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Improving Usability and Data Quality with Stylesheets. David McLaughlin Siemens PLM. Enterprise Knowledge Foundation. Enterprise Knowledge Foundation Improving Usability and Data Quality with Stylesheets . Agenda Stylesheet Capabilities Usability Finding Information

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improving usability and data quality with stylesheets

Improving Usability and Data Quality with Stylesheets

David McLaughlin

Siemens PLM

http://plmworld.org/

enterprise knowledge foundation improving usability and data quality with stylesheets
Enterprise Knowledge FoundationImproving Usability and Data Quality with Stylesheets 
  • Agenda
    • Stylesheet Capabilities
      • Usability
        • Finding Information
        • Displaying related objects
      • Quality
        • Creating New Data
        • Context-specific actions
    • Customer Examples and Benefits
    • Do’s and Don’ts
    • Technical Details
the problem
The Problem…
  • Historically:
    • You must learn the data model
    • Everything is there, just go get it
  • Items, Revisions, Datasets, Pseudo-folders, relationships, referencers, details panels, summary panels…
teamcenter 8 1 introduced the new summary page
Teamcenter 8.1 Introduced the New Summary Page
  • More Information
  • Easier Accessto related information
  • Flexible Layout
  • Actions
    • Open, Revise
    • Add, Remove
    • Start Workflow
the new table renderer
The New Table Renderer

Change the view with these Icons

the objectset renderer
The objectSet Renderer
  • Example of objectSet configuration and output – its configurable!

<objectSet source = "revision_list.ItemRevision" defaultdisplay = "tableDisplay" sortdirection = "descending" sortby = "item_revision_id">

<tableDisplay>

<property name = "object_string"/>

<property name = “item_revision_id”/>

< … />

</tableDisplay>

Relationship

Object Type

Properties to Display

the aha moment
The Aha! Moment…
  • Use the Renderer to get stuff for us!
  • Move to:
    • What data model?
    • I’ll go get it for you.
  • Click the Tab and I’ll show you the answer.
  • One view: Summary
new layout for a commercial part
New Layout for a Commercial Part

Tabs for related objects and information

Classification information visible in My Teamcenter

attachments files and documents
Attachments – Files and Documents

Tabs for related objects and information

Attached Datasets can be added and removed from the summary page

Related Document Items with access to content

revision history
Revision History

All part revisions with dates and status

Change ID shows up when the part is in a Engr Change

where used
Where Used

Easily see all parent assemblies and properties – same as Impact Analysis

Sort on column settings by clicking on them

Objects can be selected, Sent To other apps, and even dragged and dropped on folders.

changes related to the part
Changes related to the Part

Not all related objects can be seen OOTB.

“Changes” required a runtime property customization to make them visible.

Changes this part has been associated with, and its role in those changes

engineering change
Engineering Change

Change Information, reason, priority

Quick view of parts and participants involved

engineering change affected items
Engineering ChangeAffected Items

All parts in the EC, with Target Status

tc9 enhancements
TC9 Enhancements
  • Auto-recognize URL’s in Labels and Text properties
  • Labels – insert instructions or notes
  • Font control for Labels and Property Names (not content)
  • Conditional Tabs (pages)“visibleWhenps_parents!=null”

Where Used tab only shows if there is a parent assembly

improving usability reducing clicks by putting actions in context
Improving Usability Reducing clicks by putting Actions in Context
  • Eliminate Menu Clicks by adding actions directly to the stylesheet.
  • Assign Participants is an OOTB command. Normally it is under Tools, Assign Participants.
  • Now it’s one-click and users can find it without help.
  • Update Preferred Status for vendor parts is under Tools, Vendor Management, Update Preferred Status.
  • Now it’s one click right where you are looking at the Vendor Parts
improve data quality create new objects in context
Improve Data QualityCreate New Objects in Context
  • The new ObjectSet renderer and related Commands can create objects and relate them correctly
    • The Add New action will create the defined object and attach it with the relationship defined by this table
    • Since the table is defined as DocumentRevision, it will pastethe new Revision onto the partinstead of the Item
    • Less chance for mistakes or invalid data relationships
improve data quality add a document to a part
Improve Data QualityAdd a Document to a Part
  • Standard Method
    • Select the Item Rev
    • File, New, Item
    • Change wizard to Document
    • Complete Wizard
    • Paste Error:
    • NewStuff, Open Doc Rev, Copy
    • Back to Item Rev, Paste
  • 16 steps – many potential errors
  • Stylesheet Add New
    • Select the Item Rev
    • Select the Documents Tab
    • Add New
    • Complete the Wizard
      • Stylesheet pastes the DocRevas Specification
    • Completes correctly
  • 4 steps – no errors
improve data quality use stylesheets to guide and instruct users
Improve Data QualityUse Stylesheets to Guide and Instruct Users
  • Provide actions only at the appropriate places
    • There is an Add New button for Vendor Part because I can do that here and attach it to this Commercial Part Rev
    • There is NO Add New, or Paste or Cut buttons under Vendors, because you do not add Vendors, you add VendorParts
    • Labels help explain what to do
preventing errors where do i put the company location
Preventing Errors – Where do I put the Company Location?
  • Teamcenter provides many ways to create data…
  • New users need to learn Data Types, Actions, Folders, and Relationships

VendorRev - Reference

VendorRev - Locations

Vendor –

Locations

Vendor –

Reference

preventing errors where do i put the company location1
Preventing Errors – Where do I put the Company Location?
  • Teamcenter provides many ways to create data…
  • New users need to learn Data Types, Actions, Folders, and Relationships

