I-DEAS Team Data Management Basics

1. I-DEAS Team Data Management Basics

2. EVERY user of I-DEAS uses the I-DEAS Data Management (IDM) • There are approx. 150,000 users of I-DEAS, in approx. 15,000 customers around the world. Therefore ……. IDM is the most widely used data management system in the world !

3. What is it we Manage ? • Parts • Assemblies • Drawings • NC Jobs • FE Models

4. Team Shared Workspace (Libraries) Private and Team Workspace Project DB (Meta data) Private Workspace (Model File)

5. Get Putaway How do we store I-DEAS data ? - Private Model File Workbench Main Bin

6. Library Block Check-in Block Block_1234.prt How do we store I-DEAS data ? - Sharing Model File Workbench Main Bin

7. Project items Library Item name Type Parent File name Product Layout model file Project product.mf1 Blocks Layout part Layout Layout Library library Project Block library part Layout Library Block_1234.prt Block Block_1234.prt Model File Workbench Main Bin How do we store I-DEAS data ? - Projects Project DB (Meta data)

8. Installation projects Project items Project items Installation DB Project name Filename Product One z_Product_One.pmd Product Two z_Product_Two.pmd Standard Parts z_Standard_Parts.pmd Item name Type Product Layout model file Blocks Layout part Layout Library library Block library part Item name Type Product Details model file Blocks Detail part Details Library library Block Complete library part Project DB (Meta data) Project DB (Meta data) How do we store I-DEAS data ? - Installation

9. Installation DB Library Project DB (Meta data) Block Block_1234.prt Model File Workbench Main Bin How do we store I-DEAS data ? - Hierarchy I-DEAS Data Installation Projects Libraries Model files

10. What are the Benefits of using Libraries ? • Sharing of data using libraries enables Concurrent Engineering and Team Work procedures to be used. • The ability to manage versions of the product data. Assemblies understanding what version of the parts are used, specific or latest. Libraries, and why do we need to use them ? • Publish and store permanent of parts, assemblies and drawings. • Let other users reference the parts, assemblies and drawings. • Manage versions of the parts, assemblies and drawings. • Optional associativity can be maintained between different applications

11. Part created & named Block Drafting user Drafting user Block Version 1, Ref latest Block Version 1, Ref latest Check-in Check-in Block Version 1 Simulation User Simulation User Block Version 1, Ref Latest Block Version 2, Ref Latest Block Version 1, Checked-out Manufacturing User Manufacturing User Block Version 2 Block Version 1, Ref Latest Block Version 2, Ref Latest Block Version 1, Checked-out Block Library

12. Blocks; v1 Blocks; v2 Assy1; v1 Blocks; v1 Cyl1; v2 Cyl2; v1 Assy1; v1 Blocks; v2 Cyl1; v2 Cyl2; v1 Assy1; v2 Blocks; v2 Cyl1; v2 Cyl2; v1 Library Update from Library vs. Update in Library Blocks; v1 Blocks; v2 Library Model File Workbench Assy1; v1 Blocks; v1 Cyl1; v2 Cyl2; v1 Main Bin

13. Library Assy1; v2 Blocks; v2 Cyl1; v2 Cyl2; v1 Bracket1; v1 Bracket2; v2 Assy1 Checked-out, & Pruned Bracket1 un-pruned Model File Assy1; v2 Blocks; v2 -- -- -- Bracket2; v2 Assy1; v2 Blocks; v2 -- -- Bracket1; v1 Bracket2; v2 Workbench Main Bin To Prune or Un-Prune ? That is the question. Library Assy1; v2 Blocks; v2 Cyl1; v2 Cyl2; v1 Bracket1; v1 Bracket2; v2 Model File Workbench Main Bin

14. Package File Package File Library Assy1; v2; Ref Blocks; v2; Ref Cyl1; v2; Mod Cyl2; v1; Mod Bracket1; v1; Ref Bracket2; v2; Ref How do I share data outside my Installation ? Installation DB Installation DB Project DB (Meta data) Project DB (Meta data) Library Assy1; v2 Blocks; v2 Cyl1; v2 Cyl2; v1 Bracket1; v1 Bracket2; v2

15. HDS HDS HDS HDS Mixing Unix and NT ? - Use Package Files I-DEAS Master Series Unix I-DEAS Master Series NT I-DEAS Master Series Unix I-DEAS Artisan Series NT

16. Catalog Block1 40x40x50 Block2 50x50x50 Block3 50x50x60 Block4 60x60x60 Block Block What are the difference between Libraries and Catalogs ? Project DB (Meta data) Model File Workbench Block2 50x50x50 Main Bin

17. Roles State DRAFTER MANAGER WORLD DESIGNER RWCDA RWCDA RWCD R WORK IN PROGRESS RWCDA RWA R R PRELIMINARY RWCDA RA RWA R ENG APPROVED RWCDA DFTG APPROVED R RA R RELEASED RWCDA R R R ECO APPROVED RWCDA RWCDA RWCDA R How can I organize and control the data ? • Project Configuration designed to suit the project life cycle. • Users are assigned Roles. Life Cycle States are defined. • Access rights are assigned. This defines, • Who has access to what and when in the project’s life.

18. Scope of I-DEAS Data Manager • It is not :- • Does not require min $20K startup, plus per user license fees. • General purpose Enterprise PDM system. • Designed to manage non-I-DEAS data. • Does not require extensive installation. • Does not require extensive and multi-phase customization to do basic functionality. • Something that can be optionally used by the user. • A “write over” system, where change is not tracked or managed. • Does not require the user to “save-as” to maintain versions or revisions. • Does not require a full time, expert person to maintain the system.

19. Scope of I-DEAS Data Manager • It is :- • Available to all users free of charge. • Used by approx. 150,000 I-DEAS Master Series users across 15,000 customers. Most widely used data management system in the world. • Developed for small to medium sized companies (2-50 users) • Is embedded in I-DEAS. The users can not turn it off. • Automatically manages item Versions. • Automatically installed during software installation. • Requires no customization. Works “out of the box”. • Can be customized to suit customers requirements.

20. Summary • The most widely used CAD/CAM/CAE data manager in the world. • Manages I-DEAS design, simulation and manufacturing data. • Aimed at the small to medium installation (2-50 users). • Works “out of the box”. • Does not require dedicated training and support.