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Configurable Engineering Applications and Migration. Jason Westman MWDUG September 5 th , 2003. Overview. Founded 1996, became one of DCTM’s largest SI’s Fully Migrated to Software Applications Company 300+ Global 2000 Customers worldwide 40,000+ licenses in 47 Countries
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Configurable Engineering Applications and Migration Jason Westman MWDUG September 5th, 2003
Overview • Founded 1996, became one of DCTM’s largest SI’s • Fully Migrated to Software Applications Company • 300+ Global 2000 Customers worldwide • 40,000+ licenses in 47 Countries • Managing Engineering Content in the DCTM environment • ISO 9001 accreditation for software development
Utilities McLaren Customers Design & Construction Oil & Gas Chemicals Pharmaceuticals Transport & Distribution
Tools and Applications • McLaren Tools • CADLink • DocLoader • RenderCenter • VueServer • Solo • Business Action Manager • kConcurrent • kTransmit • McLaren Enterprise Engineer Applications – family of configurable engineering content management applications powered by the Documentum platform • Drawing Manager • Concurrent Engineer
Configurable Applications Platform and Application Configurable Applications Oracle Documentum
Deployment / Migration • Data Migration • Application Functionality • Customized • Configurable Applications
Design Development Implementation • Design prototyping and coding of key components • Development and coding of key components • Implementation of key components and integration with 3rd Party software • Time consuming iterations • Repeating the design and development of key components • End result is a static application Overview Application Customization Time
McLaren Apps (Desktop and Web) Check out XML. Edit XML Studio. Add XML tag. Specify properties. Save and Check back in. Change available immediately (no logout required). Traditional – VB (Desktop) Obtain VB source code. Open VBP. Edit GUI. Add code to populate list. Add validation rules. Save source code. Compile DLL. Create CAB file. Open DocApp in Developer Studio. Edit the component ACXand replaceCAB file. Check DocApp back in. Not available until nextuser login. Application Deployment Methods
Overview Application Configuration Design Implementation • Key components pre-defined in templates • Design prototyping via XML configuration file • No Development of key components • Implementation started earlier with less risk of design iterations • Faster implementation with working system out-of-the-box • Template configurations easily changed to map to bus processes • Real-time prototyping to accelerate user acceptance Time
Traditional Configuration Web Windows Desktop Users Static Pages Static Dialog Boxes Static Business Rules & Java/HTML Code State, Security, Role, external links etc. Static Business Rules & VB Code State, Security, Role, external links etc. Business Content and Documents Back Office
For Desktop For Web Dynamic Client Presentation Users Dynamic Business Forms () Back Office State Configurable Business Rules (XML) Business Content and Documents Security User Role ExternalDatabases
Benefits of Configurable Applications • Fast route from innovation to user acceptance • Shorter time from design through to development • Shorter time to deploy to the business users • Reduced development costs • Future upgrade cost and duration are minimized • Simple deployment and at a local level of control • Leverage evolution of product lifecycle
McLaren Enterprise Engineer – High Level • Document & Drawing Management • Engineering Document Lifecycles • CAD Management • Concurrent Engineering • Regulatory Compliance • Transmittals • Reporting & Notifications • Records Management • Workflow and Task Management • Viewing and Redlining • Publishing & Plotting • Bulk loading, exporting and archiving
Reporting and Notification Dynamic Business Forms Dynamic Data Validation Dynamic Integration Services Complex Lifecycle Management Complex Number Management Complex File Management Flexible Document versioning Electronic Sign off Dynamic watermarking Automatic Audit Trail Generation Configurable search screens Database Table Maintenance Adhoc Workflow Definition Synchronised Desktop and Web versions Multi-format rendition engine Multi-format thin client viewing Rules driven bulk loading Rule driven bulk exporting Offline access CAD Reference file management Complex relationship management McLaren Enterprise Engineer – Low Level
Configurable Applications - Example • Drawing Manager • Seamless Linkage from Docbase to CAD applications • Pre-Configured Lifecycles, Revision Numbering, State Management, Electronic Signoff, Watermarking, and Reporting • Title Block Synchronization • Hybrid Drawing Management • Dynamic Business Forms and Validation • Integrated Thin-Client viewing and mark-ups for Web users • Synchronized Webtop and Desktop clients • Configurable Core Actions: New, Import, Copy, QuickFind, Properties • Configurable Lifecycles, Numbering schema, Electronic Signatures • Complex File Management
Overview Extended Dynamic Applications • Complex State Management • Additional state functionality available for lifecycles. • Group promotion of documents. • Configurable Check In Options & Post Process on Check In. • Independent lifecycle, controlled by user roles allowing state skips. • Multiple lifecycles – project-based vs. plant • Complex File Management • Automatic creation of appropriate folders when documents are created. • Documents are linked to an appropriate folder depending on lifecycle state of the document. • Documents “move” between folders as documents lifecycle status changes. • Folder names can be generated from document properties.
Overview Extended Dynamic Applications • Electronic Signature • Electronic Signature can be set to prompt for Username, Password and Reason. • This can be easily configured for any state in the Lifecycle. • Report Generator • Create formatted reports based on a DQL statement. • Configurable using ‘XML’. • History • History field will record Electronic Signature Username and Changed States. • This can be easily configured for any state in the Lifecycle.
Overview Extended Dynamic Applications • Database Table Maintenance • Interface to maintain data in registered tables without using a database application. • Control over permission to view and edit data. • Revision Numbering • Allows document revision depending on what state in its Lifecycle. • Imprint • Provides stamping to PDF renditions. • Watermarking, Header and Footer using DCTM and Literal Attributes. • Criteria based on Attribute value.