management made easy with

Wayne Marshall & Richard Farries

Taking the pain out of PDM

Agenda

• Why are you looking at PDM?

• Business Needs

• Mapping your needs to PDM functionality

• Features of WPDM

• Features of EPDM

• Implementing PDM functionality to meet your needs

• WPDM Xpress

• EPDM Xpress

• Your business is built around Information

• Information is your intellectual property

• Your company’s Information needs to be secure

• Key decisions are made from this Information

• 3-7% of your intellectual property is lost per annum***

• You spend 20% of Eng/Mfg time searching for correct info**

• 80% of you final product costs are committed during design phase*

• You need to capture key business processes and workflow

• Quality assurance, Regulation and Compliance are important to you

• You have multiple locations within the business

Just why are you looking at PDM?

Why are you looking at PDM?

NEEDS?

How many

users?

Type of

Documents

Business

Processes Compliance

Business

Integration Ease of Set-Up

Multi Site?

User Roles

Interface

Multi CAD

Legacy Data BOM

Management

Office Documents

Template Driven

Multiple Workflows

Categorisation

Notifications Reporting

Feedback Loops

Bills of Material

Security

Audit Trail

Single Sign on

MetaData

Web Access?

Part Numbers

OK.. So how do we solve these problems?

Enovia

(PLM)

Global Product

Lifecycle Management (PLM)

Enterprise PDM

(EPDM)

Enterprise Data

Management (EPDM)

WorkGroup PDM

(WPDM)

Workgroup Data

Management (WPDM)

SolidWorks Explorer Personal File

Management

Users and Location

SolidWorks Workgroup PDM SolidWorks Enterprise PDM

Designed for 1 ~10 users Designed for 1 ~ 500 users

WPDM user / password accounts EPDM or Windows Active Directory log in

• Single sign on

Designed for use in one single site Can be fully replicated across multiple sites

SolidWorks Explorer ‘Client’ interface Windows Explorer ‘Client’ Interface

One Custom Property can be added to interface Fully configurable ‘Columns’ based on logged in

user / group membership

‘Report’ & Search on Metadata Fully Configurable ‘Search’ Card designer

• Variables / Workflow / History / Label /

Content / Check Out status

Web based Client (Read Only) Web based Client (Full functionality)

Types of Documents

SolidWorks Workgroup PDM SolidWorks Enterprise PDM

Basic File Management (Check in /out, Revision) Complete Product Data Management

Integrated within SolidWorks Integrated within SolidWorks, SolidWorks

Electrical, Draftsight, ACAD, Inventor, ProE

Support for SW, ACAD, INV, ProE, SE, MS Office,

Outlook .msg, CALS, XML

Basic ‘Vaulting’ for other formats Any Application with ‘windows’ File dialog can

open / save from the Vault directly.

Native viewing for SolidWorks

• PDF requires Adobe/Foxit Reader

• Other files are thumbnail bitmaps

Native viewing ~500 formats

• 3rd Party Viewers can be referenced to

support additional native formats

No ‘Content Search’ Content Search can be enabled for Documents

with suitable iFilters (Office, PDF, SW + 3rd Parties)

Business Processes

SolidWorks Workgroup PDM SolidWorks Enterprise PDM

Status based linear Workflow (lifecycle States) Fully configurable Workflow, serial, parallel,

parallel with ‘voting’ based on States and

Transitions between Sates.

Task automation (Convert / Print/Design Checker)

No Part name / Number generation Multiple ‘Serial Number’ generators

No ‘Notifications’ without programming ‘Database Mail’ or SMTP email Notifications

• Workflow driven

• Subscription based (notify me when..)

• Message other users

Single set of ‘States’ apply to all files Multiple Workflows based on Document Category

ECO / ECN (Change Management) support

Rule based ‘Document Templates’

Compliance

SolidWorks Workgroup PDM SolidWorks Enterprise PDM

Auditable: File History can be viewed in Client Auditable: File History can be viewed / printed

Security: WPDM Logins Security: EPDM or Windows Logins

Security: User and Group permissions against files

in projects based on Lifecycle State

Security: User & Group permissions against files /

projects/ workflow transitions based on Workflow

State

Terminal checks: No ‘electronic’ signatures Transitions can be password protected to provide

“Electronic Signature” in History

Process validation: None Conditions in Workflow ensure required actions

are done / metadata captured.

