PDMLink Implementation at Los Alamos National Laboratory

1. PDMLink Implementationat Los Alamos National Laboratory Introduction to PDMLink Product Data Management System • LA-UR 09-03390

2. PDMLink Introduction • Product Data Management (PDM) Link is a product definition, configuration management, and collaboration tool. PDMLink is the first data management system that retains Computer Aided Design data parametric relationships while providing configuration management and control to other document types. • PDMLink is an application tool to manage the day to day technical work that goes on in support of products • PDMLink is not an ERP or MRP system but can interface with these systems • There are many similar tools on the market however PDMLink is the only one that has a seamless integration with native Pro/E CAD data • PDMLink is also completely web based

3. PDMLink Basic Architecture • Seven system elements constitute the application environment for Windchill PDMLink Windchill PDMLink Indexing Server Oracle Server Client LDAP Server Web Server Mail Server

4. PDMLink Basic Architecture (cont.) • Windchill Benefits • Single source of product information/content enables development efficiencies, reduces errors and rework • Complete product definition and collaboration capabilities expertly drive cross-enterprise understanding of information - regardless of source • Repeatable, end-to-end process support and automation speeds time-to-market and reduces development cost • Secure, industry-standard Internet architecture delivers a safe, high-performing technology platform PTC's production-proven content and process management software enables companies to streamline product development processes and deliver superior physical goods and information for products in a fast, secure environment and requires only a Web browser to access.

5. PDMLink Basic Architecture (cont.) WindchillPDMLink Web Server • The Java-based WindchillPDMLink Web Server is the application tier of the PDMLink system and provides system logic for behavior and data element relationships. • The Web Server enables Web connectivity and serves Web pages as part of the client tier. These two elements make up the technology core of the PDMLink solution. Client • Client machines, used by the user community, only require the latest browsers and network connectivity to access data and execute tasks. Because PDMLink is a web-based application, accessing information is as simple and familiar as “surfing the Web.” The client machine and the Web server together compose the client tier of PDMLink. Windchill PDMLink

6. PDMLink Basic Architecture (cont.) Oracle Server • The Oracle Server is used as the database repository for PDMLink metadata and creates a persistence tier for the PDMLink system. Content files may also be stored in the Oracle database, but they are often referenced and stored elsewhere on the network. • The Oracle Server, PDMLink Server, and client machines connected to the Web Server establish a three-tier architecture, which is scalable and easier to manage than traditional client server environments. PDMLink Web Server Oracle Server Client

7. PDMLink Basic Architecture (cont.) Searching • FAST Instream is an Indexing Server, which enables full-text search capabilities in PDMLink’s search engine. Configuration options in the indexing server enable you to segregate collections of the searchable data. • At LANL, we are in testing phase with a Google search appliance LDAP Server • PDMLink uses a Lightweight Directory Access Protocol (LDAP) Server to reference user, group, and organizational data. PDMLink comes bundled with a stand-alone LDAP server. You may also configure PDMLink to access an existing corporate LDAP Server. We currently use the integrated LDAP in Windchill, but hope to transition to to LANL’s LDAP in the near future. Mail Server • PDMLink is designed to accommodate all SMTP compliant e-mail servers, which are used to send notification of system events to the user community. An example of this would be for a Project Owner to send an invitation for member(s) to join a particular project.

8. PDMLink Infrastructure Team Process

9. LANL PDMLink Team Engineering Integration Team • Testing of Software • System Requirements Authoring • Troubleshooting Support • Pro/Engineer and PDMLink Training Tool Development Team • EALink implementation • EALink Training Operations and Maintenance • PTC Product Support • PMDLink Account management • Desktop Support on Red/Yellow networks • Data Migration and system upgrade support

10. Major Tabs • Weapons • Systems • Full CM • Product • Structures • Product Mgr • Controls NTK • Released Tiffs, • Pdfs, etc • NEW in 9.0 • Control Sets of Contexts • Works similar to projects • Program Mgr • Controls NTK • Faster Search • Development • Work • Basic CM • Collaborative • Project Mgt • Project Mgr • Controls NTK • Brainstorming • Change • Control for • Product and • Libraries • Change • Tracking • including • EA’s • Released Data • Archive Data • Administrative Documents • Administrator controls NTK • Admin Docs, Surveillance Data, ESA Archive • User Specific • area • Assignments • Checked out • work

11. Understanding PDMLink Terminology Common PDMLink terminology: Products, Libraries, Projects and Programs • Products provide an organizational context for product definition. Product context contain end items composed of structured assemblies of parts with associated CAD documents and documents as well as other end items. • Libraries provide an organizational context for similar, yet non-product specific data storage. Library contexts enable the association of administrative policies, such as access control, indexing, event notification, and external file faulting rules to the objects in the library. • Projects are for developmental work. Projects are easy to create and manage by any user. Projects have great collaboration tools. There is iteration control but no revision or full configuration management (A.1, A.2 but can’t go to B). When objects in a project mature they can be sent to a Product or Library for full configuration control. • Programs are new to PDMLink 9.0. Programs are used for easier searching and access to multiple products, projects, or Libraries.

