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CT3158 PDF EBOM Product Structure Management for Creators Rev An
CT3158 PDF EBOM Product Structure Management for Creators Rev An
Module Overview
In this module, you learn some of the concepts and terms that surround products and
product structures. You learn the different part Types used at EMBRAER that are used to
describe the product structure. The purpose of this module is to provide you with a high-
level overview of products and product structures.
2
Objectives
3
Objectives
4
Configuration Management at EMBRAER
Windchill is implemented to support several areas of the product lifecycle and will be
used as an integrated part of the existing IT infrastructure.
<Note> For Ipanema project, read the “CT3443 – Ipanema Deck of Slides” and the
“CT3937-QRC for Ipanema” materials to learn specific Ipanema process and functions.
5
What is Multi BOM?
Multi BOM means that each sector can develop its structure according to its needs. For example,
the structure can have the view for engineering BOM (eBOM), manufacturing BOM (mBOM) and
service BOM (sBOM). This is important for all facets of product development. The mBOM is a
derivation of eBOM that is of greatest interest to the manufacturing engineer. The mBOM forms
the basis for the creation of production plans, work instructions, and resource assignments. As
the eBOM changes, the mBOM must stay in lock-step, allowing the manufacturing engineer to
accommodate any impact on production processes, or resource allocation.
The sBOM is concerned with the serviceable components and maintenance procedures of
fielded equipment. Also, it must be inextricably linked to the eBOM. This ability to update across
BOMs is a significant source of strategic value for Embraer organization, as it ensures product
manufacturing plans and service information stays in alignment with the evolving product
design. It drives operational efficiency by ensuring all team members are acting on the most
current view of information.
eBOM features:
• Due to the flattening (horizontalization) of the product structure (only one level of CI-DS on
the eBOM), the re-identification necessity is diminished.
• Systemic vision of the designed product is capable to the engineering area.
mBOM features:
• Increased flexibility for mBOM to adapt to the best method / assembly sequence.
• Cascading manufacturing alterations, not affecting Engineering, for varying cadence.
sBOM features:
• Increased flexibility for sBOM to adapt to the maintenance structure.
• Automate associativity to product data of engineering and manufacturing to ensure up-to-
date serviceable parts information.
• Define applicability rules so the exact serviceable part, sBOM, is available for every product
configuration and operating condition.
6
Data Management Objects
One of the main purposes of Windchill is to store and manage information and content.
To do this, Windchill uses what it calls a Business Object. Because your data is often
complex, you may need to store a number of different types of information. Windchill
has several types of objects to handle these different types of information and enables
you to build relationships between them.
• Parts are used to build product structures. They do not store CAD data, but reference
other objects that do so. They can also reference each other in a hierarchy called a
product structure. Some of these objects are created manually in Windchill and
others are created automatically as a result of a data transaction from other systems
such as VPM.
• Document objects store and manage content. While document objects typically store
and manage documentation files, there is no limitation to the types of electronic files
a document object can store as content. For example, at Embraer all the Technical
Notes are created, linked and updated at VPM. They are only published from VPM to
Windchill. The Technical Notes may be Item Notes (NI), Pattern Notes (NP) or Free
Notes (NL). Later those items will be consumed by SAP.
<Note> The image above shows an example of how can we structure the objects.
<Note> For Ipanema project, read the “CT3443 – Ipanema Deck of Slides” and the
“CT3937-QRC for Ipanema” materials to learn specific Ipanema process and functions.
7
Multi BOM Capabilities
A product structure is a hierarchical breakdown of the business and technical information that
the enterprise produces in developing a product. A good practice is to develop the product
structure with the following levels:
The “upper level” portion of the product structure is used to organize a product into its
major areas, sections, zones, etc. Generally the upper level structure is determined early on
in the program and may rarely change once it has been established.
The “configuration level” portion is made up of Configuration Items and Design Solutions
where:
• The Configuration Item (CI) collects the DS whose link indicate the DS
effectivity application for a particular aircraft configuration.
• The Configuration Control is responsible to create the CI.
A Configuration Item can have multiple Design Solutions. Effectivity is used
to select the appropriate Design Solution for a Configuration Item given an
Airplane serial number.
• A Design Solution (DS) represents a technical response to a
Configuration Item and describes an implementation that addresses
the functional requirements of an associated Configuration Item.
Lower Level: presents the design solutions to build the product respecting
the proper requirements.
• Parts build at VPM (T1, T2, T6) and RME Parts.
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Overview of the process
<Note> The user may access an excel file with the process described by Embraer at
plm.emb portal.
9
eBOM Creation Process
All the Embraer work process inside the VPM for the Lower Level will not change.
Upper Level and Configuration Item are created inside the Windchill and transferred to VPM and SAP.
General Process:
1 – The Upper Level (UL) is created at Windchill with “In Work” state;
The user must change the state to “Ready”. At this point the object is transferred to VPM.
2- The Configuration Item (CI) is created at Windchill with “In Work” state;
The user must change the state to “Ready”. At this point the object is transferred first to SAP to generate ECODE.
The link between UL and CI is created at Windchill and transferred to VPM. All the Upper Level and CI updates are
made at the Windchill.
3- The CI is transferred from SAP to VPM
4 – The Design Solution (DS) is created at VPM;
The user must apply the trigger “Set Maturity” to change the state to “SAP Ready”. At this point the DS is transferred
to Windchill and SAP.
The Parts LL are created at VPM.
The user must apply the trigger “Set Maturity” to change the state to “SAP Ready”. At this point the Part LL is
transferred to Windchill.
The link between DS and CI is created at VPM and transferred to Windchill. All the DS and Parts LL updates are made
at the VPM, but the WdC manage this modifications.
The Effectivity codes are set between CI-DS link at Windchill and transferred automatically to VPM and SAP.
<Note> For Ipanema project, read the “CT3443 – Ipanema Deck of Slides” and the “CT3937-QRC for Ipanema”
materials to learn specific Ipanema process and functions.
10
eBOM Creation Process – Harness
The development of the Harness structure is the same as the other PNs.
All the Embraer work process inside the VPM for the Lower Level will not change.
Upper Level and Configuration Item are created inside the Windchill and transferred to VPM and SAP.
Part Lists containing E2 Harness design parts are managed in VPM in the product structure as common Part Type 1 or Type 2.
VPM requires all T1/T2 are MTS for E2- so Harness parts will be created as MTS for eBOM.
General Process:
1 – The Upper Level (UL) is created at Windchill with “In Work” state;
The user must change the state to “Ready”. At this point the object is transferred to VPM.
The Configuration Item (CI) is created at Windchill with “In Work” state;
The user must change the state to “Ready”. At this point the object is transferred first to SAP to get the ECODE and after is
transferred to VPM.
The link between UL and CI is created at Windchill and transferred to VPM. All the Upper Level and CI updates are made at the
Windchill.
2 – The Design Solution (DS) is created at VPM;
The user must apply the trigger “Set Maturity” to change the state to “SAP Ready”. At this point the DS is transferred to Windchill.
Designer creates a harness part number (-4XX or -5XX) at VPM;
The user must apply the trigger “Set Maturity” to change the state to “SAP Ready”. At this point the Part is transferred to Windchill
and SAP
Designer creates a harness part number (-2XX);
The user must apply the trigger “Set Maturity” to change the state to “SAP Ready”. At this point the Part is transferred to Windchill.
Designer link “-2XX” in “-4XX” in VPM;
Designer export part list to Windchill (eBOM).
Designer link “-4XX” in “DS” in VPM;
Designer export part list to Windchill (eBOM).
The link between DS and CI is created at VPM and transferred to Windchill. All the DS and Parts updates are made at the VPM, but
the WdC manage this modifications.
3 – The Effectivity codes are set between CI-DS at Windchill and Set atomically to SAP by “Transfer Ready”
With this process the user have the single truth information inside WdC, all the manage of the release inside WdC and all
visualization inside WdC.
<Note> For Ipanema project, read the “CT3443 – Ipanema Deck of Slides” and the “CT3937-QRC for Ipanema” materials to learn
specific Ipanema process and functions.
11
mBOM Creation Process
The mBOM is a specific BOM for the manufacturing area.
The mBOM facilitates the control of planning process, resources and enables the manufacturing area to meet their targeted production costs.
The process consists at creating a new structure consuming the eBOM structure, reorganizing the Parts and the DS. To define the mBOM you may
create new Upper Level, new CI, new Effectivity and new Manufacture Parts too.
The reconciliation process must assure the eBOM and mBOM coherence (all eBOM requirements are consumed by mBOM).
General Process for mBOM creation:
1 - mBOM process may start once eBOM is created at Windchill. The eBOM do not necessarily have to be released;
2 - Create mBOM Upper Level & CI-DS Structure;
Create Upper Levels at “ERJ 190 Type” container, sub-folder Upper Levels.
Create CI Type 8 is created at “ ERJ 190 Type” sub-folder Configuration Item.
Create DS at “190G - mBOM Final Assy ” or “190G - mBOM Structural -Assembly” containers;
Link UL, CI and DS to build the structure.
3 - Send to SAP (State Ready);
Promote the mBOM structure’s state to “Ready” to send the structure to SAP
4 - Apply Basic Effectivity;
Create a Change Directive to start the Effectivity process and link it to a CI;
5 - Export Part List;
Promote the structure state to “ Transfer Ready” to send UL structure to SAP
6 – Consuming eBOM Lower Level to mBOM;
MPSE (Manufacturing Product Structure Explorer) is used to consume an eBOM CI to a mBOM DS.
7 - Adding Manufacturing Notes;
8 - Reconciliation and OOTB Reports to check if all parts were consumed;
Use Compare to Part Structure functionality
9 - Updating SAP Part List;
Promote the structure’s state to “Transfer Ready” to update mBOM structure in SAP
10 - Updating Lower Level from VPM (new iteration is created);
If Lower Level parts attributes are edited in VPM, mBOM must be updated
MPMLink shows that the downstream parts are outdated
11 - Updating VPM from mBOM. Edit (Check-Out) the mBOM Lower Level parts’ attributes in Windchill (new iteration is created).
The eBOM parts will be updated in VPM after check-in.
<Note> The user can add Manufacturing Notes in eBOM structure ( at View Manufacturing at eBOM structure)
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mBOM Creation Process – Harness
The development of the Harness structure is the same as the other PNs.
The mBOM process may start once eBOM is created at Windchill. The eBOM do not necessarily have to be released;
General Process for mBOM creation:
1- Create mBOM Upper Level & CI-DS Structure;
Create Upper Levels at “ERJ 190 Type” container, sub-folder Upper Levels.
Create CI Type 8 is created at “ ERJ 190 Type” sub-folder Configuration Item.
Create DS at “190G - mBOM Final Assy ” or “190G - mBOM Structural -Assembly” containers;
Link UL, CI and DS to build the structure.
2- Send to SAP (State Ready);
Promote the mBOM structure’s state to “Ready” to send the structure to SAP
The SAP create the eCODE and send to Widchill.
At this moment the PN is not structured at SAP.
The PN will be structured at EES.
3- Apply Basic Effectivity;
Create a Change Directive to start the Effectivity process and link it to a CI;
4- Export Part List;
Promote the structure state to “Transfer Ready” to send UL structure to SAP;
5- Consuming eBOM CI to mBOM;
6- Adding Manufacturing Notes; (The user can add manufacturing notes on eBOM strucutre)
7- Reconciliation and OOTB Reports to check if all parts were consumed;
Use Compare to Part Structure functionality;
8- Updating SAP Part List;
Promote the structure’s state to “Transfer Ready” to update mBOM structure in SAP;
9- Updating Lower Level from VPM (new iteration is created);
If Lower Level parts attributes are edited in VPM, mBOM must be updated;
MPMLink shows that the downstream parts are outdated;
10- Updating VPM from mBOM. Edit (Check-Out) the mBOM Lower Level parts’ attributes in Windchill (new iteration is created);
The eBOM parts will be updated in VPM after check-in;
<Note> There is no integration between EES and Windchill for transfer data. The Wiring PNs are created at VPM, transferred to eBOM and Consumed
to mBOM.
After consuming the PNs, and with the EO approved, the Harness structure is complemented by EES direct at SAP.
Windchill do not receive back the Harness information from EES or SAP.
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Part Types - Manufactured Materials
• Type 2 - Single / Primary Parts: Material produced from the machining process,
forming, molding, etc.. Without other components than the raw material.
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Part Types – Purchased Materials
Purchased materials used in a product structure are defined using the part types
3, 4, 5 and 9. Each type corresponds to the nature of the component and is
created manually at SAP an transferred to Windchill and VPM.
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EMBRAER Numbering - UL
A Part needs a unique identifier in Windchill and EMBRAER part numbering process is
used to create the identity. The number is also used to identify corresponding data in
other systems and is a key component for the automated data transitions.
At eBOM UL don´t have ECODE for this reason the eBOM UL is not required to use the
EMBRAER rule. The Number and Description are alphanumeric.
Rules for Description and Numbering are described in EMBRAER DSM (Drafting Standard
Manual) chapter 12.
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EMBRAER Numbering - CI
A Part needs a unique identifier in Windchill and EMBRAER part numbering process is
used to create the identity. The number is also used to identify corresponding data in
other systems and is a key component for the automated data transitions.
At eBOM CI is necessary has the ECODE, because it can be consumed.
The UL and CI will be defined by the Configuration Engineering according to the rule
established by the program.
CI naming rule:
CI: acronym for Configuration Item (CI).
MODEL: model of E2 Program (175, 190, 195).
E: acronym for eBOM PN.
RADICAL: sequential number. Defined from DS. In optional condition, using the radical of the first
DS.
-XX: dash number. CI uses 00.
Example:CI190E12345-00
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EMBRAER Numbering – DS and Lower Level (1/4)
A Part needs a unique identifier in Windchill and EMBRAER part numbering process is
used to create the identity. The number is also used to identify corresponding data in
other systems and is a key component for the automated data transitions.
The DS and Parts will use the EMBRAER rule.
For the Harness DS mBOM and PNs eBOM and mBOM, the Embraer will use the Embraer
rule.
COMMENTS
(1) The range 01641 to 01730 has been supplied for C&D.
(2) Unless otherwise specified, drawings issued for all aircraft models shall have the
prefix 190.
(3) If the prefix 190 numbering has been exhausted, the prefixes 191 to 199 shall be
used.
(4) Embraer’s designer shall obtain the drawing numbers with the Program Configuration
Engineering.
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EMBRAER Numbering – DS and Lower Level (2/4)
COMMENTS
(1) The range 01641 to 01730 has been supplied for C&D.
(2) Unless otherwise specified, drawings issued for all aircraft models shall have the
prefix 190.
(3) If the prefix 190 numbering has been exhausted, the prefixes 191 to 199 shall be
used.
(4) Embraer’s designer shall obtain the drawing numbers with the Program Configuration
Engineering.
19
EMBRAER Numbering – DS and Lower Level (3/4)
COMMENTS
(1) The range 01641 to 01730 has been supplied for C&D.
(2) Unless otherwise specified, drawings issued for all aircraft models shall have the
prefix 190.
(3) If the prefix 190 numbering has been exhausted, the prefixes 191 to 199 shall be
used.
(4) Embraer’s designer shall obtain the drawing numbers with the Program Configuration
Engineering.
