Using Autodesk® Vault for Collaboration Between Purchaser and Suppliers Driss Yammouri Senior Consultant / MFG / Autodesk Consulting

Who is Driss?  Industrial Engineer  Autodesk Employee  + 10 years of consulting experience  Data Management, ERP Integration, … )  Visualization  Implementation  Coaching, Training  Project Management  Acting on a global basis  Based in Munich, Germany  Married, 1 Daughter

Agenda  Scenarios for internal and external collaboration  External Collaboration - Overview  External Collaboration – The Workflow  Summary

4 Scenarios for External and Internal Collaboration

München Externer Dienstleister Example Berlin Konstruktion San Francisco Fertigung Madrid Hauptsitz New York Vertrieb Los Angeles Home Office

Customer needsDescriptionOur Solution Internal Collaboration - inside a department - interdepartmental Check in / Check out, controlled access, Lifecycle definitions (released) for succeeding processes, Team collaboration at one design Autodesk Vault Workgroup Internal Collaboration multi Site  In Addition: one or more Databases – File synchronisation between different sites Autodesk Vault Collaboration/ Manufacturing Internal and external Collaboration with „non- CAD-Users“ like purchasing of tech. equip., production line, etc  Connect additional departments like process engineering, production line,...  easy to use Web based Application – also usable for mobile access  Read only access to all released Documents and part list (BOM) Autodesk Web Client (included in Autodesk Vault Collaboration / Manufacturing) Internal Collaboration with other Enterprise-Systems (ERP…)  sharing the Design Data to all succeeding processes of the company like ERP-, DMS-systems  Provide and update BOMs SharePoint Integration (included in Autodesk Vault Collaboration/ Manufacturing) Custom-Connector to your ERP System (Autodesk Vault Manufacturing) Collaboration with External Suppliers (ES)  Design dislocation to an external supplier  Data exchange between Purchaser and Supplier  compliance with the Purchaser CAD Standards Autodesk Vault Family Collaboration Scenarios

Customer needsDescriptionOur Solution Internal Collaboration - inside a department - interdepartmental Check in / Check out, controlled access, Lifecycle definitions (released) for succeeding processes, Team collaboration at one design Autodesk Vault Workgroup Internal Collaboration multi Site  In Addition: one or more Databases – File synchronisation between different sites Autodesk Vault Collaboration/ Manufacturing Internal and external Collaboration with „non- CAD-Users“ like purchasing of tech. equip., production line, etc  Connect additional departments like process engineering, production line,...  easy to use Web based Application – also usable for mobile access  Read only access to all released Documents and part list (BOM) Autodesk Web Client (included in Autodesk Vault Collaboration / Manufacturing) Internal Collaboration with other Enterprise-Systems (ERP…)  sharing the Design Data to all succeeding processes of the company like ERP-, DMS-systems  Provide and update BOMs SharePoint Integration (included in Autodesk Vault Collaboration/ Manufacturing) Custom-Connector to your ERP System (Autodesk Vault Manufacturing) Collaboration with External Suppliers (ES)  Design dislocation to an external supplier  Data exchange between Purchaser and Supplier  compliance with the Purchaser CAD Standards Autodesk Vault Family Collaboration Scenarios München Fertigung Madrid Hauptsitz

Customer needsDescriptionOur Solution Internal Collaboration - inside a department - interdepartmental Check in / Check out, controlled access, Lifecycle definitions (released) for succeeding processes, Team collaboration at one design Autodesk Vault Workgroup Internal Collaboration multi Site  In Addition: one or more Databases – File synchronisation between different sites Autodesk Vault Collaboration/ Manufacturing Internal and external Collaboration with „non- CAD-Users“ like purchasing of tech. equip., production line, etc  Connect additional departments like process engineering, production line,...  easy to use Web based Application – also usable for mobile access  Read only access to all released Documents and part list (BOM) Autodesk Web Client (included in Autodesk Vault Collaboration / Manufacturing) Internal Collaboration with other Enterprise-Systems (ERP…)  sharing the Design Data to all succeeding processes of the company like ERP-, DMS-systems  Provide and update BOMs SharePoint Integration (included in Autodesk Vault Collaboration/ Manufacturing) Custom-Connector to your ERP System (Autodesk Vault Manufacturing) Collaboration with External Suppliers (ES)  Design dislocation to an external supplier  Data exchange between Purchaser and Supplier  compliance with the Purchaser CAD Standards Autodesk Vault Family Collaboration Scenarios

