White Paper

Exchange Data Between GDM and ERP/PLM/PDM

Summary
OEMs  may  have  an  ERP/PLM/PDM  to  manage  the  company  parts  list  and  BOMs  and  would  like  to  
use  GreenData  Manager  (GDM)  software  from  GreenSoft  to  manage  their  environmental  
compliance  reporting.  This  document  describes  the  best  methods  to  exchange  data  between  GDM  
software  and  the  ERP/PLM/PDM.  

GreenData Manager Software

GreenSoft  offers  a  series  of  GreenData  Manager  software  products  that  help  OEMs  to  manage  
environmental  compliance  regulations  such  as  ROHS,  REACH,  Conflict  Minerals,  and  other  
customer  specific  chemical  restriction  requirements  (OEM  requirements).  GreenData  Manager  
software:    
• Is  a  hosting  place  for  all  components  and  BOMs,  with  substance  data  and  regulations/rules,  
and  compliance  documents  for  each  component  such  as  Certificate  of  Compliance  (CoC),  
Proof  of  Compliance  (PoC),  Test  Report,  or  Full  Material  Declaration  (FMD)  document,  and  
compliance  reports  for  BOMs  
• Supports  the  import  of  component  data  through  Excel  file  format,  IPC-­‐1752  XML,  IPC-­‐1752A  
XML  file  format,  IPC-­‐1755  XML,  GreenSoft  PartData  file  format,  or  on-­‐screen  manual  entry.  
• Supports  the  import  of  BOMs  through  Excel  file  format  or  web  services  XML  messaging  format  
• Supports  the  dashboard  function  for  all  parts  in  Item  Master  with  the  view  of  compliance  
status  of  multiple  regulations  for  each  component  and  access  to  supporting  documents  
through  hyperlinks    
• Supports  the  dashboard  function  for  all  BOMs  with  view  of  compliance  status  of  multiple  
regulations  or  OEM  requirements,  and  the  navigation  of  BOM  details  with  compliance  status  
and  supporting  documents  for  each  component  used  inside  the  BOM  
• Supports  25  built-­‐in  compliance  regulations/rules:  
1. EU  Directive  Battery  
2. California  Proposition  65  
3. California  RoHS  
4. Canadian  EPA  –  Prohibition  of  Certain  Toxic  Substances  Regulations,  2012  
5. China  RoHS  
6. Conflict  Minerals  -­‐  Examine  Only  (4  metals)  
7. EU  Directive  Asbestos  -­‐  2009/148/EC  -­‐  Quick  Scan  
8. EU  Directive  Radioactive  Substances  -­‐  96/29/EURATOM  -­‐  Quick  Scan  
9. EU  Regulation  -­‐  1005/2009  Ozone  Depletion  Substances  -­‐  Quick  Scan  
10. EU  RoHS  
11. Halogen  Free  
12. Norwegian  POHS  
13. Packaging  and  Packaging  Waste  
14. EU  Directive  PFOS:  
15. Rare  Earth  Substances  -­‐  Examine  Only  

V1
 16. REACH  -­‐  Azocolourants  
17. REACH  –  CMR:  
18. REACH  –  Carcinogens-­‐1:  
19. REACH  -­‐  Carcinogens  -­‐2:  
20. REACH  -­‐  Mutagens  :  
21. REACH  -­‐  Toxic  for  Reproduction  :  
22. REACH  Annex-­‐14  
23. REACH  Annex-­‐17  Scan  
24. REACH  SVHC  (from  15  substances  to  the  latest  one  –  155  substances)  
25. Stockholm  Convention  POPs  -­‐  2004-­‐05-­‐17  
• Generates  due  diligence  reports  with  hyperlinks  to  supporting  documents,  as  shown  below.  
This  report  can  be  used  as  part  of  the  submission  to  apply  for  a  CE-­‐Mark  for  RoHS-­‐2  
compliance  reporting.  The  report  can  be  made  available  in  HTML  or  Excel  format  so  your  
customers  can  view  and  access  documents  without  installing  any  software.  
 

