Teamcenter Variability BackboneProduct Configurator & Rulestream
Juergen Bauer - Teamcenter Product Management
Restricted © Siemens AG 2018
2018-10-29Page 3 Siemens PLM Software
Managing Product Variability
1
2
3
4
5
Why Product Configuration
Variability Solutions
Variant Matrix
Rulestream
What is the Teamcenter Configurator
What’s new ….
Roadmap
6
7
Restricted © Siemens AG 2018
2018-10-29Page 4 Siemens PLM Software
The Business Problem: Managing Product Complexity
Product complexity is increasing Customers demand greater individual choice Offer variety without driving up costs
Many contributors to product definition Complex network of features and constraints
intertwined with product content
Increased demand to visualize, validate
and perform impact analysis for any (and
across many) configurations
Restricted © Siemens AG 2018
2018-10-29Page 5 Siemens PLM Software
Variability Management product overview
Top-Level 150% CTO Configuration Top-Level ETO Configuration
Engineer-to-orderConfigure-to-orderStandard productsHigh complexity
Configure-to-order
RulestreamTC ConfiguratorVariants
Matrix
Configure-to-Order (CTO)
• Option/feature management & part usage
• Rule authoring focused on logical part inclusion/exclusion rules
• Typically focused on BOM and BOP configuration
• CAD used for validation of complex configuration results
• Primary drivers of complexity include BOM solve performance
(can be 10K+ orders/day) and managing large volumes of part
usage rules
• Change and Effectivity management
Engineer-to-Order (ETO)
• Engineering calculations and content generation (new part
creation)
• Rule authoring focused on calculations and driving
authoring tools for content generation (BOM and all related
content)
• Bi-directional CAX integrations are critical
• Primary drivers of complexity include capture and execution
of complex engineering/design calculations and integrations
(client and server) to authoring tools
Configure-to-Stock (CTS)
• Pre-defined set of variants
managed downstream as individual
products
• Manual BOM edits allowed for
individual variants (Configuration
results like BOM, BOP..)
Individual Variants
Restricted © Siemens AG 2018
2018-10-29Page 6 Siemens PLM Software
Variability Management product overview
Top-Level 150% CTO Configuration Top-Level ETO Configuration
Engineer-to-orderConfigure-to-orderStandard productsHigh complexity
Configure-to-order
RulestreamTC ConfiguratorVariants
MatrixIndividual Variants
Restricted © Siemens AG 2018
2018-10-29Page 7 Siemens PLM Software
Variant Matrix BOM Manager: Concept (AWC 4.1/4.2)
100% Active workspace based.
→ Quantity controls how many
parts used in which variant
Restricted © Siemens AG 2018
2018-10-29Page 8 Siemens PLM Software
Variant Matrix
Product Demo
Add new Parts to
Product Line &
update existing
variant BOMs
BOM Analyst
Create a New
Product Variant &
create Variant BOM
BOM Analyst
Product Availability:
• First Release – Dec 2018
• Completion Release – Spring 2019
Launch Product Line
in Variant Matrix and
view Variant BOMs
BOM Analyst
Restricted © Siemens AG 2018
2018-10-29Page 9 Siemens PLM Software
Variability Management product overview
Top-Level 150% CTO Configuration Top-Level ETO Configuration
Engineer-to-orderConfigure-to-orderStandard productsHigh complexity
Configure-to-order
RulestreamTC ConfiguratorVariants
MatrixIndividual Variants
Restricted © Siemens AG 2018
2018-10-29Page 10 Siemens PLM Software
Rulestream
What is Rulestream?
