new engineering client for agile plm
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Oracle Agile PLM MCAD Connectors Release 3.0 New Features Overview
June 2010
Copyright © 2010, Oracle and/or its affiliates. All rights reserved. Oracle Proprietary and Confidential.2
Agenda
• Release Themes• New and Changed Features• Additional Resources
Copyright © 2010, Oracle and/or its affiliates. All rights reserved. Oracle Proprietary and Confidential.3
Release Themes
• Fully Web Based• Use Agile web client for all PLM activities like search & browse• All CAD dialogs are browser-based, no thick client
• Improved User Functionality• Improved ease of use through streamlined use cases• Strong emphasis on CAD advanced use cases
• Significantly Increased Performance• Fully based on new Agile 9.3 web services• File and database operations modularized for best performance
PLM Design data is fully upward compatible from MCAD 2.5.x connectors
Copyright © 2010, Oracle and/or its affiliates. All rights reserved. Oracle Proprietary and Confidential.4
New and Changed Features
• Web-based User Interface• Streamlined PLM Processes• Multiple Workspaces• Advanced CAD Feature Support
Copyright © 2010, Oracle and/or its affiliates. All rights reserved. Oracle Proprietary and Confidential.5
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Web-based User Interface
Copyright © 2010, Oracle and/or its affiliates. All rights reserved. Oracle Proprietary and Confidential.
Previous EC Client Framework
Agile PLM
Server
Web ClientPLM OperationsEC Thick Client
CAD and some PLMOperations
CAD SystemAuthoring
CAD Connector
SDK
• Thick EC Client for all CAD operations
• EC Client also required for some PLM operations, like searching for a design to load to CAD
• Since the EC Client provides only a subset of client features, the web client is also required for some operations (viewing redlined BOM, thumbnails, etc.)
Client
Server
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Copyright © 2010, Oracle and/or its affiliates. All rights reserved. Oracle Proprietary and Confidential.
CAD SystemAuthoring
New Web-based Framework
EC Web DialogsCAD-specificOperations
• Fully web based, no thick client
• No duplication of client functionality
• Single login between web client and EC dialogs
Web ServicesClient
Server
Agile PLM
Server
CAD Connector
Web ClientPLM Operations
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Web Dialogs Example – “Save”
List ViewList View
Tree ViewTree View
• The Agile “Save” function brings up the web dialog
• CAD model displayed in List and Tree views
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Copyright © 2010, Oracle and/or its affiliates. All rights reserved. Oracle Proprietary and Confidential.
Web Dialogs Example – “Save”
List ViewList View
Tree ViewTree View
SidebarSidebar
• The left Sidebar is opened for additional functionality for Design and Item details, Workspaces, and Preferences
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Copyright © 2010, Oracle and/or its affiliates. All rights reserved. Oracle Proprietary and Confidential.
List View and Tree View• The List and Tree views work together, providing much
better navigation and search capability
Tree View• Zoom, Pan, Fit
• Color-coded by status
• Fit to selected object in list (locate object in tree)
• Print tree
List View• Sort by any column
• Search on data in any column
• Select displayed columns
• Select pre-defined views
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Copyright © 2010, Oracle and/or its affiliates. All rights reserved. Oracle Proprietary and Confidential.
Other Tree View Features
• Tree-based context menu functions
• Both down and up the tree
• Functions include• Set save mode
• Set / cancel check out
• Save As
• Create Parts
• Assign Change
Select here
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Copyright © 2010, Oracle and/or its affiliates. All rights reserved. Oracle Proprietary and Confidential.
Other List View Features
Standard View SelectorStandard View Selector
Column Display SelectorColumn Display Selector
Search on any column Search on any column
• Base View – standard view
• Item Assignments – shows Parts assigned to Designs
• Reference Details – shows family table and external ref info
• Workspace Details – shows local filename and status
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Copyright © 2010, Oracle and/or its affiliates. All rights reserved. Oracle Proprietary and Confidential.
