Windchill 10 CAD DM, Part-Doc Improvements & eTDD

May 2011

Windchill 9.x

Pascal Montangon May 2011

Windchill 9.0: Workspace Save As

Perform Save As on working copies
Without check in Remove, Exclude Items from collected list Collect Related Items

Detailed Design

Set Name, Reuse, Replace

Copy, Reuse, Replace Selectively Update parents

Choose which parents are updated to contain new design Status Column for Feedback

Select whether to update parent object

Listing of Parents in Workspace

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Forward Looking Information Subject to Change Without Notice

2007 PTC

Windchill 9.0: Improved Workspace Usability

Simplify Add to WS page
Basic / Advanced

Detailed Design

Simple and Advanced UI

Icon Status Columns

Icon Status Columns

Out of Date, Compare, Sort

Find in Table
Quick find in Workspace Find Next, Back, Match Case Quick filter to display objects of interest

Workspace Featured Item display

Seed item, Checked out, Modified, New

Forward Looking Information Subject to Change Without Notice

2007 PTC

Windchill 9.0: Improved Baselines

Launch Collector

Detailed Design

Definition improvements
Multi-select Object collection Label member as Top

Editing improvements
Add/Replace/Protect
Automate collection of children

Baseline report

Easily replace with new version

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Forward Looking Information Subject to Change Without Notice

2007 PTC

Windchill 9.1 overview : File Server

A GPD Architecture With Replica Servers Replica Server
WAN WAN

A GPD Architecture With File Servers File Server Master Server

WAN WAN

Legend
CAD Data CAD Data Master Copy Replica Copy

Master Server

Replica Server

File Server

Library Data

A GPD Architecture With Replica Servers

The master copy of all content is on the Master Windchill server. All content on replicas are copies (except for new uploaded content which has not been copied back to the master) When there is very little collaboration between sites, the replica server architecture may use excessive Network Bandwidth and Disk Storage (2X) AND burden the Windchill Master server with unnecessary replication processes

A GPD Architecture With File Servers

Master copies of content can be stored on Master server or Remote File Servers Remote CAD Workers can serve File Servers Includes Pro/INTRALINK Data Migrator support

Benefits of Remote File Server

Reduces Network Bandwidth Consumption up to 85% Reduces Disk Storage Usage by up to 50% Increases Windchill GPD Scalability

Benefits
Simple, viable disaster recovery strategy

Forward Looking Information Subject to Change Without Notice

2006 PTC

Workspace Frames
Brings Workspace Frames functionality to Windchill Capabilities/Benefits
Track ever changing state of users workspace (frames) It gives the sense of security that any accidental changes/deletion can be reverted back.

Ability to always go back

undo undo
Forward Looking Information Subject to Change Without Notice
2006 PTC

Workspace Frames
Configuring Frames
Preference Manager Configure size of frame stack Default of 0 (means disabled)

Managing Frames
Purged when limit is reached or, user explicitly purges Events or Cache
Ability to lock frames to protect from purge

Accessing Frames from Workspace Actions and Event Manager

Applying a previous event performs an undo Applied event is copied to the top of the stack
Enabling undo/redo behavior

or, check-in is performed

Forward Looking Information Subject to Change Without Notice

2006 PTC

9.1 M030 Pro/ENGINEER Data Management

Workspace Save As Improvement
Ability to specify an existing filename during Save As
Saves the content of source model as the next iteration of target
Not the same as Replace operation

Generates Override-able Conflict, allowing the following resolutions:

Availability enabled by system hidden preference (requires manual loading)

Forward Looking Information Subject to Change Without Notice
2008 PTC

9.1 M030 Pro/ENGINEER Data Management

Workspace Undo-checkout option to keep Modifications
Cancel checkout specify to reuse content Resultant item flagged as locally modified & content available in Workspace
Reuse option available in Undo Check Out dialog Modifications maintained in workspace

Embedded browser only Support for uploaded modifications planned for 9.1 M040 + WF 4.0 M110
Forward Looking Information Subject to Change Without Notice
2008 PTC

Detail Design: Heterogeneous Design-In-Context (HDIC)

