New Engineering Client for Agile PLM


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A description of the new features in Oracle's Agile PLM Engineering Collaboration module version 3.0

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New Engineering Client for Agile PLM

  1. 1. Oracle Agile PLM MCAD Connectors Release 3.0 New Features Overview June 2010
  2. 2. Agenda <ul><li>Release Themes </li></ul><ul><li>New and Changed Features </li></ul><ul><li>Additional Resources </li></ul>
  3. 3. Release Themes <ul><li>Fully Web Based </li></ul><ul><ul><li>Use Agile web client for all PLM activities like search & browse </li></ul></ul><ul><ul><li>All CAD dialogs are browser-based, no thick client </li></ul></ul><ul><li>Improved User Functionality </li></ul><ul><ul><li>Improved ease of use through streamlined use cases </li></ul></ul><ul><ul><li>Strong emphasis on CAD advanced use cases </li></ul></ul><ul><li>Significantly Increased Performance </li></ul><ul><ul><li>Fully based on new Agile 9.3 web services </li></ul></ul><ul><ul><li>File and database operations modularized for best performance </li></ul></ul>PLM Design data is fully upward compatible from MCAD 2.5.x connectors
  4. 4. New and Changed Features <ul><li>Web-based User Interface </li></ul><ul><li>Streamlined PLM Processes </li></ul><ul><li>Multiple Workspaces </li></ul><ul><li>Advanced CAD Feature Support </li></ul>
  5. 5. <Insert Picture Here> Web-based User Interface
  6. 6. Previous EC Client Framework Agile PLM Server Web Client PLM Operations EC Thick Client CAD and some PLM Operations CAD System Authoring CAD Connector SDK <ul><li>Thick EC Client for all CAD operations </li></ul><ul><li>EC Client also required for some PLM operations, like searching for a design to load to CAD </li></ul><ul><li>Since the EC Client provides only a subset of client features, the web client is also required for some operations (viewing redlined BOM, thumbnails, etc.) </li></ul>Client Server
  7. 7. New Web-based Framework CAD System Authoring EC Web Dialogs CAD-specific Operations <ul><li>Fully web based, no thick client </li></ul><ul><li>No duplication of client functionality </li></ul><ul><li>Single login between web client and EC dialogs </li></ul>Web Services Client Server Agile PLM Server CAD Connector Web Client PLM Operations
  8. 8. Web Dialogs Example – “Save” List View Tree View <ul><li>The Agile “Save” function brings up the web dialog </li></ul><ul><li>CAD model displayed in List and Tree views </li></ul>
  9. 9. Web Dialogs Example – “Save” List View Tree View Sidebar <ul><li>The left Sidebar is opened for additional functionality for Design and Item details, Workspaces, and Preferences </li></ul>
  10. 10. List View and Tree View <ul><li>The List and Tree views work together, providing much better navigation and search capability </li></ul><ul><li>Tree View </li></ul><ul><li>Zoom, Pan, Fit </li></ul><ul><li>Color-coded by status </li></ul><ul><li>Fit to selected object in list (locate object in tree) </li></ul><ul><li>Print tree </li></ul><ul><li>List View </li></ul><ul><li>Sort by any column </li></ul><ul><li>Search on data in any column </li></ul><ul><li>Select displayed columns </li></ul><ul><li>Select pre-defined views </li></ul>
  11. 11. Other Tree View Features <ul><li>Tree-based context menu functions </li></ul><ul><li>Both down and up the tree </li></ul><ul><li>Functions include </li></ul><ul><ul><li>Set save mode </li></ul></ul><ul><ul><li>Set / cancel check out </li></ul></ul><ul><ul><li>Save As </li></ul></ul><ul><ul><li>Create Parts </li></ul></ul><ul><ul><li>Assign Change </li></ul></ul>Select here
  12. 12. Other List View Features Standard View Selector Column Display Selector Search on any column <ul><li>Base View – standard view </li></ul><ul><li>Item Assignments – shows Parts assigned to Designs </li></ul><ul><li>Reference Details – shows family table and external ref info </li></ul><ul><li>Workspace Details – shows local filename and status </li></ul>
