Presentation is loading. Please wait.

Presentation is loading. Please wait.

SolidWorks Enterprise PDM Data Loading Strategies

Similar presentations


Presentation on theme: "SolidWorks Enterprise PDM Data Loading Strategies"— Presentation transcript:

1 SolidWorks Enterprise PDM Data Loading Strategies
Marc Young, CEO xLM Solutions, LLC

2 SolidWorks Enterprise PDM Data Loading Strategies
Strategies to ease the migration pain… Loading, or migrating, data into EPDM can be a daunting task… With diligent planning and thorough testing, the process can go smoothly

3 SolidWorks Enterprise PDM Data Loading Strategies
Data Clean-up and Process Review Data Formats Data Loading Rules Migration Cost Estimation 1. Pre-Migration Data Analysis Manual Processing EPDM Import and Export Tools Custom Scripts (executables, add-ins, etc) Combined Manual Processing and Custom Scripting Pre-Developed Data Migration Programs 2. Data Loading Options Testing the Migration Process Data Verification Pre-Data Load Planning Production Data Load 3. Execution

4 Analyze the Data to be Loaded
Data Analysis Analyze the Data to be Loaded Determine legacy data nature and location File-/Folder-based Legacy systems (databases, vaults, etc.) Hard copy (e.g., aperture cards) Type of data: CAD (with internal links), office, etc. Anticipate data access issues All sources available? Third-party systems accesses? Additional experts? Additional resources? Is CAD data conversion needed? e.g., ProE → SolidWorks Data volume and estimated time to load Will/Can downtime be scheduled for data loading?

5 Analysis Data Clean-Up
Opportunity for Data Clean-Up Typically involves human intelligence May be time consuming May not be worthwhile

6 Analysis Data Clean-Up
What types of data clean-up are required? Duplicated part numbers per file Duplicated file names Missing or incorrect file attributes Missing or incorrect file associations or links File revision not current Non-current parts in current assemblies Non-compliance or old revision/versioning scheme Validate data accuracy

7 Analysis Process Reviews and Updates
An opportunity to review business processes Opportunity to evaluate and update user experiences Important: new changes to the underlying data model must be verified with the migration processes

8 Analysis Data Formats CAD Data CAD Data
File-based Typically has relationships among files Attributes and properties contained within the file Meta Data to be Loaded or Added Text description of data external to the associated (CAD) file Users Establish a list of users that needs to be loaded into the system Determine and collect the information required for each user Manually create or import the user information Import by automation Import from existing Active Directory Lists Combined Data CAD data with embedded relationships; but… Attributes and properties reside outside of the CAD file e.g., in an Excel spreadsheet Construct a link between the CAD file and attribute data CAD Data Meta Data to be Loaded or Added Combined Data

9 Analysis Determine the Data Loading Rules
What are the rules to determine where the data goes? How will data fields be mapped from legacy system to EPDM? What state(s) will the data be loaded to? Will the data be linked to other PDMWE data? How to handle the cases with missing data? Which data revision to load: latest or full history? Should the data be located in a folder? Should a folder be automatically created for the data? Text, serial number, special values (date, time stamp, etc.) If so, what is the ruleset? If a full data history is desired, determine how the revision history is maintained in the legacy system

10 Analysis – Effort and Cost Estimations
Data Load Project Cost Quantification Time (data loading tools development and testing) Price Resources involved Impact of downtime for users

11 SolidWorks Enterprise PDM Data Loading Strategies
Data Clean-up and Process Review Data Formats Data Loading Rules Migration Cost Estimation 1. Pre-Migration Data Analysis Manual Processing EPDM Import and Export Tools Custom Scripts (executables, add-ins, etc) Combined Manual Processing and Custom Scripting Pre-Developed Data Migration Programs 2. Data Loading Options Testing the Migration Process Data Verification Pre-Data Load Planning Production Data Load 3. Execution

12 Data Loading Options Manual Processing – Load Data as Needed
Legacy System EPDM Update/Verify Attributes: Part no. Revision Descriptions Read Write Execute

13 Data Loading Options Manual Processing – Load Data as Needed
Pros Pros Eliminates migration software development cost and time Data is manually verified during the process for Valid and correct intra- and inter-file relationships (e.g., drawing is linked to the latest revision of model) Updated attributes (part number, revision, descriptions, etc.) Cons Need to maintain two PDM systems for an extended period of time Confusion in data physical location Increased processing time for the user in organizing and moving file(s) Only the latest revision is migrated into EPDM Cons

14 Data Loading Options Manual Processing – Drag-and-Drop
EPDM Conditions Migration approach is limited to pre-defined variable mappings with consistent data properties SolidWorks, Inventor, AutoCAD, PROE Alternatively, perform queries and check-in returned results

15 Data Loading Options Manual Processing – Drag-and-Drop
Pros Simple method to load data, with minimal time consumption Cons Only latest data revisions can be loaded EPDM data attributes must already exist in legacy file properties Assumes valid CAD references and that they reside properly in the respective EPDM folder(s). May become complicated if a large number of folders need to be loaded and/or the legacy folders contain corrupted data Pros Cons

