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ALM-PLM Requirements, Change and Configuration Integration: Today's Practices and a Vision of Tomorrow Jonathan C Archer Director of Process Management
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ALM-PLMRequirementsChangeandConfigurationIntegrationPTCLive309

Mar 20, 2017

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Page 1: ALM-PLMRequirementsChangeandConfigurationIntegrationPTCLive309

ALM-PLM Requirements, Change and Configuration Integration: Today's Practices and a Vision of Tomorrow

Jonathan C Archer Director of Process Management

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Todays Presentation

Today PTC provides a level of integration between PTC Integrity and

PTC Windchill PDMLink. This presentation will review current

practices supporting this integration along with presenting a vision of

the future deeper integrations.

Presenter
Presentation Notes
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Current Traceability Methods Requirements Management–

Presenter
Presentation Notes
Takeaway: Trace requirement to ensure that requirements are met (satisfied) through relationships to downstream artifacts
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Requirements Traceability

Trace between Requirements and Specifications to Software and Hardware development

2014

Create Traces

Update Traces

Report & Monitor Traceability

Determine Trace Strategy

Start

1.0

2.0

3.0

4.0

End

Determine Trace Strategy 1.0

Create Traces 2.0

Report & Monitor Traceability 4.0

Update Traces 3.0

Presenter
Presentation Notes
Takeaway: Trace Strategy; Flexible data mode for Requirements – decompose to manufacturing and service requirements, functions, critical parameters and even function of an IoT sensor. Create Traces; Not only between requirements objects shown here, but to other downstream artifacts as well During churns, traces become suspect. Create and Update as the development process evolves
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Current – Requirements Tracing

2014

Presenter
Presentation Notes
Takeaway: there is a methods to trace to all Requirement types, to verification with testing, software designs as well as product content. Product content tracing is currently a one to one process method to tie them together
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Context Based Vision of the Future Requirements Management Traceability

Future looking information Subject to change without notice © 2014 PTC

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Future Concept: Requirements Tracing Data Model

Direct Tracing

Product Structure

Requirements

PTC Integrity PTC Windchill

Tests

Software Requirements

Tests Documents

Future looking information Subject to change without notice © 2014 PTC

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Future Vision – ALM-PLM Requirements Traceability

System Requirements and Validation

System & Logical Engineering Val idation/ tests M anufacturing Requi rement Service

Modern UX for rich requirements authoring

Modern UX to Create and trace relationships

Create and trace relationships

Open Relationships and Related Objects

Trace Requirements to Product Information

Future looking information Subject to change without notice © 2014 PTC

Presenter
Presentation Notes
Takeaways: Modern Web enabled UX usable by all domains, support a larger set of object types to trace to, provide a UI to develop in-context relationships between requirements and other objects (Artisan already provides this function).
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9 Future looking information Subject to change without notice © 2014 PTC

Presenter
Presentation Notes
User Action – Click Add from the Allocate to toolbar
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10 Future looking information Subject to change without notice © 2014 PTC

Presenter
Presentation Notes
User Action – Choose Search
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11 Future looking information Subject to change without notice © 2014 PTC

Presenter
Presentation Notes
User Action – Select “MAYTAG, ALPHA – ASM” Takeaway – User adds top-level End Item to allow for tracing to its downstream components that comprise the assembly to the top-level requirements document
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12 Future looking information Subject to change without notice © 2014 PTC

Presenter
Presentation Notes
User Action – Choose OK
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13 Future looking information Subject to change without notice © 2014 PTC

Presenter
Presentation Notes
User Action – Choose OK
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14 Future looking information Subject to change without notice © 2014 PTC

Presenter
Presentation Notes
Action – Select the row Takeaway – The top level assembly has a relationship now that provides the ability to further edit tracing
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15 Future looking information Subject to change without notice © 2014 PTC

Presenter
Presentation Notes
Action – Click Edit from the Satisfies toolbar
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Future looking information Subject to change without notice © 2014 PTC

