Teamcenter Express: Putting the Puzzle Together

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Teamcenter ExpressPutting the Puzzle Together
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Teamcenter Express Implementation

• Author Kevin Baxter
• Company Solid Solutions, LLC
• Email kbaxter_at_SolidSolutionsCorp.com
• Boise, ID
• Phone [phone]

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Solid Solutions, LLC

• Established in 2000
• Office Location Boise, Idaho
• Lines 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 / specs)
• 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 Workflows
• Improved Permission Control / File Access
• Expanding data creation
• Multi-CAD support
• Expandable 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

Document the Implementation Plan
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Implementation Methodology
Requirement Analysis
As - Is
Definition Phase
Scope
Configuration Phase
To - Be
Server Configuration
Go Live
Testing Training Phase
File Naming Conventions
Gap Analysis
PDM Configuration Document
Testing
Maintenance Phase
Network Configuration
Search Attributes
Database Tuning
User Training
Client Configuration
Access Permissions
Performance Tuning
Hand Holding
Support
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

• Single TEM Install

• Dual TEM Install

• Independent Servers

• Common
• Tcfs Service
• FMS Service
• ETS Service

• Independent
• Tcfs Services
• FMS Services
• ETS Services

• 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 docs, Bad Chars,
  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/TcXGettingSt
  arted.pdf
• http//support.ugs.com/docs/tc_exp/30/TcXInstallat
  ionGuide.pdf
• http//support.ugs.com/docs/tc_exp/30/TcXReleaseBu
  lletin.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_Imp
  ort_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, Refs,
  Etc.)
• FOPs
• FOAs
• 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 its getting large, investigate reason
• Have a plan for the failure of the backup plan

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Q A
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Documentation References

• Teamcenter Engereering Utilities Reference, Doc.
  ENG00016
• http//support.ugs.com/docs/tc_eng/2005sr1/Utiliti
  esReference.pdf
• ps_upload release_man import_file install
  (options) backup_xmlinfo purge_invalid_subscript
  ions schema browser collect_garbage
  dataset_cleanup datasettype_cleanup
  purge_volumes