16 Update/Verify Attributes:
Data Loading Options Combined Load Data as Needed and Drag-and-Drop Approach EPDM Legacy System Legacy Folder Read Write Execute Update/Verify Attributes: Part no. Revision Descriptions Read Write Execute Production Folder(s)

17 Data Loading Options Combined Load Data as Needed and Drag-and-Drop Approach
Pros A single location for all data accesses and searches Cons Data copied from the Legacy Folder to Production Folder are disassociated (no revision history between the two data versions) Still a manual process in moving the files Pros Cons

18 Data Loading Options EPDM Import and Export Tools
EPDM Import and Export tools – Originally developed for communicating with other enterprise applications such as ERP/MRP systems Import tool can also be used to import or update data in EPDM for migration purposes SolidWorks plans to expand the tools to become the main conduits for importing and exporting data for EPDM Descriptions on the Import and Export tools as well as the associated XML format are in pages of the PDMWorks help manual

19 Data Loading Options EPDM Import and Export Tools
Pros Can update attribute information with minimal to no coding Attributes are updated using built-in EPDM functionalities Cons At present, an Import can only be triggered from a workflow trigger event Difficult to update revision history Pros Cons

20 Data Loading Options EPDM Import and Export Tools – An Import Example
Drag-and-drop the legacy files into EPDM Use the export tool to create the base XML file Modify the XML file with legacy attribute information Run import tool to update EPDM with the legacy attribute information Example…

21 Data Loading Options Overview of Custom Scripts and Programs
Best suited for larger data volume migrations Manipulates both meta data and data files simultaneously Data relationships and links may be created programmatically in the system Supports custom logging and error handling Highly suitable for implementing complex data load scenarios Supports all data loading rules Best suited for larger data volume migrations Manipulates both meta data and data files simultaneously Data relationships and links may be created programmatically in the system Supports custom logging and error handling Highly suitable for implementing complex data load scenarios Supports all data loading rules Supports all data loading rules Dynamic determination of target data directory Modification of incoming data based on existing data in the system May optionally reformat the data before entering into EPDM Allows updating the revision number and workflow state of the data if the entire data history is imported etc.

22 Data Loading Options EPDM Custom Script Tool
Examples of Custom Script Functions Define target folder structure Automate variable mappings Change and increase the data revision number programmatically if full history is imported Create links among files Load data from legacy databases And more… A Scripting Example Given a set of legacy folders containing files with multiple revisions Each file name contains attribute information Excel files should go into a Manufacturing folder Word documents should go into an Engineering folder All files are to be loaded in “Release State” Examples of Custom Script Functions A Scripting Example

23 Data Loading Options Pre-Developed Data Migration Tools
Requires a basic, one-time configuration When properly configured, tool execution requires no operator intervention Most tools support full Migration of revision history Attribute mappings Events logging And more… Existing tools PDMWorks Workgroup  Enterprise PDM (www.solidworks.com) SmarTeam  Enterprise PDM (www.xlmsolutions.com) Pro/Intralink  Enterprise PDM (in progress?)

24 SolidWorks Enterprise PDM Data Loading Strategies
1. Pre-Migration Data Analysis Data Clean-up and Process Review Data Formats Data Loading Rules Migration Cost Estimation 2. Data Loading Options Manual Processing EPDM Import and Export Tools Custom Scripts (executables, add-ins, etc) Combined Manual Processing and Custom Scripting Pre-Developed Data Migration Programs 3. Execution Testing the Migration Process Data Verification Pre-Data Load Planning Production Data Load

25 Execution Testing the Migration Process
Test the migration process!!! Mitigate all discovered issues Legacy data issues Missing data files Orphan links and/or blank fields Inconsistent legacy data such as revision schema Bad formats E.g., Attempts to load characters into integer fields Class determination rules fail Repairing the legacy data Manual clean-up Change data load rules (i.e., change the code) Modify the EPDM data model to better accommodate the legacy data Bug(s) in the migration tool code Data loading procedural issues e.g., failure to delete all files with a creation date before 12/31/1999 Document the migration procedure or update the tool to automate the migration process Test again!!!

26 Execution Data Verification
Crucial to implement a data verification strategy Analyze migration process log files Spot-check data Randomly verify the data objects loaded Check at least 10% of data User validation (done through testing with the pilot system) – an important part of the verification process User validations >> IT/CAD administrators sign-offs Develop a tool to compare and analyze the data in EPDM and legacy system(s) Verify the number of records between systems Ensure pertinent fields and data are preserved in both systems

27 Execution Pre-Data Load Planning
When will the legacy system be turned off? How long will it take to load the data? Will the data loading occur during non- business hours? Specify the data load process: What are the required pre-data loading activities/events? e.g., legacy data clean-up Document the data load sequence Populate the lookup tables Import users before documents Import projects and documents, followed by the associated links Create references to class data Identify personnel responsible for the various parts of the data load process

28 Execution Final Data Load
With proper planning and testing, the final data load process “should” go smoothly Advices: Follow the documented procedures Allocate buffer time for unexpected issues Prepare to support users in the new system

29 SolidWorks Enterprise PDM Data Loading Strategies
Thank you! Questions? Script example shown is available at: Marc Young xLM Solutions, LLC.


Download ppt "SolidWorks Enterprise PDM Data Loading Strategies"

Similar presentations


Ads by Google