  13. 13. Using the Agile Web Client <ul><li>All PLM search and browse activity is done in the standard Agile web client </li></ul><ul><li>Load is initiated from the Agile web client using Load to CAD </li></ul><ul><li>This sends the selected Design to the Load Preview dialog, and from there to CAD </li></ul>Load to CAD <ul><li>Load to CAD is available from: </li></ul><ul><li>Search results (Designs) </li></ul><ul><li>Design objects </li></ul><ul><li>Item Attachments tabs (attached Designs) </li></ul>Web Client Web Dialog – Load Preview CAD
  14. 14. <Insert Picture Here> Streamlined PLM Processes
  15. 15. Existing EC Client Process CAD Workstation Agile CAD System Working Directory FILE DESIGN PART EC Client CAD Design Structure Save AutoVue for Agile Part BOM Create Item/BOM <ul><li>Two-Step Process </li></ul><ul><ul><li>Save Designs using “Save” command </li></ul></ul><ul><ul><li>Publish BOMs using “Create Item/BOM” command </li></ul></ul><ul><li>Time consuming, since the user must enter two separate dialogs to perform the two functions </li></ul><ul><li>Confusing for inexperienced users </li></ul>
  16. 16. New Streamlined Process CAD Workstation Agile CAD System FILE DESIGN PART EC Web Dialog CAD Design Structure Save and Publish BOM AutoVue for Agile Part BOM <ul><li>ONE-Step Process </li></ul><ul><li>“ Save” command saves Designs and creates or updates associated Parts and BOMs as appropriate </li></ul><ul><li>Configurable preference settings to control publishing behavior </li></ul><ul><li>Much simpler to use </li></ul>Workspaces Workspaces Workspaces
  17. 17. Process Option Preferences <ul><li>The Preferences form contains important Process Option settings </li></ul><ul><li>The administrator can “lock” any setting to control specific site processes </li></ul>Example of a locked setting
  18. 18. Important Design-Part Process Options <ul><li>Three main settings control the behavior of Design and associated Parts </li></ul>Part Assignment – Controls if parts can be created by the user, or just used if they exist already
  19. 19. Important Design-Part Process Options <ul><li>Three main settings control the behavior of Design and associated Parts </li></ul>Save As – If creating Parts is allowed, will they be automatically created at the same time as Designs.
  20. 20. Important Design-Part Process Options <ul><li>Three main settings control the behavior of Design and associated Parts </li></ul>Publish to Item – Controls what actions take place during publishing – BOM update, attachment of Designs to Parts, or both
  21. 21. Combined Design-Part Creation “ Create New Part” mode “ Use Existing Part” mode <ul><li>Depending the process options that are enabled, the user will have different options for creating Designs and associated Parts </li></ul><ul><li>The Part autonumber is used for the new Part object and also drives the Design numbering </li></ul><ul><li>The filename can be optionally renamed as well </li></ul><ul><li>Search for existing Parts can be performed right from the Number and Description fields </li></ul><ul><li>The existing Part number can be used to drive the Design number and filename </li></ul>
  22. 22. Multiple Numbering Options <ul><li>These tables describe the options available for numbering Designs and Parts, and naming Files, when using the MCAD connectors </li></ul><ul><li>New built-in logic for certain filetypes simplifies the numbering process: </li></ul><ul><ul><li>CAD drawings are named equal to their child 3D model, with the appropriate CAD drawing extension (e.g. P12345.DRW for P12345.PRT) </li></ul></ul><ul><ul><li>Special “Design-only” logic for skeleton files, manufacturing files, etc. </li></ul></ul>Design Number Filename Design Autonumber + Extension Part Number + Extension CAD Property + Extension Special Drawing Logic (use 3D Model Number) Special Design-only Logic (always use Design number) File Don’t Rename file Rename file Part Number Part Autonumber CAD Property Use Existing Part
  23. 23. Item Assignments View <ul><li>The “Item Assignments” view shows all important attributes related to the assigned Parts – similar to the former “Create Item/BOM” dialog </li></ul><ul><li>This view can be used to assign and view the Change object information </li></ul>