FIG  1  –  Due  Diligence  Report  with  Compliance  Status  and  Documents  in  Hyperlinks  

• Provides  Gap  analysis  for  a  BOM  on  a  specific  regulation  or  customer  requirement  related  to  
the  data  collection  for  compliance  data  and  associated  documents.  The  parts  that  are  not  
meeting  the  requirements  can  be  exported  to  an  Excel  file  for  further  processing.  
• Generates  various  compliance  reports  for  BOMs,  such  as  EU  RoHS  report,  REACH  SVHC  report,  
China  RoHS  report,  and  Product  Disclosure  report  in  either  Excel  or  IPC-­‐1752  ver1.1  Class-­‐6,  
IPC-­‐1752A  Class  A  or  C  or  D.  Sample  reports  of  REACH  SVHC-­‐46,  China  RoHS  and  Product  
Disclosure  Report  in  IPC-­‐1752A  with  Class  A,  Class  C  and  Class  D  are  shown  below  for  
reference:  
 

©2015 GreenSoft Technology, Inc. Page 2 of 12 Proprietary and Confidential

 FIG  2  –  REACH  SVHC  (46)  Report  

 
FIG  3  –  China  RoHS  Declaration  Report  
 

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 FIG  4  –  Product  Disclosure  Report  in  IPC-­‐1752A  Class  A,  Class  C  and  Class  D  format  

• Supports  the  generation  of  various  Conflict  Minerals  reports  for  company  level,  product  level  
or  product  family  level,  including  CMRT  forms,  Smelter  Analysis  reports,  CM  Gap  Analysis  
reports  and  CM  Due  Diligence  reports.  

©2015 GreenSoft Technology, Inc. Page 4 of 12 Proprietary and Confidential

GreenData Manager Configurations
GreenSoft  offers  4  different  configurations  of  GreenData  Manager  (GDM)  to  fit  your  need:    
Desktop  Edition,  Workgroup  Edition,  Browser  Edition  and  GDM  Embedded  Module.
1. GreenData  Manager  Desktop  Edition  (GDM-­‐DE)  is  desktop  software  for  RoHS/REACH/Conflict  
Minerals  and  full  material  declaration  Compliance  Management  on  one  single  computer.  The  
software  runs  on  MS  XP,  Vista  or  Windows  7/8.  Database  is  maintained  in  MS  SQL  Express.    
2. GreenData  Manager  Workgroup  Edition  (GDM-­‐WE)  is  designed  for  multiple  users  on  a  Local  
Area  Network  (LAN).  The  software  carries  the  same  function  as  GDM-­‐DE  but  having  multiple  
users  to  share-­‐access  the  same  database.  The  software  consists  of  2  major  pieces:    
• Server  side  software  hosts  the  component  database  (with  all  chemical  substance  data  and  
component  compliance  status  data),  rule  database  (with  all  built-­‐in  regulations  and  the  
customer  specific  rules),  supplier  database  with  Conflict  Minerals  data  and  templates  
(CMRTs),  and  BOM  database.  GDM-­‐WE  will  also  store  the  documentation  database  with  
all  certificates  or  material  composition  documents  provided  by  suppliers.  Software  
upgrade  can  be  conducted  on  the  server  side  with  one  click  after  receiving  notification  
through  email  from  GreenSoft.  Server  software  can  provide  database  backup  and  restore  
functions.  
• Client  side  software  provides  the  client  side  access  to  all  databases  hosted  inside  GDM-­‐
WE.  GDM-­‐WE  supports  multiple  clients  to  access  to  the  same  databases.  All  product  
compliance  management  tasks  are  done  through  the  use  of  GDM-­‐WE  client  side  software.  
The  client  can  perform  the  functions  described  above.  
If  VPN  is  provided,  then  there  is  a  network  access  time  requirement  for  network  latency  delay  
of  less  than  25  msec.  GDM  software  has  the  capability  of  restricting  users  from  different  
location  can  only  see  the  BOMs  generated  at  such  location.  People  from  other  locations  will  
not  be  able  to  see  the  BOMs  at  your  location  so  the  BOM  security  is  protected.  
3. GreenData  Manager  Browser  Edition  (GDM-­‐BE)  
• GDM-­‐BE  is  a  browser-­‐based  version  of  the  software  that  allows  multiple  users  to  access  to  
compliance  status  and  reports  from  an  Internet  browser  without  installing  any  software  
(starts  from  50  concurrent  users  and  you  can  add  more).  
• Management  of  compliance  data  is  conducted  through  GDM-­‐WE  with  access  by  
Administrator  and  seat-­‐based  clients  
4. GDM  Embedded  Module  (eGDM)    
• eGDM  is  an  add-­‐on  module  to  GDM  software  that  contains  a  standard  web  services  
interface  (through  SOAP  messaging)  to  communicate  with  your  ERP/PLM/PDM  
automatically.  
• You  can  use  eGDM  to  load  in  the  parts  lists  or  BOMs  and  the  required  compliance  
regulations  or  customer  requirements  for  compliance  validation  from  your  ERP/PLM/PDM  
system  to  GDM  software.  eGDM  returns  the  compliance  status  of  the  parts  or  the  BOMs  
for  the  designated  compliance  regulations  or  customer  requirements,  as  well  as  creates  
reports  in  various  formats  (roll-­‐up  status  or  aggregated  substance  in  weight  or  PPM).  