12. LANL Use Policies Red vs. Yellow and use policies • Yellow server is used for non-programmatic administration work or clearly non weapons unclassified work • The Red PDMLink server is for all weapons work Need To Know Controls • Projects: Administered by Project Leader • Products: Administered by Product Manager • Libraries: Setup and controlled by Business Administration team to meet the customers needs

13. PDMLink Infrastructure at LANL Yellow and Red setups include: • Production Server Backed up every night to an external site • Qualification Server Used for final testing before implementation on production server • Development Server(s) Test beds for new functionality or upgrades

14. Supported File Types • PDMLink will accept all file extensions • File types that PDMLink recognizes allow you to launch the application from PDMLink (MS Office, Adobe, image files, etc)

15. Object Types and Uses Windchill PDMLink Objects Documents CAD Documents Parts, End Items Links Change Items

16. Account Management Principal Administrators Principal Administrators support creation and maintenance of Windchill business objects describing users, groups, and organizations on both red (classified) and yellow (non-classified) networks. User Accounts Information: User name Full name E-mail address (imperative) Organization Password

17. Configured Doc Types Configured Documents or “Soft Documents” simply allow you to define your own set of attributes or parameters that you want to be able to search on LANL has rolled 7 types all under one document. LANL Document is used for: • Administrative Documents • Correspondence and Memos • System Engineering Document • Integrated Work Document • Engineering Authorization (released legacy) • Product Definition (released tiff of a drawing) • Support Drawing (released specs, etc)

18. PDMLink User Interface The Organization and Site tabs are limited to Business Administrators only. Yellow or highlighted box indicates active screen Search Tools Major Tabs Minor Tabs Customize View by: Folders, Documents, Author, In Work, Parts, etc. Details View

19. Home-Utilities Utilities minor tab allows you to set up user specific preferences, download software and many other utilities.

20. PTC Product Software Pro/Engineer The standard in 3D product design, featuring industry-leading productivity tools that promote best practices in design while ensuring compliance with your industry and company standards. Benefits • Powerful, parametric design capabilities allow superior product differentiation and manufacturability • Fully integrated applications allow you to develop everything from concept to manufacturing within one application • Automatic propagation of design changes to all downstream deliverables allows you to design with confidence • Complete virtual simulation capabilities enable you to improve product performance and exceed product quality goals • Automated generation of associative tooling design and manufacturing deliverables

21. PTC Product Software (cont.) Product View • A Powerful Visualization software tool for the Enterprise. ProductView MCAD Professional is a universal viewer that brings 'lightweight' 3D MCAD visuals of product models, assemblies, drawings, images and documents to everyone's desktop. • With ProductView, everyone who needs to can view, markup, interact and collaborate on all forms of digital product data. Benefits •  Provide product information access to all team members in a Web-centric and scalable environment • View a myriad of product data (e.g., MCAD/ECAD files, MS Office documents) without the authoring application • Accurately measure, section and compare 3D models, and assemble parts and complex product structures • Collaborate on centrally organized digital product information through markups and real-time collaboration • Improved productivity by allowing users to easily share visual information across the enterprise

22. PTC Product Software (cont.) Arbortext-Product Information Delivery Software Arbortext is an end-to-end product information delivery system that automates the authoring and publishing processes for the delivery of high quality, tailored product information in the form of operator manuals, service documentation, and eLearning courseware. EALink LANL is using Arbortext for EALink a LANL/PTC developed Engineering Authoring Tool that is now in production mode on the classified network.

23. EALink Authoring Form

24. PTC Product Software (cont.) Mathcad • Mathcad is engineering calculation software that drives innovation and offers significant personal and process productivity advantages for product development and engineering design projects. • Benefits • Easy to learn and use - no special programming skills required • Increases productivity, saving engineers time and reducing errors • Improves verification and validation of critical calculations • Captures intellectual property and promotes calculation best practices and reuse of calculation content • Enables secure, robust management of calculations when used with Windchill • Complete documentation of calculations supports standards compliance

25. Project Collaboration Tools - Routing

26. Project Tools – Reports

27. Number of users:

28. PDMLink Implementation Completed • Internal UNC & SRD network production servers in use for project management • CAD document & soft document approval routing • Configuration control in Project context (Pre-First Issue Release) • Internal development manufacturing activities In Progress • The W-11 Infrastructure Team is currently in the process of upgrading our PDMLink system from 8.0 to 9.0 on both the classified and non-classified networks. • Migrating soft documents from old Windchill to Windchill 9.0 Goals • Set up product structure for LANL delivered product • Implement production workflows and change control in Product context • Legacy CAD data cleansing, archiving, and migrating into product structures & Libraries

29. One Stop Shop LANL PDMLink Website: • Request Accounts • Training videos • PTCU training links • Tips and Techniques • FAQs • Reporting problems • Configuration Document

30. PDMLink Resources PTC Website – Products, solutions, training and support http://www.ptc.com/ PTC Resource Center – free downloads, demos and tutorials http://www.ptc.com/community/index.htm For a copy of this presentation Contact: angelq@lanl.gov For further information on PDMLink at LANL Contact: Dan Rushton 505 665 6103 drushton@lanl.gov