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2018 Siemens PLM Connection

EuropeWelcome

Realize innovation.Restricted © Siemens AG 2018

Teamcenter Variability BackboneProduct Configurator & Rulestream

Juergen Bauer - Teamcenter Product Management

Restricted © Siemens AG 2018

2018-10-29 Siemens PLM Software

Managing Product Variability

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Why Product Configuration

Variability Solutions

Variant Matrix

Rulestream

What is the Teamcenter Configurator

What’s new ….

Roadmap

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The Business Problem: Managing Product Complexity

Product complexity is increasing Customers demand greater individual choice Offer variety without driving up costs

Many contributors to product definition Complex network of features and constraints

intertwined with product content

Increased demand to visualize, validate

and perform impact analysis for any (and

across many) configurations



Variability Management product overview

Top-Level 150% CTO Configuration Top-Level ETO Configuration

Engineer-to-orderConfigure-to-orderStandard productsHigh complexity

Configure-to-order

RulestreamTC ConfiguratorVariants

Matrix

Configure-to-Order (CTO)

• Option/feature management & part usage

• Rule authoring focused on logical part inclusion/exclusion rules

• Typically focused on BOM and BOP configuration

• CAD used for validation of complex configuration results

• Primary drivers of complexity include BOM solve performance

(can be 10K+ orders/day) and managing large volumes of part

usage rules

• Change and Effectivity management

Engineer-to-Order (ETO)

• Engineering calculations and content generation (new part

creation)

• Rule authoring focused on calculations and driving

authoring tools for content generation (BOM and all related

content)

• Bi-directional CAX integrations are critical

• Primary drivers of complexity include capture and execution

of complex engineering/design calculations and integrations

(client and server) to authoring tools

Configure-to-Stock (CTS)

• Pre-defined set of variants

managed downstream as individual

products

• Manual BOM edits allowed for

individual variants (Configuration

results like BOM, BOP..)

Individual Variants






Configure-to-order


MatrixIndividual Variants



Variant Matrix BOM Manager: Concept (AWC 4.1/4.2)

100% Active workspace based.

→ Quantity controls how many

parts used in which variant



Variant Matrix

Product Demo

Add new Parts to

Product Line &

update existing

variant BOMs

BOM Analyst

Create a New

Product Variant &

create Variant BOM

BOM Analyst

Product Availability:

• First Release – Dec 2018

• Completion Release – Spring 2019

Launch Product Line

in Variant Matrix and

view Variant BOMs

BOM Analyst






Configure-to-order





Rulestream

What is Rulestream?

A platform for capturing product-centric

knowledge

A set of tools for automating ETO Processes

An environment for creating ETO products on

demand



ETO Knowledge Capture

Authoring

Tools

CAD, CAM, CAE

MS OfficeVisio, Word, Excel

Legacy

Rulestream

ETO

Rule

Execution

Engine

Rules &

Facts

Repository

Domain

Experts

Systems of Record

CRMERP Teamcenter



ETO Knowledge Utilization

Systems of Record

CRMERP Teamcenter

Authoring

Tools

CAD, CAM, CAE

MS OfficeVisio, Word, Excel

Legacy

Rulestream

ETO

Rule

Execution

Engine

Rules &

Facts

Repository

Customer

RequirementsEngineering/Mfg. Package

• Detailed 3D models

• Manufacturing Drawings

• Analysis

• EBOMs, MBOMs

• Work Instructions

• Test Procedures

• Proposals

• Tech Specifications

• Bid Drawings

• 3D Visualizations

Bid Package



Rulestream Sample User Applications



• Unicode characters may now be used for:

• Creating Custom UI’s

• End User (Engineer) data entry

• Architect data/rules entry

• Engineer, Unattended Engineer, Architect, User Manager

• Excludes (at this time): model services, thin client, offline sync

server, priority scheduler, drawing productivity pack

• Rulestream system interfaces provided in:

English (default) Russian

Chinese Spanish

Japanese Italian

German

• Resource files available for translating system interfaces to

languages that are not provided by Siemens out-of-the-box

Internationalization

http://www.google.com/url?sa=i&rct=j&q=&esrc=s&frm=1&source=images&cd=&cad=rja&uact=8&ved=0CAcQjRxqFQoTCK28qf3z_McCFUYycgodlA4Jvg&url=http://www.webtipblog.com/tag/i18n/&psig=AFQjCNFNZ3aW0AihPJ5Mz6iY60QmjpCmRQ&ust=1442539335761008




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Variant Matrix

Rulestream


What’s new ….

