Best Practices for Working with CAD and Product Structures Steve Shaw Product Management Director, PTC June 2011

Best Practices for Working with CAD and Product Structures Agenda Best Practices for Working with CAD and Product Structures Background PTC Best Practices Overview PTC Best Practices Details & Supporting Capabilities Q&A

CAD-Driven Product Structure Background CAD-Driven Product Structure Part: Cell Phone Part No: CEL9412 Cost: $34.95 Weight: 3.5 oz. Requirements Data Sheet CAD Model Viewable Test Plan Software Code Analysis Skeleton Model Not Built Builds Component Part Assembly Part No: KEY124 Name: Keypad Cost: $0.65 Weight: 0.25 oz. Manuf: Key, Inc. Part No: SCR243 Name: Screen Cost: $1.04 Weight: 0.35 oz. Manuf.: Screen, Inc. CAD Structure Enterprise Structure

Storyboard Overview 2 1 3 4 5 1 2 3 4 5 START Business Administration Enterprise Top Down Design 2 Business Administration 1 START Detailed Design 3 Preparation Leveraging New Windchill 10.0 capabilities to the fullest 1 Defining a New Product Concept Using enterprise top down design 2 Detailed Design Execution 3 Reconcile CAD-to-Part Relationships 4 Downstream deliver/usage 5 Finalizing Product Structure 4 Available for downstream activities/systems 5 END

System Administration, Configuration and Process considerations Preparation System Administration, Configuration and Process considerations START END Maintaining data consistency is a must What CAD tools does the system need to manage & do they have differing needs? What information should be extracted from the CAD models? relevant to Search? does it contain information relevant to the Part Do different design/product/organizational disciplines have differing needs? Preparation Leveraging New Windchill 10.0 capabilities to the fullest 1 Defining a New Product Concept Using enterprise top down design 2 Detailed Design Execution 3 Finalizing Product Structure 4 Available for downstream activities/systems 5

1 Preparation Attribute Management Identify File-based or Non-file-based attributes required for CAD Designated Dimensions / Parameters coming from CAD authoring tools (file-based) Attributes strictly managed in Windchill Identify and define any constraints What CAD attributes should be propagated to its related Part? Building Part structure from CAD propagates attributes to the Part All, Some, maybe None

Expanded CAD Document Soft-type support with 10.0 Possible use cases may be one of the following Desiring certain behavior based on a given authoring tool. Wanting more granular control of attributes that might be applicable for specific model types or disciplines Previous Windchill Releases have all attribute go on a single type.  For example: If I’m modeling a bearing, there may be attributes that are not applicable Managing differing OIRs (conventions and life cycles) for different disciplines.

Support for multiple CAD document soft types 1 Support for multiple CAD document soft types Select while Creating New CAD Document in Workspace New Create New CAD Document while creating New Part Drive type created based on CAD model attribute (parameter) value Use designated parameter UPLOAD_SOFT_TYPE Drives creation on upload of content to server Map CAD Document soft type to Part soft types As part of CAD document soft type definition Select CAD Document Type Forward looking information subject to change without notice © 2010 PTC

Support for multiple CAD document soft types 1 Support for multiple CAD document soft types Define types based on authoring tools Ex. Different soft types for Creo and AutoCAD Site wide configuration using EPMDefaultSoftTypes.xml Forward looking information subject to change without notice © 2010 PTC

CAD Document Templates 1 CAD Document Templates CAD Documents Template Support Create and check in CAD start parts into Windchill Steps to create CAD Document Template Navigate to the “Templates” page Available from Site Level to Context View “CAD Document Templates” Select new CAD Document template Navigate to the Cad Object to be used as a template Identify the necessary information Including Soft Type Select OK You can create as many templates off the same type object as necessary

Attributes to Control Associations & Part Behavior 1 Attributes to Control Associations & Part Behavior On/Off association with Boolean Using an attribute to control whether an association between a CAD document and a part should be created Details New Windchill 10.0 Site-wide preference Part Structure Override Attribute Name Located under Operation > Auto Associate Exclude auto association/creation with Boolean attribute on CAD Document Define attribute per CAD authoring tool © 2010 PTC

