ENOVIA SmarTeam and Microsoft SharePoint Interoperability

Marc Young, Michael Chan

xLM Solutions

Outline

• Microsoft SharePoint• What, why, how?

• The ENOVIA SmarTeam Advantage• SmarTeam-SharePoint Integration

• Benefits• Application Scenarios• Approach

• Conclusions• Future Integrations

SmarTeam SharePoint Customer Requirements

• Provide customers with SmarTeam—SharePoint Integration solutions that can• Facilitate cross platform data and document access• Ensure data consistency and document lifecycle integrity• Provide customer-specific SmarTeam functionalities in

SharePoint• Adhere to Dassault licensing terms• Eliminate redundancy and potential complications from

user ad-hoc solutions• Maintain SmarTeam user base while increase the ROI for

both products

What is Microsoft SharePoint?

• Microsoft SharePoint Products and Technologies• A web-based collaboration and office document

management solution• A set of services and tools for constructing and

managing purpose-specific web sites• A platform for building scalable and robust web-

based applications

SharePoint Products and Technologies• Consist of

• Windows SharePoint Services 3.0• Microsoft Office SharePoint Server 2007• Microsoft Office SharePoint Server 2007 for Search• Microsoft Office Forms Server 2007

• Windows SharePoint Services (WSS) 3.0• A collection of services included in Microsoft Windows Server

2003 and 2008• Royalty-free

• Microsoft Office SharePoint Server (MOSS) 2007• Built on Windows SharePoint Services 3.0• With enhanced features for enterprise-scale operations

SharePoint – Collaborative Infrastructure

A Tool For…• Organizing and managing meetings• Sharing and managing documents, contacts, tasks,

calendars, and announcements• Building repositories of knowledge and information

through wiki sites• Sharing ideas with blogs• Managing projects with task and participant lists• Providing mobile access to contents• Easy participation in discussions, meetings, and office

document creations

SharePoint Services Site Example—Web Parts

Shared Documents

Team Announcements

Useful Links

Summary of Active Web PartsPurpose-Specific Workspaces

Customizable User Experience

Changed from grid view to Explorer view

User Personalization Options

SharePoint Services Site Customization Options

Support Mobile Users

Specify user roles and permissions according to the site’s purpose:

Project Site?Meeting Site?Personal Site?

Set the theme, look and feel of this site

Select the contents and functions of this site:

Shared Documents?Group Calendar?

Managed Task Lists?Etc.

ENOVIA SmarTeam

• A collaborative Product Lifecycle Management system

• Excellent for• Design Collaboration• Engineering Collaboration• Enterprise Collaboration• Supply chain incorporation

• Role-Based Solution

SmarTeam—The Definite Advantage

• Multi-CAD integrations• Business processes and workflows such as

• Engineering change and release • Design-to-configure (direct E-BOM generation from CAD)• Design-to-capture• Design-to-manufacturing

• Item, BOM, and Product Structure Manipulation, Management, and Synchronization

Integration…The Best of Both Worlds!

• Provide selected and focused SmarTeam features in a lighter and faster environment

• Easily extend SmarTeam to non-engineering and non-technical units• Familiar, intuitive, and customizable browser-based user

experience• Minimal SmarTeam concepts and skill set required

• Add values to both investments

Integration Advantages

• Better utilization of SmarTeam and SharePoint data:• Expose side-by-side data previously available only in

separate environments• Preserve and utilize existing data—no need for large-

scale data migration or duplication across platforms• Facilitate business and engineering processes by

combining data from both platforms in a single workflow, while maintaining data integrity

• Exposes SmarTeam data to mobile users

Application Example I: A Joint Meeting Between Engineering and Sales

• SharePoint Meeting Workspace is created as the centralized resource repository for the meeting

• A Portal is set up for participants to view the agenda, previous meeting minutes, and all related technical and business documents

• PLM data from SmarTeam is referenced in the portal• SmarTeam data is live: data changes (revisions) are

reflected immediately

• The portal and shared workspace are removed when no longer needed.

