teamcenter express: putting the puzzle together. teamcenter express implementation author: kevin...

Teamcenter Express:Putting the Puzzle Together

Teamcenter Express Implementation

Author: Kevin Baxter

Company: Solid Solutions, LLCEmail: [email protected]

Boise, ID

Phone: 208.869.4069

Wed. June 4, 2008; TcX Implementation; Kevin Baxter; Solid Solutions, LLC 3

Solid Solutions, LLC

Established in 2000Office Location: Boise, IdahoLines of Business:

• 1) Software Implementations Group• Solid Edge Data Cleanup• Solid Edge Data Migration• Teamcenter Express Implementation• Insight

• 2) Consulting & Contract Design Group• Mechanical Engineering, Modeling, Detailing, FEA• Training, Support, System Integration • Custom Application Development with Partners

Wed. June 4, 2008; TcX Implementation; Kevin Baxter; Solid Solutions, LLC

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Teamcenter Express Advantages

Very Configurable (Be Careful to not Overdo)

Individual File Release Control Engineering/Manufacturing Data Repository

(all design data / spec’s) Expandable / Upgradable Precise Permission Control for Data Access Multi-Site / Multi-CAD compatible Shop Floor Support

Friday, April 27, 2007; TcX Implementation; Kevin Baxter; Solid Solutions, LLC 5

Decisions for TcX

Network File Management out of Control Better File Control (release / engineering process)

Automated WorkflowsImproved Permission Control / File AccessExpanding data creationMulti-CAD supportExpandable to Manufacturing Support


Successful TcX Implementation

Management & User Buy In Define Scope (Stick to it) Data Clean-up / Organization, before migration Server Set-ups

Item Types, Attribute Mapping Access Control

Client Set-ups Testing / Training Understand Limitations

Implementation Methodology

Wed. June 4, 2008; TcX Implementation; Kevin Baxter; Solid Solutions, LLC

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Requirement Analysis

As - Is

Gap Analysis

To - Be

Definition Phase

Scope

Search Attributes

File Naming Conventions

Configuration Phase

Server Configuration

Client Configuration

Network Configuration

PDMConfiguration

Document

Testing & Training Phase

Testing

User Training

Hand Holding

Maintenance Phase

Database Tuning

Performance Tuning

Support

Go Live

Access & Permissions

Data Migration


Define Scope of Implementation

Evaluate existing data condition Standard Parts library usage? Implement Workflows / Notifications Data Import

What Comes First / How Long Will it Take? Is all data history required or only current revision?

Extend to other document types in office Release Process ECO Process View & Markup Process Server(s) (will there be Production, Training/Test)

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Server Configuration Options

Prod Db

Training Db

Prod Db

Training Db

Prod Db

Training Db

Common

Tcfs Service

FMS Service

ETS Service

Independent

Tcfs Services

FMS Services

ETS Services

Single TEM Install Dual TEM Install Independent Servers

Independent

Tcfs Services

FMS Services

ETS Services


TcX Item Master Form Rendering


TcX Item Revision Master Form Rendering


TcX Examples, User Property Names


TcX Form Definition

Search for this on the GTAC website. Explains process to define XML form rendering definition.

Must be done before importing data. Each “Item” (Master & Revision Master) must

have unique definition.


TcX Examples,


TcX Examples, Released Files


TcX Search Modification


TcX Document Distribution Query


TcX Document Distribution Report


Data Clean-Up

Renaming files (see SEEC doc’s, Bad Char’s, Length)

Avoid Data Duplication, Only single copy of SE files (123.ASM, 123.PSM, 123.PAR Not Allowed)

Fix All Broken Links Illegal Characters File Naming Conventions for Future Folder structure goes away Open & Save in Latest Version Attribute Adjustments Non SE Data Management


Requirements, Set-up / Implementation

Teamcenter Express Implementation Guide http://support.ugs.com/docs/tc_exp/30/TcXGettingStarted.pdf http://support.ugs.com/docs/tc_exp/30/TcXInstallationGuide.pdf http://support.ugs.com/docs/tc_exp/30/TcXReleaseBulletin.pdf

SEEC Implementation Guide http://support.ugs.com/docs/se/seec_Best_Practices.pdf

Teamcenter Data Cleanup http://download.ugs.com/solid_edge/Teamcenter_Data_Prep_Utilities/ver20/

Solid_Edge_Data_Prep_And_Import_Utilities_V2.0.0.7_ForV20._msi

Other Integrations Applications CD/DVD:


Solid Edge Otptions-XML Setup

Must be set to yes for user to update their settings.


Permissions

Identify TcX Users/Groups/Roles Add Required Groups and Roles Set Required Permissions


Understanding Limitations

Some limitations exist. Knowlegde of thesewill minimize complications later.

Links to other files can present challenges. (Setup company best practices) XpressRoute piping links and how to revise. Assembly links to other parts (Cutouts, Ref’s, Etc.) FOP’s FOA’s Interpart Copy Parts Library


Client Components

Disable Antivirus on SE file types and others as needed. PAR, PSM, ASM, CFG, PWD, PCF, IXF, QAF, JT

Setup Teamcenter Express Client Set SE XML file with options and update SEEC Client

Latest Service Pack for Version Used Set Users Cache Location

Other CAD Managers


Challenges in TcX Implementation

Resistance to change Legacy data migration Collaboration over limited bandwidth Meeting Users / Department specific needs


Requirements, IT Administrator

Ensure that you understand thoroughly: Daily work flow in TcX Release Process Backup & Restore Procedures Adding and Removing Users Granting Revoking Rights & Privileges to Users File / Database Maintenance

These tasks are critical to a successful implementation.


End User Efficiency Requirements

TcX Client Familiararity Forms with Required Attributes Templates for new documents Common Parts Library Continual Education on New Features and

Company Standards


Maintenance / Disaster Recovery Plan

Backup database regularly Use the built in backup inside SQL or third party (AvePoint)

• Enterprise Manager DB, SE DB, WSS DB & Master DB

Back up these to another location

Use backup utility to backup entire Db. Truncate log files or verify this is happening often. Monitor “Log File” drive on a regular basis.

If it’s getting large, investigate reason

Have a plan for the failure of the backup plan


Documentation References

Teamcenter Engereering Utilities Reference, Doc. # ENG00016 http://support.ugs.com/docs/tc_eng/2005sr1/UtilitiesReference.pdf

• ps_upload; release_man; import_file; install (options); backup_xmlinfo; purge_invalid_subscriptions; schema browser; collect_garbage; dataset_cleanup; datasettype_cleanup; purge_volumes

teamcenter express: putting the puzzle together. teamcenter express implementation author: kevin...

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