Siemens PLM Software Insight Seamlessly integrate design management, CAD and web-based collaboration in a single tool

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Today’s design management issues

Effective design management is essential to achieving the time-to-market, cost and quality objectives of design organizations. Solid Edge® software with the Insight™ data management solution unites design management capabilities with the powerful Solid Edge CAD tools that engineers and designers use every day.

Solid Edge with the Insight design data management solution is an innovative solution that seamlessly integrates design management, CAD and web-based collaboration into a single tool that is easy to implement and easy to manage. Insight removes the perceived barriers to product data management (PDM) implementation, while still providing the fundamental capabilities that companies expect in order to successfully manage the design process.

Built on the popular Microsoft SharePoint platform that has more than more than 130 million seats in businesses of all types and sizes, Insight manages and leverages product information in a manner that is unobtrusive and transparent, enabling design projects to be completed on-time and on- Key capabilities budget. • Based on Microsoft SharePoint platform for easy integration with business systems Unlike conventional product data management systems, • Straightforward design management and transparent Solid Edge Insight is not a separate soft-ware package with integration with CAD additional commands and long implementation timelines. • Secure vaulting with check in/check out Instead, Insight is an integral component of Solid Edge, • Attribute data management available at no additional cost. Insight requires only limited • Comprehensive access control through configurable user training and can be implemented in days instead user roles of months. • CAD product structure management and BOM creation • Rapid searches and “where-used” reporting • Revision management • Design release management • Task and workflow management • Offline mode with synchronization on reconnection • Managed collaboration for internal and external users • Web portal for wider access to design data • Insight Connect for tightly coupled collaboration • No barriers for successful implementation

2 2 Microsoft SharePoint platform for business productivity

Solid Edge Insight is based on Microsoft strategy is working. Solid Edge Insight is “While it’s invisible to the SharePoint, a business productivity now available on Microsoft SharePoint designers, Insight technology solution that brings information 2010 enabling our customers to leverage performs all of the critical management and access, collaboration server software that they already have functions our engineering and people-driven processes into the and that best fits their corporate IT organization needs to ensure familiar environment where people do strategy. These platforms also deliver the integrity and efficient their work every day. People benefit from improved collaboration and security access of our Solid Edge data.” the familiarity and consistency of a single capabilities for Solid Edge Insight environment for all their information and customers. Ken Grundey CAD Manager collaboration tasks that is easy to learn, Pella Corporation use and personalize, while IT has a single Underlying SharePoint, Microsoft SQL platform and well-integrated set of Server provides a secure and scalable technologies to manage and lower end- design management vault – with user support requirements. outstanding performance and administrative tools for backup and Continuing investment in data manage- recovery. ment is part of Microsoft’s strategy to provide communities for team collab- By leveraging the proven tools provided oration, enabling users to work together by Microsoft and adding essential product on documents, tasks and projects. The structure capabilities for today’s 3D environment is designed for easy and designs including assembly structure, bill flexible deployment, administration and of material (BOM), assembly links and application development, and the success part relationships, Solid Edge Insight is of Solid Edge Insight is proof that the not only the most elegant design data management solution available, but is also the safest investment for the future.

3 Straightforward design management

Solid Edge Insight provides Secure vaulting with check-in/ CAD product structure management uncomplic-ated design check-out and BOM creation management tools, tailored Solid Edge Insight manages distributed Solid Edge Insight makes it simple to to the needs of the product product data – including files and manage the complex relationships development team. Unlike information about them – in organized among design documents, even in traditional document and data workspaces that makes it easy to find and multi-level assemblies with thousands management solutions, re-use data. This information asset is of components. Solid Edge assembly Solid Edge Insight is transparent protected with secure vaulting, role- structures are auto-matically captured by in the CAD design work-flow based access, document level security, Insight and made available to consumers and enhances the productivity check-in, check-out, rapid search, through the web portal in a bill-of- of designers without additional where-used and other design materials format. Insight automatically training. management tools. manages BOMs that define the physical product and drive many other business Embedding document check-in and processes. Accurate BOM data can be “While it’s definitely easier to check-out processes inside standard extracted at any time and output in XML create designs and drawings in Solid Edge file commands ensures that format for incorporation into ERP and Solid Edge, we attribute a lot of only one engineer makes changes other systems. the productivity gain to Insight. to a design at one time, preventing Insight permits the re-use of conflicting changes being made to the Attribute data management same part. When opening Solid Edge Insight technology enables manu- design data to a much greater content, the user can specify revision facturers to capture, organize and share extent because we can find rules such as “as saved” and “latest knowledge efficiently. In addition to CAD existing information and released” specifications. The assembly parts, assemblies and drawings, Solid we can trust it now.” pathfinder in Solid Edge provides Edge Insight captures critical information Michael Cox continual and instant feedback on the about the design data. Information Technology status of files, their availability and Manager who is working on them. Rapid searching and “where-used” Reading Bakery Systems reporting Comprehensive access control Solid Edge Insight evaluates the impact through configurable user roles of design decisions by quickly finding all Companies can easily assign roles for documents that will be affected by a each user of product data and establish change, including all related 2D rule-based access to design documents. drawings. Within the standard Solid Edge A user can be a member of more than file opening operation, designers can use one group and membership can a powerful search tool to quickly locate change for different projects. design data by any defined criteria. In addition, powerful “full text” searches can be run to locate specific text within Solid Edge documents including notes placed on drawings.