20
EMBRAER Numbering – DS and Lower Level (4/4)
COMMENTS
(1) The range 01641 to 01730 has been supplied for C&D.
(2) Unless otherwise specified, drawings issued for all aircraft models shall have the
prefix 190.
(3) If the prefix 190 numbering has been exhausted, the prefixes 191 to 199 shall be
used.
(4) Embraer’s designer shall obtain the drawing numbers with the Program Configuration
Engineering.
21
EMBRAER Numbering – Reuse (1/2)
A Part needs a unique identifier in Windchill and EMBRAER part numbering process is
used to create the identity. The number is also used to identify corresponding data in
other systems and is a key component for the automated data transitions.
COMMENTS
(1) The range 01641 to 01730 has been supplied for C&D.
(2) Unless otherwise specified, drawings issued for all aircraft models shall have the
prefix 190.
(3) If the prefix 190 numbering has been exhausted, the prefixes 191 to 199 shall be
used.
(4) Embraer’s designer shall obtain the drawing numbers with the Program Configuration
Engineering.
22
EMBRAER Numbering – Reuse (2/2)
A Part needs a unique identifier in Windchill and EMBRAER part numbering process is
used to create the identity. The number is also used to identify corresponding data in
other systems and is a key component for the automated data transitions.
COMMENTS
(1) The range 01641 to 01730 has been supplied for C&D.
(2) Unless otherwise specified, drawings issued for all aircraft models shall have the
prefix 190.
(3) If the prefix 190 numbering has been exhausted, the prefixes 191 to 199 shall be
used.
(4) Embraer’s designer shall obtain the drawing numbers with the Program Configuration
Engineering.
23
© 2014 PTC Module 1
Module 1
Product Structure Fundamentals
Scenario
In this exercise, you take the role of a Configuration Control and visualize the structure of eBOM.
Initial Conditions
To successfully complete this exercise, you must establish the following initial conditions:
• Log on to Windchill (https://plmtrn.embraer.com.br/Windchill).
• If you are not connected to the Embraer network, enter your Embraer username and password.
• Log on to Windchill using “confcontrol01” user and password “emb”.
• Start on the Home page.
* The training environment has no interface with the VPM/SAP, so there is no interaction with
the VPM/SAP. During this training the user will be simulating the environment related to the
eBOM process.
1. Open the ERJ 190 TYPE, Embraer product container. Select the symbol.
3. At the root of ERJ 190 TYPE, Embraer containers are stored all eBOM Upper Levels and
Configuration Items. Also in this container there are 5 main folders:
• Changes – Store change objects like Change Directives and Engineering Orders;
• Upper Levels – Store Upper Levels for eBOM and mBOM;
• Notes – Store Technical Notes.
• Configuration Item: Store Configuration Item for eBOM and mBOM
• Documents: Store Documents for eBOM and mBOM
1. At the Folder Contents > Upper Levels > Engineering folder select the View information icon
of TRAINING DATA SET UL.
2. Visualize the information inside the Details tab. This tab shows the general information, attributes,
transfer info and system info.
1. Select the 197-96066-800, CI with the right button of the mouse and select the View Information .
With this you can access the View Information of the CI from the UL View Information.
2. Select the Changes tab. You can visualize the Effectivity at Change Directive table.
3. Select Related Objects tab. You can see the related DS at Design Solution table.
1. Select the 197-96066-401 DS View Information . With this you can access the View Information of
the DS from the CI View Information.
2. Select Related Object tab. You can see the related CI at Configuration Items table and the Technical
Notes at Described By documents table.
1. Select the History tab and observe the Version History table. Compare the oldest version to the
latest version.
Select the versions and select Compare Information.
2. At the Compare Options dialog box select what do you want to compare. Select Attributes, Part
Usage and Related Documents. Select OK.
1. Select the Where Used tab to verify which parts are using this DS.
2. Select the Traceability tab. The related upstream and downstream object tables in the Traceability tab
show how parts are related to the requirements they address and specifications that drive their
development.
3. Select the AML/AVL tab. This tab appears to allow you to add manufacturer and vendor parts to or
remove them from the Approved Manufacturer List (AML) and Approved Vendor List (AVL),
respectively. Today, this PN do not have this information.
1. Select the Product Analytics tab is used to ensure that cost data is synchronized correctly. Must have
the integration with the Product Analytics. It will be used in the future.
2. Select the Integration Status tab is used to verify the integration between Windchill and the other
software. You can see if the transfer failed or if was successes.
In this module, you learn how to compare structures, manage filters and create reports.
1
Objectives
2
Objectives
3
eBOM Configuration: Latest
The user may apply filters at the structure selecting the “Information Page”, selecting the
“Structure” tab and selecting “Edit Filter” from the “Filter” group in the command ribbon.
Windchill shows the structure based on the filter, the default filter points to Latest Working
version. A configuration specification is used when expanding a product structure to determine
which version of a child part to display.
The Latest configuration specification is selected by default when expanding product structures.
When you select Latest the configuration specification displays the most recently versions of the
parts that meet the selected criteria.
The Default filter is composed of:
• Choose a Type: Latest.
• View: Design.
• And “Include Work In Progress” selected.
The user may change the filter specifications changing the available options:
• View: define if you want to view the Design, Manufacture or Service type.
• BOM Type: define the BOM type Production, Testing or Costing. This option is not applicable
for Embraer.
• Alternate BOM: define the BOM alternate version. This option is not applicable for Embraer.
• Life Cycle State: define what state do you want to filter. In Work, Ready, Released….
• Include Work in Progress: this option is related to the files that are checked out with you. If
selected, all the child of the checked out file will be part of the filter. If not selected, all the
child of the checked out file will be hidden until the user apply the check in to this file.
• Apply to top level object: If selected, the configured filter is applied to the top-level part
(parent). If not selected, the iteration of the top-level part is preserved.
• Apply latest for unresolved dependents:to apply a Latest configuration specification filter
(with no specified view and any life cycle state) to part structure nodes for which no version
was selected.
• Life Cycle State: used to apply a filter according to selected state, for example “ In Work”,
“Released”….
4
eBOM Configuration: Latest Released
Windchill shows the structure based on the filter. The default filter points to Latest
Working version. This option shows on the structure the latest version even if not
released.
In order to filter for a Latest Released version, the filter shall be edit to: Latest, Design,
Released option.
The User can view the latest version of the Released status, if it has any released version.
At this point the system will bring the latest version released of the Part Number.
<Note> If the part number is in another state and has never been released, it does not
show.
<Note> If the part number is in another version, but is not released, the system will
show the last.
5
eBOM Configuration: Latest View
The Edit Filter "View" allows the User to choose which type of structure should be
filtered, Design or Manufacturing.
The user can configure according to the need to filter the structure.
This way the Windchill show the structure of the Design or Manufacturing and others
information about part number details.
6
Effectivity Management
Effectivity is the planned aircraft serial number at which a part versions are replaced
with new part versions in production. You can make changes to planned effectivity
settings by using a Change Directive. When the change directive has been completed,
the planned effectivity is copied over the link as actual effectivity on the given object.
For EMBRAER E2 Program the valid range for basic effectivity is from 20001 to 99999.
For Model effectivity the range (MD__ 20001/99800) must follow the Aircraft Serial
Number sequence.
For Customer effectivity the range (__ CL 00001/99999) must follow the Customer Serial
Number sequence.
7
Setting the Serial Number Filter (Effectivity)
When you select a serial number filter, only part versions with the serial number you
specify, are expanded in the part structure.
To set a serial number configuration specification, use the following procedure:
• Access the part information page and select the Structure tab. From the Filter group,
select Edit Filter.
• In Edit Filter dialog box select the Serial Number tab.
• Type the serial number or a serial number range.
• Click OK to apply the filter.
8
Setting the Attribute Filter
When you set an attribute filter, only part versions meeting the attribute criteria are
expanded in the part structure.
To set an attribute filter, use the following procedure:
• Access the part information page and select the Structure tab. From the Filter group,
select Edit Filter.
• Select the Attribute Filter tab.
• In the Attribute Query Expression window, select the desired attribute and its
corresponding value. You have the following three options when setting the attribute
values:
– Equal To
– Not Equal To
– Not Set
• You can add multiple attributes by clicking the Add button in the Edit Filter window, if
necessary. Click OK to set the filter.
9
Setting the Spatial Filter
When you set a spatial filter, only parts contained within the spatial filter coordinates are
expanded in the part structure.
There are two ways you can set a spatial filter.
• Access the part information page and select the Structure tab. From the Filter group,
select Edit Filter and then select the Spatial Filter tab.
• Alternatively, you can click the Spatial Filter icon within the Visualization tab toolbar.
There are three types of spatial filters:
• Sphere Spatial Filter – Only those parts contained within the sphere are displayed. You
can manually set the sphere size and position from the Sphere Spatial Filter
Coordinates window. Alternatively, drag the sphere center and the coordinates
dynamically and drop them within the Visualization tab to resize the sphere.
• Box Spatial Filter – Only those parts contained within a box are displayed. You can
manually set the box size and position in the Box Spatial Filter Coordinates window.
Alternatively, drag box coordinates dynamically within the Visualization tab to resize
the box.
• Proximity Spatial Filter – Only those parts within the proximity of a specific part are
displayed. You can select a part in the visualization tab and then perform the Set
Proximity Spatial Filter action to specify the proximity.
10
Saving and Managing Filters
To save the filter created in the “Edit Filter” window and used to display objects in the
structure, from the “Filter” group, click the “Saved Filters” drop-down menu and then
select “Save”. The “Save” window appears, enabling you to type a name to remember
the filter. This filter then appears when you select the “Saved Filters” drop-down menu
from the “Filter” group. If you select the “Share” check box in the “Save” window, this
filter also appears when other users select the “Saved Filters” drop-down menu.
In the “Filter” group, click the “Saved Filters” drop-down menu and then select “Manage
Filters”. The “Manage Filters” window opens. This window displays all filters you have
saved. You can then select which filters you want to display when you select the “Saved
Filters” drop-down menu and if you want to share any of your filters with other users.
11
Views
The viewing actions are used to change the display of information in the part structure
pane.
The ”Views” icon provides the ability to create table views that change the information
displayed in the structure pane. Select a previously defined view from the drop-down list
or create a new view using ”Manage Structure Views”.
At Embraer, the user may select the “Embraer Structure View” option to visualize the
structure with the configuration defined by Embraer.
To visualize the Notes and the reference component of the notes the user must apply
the “Show/Hide” function and select “Documents”, then visualizing the documents at
the structure the user must select “View > Notes Views”.
At the images above, you may see the difference between the “Notes View”, “Embraer
Structure View” and the “Default” options.
12
Show/Hide Related Information (BOI)
By default, only part objects are displayed in the product structure under the “Structure”
tab. However, you can use the “Show/Hide” icon within the “Viewing” group of the
command ribbon to display one or more related object types. The related objects may
include Documents (Technical Notes), CAD documents (won’t be used), Replacement
Parts (won’t be used), Distribution Targets (won’t be used) and AML/AVL (Approved
Manufacturer List/ Approved Vendor List). This enables you to display the Bill Of
Information.
13
Managing Windchill Table Views (1/2)
Windchill tables display objects in rows with information about each object listed in
columns. The number, content, and order of the columns and rows can help or hinder
your ability to work with large data sets. For each data table, Windchill provides a default
view and your administrator may have defined custom views for your organization.
Some of those views are available in the View drop-down menu.
If you select the “Manage Structure Views” option from the “View” drop-down menu,
the “Customize View List” window appears. This window includes the “Views” table,
which describes each of the available views.
You can use the actions available on the “Views” table to delete table views you have
created, show table views, hide table views, set an active table view, edit table views,
and create new table views.
At “Creating New View” tables you can add columns as “Referenced Component”, for
example.
14
Managing Windchill Table Views (2/2)
Selecting the “New View” option, the “New View” dialog box opens.
First, define the name of this New View.
At “Set Column Display”, at the left side choose the desired column to visualize and
select the arrow to add the columns at the right side.
After Finishing the creation of this New View, the option will be available at “View”
table.
15
Finding Components in the Product Structure
The Find in Structure field above the structure pane can be used to locate parts in a
complex product structure.
Use the following steps to find an object within a structure:
• Type a text string in the “Find in Structure” text entry field to search for parts within
the structure. The string may be a portion of any attribute value in the object identity.
For example, type in a portion of the object name or number.
• Find matches within the structure in one of the following ways:
– Click the “Find” icon to highlight all matching objects.
– Press “ENTER” to highlight all matching objects. Press “ENTER” repeatedly to select
each match down the structure.
– Click the “Previous Match” or “Next Match” arrows to search up or down the structure
tree. The structure is expanded to reveal each matching object.
16
Product Structure Browser - Attributes and Link Information
After selecting the PN at structure the user may see the attributes and the link
information of this PN at the tab at right.
Attributes: Displays important attribute information about the part.
Classification: Shows the classification attributes associated to the part.
Uses: Displays the parts that are used by the part selected in the structure pane. The
user may see the Line Number, Zone, Quantity, Effectivity…
Occurrences: Displays information about each usage of a part within an assembly. The
user may see the Quantity and Location.
17
Product Structure Browser — Visualization Tab
The “Visualization” tab contains graphic images of the parts in the product structure that
have geometry modeled in a CAD application and are published to the database using
the Windchill visualization service. The images are generated automatically and
displayed on the part information page when a CAD document is checked in from a
workspace. The “Creo Elements/View” plug-in application is used to manipulate the 3-D
images within the “Visualization” tab.
The following two specific icons have been added to the “Visualization” toolbar for
visualizing part structures.
• Toggle the automatic selection preferences – Used to specify the selection behavior
between the part structure pane and visualization image. Selecting a part in the part
structure pane causes the corresponding part image to be highlighted in the
Visualization tab and vice-versa.
• Spatial Filter – Used to define a part structure filter based on geometric volumes. It
contains a menu with the following choices:
– Set Box Spatial Filter
– Set Sphere Spatial Filter
– Set Proximity Spatial Filter
– Update Spatial Filter
18
Open in Creo View (1/2)
<Note> For more information of how to visualize the Embraer PNs, read the “CT3936-
QRC Creo View Settings for Embraer” too. At this material you have information about
Sheet Metal, Composite, 2D Drawing, 3D models, etc.
The user may use the Creo View to help during the eBOM consume or approval process.
The Creo View provide functions to finding and selecting components, managing
multiple views, orienting models and drawings, changing model rendering, exploding
model components, sectioning models, creating markups, measuring distances and
displaying dimensions.
You can open the PN at Creo View by selecting the PN with the right button of the
mouse, selecting “Open in > Open in Creo View”.
19
Open in Creo View (2/2)
<Note> For more information of how to visualize the Embraer PNs, read the “CT3936-
QRC Creo View Settings for Embraer” too. At this material you have information about
Sheet Metal, Composite, 2D Drawing, 3D models, etc.
The user may open an PN and after open the next assembly of this PN at the current
session in Creo View.
At “Where Used” tab you may see the parent PN of that PN.
Select the version, for example /.4. The “View Information” of this PN will open.
Select the “Structure” tab and select the PN with the right button of the mouse.
Select “Open In > Open in Creo View”.
A dialog box opens with a question: “Add to the current Creo View session?”
Select “Add to Current Session” to open this PN at the same session of the it child.
