#SEU12 - 407 simplify your design world with solid edge insight xt - duane vaske

#SEU12

Duane Vaske

Siemens PLM Software

Product Planning Manager - PDM Products

Mainstream Engineering

407 - Simplify your design world

with Solid Edge Insight XT

© Siemens AG 2012. All Rights Reserved.

Siemens PLM Software Page 2

Solid Edge Insight XT

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

#SEU12

Pre-Configured Environment

Fundamentals

Tools & Web Parts

Applications

Demonstration

Wrap-Up

Topics

© 2011. Siemens Product Lifecycle Management Software Inc. All rights reserved

Insight XT 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

6



Legend

Documents Sandbox Purchased In-House

Data Site

Search

Configuration

Carts

Change

Management

Projects Tool Site

Solid Edge View & Markup Structure Editor

Application

Landing Page

Web Part

Content Browser Relation Browser

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In-House

► 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 3rd 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

Pre-Configured Environment Insight XT Data Sites

Documents Sandbox Purchased In-House

Landing Page Insight XT enabled SharePoint sites for organizing product and related data

8


Pre-Configured Environment Insight XT Tool sites

Search

Configuration

Carts

Change

Management

Projects

Landing Page

Insight XT enabled SharePoint sites containing tools for working with applying business process to product data and related information

“Binder” concept for managing data related to a project

Simple / flexible method to collect and group data in an ad-hoc fashion

Easy to use task management & integration to SharePoint workflow

Easily locate Insight XT objects across the entire site collection

Administer Insight XT tools and features

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

10


Pre-Configured Environment Site Layout


Insight XT Fundamentals



Insight XT “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



Insight XT - Container



Folder




Insight XT - Container


SharePoint Folder


And referenced content


Links



Insight XT Part* (PRT) is the most fundamental container

* Just as assemblies have “part” numbers; a “part” in

Insight XT can be either a part or assembly

Insight XT - PRT


And referenced content

PRT-00091_A.asm

PRT-00091_A.pdf

PRT-00091_A.dft

It can Contain things like:

• Spreadsheet

• word document

• CAD files

But it can also Link to things:

• Other Parts

• Other Insight XT Containers



Insight XT Part Revisions

• Parts are more sophisticated

than other Containers

• Can and usually do contain

Revisions

A

B

C

+

+

-


Insight XT Tools

18


Projects

Carts

ECRs & ECOs

Insight XT Tools Overview – Container Style Tools

19


Insight XT Tools Projects

► What is it? ► Container to tie together assemblies and all

related information.

► 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 status

“I need to be able to see the design work

that is associated with a specific project

and understand the status of the project”

description.docx

Miscellaneous.zip

Budget.xslx

ECO-0003

PRT-00086 / A

ECO-0002

PRJ-0003

“Project Link”

20


Project Data Organization Referenced vs. Physical

► Project Data can be referenced from many sites, libraries, folders, etc. ► Need a way to bring this all together – Project Binder

Referenced

(“Binder”)

Physical Storage Location

(“Data”)

21


Insight XT Tools Carts

► What is it? ► “Collection cart” container that

provides a simple and flexible method to group data

► 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

“Cart Link”

PRT-00093 / A

CRT-00003

PRT-00088 / A PRT-00086 / A

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

ECR-Form.docx

PRT-18023 / A

“ECR Link”

ECR-0003

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

ECO-Form.docx

Markup.pcf

ECR-0005

PRT-30281 / F

ECR-0002

“ECO Link”

ECO-0003

24


Change Management Life Cycle Status

In Review In Approval

Released

Obsolete

Sandbox

Working

Preconfigured!

25


Quick-Release 2-Step Release

Obsolete

Change Management Ready-to-use Workflows

Ready-to-use Workflows act on the selected object or all referenced objects


Insight XT Web Parts

27


Insight XT Web Parts

Content Browser

Relation Browser

Search

28


Insight XT Web Parts Content Browser

► What is it? ► Insight XT 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 Insight XT site to get useful core navigation improvements

29


Content Browser Favorites

► Favorites

► Familiar bookmark functionality for easy access to frequently used objects

► Capture location of any Insight XT 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 Insight XT tool or command

► Use ‘Go to Location’ command to easily navigate to object or URL

30


► 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 Insight XT web part: ► Relation Browser

► Content Browser

► Search

► Insight XT Document Library

► Window is sizable and movable ► Click on it to flip it over ► Edit property values

Content Browser Preview / Properties

31


Insight XT Web Parts Relation Browser

► What is it? ► Insight XT 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 Insight XT tools

► Place this web part on Insight XT sites to explore relations

32


Relation Browser View Types

Graph

(Explore, Navigate)

Table

(Sort, Filter)

33


Insight XT Web Parts Search

► What is it? ► Web Part used to

efficiently locate Insight XT content via configurable property-based 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

Insight XT Tool Site

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


Insight XT Applications

36


► What is it? ► Makes quick work of revising and cloning even entire product structures ► Edit structure in Insight XT but outside the CAD environment ► Open Parts and Projects ► Supports several key actions:

► Save As, Revise

► New (Part only)

► Add, Remove

► Move

Insight XT Clients Structure Editor

37


► What is it? ► Familiar SE Viewer ► Works with Package

Collaboration Files (PCF) ► Add Markups and save PCF

back to Insight XT ► Rich feature set

► Markup

► Measurement

► Cross Sectioning

Insight XT Clients Insight XT Viewer

38


► 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 Insight XT database

► Search for the package

Insight XT Clients Insight XT Viewer – Package Files


Insight XT Solid Edge Client

40


Insight XT Clients Solid Edge

► Connecting to Insight XT

► Manage -> Insight XT ► This is the default setting when Solid

Edge Insight XT Client is installed ► Recently used list sets correct mode

► Clear indication of the presence of

Insight XT ► Solid Edge Start Page ► Solid Edge application title bar

41



► File Open dialog lists the sites with Insight XT document libraries containing part data

42



► 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

43



► CPD is Insight XT “aware” ► Use “Active” project or Browse for and save to any Insight XT

project ► Assign Part Number / Revision ID ► Select Insight XT site/doc lib / folder for save location


Insight XT Demonstration


Insight XT Wrap-up

For internal use only / © Siemens AG 2012. All Rights Reserved.


Solid Edge University

Insight XT Test Drive

Experience Insight XT for yourself! • Visit the SPLM Software booth in the Governor’s Foyer

• We will introduce you to Insight XT 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

360 250GB with Kinect!

• Winner announced at wrap-up session Wed 13th June 4pm

Rules for the giveaway are available at:

http://www.plm.automation.siemens.com/en_us/campaigns/giveaways/seu_test_drive.shtml

Page 47


Siemens PLM Software

Solid Edge Insight XT Early adopters program

Our experience with data management software tells us that Insight XT will be used in creative ways by our customers – we may not have foreseen and tested all of these!

To address this we are working with selected customers and channel partners in an “early-adopters” program

We need more customers for this program:

You will need to run ST5 + Insight XT (can be in a remote or virtual environment)

Test your data and your processes

Direct support from Solid Edge R&D

Let us know if you would like to participate!

For internal use only / © Siemens AG 2012. All Rights Reserved.


Other Data Management Topics of interest

Ongoing Insight XT 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 Insight XT

3:00 PM Best practices for working with the Solid Edge embedded client

#SEU12

Thank You!

Date post:	19-Jan-2015
Category:	Technology
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#SEU12 - 407 simplify your design world with solid edge insight xt - duane vaske

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