integrating autodesk vault to plm – rodney coffey, razorleaf & scott stortz, synergis

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  • Integrating Autodesk Vault

    to Fusion Lifecycle

    Rodney Coffey Razorleaf Corporation

  • Your Session Leader

    Rodney Coffey

    Manager PLM, Razorleaf Corporation

    10+ Supporting the Autodesk Manufacturing Channel

    Extensive Experience with Autodesk PLM 360 Services including Enterprise

    Implementation & Integration

    His team has been partnered with Autodesk Consulting and Partners alike to

    provide customers with PLM and Integration services since 2011

  • Discover the different use cases for integrating Autodesk Vault with

    Autodesk Fusion Lifecycle

    Learn more about the Jitterbit product and how it enables

    integration between different business systems

    See examples of the Autodesk Fusion Lifecycle to Autodesk Vault

    integration

    Class Summary

  • Demo

    Fusion LC&

    Vault Use Cases

    Key Components

    of Integration

    Business Process

    Integration

    PDM

    vs

    PLM

    Session Agenda

  • PLM

    Product Lifecycle Management

    is the process of managing the entire lifecycle of

    a product from inception, through engineering

    design and manufacture, to service and disposal

    of manufactured products.

    PDM

    Product Data Management

    is the use of software or other tools to track and

    control data related to a particular product.

    PLM vs PDM

  • Vault (PDM)

    Manages the files and file data that make up you design

    Allows collaboration within your design / engineering teams

    Shares read only views of the data (web client) to the rest of the

    organization

    Gives designers purpose built tools for data manipulation and design

    Allows secure storage on premise behind the firewall

    PLM vs PDM

    Engineering / Design

  • Fusion Lifecycle (PLM)

    Manages all the product data from many different area in your organization

    Manages the workflows, and process of completing the product development

    processes

    Allows users from many parts of the organization to view important metrics

    and data to keep development on time and efficient

    Allows cloud access to important product data from any mobile device

    PLM vs PDM

    Product Management

    Quality

    Management

    Maintenance

    & Service

    Customers

    Supplier

    Management

  • While we have talked about the things these products are purpose built

    and great for Fusion Lifecycle & Vault share some capabilities

    Document Management

    Change Orders

    Items & BOMs (Items Master)

    PLM vs PDM

  • Demo

    Fusion LC&

    Vault Use Cases

    Key Components

    of Integration

    Business Process

    Integration

    PDM

    vs

    PLM

    Session Agenda

  • What is Business Process Integration

    Web ERP

    CRM

    MRP

    PLM

    PDM

    Integration

    Services

    Cloud Services

    Web Sites

    Customers

    Suppliers

    End-to-End business process workflows Move data and files to where they are needed, when they are needed On-premise, cloud and hybrid cloud product offerings Process planning, software, integration and support services bundled as part of a

    complete solution Multi-vendor solutions allow customers to leverage their investment in the systems that

    best match their requirements without forcing them into a single vendor or single system solution

    Razorleaf is vendor-neutral with the technical capability to connect almost any system to another

    Utilize on-line PLM, project management and other engineering services Share data with remote sites and manufacturers as part of your PDM/PLM workflows Publish to your web site for public, customer or vendor file and data access Connect to hosted services like Salesforce.com, Dynamics, and other third party sites Standard, well-established internet security methods are much more secure than email

    and other sharing methods

    Leverages Out-of-the-box endpoints, Razorleaf web service products and/or custom interfaces

    Flexible rules processing architecture with rules implementation and job management through Jitterbit services or Razorleafs Integration Framework

    Share either native files, PDF renditions or both along with related meta data like custom properties, BOMs and other product data

    Razorleaf Cloud Services

    Razorleaf Integration Services

    Features

    Allow each tool to serve its purpose built need, while working together with other systems

  • End Points (not to be confused with Endpoints)

    Systems to be integrated

    Autodesk Fusion Lifecycle

    Autodesk Vault

    Defining an Integration

    BPCS

  • Use Cases

    Purpose of the Integration or the Data to be passed from systems

    Defining an Integration

    PLM

    Project Management

    Change Management

    CRM

    Customers

    Contacts

    Vendors

    ERP

    Items & BOMs

    Suppliers

    Other

    File Transfer / Access

    Migration

    Data Warehousing

    Reporting

  • Demo

    Fusion LC&

    Vault Use Cases

    Key Components

    of Integration

    Business Process

    Integration

    PDM

    vs

    PLM

    Session Agenda

  • Every integrations architecture can be different, for Fusion LC to Vault

    Autodesk Vault Job Processor

    Jitterbit

    Razorleaf Clover

    Knowledge of the following

    Autodesk Vault Web Services

    Autodesk Fusion Lifecycle

    SQL, PostGres

    What do I need to Integrate?

  • Jitterbit is a middleware that integrates data endpoints

    Wizard-Based; No-Coding approach

    Cloud or On-Premise solutions

    Client Designer

    Jitterbit Introduction

  • Jitterbit allow us to move and map data with ease

    Operations

    Transformations

    Scripts

    Connectors

    JDBC / ODBC

    Jitterbit Introduction

  • Demo

    Fusion LC&

    Vault Use Cases

    Key Components

    of Integration

    Business Process

    Integration

    PDM

    vs

    PLM

    Session Agenda

  • Project Management

    Fusion Lifecycle to Vault Use Cases

  • Integration Demo

    Lets see the integration Action!

    file:///D:/OneDrive for Business/OneDrive - Razorleaf Corporation/Synergis University/Integrating Autodesk Vault to Fusion Lifecycle/VaultIntegrationDemo_UC_Projects/VaultIntegrationDemo_UC_Projects.mp4

  • Items & BOMs (File Creation)

    Fusion Lifecycle to Vault Use Cases

  • Integration Demo

    Lets see the integration Action!

    file:///D:/OneDrive for Business/OneDrive - Razorleaf Corporation/Synergis University/Integrating Autodesk Vault to Fusion Lifecycle/VaultIntegrationDemo_UC_IB_Files/VaultIntegrationDemo_UC_IB_Files.mp4

  • File Transfer / File Access

    Fusion Lifecycle to Vault Use Cases

  • Integration Demo

    Lets see the integration Action!

    file:///D:/OneDrive for Business/OneDrive - Razorleaf Corporation/Synergis University/Integrating Autodesk Vault to Fusion Lifecycle/VaultIntegrationDemo_UC_File_WC/VaultIntegrationDemo_UC_File_WC/VaultIntegrationDemo_UC_File_WC.mp4

  • Other

    Vault Files to Fusion Lifecycle Items & BOMs

    Vault Item Master to Fusion Lifecycle Items & BOMs

    Data Migration

    BI & Data Ware Housing

    Custom Job Processor (PDF, STP, etc.)

    Fusion Lifecycle to Vault Use Cases

  • What are three things you can do with Vault

    Integration?

    Why

    What are three of the common business apps

    that part of or connected to NPI?

    Gift Cards!

  • Any Questions?

    Questions

  • Contact Information

    Feel free to follow up:

    Rodney Coffey Manager - PLM

    Email: rodney.coffey@razorleaf.com

    Office: 330.676.0022 x7124

    Cell: 937.241.9177

    mailto:rodney.coffey@razorleaf.com