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Data Exchange between GDM Software and ERP/PLM/PDM
There  are  several  ways  of  to  exchange  data  between  GDM  software  and  your  ERP/PLM/PDM  
system,  from  manual  mode  to  semi-­‐auto  mode  and  fully  auto  exchange  mode.  Each  mode  of  data  
exchange  is  detailed  below:  
1. [Manual  Mode]  Simple  Exchange  through  Excel  import  and  Export  –  For  customers  who  
own  a  simple  Compliance  Interface  Module  from  ERP/PLM/PDM,  a  simple  Excel  file  with  
components  list  and  its  associated  compliance  status  (such  as  for  RoHS  and  REACH  SVHC)  
and  the  associated  compliance  documents  in  hyperlinks  (as  shown  below)  can  be  
generated  from  GDM  and  imported  back  to  ERP/PLM/PDM.  The  naming  convention  on  
the  documents  can  be  customized  to  fit  your  requirements  and  documents  can  be  
imported  through  FTP  as  a  whole  without  doing  each  one  at  a  time.  The  same  Excel  file  
can  be  generated  on  a  per  BOM  basis  so  you  can  manage  on  the  product  level  as  well.  

 
FIG  5  –  Compliance  Grand  Report  in  Excel  Format  

2. [Manual  Mode]  Simple  Exchange  through  IPC-­‐1752A  XML  with  Material  Declaration  Data  
–  In  addition  to  presenting  the  RoHS  and  REACH  compliance  data  in  the  Excel  file,  you  can  
also  generate  the  material  declaration  data  from  GDM  in  IPC-­‐1752A  XML  format  (covering  
Class  A,  C  and  D)  and  import  the  file  to  your  ERP/PLM/PDM  system.  You  can  also  generate  
a  human-­‐readable  IPC-­‐1752A  Viewer  file  from  GDM,  which  the  receiver  of  the  IPC  files  can  
view  the  component  data  through  their  Internet  browser  without  installing  any  software.  
Click  here  to  download  a  sample  component  IPC-­‐1752A  Viewer  file  (This  is  a  ZIP  file;  you  
will  need  to  unzip  it  to  a  folder  and  open  the  “*.html”  file  by  using  an  Internet  browser).  
3. [Semi-­‐Auto  Mode]  Import  BOMs  through  Folder  Exchange  –  You  can  set  up  your  
ERP/PLM/PDM  system  to  export  BOMs  to  an  external  folder,  and  GDM  software  will  
import  these  BOMs  to  GDM  software  automatically.  Once  the  collection  efforts  on  all  
parts  used  in  the  BOMs  are  completed,  you  can  command  GDM  to  generate  Grand  
Reports  (compliance  report  with  parts  list,  compliance  status,  and  hyperlinks  to  the  
compliance  documents  –  similar  to  the  one  shown  above)  for  all  BOMs  and  export  such  to  
another  external  folder  for  import  into  your  ERP/PLM/PDM.  .  

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FIG  6  –  BOM  Import  through  Auto  Folder  Exchange  

4. [Fully  Auto  Mode]  Direct  Links  to  Compliance  Status  and  Compliance  Reporting    (for  
GDM-­‐BE  users  only)  –  If  your  objectives  are  to  obtain  the  component  compliance  status  
and  the  BOM  level  compliance  status  and  reporting  (RoHS/REACH/Conflict  Minerals)  from  
GDM-­‐BE  software  to  your  ERP/PLM/PDM  system,  and  you  don’t  want  to  do  any  
programming  from  the  ERP/PLM/PDM  side,  GreenSoft  offers  the  eGDM  module  that  will  
provide  direct  links  to  the  compliance  status  and  compliance  reporting  for  components  
and  BOMs.    
To  add  the  component  compliance  status  at  your  ERP/PLM/PDM  side,  you  will  need  to  
add  several  columns  to  the  component  table  from  your  system,  which  may  describe  the  
compliance  status  or  compliance  details  –  as  shown  below.  A  new  column  of  “Compliance  
Details”  is  added  to  your  ERP/PLM/PDM  screen.  

