Documentum User Group Boston   Trinity Technologies Corporation:Building a Global Project Infrastructure               Oct...
Agenda Trinity Technologies Introduction Global Project Challenges Design/Construction Example Plant Operations Exampl...
Trinity Technologies CorporationTRINITY TECHNOLOGIES                                              3                       ...
About Trinity TechnologiesConsultants on IT Solutions for the   Industry Thought Leadership for Technology,        Energy ...
Fundamental Driver for Energy Companies     Creating Value from the Information Asset™   Physical Asset              Infor...
Global Project ChallengesTRINITY TECHNOLOGIES                                               6                             ...
Global Project Collaboration Today’s energy capital projects are being designed,  procured, and constructed by multiple g...
Global Project Collaboration How are different organizations dispersed around the globe contributing to the EPC on a proj...
Global Project Structure          Design Construction ExampleTRINITY TECHNOLOGIES                                         ...
Total Creation and Management of the Information      Management System (IMS) for Project  Selection of applications in I...
High-Level Architecture                                     FW    REF PLANT                   NSSS        1&2      DCTM   ...
DocumentumDocumentum will:
Documentum
Inter-Systems Information Flow                                               Pipe                                         ...
Information Flow                                                          NSSS IMS                                        ...
Interface Diagram                                            Equip Tags                                            and    ...
Publishing from NSSS to Data Center NSSS posts data into an exchange area in within the  Data Center file system     NAS...
High-Level Architecture                 NSSS to EPC to Owner                                        OWNERNSSS Vendor      ...
NSSS to Data Center Data MappingA Data Map has been created:  TRINITY TECHNOLOGIES                                        ...
EPC Office- 09:30 AM EST                          Paul authors new specification,                          and uploads it ...
Design Center                                                    Remote Plants                 Project Responsible Enginee...
Trinity “System Metrics”TRINITY TECHNOLOGIES                                                 22                           ...
Monitor Remote Servers Monitor remote server performance data, Docbase server, Webtop  server, Database server Monitor p...
IMS Change Management     Capturing best practices     Design basis information repository     What information can be ...
Plant Numbering System Structure      Plant        Locator         Project          Sequence      Code          Code      ...
Project and Engineering Documents                                                                               Retrieve P...
Vendor Documents     Vendors                                                                                              ...
Equipment Specifications and Purchase Orders                                                                              ...
Correspondence        Vendors                                                                                             ...
Publication of Deliverables         ·   Correspondence                        Deliverables Publishing         ·   Internal...
MenubarTRINITY TECHNOLOGIES                                            32                             © 2011 Trinity Techn...
MenubarTRINITY TECHNOLOGIES                                            33                             © 2011 Trinity Techn...
PropertiesTRINITY TECHNOLOGIES                                             34                              © 2011 Trinity ...
Transmittal Menu ItemsTRINITY TECHNOLOGIES                                               35                               ...
Best Practices Security    Overview    Password Policy and Procedure    Account Lockout Policy and Procedure    Local ...
Persistent Protection of ContentYou secure your content at rest…                      You ensure only certain people      ...
Operations ExampleTRINITY TECHNOLOGIES                                             38                              © 2011 ...
Operations Documentum Repository Nuclear Documents     Documentum Content Management in use since May 2002 for Nuclear  ...
Data Points Object Types and Volume     Records: 8.0+ million, 1.2 million pages scanned per month.     Drawings: 500,0...
Nuclear PassPort Interface PassPort Control Documents Registry in PassPort enables real time  Configuration Management wi...
Nuclear Drawings  Drawings      Source files stored in Documentum with TIF Rendition used as       viewable document. Au...
Nuclear Procedures Procedures     Source files stored on line and exposed to users.     PDF rendition displayed for use...
Records Application ERMS – Electronic Records Management System     Built on Content Manager Doc Type     Front end web...
Conclusions: Trinity Project Infrastructure1.    World class scalable technology platform to support      the plant projec...