20
Edit View’s Setting
<Note> For more information of how to visualize the Embraer PNs, read the “CT3936-
QRC Creo View Settings for Embraer” too. At this material you have information about
Sheet Metal, Composite, 2D Drawing, 3D models, etc.
If the CATIA 3D model have points and vectors representation, at Windchill, only the
vectors will be show.
If the user wants to visualize the point he must open the model at Creo View and edit
the view settings.
The user may visualize the points by clicking in the thumbnail in the “Details” tab and
opening the model in Creo View.
By clicking in the arrow in the lower corner in RH side, the user may select “View
Settings” to edit the view settings.
In the “Filters” field, activate the “Datum Points” option.
The points are turned on in the visualization area.
21
Comparing Product Structures
The Compare to Part Structure action allows users to view and compare two similar assembly part structures determine how they differ.
The user can compare the structure, for example:
• An eBOM structure version with the same eBOM structure but with another version or mBOM structure version with the same mBOM structure but with another version.
• An eBOM structure with other eBOM structure or mBOM structure with other mBOM structure too.
If the user try to compare an eBOM structure with mBOM structure, only the parent will be compared and only the attributes and notes will be compared. The equivalence will
not be compared.
The Compare to Part Structure action can be launched from multiple locations within Windchill. The locations include:
• The Ribbon – The command ribbon on the Structure tab of any part information page.
• Actions Menu – Select the Actions > Compare > Compare to Part Structure from any part information page.
Launching a part structure compare from any of the launch points causes the “Part Structure” setup window to be displayed. The “Compare to Part Structure” setup window
displays the part structures to be compared under the Left Side and Right Side headings. The Number, Name, and Version attributes identify each part. By default, the part from
which the structure compare action is launched is shown in both the left and right sides.
The “Compare to Part Structure” setup window assumes that the structure on the left or right side is replaced or filtered prior to clicking OK. Making no changes results in a
comparison between the exact same part structures and produces no differences. The best practice is to filter or replace the part structure on the right side.
In the ”Compare to Part Structure” window, under the Parts tab, modify the part versions displayed in the Left Side and Right Side if necessary. Make changes using the following
fields:
• Enter Number/Name: Enter the name or number of a part to take the place of the displayed part in the comparison. Entering a partial name or number will display
matching choices beneath the entry field. Click the “Advanced Search” icon to search for parts by type, name, and number.
• Version: Select any part version using the drop-down list. The version satisfying the current filter criteria is marked with an asterisk (*). Reduce the length of the list by
highlighting the entry in the Version field and entering part of the desired version identifier. The list is restricted to only those versions matching what has been entered.
Selecting a different version of the top part may display different first level child parts. The versions of the first level child parts, and all parts in levels beneath the first level, is
determined by the current filter criteria.
• Structure Filter: The current filter is shown just below the ”Structure Filter” field. Use the icons to the right of this field to view and change the structure filter:
• Click to view the filters currently in use. Hover your mouse over this icon to see a summary of the filter settings.
• Click the “Edit Filter” icon to open the “Edit Filter” and modify the current filters. You can filter by Configuration Specification, Spatial Filter, Attribute Filter or
Serial Number Filter (effectivity).
• Click the “Saved Filters” icon to specify a saved filter, save the existing filter, or manage saved filters.
If desired, click the Preferences tab to specify part comparison options. The following table describes the available settings:
• Select attributes to compare:
Use the drop-down object type menu and checkboxes to select attributes to compare for each object type. Follow this procedure:
• Choose an object type from the drop-down menu.
• Select the attributes to compare.
• Repeat these two steps for each object type.
The first time the Select attributes to compare is used, all attributes are selected for all object types by default. Once modified, the system retains your object type and attribute
selections for each subsequent use of the part structure compare function until you change them.
• Include related information in compare:
• Select ”Documents” to compare documents associated to the parts within the two part structures.
• Select ”Replacement Parts” to compare alternate and substitute parts associated to parts in the two structures (won’t be used).
• Select ”CAD Documents” to compare CAD documents associated with the parts within the two part structures (won’t be used).
• Select ”AML/AVL” to compare manufacturer and vendor parts associated to parts in the two structures.
<Note> The preferences selected in this step are saved as your default choices for all future part comparisons within and across Windchill sessions.
<Note> At Windchill, the Embraer PN do not have link with CAD documents. At Preferences tab, the user may select the Documents options.
<Note> The Compare Part information and Compare Product Structures may be used to generate the new DRS at Windchill.
22
Analyzing Structure Comparison
The following actions are provided in the left and right side toolbars in the “Compare to Part
Structure” window.
• Reset: Displays the Compare to Part Structure setup window to modify the compared
structures and to restart the part structure comparison.
• Previous Difference: Locates the previous part structure difference in the left or right part
structure.
• Next Difference: Locates the next part structure difference in the left or right part structure.
• Current Filter: Displays the Current Filter window.
• Edit Filter: Is used to modify part structure filters.
• Saved Filters: Is used to manage saved structure filters.
23
Comparing Part Information
The “Compare Information” enables you to compare two or more objects or versions (also called
revisions) of an object.
The user can compare an eBOM with eBOM or mBOM with mBOM.
Use the following procedure to compare multiple parts or multiple iterations of the same part:
• On the information page of an object, select “Actions”, “Compare”, and “Compare
Information”. The “Find Object” window opens.
• Search for the objects that you want to compare, select them, and then click OK.
• The “Comparison Options” window appears. Select the check boxes to indicate what you want
to display in the comparison report.
Select All: compare using all options;
Attributes: compare the attributes;
Part Usages: compare the children of the structure;
Related CAD Documents: compare the CAD documents;
Related Documents: compare related documents as notes;
Variances: is not used by Embraer.
• Finally, click “OK” to generate the report.
If the user compare the Part Usages and the comparison have different results, the symbol with
a black dot will appear.
This symbol is the representation of the Part Master, this is the way that Windchill do the
representation inside this comparison dialog box.
<Note> The Compare Part information and Compare Product Structures may be used to
generate the new DRS at Windchill.
24
© 2014 PTC Module 2
Module 2
eBOM Configurations
Scenario
In this exercise, you take the role of a Configuration Control, and create, apply and manage filters
Initial Conditions
To successfully complete this exercise, you must establish the following initial conditions:
• Log on to Windchill (https://plmtrn.embraer.com.br/Windchill).
• If you are not connected to the Embraer network, enter your Embraer username and password.
• Log on to Windchill using “confcontrol01” user and password “emb”.
• Navigate to the ERJ 190 TYPE, Embraer container and start on Structure tab of TRAINING DATA
SET UL.
* The training environment has no interface with the VPM/SAP, so there is no interaction with
the VPM/SAP. During this training the user will be simulating the environment related to the
eBOM process.
2. Select Serial Number Filter tab and write the serial number 60000-99999.
3. Select OK.
4. At the structure you can see the filter of all DS that have the serial number 60000-99999.
2. Clear the text inside the Serial Number Filter tab. Select Attribute Filter tab. Select Add.
3. Select Type as Part and Criteria as Number. Write the number 197* and select OK.
6. Select Saved Filters > Save and write Attribute 197 at the dialog box. Select OK.
1. Select Saved Filters > Effectivity 60000-99999. The Effectivity filter will be applied.
3. To visualize the Notes and the reference component of the notes, select the 197-96002-001 PN, select
Show/Hide function and select Documents, then visualizing the documents at the structure, select
View > Notes Views.
vc
vc
Scenario
In this exercise, you take the role of a Configuration Control to compare structures end generate
reports.
Initial Conditions
To successfully complete this exercise, you must establish the following initial conditions:
• Log on to Windchill (https://plmtrn.embraer.com.br/Windchill).
• If you are not connected to the Embraer network, enter your Embraer username and password.
• Log on to Windchill using “confcontrol01” user and password “emb”.
• Navigate to the ERJ 190 TYPE, Embraer container and start on the Folders > Upper Levels >
Engineering folder page.
* The training environment has no interface with the VPM/SAP, so there is no interaction with
the VPM/SAP. During this training the user will be simulating the environment related to the
eBOM process.
2. Select the Structure tab and select the Visualization tab to visualize the model.
4. Select Next Match to see the next part with *001* text.
1. Select the 197-96003-001 Part and select the Compare > Compare To Part Structure.
2. Select at the Right Side the version /.5 to compare with the latest version /.7 and select OK.
1. Select the TRAINING DATA SET UL and select Reports > Multi-Level BOM. This option shows an
indented list of single-level BOMs for all levels of a product structure. If a part is used more than once
at a particular level, it appears more than once.
2. Verify the report. You can see all the structure with the used versions.
4. Verify the report. You can see all the Components used at this structure.
In this module, you will learn how to create Windchill parts, transfer from Windchill to
VPM and link them. You will also learn the Part attribute set for Windchill Parts that is
used at EMBRAER.
1
Objectives
2
Create Upper Level
At Windchill the “Configuration Control” may create structures with one or more Upper
Level and may create the CI.
At Embraer the structure starts with an Upper Level part. The Upper Level is used to
organize a product into its major areas. The part type used at EMBRAER as Upper Levels
are Type 8.
All the Upper Levels are created at “ERJ 190 Type” container, subfolder Upper Levels.
To start a new structure, first create a “New Part” with “eBOM Upper Level” type.
For Experimental EO, the administrator will create the UL for test inside the container –
190 G Master Data, Embraer.
The user may be Embraer Configuration Control.
<Note> FTI Segregation of PN's in Upper Level or in Containers, are under discussion. It
will be in a future Roadmap.
<Note> For Ipanema project, read the “CT3443 – Ipanema Deck of Slides” and the
“CT3937-QRC for Ipanema” materials to learn specific Ipanema process and functions.
3
Upper Level Attributes (1/2)
Depending of the type chosen, the user must fill different attributes.
• Manually Entered: Done by the user upon Part creation or when updating a part.
• Automatically populated: Done by the system and relies on data transactions from
other systems such as SAP and VPM.
• Automatically calculated: Done by the system and uses input values from other fields
to determine the attribute value.
Attributes:
Number: PN number;
English Description: English PN description;
Portuguese Description: Portuguese PN description;
Aircraft Type: automatically populated (for example 0190);
Program Code: automatically populated (for example Embraer 190G);
List ATA 100: system code per program DSM;
DBT Code: aircraft segment;
Status: automatically populated;
Spare Parts Indicator: indicator whether the part is spare or not;
Material Category: material category, automatically populated;
Drawing Group – Category: automatically populated;
4
Origin: technological origin of the PN;
Configurable Type: make to order or make to stock indicator;
Drawing Class: drawing class per program DSM;
Aero Navigability Directives: automatically populated;
Calculated Weight: automatically calculated;
Actual Weight: automatically calculated;
Design Indicator: responsible for the PN design;
Partner Design: partner responsible for the project design;
CPL (Category Part List): indication if the part number is CPL;
Traceability Indicator: traceability type;
Embraer Code: Embraer internal material code;
MTZ Indicator: do not fill this field;
Kit Indicator: do not fill this field;
Security Code: item confidentiality;
Initial Revision: at Embraer the PN starts with the “ /” revision. Automatically
populated;
Production Indicator: responsible to manufacture the part;
Partner Production: partner responsible for the production;
After completing all attributes, select “Next” to Set the “Security Labels”.
<Note> For Ipanema project, read the “CT3443 – Ipanema Deck of Slides” and the
“CT3937-QRC for Ipanema” materials to learn specific Ipanema process and functions.
4
Upper Level Attributes (2/2)
At “Set Security Labels” tab, select the “Not Applicable” option. The “Compliance Roles”
are groups that define access restriction and this is not applicable for Multi BOM.
Select “Finish” to create the UL object.
The UL is created with “In Work” state.
<Note> For Ipanema project, read the “CT3443 – Ipanema Deck of Slides” and the
“CT3937-QRC for Ipanema” materials to learn specific Ipanema process and functions.
5
Create Configuration Item
At Windchill the “Configuration Control Team” may create structures with one or more
Upper Level and may create the CI.
A Configuration Item (CI) represents a functional element of the product
and corresponds with a configuration management point in the product
structure.
At Embraer, the eBOM Configuration Items are the Parts used to apply effectivity range.
Configuration Item of eBOM is created at “ERJ 190 Type” container, sub-folder
Configuration Item.
After created an Upper Level the user may create a CI. Using the “New Part” function
select the “eBOM Configuration Item” type.
The CI is transferred to SAP to generate ECODE.
The CI is transferred from SAP to VPM
The CI is only released though of CD and Change Notice associated, at this moment the
task is applied the effectivity eBOM is completed.
The CI used for Test Procedure must be created at the container ERJ 190 Type
The CI used for experimental must be created at the container 190 G Master Data.
<Note> All the DS and Parts are created at VPM. The Designer may create parts and DS.
<Note> The CI have only Release status in Revision, because in CI revision don´t have
“Letter Revision”, it´s have “/”, at Windchill
<Note> At VPM the CI is not released, it stays at READY.
6
<Note> For Ipanema project, read the “CT3443 – Ipanema Deck of Slides” and the
“CT3937-QRC for Ipanema” materials to learn specific Ipanema process and functions.
6
CI Attributes (1/2)
Depending of the type chosen, the user must fill different attributes.
• Manually Entered: Done by the user upon Part creation or when updating a part.
• Automatically populated: Done by the system and relies on data transactions from
other systems such as SAP and VPM.
• Automatically calculated: Done by the system and uses input values from other fields
to determine the attribute value.
Attributes:
Number: PN number;
English Description: English PN description;
Portuguese Description: Portuguese PN description;
Aircraft Type: automatically populated (for example 0190);
Program Code: automatically populated (for example Embraer 190G);
List ATA 100: system code per program DSM;
DBT Code: aircraft segment;
Status: automatically populated;
Spare Parts Indicator: indicator whether the part is spare or not;
Material Category: material category, automatically populated;
Drawing Group – Category: automatically populated;
7
Origin: technological origin of the PN;
Configurable Type: make to order or make to stock indicator;
Drawing Class: drawing class per program DSM (226);
Calculated Weight: automatically calculated;
Actual Weight: automatically calculated;
Design Indicator: responsible for the PN design;
Partner Design: partner responsible for the project design;
CPL (Category Part List): indication if the part number is CPL;
Traceability Indicator: traceability type (L – Control By Lots);
Embraer Code: Embraer internal material code;
MTZ Indicator: do not fill this field;
Kit Indicator: do not fill this field;
Security Code: item confidentiality;
Initial Revision: at Embraer the PN starts with the “ /” revision. Automatically
populated;
Production Indicator: responsible to manufacture the part (G – Ghost –
Manufactured next Assy);
Partner Production: partner responsible for the production;
Effectivity Type: type of effectivity (Basic, Model or Optional);
Position ID: Collector of DSs have the same optional; The “Position ID” must have
5 characters; The “Position ID” can be repeat for others CI(s).
Process Area: Add all applicable Process Areas by clicking on “+” sign
After completing all attributes, select “Next” to Set the Security Labels.
<Note> For Ipanema project, read the “CT3443 – Ipanema Deck of Slides” and the
“CT3937-QRC for Ipanema” materials to learn specific Ipanema process and functions.
7
CI Attributes (2/2)
At “Set Security Labels” tab, select the “Not Applicable” option. The “Compliance Roles”
are groups that define access restriction and this is not applicable for Multi BOM.
Select “Finish” to create the CI object.
The CI is created with “In Work” state.
