PDM Process Considerations for CAD - aras.com
Transcript of PDM Process Considerations for CAD - aras.com
Copyright © 2014 Razorleaf Corporation www.razorleaf.com
PDM Process Considerations for
CAD
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Copyright © 2014 Razorleaf Corporation www.razorleaf.com
• CAD Management Basics
• Numbering, Properties, and File Names
• Viewables
• Change Process
• Analyze Your Files
• Other
Agenda
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Purpose of a CAD Connector
• Represent CAD files, CAD structure, and Bills of
Materials in Aras Innovator based on the
modelled CAD
• Keep all of that data and relationships in sync
• Vault the CAD files
CAD Management Basics
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Aras Innovator CAD Integrations
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• CAD File
▫ Assembly, Part, or Drawing created in a CAD
application
• CAD Model / CAD Part / CAD Assembly
▫ 3D CAD file
• CAD Drawing
▫ 2D CAD file
Nomenclature
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• CAD Item / CAD Document
▫ Aras Innovator record representing a CAD file
• Aras Innovator Part
▫ Aras Innovator record representing an element of
a BOM (similar to an item master)
Nomenclature
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• All CAD files are managed in Aras Innovator as
CAD Documents
• CAD items have a Classification property to
classify the type of CAD item
▫ Assemblies in the Assembly Model class
▫ Parts in the Part Model class
▫ Drawings in the Drawing class
CAD Management Basics
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CAD Assembly to CAD Docs
CAD System
1000123.drw
1000122.drw
1000121.drw
1000123.asm
1000122.prt
1000121.prt
2Ddrawings
3Dassemblies & parts
Files
Aras Innovator
2Ddrawings
3Dassemblies & parts
1000121.DRW
1000122.DRW
1000123.DRW1000123.drw
1000123.pdf
1000122.drw
1000122.pdf
1000121.drw
1000121.pdf1000121.PRT
1000122.PRT
1000123.ASM
1000122.prt
1000121.prt
1000122.stp
1000121.stp
1000123.asm
1000123.stp
CAD DocumentsSave
• CAD Documents created on a one-to-one basis with CAD files
• Structure created based on CAD hierarchy
• Native file attached to its CAD Document
• Viewable files optionally generated automaticallyNative File
Viewable File
CAD
DocumentPart
Structure/BOM Link
Part-Document Link
Released
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CAD Assembly to BOM
Slide 9
CAD System Aras Innovator
1000123.drw
1000122.drw
1000121.drw
1000123.asm
1000122.prt
1000121.prt1000121.DRW
1000122.DRW
1000123.DRW1000123.drw
1000123.pdf
1000122.drw
1000122.pdf
1000121.drw
1000121.pdf1000121.PRT
1000122.PRT
1000123.ASM
1000122.prt
1000121.prt
1000122.stp
1000121.stp
1000123.asm
1000123.stp
CAD DocumentsFiles Parts/BOMUpdate BOMSave/Load
• The Update BOM process uses the CAD Document structure as a template to
create or update the BOM structure
• This process helps to automate BOM changes, for those portions of the BOM which
resemble the CAD structure
1000121
1000122
1000123
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• The Part BOM can be manipulated to show items that are not modeled to create a complete engineered BOM▫ Paint
▫ Packing
▫ Glue
▫ Tie wraps
▫ etc
Part BOM
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Manual BOM Additions
CAD System Aras Innovator
1000123.drw
1000122.drw
1000121.drw
1000123.asm
1000122.prt
1000121.prt1000121.DRW
1000122.DRW
1000123.DRW1000123.drw
1000123.pdf
1000122.drw
1000122.pdf
1000121.drw
1000121.pdf1000121.PRT
1000122.PRT
1000123.ASM
1000122.prt
1000121.prt
1000122.stp
1000121.stp
1000123.asm
1000123.stp
CAD DocumentsFiles Parts/BOMUpdate BOMSave/Load
• Some Part BOM components may be added manually, since they are not modeled in CAD.
• For example, bulk materials such as Paint or Glue
1000121
1000122
1000123
GLUE_05
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• CAD Document / Part Numbering
• CAD Document / Part Properties
• File Naming
• Where to do the data entry
Numbering and Properties
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• Every item in Aras Innovator gets a number
▫ Document Number
▫ Part Number
• How does your organization think of them?
▫ Same?
▫ Different?
Numbering
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• Various support for same and different
numbering
• Numbers can come from
▫ Aras Innovator sequence
▫ Manually typed in
▫ Mapped from custom properties
▫ Generated from custom business logic
Numbering – Integration Options
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Numbering Example
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• Formal process of part item creation and
approval
• Configurations and Part Families in CAD
▫ One CAD File for multiple parts
Advanced Numbering
Considerations
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• What is it?
▫ Communication between the Connector and
Aras Innovator to exchange property values
to/from CAD files and Innovator items
▫ All of the connectors support property mapping
Property Mapping
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• Show Image
Mapping of Description
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• Single point of data entry
• Reuse of entered data
• Automatically fill out properties in Aras Innovator
with data entered in a file’s custom properties
• Automatically fill out a file’s custom properties
with data entered in Aras Innovator
Property Mapping
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• Mapping direction
▫ CAD File Aras Innovator Item
▫ Aras Innovator Item CAD File
• Where should the user perform the data entry?
▫ Consider where it is easiest for the user to do data
entry
Configuring Property Mapping
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• Only map what is needed to be mapped.
• Sources of mapped data▫ Summary properties
▫ Custom properties
▫ Configuration specific properties
▫ File name
▫ CAD item (model / drawing) properties
• What can’t be mapped examples▫ System controlled properties: Created By / State
▫ Revision (typically)
Configuring Property Mapping
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• Property data types▫ Lists / filtered lists: value versus label
▫ Item references: guid
▫ Checkboxes: 1/0 versus true/false
• Start Models with custom properties defined
• CAD application’s custom property manager
• Taking advantage of Aras Innovatorform automation / customizations
• Partner specific
Other Mapping Considerations
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• A PLM/PDM environment has less dependency on file names compared to managing in folders.▫ Use Aras Innovator and its searching ability to find
the record you are looking for, not file and folder names.
• If the file name is shown in the CAD application’s tree, then file name may still be important.
• Connectors can be configured to rename or not rename a CAD files.
File Naming
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• You’ll need to decide if viewables are needed
• Aras Innovator can create 3D pdfs of the models
▫ Conversion Server
▫ Server side
▫ Independent of Partner and CAD
• Connectors are responsible for creating 2D
viewables.
▫ Client side
Viewables
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• Typical 2D viewable is a PDF
• Connectors may be configured to create 2D
viewables in other formats
▫ JT
▫ JPG
▫ eDrawing (for SolidWorks)
▫ Etc
• Connectors may be configured to create
thumbnails
Viewables
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Viewables
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• Express ECO
▫ Impact Matrix for where used analysis of
Aras Innovator Parts
▫ Express DCO for CAD Items
• Simple ECO / ECN
▫ Parts and CAD items on the same change
▫ CMII Wizard for where used analysis
Change and Release Process
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• Migration methodology
• Source of property values▫ Custom properties
▫ File names
▫ ERP
• A custom properties consistent?
• Initial revision value
• Are the file references resolvable?
Analyze Your Files – Data
Migration
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• Setting Access Rights
• Project Designation
• Electromechanical / Mechatronic Structures
Other Topics
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Dennis Lindinger
Twitter: @dlindinger
Email: [email protected]
Contact us if you have additional questions
Thank you!