Business Solutions: business rules, principles, and best practices Applications: configuration management document management product configurators collaboration project management User functions: data vault and document management workflow and process management product structure management classification management program management Utility functions: communication and notification data transport and translation image services administration application integration © 2003 Crnkovic, Asklund, Persson Dahlqvist, ”Implementing and Integrating Product Data Management and Software Configuration Management” Figure 2.1 A PDM business solution model.

Design/ engineering Project management Manu- facturing Purchasing Marketing and sales Service Product lifecycle Customers Partners Suppliers © 2003 Crnkovic, Asklund, Persson Dahlqvist, ”Implementing and Integrating Product Data Management and Software Configuration Management” Figure 2.2 PDM supporting the whole PLC.

Submit Check in WIP Vault Release Vault Check out Revise Work location © 2003 Crnkovic, Asklund, Persson Dahlqvist, ”Implementing and Integrating Product Data Management and Software Configuration Management” Figure 2.3 Example of data vault usage.

© 2003 Crnkovic, Asklund, Persson Dahlqvist, ”Implementing and Integrating Product Data Management and Software Configuration Management” Figure 2.4 Example of a workflow for change approval. ! WIP vaultWork orderDesigner Production and inventory control Manufacturing engineering Configuration control Release vault Change review board

© 2003 Crnkovic, Asklund, Persson Dahlqvist, ”Implementing and Integrating Product Data Management and Software Configuration Management” Figure 2.5 Quantified BOM of a bicycle. TireHubSpoke 1321 Saddle Bicycle PedalWheelsHandlebarsFrame 12121

Variants Revisions Can 1111 Rev1 Lid 2222 Rev1 Bottom 5555 Rev1 Cylinder Container 3333 Rev1 Cylinder large 4444 Rev1 Cylinder large 4444 Rev2 Cylinder large 4444 Rev3 Cylinder medium 4333 Rev3 Cylinder small 4222 Rev1 Cylinder large Part Assembly © 2003 Crnkovic, Asklund, Persson Dahlqvist, ”Implementing and Integrating Product Data Management and Software Configuration Management” Figure 2.6 Example of different product structures.

Design view Manufacturing view Assembly 100 Part 200 Part 300 Part 400 Assembly 100 Part 200 Assembly 500 Part 300 Part 400 © 2003 Crnkovic, Asklund, Persson Dahlqvist, ”Implementing and Integrating Product Data Management and Software Configuration Management” Figure 2.7 Example of a product structure describing a can with variants and versions.

© 2003 Crnkovic, Asklund, Persson Dahlqvist, ”Implementing and Integrating Product Data Management and Software Configuration Management” Part Cylinder large 4444 Rev3 Specification Spec. large can 1321 Rev2 CAD model Large can 1213 Rev4 Spec_can.doc Can_large.doc Documents (As business items) Documents (As data items) Figure 2.8 Illustration of representation of documents by both business items and data items.

System *Compress GPS assembly GPS component Platform Product family Variant Variant group Variant system Basic and stable system Variant structure Selection condition Relative occurence Generic product structure Implements Also implements Class Generic module element Product program Aspected system Mirror image system Generic product element GPS Part *ProductProgram ID *Classification *UniqueID *Part number *Revision number *ProductProgram ID © 2003 Crnkovic, Asklund, Persson Dahlqvist, ”Implementing and Integrating Product Data Management and Software Configuration Management” Figure 2.9 Example of an information model.

A B B;1 B;2B;1 ReviseCheck-out Versions Check-out Check-in Revisions © 2003 Crnkovic, Asklund, Persson Dahlqvist, ”Implementing and Integrating Product Data Management and Software Configuration Management” Figure 2.10 Example of the connections between revisions and versions.

The file: desc.doc Managed files in file systems Metadata Database Clients PDM System Project: Mobile Phone Object: Document Date: Revision: B Document #: 1056-ABC File: h:\PDM\doc\desc.doc Application: MS-Word 6.0 Metadata table Example of metadata in one cell in the table © 2003 Crnkovic, Asklund, Persson Dahlqvist, ”Implementing and Integrating Product Data Management and Software Configuration Management” Figure 2.11 A PDM system with data vaults.

Workgroup server Corporate server Local area server Local area server Workgroup server Workgroup server © 2003 Crnkovic, Asklund, Persson Dahlqvist, ”Implementing and Integrating Product Data Management and Software Configuration Management” Figure 2.12 Example of a system architecture in a PDM system.

Workstations Corporate server Site A Site C Site B Site A Site C Metadata replication Metadata replication Data Workgroup server Data Local server Data Local server Data Workgroup server Data Workgroup server Data Local server Data © 2003 Crnkovic, Asklund, Persson Dahlqvist, ”Implementing and Integrating Product Data Management and Software Configuration Management” Figure 2.13 Example of a distributed environment in a PDM system.