© 2015 IBM Corporation

Challenges & Solutions Implementing a Practical Commercial OSLC PLM Integration with PTC Windchill Lonnie Van Zandt Enterprise Architect Sodius SAS Gary Cernosek Sr. Product Manager IBM

Agenda • Business and technical trends • Integrating and reporting across disparate tools with OSLC • Exploring the unseen implementation of an OSLC adapter

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Products are becoming smarter & more complex

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Lifecycle tool providers need a new response Next generation approach

Data is stored and maintained by the tool best suited for those data

Other tools to gain access via linked data methods built on open standards for data sharing, not proprietary interfaces and databases

Provides an open environment where engineers have access to all relevant information needed, regardless of source

Today’s typical approach

Centered on physical assemblies and bills of materials to drive the

supply chain

Mechanical Engineering

Software Engineering

Electrical Engineering

System Engineering along the lifecycle(s)

Integrated Electronic, Mechanical, and Software Engineering

Modern systems and products now more software intensive, more complex delivery & management

Relationship between engineering & software orgs is often loosely connected & dysfunctional

Current solutions require all lifecycle data to be physically located in PLM/PDM tools

Requires data to be replicated across multiple tools or data stores, complex to manage

Continuous engineering is about game-changing capabilities

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Continuous engineering is an enterprise capability that speeds delivery of increasingly sophisticated and connected products by enabling businesses to derive and apply insight, while managing cost, quality and risk.

Unlocking Engineering Knowledge

“Turn Insight into Outcomes”

Continuous Verification

“Measure twice, cut once”

Strategic Reuse

“Don’t reinvent the wheel”

Continuous Engineering

Unlock engineering knowledge to enable teams to be more effective

Access, unlock and understand all engineering information

regardless of source

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To enable

the right decisions at the right times

and

team effectiveness across traditional silos

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Make more informed engineering decisions with an open approach

Rational Engineering Lifecycle Manager (RELM) Extending the Rational solution for Continuous Engineering

• Uniting engineering teams through: Visibility – across many engineering disciplines

Organization – of information in context

Analysis – to answer lifecycle engineering questions

• Allows product development teams to: • Find the right information when it’s needed

• Understand and react to change quickly

• Gain actionable insights from engineering data

• Co-ordinate strategic re-use

• With no disruption to current engineering environments

Integration adapters can be built to enable RELM to index data from homegrown tools and third party tools that do not have native OSLC support

Use analytics to gain actionable insight

Index of Linked Lifecycle Data

Traceability Views

Timestamp-based Views

Dynamic Layout Views

Cost-based Views

Table-based views

Methodology support

Dynamic Impact Analysis

Document generation

Use analytics to gain actionable insight

Index of Linked Lifecycle Data

Traceability Views

Timestamp-based Views

Dynamic Layout Views

Cost-based Views

Table-based views

Methodology support

Dynamic Impact Analysis

Document generation

What will be the impact of replacing this physical component?

Which requirement exceeded its allocated budget?

Show me all the dependencies between my logical architecture

and its associated requirements

What are the suspect Test Cases that were not reviewed after a requirement change?

Do we follow our methodology? What’s our project status?

How my OV-1 logical architecture changes over time?

Show me all the requirements that are associated with test cases that failed over the last couple of weeks

Report on all of the above, and more…

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Airbus sees value for engineering teams in RELM Provides visibility, impact analysis and document generation across the product lifecycle

About Airbus Innovation Works The Software and Systems Engineering team of Airbus Innovation Works, the corporate research and development department of Airbus, is responsible not only for developing future technologies and solutions bringing value to the different business units of Airbus, but also evaluating state of the art or new technologies such as tools, which may improve how engineers at Airbus develop and manage their products.

Image courtesy of Tim Beach / freedigitalphotos.net

Simon Bradley, Vice President, Head of Global Innovation Network, Systems & Products Architecture, Airbus

“Rational Engineering Lifecycle Manager showed us that it has potential to be a very valuable tool

and approach to solving challenges in the engineering of complex products.”

System & Software Design

Requirements Management

Data and Analysis

Quality Management Task & Change Management

Real-Time Testing

Broaden the solution with an ecosystem of industry integrations

Electrical Design Product Lifecycle

Management Product Line Engineering

Multi-domain Simulation

…

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PLM integration status

PTC Windchill OEM contract in place with partner Sodius CM adapter delivered in Aug 2014 RELM adapter delivered Dec 2014 Dassault ENOVIA OEM contract in place with partner Persistent Similar use cases under consideration Siemens PLM Siemens PLM and IBM working together on a

native integration based on OSLC Siemens plans to support CM use case

between Teamcenter and RTC

Aras PLM MOU signed for partnership to jointly define

and develop a reference architecture for integration of IBM Continuous Engineering with Aras Innovator

SAP PLM Exploring DOORS – SAP PLM integration Oracle Agile PLM

Exploring integration through partners

Scope of this presentation

Goal: Link primary artifact types across an extended and integrated PLM system

• Various solutions exist that determine which tool(s) are used to create and maintain data records for each of these artifact types

• Other disciplines may be of interest as well: • e.g., Modeling, Quality Management

OSLC specifications relevant to core ALM/PLM integrations

OSLC CM 2.0

Change Management

OSLC RM 2.0

Requirements Management

OSLC PD 1.0

Product Structure

FINALIZED FINALIZED DRAFT

DRAFT

NOTE: Other OSLC specs exist for Modeling/Architecture Management (AM), Quality Management (QM), etc.

