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xLM ENOVIA SmarTeam Custom xLM ENOVIA SmarTeam Custom

Solutions and ServicesSolutions and Services

Your Challenges | Our SolutionsYour Challenges | Our Solutions

© 2010 xLM Solutions, LLC. All rights reserved.

xLM Solutions,xLM Solutions, LLCLLC

www.xlmsolutions.comwww.xlmsolutions.com

Revised: August 2009

xLM Solutions is highly skilled in SmarTeam solutions and database architectures, including SmarTeam planning and deployment, database installation, Data Model design, CAD integrations, Workflow configurations, BOM management, Community Workspace administration, custom programming, Multi-Site setup, Data Loading, and end-user training and support.

Solution Architecture

• Performs planning and constraints analyses for configuring, customizing and deploying SmarTeam to meet corporate-specific requirements

• Develop operational and technical specifications

• Solution validation and integration with production environment and data

About xLM SolutionsAbout xLM Solutions



• Solution validation and integration with production environment and data

Project Management

• Develop project to implement solution with minimal risk

• Determine project resource requirements

• Conduct project reviews and provide reports for periodic status updates

• Develop issue evaluation and resolution plans when needed

• Ensure adherence to project timeline and budgetary expectations

SmarTeam Programming and Custom Solutions (for both Think and Thin Clients)

Extensive knowledge and experience in:

• Microsoft Visual Basic, VB.NET and C# languages

• ASP.NET web application and web service programming

• Knowledge and application of SmarTeam API, Visual Components and iPlatform

• Java application and applet development

• Java interoperability with Microsoft ASP.NET web services

• Microsoft Windows applications and services development

• Unix programming (C/C++)

• Windows, Linux and Sun system administration

About xLM SolutionsAbout xLM Solutions



• Windows, Linux and Sun system administration

• Web portal and web part integrations for collaboration environment such as Microsoft SharePoint

SmarTeam Multi-Site and Oracle Skills

• Comprehensive knowledge and extensive experience in SmarTeam Multi-Site configurations

• Developed the original test platform for synchronous SmarTeam database replication

• Experienced in Repliweb installations and configurations

• Skilled in Oracle PL and SQL database programming

Challenges

• Lack of native mechanism to save email and attachments from Outlook to SmarTeam

• No direct approach for attaching SmarTeam files to Outlook email

Solution

• SmarTeam-Outlook Integration

Features

• Save email and attachments into SmarTeam– Outlook email may be mapped to different classes in SmarTeam

– Email and Outlook properties are mapped to fields in SmarTeam

• Save selected email attachments into SmarTeam– May selectively save one or more attachments from an email to SmarTeam

• Attach SmarTeam files to an email– User may query for objects in SmarTeam from within Outlook

– From the query results, one or more files may be attached to an email message

• Save contact information into SmarTeam

ENOVIA SmarTeam ENOVIA SmarTeam –– Microsoft Outlook Microsoft Outlook

IntegrationIntegration



• Save contact information into SmarTeam– Extracts and saves contact information from an email into SmarTeam

• Locate active document– Determines if a selected email has been saved to SmarTeam

– A SmarTeam profile card is displayed if the email already existed in SmarTeam

• User configurable options– Save incoming attachments as children of email object

– Automatic email and/or attachment deletion after Save

– Save attachments as Child or General Links

Benefits

• Native mechanisms to save Outlook email and attachments to SmarTeam

• SmarTeam file as Outlook email attachment

• Tool allows all project- and product-related data (e.g., email correspondence) to be stored and managed in SmarTeam

Challenges• Data contained in two disjoint systems (SmarTeam and

SharePoint)

• No easy way for cross-system data access

Solution• A web part to present SmarTeam data and provide selected

SmarTeam functionalities in SharePoint

Features• A familiar and intuitive web browser-based user experience

• A convenient interface to construct and perform SmarTeam queries from SharePoint

ENOVIA SmarTeam ENOVIA SmarTeam –– Microsoft SharePoint Microsoft SharePoint

IntegrationIntegration



queries from SharePoint

• View SmarTeam data in a SharePoint grid table

• Configurable operations on SmarTeam data files

• Support download of SmarTeam files to client computer

Benefits• Presents PLM (SmarTeam) data in SharePoint

• Leverages Microsoft solutions (Office applications, Project Management, Workspaces, Issue Management, revision control, workflow, etc.) to PLM data

• No extended SmarTeam proficiency required

• Simplifies access to SmarTeam data

Challenges

• Files are renamed automatically when placed into the SmarTeam Vault

• It is impossible to access vault files outside of SmarTeam with only the original file names

• Batch mode access to vault files are particularly cumbersome

Solution

• SmarTeam Vault Processor– For each selected SmarTeam object, the corresponding data file, and all associated reference files, is copied

out of the Vault to an intermediate processing directory

– An external application is invoked to process the “copied out” files

– The files are then returned to the SmarTeam Vault

Features

• Easy to install and operate

• File selections may be made through either SmarTeam object selections or SQL queries

• Configurable status and event messages

SmarTeam Vault ProcessorSmarTeam Vault Processor



• Configurable status and event messages

• User selectable intermediate processing directory location

• Programmable execution start and stop times

Benefits

• Provides access to SmarTeam Vault files by external applications

• Particularly beneficial for processing CAD files with reference files

• Highly recommended for– Rebuilding SolidWorks files in SmarTeam to correct viewing issues with the SolidWorks Viewer

– Updating Inventor files in SmarTeam to latest Inventor file version format

– Bulk creation of an additional neutral format view file for the CAD files in SmarTeam

– Modifying reference or link information for Assemblies or Drawings

– Etc.

