New Engineering Client for Agile PLM
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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

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 New Engineering Client for Agile PLM Presentation Transcript

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