A platform for capturing product-centric
knowledge
A set of tools for automating ETO Processes
An environment for creating ETO products on
demand
Restricted © Siemens AG 2018
2018-10-29Page 11 Siemens PLM Software
ETO Knowledge Capture
Authoring
Tools
CAD, CAM, CAE
MS OfficeVisio, Word, Excel
Legacy
Rulestream
ETO
Rule
Execution
Engine
Rules &
Facts
Repository
Domain
Experts
Systems of Record
CRMERP Teamcenter
Restricted © Siemens AG 2018
2018-10-29Page 12 Siemens PLM Software
ETO Knowledge Utilization
Systems of Record
CRMERP Teamcenter
Authoring
Tools
CAD, CAM, CAE
MS OfficeVisio, Word, Excel
Legacy
Rulestream
ETO
Rule
Execution
Engine
Rules &
Facts
Repository
Customer
RequirementsEngineering/Mfg. Package
• Detailed 3D models
• Manufacturing Drawings
• Analysis
• EBOMs, MBOMs
• Work Instructions
• Test Procedures
• Proposals
• Tech Specifications
• Bid Drawings
• 3D Visualizations
Bid Package
Restricted © Siemens AG 2018
2018-10-29Page 13 Siemens PLM Software
Rulestream Sample User Applications
Restricted © Siemens AG 2018
2018-10-29Page 14 Siemens PLM Software
• Unicode characters may now be used for:
• Creating Custom UI’s
• End User (Engineer) data entry
• Architect data/rules entry
• Engineer, Unattended Engineer, Architect, User Manager
• Excludes (at this time): model services, thin client, offline sync
server, priority scheduler, drawing productivity pack
• Rulestream system interfaces provided in:
English (default) Russian
Chinese Spanish
Japanese Italian
German
• Resource files available for translating system interfaces to
languages that are not provided by Siemens out-of-the-box
Internationalization
Restricted © Siemens AG 2018
2018-10-29Page 15 Siemens PLM Software
Managing Product Variability
1
2
3
4
5
Why Product Configuration
Variability Solutions
Variant Matrix
Rulestream
What is the Teamcenter Configurator
What’s new ….
Roadmap
6
7
Restricted © Siemens AG 2018
2018-10-29Page 16 Siemens PLM Software
Variability Management product overview
Top-Level 150% CTO Configuration Top-Level ETO Configuration
Engineer-to-orderConfigure-to-orderStandard productsHigh complexity
Configure-to-order
RulestreamTC ConfiguratorVariants
MatrixIndividual Variants
Restricted © Siemens AG 2018
2018-10-29Page 17 Siemens PLM Software
Teamcenter ConfiguratorData backbone for variability
▪ Single product configuration backbone
to support the entire lifecycle from
product planning to execution & service
▪ Separation of product variability
definition from content applications
▪ Enable visualization of any
configuration of a product
▪ Multi-domain impact analysis
▪ Fully integrated with PLM change
process and effectivity control
ServiceProduct Planning
Design
Process Planning
Manufacturing
Delivery
Teamcenter Configurator
DesignPart
Master
System
Eng.
Manu-
facturingService
Single Variant Backbone across all domains
Restricted © Siemens AG 2018
2018-10-29Page 18 Siemens PLM Software
Teamcenter ConfiguratorRepository for product variance planning and execution
Central repository for Product
Architecture, Configuration and
Dictionary information
Role based interaction to
support engineering evaluation,
overlays or order management
Feature “Where Used”
Design impact
Manufacturing impact
Configure based on
selected part
Configure-2-order
Drive re-use of
configured content
Separation of
Configuration data
from Content
Product Breakdown with
Product -Line, -Model,
-Variant planning level
Change Control for Phase-in
and Phase-out processes of
product features
Restricted © Siemens AG 2018
2018-10-29Page 19 Siemens PLM Software
Configurator ContextDictionary
Variability Planning
Scoping
▪ Consume sub-set of Features from
Dictionary → Product Line → Product
Model for scoping and maximum reuse
▪ Manage product-specific rules and
share rules with other products
▪ Leverage Product Lines and Summary
Models and Features to simplify rule
maintenance
• Authoring and Configuration activities
leverage this scoping to present only
relevant variability to user
DictionaryProduct
LineProduct
Model
Restricted © Siemens AG 2018
2018-10-29Page 20 Siemens PLM Software
Configurator Constraints
▪ Complexity Optimization using Rules such as default,
exclusion, feasibility and inclusion
▪ Grid-based rule authoring UI to edit multiple rule types
within a single view
▪ Filter / expand / collapse and improved usability makes it
straightforward to manage a heterogeneous rules set, incl.