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Customer needsDescriptionOur Solution Internal Collaboration - inside a department - interdepartmental Check in / Check out, controlled access, Lifecycle definitions (released) for succeeding processes, Team collaboration at one design Autodesk Vault Workgroup Internal Collaboration multi Site  In Addition: one or more Databases – File synchronisation between different sites Autodesk Vault Collaboration/ Manufacturing Internal and external Collaboration with „non- CAD-Users“ like purchasing of tech. equip., production line, etc  Connect additional departments like process engineering, production line,...  easy to use Web based Application – also usable for mobile access  Read only access to all released Documents and part list (BOM) Autodesk Web Client (included in Autodesk Vault Collaboration / Manufacturing) Internal Collaboration with other Enterprise-Systems (ERP…)  sharing the Design Data to all succeeding processes of the company like ERP-, DMS-systems  Provide and update BOMs SharePoint Integration (included in Autodesk Vault Collaboration/ Manufacturing) Custom-Connector to your ERP System (Autodesk Vault Manufacturing) Collaboration with External Suppliers (ES)  Design dislocation to an external supplier  Data exchange between Purchaser and Supplier  compliance with the Purchaser CAD Standards Autodesk Vault Family Collaboration Scenarios

Customer needsDescriptionOur Solution Internal Collaboration - inside a department - interdepartmental Check in / Check out, controlled access, Lifecycle definitions (released) for succeeding processes, Team collaboration at one design Autodesk Vault Workgroup Internal Collaboration multi Site  In Addition: one or more Databases – File synchronisation between different sites Autodesk Vault Collaboration/ Manufacturing Internal and external Collaboration with „non- CAD-Users“ like purchasing of tech. equip., production line, etc  Connect additional departments like process engineering, production line,...  easy to use Web based Application – also usable for mobile access  Read only access to all released Documents and part list (BOM) Autodesk Web Client (included in Autodesk Vault Collaboration / Manufacturing) Internal Collaboration with other Enterprise-Systems (ERP…)  sharing the Design Data to all succeeding processes of the company like ERP-, DMS-systems  Provide and update BOMs SharePoint Integration (included in Autodesk Vault Collaboration/ Manufacturing) Custom-Connector to your ERP System (Autodesk Vault Manufacturing) Collaboration with External Suppliers (ES)  Design dislocation to an external supplier  Data exchange between Purchaser and Supplier  compliance with the Purchaser CAD Standards Autodesk Vault Family Collaboration Scenarios

12 External Collaboration - Overview

Challenges  Easy to use  Provide data easily  Get fast access to the provided Data  Simple data import  Data and process security München Externer Dienstleister Berlin Konstruktion

...more challenges  Customer don‘t want to share his know how with the Supplier  Simplified design  Design-Envelop-Approach  Bounding geometry  Only the needed data will be provided  In best case: one part  Protection of the provided data  No unmeant modification for the source Data  Easy update scenario  Update easily changes in the design for purchaser and supplier

Solutions  Direct connection via VPN  Fast internet access needed  Existing VPN access to the company network ...  Provide data manually  Autodesk Streamline  FTP   DVD ...