Challenges• Time-consuming to create new objects, and associate documents to them, in SmarTeam based on existing

objects

Solution• SmarTeam Quick Create Tool

– Allows easy creation and document-linking for new objects based on existing SmarTeam objects

Features• A class tree display for new object’s class selection

• Automatic data mappings from original to new object

• Options for associating templates and new documents for the new objects

• Class-based “view” selection for the new object

SmarTeam Quick Create ToolSmarTeam Quick Create Tool



• Class-based “view” selection for the new object

• May link new object to existing object

Benefits• Expedites new object creation and document-linking in SmarTeam from existing data/objects

Challenges

• SmarTeam lacks the support for project-based object searches

• Native mechanisms only support entire database or single-level searches

Solution

• SmarTeam Project Search Tool

• Support searches on objects linked with a specific project

Features

• Selectable search level for the project tree structure

Benefits

• Expedites project-level data and document searches

SmarTeam Project Search ToolSmarTeam Project Search Tool



Example

• To determine if a given part is used in a particular project– The part may not be linked directly to the project

– The part may be in assemblies that are linked to the project

– The part may be linked to folders of the project

• The SmarTeam Project Search Tool will transverse the selected project tree to locate the part of interest

Challenges• Unable to change an object’s class in SmarTeam once the object is created

Solution• SmarTeam Object Class Migration Tool

– An utility for migrating objects from one class to another

Features• Easy source and destination classes selections• Customizable field mappings between the source and destination classes• Preserve object links and references after migration

SmarTeam Object Class Migration ToolSmarTeam Object Class Migration Tool



• Preserve object links and references after migration

Benefits• Tremendous time savings when migrating objects across classes• May be used to fix data consistency errors

Example• New classes are added to the database and legacy data need to be converted to the new classes• The SmarTeam Object Class Migration Tool may be used to quickly and safely convert the legacy data to

the new classes

Challenges• Dynamic assignment of users to workflows is tedious and error-prone

Solution• Web-based SmarTeam Workflow User Assignment Wizard

– Provides a web-based, simplified and intuitive approach for assigning users to nodes in a workflow

Features• Clean and intuitive, wizard-based GUI for accepting and promoting the

next user in a workflow

• Role-based listing of available users for workflow assignment

• User assignment via simple list selection or text entry

Step 1

WebWeb--Based SmarTeam Workflow User Based SmarTeam Workflow User

Assignment WizardAssignment Wizard



• User assignment via simple list selection or text entry

• Option to add comments by current user prior to workflow advancement

• User comments may be made mandatory via configuration

Benefits• Expedites and simplifies dynamic user assignments to workflows

• Wizard-based approach reduces processing error

Step 2

Challenges• SmarTeam supports only one redline file per object

• Multiple collaborating users reviewing a document need to employ a color code to identify individual redlines

Solution• Web-Based Collaborative SmarTeam Redlining Tool

– Supports individual redlines from multiple users by associating their redline files to a base redline file

Features• Presents all redline files associated with an object for selected viewing

• Display a summary of metadata (e.g., creator, create date) for each selected redline file

WebWeb--Based Collaborative SmarTeam Based Collaborative SmarTeam

Redlining ToolRedlining Tool



Display a summary of metadata (e.g., creator, create date) for each selected redline file

Benefits• Organizes and simplifies bookkeeping of user redlines

• Identifies and allows for easy tracking of redlines by user

• Expedites release processes based on redlines

Challenges

• SmarTeam does not support association of figures or graphics to a text field

Solution

• Web-Based SmarTeam Reporting and Graphics Association Tool– Generates template-based reports and creates associations among figures and a text or

memo field

Features

• Report generation from SmarTeam data

• XML based report engine utilizing templates created in Microsoft Word

• Associates one or more figures or graphics to text and memo fields in SmarTeam

• Automatically inserts graphics when a graphics-enabled text field is used in a report

Benefits

WebWeb--Based SmarTeam Reporting and Based SmarTeam Reporting and

Graphics Association ToolGraphics Association Tool



Benefits

• Associates graphics and figures with text/memo fields in SmarTeam

• Enhances the report and information exchange via illustrations

Example

• A new SmarTeam class called Product Issues is created with an Issue Description field

• The Web-Based SmarTeam Reporting and Graphics Association Tool may be used to reference graphics such as a screen shoot or PowerPoint slide with the Issue Description field when generating a report

• Find Orphans– A tool for reporting all objects that are not linked to a Parent or Project in SmarTeam

• OnDrop– A tool to add drag-and-drop check-in capability to SmarTeam

– The tool will link and Check-In each file dropped from Windows Explorer

• Dynamic Workflow Users Assignment– Tools for assigning SmarTeam workflow users dynamically

Miscellaneous SmarTeam SolutionsMiscellaneous SmarTeam Solutions



– Tools for assigning SmarTeam workflow users dynamically

• Cascading Lookup Tables– A tool to add dependent lookup table structure to SmarTeam

• Vault Clean Up– A tool for locating files in the SmarTeam Vault that do not have corresponding objects in the database

• Solutions and technologies are provided through one of two service engagement models:– Direct

– Subcontracted by BP or VAR

• xLM will support DS / SMARTEAM / BPs / VARs to promote and implement these solutions

Go To MarketGo To Market



• xLM will support DS / SMARTEAM / BPs / VARs to promote and implement these solutions

• Contact us for more information– [email protected]

– (248) 926-5932

xlm enovia smarteam custom solutions and services · xlm enovia smarteam custom solutions and...

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