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

2. 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

3. 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
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CAD Structure
Enterprise Structure

4. 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

5. 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

6. 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

7. 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.

8. Support for multiple CAD document soft types1
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

9. Support for multiple CAD document soft types1
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

10. CAD Document Templates1
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

11. Attributes to Control Associations & Part Behavior1
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

12. Attributes to Control Associations & Part Behavior1
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

13. 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

14. Enterprise Top Down Design2
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

15. 2
View the video here

16. Enterprise Top Down Design Capabilities & Workflow2
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

17. 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

18. 3 Detailed Design design of new components
define parametric relationship
Designate Parameter & Attributes
design collaboration
Edit/Create CAD-to-Part Associations
apply constraints

19. Design In Context Overview3
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

20. 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

21. CAD Driven Product Structure Challenges4
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

22. Improved Part – Document Relationships4
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

23. 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

24. 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

25. Editing CAD Driven Product Structure4
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

26. Editing CAD Driven Product Structure4
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

27. Editing CAD Driven Product Structure4
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

28. 4
View the video here

29. 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

30. Questions?

31. Thank you!