Teamcenter PLM Implementation & Customization

Introduction: PDM/PLM Basics (3Hrs)

• Concept, Need, Benefits of PLM
• Functionalities (Vaulting, Access Control, Business Rule, Revision/Version, Search, Workflow, PSE, Digital Mockup, ECM, Where used/referenced, Messaging etc)
• Role in business world
• Different software available
• Hardware and software for Teamcenter PLM
• Teamcenter PLM suite share in PLM market
• Business case example

Product Data & Process Management (20 Hrs)

• Overview of Teamcenter environment
  • Teamcenter Rich Client and Thin Client Interface
  • Teamcenter rich client perspectives and views
  • Configuring the display of applications
  • Display primary and secondary applications
  • Toolbar customization (Add, Change, Show/Hide)
  • Workspace object (Item/Revision/form/dataset/envelop/address list/change/envelope etc), queries/reports/ product structure/workflow/CM etc
  • Search (Quick Search, Saved Search, History, System Defined Search, Compare, print, rename result, report, query dataset sequences etc)
  • Working in Component, Summary, Detail, Viewer, Impact Analysis view
  • Table display (Add/Remove/Print column)
  • Home, Newstuff and Mailbox Folder (Create, Reorder, print, rename etc)
  • Object References (Cut, Copy, Paste, Delete, Clipboard )
  • Object Properties (View, Modify, Print of single/multiple object, relation properties)
• Create new and revised data
  • Item & Item Revision
  • Item (Types, Structure, Display, Sequences)
  • Creating Item/Document/Dataset/Item Revision/Form/Named References etc
  • Relationship between business object
  • Version of object and its control
  • Alternate and Alias identifier
  • Dataset (Object , Type, Named References, Tool Used, Version, Create, Purge, import, modify etc)
  • Item Revision display control
• Access Management
  • User, Group, Roles( Basics, User Setting, Default Group & Role)
  • Data check in/out to/from database (Check in, Check out, Explicit/Implicit, Transfer Checkout, Cancel, History)
  • Rule & Object Based Access (View privileges, Adding accessors, modify access, controlling object access through ACL)
• Navigate the Teamcenter Rich Client Interface
• Find, view and organize data
• Create item and file data
• View, Build and Configure Product Structure in PSE
  • SM Interface (Navigation, Data Pane, Search, Status, Column, Display, Structure Properties, Expand/Collapse, Sorting etc)
  • BOM (View objects, Types)
  • Create Assembly, add, paste, replace component
  • Revision (Revision Rule, Default Rule, Ad-voc, Release Status, Release Status Type)
  • Absolute Occurrence
  • Modular/Legacy Variants
  • Substitute/Alternates component
  • Add/Remove column in PSE
  • BOM in portal visualization
  • Pack/Unpack of lines
  • Printing structure in HTML/Text
  • Precise/Imprecise Assemblies
  • Baseline (Precise/Imprecise)
  • PSE snapshot
  • Effectivity (Occurrence/Revision)
  • BOM Compare
  • Import/Export of structure
  • Find in display
  • Occurrence note type (Create, Modify)
• Relation Browser:
  • User interface
  • View (Image Thumbnail, Graph, Properties, Relation)
• Impact analysis: Perform where used and where referenced searches, Where POM Referenced
• Classification:
  • Concept
  • ICO (Create, Modify properties)
  • Find ICO (Object ID, Object Type)
  • Classification Search
• Workflow process: Initiate, review, and disposition
  • Process Template
  • Audit file
  • Inbox
  • Sample workflow creation
  • Out of office assistant
  • Resource pool subscription
  • Address List
  • Task info
  • Transfer ownership of target task
  • Handler info
  • Workflow ACL info
  • Timed Task
• Workflow viewer: Monitoring a process
• Projects
  • Project Data (View, Primary, Secondary Object Assignment/removal)
  • Project Smart Folder, Data Filtering
  • Project Member (Administrator, Project Team Administrator, Privileged Project Team, Project Team)
  • Objects in projects, Automatic Assignment
  • Use Change Management to find, view, and create change objects
  • Microsoft Office Integration (Create Item, Find, open, update, insert dataset etc)
  • Thin client interface (Interface, Search, work list, data creation, product structure etc)
  • MultiCAD Integration Overview : CATIA, ProE, NX, Solid works, AutoCAD

