jason westman mwdug september 5 th, 2003 configurable engineering applications and migration
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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?