HDIC Integration between PDMLink and Pro/E will allow Data Managed Associativity in a Multi-CAD Enterprise
New Capabilities with Wildfire 4.0 and PDMLink 9.1
Search for or Browse to Non-Pro/E CADDocs (V5 and UG) in PDMLink Load Non-Pro/E CAD models directly from PDMLink Perform associative updates on Pro/E ATB models that are linked to Non-Pro/E CADDocs in PDMLink See ATB link to PDMLink Workspace for Non-Pro/E CAD models. Upload their Pro/E ATB models to PDMLink as Pro/E CADDocs ATB CADDoc and Non-Pro/E CADDoc will link to the same WtPart Dependency relation between CADDocs ensures Pro/E user downloads latest version of Non-Pro/E Master model whenever they download Pro/E ATB model
Forward Looking Information Subject to Change Without Notice
2006 PTC

Pro/E Wildfire 5.0

Pro/ENGINEER Wildfire 5.0 Embedded Browser Enhancements

Mozilla supported as an embedded browser
Set config option windows_browser_type Mozilla offers significant performance gains over IE for PDMLink!

Tabbed Browsing Supported Embedded browser performance

IE can run on a separate thread Memory independent from Pro/ENGINEER

Forward Looking Information Subject to Change Without Notice

2009 PTC

Pro/E Wildfire 5.0

Access to Windchill Table Views in Pro/E File

Access to Windchill Objects attribute information directly in Pro/E
Objects status information (textual) System & User defined attributes

Define/Manage Table Views in PDMLink

Workspace views

Commonspace views

Access to views from Pro/E Dialogs

File > Open Assemble > Open

Minimum Requirements
With 9.1 M020 Pro/E Wildfire 5.0 F000
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Forward Looking Information Subject to Change Without Notice

2006 PTC

Pro/E Wildfire 5.0

Support for Parameters/Attributes with Units a fileAllow the addition of

based attribute to the CAD document type definition

Edit values in Windchill in selected measurement system

Designate parameters with units in WF 5.0

Display attribute value in Windchill with user preferred measurement system

Forward Looking Information Subject to Change Without Notice

2008 PTC

Windchill 10

Pascal Montangon May 2011

Agenda

> General Improvements > CAD driven product structures (bottom up)
Challenges Review of 10.0 capabilities working to address these challenges

> Enterprise Top Down Design

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Pro/E (MCAD) Data Management

General Improvements & Changes
> Modern Look & feel
LHS panel for Navigation & Search access New Model Structure Browser consistent with PSB Bread crumb trails Light boxing of Action UIs and Wizards RMB access to actions & information (excludes WS)

> UI Configurability > Add to Workspace goes to Object > Action workflow > Working to eliminate multiple scroll bars > Further improvements to CAD driven product structures
Increased flexibility Structure comparison tool Introducing soft type support for CAD

2008 PTC

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CAD Document Information Page

Search Breadcrumb trails

Actions drop-down

Quick access to recent items

Fly-out panel for Quick access to navigation and search

2008 PTC

18

CAD Document Information Page

Tabs for access to additional information. Create your own custom tabs

Links to page elements Drag and drop to change display hierarchy

Expand and collapse page elements

Tailor additional tabs to contain addl elements

2008 PTC

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CAD Document Information Page

Ribbon UI access to actions for Structure Report and its content

Uses Report based on structure selection

2008 PTC

Toggle between Visualization and Attributes tab Information updated based on structure selection

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Structure Compare
Launched from the Compare Action

> Side-by-side comparison of structures

CAD-to-Part Part-to-CAD Part-to-Part

> Highlight and Navigate differences > Additional cross-highlighting reporting in lower third > Lightweight editing > Bottom Up and Top Down Design build support
2008 PTC 21

Structure Compare
Central Column for difference reporting

Build Structure on RHS

Difference Navigation Configure table display Addl reporting and comparison on highlighted row

Search structure

2008 PTC

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Additional UI Improvements
Pervasive use of Light Boxes
> Light boxing of action related UIs > Including CAD related actions
Add to Workspace Check-in/Check-out Save As Import/Export Rename And more

> Available from embedded and standalone > Future - incremental updates to underlying UI display as it relates to action
Avoid complete refresh Maintaining last position (where applicable)

2008 PTC

23

Detailed Design

CAD Driven Product Structure Challenges

CAD Model

BOM
Parts Structure

For Modeling purposes only

CAD

DMU

CAD Model specific subassy level not needed in Product structure Erroneously built in structure

Incorrect Quantity modeled in CAD

> Limited flexibility > Management of attributes & processes limited for CAD > CAD and Product Structure not always the same

> Product Structure changes tied to workspace & CAD users > No tools to view and compare structure

2006 PTC

24

Improved Part Document Relationships

Top Level

Top-level.asm A.asm a.prt b.asm 1.prt

> Goals
Deliver more flexibility to user working with product structure driven from CAD data Enable user outside of CAD tools to work with CAD driven product structure

A a b 1

> Key Capabilities

Provide environment for viewing CAD and Product Structure side-by-side
Compare differences Make edits Provide graphical feedback Edit Product Structure qty. Restructuring capabilities

How can I change my Product Structure but keep the association to the CAD Model?

