SmartGateway

1. SmartGateway Product Overview

2. SmartGateway Definition An Enterprise Application Integration (EAI) Server, which manages the flow of information between SmarTeam and all enterprise applications, including resource planning (ERP), customer relationship management (CRM), PDM systems and other legacy systems

3. Table of Contents • ERP Overview • The Problems • The Challenge • The Objectives • SmartGateway Terminology • SmartGateway Admin Tools • Benefits

4. Enterprise Resource Planning (ERP) definition includes • Manufacturing Resource Planning (MRP) • Supply-Chain Management • Finance • Human Resource Management • Customer Service

5. ERP Terminology • Material a component of a product • Material Master a list of materials • Bill of materials a hierarchy of materials

6. The Challenges • PDM & ERP overlap in certain areas • Different audiences • Each system is focused on a specific area of the overall process As Built As Designed

7. Part & Item Master Management • Heart of both systems • Who initializes the part? • Who owns the part information? • Attribute mapping (synchronization)

8. BOM - The Data Structure • The actual product design starts in PDM, in most cases prior to being introduced to ERP • Engineers spend hours manually establishing a BOM structure in the ERP system, after it was already defined in the PDM system • Mapping (Quantity/Reference Designators) • Challenge: • EBOM/MBOM • Date oriented / Revision Oriented

9. The Change Process • ERP workflow • Cumbersome • Rarely implemented to the level of e-Change • PDM workflow • Closer to the change itself • Captures and controls the data better • Can assist in the decision making process without ‘corrupting the data’

10. More Challenges… • Manual Synchronization (reporting, re-typing) • Valuable engineering time spent on re-entering data • Generates errors (typos, misunderstandings etc.) • No overall process flow and communication control • Errors in manufacturing processes, shop floor orders, manufacturing requests etc. • Redundant or wrong purchasing often occurs • Incompatible bills of materials and configurations between sales, engineering and manufacturing • Sales & Prototype process • Design & manufacturing process • Maintenance & Support process

11. ERP-Based PDM • Limited document management functionality • Lack of integration to CAD systems • Rudimentary and cumbersome user interface • Limited workflow functionality • Restrictive customization and tailoring • Costly to implement

12. <= Information => Engineering Manufacturing The Goal To get to market faster and enhance competitiveness, companies must close the gap between engineering and other downstream functions (such as manufacturing) that may be using additional enterprise wide systems

13. Integration Objectives • Transfer information between the systems to eliminate human mistakes and typos • Speed the change process and get an accurate view of the status of a process • Overcome the communication barrier between engineering to manufacturing “In general, getting systems to speak the same language, or even be able to recognize alternate terms, can be troublesome” Ed Miller, PDM report

14. Best PracticesFrom IPDMUG –Integrating/Interfacing PDM with MRP II – White Paper “While it is possible to push or pull the original BOM and part information from either PDM or the MRPII system in the interfaced method, it is highly preferred that all information is created in the PDM system and transferred or copied to the MRPII system.” “EC are also handled far better in PDM systems than in most MRP II systems which give the PDM system the lead in overall control of the BOM and its parts.”

15. SmartGateway Objectives • Synchronize SmarTeam with other enterprise systems • Items • BOMs • Change Orders • Provide tools to setup, maintain and monitor the synchronization • Provide methodology and implementation for Best Practices while maintaining flexibility and customizability • Provide variety of integrations to various Enterprise/PDM systems that can be maintained separately

16. Features & Functionality • Synchronization: Synchronization of SmarTeam objects and external system object • Mapping operations: Trigger operations in SmarTeam to perform operations on the external system • Mapping Attributes: Unified, easy-to-use mapping module between SmarTeam attributes and external system attributes • Open Infrastructure: Open COM/DCOM API allowing customization and interfacing

17. SmartGateway server • The synchronization server: • Handles clients requests • Provides queuing services • Provides error trapping services • Provides means for mapping • More… SmartGateway adapter The connector between the SmartGateway server And the specific external system (such as ERP) An adapter is implementing functionality exposed by the server and provides the means to communicate with the specific external system SmartGateway Terminology

18. ST Clients ST Database SmartGateway Sync Server SAP Baan Listener Execution Module Oracle Scheduler MFG Custom Home Grown XML Architecture DCOM COM System Specific protocol

19. Open Infrastructure Open API allowing: • Writing adapters (partners, customers) • Customizing & augmenting SmartGateway • Server side scripts • Initiating SmartGateway functionality through scripting and external applications

20. Data Flow CAD SmarTeam ERP Items Documents a a.0 a Trigger SmarTeam Save ERP Synchronization Parallel Trees

21. a P1 P2 P2 A2 a P3 P1 P2 2 A2 P3 a a P1 P1 100 100 APR/01  JUL/01 P2 P2 2 2 P4 APR/01  JUL/01 P4 The user scenario – Example Building relationships in CAD (CAD Integrations) Creating the document tree (SmarTeam) Structure, Dependencies,Configurations (families of parts) PDM Extracting the BOM representation (SmartBOM) Management of the part master, BOM etc. ERP / Legacy Sync (SmartGateway) Mapping, Effectivity

22. SmartGateway Administration Tools • Gateway Sync Server Manager • Sets runtime and setup server information • Gateway Attributes Mapper • Maps SmarTeam attributes to ERP fields and SmarTeam classes to ERP types • Gateway Operations Mapper • Maps SmarTeam events to ERP operations • SmartWizard • Defines the ERP mechanisms • External system menu in SmarTeam • Add to ERP • Locate in ERP, etc.

23. Sync Server Manager • The Manager controls the Sync Server’s behavior • It manages online as well as default settings • Examples: • Client capacity • Error handling behavior

24. Mapping Attributes • Maps SmarTeam attributes to ERP attributes • Supports Classification (SmarTeam to ERP classes) • Automatically detects available ERP fields • Supports default and mandatory values

25. Add (Item, Doc…) Release Item Build & Release BOM Reserve Number Save Material Save BOM PDM PDM PDM ERP ERP ERP Mapping Operations • SmarTeam events trigger ERP operations • Automatically (on add, update, delete…) • Through workflow • On Demand (user defined tools)

26. ERP Mechanisms • The SmartWizard defines the various ERP mechanisms: • An application-level mechanism called ERP • A class-level mechanism for every ERP system: • SAP • MfgPro • Etc.

27. Benefits • Increase productivity • Save time re-keying information • Each enterprise function works with one system • Eliminate Errors • Mapping is automatic – no manual input • Information is up-to-date to all users • Reduce Cycle Time • Maintain control of the overall process from engineering to manufacturing to purchasing etc. • Maintain flexibility • Using the open system infrastructure and setup tools you can modify and enhance the system

28. Summary Breaking down the wall between engineering and the enterprise !

29. Thank You!