<Note> For Ipanema project, read the “CT3443 – Ipanema Deck of Slides” and the
“CT3937-QRC for Ipanema” materials to learn specific Ipanema process and functions.
8
Transfer the UL and CI from Windchill to VPM (1/2)
When the UL and CI are created, the life cycle starts with “In Work” state.
When the object is in “In Work” state, it is not transferred to VPM. It is just at Windchill
and, if need, the user may update the attributes.
The link between UL and CI is created at Windchill and transferred to VPM. All the Upper
Level and CI updates are made at the Windchill.
To transfer the object to VPM the user must apply the “Set State” function. Set the state
to “Ready”. At this point the CI is transferred first to SAP to generate ECODE.
Before apply the Set State, the document must be in “Check In” status.
<Note> The message error: "Create Part (Value not authorized): 20523" and the
"CreatePart (Operation 'RenamePart' not authorized - process not found): 20528“ error
will appear if the UL or CI already exist at VPM.
<Note> The message error: "Some Error Occurred in update DB. Error Code: 110“ will
appear if use special Portuguese characters which are not supported by the VPM
database.
<Note> The Message Error "ERROR: The CI has components in its Part List and cannot be
integrated" will appear if the CI have a DS in its structure. This probably occurred
because the CI was created using the "Save As" command. Remove the component and
set state again.
<Note> These errors messages come from VPM systems, and the Integration only show
9
them.
<Note> For Ipanema project, read the “CT3443 – Ipanema Deck of Slides” and the
“CT3937-QRC for Ipanema” materials to learn specific Ipanema process and functions.
9
Transfer the UL and CI from Windchill to VPM (2/2)
After changing the state to “Ready” the VPM status is null and the State is “Pre Ready”.
The “Pre Ready” is used to support the Interface transfer and lock user interactions.
Select “F5” to update the information at the screen. The update may last until two
minutes, it depends on VPM and Open PDM connection.
During processing activities for the system (WdC, SAP, VPM) by OPEN PDM, if the system
falls, the IT team receives an automatic email about the system failure, and all activities
are on a waiting list, waiting the process back to normal, this behavior is managed by
"Soft-Stopped"
The User is with activity in TRANSFER READY, realizing that this transition is slower while
the process ends.
<Note>In some cases the system may presents instabilities. In some of these situations
Part Numbers stay on systemic status (intermediate) and is necessary to change the
status manually by admin. Embraer requested an enhancement to set automatically the
10
soft-stop in case of system down exceptions. This topic is in discussion.
<Note> For Ipanema project, read the “CT3443 – Ipanema Deck of Slides” and the
“CT3937-QRC for Ipanema” materials to learn specific Ipanema process and functions.
10
Edit Attributes UL and CI
The “Edit” function show the Basic Attributes and the OOTB (Out Of The Box) Attributes.
Before selecting “Edit”, the user must apply the “Check Out” at the PN.
After editing, the user must select “Check In”.
These fields may be edited at “In Work” and “Ready” state.
The “Usage Attributes” are accessed only after created a link between the PNs.
Before select “Edit”, the user must apply the “Check Out” at the PN.
After editing, the user must select “Check In”.
These fields may be edited at “In Work” and “Ready” state.
The “Position ID” of the CI can be edited in “In Work”, “Ready” , “Released” and “In
Revision” status.
At “Edit Usage Attributes” dialog box, the user must not edit the “Unit” field.
<Note> For Ipanema project, read the “CT3443 – Ipanema Deck of Slides” and the
“CT3937-QRC for Ipanema” materials to learn specific Ipanema process and functions.
11
Rename UL and CI
<Note> For Ipanema project, read the “CT3443 – Ipanema Deck of Slides” and the
“CT3937-QRC for Ipanema” materials to learn specific Ipanema process and functions.
12
Delete UL and CI
The “Configuration Control” just can delete de UL and CI at “In Work” state.
The “Administrator” may delete the UL an CI at any state.
<Note> For Ipanema project, read the “CT3443 – Ipanema Deck of Slides” and the
“CT3937-QRC for Ipanema” materials to learn specific Ipanema process and functions.
13
Edit Attributes - Administrator (1/3)
14
Edit Attributes - Administrator (2/3)
After doing the changes, the “Administrator” must import this spreadsheet. Select
“Actions > Import from Spreadsheet”.
At “Import from Spreadsheet” dialog box the Administrator must load the excel file.
At Attributes he may select “Update Only” to update the information and select “Next”.
The next dialog box will do a validation. If the attributes are Ok then the Validation is
Succeeded.
Select “Finish”.
15
Edit Attributes - Administrator (3/3)
To update this information at SAP, the “Administrator” must select all the Parts, then
select “Actions > Edit Multiple Objects” and select “Check In”.
You can see the a new iteration of the Part.
16
© 2014 PTC Module 3
Module 3
Creating and Managing Upper Level and
CIs in an eBOM
Scenario
In this exercise, you take the role of a configuration control and create UL in order to create parts of
eBOM structure and transfer to VPM.
Initial Conditions
To successfully complete this exercise, you must establish the following initial conditions:
• Log on to Windchill (https://plmtrn.embraer.com.br/Windchill).
• If you are not connected to the Embraer network, enter your Embraer username and password.
• Log on to Windchill using “confcontrol01” user and password “emb”.
• Navigate to the ERJ 190 Type container and starts on the Folders > Upper Level > Engineering
folder page.
* The training environment has no interface with the VPM/SAP, so there is no interaction with
the VPM/SAP. During this training the user will be simulating the environment related to the
eBOM process.
2. Select eBOM Upper Level and fills all the requested attributes. Fill the Number attribute with your
name and today’s date. Example: UL_YourName_Date_001.
Number: UL_Treino_YourName;
Partner Production:00000-Embraer
5. Do the steps 1 to 5 to create a new UL, but this time fill the attributes as shown below:
Number: UL_Treino_YourName_002
1. Select the UL_Treino_YourName with the third button of the mouse and apply the Set State to
change the state from In Work to Ready.
2. Select OK to close the Set State dialog box and select F5 to update the state. The Upper Level (UL)
with state Ready is transferred from Windchill to VPM.
The training environment does not have any connection with the VPM or SAP. So, after select OK, you
will see the status as Pre Ready. This status is the transfer status, the Windchill is communicating with
the other software. At production environment the state changes to Pre Ready for Ready automatically.
To simulate the Ready status at training environment, log on as user: plmtrn and password: plmtrn,
apply the Set State again and select Ready again.
3. You will see the document with the status Ready. Do the steps 1 to 2 for the
UL_Treino_YourName_002.
Scenario
In this exercise, you take the role of a configuration control and create CI in order to create parts of
eBOM structure and transfer to VPM.
Initial Conditions
To successfully complete this exercise, you must establish the following initial conditions:
• Completed Exercise 1 of this module.
• Log on to Windchill (https://plmtrn.embraer.com.br/Windchill).
• If you are not connected to the Embraer network, enter your Embraer username and password.
• Log on to Windchill using “confcontrol01” user and password “emb”.
• Navigate to the ERJ 190 Type container and starts on the Folders > Configuration Item >
Engineering folder page.
* The training environment has no interface with the VPM/SAP, so there is no interaction with
the VPM/SAP. During this training the user will be simulating the environment related to the
eBOM process.
2. Select eBOM Configuration Item and fills all the requested attributes. Fill the Number attribute with
your name and today’s date. Example: CI_YourName_Date_001.
Number: CI_Treino_YourName;
1. Select the CI_Treino_YourName with the third button of the mouse and apply the Set State to change
the state from In Work to Ready.
2. Select OK to close the Set State dialog box and select F5 to update the state. The Configuration Item
(CI) with state Ready is transferred from Windchill to VPM.
The training environment does not have any connection with the VPM or SAP. So, after select OK, you
will see the status as Pre Ready. This status is the transfer status, the Windchill is communicating with
the other software. At production environment the state changes to Pre Ready for Ready automatically.
To simulate the Ready status at training environment, log on as user: plmtrn and password: plmtrn,
apply the Set State again and select Ready again.
In this module, you will learn how to create eBOM product structure.
1
Objectives
2
Building Product Structures
Product Structure Browser enables you to modify the existing product structure by
adding and removing objects, and also by editing the attribute values associated with
existing objects.
The “Structure” tab on the part information page contains tools for displaying and
editing the part structure.
The part structure pane is located on the Structure tab beneath the command ribbon on
the left side of the part information page. It contains an indented hierarchy of parts
representing the structure of a product.
The “Editing” group that appears under the “Structure” tab on a part information page
provides the following actions:
• Insert an existing part into the structure.
• Insert one new part (CI or UL) into the structure.
• Insert multiple new parts (CI or UL) into the structure.
• Remove a part (CI or UL) from the structure.
• Edit a part (CI or UL) in the structure.
The “Uses” tab displays the parts that are used by the part selected in the structure
pane. In a three pane display, the “Uses” tab is in the bottom pane. From this tab, you
can perform actions such as inserting new and existing parts and modifying attributes on
the parent/child association between parts.
<Note> For Ipanema project, read the “CT3443 – Ipanema Deck of Slides” and the
3
“CT3937-QRC for Ipanema” materials to learn specific Ipanema process and functions.
3
Create UL-UL or CI-UL Link (1/3)
At Embraer the structure starts with an UL and below it you may link another UL or a CI
part. At Windchill the “Configuration Control” Team may create the
links between UL and UL or UL and CI.
The user may use the “Uses” tab to insert parts (CI and UL) at the structure too using the
“Insert Existing” field and write the CI or UL number.
At the Structure tab you may see the structure created UL – CI.
The CI used for Test Procedure or experimental will not be linked at the product
structure.
It must be linked in a separated collector (Upper Level – Collector EO Experimental) at
container 190 G Master Data, CI for test – ERJ 190 Type.
<Note> For Ipanema project, read the “CT3443 – Ipanema Deck of Slides” and the
“CT3937-QRC for Ipanema” materials to learn specific Ipanema process and functions.
4
Create UL-UL or CI-UL Link (2/3)
When creating a structure, the user must apply the “Check In” to finish the edition and
to update the structure at VPM.
Select “F5” to update the information at the screen. The update may last until two
minutes, it depends on VPM and Open PDM connection.
<Note> Please, attention to the VPM status. It informs if the activity was successful and
the data was sent to VPM.
<Note> At Structure tab, if the user start to add a PN at the Structure, fill the Usage
Attributes and select Cancel, the user must select "F5" (refresh) to update the page
before apply the Check-In. If the user did not select "F5" and select the Check In a
message error will appear: "Can not ready properly ‘tM‘ of null". To correct it select "F5"
and select Check In.
<Note> For Ipanema project, read the “CT3443 – Ipanema Deck of Slides” and the
“CT3937-QRC for Ipanema” materials to learn specific Ipanema process and functions.
5
Create UL-UL or CI-UL Link (3/3)
If the Upper Level is in state “Completed” the user can not add a CI or UL link at the
Structure.
If the user try to add a CI or UL an message will appear: “Operation failed because the
user did not have the necessary permission on the following objects to perform the
operation”.
If the user must edit the Upper Level, he needs to start a “New Promotion Request”
process.
<Note> For Ipanema project, read the “CT3443 – Ipanema Deck of Slides” and the
“CT3937-QRC for Ipanema” materials to learn specific Ipanema process and functions.
6
Update UL and CI Attributes
If the UL or CI attributes need to be updated the user must pay attention at the state.
We have two options to update the part depending on its state.
7
If the part is in “Complete” the user must start a workflow process applying the “New
Promotion Request”.
<Note> For Ipanema project, read the “CT3443 – Ipanema Deck of Slides” and the
“CT3937-QRC for Ipanema” materials to learn specific Ipanema process and functions.
7
Delete UL-UL or UL-CI Link
The “Configuration Control” or “Admin” may delete the link between the UL-UL or UL-CI
if the state is in “Ready”, if the state is in “Completed” a “New Promotion Request” is
required.
To create a “New Promotion Request” the user must select with the third button of the
mouse the UL, select “New” and “New Promotion Request”. This will be explained in a
specific course about the change process.
To delete the link select the CI or UL with the third button of the mouse and select
“Remove”.
The link between the CI-DS and the link between the Lower Level and DS are made at
VPM. If necessary, these links must be removed at VPM.
<Note> For Ipanema project, read the “CT3443 – Ipanema Deck of Slides” and the
“CT3937-QRC for Ipanema” materials to learn specific Ipanema process and functions.
8
New Promotion Request (1/3)
If the Upper Level must be edited and is in state “Completed”, the user must start a
workflow process applying the “New Promotion Request”.
This option start a process where the approver will approve the request to edit the
Upper Level.
Selecting the Upper Level with the right button of the mouse, select “New > New
Promotion Request”.
At “New Promotion Request” dialog box fill the “Description” and select “Next”.
9
New Promotion Request (2/3)
At “Select Promotion Objects” you can see the Upper Level that will be edited.
Select “Next” to define the approver.
At “Select Participants” select the approver.
Select “Finish”.
At Folder content you can see the “New Promotion Request” created.
The approver will receive a task to approve or not your request.
10
New Promotion Request (3/3)
11
© 2014 PTC Module 4
Module 4
Building eBOM Product Structures
Scenario
In this exercise, you take the role of a Configuration Control and add CI to UL, UL to UL and change the
state to complete.
Initial Conditions
To successfully complete this exercise, you must establish the following initial conditions:
• Completed Exercise 1 and 2 of the module 03.
• Log on to Windchill (https://plmtrn.embraer.com.br/Windchill).
• If you are not connected to the Embraer network, enter your Embraer username and password.
• Log on to Windchill using “confcontrol01” user and password “emb”.
• Navigate to the ERJ 190 Type container and starts on the Folders page.
* The training environment has no interface with the VPM/SAP, so there is no interaction with
the VPM/SAP. During this training the user will be simulating the environment related to the
eBOM process.
1. To create the link between the UL and CI you must access the structure tab of the part that will receive
the link, in this case the UL. Open the UL_Treino_YourName_002 View Information page.
2. The link is created at the Structure tab. Select the Structure tab.
3. Select Insert Existing to create the link with the CI. The Upper Level changes to Check Out
automatically.
1. At the UL Structure tab select Actions > Check In to end the modification.
2. Select F5 to update the state to Complete. The link between the CI and UL is transferred from
Windchill to VPM.
3. You can see the state as Transfer Ready, because the training environment does not have any
interface to VPM or SAP. To simulate the state Complete, log on as user: plmtrn and password:
plmtrn.
1. Log on as confcontrol01 to create the link between the UL and UL. You must access the structure tab
of the part that will receive the link, in this case the UL 01. Open the UL_Treino_YourName View
Information page.
2. The link is created at the Structure tab. Select the Structure tab.
3. Select Insert Existing to create the link with the UL. The Upper Level changes to Check Out
automatically.
1. At the UL Structure tab select Actions > Check In to complete the modification.
2. Select F5 to update the state to Complete. The link between the UL and UL is transferred from
Windchill to VPM.
3. You can see the state as Transfer Ready, because the training environment does not have any
interface to VPM or SAP. To simulate the state Complete, log on as user: plmtrn and password:
plmtrn.
In this module, you will learn how to work with electrical PNs at Windchill.
1
Objectives
2
How to identify if PN is a Harness?
VPM requires all T1/T2 are MTS for E2- so Harness parts will be created as MTS for
eBOM.