operator support (=<>)
Complexity Management
Configurator Context: Rules
Default Rule
Exclusion Rule
Availability Rule
Inclusion Rule
Calculation
Feature is Available
Feature is Default
Feature is Excluded
Feature is Included
Include Function to calculate feature
Restricted © Siemens AG 2018
2018-10-29Page 21 Siemens PLM Software
Managing variability on a Hand Drill Product Line
“Consumer”
12V NiCd
Right rotation only
No torque control
Speed On/Off
Standard Chuck
“Semi-Professional”
12V NiMh
Left – Right rotation
Torque control
Speed On/Off
Standard Chuck
“Professional”
18V NiMh
Left – Right rotation
Torque control
Speed Electronic
Professional Chuck
Restricted © Siemens AG 2018
2018-10-29Page 23 Siemens PLM Software
Product Configurator - Core CapabilitiesVariability shared across multiple content domains
Has Variant Configuration Contextallocationsorganize
Dictionary
Company
“vehicles”
Architecture
Small Cars
Configurator
Context
Passenger CarsProduct Line
Vehicle X
E
Model
LX
E
Rules / Constaints
‘3.0L V6’ only in
Region “US”
E
SummaryAll 4 cyl. engines
Package
Winter Pack
E
Feature Family
Engine
Feature Family
Region
E
Feature
1.8L 4 cyl
Feature
EU
Feature
US
E
Feature
3.0L V6
E
E
E
150% eBOM
150% CAD structure
Variant Condition
Variable Product
Requirements
Variable Product
BOM
Variable Product
CAD
Item
Part
V
V
V
V
SVR(saved) Variant
Rule
Variable Product
Mfg Process
Process
V
V
Restricted © Siemens AG 2018
2018-10-29Page 24 Siemens PLM Software
Embed or link demo movie
Set to play full screen
Teamcenter RAC (My Teamcenter & Structure Manager)
Restricted © Siemens AG 2018
2018-10-29Page 25 Siemens PLM Software
Embed or link demo movie
Set to play full screen
Teamcenter RAC (Structure Manager)
Restricted © Siemens AG 2018
2018-10-29Page 26 Siemens PLM Software
Managing Product Variability
1
2
3
4
5
Why Product Configuration
Variability Solutions
Variant Matrix
Rulestream
What is the Teamcenter Configurator
What’s new ….
Roadmap
6
7
Restricted © Siemens AG 2018
2018-10-29Page 27 Siemens PLM Software
Saved Variant Rule → Variant Criteria
Enable historical tracking of saved configurations and order
details (11.6)
Tracking “Models/Variants”
Manage Configurations for tracking Models
Effect in/out a configuration on a certain date
Manage tracking model status
Key Features * Support for revision control
Differentiate between user/system selections.
Persist what rule date was used
Persist what effectivity date was applied
Persist what Revision / Status was used
* Enhancements beyond current Saved Variant Rule
Extend to capture content criteria
Content applications will get extended to consume
Variant Criteria alternative to Saved Variant Rule
Select Variant criteria for content selection
Order Management/Solution Variant
Capture Variant Criteria of an Order
Coordinate changes to variant criteria with ERP
Generate Solution Variant for a given variant criteria
Compare criteria and impact to Solution Variant
Variant
Criteria
Restricted © Siemens AG 2018
2018-10-29Page 28 Siemens PLM Software
Variant Criteria (TC 11.6)
“lifecycle” your
Saved
Configurations
Restricted © Siemens AG 2018
2018-10-29Page 29 Siemens PLM Software
Positional Variability ( TC 11.6, NX12)
configure specific positions of parts in a product assembly
Ability to modify geometric position of designs in a design assembly
Before: every possible position requires
separate BOM line occurence
Now: Dynamic Variable Positioning
NX Expression based
Positional Variability Use case requires:
- Calculation
- Positioning
- Solution Variant (to save result)
Restricted © Siemens AG 2018
2018-10-29Page 30 Siemens PLM Software
ERP / Order Management Integration Options
Create “Solution Variants” for Product and Assemblies in Teamcenter
and these pre-defined send 100% results to ERP
Integrate Teamcenter in your Order Management Process and send
100% results to ERP for every Orders
Synchronize your Configuration knowledge to downstream Configurator
in ERP
Restricted © Siemens AG 2018
2018-10-29Page 31 Siemens PLM Software
Persist Assembly for Order or Saved Configuration
Solution Variant (Variant Item Replacement)
create, manage and update persistent Item and structure for
a defined set of variants
• Persist Configured Variant for an Order
• Manage and Reuse solution variants
• Create multiple level solution variant structure,
with minimal user interaction
