ECAD 231 Functional Overview

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Purpose:This document provides an overview of features and enhancements included in Oracle Agile PLM ECAD Connectors Release 2.3.1. It is intended solely to help you assess the business benefits of upgrading your existing Oracle Products to ECAD Connectors Release 2.3.1, or implementing completely new Oracle developed products, and planning your I.T. Projects.

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Oracle Agile PLM Transfer of InformationECAD Connector Release 2.3.1 Functional Overview


Objectives

This session will prepare you to:

• Introduce the basic functionality of ECAD integration• Learn how the new features address business needs• Understand any dependencies or interactions• Find additional release information and resources


Agenda

• Functional Overview• Platform & Connector Support• Releasing Design Data• Retrieving Design Data• Customer Part Creation• Templates and Scripting• AVI demonstrations


Functional Overview

• Task Based wizards launched directly from ECAD tools• Document BOM Structure Creation• Change Order Creation• BOM Extraction, Preview, and Publish• File Extraction, Preview and Archive to Agile• Checkout of Design Related Data• New Part Requests• Template Rules and Event Scripting

Copyright © 2010, Oracle and/or its affiliates. All rights reserved. Oracle Proprietary and Confidential.

Connector & Platform Support

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• The connector and platform matrix is based on the schematic capture tool as generally this is where the BOM is extracted.

• Layout tools provide the file outputs that are archived to Agile and there are no restrictions there.



Releasing Design Data


Launching integration wizards

Altium, Orcad, and DxDesigner• OOTB support the launch of integration modules directly from

these applications or from the Dashboard.

Boardstation, Design Architect, Concept , Allegro• OOTB Launch from Dashboard, and tool launch per deployment

services.

• All other connectors launch through Dashboard.

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Projects

• For Altium, DxDesigner, and Orcad a project is automatically created when the checkin wizard is launched.

• For other connectors you must go through Project Editor in the Dashboard.

• Project definition contains design names, path to project folder, and BOM Settings.

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Checkin Options• Checkin Design module is

a wizard guiding the user through setting checkin options, data preview, publish, and review.

• First page defines project data, checkin options, and optional change order specification.

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Change Order Creation

New Change Orders can be created or existing Change Orders selected through the UI.

The user may indicate the Affected Items for the Change Order on the Design Structure page of the wizard.

Next Revision and Next Lifecycle Phase may be set for each Affected Item.

Automation is available to enforce Customer business process rules.


BOM Document Structure• The second page of the wizard previews the assembly structure that

will be updated in Agile.• Structure elements are defined in the template.• Only checked rows are updated or will be affected items if change

order processing is enabled.• The Action column dictates contents of BOM & File preview pages.• Description, Old Revision and Lifecycle Phase reflect current Agile

values.

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BOM Extraction, Preview, and Publish

BOM extraction occurs as page is loaded. Preview includes ECAD and Agile attributes Processing may include, but not limited to: Attribute Validation,

Component Filtering, Find Number generation Preview Agile redlines with Compare To option.


File Extraction and Archiving Files copied from local workspace based on Template. Template can specify tool execution to generate required files. Files may be specified as required or optional. Additional files many also be manually added through the UI. One tab for each document specified for File Checkin.


Results Summary• This page

summarizes actions performed during wizard execution.

• Each structure element updated is listed.

• Hyperlink available to open object in web client.

• Success/Fail status and well as performance metric is available.

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Retrieving Design Data


Checkout Options• Launched from embedded EDAConnect menu or from Dashboard.• Updating current project will gather all document/part objects

related to your project and allow user to choose which to update.

• User may specific which revision of the data they would like to download.

• Optionally, data can be checked out against a change order.

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Customer Part Creation


Part Creation Wizard

• Launch from EDAConnect menu or Dashboard

• Wizard allows user to: • Create a customer part• Create a MFG Part• Link the two parts• Update Part attributes• Add files to MFG part• Add part to Change

Request• This allows the engineer to

quickly get Agile part numbers and publish preliminary BOMs

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Templates and Scripting


Template Summary

• Templates are created and edited through the Template Editor launched from the Dashboard.

• Templates may be stored in Agile or the local file system.• Templates guide BOM and File Extraction, define the Document BOM

Structure, and specify event based script execution.• Attribute Mapping links Agile attribute names to ECAD attribute names.• Design Structure determines Part and Document objects that will be

update during the Checkin Design wizard.• BOM Sources allow extraction of BOM item from various sources as

well as schematic.• File Sources dictates which files, by default, are to be archived.• Change Order template dictate workflows, ECO type, and auto-

numbering.

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Event Handlers• Script execution is done by assigning

java/groovy scripts to an event within the template.

• Global Scripts allow you to assign a script to the launch of the Checkin Design wizard.

• Scripts can be executed to automate the creation of the Document BOM structure as well as BOM/File pre and post processing.

• Scripts can be tied to specific events on specified structure elements. This is generally used with File extraction.

• Through event handlers you can add menu items to Custom Actions menu within BOM and File Preview pages.

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AVI Demonstrations

• The Perception Software website contain datasheets and AVI demonstrations to view the product functionality.

www.perceptionsoftware.com

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ECAD 231 Functional Overview

Education

file preview pages

checkin design wizard

document bom structure

change order

structure elements

file extraction

affected items

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