Presenter
Presentation Notes
Action – Click Technical Specification Takeaway – The n-view diagram shows the requirements documents requirements sections in the left column and the assemblies components in the top row. Hyperlinks show that there is additional downstream contents for either the requirement section or sub-assembly that can be further drilled down into. Selecting Technical Specification drills down to the contents of that section within the requirement.
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Future looking information Subject to change without notice © 2014 PTC

Presenter
Presentation Notes
User Action – Select cell “Buttons | BUTTON MOD 1” Takeaway – The Technical Specification section is comprised of two Specifications; Buttons and User Interfaces. Selection of cells changes the context of the information provided in the lower views. Think of these ‘windows’ as the cells in a typical requirements document managed in spreadsheets but fully up to date utilizing the latest information in the system.
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Future looking information Subject to change without notice © 2014 PTC

Presenter
Presentation Notes
User Action – Choose Add
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Future looking information Subject to change without notice © 2014 PTC

Presenter
Presentation Notes
Action – Click Right Arrow button or key to select cell “Buttons | BUTTON MOD 2” Takeaway – The end user can add the trace between the buttons specification and the part, in the context of the other components
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Future looking information Subject to change without notice © 2014 PTC

Presenter
Presentation Notes
User Action – Choose Add
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Future looking information Subject to change without notice © 2014 PTC

Presenter
Presentation Notes
User Action – Click Down Arrow button or key
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Future looking information Subject to change without notice © 2014 PTC

Presenter
Presentation Notes
Action – Click Display Specification Takeaway: Direct relationships between items create indirect relationships to higher level items
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Future looking information Subject to change without notice © 2014 PTC

Presenter
Presentation Notes
Action – RMB click
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Future looking information Subject to change without notice © 2014 PTC

Presenter
Presentation Notes
Action – Choose RMB>Add Trace Takeaway – Other methods might be to provide an RMB mouse action to select cells and add traces, still within the context of the other components
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Future looking information Subject to change without notice © 2014 PTC

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Using standard Product Structure relationships today Managing Software-Hardware Configuration

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• Software Part – Object in product structure to represent specific software deliverable / module / node

• Software Build – Contains software build / deliverable, such as software library objects or executables

• Software Configuration Data – Contains configuration file to “enable or disable” functions within a build

• Software Document – Contains source code or link to src code in SCM system

• Software Defect – Proxy object to remote defect tracking system defect or local Windchill defect

Current Data Model and Relationships

Software and Hardware information sharing – Windchill provides:

Software Part

Software Build

Software Configuration

Software Document

Hardware Part

End Item

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Hardware with Software Configuration

Compiled Software and Configuration associated to Product Structure

Create Structure

Create Document

End

Associate Source Code Configuration

Determine Build and Compile

Start 1.0

2.0

3.0

4.0

Create Build

Associate Binaries / executable

5.0

6.0

Software Build developed in Integrity Project

Software Part Added to structure

Software build process completed in Integrity

Build information added to Document which is associated to Software Part

1.0

2.0

3.0

4.0

5.0

6.0

Placeholder document added to product

Software configuration file added to Part with link to Integrity

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Hardware with Software Configuration

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Future Concept Configuration Management – Matrix Management

Future looking information Subject to change without notice © 2014 PTC

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Hardware with Software Configuration

To Be Process Improvement: Matrix Management Future Concept

Specify Hardware Compatibility

Review Compatibility

End

Open Matrix and Review

Open Compatibility for Software

Start 1.0

2.0

3.0

4.0

Export 5.0

For a particular Software Version, select compatible Hardware configurations

Users can now open Matrix and review

Export Matrix for edit and publishing

1.0 2.0

3.0

4.0

5.0 Review Compatibility

From Software Part, select Compatibility

Future looking information Subject to change without notice © 2014 PTC

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Matrix Management Future Concept

