1. ENOVIA SmarTeam and Microsoft SharePoint Interoperability
Marc Young, Michael Chan
xLM Solutions
MDY

2. The ENOVIA SmarTeam Advantage SmarTeam-SharePoint Integration
Outline
Microsoft SharePoint
What, why, how?
The ENOVIA SmarTeam Advantage
SmarTeam-SharePoint Integration
Benefits
Application Scenarios
Approach
Conclusions
Future Integrations
MDY
What – what is SharePoint?
Why – why use SharePoint? Benefits of using SharePoint. Customization options.
How – how is SharePoint being used? Application scenarios.

3. SmarTeam SharePoint Customer Requirements
Provide customers with SmarTeam—SharePoint Integration solutions that can
Facilitate cross platform data and document access
Ensure data consistency and document lifecycle integrity
Provide customer-specific SmarTeam functionalities in SharePoint
Adhere to Dassault licensing terms
Eliminate redundancy and potential complications from user ad-hoc solutions
Maintain SmarTeam user base while increase the ROI for both products
MDY

4. What is Microsoft SharePoint?
Microsoft SharePoint Products and Technologies
A web-based collaboration and office document management solution
A set of services and tools for constructing and managing purpose-specific web sites
A platform for building scalable and robust web-based applications
-MSC
Also known as Microsoft SharePoint Products and Technologies
- Cost-effective: WSS is free

5. SharePoint Products and Technologies
Consist of
Windows SharePoint Services 3.0
Microsoft Office SharePoint Server 2007
Microsoft Office SharePoint Server 2007 for Search
Microsoft Office Forms Server 2007
Windows SharePoint Services (WSS) 3.0
A collection of services included in Microsoft Windows Server 2003 and 2008
Royalty-free
Microsoft Office SharePoint Server (MOSS) 2007
Built on Windows SharePoint Services 3.0
With enhanced features for enterprise-scale operations
-MSC
Microsoft Office SharePoint Server 2007 for Search: MOSS with enhanced search capabilities
This presentation will focus on the Windows SharePoint Services 3.0 and the Windows Office SharePoint Server 2007

6. SharePoint – Collaborative Infrastructure
A Tool For…
Organizing and managing meetings
Sharing and managing documents, contacts, tasks, calendars, and announcements
Building repositories of knowledge and information through wiki sites
Sharing ideas with blogs
Managing projects with task and participant lists
Providing mobile access to contents
Easy participation in discussions, meetings, and office document creations
-MSC
Contents: documents, records, and web site contents

7. SharePoint Services Site Example—Web Parts
Shared Documents
Summary of Active Web Parts
Purpose-Specific Workspaces
Team Announcements
Useful Links
-MSC

8. Customizable User Experience
User Personalization Options
-MSC
Changed from grid view to Explorer view

9. SharePoint Services Site Customization Options
Select the contents and functions of this site:
Shared Documents?
Group Calendar?
Managed Task Lists?
Etc.
Set the theme, look and feel of this site
Specify user roles and permissions according to the site’s purpose:
Project Site?
Meeting Site?
Personal Site?
Support Mobile Users
-MSC

10. A collaborative Product Lifecycle Management system Excellent for
ENOVIA SmarTeam
A collaborative Product Lifecycle Management system
Excellent for
Design Collaboration
Engineering Collaboration
Enterprise Collaboration
Supply chain incorporation
Role-Based Solution
MDY

11. SmarTeam—The Definite Advantage
Multi-CAD integrations
Business processes and workflows such as
Engineering change and release
Design-to-configure (direct E-BOM generation from CAD)
Design-to-capture
Design-to-manufacturing
Item, BOM, and Product Structure Manipulation, Management, and Synchronization
MDY

12. Integration…The Best of Both Worlds!
Provide selected and focused SmarTeam features in a lighter and faster environment
Easily extend SmarTeam to non-engineering and non-technical units
Familiar, intuitive, and customizable browser-based user experience
Minimal SmarTeam concepts and skill set required
Add values to both investments
MDY

13. Integration Advantages
Better utilization of SmarTeam and SharePoint data:
Expose side-by-side data previously available only in separate environments
Preserve and utilize existing data—no need for large-scale data migration or duplication across platforms
Facilitate business and engineering processes by combining data from both platforms in a single workflow, while maintaining data integrity
Exposes SmarTeam data to mobile users
MDY
Complementary, not competition

14. Application Example I: A Joint Meeting Between Engineering and Sales
SharePoint Meeting Workspace is created as the centralized resource repository for the meeting
A Portal is set up for participants to view the agenda, previous meeting minutes, and all related technical and business documents
PLM data from SmarTeam is referenced in the portal
SmarTeam data is live: data changes (revisions) are reflected immediately
The portal and shared workspace are removed when no longer needed.
MDY

15. Application Example II: Centralized Data Access
SmarTeam solutions are integrated deeply into product development, manufacturing and other business processes
Company IT department deployed SharePoint Services for business operations and non-technical collaborations
Without an integrated solution, PLM data access is inefficient and time-consuming, increasing risk for breaking data integrity and consistency
A ST-SP integration solution will provide a similar user experience yet maintaining document consistency
Increase efficiency
MDY
In fact, this is one of the main reasons why we are developing ST-SP integration products