Roadmap

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Configure-to-order





Teamcenter ConfiguratorData backbone for variability

▪ Single product configuration backbone

to support the entire lifecycle from

product planning to execution & service

▪ Separation of product variability

definition from content applications

▪ Enable visualization of any

configuration of a product

▪ Multi-domain impact analysis

▪ Fully integrated with PLM change

process and effectivity control

ServiceProduct Planning

Design

Process Planning

Manufacturing

Delivery

Teamcenter Configurator

DesignPart

Master

System

Eng.

Manu-

facturingService

Single Variant Backbone across all domains



Teamcenter ConfiguratorRepository for product variance planning and execution

Central repository for Product

Architecture, Configuration and

Dictionary information

Role based interaction to

support engineering evaluation,

overlays or order management

Feature “Where Used”

Design impact

Manufacturing impact

Configure based on

selected part

Configure-2-order

Drive re-use of

configured content

Separation of

Configuration data

from Content

Product Breakdown with

Product -Line, -Model,

-Variant planning level

Change Control for Phase-in

and Phase-out processes of

product features



Configurator ContextDictionary

Variability Planning

Scoping

▪ Consume sub-set of Features from

Dictionary → Product Line → Product

Model for scoping and maximum reuse

▪ Manage product-specific rules and

share rules with other products

▪ Leverage Product Lines and Summary

Models and Features to simplify rule

maintenance

• Authoring and Configuration activities

leverage this scoping to present only

relevant variability to user

DictionaryProduct

LineProduct

Model



Configurator Constraints

▪ Complexity Optimization using Rules such as default,

exclusion, feasibility and inclusion

▪ Grid-based rule authoring UI to edit multiple rule types

within a single view

▪ Filter / expand / collapse and improved usability makes it

straightforward to manage a heterogeneous rules set, incl.

operator support (=<>)

Complexity Management

Configurator Context: Rules

Default Rule

Exclusion Rule

Availability Rule

Inclusion Rule

Calculation

Feature is Available

Feature is Default

Feature is Excluded

Feature is Included

Include Function to calculate feature



Managing variability on a Hand Drill Product Line

“Consumer”

12V NiCd

Right rotation only

No torque control

Speed On/Off

Standard Chuck

“Semi-Professional”

12V NiMh

Left – Right rotation

Torque control

Speed On/Off

Standard Chuck

“Professional”

18V NiMh

Left – Right rotation

Torque control

Speed Electronic

Professional Chuck



Product Configurator - Core CapabilitiesVariability shared across multiple content domains

Has Variant Configuration Contextallocationsorganize

Dictionary

Company

“vehicles”

Architecture

Small Cars

Configurator

Context

Passenger CarsProduct Line

Vehicle X

E

Model

LX

E

Rules / Constaints

‘3.0L V6’ only in

Region “US”

E

SummaryAll 4 cyl. engines

Package

Winter Pack

E

Feature Family

Engine

Feature Family

Region

E

Feature

1.8L 4 cyl

Feature

EU

Feature

US

E

Feature

3.0L V6

E

E

E

150% eBOM

150% CAD structure

Variant Condition

Variable Product

Requirements

Variable Product

BOM

Variable Product

CAD

Item

Part

V

V

V

V

SVR(saved) Variant

Rule

Variable Product

Mfg Process

Process

V

V



Embed or link demo movie

Set to play full screen

Teamcenter RAC (My Teamcenter & Structure Manager)



Embed or link demo movie

Set to play full screen

Teamcenter RAC (Structure Manager)




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Variant Matrix

Rulestream


What’s new ….

Roadmap

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Saved Variant Rule → Variant Criteria

Enable historical tracking of saved configurations and order

details (11.6)

Tracking “Models/Variants”

Manage Configurations for tracking Models

Effect in/out a configuration on a certain date

Manage tracking model status

Key Features * Support for revision control

Differentiate between user/system selections.

