PDM Process Considerations for CAD - aras.com

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PDM Process Considerations for

CAD

www.Razorleaf.com

http://www.razorleaf.com/


• CAD Management Basics

• Numbering, Properties, and File Names

• Viewables

• Change Process

• Analyze Your Files

• Other

Agenda


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


Aras Innovator CAD Integrations


• 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


• 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


• 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


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


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


• 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


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


• CAD Document / Part Numbering

• CAD Document / Part Properties

• File Naming

• Where to do the data entry

Numbering and Properties


• Every item in Aras Innovator gets a number

▫ Document Number

▫ Part Number

• How does your organization think of them?

▫ Same?

▫ Different?

Numbering


• 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


Numbering Example


• Formal process of part item creation and

approval

• Configurations and Part Families in CAD

▫ One CAD File for multiple parts

Advanced Numbering

Considerations


• 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


• Show Image

Mapping of Description


• 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


• 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


• 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


• 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


• 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


• 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


• 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


Viewables


• 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


• 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


• Setting Access Rights

• Project Designation

• Electromechanical / Mechatronic Structures

Other Topics


Dennis Lindinger

Twitter: @dlindinger

Email: [email protected]

Contact us if you have additional questions

Thank you!

mailto:[email protected]