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Teamcenter Express Implementation Guide

The document discusses implementing Teamcenter Express for a company to better manage their engineering files and data. It describes deciding on and setting up the necessary server configurations, defining the implementation scope, cleaning up existing engineering data, configuring permissions and access controls, and providing training to users. The implementation process involves requirement analysis, configuration, testing, and maintenance phases to ensure a successful rollout of the new PDM system.

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Sayantan Sarker
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© Attribution Non-Commercial (BY-NC)
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Download as PPT, PDF, TXT or read online on Scribd
376 views31 pages

Teamcenter Express Implementation Guide

The document discusses implementing Teamcenter Express for a company to better manage their engineering files and data. It describes deciding on and setting up the necessary server configurations, defining the implementation scope, cleaning up existing engineering data, configuring permissions and access controls, and providing training to users. The implementation process involves requirement analysis, configuration, testing, and maintenance phases to ensure a successful rollout of the new PDM system.

Uploaded by

Sayantan Sarker
Copyright
© Attribution Non-Commercial (BY-NC)
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PPT, PDF, TXT or read online on Scribd

Teamcenter Express:

Putting the Puzzle Together

Teamcenter Express Implementation

Author: Kevin Baxter Company: Solid Solutions, LLC


Email:

kbaxter@SolidSolutionsCorp.com Boise, ID Phone: 208.869.4069

Solid Solutions, LLC

Established in 2000 Office Location: Boise, Idaho Lines of Business:


1) Software Implementations Group
Solid Edge Data Cleanup Solid Edge Data Migration Teamcenter Express Implementation Insight

2) Consulting & Contract Design Group


Mechanical Engineering, Modeling, Detailing, FEA Training, Support, System Integration Custom Application Development with Partners
Wed. June 4, 2008; TcX Implementation; Kevin Baxter; Solid Solutions, LLC

Teamcenter Express Advantages

Very Configurable (Be Careful to not Overdo) Individual File Release Control Engineering/Manufacturing Data Repository (all design data / specs) Expandable / Upgradable Precise Permission Control for Data Access Multi-Site / Multi-CAD compatible Shop Floor Support
Wed. June 4, 2008; TcX Implementation; Kevin Baxter;
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Decisions for TcX


Network File Management out of Control Better File Control (release / engineering process) Automated Workflows Improved Permission Control / File Access Expanding data creation Multi-CAD support Expandable to Manufacturing Support

Friday, April 27, 2007; TcX Implementation; Kevin Baxter; Solid Solutions, LLC

Successful TcX Implementation


Management & User Buy In Define Scope (Stick to it) Data Clean-up / Organization, before migration Server Set-ups
Item Types, Attribute Mapping Access Control

Client Set-ups Testing / Training Understand Limitations


Wed. June 4, 2008; TcX Implementation; Kevin Baxter; Solid Solutions, LLC

Implementation Methodology
Requirement Analysis As - Is Definition Phase Scope Configuration Phase Server Configuration Network Configuration Client Configuration Hand Holding Testing & Training Phase PDM
Configuration Testing Document

To - Be

Gap Analysis

File Naming Conventions Search Attributes Access & Permissions

Go Live
Maintenance Phase
Database Tuning Performance Tuning Support

User Training

Data Migration

Wed. June 4, 2008; TcX Implementation; Kevin Baxter; Solid Solutions, LLC

Define Scope of Implementation


Evaluate existing data condition Standard Parts library usage? Implement Workflows / Notifications Data Import
What Comes First / How Long Will it Take? Is all data history required or only current revision?

Extend to other document types in office Release Process ECO Process View & Markup Process Server(s)Implementation; Kevin Baxter; Solid Solutions, LLC (will there be Production, Training/Test) 8 Wed. June 4, 2008; TcX

Server Configuration Options


Single

TEM Install

Dual

TEM Install

Independent

Servers

Prod Db

Prod Db

Prod Db

Training Db

Training Db

Training Db

Common Tcfs

Independent

Independent Tcfs

Service Service Service

Tcfs

Services Services Services

Services Services Services


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FMS ETS

FMS ETS

FMS ETS

TcX Item Master Form Rendering

Friday, April 27, 2007; TcX Implementation; Kevin Baxter; Solid Solutions, LLC

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TcX Item Revision Master Form Rendering

Friday, April 27, 2007; TcX Implementation; Kevin Baxter; Solid Solutions, LLC

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TcX Item Revision Master Form Rendering

Friday, April 27, 2007; TcX Implementation; Kevin Baxter; Solid Solutions, LLC

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TcX Examples, User Property Names

Friday, April 27, 2007; TcX Implementation; Kevin Baxter; Solid Solutions, LLC

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TcX Form Definition


Search for this on the GTAC website. Explains process to define XML form rendering definition. Must be done before importing data. Each Item (Master & Revision Master) must have unique definition.