Relax restrictiveness of build rules

Allow structures to evolve out-of-sync (planned for M010)

Allow decoupling of structure building from CAD tool & check-in

Multi-soft type support for CAD Simultaneous New CAD and Part creation UI

2008 PTC

25

Improved Part Document Relationships Highlights

> Preference for decoupling build from WS check-in

Asynchronous structure changes (working out of sync)

> Introduction of the Dual Structure Browser

Compare CAD & Part Structures side-by-side Execute (selective) build of product structure

> New Gathering Assembly handling > Multiple CAD Document Soft Typing Support
Define types based on authoring tools Drive type created based on CAD model attribute (parameter) value Couple CAD document soft type with WTPart soft type creation during auto-associate

> Flexibility to edit CAD driven structures

Easily change quantity information for built parts Remove erroneous built parts from structures
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Auto-associate UI

> 9.1 Workspace Auto-Associate

Accessed from Workspace > Edit menu

> 2 discrete tables presented to user

1 for Models related to a Part 1 identifying models where a Part will be created

> Issues/Limitations
Operates based on configuration and customization rules Use interaction/options limited
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X-20 Auto-associate UI

> X-20 Concept

Single table approach Enabling additional user interaction

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X-20 Auto-associate UI
Should it be an End Item?

Allow user to specify new or existing part to associate

Specify Part Type

Specify & edit association type

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X-20 Auto-associate UI

> Benefits
Better view of associations between Part and CAD

Provides end user more control of associations and CAD driven Part attributes Consistent with Edit Association UI Continues to follow custom/configured rules but allows for additional flexibility

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Working Out of Sync

Not always desirable to push changes to product structure
> Scenario
CAD User creates initial product structure/BOM from CAD design Downstream processes/users need this BOM to remain static for their activities Meanwhile CAD User may have some new ideas or modification which to experiment without disrupting the enterprise activities associated with the product structure If model changes make sense later user will push these updates to structure

> How
Decouple build from Workspace Check-in
User preference controlled Operation > CheckIn Operation > Checkin > Build After Check In [All, None]

Execute build On Demand Leverage Dual Structure Browser to interrogate changes

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Introducing Gathering Part

> How things are modeled not always indicative of the BoM
Grouping or gathering assemblies used Structure needed for navigation but want to filter from BoM

Loader.asm Fastener.prt Gathering.asm Hood.prt Seat.prt Instr.prt Engine.asm block.prt Cylinder_head.prt

Loader Fastener Hood

Desired BoM

Seat Instr Engine block Cylinder_head

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Introducing Gathering Parts

> How theyre displayed

Identifiable by attribute & Icon Gathering Parts visible in product structure hierarchy Filtered from BoM reports Children are elevated up a level in reports

Set Gathering Part to Yes to filter from BOM reports

> Ways to set value

Toggled by editing part attributes Drivable by CAD document attribute

Gathering Part children remain in BOM report

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CAD Document Soft Typing

> Support for multiple CAD document soft types > Administration
New Type Manager
Define CAD document types Configure role based access to attribute information Configure Attribute layouts for Property Pages and Create UI Configure usage based on Authoring Application

Tie to Templates
Admin configure CAD document templates for availability Upload template part to proper type using parameter

> Usage
Drive usage based on model parameters
Operation>Upload Operation>Upload>Soft Type Parameter UPLOAD_SOFT_TYPE = <logical identifier of soft type definition> Select CAD Document Type

Select during New > CAD Document action Create along with Part during New Part process Preference to configure type usage per CAD authoring application

2008 PTC

34

Detailed Design

Enterprise Top Down Design Highlights

CAD Model Parts Structure

BOM

CAD

DMU

> Editing CAD owned structures and pushing edits back to CAD
Adds Removes

> Selectively execute build to update CAD structures, pushing changes to CAD > Open annotated CAD structure in CAD tool

> Creating new structures and pushing to CAD assemblies > Comparison of Part Structure to CAD

