Agilent Compliance Connect · •Agilent Compliance Connect is a custom version of the Enovia...

Confidentiality Label

April 23, 20091

Agilent Compliance

Connect

April 1, 2009


April 23, 20092

Introduction

Agilent Technologies, like other companies in the electronics

industry, will begin following the European Union (EU) directive

on Restriction of Hazardous Substances (RoHS) in products,

along with similar environmental regulations. Therefore it is

imperative that each of our suppliers provide all the information

requested on the parts currently being sold to Agilent

Technologies or pending sourcing decision.

Introduction – continued

Agilent is using MatrixOne’s Compliance ConnectTM, reporting Tool (a Microsoft Excel-based data collection spreadsheet) to collect material disclosure from our suppliers. Compliance ConnectTM has become a widely-used industry solution for collecting material disclosure information to meet this requirement.

You will help ensure the accuracy of your data by adhering to

the reporting structure of the Compliance ConnectTM Tool,

which will be explained in this document

Completion of the report and submission to Agilent constitutes a

testament that all the information is true and correct to the best

of the supplier’s knowledge


April 23, 20093

IMPORTANT! README FIRST!

Use of Agilent Compliance Connect for fulfilling Material

Declaration Requests from Agilent Technologies

• Agilent Compliance Connect is a custom version of the Enovia application. It includes key

data validation checks for you and Agilent. PLEASE USE our version of Compliance Connect

known as “Agilent Compliance Connect” (ACC).

• It is very important that you import the provided pre-populate file into Agilent Compliance

Connect, as it contains your supplier identification number and company name the way Agilent

recognizes your company in our compliance system. In addition, it also contains OTHER KEY

DATA that is necessary for our processing. Failure to use the PRE-POPULATE FILE AS

PROVIDED may result in processing issues after return to Agilent Technologies and thus

additional rework.

• Please return only the exported XML file (ending in .agmcc) to the Agilent requestor’s email

address Please do not return the 6.7MB Agilent Compliance Connect Template!

• Agilent Technologies can only accept .agmcc file extensions, exported from Agilent

Compliance Connect

• Files ending in .cxs, .cxe, .xls and others cannot be accepted without prior arrangement with

the requestor.


April 23, 20095

Where to Download Agilent Compliance Connect

Download latest revision of

Agilent Compliance Connect from here.

URL: http://www.agilent.com/supplier/Agilent_Materials.shtml

Tip: As a best practice, you should always check

here to see if you have the latest version, and

download it if you don’t have the latest version,

discarding your older version.

http://www.agilent.com/supplier/Agilent_Materials.shtml

What You Will See athttp://www.agilent.com/supplier/Agilent_Materials.shtml


April 23, 20097

When You use Agilent Compliance Connect

You are either providing a declaration of the full

substance/material chemical composition of your parts or,

If making only a RoHS Yes/No Partial Declaration (equivalent to

IPC1752 Class 1, you are declaring per the EU RoHS Directive

2002/95/EC the following:

Polybrominated Diphenyl Ether (PBDE) MCV <= 0.1% by weight for each homogenous material


April 23, 20098

After you download Agilent Compliance Connect

Extract the Excel file and open it


April 23, 20099

Next Steps after Downloading and Extraction

• Do Not Fill the template yet! This is very important!

• Go to the Utilities tab

• Import a Pre-populate file sent to you by an Agilent

requestor (see next slide for example)

• Then proceed to fill out the Blue-Labeled tabs

Material Declaration Request eMail Example

Basic process instructions

Request Details Showing requestor

part and Supplier part numbers.

A phone number is provided if you

should wish to speak with the

Agilent requestor (Asia/South Asia

time-zones).

The MD Number is an object

reference for internal use only.

Instructions Referenced in

Material Declaration Requests


April 23, 200912

The Tabs Explained

Agilent Compliance Connect has many tabs. These may seem to be

overwhelming at first. Please familiarize yourself with them and their purpose in

creating and making a declaration to Agilent Technologies.


April 23, 200913

Tabs on the far left

The rose colored tabs contain an overview of Agilent

Compliance Connect, license terms and a Quick

Reference Help page on how to fill out, and make your

declaration.

The blue colored tabs are the worksheets where you will

enter information and data concerning your parts for the

declaration request, call Material Declaration Request

(MDR).


April 23, 200914

Gray Tabs

The pale gray colored tabs (there are two of them) provide

for Agilent’s administration of its functional attributes and

utilities for managing data import and export. These are

protected fields.