Wrong

Wrong

Right

Wrong

simplify the ui make actions and information obvious
Simplify the UI – Make actions and information obvious
  • Wizards put things in the right place
  • Little or no training – everyone knows what “Add New” in the Locations section means
  • Less folders and objects on the screen – less confusion and errors
  • Some objects might not even need Revisions
slide26
Tips
  • Performance
    • Stylesheets can take a little longer to display than Viewer/Properties
    • Test in your environment
    • Object Set renderers to take a hit on refresh. Minimize them on the main Summary/Overview tab – move them to secondary tabs
  • Add New button
    • Correctly controls type and relationship of ItemRevision class objects, but does not (yet) control relationship for Dataset class objects
    • Use preference <objecttype>_<datasettype>_default_relationto control datasets
  • Views
    • Tree view only works well when the first column is object_name
  • Actions
    • Not all actions work from a stylesheet – you’ll have to experiment a bit
how it works tables with objectset renderer
How it works – Tables with objectSet Renderer
  • The new objectSet renderer allows you to display related objects and their properties, while you are focused on the current object.
  • It selects related objects with a simple <relationship.objecttype> format so you can control what is in the box
  • You can define the attributes (columns), whether to display in Table or List view, default sort column and direction.
a typical tab documents
A typical tab – Documents
  • <section text = "Documents">
  • <objectSet source = "IMAN_specification.DocumentRevision"
  • defaultdisplay = "treeDisplay"
  • sortby = "object_string"
  • sortdirection = "ascending">
  • <tableDisplay>
  • <property name = "object_string"/>
  • <property name = "object_type"/>
  • <property name = "release_status_list"/>
  • <property name = "last_mod_date"/>
  • <property name = "last_mod_user"/>
  • <property name = "checked_out_user"/>
  • </tableDisplay>
  • <thumbnailDisplay/>
  • <treeDisplay>
  • <property name = "object_string"/>
  • <property name = "object_type"/>
  • <property name = "release_status_list"/>
  • <property name = "last_mod_date"/>
  • <property name = "last_mod_user"/>
  • <property name = "checked_out_user"/>
  • </treeDisplay>
  • <listDisplay/>
  • <command commandId = "com.teamcenter.rac.common.AddNew" renderingHint = "commandbutton"/>
  • <command commandId = "com.teamcenter.rac.viewer.pastewithContext" renderingHint = "commandbutton"/>
  • <command commandId = "org.eclipse.ui.edit.cut" renderingHint = "commandbutton">
  • <parameter name = "localSelection" value = "true"/>
  • </command>
  • </objectSet>
  • </section>

The objectSet line defines what

relationship and what object types

should be displayed. It will include subtypes of the type defined.

The Properties control which columns are displayed for those objects. You can have different columns for Table vs. Tree view (thought I don’t know why you would).

The treeDisplay only works with object_stringas the first column. You do not have to include all 3 views (tree, table, list). Just use what you want.

Because the commandid is inside the objectSet, it will try and create the object type and relationship defined for the objectset.

objectset notes
ObjectSet notes
  • The ObjectSet renderer can have multiple selections per table:
    • IMAN_specification.dataset, IMAN_reference.dataset…
  • You can mix relations and object types – see the OOTB ItemRevSummary stylesheet, Attachments page, for some examples.
    • IMAN_specification.ItemRevision, IMAN_specification.dataset…
  • This will display all objects in a single table
  • Object selections inherit and include subtypes.
    • ItemRevision gets all revision subtypes…
    • DocumentRevision gets all document revision subtypes…
  • Creating new objects with Add New *should* use the first relation/object definition – verify before use
how it works commands
How it works - Commands
  • OOTB actions for the objectSet renderer create the object defined by the set and (attempt to) paste it with the defined relationship:
    • <objectSet source = "IMAN_specification.DocumentRevision“
      • <command commandId = "com.teamcenter.rac.common.AddNew"/>
    • <objectSet />
  • The commandId needs to be inside the objectSet section to know which object type to create.
other commands
Other Commands
  • Other commands that act on the selected object in the nav tree (part, change, etc…) don’t need to be inside the objectSet.
  • Assign Participants:
      • <command commandId="com.teamcenter.rac.assignparticipants“
  • Set preferred vendor part:
      • <command commandId = "com.teamcenter.rac.updatePreferredStatus"/>

Not all commands will work, it will take some experimentation… but what if they did?

how to find plugins for commandid
How to find plugins for CommandId
  • Search for the right jar file in ../portal/plugins.  Sometimes you can search for unique text from a Teamcenter menu command using Windows Search or other tools that search into the jar files.
  • Open the jar file: com.teamcenter.rac.vendormanagement_8000.3.0.jar
  • Open plugin.properties – at  the top of the jar file archive
  • That maps the Menu name to an Action:
    • updatePreferredStatus.TITLE=Update Preferred Status...
  • Open plugin.xml – at the top next to plugin.properties
  • Search for the Action from above.
  • That points to the plugin:
    • <command id="com.teamcenter.rac.updatePreferredStatus“ name="%updatePreferredStatus.TITLE"/>
  • Stylesheet command is then
    • <command commandId = "com.teamcenter.rac.updatePreferredStatus"/>
related material
Related Material
  • Products & Solutions overview
      • SFB on Stylesheet and UI Simplification
      • Installable set of stylesheets, preferences, and configuration to experiment with and learn from
  • Related Sessions
    • 2121 Stylesheets - Who, What, Where, When & Why?
    • Bill Bielinski, SPLM
    • Weds 3:25 pm
thank you

Thank You!

Siemens PLM Connection 2011

Las Vegas, NV

May 2-5

http://plmworld.org/