Teamcenter Unified Admin (27 Hrs)

• Teamcenter Architecture overview (2Tier, 4tier)
• Teamcenter Directories (TC_DATA/TC_ROOT/TC_MODEL/TC_Volume,FMS,Lang, tc_profilevars etc)
• BMIDE Interface
• Option and preferences
• Teamcenter menu
• BMIDE Overview

ü Custom/Cots object

ü Views (Object/Class/Extension/Navigator/Console)

ü Template project creation

ü Package creation

ü Project export/import

ü Extension files (set active extension, deciding extension file)

ü Server connection profile

ü Output and template directory

ü Hot (2tier/4tier)/Tem Deployment

ü Business object, classes, properties, property constant, attribute, display name,

ü UML (Diagram, Editor, Inheritance)

• Organization

ü Creating persons, users and roles

ü Creating groups and sub-groups

ü Creating volumes

ü Creating interactively and with the make_user utility

ü Setting default volumes using utility

ü User, Role wizard

• Form Types and LOVs

ü Creating form types, storage class types and properties

ü Creating List of Values (LOV) and attaching to properties

ü Exhaustive, Suggestive, Range Usage

ü Filter, Cascading, Interdependent cascading LOV

• Key Teamcenter Object Types

1. Item data types

ü Creating item types and master forms

ü Using schema editor to add POM classes for forms

ü Add new business object

ü Add new class

ü Extend business object with new attribute

ü Attribute to class

1. Dataset types & Tools

ü Creating dataset types

ü Named references

ü Defining Tools

1. Product structure data types

ü Creating product structure view types

ü Units of measure

ü Occurrence note types

• Queries and Reports

ü Creating queries and assigning to favorites list

ü Creating reports and PFFs

ü Transfer mode for reports

ü Class attribute

ü Import/Export Queries

• Creating Status Types and Revision Rules

ü Precise and imprecise

ü Naming revision rule

• Access Manager

ü Rules-based and object-based protections

ü Editing the rule tree

ü Exporting and importing the access manager rule tree

ü Adding new rule

ü Working of rule tree

ü Import/Export of Tree

ü Rule Definition syntax

• Project Creation and Administration

ü Creating projects

ü Privileges for project admin, project team lead, team members

ü Rule tree for project

ü Activation/Deactivation of project

ü Automatic project assignment

• Workflow Process Modeling

ü Process terms and functionality

ü Process template & Task Template

ü Creating workflow processes

ü Single and no signoff processes

ü Single task and multi task processes

ü Using task handlers (Action & Rule Handler)

ü Importing/exporting workflow processes

ü Creating resource pools

ü Creating conditional tasks

ü Creating secure tasks

ü Using the release_man utility

• Change Management

ü Change object folder structure

ü Creating change types

• Business Modeling

ü Type display rules

ü Naming rules

ü Compound property rules

ü Action rules

ü Deep copy rules

ü ID Context Rule

ü Complex Property

ü Alias ID

ü Extension Rule (Ex. Item_Create)

ü GRM Rule

ü Hierarchical Business object search

ü New relation object

• Preferences and Options

ü Setting preferences and options

ü Performing command suppression

ü Assigning default process templates

ü Key environment variable settings

ü Identifying important preferences

• Importing Non-CAD Data

ü Interactively and using the import file utility

• Importing CAD Data

ü Preference and environment variable settings for NX Manager

ü ug_import capabilities

ü Mapping files

ü Importing parts and assemblies

ü Importing non-master and associated files

• Utilities and their purpose

ü make_user

ü am install tree

ü clearlocks

ü Collect garbage

ü dataset cleanup

ü fscadmin, fccstat

ü import export business rules,

ü regen schema file,

ü gen xmit file,

ü make datasettype

ü backup xmlinfo

ü dsa

• Business Data Extraction and Population

ü tcxml_import, tcxml_export

ü plmxml_import, plmxml_export

ü import_attr_mappings, export_attr_mappings

ü tcplm_export, tcplm_import

Teamcenter Unified Customization (With Implementation Case) (20Hrs)