  24. 24. Item Assignments View <ul><li>The “Item Assignments” view shows all important attributes related to the assigned Parts – similar to the former “Create Item/BOM” dialog </li></ul><ul><li>This view can be used to assign and view the Change object information </li></ul>Can select from multiple pending changes for publishing
  25. 25. Combined Design-Part Change Process <ul><li>Since Design objects cannot be directly on a Change object, they get approved through their associated Part’s change process </li></ul><ul><li>The Design’s “Revision” attribute is set to correspond to its associated Part’s Revision code, plus an incremental minor revision </li></ul><ul><li>Supplementing the MCAD Connector, this process relies on the Design Update script PX to trigger attribute updates upon workflow status changes </li></ul><ul><ul><li>This script is available as a Sample, see Additional Resources for details </li></ul></ul>Set by MCAD Connector upon Save Set by Design Update script upon Release
  26. 26. <Insert Picture Here> Multiple Workspaces
  27. 27. Using Workspaces <ul><li>Workspaces are the local file locations used by the MCAD connectors </li></ul><ul><li>Initially the user will have one workspace called “Default” </li></ul><ul><li>Users may create as many workspaces as needed </li></ul><ul><li>The active workspace can be set prior to operations like “Load” and “Save As”, to control where files go </li></ul><ul><li>CAD files with the same name may exist independently in different workspaces, even at different PLM version levels </li></ul>
  28. 28. Controlling Workspaces <ul><li>A context menu allows you to create, delete, and activate workspaces </li></ul><ul><li>Workspaces can be nested to multiple levels </li></ul><ul><li>The file status for active commands (such as the Load shown here) is automatically updated to reflect the state of the active workspace </li></ul>
  29. 29. Workspace Manager Window <ul><li>The Workspace Manager command brings up this Windows-style file browser </li></ul><ul><li>Shows combined local and PLM status </li></ul><ul><li>Performs status checks and PLM actions </li></ul>
  30. 30. Archiving Workspaces <ul><li>The “Zip and Upload Workspace” command will zip up all files in the workspace, and store this zip file in PLM. </li></ul><ul><li>The zip file is saved into a Design object, and the Design is put into the user’s Bookmarks for reference </li></ul>
  31. 31. <Insert Picture Here> Advanced CAD Feature Support
  32. 32. Pro/E External References <ul><li>This release supports a full range of Pro/E External References including: </li></ul><ul><ul><li>Copy Geometry </li></ul></ul><ul><ul><li>Publish Geometry </li></ul></ul><ul><ul><li>Merge / Inheritance </li></ul></ul><ul><ul><li>Shrinkwrap </li></ul></ul>Reference Details View displays the reference information Stored in PLM using the Relationships tab to keep distinct from regular CAD structure
  33. 33. Loading External References <ul><li>In the Load Preview dialog, a checkbox allows the user to select whether or not External Reference files should be loaded </li></ul>
  34. 34. Pro/E Interchange Assemblies <ul><li>For working with Interchange Assemblies, additional relations for components of interchange ASM's can be created during the &quot;Save&quot; process. </li></ul><ul><li>The “Load” command recognizes these relations and so the complete Pro/E context can be restored </li></ul>
  35. 35. Pro/E Find Number Support <ul><li>Once Find Numbers are created for the BOM in PLM, they can be used to populate balloon callouts in Pro/E drawings </li></ul>Find Numbers defined in PLM
  36. 36. <Insert Picture Here> Additional Resources
  37. 37. Additional Resources <ul><li>For the Design Update sample script PX </li></ul><ul><ul><ul><li> </li></ul></ul></ul><ul><li>For more information about Oracle Agile PLM </li></ul><ul><ul><ul><li> </li></ul></ul></ul><ul><li>For more information about Education </li></ul><ul><ul><ul><li> </li></ul></ul></ul><ul><li>For Agile PLM Product documentation </li></ul><ul><ul><ul><li> </li></ul></ul></ul><ul><li>For the Agile PLM Blog </li></ul><ul><ul><li> </li></ul></ul>