Check-Mate Overview and Fast Start Deployment Seeing Its Value and Implementing Restricted © Siemens AG 2018

Check-Mate Overview and Fast Start Deployment Agenda Check-Mate overview Check-Mate Deployment (Fast Start) ‘Design Quality’, or “Validation”, can be split into two types. First, there’s Design Validation Checking = Check-Mate Second, there’s DFM Validation Checking= DFMPro DFM is important and challenges Validation results as part of a release process ensures quality downstream

Check-Mate Overview and Fast Start Deployment Agenda Check-Mate overview Check-Mate Deployment (Fast Start) ‘Design Quality’, or “Validation”, can be split into two types. First, there’s Design Validation Checking = Check-Mate Second, there’s DFM Validation Checking= DFMPro DFM is important and challenges Validation results as part of a release process ensures quality downstream

Check-Mate Introduction “Validate early and often” is the mantra to NX Users, producing the best and most fit for purpose CAD models they can at an early stage of their product’s lifecycle, by using NX Check-Mate. Value Creating and importing/translating CAD models that are high quality, fit for purpose and consistently follow company best practices and industry standards, helps our customers achieve success. Check-Mate is an automated CAD validation tool. It provides consistency, thoroughness and performance that no manual validation process can match. “Validate early and often” Check-Mate addresses file, geometry, assembly and drawing data quality. It checks CAD files and models for conformance to company, industry or customer standards. Check-Mate’s automated validation eliminates manual, error-prone processes that require designers to remember standards, requirements and validation procedures.

Check-Mate Overview Check-Mate Checks A Check-Mate check is a piece of code that can validate (test) anything from drafting standards to modeling best practices. A large set of checks, written in NX’s Knowledge Fusion (KF) is supplied out-of-the-box (OOTB) as standard. Customers can also create custom checks using KF or various coding tools/languages. A set of complementary functions is also supplied. Value OOTB checks, provide a broad range of valuable checks immediately to customers, allowing fast deployment. KF is aimed at a novice/intermediate programmer Simpler or more advanced languages can also be used within KF framework

What can Check-Mate check? Modeling Best Practices Features Sketches Expressions Assemblies Consistent Usage Part Families Product Interfaces Routed Systems Bends/Runs Connectors Drafting Master Model Tolerances Notes Spell Checking Geometry Fidelity Examine Geometry SASIG-PDQ VDA 4955 ISO 10303-59 Upgrade Testing Modeling Drawings File Structure File Name Preferences Part Attributes Weight Data PMI GD&T Semantic Validity GD&T Syntactic Validity Welding Spacing Flange Sizes Edge Distances Modeling: Sketches, Layers Drafting: Tolerances, Spell Checking File Structure: Attributes, Weight Data Geometry Fidelity: SASIG-PDQ, VDA 4955, ISO 10303-59 It is designed for use in quality of product shape data and related data, thus enabling quality guaranteed product data exchange. PMI: Syntactic + Semantic …and more.

Check-Mate Overview Organizing and running checks Checks can be arranged into Categories and Profiles. Simplified one button checking can be set up for ultimate ease of use. Filters are available to aid selection of NX parts to check. Checks can be run interactively (recommended) or in batch mode. Check-Mate runs the same in NX native and Teamcenter Managed mode Value Validation process as simple and automated reduces the burden on the user and encourages more frequent checking. Organizing numerous checks into categories and profiles results in more consistent and structured checking across an organization.

Check-Mate Overview Viewing, understanding and fixing the results HD3D display and navigation allow streamline workflows. Tags identify problem areas and can find and select objects. Custom documentation aids understanding and resolution of the problem. Checks can have built in automated healing for immediate resolution. Value Clearly identifying problem areas with tags, easy selection of problem objects, in-context navigation between applications, allows a more interactive understanding and validation experience. Clear guidance, available from within NX, on how to fix the issue is just as important as finding the problem. HD3D Tags Custom documentation Healing Clearly identify problem areas and clear guidance on how to fix the issue

Check-Mate Overview Storing and using the results Stored results have up-to-date flag to identify integrity. Storing results improves checking performance as unmodified parts can be skipped. Release workflows can be based upon stored validation results. Certain failed checks can be overridden with a fully integrated override approval process. Value Stored results must be up-to-date, an important criteria stored in Validation Manager, allowing confidence that no changes have occurred after the checking. Overrides allow the flexibility of specific “known” cases not holding up a release, with an OOTB override approval process. Validation results as part of a release process ensures quality downstream

Check-Mate Overview Generating reports and interpreting data When Check-Mate runs it can output log files. Provided dedicated Java based reporting tools (Check-Mate Viewer and Quality Dashboard) Use Teamcenter Reporting and Analytics Produce tables/graphs to understand what parts are failing what checks and records that information Provide information about usage, users running Check-Mate, how often etc. Value Automated report information generated from using Check-Mate that can be tailored to understand company specific areas. Collect quality metrics to show improvements or problem trends. Used to uncover training needs or feed in cost analysis. Used as a ROI tool to help with justification of further Check-Mate deployment and investment.