Solution architecture framework

• This framework can be instantiated with specific tools and integration adapters to provide a variety of solutions and associated workflows

Integration adapter strategy Build an adapter to a non-native OSLC tool to transform data, convert API calls, and provide a Web UI, so we can connect the non-native OSLC tool to OSLC enabled tools

OSLC CM & TRS

Adapter

OSLC CM Tool Specific

API

Data Transformation (internal storage to RDF)

Conversion of API Calls

Preview UI Show a user in-context information when the user's mouse hovers over the link.

Selection UI Allow a user to pick a resource that is managed by an OSLC Service

search ChgReq*

Results 116 168

ChgReq-3 ChgReq-4

000168-ChgReq-4 creator=John description= …..

204 ChgReq-5

ChgReq-1

PLM System (Non-OSLC Tool)

RTC OSLC

RELM

OSLC TRS

LQE

Data Publication (via TRS spec for indexing)

Tracked Resource Set + Change Log

Linked data Association of CM resources

• I want to create new, and link to existing, change requests across tools

• I want to issue queries against CM artifacts that reside across tools

ALM PLM

CM CM

ALM PLM

CM CM

Cross-tool queries

Supported today with Rational Lifecycle Integration Adapters for Windchill v1.0.1

Windchill PDMLink

Integration with PTC Windchill PDMLink

RTC

New work item

Existing work item New change request

Existing change request Edit work item

Using Windchill PDMLink: 1a) Link a Windchill change request to a new RTC work item 1b) Link a Windchill change request to an existing RTC work item

Using RTC: 2a) Link an RTC work item to a new Windchill change request 2b) Link an RTC work item to an existing Windchill change request

Using RELM: 3) Query change requests in the RTC and Windchill repositories (future)

Using RELM

Edit change request Link to new 1a

Link to existing 1b

Query 3

Link to new 2a

Link to existing 2b

Legend Link supporting navigation between applications

Smart Golf Pull Cart A 21st century way to carry your golf clubs

Next generation pull cart supports electronic and hardware components to support ‘smart’ features:

• GPS used to record path on course • Distance from next hole

used to recommend club & strategy

• Position and time information recorded for later analysis

• Solar panels charge onboard battery • Sensors record selection of club • Replay of game can be downloaded

onto a smart phone • Smart phone app tracks performance

over time and analyzes trends

Replaced paper card holder with electronic components

This example is based on the Windchill PDMLink Golf Cart example

Change Request types used by Smart Golf Pull Cart

• These change requests and associated record types have been defined only as examples for demonstrating the smart golf pull cart example.

• The adapter is capable creating and managing any type of Windchill PDMLink Change Request to any type of RTC work item.

Change Request Type Tool / Record type used

Problem Report (PR) Windchill Change Request

Product Change Request (PCR) Windchill Change Request

Hardware Change Request (HCR) Windchill Change Request

Software Change Request (SCR) RTC defect

NOTE:

Personas Frank Field Engineer

Patricia Product Manager

Susan Systems Engineer

Dan Embedded Software Developer

Tony Test Engineer

Eddy Electrical Engineer

Mark Mechanical Engineer

Illustrated in today’s demonstration

Change Management: Example Scenario Change to Product Software arising from a field problem report

Problem Report

raised: False readings

Windchill PCR raised: False club removal

reading

Windchill PCR analyzed

Problem report analyzed

Frank Field

Engineer

Patricia Product Manager

RTC SCR analyzed

Assigns to Dan

Susan Systems Engineer

Fixes issue

Resolves RTC SCR

Verifies RTC SCR

Notification: RTC SCR

closed

Closes Windchill PCR

Closes problem report

Dan Software Engineer

Tony Test

Engineer

Fix rolled out to service centers

Tests Passed

Dis

cipl

ines

Closes RTC SCR

Development

Governance Operations

Problem report analyzed

Windchill PCR analyzed:

Software issue

RTC SCR analyzed

RTC SCR analyzed

RTC Windchill Legend Example application of use cases in different process steps for illustration purposes

Eddy Electrical Engineer

Mark Mechanical Engineer

RTC SCR raised and linked to

Windchill PCR: Increase time

interval

Notification: Windchill PCR

closed

PTC Windchill OSLC CM Provider/Consumer Adapter in action

https://www.youtube.com/watch?v=A0hUQmcNjo4

ALM PLM

RM CM

• I want to link an ALM requirement and a PLM change request

• I want to link an ALM product definition and a PLM

part/material in a BoM

• I want to link an ALM change request and a PLM part/material in a BoM

• I want to link an ALM requirement and a PLM part/material in a BoM

ALM PLM

PD PD

ALM PLM

CM PD

ALM PLM

RM PD

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Continuous Engineering

Integrated Electronic, Mechanical, and Software Engineering

Summary & next steps

• PLM integration is an integral part of Rational’s Continuous Engineering initiative for Unlocking Engineering Knowledge

• Rational intends to incrementally deliver PLM integration capabilities across CM, RM, and Product Structure for several PLM systems

• We invite customers to validate and help drive the evolution of the requirements and use cases for PLM interaction via our Design Partner Program

• Contact Kalena Kelly Blue, Rational Client Program Manager, kackel18@us.ibm.com, for consideration

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