EMC Boston Momentum User Group 2011- Delivering a Global Project Through the Documentum Infrastructure
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EMC Boston Momentum User Group 2011- Delivering a Global Project Through the Documentum Infrastructure

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EMC Boston Momentum User Group 2011- Delivering a Global Project Through the Documentum Infrastructure

  1. 1. Documentum User Group Boston Trinity Technologies Corporation:Building a Global Project Infrastructure October 11, 2011 Presenter: Rick Ekstrand Co-President and CTOTRINITY TECHNOLOGIES 1 © 2011 Trinity Technologies Corporation
  2. 2. Agenda Trinity Technologies Introduction Global Project Challenges Design/Construction Example Plant Operations ExampleTRINITY TECHNOLOGIES 2 © 2011 Trinity Technologies Corporation
  3. 3. Trinity Technologies CorporationTRINITY TECHNOLOGIES 3 © 2011 Trinity Technologies Corporation
  4. 4. About Trinity TechnologiesConsultants on IT Solutions for the Industry Thought Leadership for Technology, Energy Industries Business Processes, Organizational Change Extensive Client List in the Energy Industries
  5. 5. Fundamental Driver for Energy Companies Creating Value from the Information Asset™ Physical Asset Information Asset TRINITY TECHNOLOGIES 5 © 2011 Trinity Technologies Corporation
  6. 6. Global Project ChallengesTRINITY TECHNOLOGIES 6 © 2011 Trinity Technologies Corporation
  7. 7. Global Project Collaboration Today’s energy capital projects are being designed, procured, and constructed by multiple global organizations, often times part of a consortium You could have the NSSS vendor delivering a design from Japan, with engineering being done in the US and construction handled in the Middle East TRINITY TECHNOLOGIES 7 © 2011 Trinity Technologies Corporation
  8. 8. Global Project Collaboration How are different organizations dispersed around the globe contributing to the EPC on a project?  How do you exchange documents, drawings, data?  Especially with use of different systems and at different locals  How do you backup systems when they are being used around the clock?  How do you notify all parties of updates?  How do you ensure that everyone - from design and procurement to construction - are using current documents?  How do you manage RFI and design changes? TRINITY TECHNOLOGIES 8 © 2011 Trinity Technologies Corporation
  9. 9. Global Project Structure Design Construction ExampleTRINITY TECHNOLOGIES 9 © 2011 Trinity Technologies Corporation
  10. 10. Total Creation and Management of the Information Management System (IMS) for Project  Selection of applications in IMS system  Change management approach  Naming/taxonomy for project  Workflows between:  Systems  Organizations  Design of data center  Security  Records management and turnover TRINITY TECHNOLOGIES 10 © 2011 Trinity Technologies Corporation
  11. 11. High-Level Architecture FW REF PLANT NSSS 1&2 DCTM DC eRoom JPMO DCTM NSSS Vendor DC Site DCTM DCTM 3 Site EPC DCTM DCTM TURBINE CONSTRUCTOR VENDOR FW 1 Automated Import to DC (Publish) On-Shore Engineering 2 Transfer of transmittal to NSSS 3 Automated Import to EPC from DC exportTRINITY TECHNOLOGIES 11 © 2011 Trinity Technologies Corporation
  12. 12. DocumentumDocumentum will:
  13. 13. Documentum
  14. 14. Inter-Systems Information Flow Pipe Support Marian SP P&ID SP Elec PDS Isogen Drawings, Data Correspondence Documentum SP Foundation Design Basis Documents
  15. 15. Information Flow NSSS IMS Architecture Overview Consortium P&ID SPI SPEL PDS el PWDb od M ri c SAP Vendors et m Iso SPF - NSSS Documentum EDMS SmartPlant Review Admin Db / Tech Db Workflow Engine Numbering System Validation Primavera Workflow Engine Update Update Process Process Citrix P&ID SPI SPEL NSSS IMS SPF Documentum EDMS SmartPlant Review in Datacenter replicated from NSSS replicated from NSSS Project Centra MARIAN CEIDS WinPCS Primavera Status E-MeetingTRINITY TECHNOLOGIES 15 © 2011 Trinity Technologies Corporation
  16. 16. Interface Diagram Equip Tags and Descriptions Documentum POs with Document associated Status Equip Tags UpdatesDrawingsandassociatedEquip Tags TRINITY TECHNOLOGIES 16 © 2011 Trinity Technologies Corporation
