Jason Westman MWDUG September 5 th, 2003 Configurable Engineering Applications and Migration

Overview  Founded 1996, became one of DCTM’s largest SI’s  Fully Migrated to Software Applications Company  300+ Global 2000 Customers worldwide  40,000+ licenses in 47 Countries  Managing Engineering Content in the DCTM environment  ISO 9001 accreditation for software development

McLaren Customers Design & ConstructionOil & Gas Chemicals PharmaceuticalsTransport & Distribution Utilities

McLaren Tools  CADLink  DocLoader  RenderCenter  VueServer McLaren Enterprise Engineer Applications – family of configurable engineering content management applications powered by the Documentum platform  Drawing Manager  Concurrent Engineer Tools and Applications  Solo  Business Action Manager  kConcurrent  kTransmit

Platform and Application Oracle Configurable Applications Configurable Applications Documentum

Deployment / Migration  Data Migration  Application Functionality  Customized  Configurable Applications

Overview Design Development Implementation Time Application Customization Design prototyping and coding of key components Development and coding of key components Implementation of key components and integration with 3 rd Party software Time consuming iterations Repeating the design and development of key components End result is a static application

Application Deployment Methods McLaren Apps (Desktop and Web) Check out XML. Edit XML Studio. Add XML tag. Specify properties. Save and Check back in. Change available immediately (no logout required). Traditional – VB (Desktop) Obtain VB source code. Open VBP. Edit GUI. Add code to populate list. Add validation rules. Save source code. Compile DLL. Create CAB file. Open DocApp in Developer Studio. Edit the component ACX and replace CAB file. Check DocApp back in. Not available until next user login.

Overview Design Time Key components pre-defined in templates Design prototyping via XML configuration file No Development of key components Implementation started earlier with less risk of design iterations Faster implementation with working system out-of-the-box Template configurations easily changed to map to bus processes Real-time prototyping to accelerate user acceptance Application Configuration Implementation

Traditional Configuration Business Content and Documents Static Business Rules & Java/HTML Code State, Security, Role, external links etc. Static Business Rules & VB Code State, Security, Role, external links etc. Static Dialog Boxes Static Pages Back Office Windows DesktopWeb Users

Dynamic Client Presentation Back Office Users State Configurable Business Rules (XML) SecurityUser Role External Databases Business Content and Documents Dynamic Business Forms () For Desktop For Web

Benefits of Configurable Applications  Fast route from innovation to user acceptance  Shorter time from design through to development  Shorter time to deploy to the business users  Reduced development costs  Future upgrade cost and duration are minimized  Simple deployment and at a local level of control  Leverage evolution of product lifecycle

McLaren Enterprise Engineer – High Level  Document & Drawing Management  Engineering Document Lifecycles  CAD Management  Concurrent Engineering  Regulatory Compliance  Transmittals  Reporting & Notifications  Records Management  Workflow and Task Management  Viewing and Redlining  Publishing & Plotting  Bulk loading, exporting and archiving

McLaren Enterprise Engineer – Low Level  Reporting and Notification  Dynamic Business Forms  Dynamic Data Validation  Dynamic Integration Services  Complex Lifecycle Management  Complex Number Management  Complex File Management  Flexible Document versioning  Electronic Sign off  Dynamic watermarking  Automatic Audit Trail Generation  Configurable search screens  Database Table Maintenance  Adhoc Workflow Definition  Synchronised Desktop and Web versions  Multi-format rendition engine  Multi-format thin client viewing  Rules driven bulk loading  Rule driven bulk exporting  Offline access  CAD Reference file management  Complex relationship management

Configurable Applications - Example  Drawing Manager  Seamless Linkage from Docbase to CAD applications  Pre-Configured Lifecycles, Revision Numbering, State Management, Electronic Signoff, Watermarking, and Reporting  Title Block Synchronization  Hybrid Drawing Management  Dynamic Business Forms and Validation  Integrated Thin-Client viewing and mark-ups for Web users  Synchronized Webtop and Desktop clients  Configurable Core Actions: New, Import, Copy, QuickFind, Properties  Configurable Lifecycles, Numbering schema, Electronic Signatures  Complex File Management

Overview Extended Dynamic Applications  Complex State Management  Additional state functionality available for lifecycles.  Group promotion of documents.  Configurable Check In Options & Post Process on Check In.  Independent lifecycle, controlled by user roles allowing state skips.  Multiple lifecycles – project-based vs. plant  Complex File Management  Automatic creation of appropriate folders when documents are created.  Documents are linked to an appropriate folder depending on lifecycle state of the document.  Documents “move” between folders as documents lifecycle status changes.  Folder names can be generated from document properties.

Overview Extended Dynamic Applications  Electronic Signature  Electronic Signature can be set to prompt for Username, Password and Reason.  This can be easily configured for any state in the Lifecycle.  Report Generator  Create formatted reports based on a DQL statement.  Configurable using ‘XML’.  History  History field will record Electronic Signature Username and Changed States.  This can be easily configured for any state in the Lifecycle.

Overview Extended Dynamic Applications  Database Table Maintenance  Interface to maintain data in registered tables without using a database application.  Control over permission to view and edit data.  Revision Numbering  Allows document revision depending on what state in its Lifecycle.  Imprint  Provides stamping to PDF renditions.  Watermarking, Header and Footer using DCTM and Literal Attributes.  Criteria based on Attribute value.

Questions?