1. Teamcenter Express: Putting the Puzzle Together

2. Teamcenter Express Implementation Author: Kevin Baxter Company: Solid Solutions, LLC Email: kbaxter@SolidSolutionsCorp.com Boise, ID Phone: 208.869.4069

3. Wed. June 4, 2008; TcX Implementation; Kevin Baxter; Solid Solutions, LLC 3 Solid Solutions, LLC  Established in 2000  Office Location: Boise, Idaho  Lines of Business: 1) Software Implementations Group Solid Edge Data Cleanup Solid Edge Data Migration Teamcenter Express Implementation Insight 2) Consulting & Contract Design Group Mechanical Engineering, Modeling, Detailing, FEA Training, Support, System Integration Custom Application Development with Partners

4. Wed. June 4, 2008; TcX Implementation; Kevin Baxter; Solid Solutions, LLC 4 Teamcenter Express Advantages  Very Configurable (Be Careful to not Overdo)  Individual File Release Control  Engineering/Manufacturing Data Repository (all design data / spec’s)  Expandable / Upgradable  Precise Permission Control for Data Access  Multi-Site / Multi-CAD compatible  Shop Floor Support

5. Friday, April 27, 2007; TcX Implementation; Kevin Baxter; Solid Solutions, LLC 5 Decisions for TcX  Network File Management out of Control  Better File Control (release / engineering process)  Automated Workflows  Improved Permission Control / File Access  Expanding data creation  Multi-CAD support  Expandable to Manufacturing Support

6. Wed. June 4, 2008; TcX Implementation; Kevin Baxter; Solid Solutions, LLC 6 Successful TcX Implementation  Management & User Buy In  Define Scope (Stick to it)  Data Clean-up / Organization, before migration  Server Set-ups  Item Types, Attribute Mapping  Access Control  Client Set-ups  Testing / Training  Understand Limitations

7. Implementation Methodology Wed. June 4, 2008; TcX Implementation; Kevin Baxter; Solid Solutions, LLC 7 Requirement Analysis As - Is Gap Analysis To - Be Definition Phase Scope Search Attributes File Naming Conventions Configuration Phase Server Configuration Client Configuration Network Configuration PDM Configuration Document Testing & Training Phase Testing User Training Hand Holding Maintenance Phase Database Tuning Performance Tuning Support Go Live Access & Permissions Data Migration

8. Wed. June 4, 2008; TcX Implementation; Kevin Baxter; Solid Solutions, LLC 8 Define Scope of Implementation  Evaluate existing data condition  Standard Parts library usage?  Implement Workflows / Notifications  Data Import  What Comes First / How Long Will it Take?  Is all data history required or only current revision?  Extend to other document types in office  Release Process  ECO Process  View & Markup Process  Server(s) (will there be Production, Training/Test)

9. 9 Server Configuration Options  Common  Tcfs Service  FMS Service  ETS Service  Independent  Tcfs Services  FMS Services  ETS Services  Single TEM Install  Dual TEM Install  Independent Servers  Independent  Tcfs Services  FMS Services  ETS Services

10. Friday, April 27, 2007; TcX Implementation; Kevin Baxter; Solid Solutions, LLC 10 TcX Item Master Form Rendering

11. Friday, April 27, 2007; TcX Implementation; Kevin Baxter; Solid Solutions, LLC 11 TcX Item Revision Master Form Rendering

12. Friday, April 27, 2007; TcX Implementation; Kevin Baxter; Solid Solutions, LLC 12 TcX Item Revision Master Form Rendering

13. Friday, April 27, 2007; TcX Implementation; Kevin Baxter; Solid Solutions, LLC 13 TcX Examples, User Property Names

14. Friday, April 27, 2007; TcX Implementation; Kevin Baxter; Solid Solutions, LLC 14 TcX Form Definition  Search for this on the GTAC website. Explains process to define XML form rendering definition.  Must be done before importing data.  Each “Item” (Master & Revision Master) must have unique definition.

15. Friday, April 27, 2007; TcX Implementation; Kevin Baxter; Solid Solutions, LLC 15 TcX Examples,

16. Friday, April 27, 2007; TcX Implementation; Kevin Baxter; Solid Solutions, LLC 16 TcX Examples, Released Files

17. Friday, April 27, 2007; TcX Implementation; Kevin Baxter; Solid Solutions, LLC 17 TcX Search Modification

18. Friday, April 27, 2007; TcX Implementation; Kevin Baxter; Solid Solutions, LLC 18 TcX Document Distribution Query

19. Friday, April 27, 2007; TcX Implementation; Kevin Baxter; Solid Solutions, LLC 19 TcX Document Distribution Report

20. Friday, April 27, 2007; TcX Implementation; Kevin Baxter; Solid Solutions, LLC 20 Data Clean-Up  Renaming files (see SEEC doc’s, Bad Char’s, Length)  Avoid Data Duplication, Only single copy of SE files (123.ASM, 123.PSM, 123.PAR Not Allowed)  Fix All Broken Links  Illegal Characters  File Naming Conventions for Future  Folder structure goes away  Open & Save in Latest Version  Attribute Adjustments  Non SE Data Management

