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Transcript of ION Integration with SolidWorks: Managing Items and …schd.ws/hosted_files/discover2016/75/523 -...
ION Integration with SolidWorks: Managing Items and BOMs Nick Stoltzfus
Senior Consultant
Guide Technologies, LLC.
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Project Objectives
• Integrate Solidworks PDM Bills of Materials with XA EPDM using ION
2
Project Objectives
• Solidworks becomes the system of record for Bills of Materials
3
Project Objectives
• Minimize/Eliminate the need for manual data entry.
4
Project Objectives
• Notify users in case of exceptions
5
Challenges to Overcome • Replacing tribal knowledge of a data-entry person with an automated
system
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Challenges to Overcome • Transforming Solidworks XML format to XA System Link
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Challenges to Overcome • Data Integrity in Solidworks
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Infor ION
Business Vault Analytics | Reporting | Search | In-context BI
ERP WHM
Motion Cloud
IDM
Common experience
Common workspace
Common analytics
Common reporting
Common workflow
Common event management
Common localizations
Common mobility
Common packaged integration
Content Management
Infor ION Intuitive, browser-based interface used to easily model
and manage all Infor ION services. ION DESK
ION SERVICE Connecting Infor and non-Infor applications across multiple platforms.
Event Management, Workflow and Pulse engines.
ION WORKFLOW
Automated Task Routing and Approvals
Through Workflow
ION ACTIVITY DECK
View and Handle Tasks, Alerts, and
Notifications. View Workflow Status
Diagram and Follow Application Documents.
ION EVENT MANAGEMENT
Business Task Completion Monitoring and Proactive Alerting
of Exceptions.
ION CONNECT
Communication and Secure Sharing of Data Across On-Premise and
Cloud Applications.
ION PULSE
Distribution of Tasks, Alerts, and
Notifications. Enable Prioritization,
Escalations and Work Management.
ION Connectors
INFOR LEGACY Apps / 3
rd Party APPS or
MIDDLEWARE
BUSINESS
ADAPTERS
INFOR STANDARD
INFOR CLOUDSUITE
EAM XM
MOTION SYTELINE
DB CONNECTOR
FILE CONNECTOR
WEB SERVICES CONNECTOR
JMS (e.g. IBM, Tibco, Webmethods, etc.)
INFOR I/O Box CONNECTOR
MS CRM DYNAMICS
SALESFORCE.COM
SAP
EDI CONNECTOR
ORACLE EBS
ION Process
Translate into XML
Interpret from XML
BOD
Connection Point Solidworks
Connection Point XA
ION Connector
Solution
• Easy as 1, 2, 3... 4
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1. Get the XML File from Solidworks
2. Make sure all the items exist in XA
3. Transform the Solidworks XML to a BillOfMaterials BOD
4. Submit the BillOfMaterials BOD to XA
Step 1
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Step 1 • BOM maintenance is done in
Solidworks, prompting an XML document to be created in a shared folder.
• How does this happen???
• Don’t know. Don’t care.
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Step 1
• Create an ION file connectionpoint
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Step 1
• Specify the location on the network where ION can find the file
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Step 1
• Specify the folder location of where the file can be found and where it should be placed when it’s done being processed
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Step 1
• ION will poll that folder periodically and pick files that are there based on your specified naming pattern.
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Step 2
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Step 2
• Before we can create a bill of material, we need to make sure that all of the items in the BOM are in XA and eligible for a BOM
• How can we do that from ION?
• An ION Intermediate Database connection to the IBM i
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Step 2
• Create a connection point of type Database
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Step 2
• Define the connection point information
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IP Address or Host Name of
IBM i
Library list for stored procedure
call
Step 2
• Define the connection point information
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Call to IBM i Stored Procedure
Document to be received from database
connection
Document to be sent from database
connection
Step 2
• Stored procedure is simply an RPG program that takes the Solidworks XML as a parameter
d GTPUTITMS PR
d inXML like(XML_CLOB)
d GTPUTITMS PI
d inXML like(XML_CLOB)
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Step 2
• Use RPG tools to parse XML and determine the items involved.