Application Example II: Centralized Data Access

• SmarTeam solutions are integrated deeply into product development, manufacturing and other business processes

• Company IT department deployed SharePoint Services for business operations and non-technical collaborations

• Without an integrated solution, PLM data access is inefficient and time-consuming, increasing risk for breaking data integrity and consistency

• A ST-SP integration solution will provide a similar user experience yet maintaining document consistency

• Increase efficiency

Example: An Integration Approach—Centralized Data Access

• Objective: to expose a list of selected documents from SmarTeam in a SharePoint web part

• The document list is formed from the results of a SmarTeam query

• The site administrator governs the syntax of the query, thus the contents of the SharePoint web part

• The document list is invalidated and refreshed according to a policy set forth by the administrator

• When the user selects a document, it is retrieved from the SmarTeam vault and displayed using an appropriate viewer

• By removing the query construction the user interacts only with a list of documents, and is not required of any SmarTeam skills

Example: SmarTeam-SharePoint WebpartCustomizable

Query Attributes

SmarTeam-SharePoint Webpart

Multi-page query results

Sortable columns

Outcome

• Extends the reach of product lifecycle collaboration across boundaries

• Leverages existing IT strategy and infrastructure• Connect people, resources, and knowledge base for

better and faster accesses• Optimizes team performance for maximum project,

product, and program achievements

Conclusions

• A SmarTeam—SharePoint integration harnesses the powerful features from two complementary collaboration systems to provide a rich user experience

• The integration facilitates the adoption of SmarTeam by non-technical users

• The integration also expands product and document management options and ultimately simplifies both engineering and business processes.

Future Integrations

• Provide integration solutions to leverage the power of SmarTeam with other Microsoft management solutions:• Microsoft Business Process Management (BPM) • Microsoft Office Enterprise Project Management (EPM)• Other Support & Issue Management Products

• Continue to add SmarTeam (PLM) advantage to other collaboration and project/document/data lifecycle and process management paradigms

Thank you!Questions?

Marc Youngmyoung@xlmsolutions.com248-926-5932

Michael Chanmchan@xlmsolutions.com517-410-6625

Why SharePoint?• Provides focused and integrated browser-based

workspaces for• Facilitating collaborations within and across units,

departments, and sites• Standardizing collaboration infrastructures and tools

• Sharing documents and other essential information• Better monitor, control and security of corporate data

• Implementing business processes and intelligences• Searching for and utilizing information on organizational

and technical resources• Adding values to existing Office and PLM applications

SmarTeam—SharePoint Integration• SharePoint web parts are constructed

to present SmarTeam data and functionalities

• SmarTeam web parts may be hosted in SharePoint sites and portals

• Web parts may become standalone web applications if desired

• Web parts interact natively with both SmarTeam and SharePoint

The SharePoint Advantage

• Present data- and user-centric experiences similar to other Office system products• Already familiar with and preferred by most users

• Web sites may be easily created for long or short term applications:• Corporate internet and intranet portals• Individual-, meeting-, project-, team-, and division-

based, or other special purpose web sites• Custom web parts may be developed to provide specific

functionality or feature.

SharePoint Services Site Customization Options

Support Mobile Users

Specify user roles and permissions according to the site’s purpose:

Project Site?Meeting Site?Personal Site?

Set the theme, look and feel of this site

Select the contents and functions of this site:

Shared Documents?Group Calendar?

Managed Task Lists?Etc.

Tailor site settings to its purpose

Misc. Adminitration Options

Integration Advantages (Under Construction)• Enables participants to create and join SharePoint Workspace

• Invite both internal and external participants and assign necessary privileges• Intuitive web-based user-experience: Minimizes user training and learning curve• Full PLM functionality

• file collaboration capabilities, including upload, download• check-in/check-out, versioning• Searching• Viewing and Redlining• User Security

• Access to Microsoft Office products features and functionalities• Instant Messaging• Real Time Collaboration (similar to WebEx functionality)• Reporting/Dashboards• Issue Management• Project/Program Management

• User Creatable and Customization Workspaces• Rich user experience in the collaborative SharePoint Workspace

Under constr

uction…

xLM Solutions

• Customers are deploying SharePoint Services as cost-effective and simple internet and intranet solutions:• IIS – included in recent Microsoft OSs• WSS – included in Windows 2003 and 2008 • No additional licensing costs

• Few also begin to harness SharePoint collaboration capabilities (e.g., meeting and project workspaces)

• Increasing demand for accessing SmarTeam data and functionalities from SharePoint sites

SmarTeam and SharePoint Feature Comparisons

ENOVIA SmarTeam Microsoft SharePoint

Enterprise Collaborations

Collaborative Product Lifecycle Management Limited

Organize and Manage Meetings

Contents Updates via News feeds (RSS)

Ideas Sharing (Wikis, Blogs, Surveys, etc.)

Discussion Boards, Documents Workspace

Integration with MS Office Products Add-ins

Browser-Based, Feature-Rich & Customizable UI Separated, Selected Consolidated, Full

SmarTeam and SharePoint Feature Comparisons

ENOVIA SmarTeam

Microsoft SharePoint

Supply chain Incorporation

Multi-CAD Integrations

Design-to-Configure (direct E-BOM from CAD)

Design-to-Capture

Design-to-ManufacturingItem, BOM, and Product Structure Manipulation, Management, and Synchronization