  17. 17. Publishing from NSSS to Data Center NSSS posts data into an exchange area in within the Data Center file system  NAS  FTP From there it is picked up, processed, and loaded into the Data Center  Data is validated and transformed  Documents with metadata are loaded into the repository  Intelligent version logic  Transmittal is automatically generated and distributed TRINITY TECHNOLOGIES 17 © 2011 Trinity Technologies Corporation
  18. 18. High-Level Architecture NSSS to EPC to Owner OWNERNSSS Vendor EPC VendorTRINITY TECHNOLOGIES 18 © 2011 Trinity Technologies Corporation
  19. 19. NSSS to Data Center Data MappingA Data Map has been created: TRINITY TECHNOLOGIES 19 © 2011 Trinity Technologies Corporation
  20. 20. EPC Office- 09:30 AM EST Paul authors new specification, and uploads it to the content repository, initiating review workflow. Predictive caching job, based on a workflow, automatically pushes new spec to BOCS cache in ShangHai for review step.Helena logs on to her computerwhen she arrives at work in themorning. She sees she has a specfor review in her inbox and is ableto quickly download it from theBOCS cache to review.Site Office 9:00 AM TRINITY TECHNOLOGIES 20 © 2011 Trinity Technologies Corporation
  21. 21. Design Center Remote Plants Project Responsible Engineer approves new Design Change for Construction. Lifecycle state is changed to “approved”. Plant Managers can quickly download latest DesignChange from nearby content cache. Predictive caching job, based on a lifecycle state, automatically pushes new Design Change to all BOCS caches TRINITY TECHNOLOGIES 21 © 2011 Trinity Technologies Corporation
  22. 22. Trinity “System Metrics”TRINITY TECHNOLOGIES 22 © 2011 Trinity Technologies Corporation
  23. 23. Monitor Remote Servers Monitor remote server performance data, Docbase server, Webtop server, Database server Monitor performance data capture is synchronized chronologically with tests TRINITY TECHNOLOGIES 23 © 2011 Trinity Technologies Corporation
  24. 24. IMS Change Management Capturing best practices Design basis information repository What information can be changed? Design change process  Review  Approval  Notification TRINITY TECHNOLOGIES 24 © 2011 Trinity Technologies Corporation
  25. 25. Plant Numbering System Structure Plant Locator Project Sequence Code Code Type Code Number • This is the structure for both component numbering and document numbering. • Some of the same codes can be used for numbering both documents and components. • Caution: Always be clear if the entity in question is a component tag number or an AP1000 document.TRINITY TECHNOLOGIES 25 © 2011 Trinity Technologies Corporation
  26. 26. Project and Engineering Documents Retrieve Project and Engineering documents JPMO DCRs, NCRs Procurement Li Pu nk bl to ish Do / cs View All Engine ering D ocumen NSSS ts Data Center Site Documentum ll wA Vie Site EPC h/ s is c bl Do Pu to nk Co Li Assumptions ll eR abo · Assumption – Each Entity will manage its oo rat deliverables production using common project m e procedures. · The Project will manage a common set of DCRs, project procedures in the Data center NCRs · Each Entity will publish its deliverables to the Co ll DC. The DC is the official document eR abo oo rat repository m e · All document management reports will be run DI based on the documents in the DC · DCRs & NCRs – Initiated in the DC (Number assigned), then published to the DC when initiated (Issue approved) and when dispositioned ((Solution approved).TRINITY TECHNOLOGIES 26 © 2011 Trinity Technologies Corporation
  27. 27. Vendor Documents Vendors Publish all Dispositioned Eq via Re vie De view val VendorDocument Submittals, uip tio w& Re pro PO Amendments Ap Ap Sp n pro Re ppr ec Ve v al A vi ov nd & ew al or P JPMO D o ubl Procurement & DC cum ish Equipment Spec Rs en all – I t Su Dis Deviation Requests NSSS nit bm po iat s ed ittal ition Vendors & s , P ed Ap O pr Am View All ov ed ndm nt s, Data Center SITE ed Disposition Documentum Publish all als, PO ent Submitt Ve ndor Docum EPC Amndmnts, oved ated & Appr DCRs – Initi SITE DCRs – Initiated & Approved Deviation Requests Equipment Spec Review & Approval viation · Position - The Chinese Procurement al Equip S iew & pec De Approv Eq Entity (Via JPMO) needs to publish all ui p Vendor Document submittals to the Rev Re men vie t S DC to support progress updates. w pe & c Ap De pr via ov tio al n DI RMI VendorTRINITY TECHNOLOGIES 27 © 2011 Trinity Technologies Corporation