<Note> In the link between Harness and -2xx on VPM is not necessary to include the
Position and Zone.
<Note> During the Wiring PN creation and Harness PN creation, the user must fill the
“List ATA 100” field, but must not fill with “ATA 000-00-00”. If the user add this value at
“List ATA 100”, an error will occur at EES. The EES does not recognize this value.
3
<Note> During the EO creation, for Wiring and Harness PNs, the user must fill the “List
ATA 100” field, but must not fill with “ATA 000-00-00”. If the user add this value at “List
ATA 100”, an error will occur at EES. The EES does not recognize this value.
3
Wiring Diagram Process
Wiring Diagram, WDL, SBL (Service Bulletin List) or HL are created by user first on Windchill and
transferred to SAP by automatic integration started by user. They are created as documents at Windchill.
Integration between EES, IGE-XAO and SAP maintained As-Is.
EES is the owner of Wiring Diagram, WDL, SBL and HL Structure and transfer this structure to SAP only.
General Process:
1 – The Wiring Diagram, WDL, SBL and HL are created at Windchill with “In Work” state;
The user must change the state to “Ready”. At this point the object is transferred to SAP. At SAP the
Wiring Diagram, WDL, SBL and HL are PNs.
The SAP create the eCODE and send it to Windchill.
2 – For the EES consume the Wiring PN, these PNs must be released by the EO process.
At Windchill the user creates a EO. Inside the EO the user creates a Change Activity (CA) for each
document (Wiring Diagram, WDL, SBL and HL).
The EO is created at SAP automatically.
3 – User submit the EO for approval.
Once approved, EO is transferred to SAP with Wiring Diagram, WDL, SBL and HL as Affected PNs.
4 – If the EO is approved, the Wiring Diagram, WDL, SBL and HL are available to be used at EES.
The user consume the PNs available at SAP.
User finish development of Wiring Diagram, WDL, SBL and HL in the EES.
5 – The CAs with Wiring Diagram, WDL, SBL and HL are released only at Windchill.
6 - At EES the user will structure the PNs. This structure is transferred back to SAP.
7 – To release the Wiring Diagram, WDL, SBL and HL at SAP the user must release the PN at EES. After
release at EES the PN is released at SAP.
<Note> During the Wiring PN creation and Harness PN creation, the user must fill the “List ATA 100” field,
but must not fill with “ATA 000-00-00”. If the user add this value at “List ATA 100”, an error will occur at
EES. The EES does not recognize this value.
4
<Note> During the EO creation, for Wiring and Harness PNs, the user must fill the “List
ATA 100” field, but must not fill with “ATA 000-00-00”. If the user add this value at “List
ATA 100”, an error will occur at EES. The EES does not recognize this value.
4
Create Wiring Document (1/2)
The Designer create the Wiring document at Windchill at 190G – Final Assy – Harness –
FTI Inst container.
Each document shall be created under the proper document folder under Electrical
Engineering folder.
The Wiring (Wiring Diagram, WDL, SBL or HL) are create at Windchill as Documents.
<Note> During the Wiring PN creation and Harness PN creation, the user must fill the
“List ATA 100” field, but must not fill with “ATA 000-00-00”. If the user add this value at
“List ATA 100”, an error will occur at EES. The EES does not recognize this value.
5
Create Wiring Document (2/2)
In the uBOM, Embraer have the DIP box for the Wiring Diagram PNs connected to a top
of Master Data.
For multiBOM, the user can add these information at “Set Attachments” tab.
Select “Finish”.
The Wiring Document is created at “In Work” status.
<Note> During the Wiring PN creation and Harness PN creation, the user must fill the
“List ATA 100” field, but must not fill with “ATA 000-00-00”. If the user add this value at
“List ATA 100”, an error will occur at EES. The EES does not recognize this value.
6
Transfer to SAP
After creating the Wiring Document, the Designer must transfer it to SAP.
At SAP the document is recognized as a PN.
The Wiring Document is created at “In Work” state. Apply “Set State” to move to
“Ready” state and transfer it to SAP.
When the Designer set the state to “Ready”, the Wiring Document is transferred to SAP
as a PN.
7
Module 05
Managing Lower Level eBOM - Wiring
and Harness
Exercise 1: Create Wiring Document and Transfer to SAP
Objectives
After successfully completing this exercise, you will be able to:
• Create the wiring document;
• Transfer to SAP;
Scenario
In this exercise, you will create a wiring document.
Initial Conditions
To successfully complete this exercise, you must establish the following initial conditions:
• Log on to Windchill (https://plmtrn.embraer.com.br/Windchill).
• If you are not connected to the Embraer network, enter your Embraer username and password.
• Log on to Windchill using “designer01” user and password “emb”.
• Navigate to the 190G - Final Assy - Harness - FTI Inst, Embraer container and starts on the
Documents->Engineering->Electrical Engineering Folder page.
* The training environment has no interface with the VPM/SAP, so there is no interaction with
the VPM/SAP. During this training the user will be simulating the environment related to the
eBOM process.
Task 1: Create Wiring Document
5. Select Finish.
Task 2: Send to SAP
1. Select the PN with the right button of the mouse and select Set State.
4. The training environment does not have interface to SAP, so the status at this environment
appears as Pre Ready.
In this module, you will learn how to create and manage Lower Level PNs at Embraer.
1
Objectives
2
Create DS for Test Procedure - EBOM
The Test Procedure is created on eBOM structure to provide test requirements for
Product Engineering and Manufacturing Engineering area of E2 Embraer Program.
The user have to create a DS (eBOM Design Solution) for ETPP in WdC as “Embraer
System Engineering” role.
This part shall be created in Embraer parts from Windchill subfolder, located in 190G
Forward Fuselage (in this example), Embraer container, where option “Embraer Design
Solution” template is available.
There is a symbolism which shows Test Procedure Part “eTPP” and Test Procedure
Document “eTPD”.
eTPP needs to have Embraer ECODE.
<Note:> For Test Procedure purposes its possible to use eBOM Design Solution types 1
or 7 (installation).
3
Create Document for Test Procedure - eBOM
After creating the ETPP, the user shall create a Document for test procedure – ETPD
The user have to create a Document for test procedure as “Embraer System
Engineering” role.
In “Related Objects” tab of the DS – ETPP, the user can create the ETPD in “ Described by
Document “
The user can ADD or Create New.
The ETPD shall be created as “General EMB Document” type Test Procedure.
The ETPD may have some files attached, URL Link or External Storage, but when the
ETPD is created inside of the ETPP it´s associated automatically.
4
Associate Document for Test Procedure - eBOM
The Windchill allows the user associate the ETPD inside ETPP
5
Create Link CI-DS for Test Procedure - eBOM (1/2)
The User must create CI within the Windchill through the Embraer Configuration Control
role at ERJ 190 Type, container.
Once the CI is created, the User must add the DS-eTPP on “Related Objects” tab in
“Design Solution” table, this operation can only happen within the Windchill
environment in 190 Type Container.
<Note> The eBOM CI and DS-eTPP linked shall be applied the same Effectivity rule eBOM
CI-DS.
<Note> A DS ETP T7 must be linked to both a mBOM CI T8 and an eBOM CI.
6
Create Link CI-DS for Test Procedure - eBOM (2/2)
This way the CI is ready to be released, so the user can apply the same Release rules.
7
Module 6
Managing Lower Level eBOM PNs
Test Procedure
Exercise 1: Create Test Procedure (eTPP) and Test Procedure Doc
(eTPD)
Objectives
After successfully completing this exercise, you will be able to:
• Create the DS for Test Procedure;
• Create the Doc for Test Procedure;
• Link the ETPP with ETPD;
Scenario
In this exercise, you can create Part and Doc for Test
Initial Conditions
To successfully complete this exercise, you must establish the following initial conditions:
• Log on to Windchill (https://plmtrn.embraer.com.br/Windchill).
• If you are not connected to the Embraer network, enter your Embraer username and password.
• Log on to Windchill using “systemeng01” user and password “emb”.
• Navigate to the 190G - Forward Fuselage, Embraer container and starts on the Folder page.
* The training environment has no interface with the VPM/SAP, so there is no interaction with
the VPM/SAP. During this training the user will be simulating the environment related to the
eBOM process.
Task 1: Create DS for Test Procedure
3. Fill Number (ETPP-YOURNAME) fill in the other fields in accordance with the requirements.
4. Select Next
5. Select Set Security Labels
6. Select No for ITAR and Not Applicable for Security Control
7. Select Finish
Task 2: Create the Test Procedure Doc (ETPD)
13. Select Set Attachments, the users can attach any documents.
14. Select Finish
15. The ETPD is linked with DS ETPP
16. Select Action and Check in.
Scenario
In this exercise, if necessary the user can update ETPP and ETPD.
Initial Conditions
To successfully complete this exercise, you must establish the following initial conditions:
• Log on to Windchill (https://plmtrn.embraer.com.br/Windchill).
• If you are not connected to the Embraer network, enter your Embraer username and password.
• Log on to Windchill using “systemeng01” user and password “emb”.
• Navigate to the 190G - Forward Fuselage, Embraer container and starts on the Folder page.
• The DS ETPP and ETPD must be created.
* The training environment has no interface with the VPM/SAP, so there is no interaction with
the VPM/SAP. During this training the user will be simulating the environment related to the
eBOM process.
Task 1: Update Test Procedure IN Work state
While the DS ETPP will be IN Work state, the User may define several changes, as:
Delete;
Create or Add other Documents;
Apply Check Out and Edit.;
1. Select with right button of the mouse the Check Out and Edit.
2. Change the English Description and Portuguese Description adding the text “Change”
3. Select Check In and OK.
4. See the ETPP updated.
Scenario
In this exercise, you take the role of a configuration control to create the eBOM Test Procedure.
Initial Conditions
To successfully complete this exercise, you must establish the following initial conditions:
• Log on to Windchill (https://plmtrn.embraer.com.br/Windchill).
• If you are not connected to the Embraer network, enter your Embraer username and password.
• Log on to Windchill using “confcontrol01” user and password “emb”.
• Navigate to the ERJ 190 Type, Embraer container and starts on the Folder > Configuration Item >
Engineering folder page.
• The user must have DS ETPP created
* The training environment has no interface with the VPM/SAP, so there is no interaction with
the VPM/SAP. During this training the user will be simulating the environment related to the
eBOM process.
Task 1: Create the CI for Test Procedure
In this module, you will learn how to manage eBOM lower level at Windchill.
1
Objectives
• Design Solution
• Drawing Sheet
• Flex Parts
• Flex Filter
• PE/PNE parts process in Windchill
• Reuse process in Windchill
• RME Part Process in Windchill
• Edit Attributes at VPM
2
Design Solution
With this new process, for E2 program, the VPM communicates with WdC and it communicates
with SAP. Windchill orchestrates all info related to Change Management.
All the Embraer work process inside the VPM will not change.
The Design Solution is created at VPM as Type 1 (T1). The user apply the trigger “Set Maturity”
to communicate VPM with Windchill.
With the trigger “Set Maturity” the DS is transferred to Windchill.
All the parts are created at VPM. The link between the part and DS is created at VPM too.
Applying the trigger “Set Maturity” the structure is transferred to Windchill.
The user may link different DSs at one CI at the same time, he do not need to create the link one
by one.
The user may link the same DS at more than one CI at the same time, he do not need to create
the link one by one.
All the Part information (number, type, description, ATA code, origin, DBT, weight, etc) and the
link information (position, zone, DUMP, FTI, notes, etc) are transferred from VPM to Windchill.
Talking about the Instantiation:
DS instantiation in CI: When the user turn on the CI-DS, it should apply the instantiation at
connect time, this action will be done in VPM.
<Note> At Windchill, the Parts are visualized in a light-weight format and this feature enables
easy access from Anywhere through a browser.
<Note> For the PNs that have 3D: the VPM will put the quantity that reflect at the 3D, but, at
DUMP, put the unit value, for cases that the size is the same in all 3D "sectors”. When there are
different values in spa<al posi<ons, put the average.
<Note> if the User does not instantiate at connect time, and if the CI is released, it will not be
possible to edit the value of instantiation. To edit, the user shall trigger the support.
<Note> For Ipanema project, read the “CT3443 – Ipanema Deck of Slides” and the “CT3937-QRC
for Ipanema” materials to learn specific Ipanema process and functions.
3
Drawing Sheet
<Note> For Ipanema project, read the “CT3443 – Ipanema Deck of Slides” and the
“CT3937-QRC for Ipanema” materials to learn specific Ipanema process and functions.
4
Flex Parts (1/2)
This object type FLEX is created at VPM to support the ability to have different
visualization for the same part number.
<Note> For Ipanema project, read the “CT3443 – Ipanema Deck of Slides” and the
“CT3937-QRC for Ipanema” materials to learn specific Ipanema process and functions.
5
Flex Part (2/2)
Once the structure was created in VPM and sent to the WdC, the integration
automatically create the eBOM structure:
At Windchill, all FLEX instances are transferred with the same part number of the VPM
adding (_FLEXxxx);
The integration create a “Fake” part number adding “_1” to build the corresponding
instance 1 when the instance 1 part is used in VPM as part of the visualization.
The Flex Part are released automatically on VPM when the PN “Instance 1” is released.
To learn how to release a PN, ready the material “EMBRAER Windchill 10.2 Design
Change Management and Release”.
<Note> For Ipanema project, read the “CT3443 – Ipanema Deck of Slides” and the
“CT3937-QRC for Ipanema” materials to learn specific Ipanema process and functions.
6
Part List Filter
The user can visualize the structure with all the parts including ARM, MBD and Flex, or
can filter the structure to visualize only the Part List.
To do that select the Structure tab, Saved Filter > Part List.
If the Part List filter did not appear, select Manage Filters and select “Show” for the Part
List filter.
At Uses tab, the user can visualize all the parts form the current structure. With the Part
List filter applied, the user will see only the part list information.
<Note> When applying any type of filter, the visualization will corresponding the filter
that was applied. To visualize the completed structure, select System Default filter
option.
7
PE/PNE Part Process
<Note> For Ipanema project, read the “CT3443 – Ipanema Deck of Slides” and the
“CT3937-QRC for Ipanema” materials to learn specific Ipanema process and functions.
8
Reuse Process
9
RME Part Process
<Note> For Ipanema project, read the “CT3443 – Ipanema Deck of Slides” and the
“CT3937-QRC for Ipanema” materials to learn specific Ipanema process and functions.
10
RME Part with Alternative PN
The user create an alternate PN on SAP and then this PN may be accessed on Windchill.
The user that create on SAP system is Embraer Engineering.
11
© 2014 PTC Module 7
Module 7
Managing Lower Level eBOM PNs
Flex, PE/PNE, RME, Reuse
Scenario
In this exercise, you can hide some parts through Saved Filters.
Initial Conditions
To successfully complete this exercise, you must establish the following initial conditions:
• Log on to Windchill (https://plmtrn.embraer.com.br/Windchill).
• If you are not connected to the Embraer network, enter your Embraer username and password.
• Log on to Windchill using “confcontrol01” user and password “emb”.
• Navigate to the ERJ 190 Type, Embraer container and starts on the Folder page.
* The training environment has no interface with the VPM/SAP, so there is no interaction with
the VPM/SAP. During this training the user will be simulating the environment related to the
eBOM process.