16. Example: An Integration Approach—Centralized Data Access
Objective: to expose a list of selected documents from SmarTeam in a SharePoint web part
The document list is formed from the results of a SmarTeam query
The site administrator governs the syntax of the query, thus the contents of the SharePoint web part
The document list is invalidated and refreshed according to a policy set forth by the administrator
When the user selects a document, it is retrieved from the SmarTeam vault and displayed using an appropriate viewer
By removing the query construction the user interacts only with a list of documents, and is not required of any SmarTeam skills
-MSC

17. Example: SmarTeam-SharePoint Webpart
Customizable Query Attributes
-MSC

18. SmarTeam-SharePoint Webpart
Sortable columns
-MSC
Multi-page query results

19. Extends the reach of product lifecycle collaboration across boundaries
Outcome
Extends the reach of product lifecycle collaboration across boundaries
Leverages existing IT strategy and infrastructure
Connect people, resources, and knowledge base for better and faster accesses
Optimizes team performance for maximum project, product, and program achievements
-MSC

20. Conclusions
A SmarTeam—SharePoint integration harnesses the powerful features from two complementary collaboration systems to provide a rich user experience
The integration facilitates the adoption of SmarTeam by non-technical users
The integration also expands product and document management options and ultimately simplifies both engineering and business processes.
MDY

21. Future Integrations
Provide integration solutions to leverage the power of SmarTeam with other Microsoft management solutions:
Microsoft Business Process Management (BPM)
Microsoft Office Enterprise Project Management (EPM)
Other Support & Issue Management Products
Continue to add SmarTeam (PLM) advantage to other collaboration and project/document/data lifecycle and process management paradigms
MDY

22. Questions? Thank you! Marc Young myoung@xlmsolutions.com 248-926-5932
MDY
Marc Young
Michael Chan

24. Provides focused and integrated browser-based workspaces for
Why SharePoint?
Provides focused and integrated browser-based workspaces for
Facilitating collaborations within and across units, departments, and sites
Standardizing collaboration infrastructures and tools
Sharing documents and other essential information
Better monitor, control and security of corporate data
Implementing business processes and intelligences
Searching for and utilizing information on organizational and technical resources
Adding values to existing Office and PLM applications

25. SmarTeam—SharePoint Integration
SharePoint web parts are constructed to present SmarTeam data and functionalities
SmarTeam web parts may be hosted in SharePoint sites and portals
Web parts may become standalone web applications if desired
Web parts interact natively with both SmarTeam and SharePoint

26. The SharePoint Advantage
Present data- and user-centric experiences similar to other Office system products
Already familiar with and preferred by most users
Web sites may be easily created for long or short term applications:
Corporate internet and intranet portals
Individual-, meeting-, project-, team-, and division-based, or other special purpose web sites
Custom web parts may be developed to provide specific functionality or feature.
-MSC

27. SharePoint Services Site Customization Options
Select the contents and functions of this site:
Shared Documents?
Group Calendar?
Managed Task Lists?
Etc.
Set the theme, look and feel of this site
Tailor site settings to its purpose
Specify user roles and permissions according to the site’s purpose:
Project Site?
Meeting Site?
Personal Site?
Support Mobile Users
Misc. Adminitration Options

28. Integration Advantages (Under Construction)
Enables participants to create and join SharePoint Workspace
Invite both internal and external participants and assign necessary privileges
Intuitive web-based user-experience: Minimizes user training and learning curve
Full PLM functionality
file collaboration capabilities, including upload, download
check-in/check-out, versioning
Searching
Viewing and Redlining
User Security
Access to Microsoft Office products features and functionalities
Instant Messaging
Real Time Collaboration (similar to WebEx functionality)‏
Reporting/Dashboards
Issue Management
Project/Program Management
User Creatable and Customization Workspaces
Rich user experience in the collaborative SharePoint Workspace
Under construction…

29. xLM Solutions
Customers are deploying SharePoint Services as cost-effective and simple internet and intranet solutions:
IIS – included in recent Microsoft OSs
WSS – included in Windows 2003 and 2008
No additional licensing costs
Few also begin to harness SharePoint collaboration capabilities (e.g., meeting and project workspaces)
Increasing demand for accessing SmarTeam data and functionalities from SharePoint sites

30. SmarTeam and SharePoint Feature Comparisons
ENOVIA SmarTeam
Microsoft SharePoint
Enterprise Collaborations
Collaborative Product Lifecycle Management
Limited
Organize and Manage Meetings
Contents Updates via News feeds (RSS)
Ideas Sharing (Wikis, Blogs, Surveys, etc.)
Discussion Boards, Documents Workspace
Integration with MS Office Products
Add-ins
Browser-Based, Feature-Rich & Customizable UI
Separated, Selected
Consolidated, Full
MDY 30

31. SmarTeam and SharePoint Feature Comparisons
ENOVIA SmarTeam
Microsoft SharePoint
Supply chain Incorporation
Multi-CAD Integrations
Design-to-Configure (direct E-BOM from CAD)
Design-to-Capture
Design-to-Manufacturing
Item, BOM, and Product Structure Manipulation, Management, and Synchronization
MDY