Attributes to Control Associations & Part Behavior 1 Attributes to Control Associations & Part Behavior On/Off association with Boolean Using an attribute to control whether an association between a CAD document and a part should be created Details New Windchill 10.0 Site-wide preference Part Structure Override Attribute Name Located under Operation > Auto Associate Exclude auto association/creation with Boolean attribute on CAD Document Define attribute per CAD authoring tool New Gathering Part concept Improves handling of CAD assemblies that exist only for modeling purposes Resolves the problem when the “assembly” doesn’t belong in the eBoM but it’s children do Details New Part attribute Gathering (Yes/No) Set manually on Part common attributes Drive setting based on CAD document attribute, with new Windchill 10.0 Site- wide preference Phantom Assembly Override Attribute Name Located under Operations > Auto Associate Defines attribute to be used per authoring tool © 2010 PTC

Defining a New Product Concept Using Enterprise Top Down Design Capabilities Iterative process of developing complex products in a concurrent fashion by going from concept product architecture to a defined set of design deliverables START END Preparation Leveraging New Windchill 10.0 capabilities to the fullest 1 Detailed Product Definition A Top Level a b 1 d B c C D E 002 003 001 A.asm a.prt b.asm 1.prt A-Skel D.asm 001.prt E.asm 002.prt 003.prt D-Skel.prt Develop Top-Down B Top Level A C Concept Product Architecture Defining a New Product Concept Using enterprise top down design 2 Top Level B A C a b c Top Level B A C a b c D Create CAD A.asm a.prt b.asm 1.prt A-Skel Detailed Design Execution 3 Finalizing Product Structure 4 Available for downstream activities/systems 5

Enterprise Top Down Design 2 Enterprise Top Down Design Challenge: Design complex multi-disciplined products Practice: Develop hi-level product architecture that drives a defined set of MCAD design deliverables used in concurrent and iterative development of complex products Capabilities: Simultaneous creation of enterprise part & associated CAD structures Interactive preview for conceptual development of design structures and validation Concurrent editing of associated structures with pro-active reconciliation of differences Synchronize and drive controlled changes throughout concurrent design development Benefits: Engineer products from top-down Shorten time to design by enabling concurrent design process Eliminate manual rework with automated communication of changes Create initial enterprise product architecture Create corresponding CAD deliverables Preview and manipulate in lightweight environment Drive CAD deliverables Manage changes and relationships © 2010 PTC

2 View the video here

Enterprise Top Down Design Capabilities & Workflow 2 Enterprise Top Down Design Capabilities & Workflow Simultaneous Creation of Part & Associated CAD Document from Create Part UI Folder browser Product Structure Browser Edit part structures in PSB and PSE Supports Adds & Removes Manual position entry/editing Set flag to indicate change to be reflected in CAD Positioning in Creo View and Save to PSB Components positioned in CAD when loaded Update CAD Assembly from Part Structures Compare and build in Structure Compare UI Option to execute “reverse build on check-in CAD Tools supported Creo 1.0 and Creo Elements/Pro 5 CATIA V5 Edit Compare & Build Validate Forward looking information subject to change without notice © 2010 PTC

Detailed Design Execution “Bottom Up” design completion and product structure updates START END Retrieval of TDD created assembly Creo 1.0 ability to accept/reject TDD changes Complete detailed design Working in CAD tool Data reuse New models/geometry constraints Design complete Associate/auto-associate new models to Parts Flag item as gathering Use parameters to control part creation behavior Check-in Product structure updated Preparation Leveraging New Windchill 10.0 capabilities to the fullest 1 Defining a New Product Concept Using enterprise top down design 2 Detailed Design Execution 3 Finalizing Product Structure 4 Available for downstream activities/systems 5

3 Detailed Design design of new components define parametric relationship Designate Parameter & Attributes design collaboration Edit/Create CAD-to-Part Associations apply constraints