XML-SAX %Handler(MyHandler: myCommArea )
%XML(wrkxml : 'doc=string');
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Step 2
• Clean up the data
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Step 2
• If the item doesn’t exist or is incomplete in XA, fill in the missing pieces with the System Link LPI
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• System Link LPI • Application program creates System-Link request
• LPI is called with the System-Link request as parameter • Size of request is limited to 64K characters
• System-Link server processes request and returns the System-Link
response to the LPI
• LPI sends the System-Link response back to the application program • Message is returned if an error condition is encountered
XML Request
XML Response
L
P
I
System-Link RPG
Program
Step 2
System-Link 29
LPI Parameter List (PSVPSR1R)
Parameter Description Usage Size Type
P#XREQ System-Link Request I 65,535 A Request from application program
P#XRSP System-Link Response O 65,535 A System-Link response
P#MRQR More query results O 8 A *YES if more records than returned
P#ERFD Internal errors O 8 A *YES if response contains error(s)
P#MSID External errors O 7 A PSX0122 - Error in processing (server not started) PSX0130 - Response too large
System-Link 30
Step 2
• After it’s done creating all the necessary items and everything it is ok to proceed, the Solidworks XML is passed back to the ION document flow.
• See the ION Technical Reference Guide to see examples of DB2/400 programs that receive, process, and return XML data.
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Step 3
32
Step 3
• We need to transform the Solidworks XML to a BillOfMaterials BOD
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Step 3
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Step 3
• How do we that? • An ION XSLT Mapping.
35
Step 3
36
Start with a Solidworks XML,
“SWBom”
End up with a standard
BillOfMaterials BOD
Step 3
• Uses XSL to transform XML
• XSL stands for EXtensible Stylesheet Language, and is a style sheet language for XML documents.
• Standard language for transforming XML
• Different from conventional RPG programming but not terribly difficult to learn.
37
Step 3
• The end product of the transformation is a nicely formed BillOfMaterials BOD
38
Quick Recap
39
Quick Recap
40
Quick Recap
41
Quick Recap
42
Step 4
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Step 4
• We need to submit the bill of material to XA for processing
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Step 4
• Create a connection point to Infor XA
45
Step 4
46
Database driver is DB2/400
Host name of IBM i
AMELIB and AMFLIB
Step 4
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• Add the BillOfMaterials BOD as a document that can be processed by the connection point.
• Check boxes designate the types of BODs that the XA can process.
• XA will receive a Process BOD
Step 4
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• BOD is handed off to XA Inbox for processing
Inbound transactions from ION
DESTINATIONS
Solidworks
XA ENVIRONMENT
Bill of Material Business Object
transformed request
response System-Link
DESTINATION TRANSFORMATIONS
XA_Process BillOfMaterials
ION
BO
D
request (Bill of Material BOD)
response (BOD)
Inbound transactions from ION
What setup must be done in XA ?
Activate the relevant ‘*inbound’ transformation.
Request Flow: Inbound - ION
IN
SLS
SLC
SLA
Create Business
Objects
System-Link Adapter polls the Inbox to fetch XML messages inbound into
XA
Step 4 Bill of Material is created/updated in XA
52
Infor ION Intuitive, browser-based interface used to easily model
and manage all Infor ION services. ION DESK
ION SERVICE Connecting Infor and non-Infor applications across multiple platforms. Even
Management, Workflow and Pulse engines.
ION WORKFLOW
Automated Task Routing and Approvals
Through Workflow
ION ACTIVITY DECK
View and Handle Tasks, Alerts, and
Notifications. View Workflow Status
Diagram and Follow Application Documents.
ION EVENT MANAGEMENT
Business Task Completion Monitoring and Proactive Alerting
of Exceptions.
ION CONNECT
Communication and Secure Sharing of Data Across On-Premise and
Cloud Applications.
ION PULSE
Distribution of Tasks, Alerts, and
Notifications. Enable Prioritization,
Escalations and Work Management.
Event Management Overview
• Event Management offers functionality to monitor business events based on pre-defined business rules and alert users when exceptions occur.
• You can monitor these business event types: • Individual instances of documents
• For example, a new sales order in the form of a Sync.SalesOrder document
• Combinations of multiple events • For example, a sales order and its related shipment
• Non-occurrence of events • For example, an invoice has never been sent
• Applications that are enabled to work with ION Connect can use the Event Management functionality without any changes in the application.
54
Setting up Event in ION
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Create Monitor: Add Document
56
Create Monitor: Add Attributes
57
Create Monitor: Condition Builder
58
Create Monitor: Rules
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Create Monitor: Alert Settings
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Create Monitor: Distribution
61
ION Event Architecture
62
Desk
Monitors (Business Rules)
Administrator
Connect
Event Management
Pulse
Activity Deck Business
Application
Ming.le Foundation (Workspace)
Business User
Sync Business Object Document
Lessons Learned
• A significant amount of time is required to ensure data is prepared to go from Solidworks to XA
• Once it’s in a standard BOD form the data flows very well
• Stored procedure calls from ION to the IBM i provide significant flexibility
63
Questions