There are only two functions you will use on the Utilities

tab, the other two are protected, and provide for Agilent’s

administration of substances and RoHS exemptions You will use the Import

button to import a pre-

populated text file.

The Export button is for

your optional use, but is not

to be used for making a

Declaration


April 23, 200915

Other Gray Tabs

These tabs contain the values applicable when you include data

concerning board mountable components, e.g. Terminal Plating

These fields are also protected, and only administered by Agilent

Technologies

Green Tabs

These tabs contain examples of how the data entry tabs are filled-out.

The pale gray tabs just to the right of the green tabs, contain context

help, that are called when the Overall Help Button is clicked on any of

the data entry tabs.


April 23, 200917

Remaining Tabs

These Known Issues tab is where Agilent Technologies can identify known

issues concerning Agilent Compliance Connect and its versions.

The last tab with END OF USER TABS identifies the last tab available to

users. Everything to the right of it are basically hidden, contain macros and

other information relevant to Enovia MatrixOne and/or Agilent Technologies.


April 23, 200918

Help: Quick Reference Tab

The Quick Reference Tab contains images of the various input tabs.

You can click on the Show Details button to get additional help for that

particular tab.

On the right is a step-by-step description for making the Material

Declaration.

Basic Tab Button Details

The buttons seen at the upper left are pretty much standard on each of the data entry tabs.

Several are self-explanatory. Note that that Auto Validation can be turned-off (just click it) to

copy and paste selected cells.

The column Help floating box is context sensitive and can be moved as needed, or turned-

off.

The Green “Check Data” buttons, allow you to ensure all the appropriate fields have been

filled appropriately (e.g. data required) but cannot check for value accuracy for your

declaration.

Making a Material DeclarationInitial Preparation: Opening the MDR email

From the Material Declaration Request email you receive from

Agilent Technologies

Download the zip file and extract the pre-

populate text (.txt) file to an appropriate folder

on your desktop or PC drive

The “From” person is your contact person at Agilent Technologies

for this particular Material Declaration Request. Additional contact

information is contained in the email body.

[email protected]

[email protected]

mailto:[email protected]

mailto:[email protected]

Making a Material DeclarationInitial Preparation: Extracting the Pre-Populate File

Save this file as it will be imported

into Agilent Compliance Connect

You must use this file as it contains critical information

required for Agilent to import into its system of record.

Please extract and use this file for import into Agilent

Compliance Connect (Please Do Not Use any other

version of Compliance Connect!)


April 23, 200922

Making a Material Declaration

Initial Preparation: Importing the Pre-Populate File

From the Utilities tab, click the Import Tab-Delimited Text File

button, select and import

You will receive a precautionary warning, click yes to continue, no to stop.


April 23, 200923

Making a Material DeclarationEntering Data Step 1: General Tab

Fill out the General Information tab. It contains information

about your company. The fields with "Bold" headings are

required fields.

Indicate if you are submitting a Full Declaration or Partial

Declaration.

Use the "Check General Information Data" button to verify

that all required information has been entered correctly.

It is important to “Check General Information Data” before

proceeding to Step 2, otherwise you will be prompted to

check General Information Data on every subsequent

sheet.


April 23, 200924

Making a Material DeclarationEntering Data Step 1: General Tab Example

Note that if you select Full Declaration = Y, the Part Tree tab is activated.

This is Agilent Technologies preferred declaration if you can provide full

substance composition down to the homogenous level.

If you select Full Declaration = N, the Partial Declaration tab is activated.

This allows for a basic IPC1752 Class 1 declaration of RoHS Yes/No or

Yes with an Exemption.


April 23, 200925

Making a Material DeclarationEntering Data Step 2: Full or Partial Declaration

If Submitting Partial Declaration:

Fill out the Partial Declaration tab. This contains information about each

saleable part (each part you sell to the company that sent this spreadsheet to

you). You are responsible to enter if your part is RoHS compliant and also

enter any applicable exemptions. Skip to Step 5

If Submitting a Full Declaration:

Fill out the Part Tree tab. This contains information about each saleable part

(each part you sell to the company that sent this spreadsheet to you). You

are responsible for supplying the part tree (I.e., Bill of Materials) for each

saleable part. Click the "Overall Help“ button on the Part Tree tab for

detailed instructions. Use the "Check Part Tree Data" button to verify that all

required information has been entered correctly.

IMPORTANT NOTE: You cannot mix partial and full material

declarations in a single Declaration! They must be either all

FULL or all PARTIAL for the reported parts!

Making a Material DeclarationEntering Data Step 2: Partial Declaration Example

Please Do Not Select “N/A” as

one of the exemptions on a

Partial Declaration!

