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

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Page 1: Integrating Autodesk Vault to PLM – Rodney Coffey, Razorleaf & Scott Stortz, Synergis

Integrating Autodesk Vault

to Fusion Lifecycle

Rodney Coffey – Razorleaf Corporation

Page 2: Integrating Autodesk Vault to PLM – Rodney Coffey, Razorleaf & Scott Stortz, Synergis

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

Page 3: Integrating Autodesk Vault to PLM – Rodney Coffey, Razorleaf & Scott Stortz, Synergis

• 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

Page 4: Integrating Autodesk Vault to PLM – Rodney Coffey, Razorleaf & Scott Stortz, Synergis

Demo

Fusion LC&

Vault Use Cases

Key Components

of Integration

Business Process

Integration

PDM

vs

PLM

Session Agenda

Page 5: Integrating Autodesk Vault to PLM – Rodney Coffey, Razorleaf & Scott Stortz, Synergis

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

Page 6: Integrating Autodesk Vault to PLM – Rodney Coffey, Razorleaf & Scott Stortz, Synergis

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

Page 7: Integrating Autodesk Vault to PLM – Rodney Coffey, Razorleaf & Scott Stortz, Synergis

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

Page 8: Integrating Autodesk Vault to PLM – Rodney Coffey, Razorleaf & Scott Stortz, Synergis

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

Page 9: Integrating Autodesk Vault to PLM – Rodney Coffey, Razorleaf & Scott Stortz, Synergis

Demo

Fusion LC&

Vault Use Cases

Key Components

of Integration

Business Process

Integration

PDM

vs

PLM

Session Agenda

Page 10: Integrating Autodesk Vault to PLM – Rodney Coffey, Razorleaf & Scott Stortz, Synergis

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 Razorleaf’s 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

Page 11: Integrating Autodesk Vault to PLM – Rodney Coffey, Razorleaf & Scott Stortz, Synergis

End Points (not to be confused with Endpoints)

• Systems to be integrated

• Autodesk Fusion Lifecycle

• Autodesk Vault

Defining an Integration

BPCS

Page 12: Integrating Autodesk Vault to PLM – Rodney Coffey, Razorleaf & Scott Stortz, Synergis

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

Page 13: Integrating Autodesk Vault to PLM – Rodney Coffey, Razorleaf & Scott Stortz, Synergis

Demo

Fusion LC&

Vault Use Cases

Key Components

of Integration

Business Process

Integration

PDM

vs

PLM

Session Agenda

Page 14: Integrating Autodesk Vault to PLM – Rodney Coffey, Razorleaf & Scott Stortz, Synergis

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?

Page 15: Integrating Autodesk Vault to PLM – Rodney Coffey, Razorleaf & Scott Stortz, Synergis

Jitterbit is a middleware that integrates data endpoints

• Wizard-Based; “No-Coding” approach

• Cloud or On-Premise solutions

• Client Designer

Jitterbit Introduction

Page 16: Integrating Autodesk Vault to PLM – Rodney Coffey, Razorleaf & Scott Stortz, Synergis

Jitterbit allow us to move and map data with ease

• Operations

• Transformations

• Scripts

• Connectors

• JDBC / ODBC

Jitterbit Introduction

Page 17: Integrating Autodesk Vault to PLM – Rodney Coffey, Razorleaf & Scott Stortz, Synergis

Demo

Fusion LC&

Vault Use Cases

Key Components

of Integration

Business Process

Integration

PDM

vs

PLM

Session Agenda

Page 18: Integrating Autodesk Vault to PLM – Rodney Coffey, Razorleaf & Scott Stortz, Synergis

Project Management

Fusion Lifecycle to Vault Use Cases

Page 19: Integrating Autodesk Vault to PLM – Rodney Coffey, Razorleaf & Scott Stortz, Synergis

Integration Demo

Lets see the integration Action!

Page 20: Integrating Autodesk Vault to PLM – Rodney Coffey, Razorleaf & Scott Stortz, Synergis

Items & BOMs (File Creation)

Fusion Lifecycle to Vault Use Cases

Page 21: Integrating Autodesk Vault to PLM – Rodney Coffey, Razorleaf & Scott Stortz, Synergis

Integration Demo

Lets see the integration Action!

Page 22: Integrating Autodesk Vault to PLM – Rodney Coffey, Razorleaf & Scott Stortz, Synergis

File Transfer / File Access

Fusion Lifecycle to Vault Use Cases

Page 23: Integrating Autodesk Vault to PLM – Rodney Coffey, Razorleaf & Scott Stortz, Synergis

Integration Demo

Lets see the integration Action!

Page 24: Integrating Autodesk Vault to PLM – Rodney Coffey, Razorleaf & Scott Stortz, Synergis

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

Page 25: Integrating Autodesk Vault to PLM – Rodney Coffey, Razorleaf & Scott Stortz, Synergis

• 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!

Page 26: Integrating Autodesk Vault to PLM – Rodney Coffey, Razorleaf & Scott Stortz, Synergis

Any Questions?

Questions

Page 27: Integrating Autodesk Vault to PLM – Rodney Coffey, Razorleaf & Scott Stortz, Synergis

Contact Information

Feel free to follow up:

Rodney Coffey Manager - PLM

Email: [email protected]

Office: 330.676.0022 x7124

Cell: 937.241.9177