UX Concept Click-through Review

Future looking information Subject to change without notice © 2014 PTC

Presenter
Presentation Notes
Takeaway – concept would provide ability to see different software versions with hardware platforms in an n-view format
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Presenter
Presentation Notes
Takeaway – The end user could then select a hardware platform, the select the different design variants for that platform in which the software version is compatible
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Future looking information Subject to change without notice © 2014 PTC

Presenter
Presentation Notes
The user then can select the variant
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5S

Future looking information Subject to change without notice © 2014 PTC

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5S, 5C

Future looking information Subject to change without notice © 2014 PTC

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5S, 5C, 5

Future looking information Subject to change without notice © 2014 PTC

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5S, 5C, 5, 4S

Future looking information Subject to change without notice © 2014 PTC

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5S, 5C, 5, 4S, 4

Future looking information Subject to change without notice © 2014 PTC

Presenter
Presentation Notes
A different platform is selected…
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Future looking information Subject to change without notice © 2014 PTC

Presenter
Presentation Notes
In this case, the user has drilled down into a the Product platform, where the variants are shown in the columns. The user can then select the compatible versions.
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Future looking information Subject to change without notice © 2014 PTC

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Future looking information Subject to change without notice © 2014 PTC

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Future looking information Subject to change without notice © 2014 PTC

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5S, 5C, 5, 4S, 4 4th, 3rd, 2nd

Future looking information Subject to change without notice © 2014 PTC

Presenter
Presentation Notes
Rolling back up the higher level view, the user can see the selected software releases
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Future looking information Subject to change without notice © 2014 PTC

Presenter
Presentation Notes
The user can also drill down into a particular hardware platform and look at all the hardware variants see the compatibility matrix of software. An Action available might be to allow for external publishing and editing. Edits might be required because you may want to remove current prototype and in work product information that you would not want to expose to external customers for example.
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Mobile Version Windchill Matrix Folder App

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Future looking information Subject to change without notice © 2014 PTC

Presenter
Presentation Notes
An application using the externally exported and modified content could potentially be developed…
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Future looking information Subject to change without notice © 2014 PTC

Presenter
Presentation Notes
Allowing for the ‘customer’ (either external or internal) to drill down into the details for either a software version or hardware variant
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Future looking information Subject to change without notice © 2014 PTC

Presenter
Presentation Notes
Drilling down into the software version, they can drill down further…
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Future looking information Subject to change without notice © 2014 PTC

Presenter
Presentation Notes
To a particular OS version
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Future looking information Subject to change without notice © 2014 PTC

Presenter
Presentation Notes
And see the compatibility to a particular hardware device.
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Current Integration Methods Cross Discipline Change

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Integrated Change and Release

Software Changes are documented within Hardware Change Processes

Define Software Issues as WC Software Defect

Review Open and Closed Issues

End

Compile Code and Build

Manage Software Issues

Start 1.0

2.0

3.0

4.0

Collect and Revise

Release Structured Software

5.0

6.0

File Software Defects within Integrity to support changes

Defects generates Defect in Windchill with synchronized states, tied to Software Build

Software build process completed in Integrity

Revised Software Part with compiled Code associated

1.0 2.0

3.0

4.0 5.0

6.0 Close to Release cycle, Change information is reviewed including Open and Closed Defects

Software Revised / released with reference to Defects

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Issue Management Software Defect Tracking

2014

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Future Concepts Cross Discipline Change

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Future Concepts: Integrated Change Process

Task and Workflow enabled coordinated changes between Domains

FUTURECONCEPT – subject to change

Software Change

Collect and Relate Affected SW

Design Artifacts

Hardware Change

Collect and Relate Affected HW

Design Artifacts

Open Domain Specific Tasks/Activities Associated to

Common Change

Open Tasks Related to Specific System Change Process

Coordinate changes to System, SW, HW

Presenter
Presentation Notes
Takeaway – In the future would like to have a more rich and deep integration for change management; user and task synchronization and management.
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Don’t forget the survey

Session PTC309

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