Persist what rule date was used

Persist what effectivity date was applied

Persist what Revision / Status was used

* Enhancements beyond current Saved Variant Rule

Extend to capture content criteria

Content applications will get extended to consume

Variant Criteria alternative to Saved Variant Rule

Select Variant criteria for content selection

Order Management/Solution Variant

Capture Variant Criteria of an Order

Coordinate changes to variant criteria with ERP

Generate Solution Variant for a given variant criteria

Compare criteria and impact to Solution Variant

Variant

Criteria



Variant Criteria (TC 11.6)

“lifecycle” your

Saved

Configurations



Positional Variability ( TC 11.6, NX12)

configure specific positions of parts in a product assembly

Ability to modify geometric position of designs in a design assembly

Before: every possible position requires

separate BOM line occurence

Now: Dynamic Variable Positioning

NX Expression based

Positional Variability Use case requires:

- Calculation

- Positioning

- Solution Variant (to save result)



ERP / Order Management Integration Options

Create “Solution Variants” for Product and Assemblies in Teamcenter

and these pre-defined send 100% results to ERP

Integrate Teamcenter in your Order Management Process and send

100% results to ERP for every Orders

Synchronize your Configuration knowledge to downstream Configurator

in ERP



Persist Assembly for Order or Saved Configuration

Solution Variant (Variant Item Replacement)

create, manage and update persistent Item and structure for

a defined set of variants

• Persist Configured Variant for an Order

• Manage and Reuse solution variants

• Create multiple level solution variant structure,

with minimal user interaction

• Validate and synchronize managed and reuse

solution variants

• Update Solution variant or associated criteria



Use Case

Subset

Criteria

F3=zcreate asign

Property

mapping

Variant Criteria

applycreate

F1=x

F2=y

F3=z

asign

Reuse

Create / Update SV

Create / Update SV New ID (Solution

Variant)

Feature Selections +

Rev Rule / Eff

Already

Invariant Assy

New ID (SV) + Exp

Feature Selections

+ Rev Rule / Eff

Solution Variant

(persistent variant with own structure)

VV

V

V

V

Configurable Source

(150% Variable Content)

Configurator

Context (Subset)

F3=z

Configurator

Context

F1, F2, F3

(Managed)

(Reuse)

Configured Source (100% Variant Configuration)

(Feature selections applied to variable source to

configure)

ApplyV

V

V

V

V

A

update

Search

Existing

Variant



Solution Variant

Product Demo

Create Solution

Variant – multi level

BOM Analyst /

Order Engineer

Update Solution

Variants

Configurator Owner

Product Availability: TC 11.6 - Nov. 2018

Setup Configurator

for Solution Variant

Configurator Owner



Integration Options






in ERP



Teamcenter Config. Work with ERP

(mBOM in TC)

M-Bom (150%)E-Bom (150%) BOP (150%)

Team

center

apply/solve

ERPProduct Order

O-Bom (100%) BOP (100%)

OOTB OOTB

Product Order

Low complex interface

share

only 100% information

Config.Context

Feature

share

solve

apply

send



Integration Options






in ERP



Teamcenter Config. Work with ERP (mBOM in ERP)

M-Bom (150%)

E-Bom (150%)

BOP (150%)

O-Bom (100%) BOP (100%)

apply/solve

Team

center

ERP

Product OrderE-Bom (150%)

ERP

Config.Profile

Charact.

!!!OOTB

Config.Context

FeatureHigh complex interface

share

complex Rule

construct

eBOM-mBOM Alignment

will lose possibility to

Visualize feed

digital production




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Variant Matrix

Rulestream


What’s new ….

Roadmap

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Full Screen Configurator in Active Workspace

➢ Use full screen Configurator for high visual experience:

• Thumbnails, images for features

• Flexible use of tabs, groups sections

• Summary

• Flexible settings

• Rich user feedback

➢ Follow Role based approach:

➢ Engineering (embed in RAC and CAD)

➢ Sales (intuitive)

➢ Order Management (integrated)

➢ Active Workspace 4.2 … keep track


2018-10-29Page 41 Siemens PLM Software

Product In Product

Product In Product - Modularity

▪ Define a reusable module boundary where

each module’s variability is fully

encapsulated/self contained.

▪ Allow module to be used within the same

product or different product.

▪ Provide suggestions to user for the potential

solutions



Order Management▪ Provide Order object data model that

customers can build upon

▪ Foundation for interactive and batch-

solve

▪ Supports stand-alone (orders

originating in Teamcenter) or via

integration to ERP or other

sales/order entry system where

orders originate

Order Management with Product Configurator 2019 (12.x)

Customer Order Line

Item(s)

Order Specification

(optional)

Line Item Specification

(optional)

Line Item

Delivery Package

Customer Order

Configuration Criteria

(optional)

Solution Variant (Item)



• Sales features

• Configured Sales

BOM

• 3D visualization,

drawings, etc.