• Validate and synchronize managed and reuse
solution variants
• Update Solution variant or associated criteria
Restricted © Siemens AG 2018
2018-10-29Page 32 Siemens PLM Software
Use Case
Subset
Criteria
F3=zcreate asign
Property
mapping
Variant Criteria
applycreate
F1=x
F2=y
F3=z
asign
Reuse
Create / Update SV
Create / Update SV New ID (Solution
Variant)
Feature Selections +
Rev Rule / Eff
Already
Invariant Assy
New ID (SV) + Exp
Feature Selections
+ Rev Rule / Eff
Solution Variant
(persistent variant with own structure)
VV
V
V
V
Configurable Source
(150% Variable Content)
Configurator
Context (Subset)
F3=z
Configurator
Context
F1, F2, F3
(Managed)
(Reuse)
Configured Source (100% Variant Configuration)
(Feature selections applied to variable source to
configure)
ApplyV
V
V
V
V
A
update
Search
Existing
Variant
Restricted © Siemens AG 2018
2018-10-29Page 33 Siemens PLM Software
Solution Variant
Product Demo
Create Solution
Variant – multi level
BOM Analyst /
Order Engineer
Update Solution
Variants
Configurator Owner
Product Availability: TC 11.6 - Nov. 2018
Setup Configurator
for Solution Variant
Configurator Owner
Restricted © Siemens AG 2018
2018-10-29Page 34 Siemens PLM Software
Integration Options
Create “Solution Variants” for Product and Assemblies in Teamcenter
and these pre-defined send 100% results to ERP
Integrate Teamcenter in your Order Management Process and send
100% results to ERP for every Orders
Synchronize your Configuration knowledge to downstream Configurator
in ERP
Restricted © Siemens AG 2018
2018-10-29Page 35 Siemens PLM Software
Teamcenter Config. Work with ERP
(mBOM in TC)
M-Bom (150%)E-Bom (150%) BOP (150%)
Team
center
apply/solve
ERPProduct Order
O-Bom (100%) BOP (100%)
OOTB OOTB
Product Order
Low complex interface
share
only 100% information
Config.Context
Feature
share
solve
apply
send
Restricted © Siemens AG 2018
2018-10-29Page 36 Siemens PLM Software
Integration Options
Create “Solution Variants” for Product and Assemblies in Teamcenter
and these pre-defined send 100% results to ERP
Integrate Teamcenter in your Order Management Process and send
100% results to ERP for every Orders
Synchronize your Configuration knowledge to downstream Configurator
in ERP
Restricted © Siemens AG 2018
2018-10-29Page 37 Siemens PLM Software
Teamcenter Config. Work with ERP (mBOM in ERP)
M-Bom (150%)
E-Bom (150%)
BOP (150%)
O-Bom (100%) BOP (100%)
apply/solve
Team
center
ERP
Product OrderE-Bom (150%)
ERP
Config.Profile
Charact.
!!!OOTB
Config.Context
FeatureHigh complex interface
share
complex Rule
construct
eBOM-mBOM Alignment
will lose possibility to
Visualize feed
digital production
Restricted © Siemens AG 2018
2018-10-29Page 38 Siemens PLM Software
Managing Product Variability
1
2
3
4
5
Why Product Configuration
Variability Solutions
Variant Matrix
Rulestream
What is the Teamcenter Configurator
What’s new ….
Roadmap
6
7
Restricted © Siemens AG 2018
2018-10-29Page 39 Siemens PLM Software
Full Screen Configurator in Active Workspace
➢ Use full screen Configurator for high visual experience:
• Thumbnails, images for features
• Flexible use of tabs, groups sections
• Summary
• Flexible settings
• Rich user feedback
➢ Follow Role based approach:
➢ Engineering (embed in RAC and CAD)
➢ Sales (intuitive)
➢ Order Management (integrated)
➢ Active Workspace 4.2 … keep track
Restricted © Siemens AG 2018
2018-10-29Page 41 Siemens PLM Software
Product In Product
Product In Product - Modularity
▪ Define a reusable module boundary where
each module’s variability is fully
encapsulated/self contained.
▪ Allow module to be used within the same
product or different product.
▪ Provide suggestions to user for the potential
solutions
Restricted © Siemens AG 2018
2018-10-29Page 42 Siemens PLM Software
Order Management▪ Provide Order object data model that
customers can build upon
▪ Foundation for interactive and batch-
solve
▪ Supports stand-alone (orders
originating in Teamcenter) or via
integration to ERP or other
sales/order entry system where
orders originate
Order Management with Product Configurator 2019 (12.x)
Customer Order Line
Item(s)
Order Specification
(optional)
Line Item Specification
(optional)
Line Item
Delivery Package
Customer Order
Configuration Criteria
(optional)
Solution Variant (Item)
Restricted © Siemens AG 2018
2018-10-29Page 43 Siemens PLM Software
• Sales features
• Configured Sales
BOM
• 3D visualization,
drawings, etc.