Design In Context Overview 3 Design In Context Overview Enable Designers to create or update designs faster by finding the right information Filter CAD Assemblies and/or Product Structures in Windchill Spatial criteria (Box, Sphere, Proximity) Attribute criteria Preview Filtered Structures in Lightweight Viewer (Creo View) Configured Digital Mockup (cDMU) Design Reviews Clash and Interference Mgmt Load in CAD Tool to perform Design change CAD Tools supported Creo Elements/Pro 5.0 Creo 1.0 CATIA V5 Forward looking information. Subject to change without notice © 2010 PTC

Finalization of Product Structure Reconcile differences between CAD Assembly and Product Structure START END Leveraging the CAD assembly to generate rich intelligent Product Structures How things are modeled doesn’t always reflect the product structure, or Engineering Bill of Material Engineers need tools (and) flexibility to make adjustments Downstream consumers and processes depend on an accurate BoM Preparation Leveraging New Windchill 10.0 capabilities to the fullest 1 Defining a New Product Concept Using enterprise top down design 2 Detailed Design Execution 3 Finalizing Product Structure 4 Available for downstream activities/systems 5

CAD Driven Product Structure Challenges 4 Detailed Design CAD Driven Product Structure Challenges CAD Model For Modeling purposes only Parts Structure CAD Model specific subassy level not needed in Product structure Erroneously built in structure Bottom Up Incorrect Quantity modeled in CAD More flexibility Management of attributes & processes limited for CAD CAD and Product Structure not always the same Product Structure changes tied to workspace & CAD users No tools to view and compare structure © 2006 PTC

Improved Part – Document Relationships 4 Improved Part – Document Relationships Top-level.asm A.asm a.prt b.asm 1.prt A Top Level a b 1 Goals Deliver more flexibility to user working with product structure driven from CAD data Enable user outside of CAD tools to work with CAD driven product structure Key Capabilities Provide environment for viewing CAD and Product Structure side-by-side Compare differences Make edits Provide graphical feedback Relax restrictiveness of build rules Edit Product Structure qty. Restructuring capabilities Parameter driven part creation capabilities How can I change my Product Structure but keep the association to the CAD Model? © 2008 PTC

4 Structure Compare Side-by-side comparison of structures Launched from the Compare Action Side-by-side comparison of structures CAD-to-Part Part-to-CAD Part-to-Part Highlight and Navigate differences Additional cross-highlighting reporting in lower third Lightweight editing Bottom Up and Top Down Design build support © 2008 PTC

4 Structure Compare Central Column for difference reporting Build Structure on RHS Difference Navigation Configure table display Search structure Add’l reporting and comparison on highlighted row © 2008 PTC

Editing CAD Driven Product Structure 4 Editing CAD Driven Product Structure Gathering Parts Toggle gathering part on/off Purpose Handing assemblies that are for modeling only Elevating its children in the BoM Product Structure Identified with special part icon Controlled by Part attribute Edit Common Attributes toggle on/off Ability to initially set using CAD attribute BoM reports Excluded from BoM reports Children of gathering part maintained Children elevated up a level in BoM Toggle gathering part on/off Sub-asm_1 excluded children comp_3.prt & comp_4.rt elevated to 1st level © 2008 PTC

Editing CAD Driven Product Structure 4 Editing CAD Driven Product Structure What’s modeled isn’t always exactly what you want Changing Quantities Including for CAD built occurences Adding non-modeled items Bulk items © 2008 PTC

Editing CAD Driven Product Structure 4 Editing CAD Driven Product Structure What’s modeled isn’t always exactly what you want Deleting unwanted (built) members Model included in assembly for reference (not part of BoM) Correcting any unwanted items in structure Decide whether change should be propagated back to CAD System automatically keeps track of changes with Deleted Occurences © 2008 PTC

4 View the video here

Release to production systems START END Releasing BoM to downstream process Exporting BoM reports Available for MPM Publishing to ERP other downstream systems Preparation Leveraging New Windchill 10.0 capabilities to the fullest 1 Defining a New Product Concept Using enterprise top down design 2 Manufacturing Engineer Detailed Design Execution 3 Finalizing Product Structure 4 Available for downstream activities/systems 5

Questions?

Thank you!