Supporting the IT Variant Landscape

PLM – CPQ – E-Commerce - ERP

Teamcenter

Product Development

BOM

150% EBOM / MBOM

100% OBOM

Product Content

Configurator

Features, Rules,

Product Lines

E-Commerce / CPQ

Customer-facing Guided

Configuration

Quotations

Geometry / Visualization of

Configured Product

Teamcenter

Sales Support

Snapshot of

configurator features

and rules

BOM, technical data

(3D, drawings, etc.)

Multi-site TC Instance

with only sales rel. data

ERP

Customer Master Data Pricing / Costs

Logistical Data Orders

Pricing Information, Customer data,

Lead times

• Selected products

• Selected optionsFull Teamcenter production site

Order information

Order headerOrder BOM

and/or MBOM

100% OBOM

Supplier Data



• Sales features

Supporting the IT Variant Landscape (TC 12.2+)

Microservice – self contained deployed Product Knowledge

Teamcenter

Product Development

BOM

150% EBOM / MBOM

100% OBOM

Product Content

Configurator

Features, Rules,

Product Lines

E-Commerce / CPQ

Customer-facing Guided

Configuration

Quotations

Configurator

Microservice

Snapshot of

configurator features

and rules

ERP

Customer Master Data Pricing / Costs

Logistical Data Orders

Pricing Information, Customer data,

Lead times

• Selected products

• Selected optionsFull Teamcenter production site

Order information

Order headerOrder BOM

and/or MBOM

100% OBOM

Supplier Data

CRS



Configuration of Remote Data

Configuration of Remote Data

▪ Enable remote systems to leverage AW

(or another thin client) to:

▪ View variability from Configurator

▪ Configure content

▪ Author Variant Conditions on content

▪ Eliminate need to persist features and

variant conditions in remote system

→ Example shows scenario with Mentor as

a consuming application for Configuration

based on Teamcenter



Mentor Capital

Common Knowledge Base drives Electrical / Electronic Assets

Configure Mentor Assets from Configurator Knowledge Base • Common Configurator knowledge base

(features + contraints) drives configuration

of functional assets in Teamcenter and

Mentor

• Variability qualification is automatic as

additional levels of design fidelity are

authored

• Allowable configurations are analyzed for

cost, weight, and other parameters

• System calculates optimized number of

electrical wire harness configurations

needed to balance cost, reuse, and

giveaways



eCAD Integrated Cycle



BOM Driven Configuration and Overlay Analysis

BOM Content Qualification and Configuration• Valid Overlays only – configure based on

Selection

• Grid-based authoring of Variant Conditions

for BOM usages

• Validation of variant expressions

• Interactive feature selections and content

configuration

• Configure and visualize multiple overlayed

configurations

Product Line Engineering:

Configurator for Systems Configuration

and Wire Harness Optimization



Systems Engineering

Configure Active Safety System

Configure Systems Engineering Assets for Program• Grid-based authoring of Variant Conditions

for Systems Engineering Assets

• Qualify Core Engineering breakdown and

apply to Program configurations

• Apply configuration and view configuration

results in Tree, Table, or Architecture

diagramming views



• Single system for planning and execution connects product management decisions on feature offerings directly to the engineering process

• Consistent configuration management with effectivity for features, constraints, and content

• Single repository for all product variability data like features, rules,

externalized from structure

Why Teamcenter Product Configurator?

• Real-time 3D visuals available for any configuration - available to any user in the process

• Intuitive and simple UI for product and feature definition as well as table based rule authoring

• Variability backbone enables centrally managed Configurator knowledge base to be leveraged across the Teamcenter suite and for external apps

• Support for complete continuum of Configure to Order and Engineer to Order products



Your feedback is

important!

Comment on

Configurator Blog:

https://community.plm.automation.s

iemens.com/t5/Teamcenter-

Blog/Introducing-Teamcenter-

Product-Configurator-for-Variability

https://community.plm.automation.siemens.com/t5/Teamcenter-Blog/Introducing-Teamcenter-Product-Configurator-for-Variability



CPQ partnering

Add Your Screenshot to Layer Below Laptop Screen

Juergen BauerTeamcenter Product Management

Variability Management

[email protected]

Thank you.

2018 siemens plm connection americas welcome€¦ · persist assembly for order or saved...

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