Supporting the IT Variant Landscape
PLM – CPQ – E-Commerce - ERP
Teamcenter
Product Development
BOM
150% EBOM / MBOM
100% OBOM
Product Content
Configurator
Features, Rules,
Product Lines
E-Commerce / CPQ
Customer-facing Guided
Configuration
Quotations
Geometry / Visualization of
Configured Product
Teamcenter
Sales Support
Snapshot of
configurator features
and rules
BOM, technical data
(3D, drawings, etc.)
Multi-site TC Instance
with only sales rel. data
ERP
Customer Master Data Pricing / Costs
Logistical Data Orders
Pricing Information, Customer data,
Lead times
• Selected products
• Selected optionsFull Teamcenter production site
Order information
Order headerOrder BOM
and/or MBOM
100% OBOM
Supplier Data
Restricted © Siemens AG 2018
2018-10-29Page 44 Siemens PLM Software
• Sales features
Supporting the IT Variant Landscape (TC 12.2+)
Microservice – self contained deployed Product Knowledge
Teamcenter
Product Development
BOM
150% EBOM / MBOM
100% OBOM
Product Content
Configurator
Features, Rules,
Product Lines
E-Commerce / CPQ
Customer-facing Guided
Configuration
Quotations
Configurator
Microservice
Snapshot of
configurator features
and rules
ERP
Customer Master Data Pricing / Costs
Logistical Data Orders
Pricing Information, Customer data,
Lead times
• Selected products
• Selected optionsFull Teamcenter production site
Order information
Order headerOrder BOM
and/or MBOM
100% OBOM
Supplier Data
CRS
Restricted © Siemens AG 2018
2018-10-29Page 45 Siemens PLM Software
Configuration of Remote Data
Configuration of Remote Data
▪ Enable remote systems to leverage AW
(or another thin client) to:
▪ View variability from Configurator
▪ Configure content
▪ Author Variant Conditions on content
▪ Eliminate need to persist features and
variant conditions in remote system
→ Example shows scenario with Mentor as
a consuming application for Configuration
based on Teamcenter
Restricted © Siemens AG 2018
2018-10-29Page 46 Siemens PLM Software
Mentor Capital
Common Knowledge Base drives Electrical / Electronic Assets
Configure Mentor Assets from Configurator Knowledge Base • Common Configurator knowledge base
(features + contraints) drives configuration
of functional assets in Teamcenter and
Mentor
• Variability qualification is automatic as
additional levels of design fidelity are
authored
• Allowable configurations are analyzed for
cost, weight, and other parameters
• System calculates optimized number of
electrical wire harness configurations
needed to balance cost, reuse, and
giveaways
Restricted © Siemens AG 2018
2018-10-29Page 48 Siemens PLM Software
BOM Driven Configuration and Overlay Analysis
BOM Content Qualification and Configuration• Valid Overlays only – configure based on
Selection
• Grid-based authoring of Variant Conditions
for BOM usages
• Validation of variant expressions
• Interactive feature selections and content
configuration
• Configure and visualize multiple overlayed
configurations
Restricted © Siemens AG 2018
2018-10-29Page 50 Siemens PLM Software
Systems Engineering
Configure Active Safety System
Configure Systems Engineering Assets for Program• Grid-based authoring of Variant Conditions
for Systems Engineering Assets
• Qualify Core Engineering breakdown and
apply to Program configurations
• Apply configuration and view configuration
results in Tree, Table, or Architecture
diagramming views
Restricted © Siemens AG 2018
2018-10-29Page 51 Siemens PLM Software
• Single system for planning and execution connects product management decisions on feature offerings directly to the engineering process
• Consistent configuration management with effectivity for features, constraints, and content
• Single repository for all product variability data like features, rules,
externalized from structure
Why Teamcenter Product Configurator?
• Real-time 3D visuals available for any configuration - available to any user in the process
• Intuitive and simple UI for product and feature definition as well as table based rule authoring
• Variability backbone enables centrally managed Configurator knowledge base to be leveraged across the Teamcenter suite and for external apps
• Support for complete continuum of Configure to Order and Engineer to Order products
Restricted © Siemens AG 2018
2018-10-29Page 52 Siemens PLM Software
Your feedback is
important!
Comment on
Configurator Blog:
https://community.plm.automation.s
iemens.com/t5/Teamcenter-
Blog/Introducing-Teamcenter-
Product-Configurator-for-Variability
Restricted © Siemens AG 2018
2018-10-29Page 53 Siemens PLM Software
CPQ partnering
Add Your Screenshot to Layer Below Laptop Screen