2. Select Structure tab and expand all structure. (see some parts to filter)
1
Objectives
2
SPD from VPM
The SPD parts are specification drawings created to be used for procurement, and after supplier
selection, they are replaced by purchased parts in Embraer manufactured part list.
The steps to create and edit the SPD PN is the same of the other Lower Level PNs.
To create the SPD PN, the designer, at VPM, create a PN with the attribute “Drawing Class” equal
to “617”.
Designer sets eBOM SPD Design Part (T1-“assy” or T2) object to status “SAP Ready” in VPM.
The eBOM SPD Design Parts (T1-“assy” or T2) with status “SAP Ready” will be transfer during the
integration process from VPM to Windchill and from Windchill to SAP to get the ECODE.
The SPD is transferred to Windchill with “Ready” state.
The SPD PN can have SPD children and the part list may send to SAP (Not relevant for production
– position=> 90000)
The SPD part is linked as children in a manufactured part list
If the creation not succeeded in SAP:
• Item is not created in SAP;
• Item returns to status "In Work" in VPM;
• Error Status Message received from SAP Interface.
To learn how to release a PN, ready the material “EMBRAER Windchill 10.2 Design Change
Management and Release”.
The system allow releasing of an SPD part with SPD children in part list.
<Note> When the Partners create the SPD part, this part need to be created in Partner specific
folder.
<Note> For Ipanema project, read the “CT3443 – Ipanema Deck of Slides” and the “CT3937-QRC
for Ipanema” materials to learn specific Ipanema process and functions.
3
Create link SPD-RME
To create the link between the SPD and RME, the SPD should be in Released state, as
best practice.
The SPD follow the same releasing process as other PNs.
Ready the “EMBRAER Windchill 10.2 Design Change Management and Release” material
to learn how to release a PN.
The “Embraer Designer”, “Embraer Drawing Responsible Engineer” and “Embraer System
Engineer” can create and remove this link.
<Note> The link shall be done opened SPD part and adding RME part as alternate,
“never” add the SPD part as alternate in the RME selected
<Note> Make sure to add the RME part as one way.
<Note> The link can be created only after the SPD is in released state.
4
Generate SPD Report
The SPD Report can be generated at any moment, where the user can see all displayed field
To verify these information, the user can create a report at Windchill:
• Log in to Windchill and Navigate to Reports area, under any available project.
• Navigate to Engineering folder and open/view the "SPDs" report.
• Select all columns and generate the report.
The SPD Part State shown the column state (Released, Ready, In Work…).
The RME Link Status column shows if link exist (YES or NO).
The RME part linked to SPD part and other complementary information about the SPD part
The Product Engineering, Manufacturing Engineer and Purchase Area can verify all the SPD in order to
proceed with necessary actions, such as :
- Designer : Release part to turn it available for procurement
- Purchase area : uses the SPD drawing to search part in market and select supplier
- Designer or system engineer : link RME part to SPD part in Windchill (after supplier part defined)
- Designer : replaces SPD part by RME in eBOM next assemblies
The SPD part, containing a list with all related attributes to generate SPD Report:
- SPD Part Number;
- SPD Embraer Code;
- English Description;
- Portuguese Description;
- List ATA 100;
- Design Indicator;
- DBT Code;
- SPD Part State;
- RME Link Status;
- RME Part Number;
- SPD Created;
- SPD Last Modified;
<Note> The Purchase Area must have the SPD part released on SAP, to send the information for Suppliers,
it is done using an special command in WdC to release SPD part in SAP, it will be showed hereafter
5
Create ICD/BD at VPM
The ICD/DB part is an object that is created on VPM and transferred to WDC and SAP to generate
ECODE.
To create the ICD/BD part, the user needs to have “Designer” role. All ICD/BD parts are created
on “ 190 G Master Data Embraer ” container, inside sub folders, one for ICD Parts and other for
BD Parts on Windchill.
The ICD/BD part are PN Types 1 Sub-Assy or Type 2 Primary Part, only.
The ICD can be Created and Revised by Embraer.
Embraer designer uses VPM function “Send Context To” to involve a partner on an ICD part.
ICD/BD part shall not contain components (except models) and it shall be controlled by process.
The ICD/BD part do not need a next assembly on WDC / SAP to be released.
ICD Part Drawing codes are: 214, 714 or 814 (Mandatory).
BD Part Drawing code is: 218 (Mandatory).
<Note> The ICD/BD Part is created on SAP in status “Not Released”
<Note> When the Partners create the ICD part, it’s created in Partner specific folder.
<Note> For Ipanema project, read the “CT3443 – Ipanema Deck of Slides” and the “CT3937-QRC
for Ipanema” materials to learn specific Ipanema process and functions.
6
Link Technical Reports at ICD
The ICD Parts (Interface Control Drawing) needs to have a ICD document (Interface
Control Document) that is Technical Report.
To add the ICD Document, the user have to be “Designer” role.
The ICD Parts have to be in status “Ready” to add a Technical Report document, this
action happen in “Related Objects tab >> Revision Child Objects.”
7
Generate ICD Report
The ICD Report can be generated at any moment, where the user can see all displayed
field
To verify these information, the user can create a report at Windchill:
• Log in to Windchill and Navigate to Reports area, under any available project.
• Navigate to Engineering folder and open/view the “ICD" report.
• Select all columns and generate the report.
The ICD Part shown the column state (Released, Ready, In Work…).
The Product Engineering, Manufacturing Engineer and Purchase Area can verify all the
ICD in order to proceed with necessary actions, such as :
The ICD part, containing a list with all related attributes to generate ICD Report :
- ICD Part Number;
- ICD Part Ecode;
- ICD Part Description;
- ICD Part Type;
- ICD Drawing Class;
- ICD Part status;
- ICD Document Number;
- ICD Document Description;
- ICD Document Status;
- ICD Part Location;
- ICD Document Type;
The user can export the Report for different files extension
8
2014 PTC Module 8
Module 8
Managing Lower Level eBOM PNs
SPD and ICD
Scenario
In this exercise, you take the role of a system engineer and create a SPD report to verify which SPD are
already linked to RME.
Initial Conditions
To successfully complete this exercise, you must establish the following initial conditions:
• Log on to Windchill (https://plmtrn.embraer.com.br/Windchill).
• If you are not connected to the Embraer network, enter your Embraer username and password.
• Log on to Windchill using “systemeng01” user and password “emb”.
• Navigate to the 190G – Master Data, Embraer container and starts on the Report page.
* The training environment has no interface with the VPM/SAP, so there is no interaction with
the VPM/SAP. During this training the user will be simulating the environment related to the
eBOM process.
1. Select the 190G – Master Data, Embraer container and select Report page.
3. At Report Builder dialog box (Criteria), select the attributes that you want :
Scenario
In this exercise, you take the role of a system engineer to create the link between the SPD and RME PN.
Initial Conditions
To successfully complete this exercise, you must establish the following initial conditions:
• Log on to Windchill (https://plmtrn.embraer.com.br/Windchill).
• If you are not connected to the Embraer network, enter your Embraer username and password.
• Log on to Windchill using “plmtrn” user and password “plmtrn”.
• Navigate to the 190G – Master Data, Embraer container and starts on the Folder > SPD folder page.
* The training environment has no interface with the VPM/SAP, so there is no interaction with
the VPM/SAP. During this training the user will be simulating the environment related to the
eBOM process.
1. To simulate the SPD at Released state, you will apply the save as at an existing SPD and will
apply the Set State to change the state to Released. Remember, this is only for the exercise, at
Embraer the PN is released by BR, BRS or EO process.
2. Select the PN SPD-EBOMT1-001 with the right button of the mouse.
3. Select Save As.
Scenario
In this exercise, you take the role of a system engineer and create an ICD report.
Initial Conditions
To successfully complete this exercise, you must establish the following initial conditions:
• Log on to Windchill (https://plmtrn.embraer.com.br/Windchill).
• If you are not connected to the Embraer network, enter your Embraer username and password.
• Log on to Windchill using “systemeng01” user and password “emb”.
• Navigate to the 190G – Master Data, Embraer container and starts on the Report page.
* The training environment has no interface with the VPM/SAP, so there is no interaction with
the VPM/SAP. During this training the user will be simulating the environment related to the
eBOM process.
1. Select the 190G – Master Data, Embraer container and select Report page.
3. At Report Builder dialog box (Criteria), select the attributes that you want :
Scenario
In this exercise, you can create a Link between ICD Part to Tech Report
Initial Conditions
To successfully complete this exercise, you must establish the following initial conditions:
• Log on to Windchill (https://plmtrn.embraer.com.br/Windchill).
• If you are not connected to the Embraer network, enter your Embraer username and password.
• Log on to Windchill using “plmtrn” user and password “plmtrn”.
• Navigate to the 190G – Master Data, Embraer container and starts on the Folder > ICD folder page.
* The training environment has no interface with the VPM/SAP, so there is no interaction with
the VPM/SAP. During this training the user will be simulating the environment related to the
eBOM process.
1. Select ICD-Your_Name with right button of the mouse and select Save As.
2. In Common Space Save As dialog box, add new name (Your_Name).
3. Select OK.
4. Select ICD-Your_Name with right button of the mouse and select Set State.
5. In Set State dialog box, select Ready state in Target State table.
6. Select OK.
7. You can see the ICD as Pre Ready because the training environment does not have any
interface with SAP or VPM.
8. Apply the Set State > Ready again.
Note: The ICD Part must be in Ready state.
1. Log on as user: designer01 and password: emb. Select View Information of the
ICD-Your_Name.
2. Select Related Objects tab and Revision Child Objects table.
3. Select Add Existing Objects to add the Tech Report.
4. In Find Object dialog box, select Tech-Rep-Training on Name field and Search.
5. Select OK.
1
Objectives
2
Symmetry From VPM
The Symmetric part consist in Principal Part and Specular part, and ensuring that a specular PN
has a same life cycle of a principal PN.
For E2 Program, the VPM is master for Symmetry process on eBOM and the WdC shall comply.
For Ipanema Program, WdC is the master for Symmetry Process.
The Product Engineering (eBOM/mBOM) have to create Symmetric part and the user have to be
“Designer” role.
These items can be Symmetric Part:
- eBOM Design solution Types 1 or 7;
- eBOM T1 Sub Assembly;
- eBOM T2 Single / Primary part;
- eBOM T6 type;
The User must create the eBOM Symmetric part on VPM and Transfer to Windchill and SAP to
generate ECODE.
The Part List is created on VPM and Transfer to Windchill.
The Open PDM can create link between Symmetric Parts on Windchill.
The attribute Class for Symmetric parts must not be “NO SYMMETRY” on VPM.
Parts will be symmetric when they exist and their number are number + 1 (E.g. 196-54000-101
and 196-54000-102).
Exception:
The MF part can also be symmetric and rule shall also be applied (E.g. 198-25411-201_MF and
198-25411-202_MF)
<Note> The symmetry link shall be created automatically on Windchill, when the user creates
the even part (Specular Part) on VPM.
<Note> For Ipanema project, read the “CT3443 – Ipanema Deck of Slides” and the “CT3937-QRC
for Ipanema” materials to learn specific Ipanema process and functions.
3
Remove Symmetry
The Symmetric part is applicable to Embraer Program and the Symmetric process
consists of ensuring that a specular PN has a same life cycle of a principal PN.
The Symmetry condition can be cancelled when the user (owner of the PN) changes the
Class property of the even PN (trace even) to “No Symmetry” for PNs driven by VPM.
When the user remove the symmetry relation between the even and odd part on VPM,
this action is reflected automatically on Windchill.
4
Visualize Symmetry
The user can see the Symmetric parts structure on Related Objects > Symmetric –
Specular Parts or Symmetric Principal Part.
- Symmetric - Specular Parts : The user can see the Symmetric Principal Part;
- Symmetric – Principal Part: The user can see the Symmetric Specular Part;
The User can access the Historic Symmetry part, trough customized window.
Select Customize in New Tab.
Select History > Configurable Revision Link History.
This moment the user may access history about symmetry part.
5
Module Overview
1
Objectives
2
Engineering Requirements Process
The DS Req. (DSr) is differentiated by attributes Part Instance, thus can give identified as
Requirement Part, this attribute must be filled as REQ only.
To create a DS Req, the User have to be Designer role.
Product Engineering through, the user shall create a DS Req on VPM and transfer to
Windchill and SAP to generate ECODE, but in the Windchill will be show the Description
+ REQ.
Example:
English Description: DEV04 [REQ]
Portugueses Description: DEV04 [REQ]
The DSr have to be linked with other DS´s common, using Copy & Paste to build the
structure.
Once the structure has been created in VPM, the user can transfer the Part List to
Windchill.
<Note> The user can only break a DS, when the DS has “Engineering Control” attributes
has “NO” as value, if “YES” value, the user can not break it.
<Note> For Ipanema project, read the “CT3443 – Ipanema Deck of Slides” and the
“CT3937-QRC for Ipanema” materials to learn specific Ipanema process and functions.
3
Visualize DSr
The user can see all DS Requirements structure, select the DSr > Requirements tab>
Requirement for table.
The User can access the DS Req by Creo View, allowing select all items, view each item in
the structure or individually.
In Creo View the user can apply some actions to get information and results of the DS
Req.
In this way the User can view the DS Req and children trough of their position in space.
The user can open two window on Creo View to see the Assembly or Single part
4
Module Overview
In this module, you will learn how to create AIC, link interior DSs to AIC DS,
collaborate AIC with non Embraer user, execute AIC search and report.
1
Objective
2
Introduction to AIC
3
4
AIC Creation Process
3 – Create AIC DS
Designer creates the AIC as eBOM Design Solution (DS) object and fill all the
5
requested attributes in VPM;
AIC name must be according to DSM chapter 12;
Drawing Class must be 212-AUX.DWG-LAYOUT;
Link the AIC Ds at AIC CI.
<Note> Link the AIC [eBOM Design Solution (DS)] with Configuration Item (CI)
collector with open effectivity;
5
AIC Creation Process – Go Live Process
3 – Create AIC DS
Designer creates the AIC as eBOM Design Solution (DS) object and fill all the
6
requested attributes in VPM;
AIC name must be according to DSM chapter 12;
Drawing Class must be 212-AUX.DWG-LAYOUT;
Link the AIC DS at AIC CI.
The AIC DS must have a pdf and a 3Dxml file.
<Note> Link the AIC [eBOM Design Solution (DS)] with Configuration Item (CI)
collector with open effectivity;
6
Create AIC at VPM
To learn the steps to create the AIC at VPM, follow the instructionsat IT-AIC.
In this document you will find the creation of ITs to define the AIC processes on
the VPM side.
<Note:> For AIC purposes its possible to use eBOM Design Solution types 1 or 7
(installation).
7
AIC Container Strategy
The UL for AIC are created at ERJ 190 Type container, at Upper Levels folder.
The CI for AIC are created at ERJ 190 Type container, at Configuration Item folder.
All DS and Parts created for AIC will be stored at 190G Master Data container, at AIC
folder.
8
Visualize AIC Engineering Context
Steps:
The Engineering Context must be opened at Creo View. Select the tab “Related Objects >
Engineering Context - Context Part” table;
Select the Engineering Context with the right button of the mouse and select “Open
Structure in Creo View”;
Load the Engineering Context visualization on Creo View.
