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

2. 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

3. 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

4. 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.

5. 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

6. 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
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
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.

7. 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.

8. 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

9. 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

10. 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.

11. 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

12. 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.

13. 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

14. 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

15. 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

16. 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

17. Adrian Brook Consultant Global Sales & Services
Siemens Industry Software Limited

18. Thank you.