Server Side Customization: All type of customization task will be assisted with business requirement

• C Interface to Teamcenter server (APIs to integrate third party or user-developed applications )
• Overview of Teamcenter Architecture
• Why customization (Codeless/Codefull)? (Present data differently, Customer specific action on data etc)
• ITK overview
• Customizable component
• Directory structure
• Environment variables
• Important directories for ITK development
• BMIDE (Schema/Classes/objects)
• Preferences
• Install_type utility and other utilities in bin
• Important note (POM functions with all classes, function with class work for instance of subclass, GRM is for relation object)
• Best Practices (Provide help, use lower level calls etc)

Server Architecture: Where ITK placed

Understanding ITK API

• Naming convention
• Module Designator
• Verb, Class, Modifier
• I/O/OF
• ITK function return
• ITK's structure (By module ITEM, BOM, FL, MAIL etc)

Using existing APIs

• Finding APIs for your needs
• Writing new APIs, Samples

Datatype tag_t (Unique identifier for each object in the database)

Module: WSOM, AOM, EMH, FL, ITEM etc

Error Handling

Log files & Debugging

Memory Management

User Exits:

• User Exist Type (Existing/Added/Replacement)
• Procedure to create user exit
• Action/Rule Handlers
• User defined Methods (Method template)ü User defined Methods (Method template)
• Property Methods : Adding Run-time (Derived) property
• User defined error messages

User Services:

• User Services Procedure
• User function
• Registering user service function
• Calling code from client

Extension:

• Types
• Methods
• Properties
• POM class hierarchy (Schema editor/BMIDE/browser utility (sb)
• LOVs

ITK Batch Program:

• Model batch program
• Compiling, Linking and executing standalone program

Rich Client Customization:

• Basic of Eclipse
  • Eclipse Framework
  • Plug-ins, view, perspective, JFace, workbench
• Rich client customization environment setup
  • Batch file to start server and eclipse
  • Selection of workspace for project
  • Set project preferences
  • Workbench (Window, Views, Editor, Toolbar, Menubar, Perspective)
  • Launch Rich client from eclipse
• Rich client Plug-in
• Submenu, Custom Menu, in context menu
• Overriding command
• Adding custom commands
• Data Display Customization using xml style sheet
• Adding custom icon, splash etc
• Property display customization
• Customization of form
• Registering user service
• Debugging customization
• Two tier/4tier deployment of custom code

Teamcenter Unified Deployment (10Hrs)

• Teamcenter Architecture (Resource/Enterprise/Web/Client layer): 2TIER/4TIER
• Web server's: Purpose and software installations
• Directories and their importance
  • TC_ROOT
  • TC_DATA
  • Web Root
  • Volumes
  • Transient Volumes
  • FSC/FCC
  • TSTK
  • lang
  • model
  • Portal
  • BMIDE
  • Pool Manager
• Installing database server and creating databases
• Installation of License Server
• Installation of Corporate Server
• Setup options - solutions and features
• Installation of BMIDE (2TIER/4TIER)
• Deployment of custom template
• MultiCAD Integration (CATIA,Proe, SolidWorks, NX etc)
• POM schema file, iman_profilevars/tc_profilevars, tc_preferences, am_rule_tree etc
• Managing Teamcenter volumes (FMS/FCC/TCFS/Local Volume etc),
• Installation of Two-tier Rich Client (Normal/Per-client etc)
• Web application manager
  • Creating stages (Web Tier/ Distribution Instance/Distribution Server)
  • Distribution Instance Deployment
  • Web Tier Deployment
• Multiples Volumes/Multiples FSC/Failover/Performance tuning
• Best Practices of Installation
• Silent Installation
• Installation of patches
• Uninstallation of server
• Unpopulating database
• Troubleshooting
• Performance Tuning Overview (Pool Manager, Web Application Server, Oracle Server etc )

Contact

www.faithplm.com,

training@faithplm.com,anantb@faithplm.com

Corporate Address:

FL No-106, Shitole Empire

Famous Square, New Sangvi
Pune-411027.
State, Maharashtra
Country, India.

+91-9049149933