Making a Material DeclarationCopy and Paste of Data from other Sources

• Copy value from anywhere. Double-click on the Excel

cell. Wait until cursor appears inside the cell & then

paste.

• Or, Turn-off Auto-validation before pasting

in data. Multiple cells can be pasted, for example all

weights in Column I can be pasted in one step.

Performing a Partial Declaration Walk-thru Data Validation Checks: General Information Tab

Performing a Partial Declaration Walk-thru Data Validation Checks: Partial Declaration Tab

Performing a Partial Declaration Walk-thru Data Validation Checks: Substance of Concern Detail Tab

Performing a Partial Declaration Walk-thru Data Validation Checks: Complete the Declaration Step 1

Performing a Partial Declaration Walk-thru Data Validation Checks: Complete the Declaration to Certify

and Export Step 2

Performing a Partial Declaration Walk-thru Data Validation Checks: Complete the Declaration to Certify

and Export Step 3

Performing a Partial Declaration Walk-thru Data Validation Checks: Email the .agmcc file back to the

requestor Step 4


April 23, 200935

Making a Full Material DeclarationEntering Data Step 2: Full Declaration Example

Note: Use of Sub-Parts is strictly optional !


April 23, 200936

Making a Full Material DeclarationEntering Data Step 3: Materials Tab (Full MDR only)

Fill out the Materials tab to define any materials you will need on the Part Detail tab.

Click the "Overall Help" button on the Materials tab for detailed instructions. Use

the "Check Materials Data" button to verify that all required information has been

entered correctly.


April 23, 200937

Making a Full Material DeclarationEntering Data Step 3: Materials Tab Substance List

Select each substance contained in the homogenous material. The

substances must add up to 100% for each material entered.

You can search by key word name or CAS number, or scroll up/down

by clicking and holding the scroll button, clicking the arrows etc.


April 23, 200938

Making a Full Material DeclarationEntering Data Step 3: Materials Tab Example

Note this no longer

available in List of

Values


April 23, 200939

Making a Full Material DeclarationEntering Data Step 3: Materials Tab RoHS Exemptions

The list of values will appear

when entering an exemption for

a particular substance


April 23, 200940

Making a Full Material DeclarationEntering Data Step 4: Part Detail Tab (Full MDR only)

You must fill out the Part Detail tab in full declarations. This is where your MPN is

related to its materials.

It contains the material content information for each leaf part (*see definition below)

listed in the Part Tree tab. Click the "Overall Help" button on the Part Detail tab for

detailed instructions.

Use the "Check Part Detail Data" button to verify that all required information has

been entered correctly. Note that for Raw Material Submissions most of these

columns are not applicable.

*Leaf Part: The term "leaf part" is used to describe each part contained in a saleable part that

contains no sub-parts. A saleable part itself could be a leaf part if it contains no sub-parts (e.g.,

a bulk item such as paint).

Making a Full Material DeclarationEntering Data Step 4: Part Detail Tab Example


April 23, 200942

Making a Full (or Partial) Material DeclarationEntering Data Step 5: Substance of Concern Detail Tab

Fill out the Substance of Concern Detail tab for a Full or Partial Declaration if

necessary. It contains additional information for each saleable part that contains any

materials that contain any Substances of Concern in amounts exceeding the

allowable thresholds.

Click the "Overall Help" button on the Substance of Concern Detail tab for detailed

instructions. Use the "Check Substance of Concern Detail Data" button to verify that

all required information has been entered correctly.

Note: You may use the

words “No Plan” in this

field unless it has been

auto-filled with N/A from

entries on the left.


April 23, 200943

Making a Material DeclarationFinal - Step 6: Certify and Export Example

Complete this tab last whether doing a Full or Partial Declaration. You may be

prompted to click the Green “Check Substances” button prior to being allowed to click

the Certify and Export button.

Use the "Certify and Export" button to certify the contents of the spreadsheet and

export the results file. Then email the results file ending in .agmcc back to the

requestor at Agilent Technologies who sent you the Material Declaration Request

originally.


April 23, 200944


Once you get the “all clear”, click the “Certify and Export” button

to perform final validation checks. Your file will be saved

automatically. Do Not Email the 5MB template back to Agilent

Technologies please! Only the much reduced in size certified

and exported XML file is emailed back to the Requestor!

Note: The exported file is actually an XML file that can be viewed using MS Excel, but cannot

be changed or edited as it is digitally signed and locked from further updating.


April 23, 200945



April 23, 200946

Making a Material DeclarationLast Step: Email the Exported .agmcc file back to the

Requestor

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