21. Friday, April 27, 2007; TcX Implementation; Kevin Baxter; Solid Solutions, LLC 21 Requirements, Set-up / Implementation  Teamcenter Express Implementation Guide  http://support.ugs.com/docs/tc_exp/30/TcXGettingStarted.pdf http://support.ugs.com/docs/tc_exp/30/TcXGettingStarted.pdf  http://support.ugs.com/docs/tc_exp/30/TcXInstallationGuide.pdf http://support.ugs.com/docs/tc_exp/30/TcXInstallationGuide.pdf  http://support.ugs.com/docs/tc_exp/30/TcXReleaseBulletin.pdf http://support.ugs.com/docs/tc_exp/30/TcXReleaseBulletin.pdf  SEEC Implementation Guide  http://support.ugs.com/docs/se/seec_Best_Practices.pdf http://support.ugs.com/docs/se/seec_Best_Practices.pdf  Teamcenter Data Cleanup  http://download.ugs.com/solid_edge/Teamcenter_Data_Prep_Utilities/ver20/S olid_Edge_Data_Prep_And_Import_Utilities_V2.0.0.7_ForV20._msi http://download.ugs.com/solid_edge/Teamcenter_Data_Prep_Utilities/ver20/S olid_Edge_Data_Prep_And_Import_Utilities_V2.0.0.7_ForV20._msi  Other Integrations  Applications CD/DVD:

22. Friday, April 27, 2007; TcX Implementation; Kevin Baxter; Solid Solutions, LLC 22 Solid Edge Otptions-XML Setup Must be set to yes for user to update their settings.

23. Friday, April 27, 2007; TcX Implementation; Kevin Baxter; Solid Solutions, LLC 23 Permissions  Identify TcX Users/Groups/Roles  Add Required Groups and Roles  Set Required Permissions

24. Friday, April 27, 2007; TcX Implementation; Kevin Baxter; Solid Solutions, LLC 24 Understanding Limitations Some limitations exist. Knowlegde of these will minimize complications later.  Links to other files can present challenges. (Setup company best practices)  XpressRoute piping links and how to revise.  Assembly links to other parts (Cutouts, Ref’s, Etc.)  FOP’s  FOA’s  Interpart Copy  Parts Library

25. Friday, April 27, 2007; TcX Implementation; Kevin Baxter; Solid Solutions, LLC 25 Client Components  Disable Antivirus on SE file types and others as needed.  PAR, PSM, ASM, CFG, PWD, PCF, IXF, QAF, JT  Setup Teamcenter Express Client  Set SE XML file with options and update  SEEC Client  Latest Service Pack for Version Used  Set Users Cache Location  Other CAD Managers

26. Friday, April 27, 2007; TcX Implementation; Kevin Baxter; Solid Solutions, LLC 26 Challenges in TcX Implementation  Resistance to change  Legacy data migration  Collaboration over limited bandwidth  Meeting Users / Department specific needs

27. Friday, April 27, 2007; TcX Implementation; Kevin Baxter; Solid Solutions, LLC 27 Requirements, IT Administrator  Ensure that you understand thoroughly:  Daily work flow in TcX  Release Process  Backup & Restore Procedures  Adding and Removing Users  Granting Revoking Rights & Privileges to Users  File / Database Maintenance  These tasks are critical to a successful implementation.

28. Friday, April 27, 2007; TcX Implementation; Kevin Baxter; Solid Solutions, LLC 28 End User Efficiency Requirements  TcX Client Familiararity  Forms with Required Attributes  Templates for new documents  Common Parts Library  Continual Education on New Features and Company Standards

29. Friday, April 27, 2007; TcX Implementation; Kevin Baxter; Solid Solutions, LLC 29 Maintenance / Disaster Recovery Plan  Backup database regularly  Use the built in backup inside SQL or third party (AvePoint) Enterprise Manager DB, SE DB, WSS DB & Master DB  Back up these to another location  Use backup utility to backup entire Db.  Truncate log files or verify this is happening often.  Monitor “Log File” drive on a regular basis.  If it’s getting large, investigate reason  Have a plan for the failure of the backup plan

30. Q & A

31. Friday, April 27, 2007; TcX Implementation; Kevin Baxter; Solid Solutions, LLC 31 Documentation References  Teamcenter Engereering Utilities Reference, Doc. # ENG00016  http://support.ugs.com/docs/tc_eng/2005sr1/UtilitiesReference.pdf http://support.ugs.com/docs/tc_eng/2005sr1/UtilitiesReference.pdf ps_upload; release_man; import_file; install (options); backup_xmlinfo; purge_invalid_subscriptions; schema browser; collect_garbage; dataset_cleanup; datasettype_cleanup; purge_volumes