Using the Agile Web Client• All PLM search and browse activity is done in the standard Agile web client
• Load is initiated from the Agile web client using Load to CAD
• This sends the selected Design to the Load Preview dialog, and from there to CAD
Load to CAD
Load to CAD is available from:
• Search results (Designs)
• Design objects
• Item Attachments tabs (attached Designs)
Web ClientWeb Client
Web Dialog – Load PreviewWeb Dialog – Load Preview
CADCAD
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Streamlined PLM Processes
Copyright © 2010, Oracle and/or its affiliates. All rights reserved. Oracle Proprietary and Confidential.
Existing EC Client Process
CAD Workstation Agile
CAD System
Working Directory
FILE
DESIGN
PART
EC Client
CAD Design Structure
Save
AutoVue for Agile
Part BOM
CreateItem/BOM
Two-Step Process
1. Save Designs using “Save” command
2. Publish BOMs using “Create Item/BOM” command
• Time consuming, since the user must enter two separate dialogs to perform the two functions
• Confusing for inexperienced users
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Copyright © 2010, Oracle and/or its affiliates. All rights reserved. Oracle Proprietary and Confidential.
New Streamlined Process
CAD Workstation Agile
CAD System
FILE
DESIGN
PART
Workspaces
EC Web Dialog
CAD Design Structure
Save
and Publish BOM
AutoVue for Agile
Part BOM
ONE-Step Process
• “Save” command saves Designs and creates or updates associated Parts and BOMs as appropriate
• Configurable preference settings to control publishing behavior
• Much simpler to use
WorkspacesWorkspaces
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Copyright © 2010, Oracle and/or its affiliates. All rights reserved. Oracle Proprietary and Confidential.
Process Option Preferences
• The Preferences form contains important Process Option settings
• The administrator can “lock” any setting to control specific site processes
Example of a locked settingExample of a locked setting
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Important Design-Part Process Options
• Three main settings control the behavior of Design and associated Parts
Part Assignment – Controls if parts can be created by the user, or just used if they exist already
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Copyright © 2010, Oracle and/or its affiliates. All rights reserved. Oracle Proprietary and Confidential.
Important Design-Part Process Options
• Three main settings control the behavior of Design and associated Parts
Save As – If creating Parts is allowed, will they be automatically created at the same time as Designs.
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Copyright © 2010, Oracle and/or its affiliates. All rights reserved. Oracle Proprietary and Confidential.
Important Design-Part Process Options
• Three main settings control the behavior of Design and associated Parts
Publish to Item – Controls what actions take place during publishing – BOM update, attachment of Designs to Parts, or both
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Combined Design-Part Creation
“Create New Part” mode“Create New Part” mode “Use Existing Part” mode “Use Existing Part” mode
• Depending the process options that are enabled, the user will have different options for creating Designs and associated Parts
• The Part autonumber is used for the new Part object and also drives the Design numbering
• The filename can be optionally renamed as well
• Search for existing Parts can be performed right from the Number and Description fields
• The existing Part number can be used to drive the Design number and filename
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Multiple Numbering Options
Design Number
Filename
Design Autonumber + Extension
Part Number + Extension
CAD Property + Extension
Special Drawing Logic
(use 3D Model Number)
Special Design-only Logic
(always use Design number)
File
Don’t Rename file
Rename file
Part Number
Part Autonumber
CAD Property
Use Existing Part
• These tables describe the options available for numbering Designs and Parts, and naming Files, when using the MCAD connectors
• New built-in logic for certain filetypes simplifies the numbering process:• CAD drawings are named equal to their child 3D model, with the appropriate
CAD drawing extension (e.g. P12345.DRW for P12345.PRT)
• Special “Design-only” logic for skeleton files, manufacturing files, etc.