 
FIG  7  –  Added  Compliance  Details  column  in  your  ERP/PLM/PDM  screen  

GDM  will  help  you  populate  the  value  for  this  column,  which  will  be  the  URL  to  one  of  the  
GDM-­‐BE  pages  that  shows  the  compliance  details  of  the  designated  component,  as  shown  
below.  Please  note  that  this  web  page  is  part  of  the  GDM-­‐BE  pages  and  it  shows  the  
component  compliance  status  for  6  different  rules  (or  regulations)  that  you  can  change  at  
any  time  –    
1. Conflict  Minerals  –  Examine  Only  
2. EU  RoHS  
3. Norwegian  POHS  
4. REACH  SVHC  (53)  
5. REACH  SVHC  (73)  
6. REACH  SVCH  (84)  

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FIG  8  –  Direct  Link  to  Component  Details  page  in  GDM-­‐BE  

 
You  could  do  the  same  to  add  the  BOM-­‐level  compliance  status  at  your  ERP/PLM/PDM  
side.  You  can  add  a  few  columns  to  the  BOM  List  table  from  your  system,  which  may  
describe  the  compliance  details  or  the  compliance  reports  for  the  designated  BOM  –  as  
shown  below.  Several  new  columns  of  “Compliance  Details  –  View  Details  and  View  
Reports”  are  added  to  your  ERP/PLM/PDM  screen.  

 
FIG  9  –  Added  Compliance  Details  column  and  Compliance  Reports  column  in  your  ERP/PLM/PDM  screen  

 
GDM  will  help  you  populate  the  value  for  these  2  columns,  which  will  be  the  URL  to  the  
respective  GDM-­‐BE  page  that  shows  the  compliance  details  or  compliance  reports  of  such  
designated  BOM,  as  shown  below.  

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FIG  10  –  Direct  Link  to  BOM  Details  page  in  GDM-­‐BE  

 
FIG  11  –  Direct  Link  to  BOM  Reports  page  in  GDM-­‐BE  

   

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 5. [Fully  Auto  Mode]  Full  Data  Exchange  through  Web  Services  Interface  (for  both  GDM-­‐WE  
and  GDM-­‐BE  users)    –  If  your  objectives  are  to  obtain  full  data  exchange  for  
component/BOM  data  including  compliance  status,  material  composition  substance  data,  
and  associated  documents,  and  various  compliance  reports  or  conflict  minerals  reports  
(including  CMRT  forms  for  company  level  or  product/product  family  level),  GreenSoft  
offers  an  eGDM  module  that  will  exchange  the  full  set  of  information  between  GDM  
software  and  your  ERP/PLM/PDM  system,  through  SOAP  messages.  

 
FIG  12  –  Full  Data  Exchange  through  eGDM  module  by  using  SOAP  Messages  
 
 
eGDM  module  provides  the  full  set  of  information  from  GDM  database,  including  –    
• Items  
• BOMs  
• Rules  (with  chemical  substances  and  thresholds)  
• Compliance  Status  and  documents  (for  items  and  BOMs)  
• Reports  
The  full  set  of  web  services  that  assess  such  5  objects  (items,  BOMs,  Rules,  Compliance  
Status  and  documents,  and  Reports)  are  shown  below.  

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FIG  13  –  Full  Set  of  Web  Services  through  SOAP  Messages  

GreenSoft  has  also  developed  a  set  of  sample  codes  to  help  you  program  the  interface  to  
access  the  5  objects  through  eGDM  Module.  Your  IT  person  will  be  able  to  do  a  quick  try  
and  learn  about  the  interface  of  exchanging  data  between  GDM  and  your  ERP/PLM/PDM  
system.  

©2015 GreenSoft Technology, Inc. Page 11 of 12 Proprietary and Confidential

  
FIG  14  –  Sample  Code  for  Making  SOAP  Messages  

Conclusion
Data  Exchange  has  become  a  key  issue  for  OEMs  so  compliance  data  can  be  shared  through  a  
company.  This  paper  has  summarized  how  data  is  exchanged  between  GDM  software  and  
ERP/PLM/PDM  systems,  OEMs  should  be  able  to  find  the  best-­‐fit  configuration  in  GDM  software  
and  the  exchange  method  to  share  information  between  these  2  systems.  This  way  the  exchange  
of  flat  files,  Excel  or  XML  between  GDM  and  SAP  can  be  done  quickly  and  easily.    
A  summary  table  for  different  GDM  configurations  and  the  exchange  method  is  shown  below.    

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