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© 2015 Lexmark International, Inc. All rights reserved. December 8 – 16 th, 2015 2015x Enovia Upgrade Training.

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Presentation on theme: "© 2015 Lexmark International, Inc. All rights reserved. December 8 – 16 th, 2015 2015x Enovia Upgrade Training."— Presentation transcript:

1 © 2015 Lexmark International, Inc. All rights reserved. December 8 – 16 th, 2015 2015x Enovia Upgrade Training

2 © 2015 Lexmark International, Inc. All rights reserved. 2 Training Overview Background High Level Changes Page Changes and Navigation Access Logging In and Setting Up Help!

3 © 2015 Lexmark International, Inc. All rights reserved. 3 Why Upgrade? Resolve platform issues Leverage new capabilities

4 © 2015 Lexmark International, Inc. All rights reserved. 4 High Level Changes The Broad Strokes…

5 © 2015 Lexmark International, Inc. All rights reserved. 5 What’s Not Changing Creating objects (Parts, ECs, Info Trackers, etc.) Promoting/demoting objects Running ECs General business processes

6 © 2015 Lexmark International, Inc. All rights reserved. 6 What IS Changing... UI and Navigation Add Menu Apps organize content in the same manner as current mega menus.

7 © 2015 Lexmark International, Inc. All rights reserved. 7 My Social and Collaborative Apps aka “North”

8 © 2015 Lexmark International, Inc. All rights reserved. 8 My Social and Collaborative Apps Collaboration & Approvals Default view is Tasks The former “My Enovia” menu Clipboard/Collections Clipboard Collections Routes Route Summary Route Templates Tasks Subscriptions Discussions Documents Member Lists My Tools Import Templates

9 © 2015 Lexmark International, Inc. All rights reserved. 9 My Social and Collaborative Apps Engineering BOM Default page is Parts My Engineering View Parts ●Create ●Attach to ECs ●Promote/Demote ●Change Owner ECs - Owned ●Create ECs – Assigned Specifications Machine Type Hierarchy ●Machine Type ●Machine Type Models Tab Drawings ●Owned ●Create BOM Compare Report

10 © 2015 Lexmark International, Inc. All rights reserved. 10 My Social and Collaborative Apps Project Management Default view is Projects Product Product Configurations ●Owned ●Originated Product Hierarchy ●Product Lines ●Product Models Program ●Projects

11 © 2015 Lexmark International, Inc. All rights reserved. 11 Page Changes and Navigation New icons, moving between pages, and more…

12 © 2015 Lexmark International, Inc. All rights reserved. 12 Info Bar The Properties page is still the default for open objects. Info Bar

13 © 2015 Lexmark International, Inc. All rights reserved. 13 Info Bar Contains general information about the object. Is persistent as you navigate through the object.

14 © 2015 Lexmark International, Inc. All rights reserved. 14 Info Bar - Drop Zone Files of various types may be loaded here. Does not replace the linkage with TeamCenter for specs. Files are placed in either Reference Documents or Files, depending on the type of object.

15 © 2015 Lexmark International, Inc. All rights reserved. 15 Info Bar – Refresh and Collapse/Expand Refresh appears orange when you have previously accessed a page, and that page may now be out of date. Collapse/Expand simply reduces the Info Bar to the object Name and Lifecycle.

16 © 2015 Lexmark International, Inc. All rights reserved. 16 Lifecycles New Approvals/Tasks icons New Promote/Demote icons Add Task Add From Template

17 © 2015 Lexmark International, Inc. All rights reserved. 17 Child Window Navigation You can see that you are in a child window based on the appearance of the “Me” icon in the upper right portion of the toolbar. Child window is under- intensified. Parent window is selectable.

18 © 2015 Lexmark International, Inc. All rights reserved. 18 Structure Views Project Management > Product Hierarchy

19 © 2015 Lexmark International, Inc. All rights reserved. 19 Structure Views The default is the expandable tree. Clicking the Categories view displays the category tree for that object.

20 © 2015 Lexmark International, Inc. All rights reserved. 20 Navigation and Related Items A selected object becomes the current context. Selected object does not insert into expanded category tree of the current object. For example, a specification on a part Specifications page replaces the part as the page context. The specification Related Items accesses the connected part.

21 © 2015 Lexmark International, Inc. All rights reserved. 21 Navigation and Related Items Use the Open in New Window button to display the specification and continue viewing the part. Use to retain context with any category tree object, such as part ECs, EC Affected items, etc.