  28. 28. Equipment Specifications and Purchase Orders Retrieve Equipment Specs & Publish PO’s, Amendments Pu bl ish JPMO Eq Procurement ui pm PO en NSSS ’s, tS NSSS Am & pec Procurement en s, dm De via View Procurement en tio ts ns Documents SITE Data Center SITE Documentum s ra ble e liv De sh bli Assumptions and Positions Pu · to h/ EPC Assumption - The Data Center (DC) is the PO nk is Publish Li ubl Repository for Released Documents. Project P participants control their documents prior to Co release. l eR lab · Assumption - EPC will maintain Document oo ora m te Control for EPC products; DI may publish some DR deliverables to DC Equip · Position – Review & Approval of Specs, Pos, Specs Equipment Spec Deviations, Amendments, etc. are controlled Co Deviation Requests outside the DC (#, initiation & disposition) and ll eR abo published to DC when released. Deviation oo rat m e requests are published to DC upon initiation as DI well as upon disposition. · Assumption – The Procurement and JPMO activities/publishing to the DC is per a separate contract. TRINITY TECHNOLOGIES 28 © 2011 Trinity Technologies Corporation
  29. 29. Correspondence Vendors Com Co Co Nu JPMO Corre mercial rr mm m Procurement spon es be denc po erc e r ed nd ial C en Na to orre ce m /fr NSSS ed om spo Vendors Pa nd rti en es ce View All dence SSW Correspon To/From Data Center WEC SITE Documentum SW C/S ed WE mber ence Nu pond SITE es C orr EPC Positions · NSSS and EPC will use a common index, View All which is maintained in the Data Center. Participants will also maintain correspondence number indices in the DC SS · Assumption – The Procurement and JPMO W Co activities/publishing to the DC is per a r To res separate contract. /F po r n DI om de nc e DITRINITY TECHNOLOGIES 29 © 2011 Trinity Technologies Corporation
  30. 30. Publication of Deliverables · Correspondence Deliverables Publishing · Internal Documents · (Copies of Deliverables) · Deliverables and Indexes NSSS Published by EPC eRoom eRoom Documentum JPMO Collaboration EPC Retrieve Deliverables & · Internal correspondence Indices · Deliverables and Indexes Published for Shaw by DI · Project Deliverables · Project Correspondence · Document Indices DI Document Mgt Sys Publish Deliverables Design Institute · Action Item – EPC will need to Data Center access DI DCTM or get reports of in process work documents DocumentumTRINITY TECHNOLOGIES 30 © 2011 Trinity Technologies Corporation
  31. 31. MenubarTRINITY TECHNOLOGIES 32 © 2011 Trinity Technologies Corporation
  32. 32. MenubarTRINITY TECHNOLOGIES 33 © 2011 Trinity Technologies Corporation
  33. 33. PropertiesTRINITY TECHNOLOGIES 34 © 2011 Trinity Technologies Corporation
  34. 34. Transmittal Menu ItemsTRINITY TECHNOLOGIES 35 © 2011 Trinity Technologies Corporation
  35. 35. Best Practices Security  Overview  Password Policy and Procedure  Account Lockout Policy and Procedure  Local Policy and Procedure  Audit Policy  User Rights Assignment  Security Options  Event Log  Server, Workstations, Laptops  User Naming Standards  Group Naming StandardsTRINITY TECHNOLOGIES 36 © 2011 Trinity Technologies Corporation
  36. 36. Persistent Protection of ContentYou secure your content at rest… You ensure only certain people can access the content… This is where Information Rights Management (IRM) is neededBut once an authorized user opens the content,they are free to do whatever they want with it! TRINITY TECHNOLOGIES 37 © 2011 Trinity Technologies Corporation
  37. 37. Operations ExampleTRINITY TECHNOLOGIES 38 © 2011 Trinity Technologies Corporation
