Jason Westman

MWDUG

September 5th, 2003

Configurable Engineering

Applications and Migration

Overview

Founded 1996, became one of DCTM’s largest SI’s

Fully Migrated to Software Applications Company

300+ Global 2000 Customers worldwide

40,000+ licenses in 47 Countries

Managing Engineering Content in the DCTM environment

ISO 9001 accreditation for software development

McLaren Customers

Design & Construction Oil & Gas

Chemicals

Pharmaceuticals Transport & Distribution

Utilities

McLaren Tools

CADLink

DocLoader

RenderCenter

VueServer

McLaren Enterprise Engineer Applications – family of configurable engineering content management applications powered by the Documentum platform

Drawing Manager

Concurrent Engineer

Tools and Applications

Solo

Business Action Manager

kConcurrent

kTransmit

Platform and Application

Oracle

Configurable Applications

Configurable Applications

Documentum

Deployment / Migration

Data Migration

Application Functionality Customized Configurable Applications

Overview

Design

Development

Implementation

Time

Application Customization

•Design prototyping and coding of key components •Development and coding of key components•Implementation of key components and integration with 3rd Party software

Time consuming iterationsRepeating the design and development of key components

End result is a static application

Application Deployment Methods

McLaren Apps (Desktop and Web)

Check out XML.Edit XML Studio.

Add XML tag.Specify properties.

Save and Check back in.Change available immediately (no

logout required).

Traditional – VB (Desktop)

Obtain VB source code.Open VBP.Edit GUI.Add code to populate list.Add validation rules.Save source code.Compile DLL.Create CAB file.Open DocApp inDeveloper Studio.Edit the component ACX and replace

CAB file.Check DocApp back in.Not available until next user login.

Overview

Design

Time•Key components pre-defined in templates Design prototyping via XML configuration file

•No Development of key components•Implementation started earlier with less risk of design iterations

Faster implementation with working system out-of-the-boxTemplate configurations easily changed to map to bus processes

Real-time prototyping to accelerate user acceptance

Application Configuration

Implementation

Traditional Configuration

Business Content and Documents

Static Business Rules & Java/HTML CodeState, Security, Role, external links etc.

Static Business Rules & VB CodeState, Security, Role,

external links etc.

StaticDialog Boxes

Static Pages

Back Office

Windows DesktopWeb

Users

Dynamic Client Presentation

Back Office

Users

StateConfigurable Business Rules

(XML)

Security User RoleExternal

Databases

Business Content and Documents

Dynamic Business Forms

()

For Desktop

For Web

Benefits of Configurable Applications

Fast route from innovation to user acceptance Shorter time from design through to development Shorter time to deploy to the business users Reduced development costs Future upgrade cost and duration are minimized Simple deployment and at a local level of control Leverage evolution of product lifecycle

McLaren Enterprise Engineer – High Level

Document & Drawing Management Engineering Document Lifecycles CAD Management Concurrent Engineering Regulatory Compliance Transmittals Reporting & Notifications Records Management Workflow and Task Management Viewing and Redlining Publishing & Plotting Bulk loading, exporting and archiving

McLaren Enterprise Engineer – Low Level

Reporting and Notification Dynamic Business Forms Dynamic Data Validation Dynamic Integration Services Complex Lifecycle Management Complex Number Management Complex File Management Flexible Document versioning Electronic Sign off Dynamic watermarking Automatic Audit Trail Generation Configurable search screens Database Table Maintenance Adhoc Workflow Definition

Synchronised Desktop and Web versions Multi-format rendition engine Multi-format thin client viewing Rules driven bulk loading Rule driven bulk exporting Offline access CAD Reference file management Complex relationship management

Configurable Applications - Example

Drawing Manager Seamless Linkage from Docbase to CAD applications Pre-Configured Lifecycles, Revision Numbering, State Management,

Electronic Signoff, Watermarking, and Reporting Title Block Synchronization Hybrid Drawing Management Dynamic Business Forms and Validation Integrated Thin-Client viewing and mark-ups for Web users Synchronized Webtop and Desktop clients Configurable Core Actions: New, Import, Copy, QuickFind, Properties Configurable Lifecycles, Numbering schema, Electronic Signatures Complex File Management

Overview Extended Dynamic Applications

Complex State Management Additional state functionality available for lifecycles. Group promotion of documents. Configurable Check In Options & Post Process on Check In. Independent lifecycle, controlled by user roles allowing state skips. Multiple lifecycles – project-based vs. plant

Complex File Management Automatic creation of appropriate folders when documents are created. Documents are linked to an appropriate folder depending on lifecycle state of

the document. Documents “move” between folders as documents lifecycle status changes. Folder names can be generated from document properties.

Overview Extended Dynamic Applications

Electronic Signature Electronic Signature can be set to prompt for Username, Password and

Reason. This can be easily configured for any state in the Lifecycle.

Report Generator Create formatted reports based on a DQL statement. Configurable using ‘XML’.

History History field will record Electronic Signature Username and Changed States. This can be easily configured for any state in the Lifecycle.

Overview Extended Dynamic Applications

Database Table Maintenance Interface to maintain data in registered tables without using a database

application. Control over permission to view and edit data.

Revision Numbering Allows document revision depending on what state in its Lifecycle.

Imprint Provides stamping to PDF renditions. Watermarking, Header and Footer using DCTM and Literal Attributes. Criteria based on Attribute value.

Questions?