Post on 19-Jan-2015
description
#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
© Siemens AG 2012. All Rights Reserved.
Siemens PLM Software Page 5
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
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© 2011. Siemens Product Lifecycle Management Software Inc. All rights reserved
Insight XT Pre-Configured Environment
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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© 2011. Siemens Product Lifecycle Management Software Inc. All rights reserved
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
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© 2011. Siemens Product Lifecycle Management Software Inc. All rights reserved
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
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© 2011. Siemens Product Lifecycle Management Software Inc. All rights reserved
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
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© 2011. Siemens Product Lifecycle Management Software Inc. All rights reserved
Pre-Configured Environment Site Layout
© 2011. Siemens Product Lifecycle Management Software Inc. All rights reserved
Insight XT Fundamentals
© Siemens AG 2012. All Rights Reserved.
Siemens PLM Software Page 12
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
© Siemens AG 2012. All Rights Reserved.
Siemens PLM Software Page 13
Insight XT - Container
Collection of embedded content
Insight XT “Containers”
Folder
Collection of embedded content
© Siemens AG 2012. All Rights Reserved.
Siemens PLM Software Page 14
Insight XT - Container
Collection of embedded content
SharePoint Folder
Collection of embedded content
And referenced content
Insight XT “Containers”
Links
© Siemens AG 2012. All Rights Reserved.
Siemens PLM Software Page 15
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
Collection of embedded content
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
© Siemens AG 2012. All Rights Reserved.
Siemens PLM Software Page 16
Insight XT Part Revisions
• Parts are more sophisticated
than other Containers
• Can and usually do contain
Revisions
A
B
C
+
+
-
© 2011. Siemens Product Lifecycle Management Software Inc. All rights reserved
Insight XT Tools
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© 2011. Siemens Product Lifecycle Management Software Inc. All rights reserved
Projects
Carts
ECRs & ECOs
Insight XT Tools Overview – Container Style Tools
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© 2011. Siemens Product Lifecycle Management Software Inc. All rights reserved
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”
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© 2011. Siemens Product Lifecycle Management Software Inc. All rights reserved
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”)
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© 2011. Siemens Product Lifecycle Management Software Inc. All rights reserved
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
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© 2011. Siemens Product Lifecycle Management Software Inc. All rights reserved
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
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© 2011. Siemens Product Lifecycle Management Software Inc. All rights reserved
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
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© 2011. Siemens Product Lifecycle Management Software Inc. All rights reserved
Change Management Life Cycle Status
In Review In Approval
Released
Obsolete
Sandbox
Working
Preconfigured!
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© 2011. Siemens Product Lifecycle Management Software Inc. All rights reserved
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
© 2011. Siemens Product Lifecycle Management Software Inc. All rights reserved
Insight XT Web Parts
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© 2011. Siemens Product Lifecycle Management Software Inc. All rights reserved
Insight XT Web Parts
Content Browser
Relation Browser
Search
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© 2011. Siemens Product Lifecycle Management Software Inc. All rights reserved
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
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© 2011. Siemens Product Lifecycle Management Software Inc. All rights reserved
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
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© 2011. Siemens Product Lifecycle Management Software Inc. All rights reserved
► 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
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© 2011. Siemens Product Lifecycle Management Software Inc. All rights reserved
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
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© 2011. Siemens Product Lifecycle Management Software Inc. All rights reserved
Relation Browser View Types
Graph
(Explore, Navigate)
Table
(Sort, Filter)
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© 2011. Siemens Product Lifecycle Management Software Inc. All rights reserved
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
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© 2011. Siemens Product Lifecycle Management Software Inc. All rights reserved
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
© 2011. Siemens Product Lifecycle Management Software Inc. All rights reserved
Insight XT Applications
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© 2011. Siemens Product Lifecycle Management Software Inc. All rights reserved
► 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
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© 2011. Siemens Product Lifecycle Management Software Inc. All rights reserved
► 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
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© 2011. Siemens Product Lifecycle Management Software Inc. All rights reserved
► 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
© 2011. Siemens Product Lifecycle Management Software Inc. All rights reserved
Insight XT Solid Edge Client
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© 2011. Siemens Product Lifecycle Management Software Inc. All rights reserved
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
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© 2011. Siemens Product Lifecycle Management Software Inc. All rights reserved
Insight XT Clients Solid Edge
► File Open dialog lists the sites with Insight XT document libraries containing part data
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© 2011. Siemens Product Lifecycle Management Software Inc. All rights reserved
Insight XT Clients Solid Edge
► 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
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© 2011. Siemens Product Lifecycle Management Software Inc. All rights reserved
Insight XT Clients Solid Edge
► 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
© 2011. Siemens Product Lifecycle Management Software Inc. All rights reserved
Insight XT Demonstration
© 2011. Siemens Product Lifecycle Management Software Inc. All rights reserved
Insight XT Wrap-up
For internal use only / © Siemens AG 2012. All Rights Reserved.
Siemens PLM Software Page 46
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 AG 2012. All Rights Reserved.
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.
Siemens PLM Software Page 48
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!