4 Revision management Task and workflow management “Often when we get an order, As the design develops, Solid Edge uses Insight users can take advantage of the I think, ‘I know I’ve made that Insight technology to simplify control task and workflow capabilities provided part before, but for what of design versions and revisions, which by SharePoint to manage everyday tasks company and where is it?’ helps teams collaborate more effectively and to implement additional workflows With Insight, those questions by knowing exactly where the latest to support company-specific processes. are answered immediately, documents are and that they are using without leaving the CAD the correct revisions. Offline mode with synchronization environment.” on reconnection Design release management Solid Edge Insight allows the designer Ryan Gudorf From pre-released to released and to add value to managed designs when CAD/CAM Manager Budde Sheet Metal Works, Inc. throughout any change notices that occur disconnected from SharePoint. For afterwards, Insight manages the design example, the designer can take data to process so that changes can be enacted, a customer site, make changes and checked and approved as swiftly and synchronize the changes with Insight accurately as possible. For users such when they return to the office. as managers who do not have full access to Solid Edge, the Lifecycle Assistant can be used to release Solid Edge parts, assemblies and drawings in a controlled way.

5 Managed collaboration for internal and external users

Regardless of the size of an operation, SharePoint web portal for wider Insight Connect also provides collaboration is crucial for any access to design data powerful design review capabilities for company that wants to remain Solid Edge Insight leverages Microsoft’s consumers of design data, making it competitive in today’s economy. .NET technology to facilitate a colla- possible for extended team members Design data dissemination from boration solution that is powerful yet to view multiple 2D and 3D file types – engineering to internal groups (such simple, providing web portal-based from Solid Edge and other sources – as purchasing or the shop floor) and to viewing of 2D and 3D designs with and interrogate the design using external suppliers is essential for managed access to associated data. dynamic sectioning and measurement reducing engineering change orders tools. Comprehensive markup (ECOs). Insight Connect for tightly capabilities can then be used coupled collaboration to add comments. Solid Edge Insight provides the tools Solid Edge extends the power of for effective managed collaboration Insight to users of design data through and communication by uniting the Insight Connect, the powerful Solid web and design data management Edge design management client. software. Insight provides tools that Included with every copy of Solid Edge enable effective access to information, and also available as a standalone while managing the data in a secure client, Insight Connect provides manner to maintain integrity and powerful design management accuracy. functionality such as revision management, document lifecycle management and “where-used” searches.

6 No barriers to successful implementation

Low cost Designed for growth “The strength of the Insight Included as an integral component of Siemens PLM Software recognizes that solution is that it is fully Solid Edge, Insight is extraordinarily manufacturing organizations have diverse embedded within the Solid inexpensive when compared to conven- and ever-increasing requirements for Edge application and provides tional data management solutions. leveraging design information in transparent and seamless design Companies only need to leverage, automated processes throughout the management functionality for standard Microsoft information sharing enterprise. As your needs grow, Solid Solid Edge users that enables tools. Edge Insight is fully compatible and managed collaboration.” scalable with Siemens PLM Software’s Easy setup and administration market-leading ® system. Peter A. Bilello With Solid Edge Insight, companies Vice President CIMdata don’t have to spend time and resources Proven results from an industry leader Ann Arbor, Michigan defining a database schema or First introduced in 2001, Solid Edge configuring data management functions. Insight was the first CAD data An administrator or engineer can quickly management solution to be made and easily establish sites containing available on Microsoft SharePoint. “With Insight technology, we document libraries, folders, management can manage the design process tools and property information for use by Foresight and continued development more easily and effectively. the design team. have established Solid Edge Insight as a Engineers learned to manage the clear leader for design data management product data while designing, Simplified user training with thousands of licenses in use. which results in increased Under conventional data management Many customers have documented the productivity and higher design systems, training requirements can benefits of having implemented Insight quality. In addition, Solid Edge significantly increase implement- including improved quality of design ation time and cost. Because Insight data, increased re-use of proven Insight is very easy to implement transparently integrates design manage- components and improved productivity and manage, saving great time ment functions within the Solid Edge during new project development and and money for us compared with user interface, introducing design ECO processes. other PDM systems.” management capability entails no Ruilin Zhang changes to familiar design workflows, Vice Manager, Technical dramatically reducing training costs. Department Suzhou Jiangnan Elevator Factory Synchronized releases Col, Ltd. By integrating design and data manage- ment functions, Solid Edge enables customers to immediately take advantage of CAD and information management innovations with each new software release. Separate CAD and PDM systems with different release schedules often require companies to delay implement- ation of new software versions until the systems can be synchronized and integrated.

7 7 About Siemens PLM Software Siemens PLM Software, a business unit of the Siemens Digital Factory Division, is a world-leading provider of product lifecycle management (PLM) software, systems and services with nine million licensed seats and 77,000 customers worldwide. Headquartered in Plano, Texas, Siemens PLM Software helps thousands of companies make great products by optimizing their lifecycle processes, from planning and development through manufacturing and support. Our HD-PLM vision is to give everyone involved in making a product the information they need, when they need it, to make the smartest decisions. For more information on Siemens PLM Software products and services, visit www.siemens.com/plm.

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