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Item Assignments View
• The “Item Assignments” view shows all important attributes related to the assigned Parts – similar to the former “Create Item/BOM” dialog
• This view can be used to assign and view the Change object information
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Item Assignments View
• The “Item Assignments” view shows all important attributes related to the assigned Parts – similar to the former “Create Item/BOM” dialog
• This view can be used to assign and view the Change object information
Can select from multiple pending changes for publishing
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Combined Design-Part Change Process• Since Design objects cannot be directly on a Change object, they get approved
through their associated Part’s change process
• The Design’s “Revision” attribute is set to correspond to its associated Part’s Revision code, plus an incremental minor revision
• Supplementing the MCAD Connector, this process relies on the Design Update script PX to trigger attribute updates upon workflow status changes
• This script is available as a Sample, see Additional Resources for details
Set by MCAD Connector upon Save
Set by Design Update script upon Release
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Multiple Workspaces
Copyright © 2010, Oracle and/or its affiliates. All rights reserved. Oracle Proprietary and Confidential.
Using Workspaces
• Workspaces are the local file locations used by the MCAD connectors
• Initially the user will have one workspace called “Default”
• Users may create as many workspaces as needed
• The active workspace can be set prior to operations like “Load” and “Save As”, to control where files go
• CAD files with the same name may exist independently in different workspaces, even at different PLM version levels
• Workspaces are the local file locations used by the MCAD connectors
• Initially the user will have one workspace called “Default”
• Users may create as many workspaces as needed
• The active workspace can be set prior to operations like “Load” and “Save As”, to control where files go
• CAD files with the same name may exist independently in different workspaces, even at different PLM version levels
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Copyright © 2010, Oracle and/or its affiliates. All rights reserved. Oracle Proprietary and Confidential.
Controlling Workspaces
• A context menu allows you to create, delete, and activate workspaces
• Workspaces can be nested to multiple levels
• The file status for active commands (such as the Load shown here) is automatically updated to reflect the state of the active workspace
• A context menu allows you to create, delete, and activate workspaces
• Workspaces can be nested to multiple levels
• The file status for active commands (such as the Load shown here) is automatically updated to reflect the state of the active workspace
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Workspace Manager Window
• The Workspace Manager command brings up this Windows-style file browser
• Shows combined local and PLM status
• Performs status checks and PLM actions
• The Workspace Manager command brings up this Windows-style file browser
• Shows combined local and PLM status
• Performs status checks and PLM actions
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Copyright © 2010, Oracle and/or its affiliates. All rights reserved. Oracle Proprietary and Confidential.
Archiving Workspaces
• The “Zip and Upload Workspace” command will zip up all files in the workspace, and store this zip file in PLM.
• The zip file is saved into a Design object, and the Design is put into the user’s Bookmarks for reference
• The “Zip and Upload Workspace” command will zip up all files in the workspace, and store this zip file in PLM.
• The zip file is saved into a Design object, and the Design is put into the user’s Bookmarks for reference
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Advanced CAD Feature Support
Copyright © 2010, Oracle and/or its affiliates. All rights reserved. Oracle Proprietary and Confidential.
Pro/E External References
• This release supports a full range of Pro/E External References including:
• Copy Geometry
• Publish Geometry
• Merge / Inheritance
• Shrinkwrap
Reference Details View displays the reference information
Stored in PLM using the Relationships tab to keep distinct from regular CAD structure
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Loading External References
• In the Load Preview dialog, a checkbox allows the user to select whether or not External Reference files should be loaded
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Pro/E Interchange Assemblies
• For working with Interchange Assemblies, additional relations for components of interchange ASM's can be created during the "Save" process.
• The “Load” command recognizes these relations and so the complete Pro/E context can be restored
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Pro/E Find Number Support
• Once Find Numbers are created for the BOM in PLM, they can be used to populate balloon callouts in Pro/E drawings
Find Numbers defined in PLM
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Additional Resources
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Additional Resources
• For the Design Update sample script PX• http://www.oracle.com/technology/sample_code/products/
agile/9.3/index.html
• For more information about Oracle Agile PLM• http://www.oracle.com/applications/agile/agile-product-lifecycle
-management.html
• For more information about Education• http://www.oracle.com/education/index.html
• For Agile PLM Product documentation• http://www.oracle.com/technology/documentation/agile.html
• For the Agile PLM Blog• http://blogs.oracle.com/plm
Copyright © 2010, Oracle and/or its affiliates. All rights reserved. Oracle Proprietary and Confidential.38
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