9
Create New AIC tab
Embraer Designer must to link the Interior installation in the AIC Design Solution
(DS).
For that, at Windchill the user must create (only once) a new tab to make
available the AIC-Child and AIC-Parent tables.
10
Link Interior DSs to AIC DS (1/2)
After creating the AIC tab, the Embraer Designer can search the Interior DSs to
copy and paste it at the AIC table.
To link the Interior DSs to AIC DS, the AIC DS must be at Ready or In Revision
State.
The user can apply filters at the structure to enable the necessary information,
but before it th euser can create a view with the relevant information to help
during the filter configuration.
11
At the example you can see the columns: Identity, Effectivity, Object Type, English
Description, Portuguese Description and Drawing Class.
With these options you can create a filter by effectivity or by customer's name (at
the English Description), for example.
11
Link Interior DSs to AIC DS (2/2)
1. After configuring the View, define the desired filter using the Edit Filter option.
Read the Create AIC Filter/Search to learn how to apply the filter (you can find
this information at this module).
2. You can fill the Find In Structure with the text eBOM design solution Type 1
(or Type 7);
Select Find All and Select to find all DSs and select them;
3. Select Copy;
4. Return to AIC DS view information;
Select the New AIC tab;
At AIC-Child table select Actions > Paste Selection;
You can see the DSs linked to the AIC DS.
12
Collaborate AIC PN – Option 1
13
and specify the share types for each objects.
5. The Collect Related Configurable Revision Objects can be used to collect the DS
linked to AIC DS.
6. The Collect Related Documents can be used to collect the documents linked to
DS.
After sharing, the AIC Design Solution (DS) will keep on Master Data container
and Non Embraer User will have access to consult only on his container
environment.
<Note> User cannot share multiple iterations of the same AIC version.
<Note> AIC DS should be released by EO process.
13
Collaborate AIC PN - Option 2
14
Update and Remove Shared Information
The designer that have permission to share the AIC can update or remove it of
the Project.
The Designer can use the Update Project action to refresh the shared object.
1. At the project, select the PNs, select Actions > Update Project.
The shared object shall now reflect the latest version available in PDM.
When the project no longer needs to access the shared object information, the
designer performs the Remove Share action.
2. At the project, select the PNS, select Actions > Remove Share.
The object no longer appears in the project Folder Contents table.
15
Create AIC Filter / Search – Option 1
Filter by client’s name. This option is used to visualize the structure with the
Design Solution applied for a specific client.
16
Create AIC Filter / Search – Option 2
You can use the Search to find the Design Solution of a specific Client.
1. Navigate to Search -> Advanced Search and apply the following filter:
2. Type: EBOM Design Solution;
3. Context: All Contexts;
4. Criteria: English Description = *CLIENT NAME* (example *JETBLUE*);
17
Create AIC Filter / Search – Option 3
Apply filter by Serial Number. This option is used to visualize the structure with
the specified effectivity number.
18
Create AIC Reports (1/2)
Steps to generate the report (Consulting Installation linked with AIC and
Consulting the update of installation after linked in the AIC):
1. Navigate to Reports area, under 190G - Master Data container;
2. Navigate to Engineering folder and open/view the "AIC Report“;
3. Select all columns and generate the report;
4. Report generated with described information for required columns.
The Delta field shows if the revision linked to AIC is the revision available or not.
When Revision Linked to AIC is NOT equal to Revision Available, then populate
with Yes. Else, populate Delta field with No.
Based on these results, the user can recreate the if needed.
19
Create AIC Reports (2/2)
5. After selecting Generate, at Results Table, you can export the result.
You can export the report results at many extensions, as:
• Pdf;
• Text;
• XLS;
• HTML.
20
Update the AIC DS links
After creating the link between the Interior DSs and AIC DS, the user must pay attention
in some updates information:
1 – The link created points to the selected revision, that is, if the Interior DS suffers a
new iteration, the iteration is updated at the AIC-Child table (for example A.1 to A.2).
But, if a new revision of the Interior DS is created, the new revision is not updated at the
AIC-Child table, the table will continue showing the previous revision.
2 – If the AIC DS is revised, the links will continue at the AIC-Child table.
21
Remove the old Revision and Add the New Revision of the DS
First, the user must create the AIC report to verify is there is a new revision on the DS.
If necessary, the user need to remove the old DS Revision of the AIC-Child table and add
the new DS Revision.
22
23
Module 11
Managing AIC
Scenario
In this exercise, you take the role of an Embraer Designer to create the link.
Initial Conditions
To successfully complete this exercise, you must establish the following initial conditions:
• Log on to Windchill (https://plmtrn.embraer.com.br/Windchill).
• If you are not connected to the Embraer network, enter your Embraer username and password.
• Log on to Windchill using “plmtrn” user and password “plmtrn”.
• Navigate to the 190G – Master Data container and starts on the AIC subfolder.
* The training environment has no interface with the VPM/SAP, so there is no interaction with
the VPM/SAP. During this training the user will be simulating the environment related to the
eBOM process.
1. Select the 196E12345_YOURNAME DS with right button of the mouse and select Save As;
2. Fill the New Number field with “_your name” at the end. Select OK.
4. Select the New Tab with right button of the mouse and select Rename Tab.
1. At AIC tab, select Customize > Related Objects and select AIC-Child and AIC-Parent tables.
1. At the ERJ 190 Type container, select the Upper Levels > Engineering folders. Select the View
Information of the Upper Level AIC.
1. At Find in Structure field write “ebom design solution type 1” and select Find All and Select.
2. You can see all the DS selected.
<Note> From the installation structure of the interiors, a filter by effectivity must be made that
represents the configuration of the AIC.
<Note> The filter should only select UL, CI and DS objects.
T1
3. Select any DS with right button of the mouse and select Copy.
1. Select the View Information of the AIC that you created before.
2. Select the AIC tab. At AIC-Child table, select Actions > Paste.
Scenario
In this exercise, you take the role of an Embraer Designer to share the information.
Initial Conditions
To successfully complete this exercise, you must establish the following initial conditions:
• Complete the previous exercise.
• Log on to Windchill (https://plmtrn.embraer.com.br/Windchill).
• If you are not connected to the Embraer network, enter your Embraer username and password.
• Log on to Windchill using “plmtrn” user and password “plmtrn”.
• Navigate to the 190G – Master Data container and starts on the AIC subfolder.
* The training environment has no interface with the VPM/SAP, so there is no interaction with
the VPM/SAP. During this training the user will be simulating the environment related to the
eBOM process.
1. As best practice, the AIC must be at Released state to be shared. Select the AIC that you
created before with right button of the mouse and select Set State.
4. Search the Project 190G Interface Context for ANAC EASA FAA.
5. Select the Project and select OK.
7. Select the DS and select Collect Objects and Set Options to collect related DSs.
10. You can see the message Objects successfully shared to project 190G Interface Context
for ANAC EASA FAA. Select OK.
11. Navigate to the Container 190G Interface Context for ANAC EASA FAA.
12. Select Folders.
13. You can see the AIC DS shared.
Scenario
In this exercise, you take the role of an Embraer Designer to remove the shared information.
Initial Conditions
To successfully complete this exercise, you must establish the following initial conditions:
• Complete the previous exercises.
• Log on to Windchill (https://plmtrn.embraer.com.br/Windchill).
• If you are not connected to the Embraer network, enter your Embraer username and password.
• Log on to Windchill using “designer01” user and password “emb”.
• Navigate to the 190G Interface Context for ANAC EASA FAA container and starts on the Folders.
* The training environment has no interface with the VPM/SAP, so there is no interaction with
the VPM/SAP. During this training the user will be simulating the environment related to the
eBOM process.
Scenario
In this exercise, you take the role of an Embraer Designer to execute a search.
Initial Conditions
To successfully complete this exercise, you must establish the following initial conditions:
• Log on to Windchill (https://plmtrn.embraer.com.br/Windchill).
• If you are not connected to the Embraer network, enter your Embraer username and password.
• Log on to Windchill using “designer01” user and password “emb”.
• Navigate to the 190G – Master Data container and starts on the AIC subfolder.
* The training environment has no interface with the VPM/SAP, so there is no interaction with
the VPM/SAP. During this training the user will be simulating the environment related to the
eBOM process.
Scenario
In this exercise, you take the role of an Embraer Designer to create the report.
Initial Conditions
To successfully complete this exercise, you must establish the following initial conditions:
• Log on to Windchill (https://plmtrn.embraer.com.br/Windchill).
• If you are not connected to the Embraer network, enter your Embraer username and password.
• Log on to Windchill using “designer01” user and password “emb”.
• Navigate to the 190G – Master Data container and starts on the Reports.
* The training environment has no interface with the VPM/SAP, so there is no interaction with
the VPM/SAP. During this training the user will be simulating the environment related to the
eBOM process.
6. Select Actions > Export List to File > Export List to PDF to generate the pdf file from the
results table.
In this module, you will learn how to create the engineering context.
1
Objectives
2
Introduction to Engineering Context
What is Context?
• Work Context: live setting and adjacent to the product in question is necessary to
achieve the collaborative development of engineering in the light of the interfaces
'inter' and 'intra' technologies. Mingles with the very definition of DMU (digital
mock-up).
• Release Context: reference needed to "sense" the frozen product users-customers
will consume or consult downstream.
At this training you will learn how to work with Release Context.
3
Create and Edit Engineering Context
The Designer, Sub Contract Designer and Partner can create the Engineering Context.
The Engineering Context is created at VPM as type T1, T2, T6 or DS. Although it may be a
DS, will not be applied the effectivity.
The Engineering Context have the same PN Name + Sulfix (Engcontext) and have the
same PN ecode.
It is only transferred to Windchill when is set to Pre-Released. At VPM the user set the
Pre Released at the PN and its contexts changes to Pre Released automatically.
At Windchill the Engineering Context, regardless of the type chosen in VPM, is always a
Part with soft type eBOM Context.
The link between the PN and the Engineering Context is created automatically and is
stored at Windchill at “Related Objects” tab > “Engineering Context” table.
The Engineering Context is stored at Context folder of the Master Data Container.
For Partners, the engineering Context is stored at Context folder of the Partners
Containers.
The Engineering Context can only be edited at VPM by the creator before the Pre
Released maturity.
4
Open Engineering Context in Creo View
5
Cancel and Delete Engineering Context
After remove the link, the Admin can remove or delete the Engineering Context only at
VPM.
6
© 2014 PTC Module 12
Module 12
Engineering Context
Scenario
In this exercise, you take the role of a Designer to visualize the PN and its contexts.
Initial Conditions
To successfully complete this exercise, you must establish the following initial conditions:
• Log on to Windchill (https://plmtrn.embraer.com.br/Windchill).
• If you are not connected to the Embraer network, enter your Embraer username and password.
• Log on to Windchill using “designer01” user and password “emb”.
• Navigate to the 190G - System Installation container and starts on the Parts subfolder.
* The training environment has no interface with the VPM/SAP, so there is no interaction with
the VPM/SAP. During this training the user will be simulating the environment related to the
eBOM process.
1. Do not close the Creo View. Back to Windchill to open the context.
2. Select the tab Related Objects of the PN 198-74630-403.
3. At Engineering Context - Context Part table, select the 198-74630-403_ENGCONTEXT with
the right button of the mouse and select Open Structure in Creo View.
5. The Context is loaded at Creo View. Select the check box to load the visualization of the context.
In this module, you will learn how to manage eBOM Notes at Windchill.
1
Objectives
2
Technical Notes Visualization
At Embraer all the notes are created, linked and updated at VPM. They are only
published from VPM to Windchill.
The Technical Notes may be Item Notes (NI), Pattern Notes (NP) or Free Notes (NL).
To visualize the Technical Notes the user must access the Part or DS “View Information”
page and the “Embraer Table” tab.
The UL and CI does not have Technical Notes added. The Technical Notes must be at DS
and Lower Level PNs.
The edition of Drawing Notes Description or Item Notes Description is forbidden to
avoid the cascade difference of information from eBOM to mBOM.
<Note> For Ipanema project, read the “CT3443 – Ipanema Deck of Slides” and the
“CT3937-QRC for Ipanema” materials to learn specific Ipanema process and functions.
3
Compare Technical Notes in different PN Version
Comparing the PN Information, the user may compare the Technical Notes.
At “History” tab, select the two PNs versions to compare and select “Compare
Information”.
At “Comparison Options” dialog box, select “Related Documents” and OK.
The “Comparison Report” dialog box opens and the user may compare the Technical
Notes.
4
© 2014 PTC Module 13
Module 13
eBOM Technical Notes
Scenario
In this exercise, you take the role of a Designer to compare the eBOM notes.
Initial Conditions
To successfully complete this exercise, you must establish the following initial conditions:
• Log on to Windchill (https://plmtrn.embraer.com.br/Windchill).
• If you are not connected to the Embraer network, enter your Embraer username and password.
• Log on to Windchill using “designer01” user and password “emb”.
• Navigate to the 190G - Forward Fuselage, Embraer container and starts on the Folders > Parts
folder page.
* The training environment has no interface with the VPM/SAP, so there is no interaction with
the VPM/SAP. During this training the user will be simulating the environment related to the
eBOM process.
8. Select Close.
1
Objectives
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Set Effectivity
Effectivity refers to the ability to define valid configurations based on requirements.
The product structure in Windchill consists of all parts needed to define all available configurations of the product.
This means that there are more components in the structure than is needed to create the product. In order to display
one specific configuration the product structure is configured with serial number effectively information. This enables
the structure to be filtered based on a range or a specific serial number. This configuration relies on specific types of
relations between Windchill Parts.
All the DS and Parts are created at VPM. The link between the DS and CI are created at VPM too.
After created the link between the DS and CI the user may define the effectivity at Windchill.
The effectivity may be Basic, Model or Customer.
To create the effectivity is needed to create a Change Directive and after a Change Action.
- Change Directive:
Represents an intention of product structure configuration based on a change made at
the Configuration Level.
The user define the effectivity and associate the CI with it.
- Change Action:
Represents a statement of work required to address a Change Directive.
The user associate the DS with the effectivity.
The effectivity may be transferred to SAP in 2 ways:
- When the CI-DS have an effectivity and are released.
- When the CI have an effectivity and it´s transferred to SAP by transfer ready.
3
Create New Change Directive (1/3)
The users assigned to “Embraer Configuration Control” roles can create Change Directive.
For eBOM, all the Change Directive are created at “ERJ 190 Type” container.
At the folder “Changes”, select the “New Change Directive” function.
At the first tab “Set Attributes” fill the fields “Type", "Effectivity”, “Need Date” and “Description”.
• For Basic Effectivity:
Type: is the type of the effectivity. ED 0190 is the Basic Effectivity.
Effectivity: is the range of the effectivity, e.g. 20001-99999. Is the Aircraft Serial Number sequence, for E2
starts with 20001.
Need Date: agreed date to apply the effectivity.
Description: is the effectivity description.
<Note> For Ipanema project, read the “CT3443 – Ipanema Deck of Slides” and the “CT3937-QRC for Ipanema”
materials to learn specific Ipanema process and functions.
4
Create New Change Directive (2/3)
At the second tab “Associate Configuration Item” select the CI that will be related to this
CD.
At “Configurations Items” table, select “Add Configuration Items”.
At “Find Configurations Items” do a search for the CI. Select the CI and select “Ok”.
At “Associate Configuration Item” tab select “Finish”.