Friday, April 27, 2007; TcX Implementation; Kevin Baxter; Solid Solutions, LLC

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TcX Examples,

Friday, April 27, 2007; TcX Implementation; Kevin Baxter; Solid Solutions, LLC

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TcX Examples, Released Files

Friday, April 27, 2007; TcX Implementation; Kevin Baxter; Solid Solutions, LLC

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TcX Search Modification

Friday, April 27, 2007; TcX Implementation; Kevin Baxter; Solid Solutions, LLC

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TcX Document Distribution Query

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TcX Document Distribution Report

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Data Clean-Up
Renaming files (see SEEC docs, Bad Chars, Length) Avoid Data Duplication, Only single copy of SE files (123.ASM, 123.PSM, 123.PAR Not Allowed) Fix All Broken Links Illegal Characters File Naming Conventions for Future Folder structure goes away Open & Save in Latest Version Attribute Adjustments Non SE Data Management
Friday, April 27, 2007; TcX Implementation; Kevin Baxter; Solid Solutions, LLC

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Requirements, Set-up / Implementation


Teamcenter Express Implementation Guide
http://support.ugs.com/docs/tc_exp/30/TcXGettingStarted.pdf http://support.ugs.com/docs/tc_exp/30/TcXInstallationGuide.pdf http://support.ugs.com/docs/tc_exp/30/TcXReleaseBulletin.pdf

SEEC Implementation Guide


http://support.ugs.com/docs/se/seec_Best_Practices.pdf

Teamcenter Data Cleanup


http://download.ugs.com/solid_edge/Teamcenter_Data_Prep_Utilities/ver20/S olid_Edge_Data_Prep_And_Import_Utilities_V2.0.0.7_ForV20._msi

Other Integrations Applications CD/DVD:


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Friday, April 27, 2007; TcX Implementation; Kevin Baxter; Solid Solutions, LLC

Solid Edge Otptions-XML Setup

Must be set to yes for user to update their settings.


Friday, April 27, 2007; TcX Implementation; Kevin Baxter; Solid Solutions, LLC

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Permissions
Identify TcX Users/Groups/Roles Add Required Groups and Roles Set Required Permissions

Friday, April 27, 2007; TcX Implementation; Kevin Baxter; Solid Solutions, LLC

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Understanding Limitations
Some limitations exist. Knowlegde of these will minimize complications later. Links to other files can present challenges.
(Setup company best practices)

XpressRoute piping links and how to revise. Assembly links to other parts (Cutouts, Refs, Etc.) FOPs FOAs Interpart Copy Parts Library

Friday, April 27, 2007; TcX Implementation; Kevin Baxter; Solid Solutions, LLC

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Client Components
Disable Antivirus on SE file types and others as needed.
PAR, PSM, ASM, CFG, PWD, PCF, IXF, QAF, JT

Setup Teamcenter Express Client Set SE XML file with options and update SEEC Client
Latest Service Pack for Version Used Set Users Cache Location

Other CAD Managers

Friday, April 27, 2007; TcX Implementation; Kevin Baxter; Solid Solutions, LLC

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Challenges in TcX Implementation


Resistance to change Legacy data migration Collaboration over limited bandwidth Meeting Users / Department specific needs

Friday, April 27, 2007; TcX Implementation; Kevin Baxter; Solid Solutions, LLC

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Requirements, IT Administrator
Ensure that you understand thoroughly:
Daily work flow in TcX Release Process Backup & Restore Procedures Adding and Removing Users Granting Revoking Rights & Privileges to Users File / Database Maintenance

These tasks are critical to a successful implementation.

Friday, April 27, 2007; TcX Implementation; Kevin Baxter; Solid Solutions, LLC

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End User Efficiency Requirements


TcX Client Familiararity Forms with Required Attributes Templates for new documents Common Parts Library Continual Education on New Features and Company Standards

Friday, April 27, 2007; TcX Implementation; Kevin Baxter; Solid Solutions, LLC

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Maintenance / Disaster Recovery Plan


Backup database regularly
Use the built in backup inside SQL or third party (AvePoint)
Enterprise Manager DB, SE DB, WSS DB & Master DB

Back up these to another location

Use backup utility to backup entire Db. Truncate log files or verify this is happening often. Monitor Log File drive on a regular basis.
If its getting large, investigate reason

Have a plan for the failure of the backup plan

Friday, April 27, 2007; TcX Implementation; Kevin Baxter; Solid Solutions, LLC

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Q&A

Documentation References
Teamcenter Engereering Utilities Reference, Doc. # ENG00016
http://support.ugs.com/docs/tc_eng/2005sr1/UtilitiesReference.pdf
ps_upload; release_man; import_file; install (options); backup_xmlinfo; purge_invalid_subscriptions; schema browser; collect_garbage; dataset_cleanup; datasettype_cleanup; purge_volumes

Friday, April 27, 2007; TcX Implementation; Kevin Baxter; Solid Solutions, LLC

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