Block Sequential State Changes (Self approval)

Add notes to update Drawing Border (Approver) Workflow driven capture of events (user / date)

that can populate metadata within file

Business System Integration

SolidWorks Workgroup PDM SolidWorks Enterprise PDM

BOM based on SW CAD References Complete BOM from CAD plus Vault References

No additional BOM management tools • BOM Workflow available for ‘named’ BOM’s

• Named BOM edit (insert, insert child, hide row) • Reference driven Values in BOM (e.g. Colour) • Activated BOM’s – view control

• Compare BOM (Computed / Named) • Filter named BOM’s

• Export (save) BOM direct to csv

Event based triggers (Requires programming) Workflow based event ‘actions’

Custom programs required to exchange metadata Automated Data Exchange via XML (import and

export)

No support for ‘Lists’ DataCard List Controls can be populated by

external SQL query (e.g. CRM system)

Ease of Implementation

SolidWorks Workgroup PDM SolidWorks Enterprise PDM

Bulk Import tool for Legacy Data Drag / Drop data | Migrate from WPDM

Every Folder (Project / Sub Project) name must be

unique across the Vault

Folder names can be duplicated or unique

Every File Name must be unique across the Vault File names can be duplicated or unique based on

extension

Top Level projects can only be created by

Administrator within Vault Admin Tool

Individual User rights to create ‘Folders’ (at any

level) or execute ‘Project’ Templates can be

granted.

Metadata can be entered as ‘Text’ Metadata can be list, checkbox, radio button or

text based with fully configurable forms for each

file type.

3 ‘Xpress’ pre-configured Vaults freely available for

Download .

Enterprise Xpress 5 day Implementation program

available.

Workgroup Xpress Vaults

• Watch the ‘Webcast’ on SolidSolutions.tv for full details

• Available for download as 3 pre built Vault Configurations from Solid Solutions’ FTP

site (links in webcast)

• ‘Basic’ • No Lifecycle

• Single Revision Scheme

• ‘Mid’ • Two Lifecycle States (In-Design / Production)

• Two Revision Schemes (Pre-00, Pre-01, A, A-01, A-02, B etc.)

• ‘Large’ • Four Lifecycle States (In-Design, Pending Approval, Production, Engineering Change)

• Ownership linked to State Change when files set to Pending Approval

• Multiple user ‘Groups’ with permissions (RO/RW/No Access) linked to States

• Two Revision Schemes as per ‘’Mid’ configuration

Enterprise Xpress

• The Enterprise Xpress program has been designed to enable our customers to

rapidly maximise the return on their investment in SolidWorks Enterprise PDM with

as little disruption as possible.

• The program is based on the delivery of a Preconfigured ‘SolidStart’ Vault that can

be tailored to include some of the initial requirements of the customer within a

documented framework and a predefined timeframe.

Enterprise Xpress

• EPDM Administration training for one person (3 Days*)

• Choice of two Workflows for MCAD data

• “Document “ Workflow

• Engineering Change Document Workflow

• Group based access control (create / edit / view)

• Version & revision management

• Fast searching (SQL Server based solution)

• Instant “where used” reporting

• Bill of Materials (BOM)

• Automatic ‘Part’ numbering

• Notifications within Workflow (email)

• Task automation (create PDFs from SolidWorks)

Training

• Administration Training

• Implementation Document Review

1 week Day 1

• Configuration

• Datacards • Variables

• Serial Numbers

Day 2

• Configuration

• Workflows

Day 3

• Configuration

• EPDM Templates • Task Configuration

• SolidWorks Templates

Day 4

• Software Installation

• Import Users • Configure email

• End User Training

2 Weeks Day 5

• Review Changes

• Implement Changes

• Go-Live

* Extended IT / User training as of Jan 2013

A consistent methodology

• Standard form for capturing requirements and explaining options

Easy to Implement and tailor

• Example: DataCard design

• Predefined Variables with options to tailor

• Standard ‘Out Of The Box’ Variables

• Up to 5 Custom Variables per DataCard (Edit box, Date, List, Radio, Check box)

• Add your Logo

Ease of Administration

SolidWorks Workgroup PDM SolidWorks Enterprise PDM

Metadata stored in text files by a single Windows

Service

Metadata managed in the SQL Database /

Database Service.

Folder based file Vault Server. No support for

spanning or growth of the Vault

Folder Based File Vault Server with Server

Service. The “Archive” can be distributed across

multiple ‘drives’ and extended to allow growth

No Replication of Vault Multiple Archive Servers can Replicate managed

data across physical locations

Only supports a single Vault A server can manage multiple Vaults

Client Licenses are tied to SolidWorks license Client Licenses are concurrent (floating)

64 and 32 bit Clients available 64 and 32 bit Clients available

32 bit Server application 64 and 32 bit Server applications available

Questions?

• wmarshall@solidsolutions.co.uk

• rfarries@solidsolutions.co.uk

Image courtesy of Baker Drivetrain