  38. 38. Operations Documentum Repository Nuclear Documents  Documentum Content Management in use since May 2002 for Nuclear documents.  All documents and records available to entire fleet (10 sites) via Intranet (5,800+ licensed users) through single repository.  24/7 operation with real time changes available immediately. Accounts Payable  Invoice scanning with character recognition. Security In Processing  Contractor plant access documentation using form capture techniques, fax interface, etc.  2,000 contractors each outage, 8-10 outages a year. TRINITY TECHNOLOGIES 39 © 2011 Trinity Technologies Corporation
  39. 39. Data Points Object Types and Volume  Records: 8.0+ million, 1.2 million pages scanned per month.  Drawings: 500,000+ , 8,000 revisions per year via Workflow  Procedures: 100,000+, 24,000 revisions per year  Correspondence: 40,000+  UFSAR  Tech Specs  Design Documents: 50,000+  Training Lesson Plans  Invoice scanning with recognition for Accounts Payable  Personnel Screening Documentation (Background Check, Entrance Tests, Fingerprints, Work History, Medical, etc)TRINITY TECHNOLOGIES 40 © 2011 Trinity Technologies Corporation
  40. 40. Nuclear PassPort Interface PassPort Control Documents Registry in PassPort enables real time Configuration Management with Engineering, Maintenance, Operations. One way interface push from PassPort to Documentum  Automated Creation of object in Documentum on creation of first document revision in PassPort (create_cd)  Automated version creation in Documentum on creation of any additional revisions (revise_cd)  Attribute and Status values passed to Documentum on field changes (attrib_chg)  Triggers Version to become Current in Documentum on Issue action in PassPort.  Synchronized within 20 seconds or PassPort action. Viewing capability from PassPort image icons (no license) Combines strengths of both programs Eliminates need to have every document in Documentum.TRINITY TECHNOLOGIES 41 © 2011 Trinity Technologies Corporation
  41. 41. Nuclear Drawings  Drawings  Source files stored in Documentum with TIF Rendition used as viewable document. AutoCAD software utilized.  Hybrid files stored using Virtual Documents.  Rendition process extracts data from AutoCAD title block to populate key fields and Aperture Card hollerith data.  Workflows used for all drawing record revisions with electronic signatures.  Aperture card hollerith text file and TIF output automated as step in Workflow.TRINITY TECHNOLOGIES 42 © 2011 Trinity Technologies Corporation
  42. 42. Nuclear Procedures Procedures  Source files stored on line and exposed to users.  PDF rendition displayed for users as default.  Rendition services used to create PDF renditions.  Real time interface with Control Document Registry (PassPort / PIMS) ensures correct revision available at all times.  25,000 revisions per year processed.  Workflows enables complex process in workflow. Extractor Routine  Home grown application  Export renditions or source files for any folder grouping  Allows extraction of 1000+ renditions in minutes.TRINITY TECHNOLOGIES 43 © 2011 Trinity Technologies Corporation
  43. 43. Records Application ERMS – Electronic Records Management System  Built on Content Manager Doc Type  Front end web application built to efficiently enter and process records at Department level.  Automated index from PassPort for Work Orders, Engineering Changes, Document revisions, Action Items. Eliminates data entry for several thousand records per month.  Goal is to move records out of department each day. No lingering. Huge success in the high volume departments.  Significant improvements in Records program realized.  Records scanned using Kofax Ascent software (No OCR).  Final Records capture on either  Microform (> 10 year retention)  CD (3 – 10 yr)  Electronic storage (< 3 yr)TRINITY TECHNOLOGIES 44 © 2011 Trinity Technologies Corporation
  44. 44. Conclusions: Trinity Project Infrastructure1. World class scalable technology platform to support the plant project effort2. Unparalleled experience in the definition and delivery of systems for power plants3. A complete solutions delivery team4. Major financial strength, assuring support for the full life of the nuclear units TRINITY TECHNOLOGIES 45 © 2011 Trinity Technologies Corporation

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