You can see the Change Directive created inside the folder “Change”.
The Change Directive is created with in “In Work” state.
<Note> For Ipanema project, read the “CT3443 – Ipanema Deck of Slides” and the
“CT3937-QRC for Ipanema” materials to learn specific Ipanema process and functions.
5
Create New Change Directive (3/3)
The user must validate the Change Directive changing the state from “In Work” to
“Implementation”.
Inside the “View Information” of the Change Directive, select “Actions” and “Set State”.
The Set State dialog box opens. Select “Implementation” and “Ok”.
You can see the new state at the “View Information” page.
The Change Directive must be released from a release process (BR, BRS, EO).
<Note> For Ipanema project, read the “CT3443 – Ipanema Deck of Slides” and the
“CT3937-QRC for Ipanema” materials to learn specific Ipanema process and functions.
6
Generate Change Actions (1/2)
The users assigned to “Embraer Configuration Control” roles can create Change Actions.
After changing the state at the Change Directive, the user must create the Change
Action.
Inside the “Details” tab of the Change Directive, in the “Configuration Items” table,
select the CI with the right button of the mouse. Select the “Generate Change Actions”.
Selecting “Generate Change Action”, the Model and Custom effectivity is calculated
based on PIPO.
After creating the Change Action, it is necessary to define all the DS that will be part of
this effectivity.
For that, select the Change Action with the right button of the mouse and select “Fulfill
Change Action”. This function apply the effectivity at the Windchill structure.
When applying the “Fulfill Change Action” the effectivity is transferred to VPM.
At eBOM the “Fulfill Change Action” must be applied before release the PN.
To apply the reconciliation between the eBOM and mBOM is necessary have the
effectivity with the “Fulfill change Action” applied at eBOM.
<Note> If the Configuration Item (CI) is in “Checked Out”, the user will not be able to
create a Change Actions. To be able to create the Change Action the user must apply the
“Check In” at the Configuration Item.
<Note> The system can create one or more CA (Change Action) per CI.
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<Note> If the Fulfill is not available, check if CI is locked for CN associated to the CD
7
Generate Change Actions (2/2)
A “Fulfill Change Action” dialog box opens. Select the desired DS and select “Ok”.
Inside the “Related Object” tab, at “Design Solutions” table you can see the DS with the
related effectivity.
The user can see this information inside the “Structure” too, at the “Uses” tab.
“Related Object” tab, at “Design Solutions” table you can see the DS with the related
effectivity.
8
Use ReCalculation Needed attribute
The ReCalculation Needed is available for eBOM CI, mBOM T1 CI, mBOM T8 CI and
sBOM CI.
9
Update Effectivity (Edit, Undo Fulfill, No Solution Needed)
Edit:
The user may update the Change Directive if it is “In Work” state applying the Edit option.
Select the Change Directive with the right button of the mouse and select Edit.
The user may change the attributes and the associated CI.
If the Change Directive was in “Implementation” state, the user must set the state to “In Work”
and after that select the “Edit” option.
Undo Fulfill:
The user may apply the Undo Fulfill at the Change Action if the Change Directive is in
“Implementation” state.
Select the Change Action with the right button of the mouse and select “Undo Fulfill Change
Action”.
The Undo Fulfill remove the calculation and the selected DS.
The user can apply the Fulfill again to calculate the effectivity and to select the correct DS.
<Note> The “Fulfill Change Action”, “Undo Fulfill” and “Modify Change Action Status” options
can be found at Changes tab of the PN or at Configuration Items tab of the Change Directive (ED)
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and in the Change Action as well.
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Effectivity Where Used Tab
To visualize the Effectivity at “Where Used” tab, the user must select the “View
Information” of the DS or CI and select “Where Used” tab.
At this tab, at “Where Used” table, select “Latest Configuration”.
This option shows the applied Effectivity at CI-DS.
“Where Used” shall identify which effectivity belongs to each CI-DS link, once the same
DS can be linked in more than one CI and the user can see the link between CI-DS.
When DS has more than one CI associated the effectivity shows only one, but the
Effectivity must be displayed for each CI on DS line.
The CI can have one or more DS associated and the DS can have one or more CI
associated.
The “ Effectivity Type” attribute value will be displayed at the CI line, as: Model,
Optional and Basic.
Where Use should be accessed by all users.
11
Effectivity: History tab
When a CI is released, at CI History tab, the user can see the CN / CA / SAP Rev. Letter /
SAP Doc Nr.
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Effectivity Historic
All users can visualize the Effectivity Log at the CI “View Information” page.
At the CI page, select “Actions> View Effectivity Log”.
The View Effectivity Log dialog box open with all the effectivity historic.
13
Effectivity Report
All users can create a report to display the eBOM CI-DS links with theirs specific effectivity
(Windchill calculated effectivity).
To create the report, inside the “Product” container, the user is going to the “Report” page.
Select the “+” symbol of the “Reports for CI-DS link effectivity”.
Select eBOM CI-DS Report.
Select the desired fields and select “Generate’.
After the report have been generated, it is possible to export the data
14
© 2014 PTC Module 14
Module 14
Creating and Managing Effectivity in an
eBOM
Scenario
In this exercise, you take the role of a Configuration Control to create basic effectivity.
Initial Conditions
To successfully complete this exercise, you must establish the following initial conditions:
• Log on to Windchill (https://plmtrn.embraer.com.br/Windchill).
• If you are not connected to the Embraer network, enter your Embraer username and password.
• Log on to Windchill using “plmtrn” user and password “plmtrn”.
• Navigate to the ERJ 190 Type container and starts on the Folders page.
* The training environment has no interface with the VPM/SAP, so there is no interaction with
the VPM/SAP. During this training the user will be simulating the environment related to the
eBOM process.
1. Inside the Folder select with the right button the CI 197-96066-800.
2. Select Save As
3. At Common space Save AS dialog box, select the CI and select Dependents > All.
1. Log on using “confcontrol01” user and password “emb”. Inside ERJ 190 Type container, at
Changes folder select the New Change Directive function.
2. Select Type and choose “ED 0190” to create a Basic Effectivity. Define the Effectivity with
20001-20020 and select Next to associate the CIs. (Description is optional)
7. At Changes folder, select with the right button of the mouse the Change Directive that you created.
8. Select Set State and change the state to Implementation.
2. At the Details tab, inside the Configuration Items table, select with the third button of the mouse the
CI (197-96066-800_effectivity_YourName) and select the Generate Change Actions option.
Note: For the purpose of completing the exercise, we will apply the Generate Change Action,
but in the production environment, the Configuration Control will receive a task, allowing
application of the change Generate Action.
3. The View Information page of the CI opens. At the Changes tab, inside the ED E2-190 table,
Select with the third button of the mouse the Change Action and select Fulfill Change Action
option.
6. Access the CI (197-96066-800_effectivity_YourName) and select the Structure tab. You can see
the effectivity applied at the DS.
Scenario
In this exercise, you take the role of a Configuration Control to create customer effectivity.
Initial Conditions
To successfully complete this exercise, you must establish the following initial conditions:
• Log on to Windchill (https://plmtrn.embraer.com.br/Windchill).
• If you are not connected to the Embraer network, enter your Embraer username and password.
• Log on to Windchill using “plmtrn” user and password “plmtrn”.
• Navigate to the ERJ 190 Type container and starts on the Folders page.
* The training environment has no interface with the VPM/SAP, so there is no interaction with
the VPM/SAP. During this training the user will be simulating the environment related to the
eBOM process.
1. Inside the Folder select with the right button the CI 197-96066-800.
2. Select Save As
3. At Common space Save AS dialog box, select the CI and select Dependents > All.
1. Log on using confcontrol01 user and password emb. Inside ERJ 190 Type container, at Changes
folder select the New Change Directive function.
2. Select Type and choose “ED 0190 Model/Customer” to create a Model/Customer Effectivity.
3. Define the Effectivity Model/Customer ES – EY with 20001-99999.
4. Select Next to associate the CIs. (Description is optional)
10. At Changes folder, select with the right button of the mouse the Change Directive that you created.
11. Select Set State and change the state to Implementation.
12. Select OK
1. Select the View Information icon of the Change Directive that you created.
2. At the Details tab, inside the Configuration Items table, select with the third button of the mouse
the CI (197-96066-800_effectivity_YourName_02) and select the Generate Change Actions option.
Note: For the purpose of completing the exercise, we will apply the Generate Change Action,
but in the production environment, the Configuration Control will receive a task, allowing
application of the change Generate Action.
3. The View Information page of the CI opens. At the Changes tab, inside the ED E2-190 table,
Select with the third button of the mouse the Change Action and select Fulfill Change Action option.
The real serial number depends on the integration with PIPO. This integration has a scheduled
routine to recalculate the effectivity automatically. This will not be simulated.
Scenario
In this exercise, the DS was released for the airplane for the effectivity range 20020-99999. The
engineer defined that this DS will not be used from the range 20051 following.
You take the role of a Configuration Control to apply the Undo Fulfill Change Action and No Solution
Needed at the Change Action.
Initial Conditions
To successfully complete this exercise, you must establish the following initial conditions:
• Log on to Windchill (https://plmtrn.embraer.com.br/Windchill).
• If you are not connected to the Embraer network, enter your Embraer username and password.
• Log on to Windchill using “confcontrol01” user and password “emb”.
• Navigate to the ERJ 190 Type container and starts on the Folders page.
* The training environment has no interface with the VPM/SAP, so there is no interaction with
the VPM/SAP. During this training the user will be simulating the environment related to the
eBOM process.
3. Select with the right button the Change Action that you applied the Effectivity 20001-99999.
4. Select OK.
Scenario
In this exercise, you take the role of a Configuration Control to search the CI.
Initial Conditions
To successfully complete this exercise, you must establish the following initial conditions:
• Log on to Windchill (https://plmtrn.embraer.com.br/Windchill).
• If you are not connected to the Embraer network, enter your Embraer username and password.
• Log on to Windchill using “confeng01” user and password “emb”.
• Navigate to the Search tab.
* The training environment has no interface with the VPM/SAP, so there is no interaction with
the VPM/SAP. During this training the user will be simulating the environment related to the
eBOM process.
1
Objectives
2
PIPO Table and Recalculate Automatic (1/3)
PIPO: It is an environment where for each serial number of the aircraft it defines which
model and which customer it will attend.
<Note> The real serial number depends on the integration with PIPO.
This integration has a scheduled routine to recalculate the effectivity
automatically.
3
PIPO Table and Recalculate Automatic (2/3)
This process are built in Change Directive, where set effectivity of the Aircraft Model and
Customer.
Code Model: Standard values will define the Models created in “New Change Directive”
(Ex: ES, ET, SV)
Code Customer: Version values will define the Customers created in “New Change
Directive” (Ex: EW, EY, EZ, CB, JB, FY)
Initial PIPO: Initial configuration of PIPO, whehe is possible see information to calculate
the real effectivity.
<Note> The Customer Serial Number (CNS) is the sequential serial number of a given
customer's aircraft.
4
PIPO Table and Recalculate Automatic (3/3)
5
Effectivity Recalculation Schedule Process
The user owing the role “Embraer Configuration Recalc” has the permission to execute
this process.
6
Schedule / Execute the Recalculation (1/4)
The Embraer Configuration Recalc is the responsible to schedule and execute the
Recalculation.
Before execute the recalculation, the PIPO table must be already updated in SAP and all
CIs that require Recalculation must be checked-in.
The recalculation runs for all CIs configured by model or customer effectivity, if it is
necessary to run the recalculation for a group of CIs the user must generate a list with
those CIs.
7
Schedule / Execute the Recalculation (2/4)
In 'Set Attributes' section select Type: Effectivity ReCalculation, fulfill following attributes and
select next:
Name: Provide a Name
Description: Provide a Description for Effectivity ReCalculation.
Run Options:
1 - Update AAT from PIPO and Run ReCalc: Windchill connect to SAP and verify if
there is any changes at PIPO. If yes, the AAT table is updated at Windchill. After updating
the AAT table the recalculation starts and the CIs are updated with the AAT information.
2 - Run ReCalc: if the AAT table is already updated at Windchill, the user can just
run the recalculation. The CIs are updated with AAT information.
3 - Update AAT from PIPO: Windchill connect to SAP and verify if there is any
changes at PIPO. If yes, the AAT table is updated at Windchill.
Aircraft Type: Pre-Populated with Aircraft Type value inherited from container.
Program Code: Pre-Populated with Program Code value inherited from container.
Scheduled Time: Define a Time.
<Note> The CIs configured by CDs with Basic Effectivity type are excluded from Recalculation.
8
Schedule / Execute the Recalculation (3/4)
Optional Steps:
In 'Select Affected Objects' section paste all CIs previously copied (when user wishes to execute
effectivity recalculation for a list of CIs);
In 'Select Associations' section add an existing Effectivity Recalculation Problem Report (when
user wishes to link the new recalculation to a previous recalculation).
9
Schedule / Execute the Recalculation (4/4)
10
© 2014 PTC Module 15
Module 15
Managing Effectivity at eBOM
Scenario
In this exercise, you take the role of an Embraer Configuration Recalc to create a problem report.
Initial Conditions
To successfully complete this exercise, you must establish the following initial conditions:
• Log on to Windchill (https://plmtrn.embraer.com.br/Windchill).
• If you are not connected to the Embraer network, enter your Embraer username and password.
• Complete the exercise 01: Create Effectivity Basic from Creating Effectivity at eBOM module.
• Log on to Windchill using “confeng01” user and password “emb”.
* The training environment has no interface with the VPM/SAP, so there is no interaction with
the VPM/SAP. During this training the user will be simulating the environment related to the
eBOM process.
1. Navigate to ERJ 190 Type container, select Folders >Changes > Problem Report Folder.
11. At Details tab, Effectivity ReCalculation logs are available in Attachments table.
<Notes> User receive an email informing that a new Effectivity ReCalculation has been scheduled.
Effectivity ReCalculation state changed to In Work.
When starting execution, Effectivity ReCalculation state changed to In Progress.
When executed, Effectivity ReCalculation state changed to Closed.
In this module, you learn how generate and consulting the Multi BOM reports.
1
Objectives
• Configure Reports
• Verify the Available Reports
2
Configure Reports
Select “Schedule”.
The Report routine will start and each report will be available on its defined folder.
The generated Report is in CSV format.
3
Available Reports
4
Report Path
5
1. Equivalence Link
6
2. DPE Published Items
7
3. Part Info (MARA)
8
4. Drawing Info (DrawDrap)
9
5. Change Notice Part (PN Afetado)
10
6. Change Notice Info (Changes Basic Info)
11
7. Change Activity Approval (List of Change Activities Approval)
12
8. BOM (estr_engen)
13
9. Part Notes – Item (NOTASDES) (1/2)
14
9. Part Notes – General (NOTASDES) (2/2)
15
10. EO Info (ZDPRNT006) (1/6)
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10. EO Info (ZDPRNT006) (2/6)
17
10. EO Info (ZDPRNT006) (3/6)
18
10. EO Info (ZDPRNT006) (4/6)
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10. EOInfoWDC (ZDPRNT006) (5/6)
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10. EO Info (ZDPRNT006) (6/6)
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11. Multi-Level BOM (zdprpl014)
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12. Change Notice Approval (List of Change Notices Approval)
23
13. Context Report
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Module Overview
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