Solutions – Overview  Access via VPN  Stable and fast VPN-connection needed  Download faster than the Upload  „External“ works like an „Internal“  No Data-Export/Import needed  Data are always up to date  Access to all standard parts  User will have special rights and a special view (e.g. One special Folder)  Additional administrative costs  Available license for the ext. supplier?  No access to the Vault Database  Manual, deferred database update  Not so much Admin costs  Additional effort for the data export/import  Standard parts database has to be provided  Use Case: enclosed/completed design task  Rename of data is not allowed  Remove of data is not allowed  No additional license needed Direct connection via VPNProvide data manually

Completed design task Purchaser Purchaser SupplierSupplier

Completed design task  Demo

Design changes made by the purchaser ChangeChange CopyCopy Change Settings Purchaser Purchaser

Design changes made by the purchaser  Demo

Supplier updates the design environment SupplierSupplier Purchaser Purchaser Send back to the Purchaser

Supplier updates the design environment  Demo

Good To Know - Purchaser  Provide a Vault environment as database backup  Include Number-scheme, Lifecycle, Templates, etc  Provide your standard parts database  „MDF“ file can be imported via ADMS Console  Provide „local content“ (if used – see Inventor settings)  Duplicate standard parts will be recognized during data import  Define a Folder structure for the supplier  Supplier saves his data in this special folder(s). This folder could be renamed later.  A project file  Use identical workspaces  Lifecycle (release for transfer at the purchaser)  Process security and project documentation  Create a „supplier“ user  Follow which file was created, modified etc by whom

Good To Know - Purchaser  Provide a Vault environment as database backup  Include Number-scheme, Lifecycle, Templates, etc  Provide your standard parts database  „MDF“ file can be imported via ADMS Console  Provide „local content“ (if used – see Inventor settings)  Duplicate standard parts will be recognized during data import  Define a Folder structure for the supplier  Supplier saves his data in this special folder(s). This folder could be renamed later.  A project file  Use identical workspaces  Lifecycle (release for transfer at the purchaser)  Process security and project documentation  Create a „supplier“ user  Follow which file was created, modified etc by whom  Supplier keeps your CAD Standards  Reduce time and costs by providing an „initial-package“  High data quality, fast and easy data export and import  Reduce costs and improve quality by using one workflow for all suppliers  Supplier keeps your CAD Standards  Reduce time and costs by providing an „initial-package“  High data quality, fast and easy data export and import  Reduce costs and improve quality by using one workflow for all suppliers

Good To Know - Supplier  Document of your delivered effort using lifecycle status  Follow: what was delivered and when, which version was delivered  Which changes from the Purchaser had affected your design  Restore the purchaser backup  Detach all existing DBs in your ADMS Console (otherwise all DBs will be deleted)  Use one single „Vault“ per each purchaser  Not used Vaults can be backed up/detached  Use only the specific Vaults from that Clients you are working for  Detach all not used Vaults to keep performance  Purge your local workspace before you do an import!  Choose the „right“ project file before starting your work!  Use identical workspace structure  Important for standard parts, iParts...

Good To Know - Supplier  Document of your delivered effort using lifecycle status  Follow: what was delivered and when, which version was delivered  Which changes from the Purchaser had affected your design  Restore the purchaser backup  Detach all existing DBs in your ADMS Console (otherwise all DBs will be deleted)  Use one single „Vault“ per each purchaser  Not used Vaults can be backed up/detached  Use only the specific Vaults from that Clients you are working for  Detach all not used Vaults to keep performance  Purge your local workspace before you do an import!  Choose the „right“ project file before starting your work!  Use identical workspace structure  Important for standard parts, iParts...  Use the templates and Styles from the purchaser and keep automatically his CAD-Standards  Reduce time and cost for Initial environment setup by using a Vault Backup  Security, documentation, Organisation  Use all advantages of Autodesk Vault Products like Copy Design, automatic File naming, etc  Use the templates and Styles from the purchaser and keep automatically his CAD-Standards  Reduce time and cost for Initial environment setup by using a Vault Backup  Security, documentation, Organisation  Use all advantages of Autodesk Vault Products like Copy Design, automatic File naming, etc

Summary  Easy to use  Provide Data easily  Get fast access to the provided data  Data and Process Security  Client don‘t want to share his know how with the Suppl ier  Provide only needed data  Protection of the provided data  Easy update scenario

Q & A