22 © 2015 Lexmark International, Inc. All rights reserved. 22 Where Used EBOM PowerView > View Collections > Actions Part Workbench > View Where Used will only be available in 3 areas:

23 © 2015 Lexmark International, Inc. All rights reserved. 23 Access Changes to the Paradigm

24 © 2015 Lexmark International, Inc. All rights reserved. 24 Access Model is Simplified Access may be granted to Company or Person. The Security Setting of new parts created after the upgrade shall determine the Access: Internal Use is default – Only Companies can be added. ▸ Lexmark is automatically included and cannot be removed; supplier Companies can be added. Other Security Settings use a combination of Person and/or Company.

25 © 2015 Lexmark International, Inc. All rights reserved. 25 Access Model is Simplified Parts at the time of the upgrade temporarily display two Access page tabs: Access – for adding access to a Person or Company

26 © 2015 Lexmark International, Inc. All rights reserved. 26 Access Model is Simplified Legacy Access – displays access from the previous system. For about a month after the upgrade, Legacy Access will be migrated to use only Person and Company. After migration, Legacy Access is deleted, leaving just the Access tab to view, Add, and Remove.

27 © 2015 Lexmark International, Inc. All rights reserved. 27 Logging In and Setting Up

28 © 2015 Lexmark International, Inc. All rights reserved. 28 Browsers Firefox 31 or higher. IE 10 or 11 are required. Chrome is not supported. Enter at your own risk. IE 8 is no longer supported.

29 © 2015 Lexmark International, Inc. All rights reserved. 29 Logging In https://plm.lexmark.com Your Short Name or Log In Your Password

30 © 2015 Lexmark International, Inc. All rights reserved. 30 Logging In Under Role, select Enterprise User. Click “OK”. If you receive this message, contact PLM Support.

31 © 2015 Lexmark International, Inc. All rights reserved. 31 Home Screen Click on the My Social and Collaborative Apps, aka North, on the compass. Under My Roles / Profile: ●Select Roles with the “>” to the right of the silhouette. ●A check mark will appear above the silhouette for any active roles.

32 © 2015 Lexmark International, Inc. All rights reserved. 32 Setting My Favorite Apps Expand My Social and Collaborative Apps Click and hold an app Drag and drop in My Favorite Apps The only functional Apps are: ●Engineering BOM ●Collaboration & Approvals ●Project Management For specific users: ●Classify & Reuse You must drop over the green drop zone to add the app!

33 © 2015 Lexmark International, Inc. All rights reserved. 33 Removing a Favorite App Drag and drop to the Remove App zone at the top of the App Panel. You must wait for Remove App to turn red before you can drop the app.

34 © 2015 Lexmark International, Inc. All rights reserved. 34 Summary

35 © 2015 Lexmark International, Inc. All rights reserved. 35 Key Points Not Changing: Creating and working with objects. Business rules. UI Changes: App based environment Cannot hide non-functional items Collaborations & Approvals Engineering BOM Project Management Classify & Reuse (limited)

36 © 2015 Lexmark International, Inc. All rights reserved. 36 Key Points Navigation Compass is used to view and navigate between apps. Remember to navigate back to the parent screen from a child window. Use Related Items to navigate back to context objects.

37 © 2015 Lexmark International, Inc. All rights reserved. 37 Key Points Access Set only at a Person or Company level. Other access is controlled by Security level. Internal Use – Lexmark is automatic. Supplier Companies may be added. Lexmark Confidential – Lexmark is default, can be removed by Security Owner. Companies or People may be added. Lexmark Confidential Restricted – Only individual People may be added by Security Owner.

38 © 2015 Lexmark International, Inc. All rights reserved. 38 Key Points Go Live – December 14 th. WATCH YOUR EMAIL for important updates and reminders! Url is the same: https://plm.lexmark.com Use appropriate browsers. Firefox 31 ESR or higher. IE 10 or 11 are required. Set-up will be required on log in.

39 © 2015 Lexmark International, Inc. All rights reserved. 39 HELP! Email:plmsup@lexmark.complmsup@lexmark.com Americas: 1-859-232-6007, Option 11-859-232-6007 Asia/Pacific: 63-32-234-8777 Innovate:PLM User CommunityPLM User Community Lexmark PLM Help: on the Enovia top bar Lexmark PLM Help on the ? menu https://plm.lexmark.com/epss/

40 © 2015 Lexmark International, Inc. All rights reserved. 40


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