Check-Mate Overview and Fast Start Deployment Agenda Check-Mate overview Check-Mate Deployment (Fast Start) ‘Design Quality’, or “Validation”, can be split into two types. First, there’s Design Validation Checking = Check-Mate Second, there’s DFM Validation Checking= DFMPro DFM is important and challenges Validation results as part of a release process ensures quality downstream

Check-Mate Deployment – Best Practice Three tips for starting a Check-Mate deployment (fast-start) Get management buy in The Check-Mate deployment must be driven from the top. Make sure you have senior management support and make sure it’s clearly understood that this will be a new process and what it will achieve. Do not try to boil the ocean Check-Mate has hundreds of OOTB checks available and lots of great functionality. Don’t use every check you can think of and all functionality straight away. You will fail to get the deployment started. Set up an evaluation or test environment and measure results Set-up a proper test environment to get things working and then evaluate within a smaller group of users before full roll-out. Make sure that you measure results and usage and use this feedback to fine tune.

Check-Mate Deployment – Suggested Phased Roadmap Check-Mate 4 Phased Deployment Map. Phase 1 – Base Install Deploy NX Custom or Equivalent Use OOTB checks Use Check-Mate Super Profile One-button Checking Manual Checking HD3D Framework results feedback Customer specific Log Messages Basic healing HTML checker help Visual Reporting on Check- Mate result Log Files for Check-Mate Reporting + Phase 2 – Authoring Knowledge Fusion Check-Mate Specific KF Elements Checker Debugging and Troubleshooting Hooking up to NX/Open Using VB to report Check- Mate results stored in part Different Log Types Custom Heal Application + Phase 3 – Advanced Install Smart checking Advanced Healing Override (Results Saved in Part) Environment Variables (Advanced) Customising the Check- Mate feedback in HD3D Running Check-Mate in batch from a command line Convert DFA to Binary + Phase 4 – Teamcenter Integration Store and View validation results in TC Setup workflow to check Validation Results Override Validation Results in NX or TC Review Override requests Create Validation Rule Set files Configure Check-Mate to use Rule Set Setup workflow to use Rule Set Validation Rule Agents Create Issue in TC using Check-Mate Results

Check-Mate Deployment – Fast Start Fast Start = Phase 1 Base Install. Phase 1 – Base Install Deploy NX Custom or Equivalent Use OOTB checks Use Check-Mate Super Profile One-button Checking Manual Checking HD3D Framework results feedback Customer specific Log Messages Basic healing HTML checker help Visual Reporting on Check- Mate result Log Files for Check-Mate Reporting + Phase 2 – Authoring Knowledge Fusion Check-Mate Specific KF Elements Checker Debugging and Troubleshooting Hooking up to NX/Open Using VB to report Check- Mate results stored in part Different Log Types Custom Heal Application + Phase 3 – Advanced Install Smart checking Advanced Healing Override (Results Saved in Part) Environment Variables (Advanced) Customising the Check- Mate feedback in HD3D Running Check-Mate in batch from a command line Convert DFA to Binary + Phase 4 – Teamcenter Integration Store and View validation results in TC Setup workflow to check Validation Results Override Validation Results in NX or TC Review Override requests Create Validation Rule Set files Configure Check-Mate to use Rule Set Setup workflow to use Rule Set Validation Rule Agents Create Issue in TC using Check-Mate Results

Check-Mate Fast Start – Phase 1 Base Install Outline Phase 1 Base Install – To achieve “Fast Start” Deploy NX Custom or equivalent, to set up the Check-Mate environment first in a test area and then in an evaluation area for subset of users or a chosen “beta” test team. Use OOTB checks, not too many (5-15 max) at this stage. Use Check-Mate Super Profile, enables correct checks to be run on correct parts Create One-button Checking, to help users quickly execute Check-Mate, manually checking at their chosen cadence HD3D Framework for viewing and navigating the results, with customized help messages to aid users to fix problems Some basic healing, which shows the value of the tool and its automation possibilities Log Files for Check-Mate Reporting, to monitor the results and usage and help with measurement of the Check-Mate deployment success and ROI

Check-Mate Overview and Fast Start – Summary Check-Mate is a class leading automated validation tool that can be deployed quickly to add real value to its customers. Get management support, start small and simple (Phase 1 effort is less than 1 week), make sure that you measure and review the results and throw in some useful productivity tools like healing early to win over users. Follow a phased deployment strategy, working towards a complete release quality control tool over a sensible time frame. “Check-Mate is a very broad product, with lots of functions that can be implemented. Using a phased introduction, and following a implementation roadmap, really helped get the basics and foundation correct and prove the product’s immediate value to users and management.” Andy Gaze, Technical project Manager for NX Applications, Siemens Wind Power

Adrian Brook Consultant Global Sales & Services Siemens Industry Software Limited adrian.brook@siemens.com

Thank you.