teamcenter express: putting the puzzle together. teamcenter express implementation author: kevin...
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Teamcenter Express:Putting the Puzzle Together
Teamcenter Express Implementation
Author: Kevin Baxter
Company: Solid Solutions, LLCEmail: [email protected]
Boise, ID
Phone: 208.869.4069
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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
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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
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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
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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
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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
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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
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TcX Item Master Form Rendering
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TcX Item Revision Master Form Rendering
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TcX Item Revision Master Form Rendering
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TcX Examples, User Property Names
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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.
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TcX Examples,
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TcX Examples, Released Files
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TcX Search Modification
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TcX Document Distribution Query
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TcX Document Distribution Report
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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
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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:
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Solid Edge Otptions-XML Setup
Must be set to yes for user to update their settings.
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Permissions
Identify TcX Users/Groups/Roles Add Required Groups and Roles Set Required Permissions
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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
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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
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Challenges in TcX Implementation
Resistance to change Legacy data migration Collaboration over limited bandwidth Meeting Users / Department specific needs
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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.
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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
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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
Q & A
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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