2006 PTC

36

Enterprise Top Down Design Key Concepts

> Goal
Define a concept product architecture and transform into detailed product structure Allow the creation of related CAD content and CAD relationships based on product structure decisions

> Key Capabilities

Enable the visual comparison of Part and CAD structures
Create CAD documents from Parts Allows the editing of built product structures

Introduce concept of a CAD structure from Product Structure to create model structures from Part structure
Build selectively Pass attribute information from Part to CAD documents

2008 PTC

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Unified Workgroup Manager

Windchill PDMLink Content Management

IsoDraw

Windchill PDMLink
ClearCase

Microsoft Office

Software
Mathcad

Office & Technical Mechanical Design Electrical Design

CATIA V4/V5 SolidWorksPro/ENGINEERCADDS 5 Co-Create Drafting UG-NX AutoCAD Inventor I-DEAS

Cadence Mentor Graphics

Zuken

RSDesigner
2009 PTC

Forward Looking Information Subject to Change Without Notice

Windchill 8.0 - 3rd Party MCAD WGM Architecture

Hybrid Java + HTML Architecture

Most end-user interaction provided through Java interfaces Limited functionality provided through HTML workspace No support for features such as Rename and Save As Limited support for heterogeneous CAD Data Management No common code platform - each application is maintained individually which leads to inconsistencies and duplication of effort.

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Forward Looking Information Subject to Change Without Notice

2007 PTC

Windchill 9.0 Unified Workgroup Manager Architecture

3rd Party WGM & MCAD System Pro/ENGINEER Wildfire

Unified WGM Approach:

Uses Pro/ENGINEER Wildfire embedded WGM launched as a separate application which interacts with 3rd Party MCAD systems. All Workgroup Managers (including Pro/ENGINEER Wildfire) are now based on same platform.

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Forward Looking Information Subject to Change Without Notice

2007 PTC

Benefits of Windchill 9.0 Unified Workgroup Manager Architecture

Improvements made in Pro/ENGINEER Wildfire WGM are now available to all 3rd party MCAD tools All WGMs benefit from future core PDMLink enhancements
Examples of Improved Code Sharing with Core Windchill: Details pages, reporting, revise, associate, delete, move, save as, rename.

Pro/ENGINEER Wildfire

All WGMs benefit from future Pro/ENGINEER Wildfire integration enhancements Improved integration with Pro/ENGINEER Wildfire Reduced maintenance (previous WGMs were separate application that had to be maintained individually) Hyperlink navigation Reduced maintenance Consistent user interaction experience for all MCAD Workgroup Managers
Common Windchill look and feel

3rd Party WGM & CAD System

Consistent end-user capabilities for all MCAD Workgroup Managers Improved product quality and development efficiency
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Forward Looking Information Subject to Change Without Notice

2007 PTC

Windchill 9.0 Unified Workgroup Manager Architecture

User Interface Layout:
Navigators Folder Search Favorites History Embedded HTMLbased Workspace to interact with Windchill and CAD system

Message Console

A Single, Unified application for 3rd Party CAD Data Management Based on Pro/ENGINEER Wildfire - Windchill Integration.
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Forward Looking Information Subject to Change Without Notice

2007 PTC

9.0 Unified Workgroup Manager New Features

CAD System Embedded Menus Server/Workspace/Application Management Tools Common Components in Windchill Automatic mapping of workspace directories Improved Workspace Status Messages Drawing Association Improved Attribute Editing Attribute Mapping Sever Based Preferences

Multi-CAD System Data in Workspace

WGM Client Functionality

File > Open copies data to Workspace Details Page Actions Improved Messaging (Pop-ups) Background Processing of Commands Check In Modified Objects Only Check Out During Check In And more

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Forward Looking Information Subject to Change Without Notice

2007 PTC

Windchill 9.0 Workgroup Manager

Planned CAD Versions Support

9.0 First Customer Shipment

CATIA V5
CATIA V5 R16 CATIA V5 R15

9.1 Release (TBD)

CATIA V4 CATIA V4.2.5. CADDS5
CADDS 5 R15

SolidWorks
SolidWorks 2006 SolidWorks 2005

Unigraphics
UG NX4 UG NX3

Planned Platform Support

Windows XP Pro (32 Bit) HP-UX V11i Solaris 10 (SPARC)

AutoCAD
AutoCAD 2006 AutoCAD 2005

Autodesk Inventor Series

Autodesk Inventor R11 Autodesk Inventor R10
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Forward Looking Information Subject to Change Without Notice

2007 PTC