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Holistic PLM for the development of mechatronic systems Proof of concept: Synchronized Mechatronics Engineering enabled by SOA

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© 2009 IBM Corporation

Holistic PLM for the development of mechatronic systems

Proof of concept:

Synchronized Mechatronics Engineering enabled by SOA

Dr. Gerd Oelerich IBM SWG, PLM Solutions Bernd Sartor IBM SWG ,PLM Solutions Hubert Aunkofer IBM SWG, Rational

Ines Merk IBM SWG, WebShpere

Michael Buchholz PROSTEP

(2)

IBM Software Group | Lotus software

Challenges in development of mechatronics systems

and how to deal with



Challenges

Handle complexity

Ensure ability to innovate

Increase quality

Improve efficiency of development

processes

Synchronize different lifecycles

Integrate different disciplines,

cultures and organizations

Product

B1 B2 B3 F1 F2 Aggregates F u n c ti o n s Module HW | SW | EE

(3)

IBM Software Group | Lotus software

Systems Engineering for development of mechatronic

systems compliant to requirements



Benefits through Systems Engineering:

– From vertical towers to one system level

– Synchronize communication, processes, methods and tools

– Integration and reuse of deliverables



Systems Engineering principles:

– Respects relations

and dependencies between elements

– Integrates work products of different development domains

to the synthesis of the whole system

– Verification and validation of the system to ensure that all requirements are met

Requirements Functions System Architecture Software Software Electronics Electronics Mechanics Mechanics

Test & Validation Integration Product/System

(4)

IBM Software Group | Lotus software

Iterative

Process V Process V Process

MCAD E/E HW Assets SW Development Assets EE Assets SW Mgmt ???

The Solution Approach: Synchronized Change Process



Consistent rules and

processes applied by all

stakeholders



Overall status and process

information available



Collaboration and sharing of

results



Traceability of artifacts and

business objects



Reuse of artifacts



Continuous validation against

requirements on all system

levels

Change Request ECO SW ECO EE ECO HW ECO ECR Approval Process

(5)

IBM Software Group | Lotus software

The concept to integrative change within different development domains



The concept for developing on a domain-comprehensive basis intends that the change request

on the system level is being broken down into requests for the particular domains



After the execution: the new baselines of the single domains are being aggregated to a new

overall baseline and the change request is being closed

Stakeholder Change Request Master Order System Baseline 1 System Baseline 2 HWOrder E/EOrder SWOrder Baseline 1 HWRequirements Baseline 1 E/ERequirements Baseline 1 SWRequirements Baseline 2 HWRequirements Baseline 2 E/ERequirements Baseline 2 SWRequirements Requirement-Baseline 2 Requirement-Baseline 1 SW Baseline 1 E/E Baseline 1 HW Baseline 1 SW Baseline 2 E/E Baseline 2 HW Baseline 2

(6)

IBM Software Group | Lotus software

Advantages of the integration concept

 The state conditions within the domains facilitate synchronizing

the different development disciplines – ongoing visibility for easy monitoring

– control on Gates or Milestones of the development process

 Easy navigation into the processes and their work products at domain level end-to-end traceability

 Within the domains the, development follows specific procedure models and is being executed with

specific tools and data managers

– The EC-interface delivers specific requirements and receives the work result that is relevant for the synthesis of the complete system; sub-components and processes can be managed “freely” within the domains

– Developers use solely or predominately their standard tools

Master Order HWOrder E/EOrder SWOrder Relational Design, CAD and VPLM Design/Layout - Loops

Rational Unified Process, Activity Mgr and CM Tool

(7)

IBM Software Group | Lotus software

Synchronizing Engineering Changes in Mechatronics

Integration Architecture Overview

Team Data SmarTeam Mechanical Authoring ERP Team Data MatrixOne ClearCase ClearQuest Master Order HW Change Order

E/E Change Order SW Change Order WAS/WID/WPS ECR Process ECO Management Build Forge E-CAD

System Level Integration Level

Application Level

BOM Software Authoring Electrical Authoring Mechanical Authoring

Federated BOM SW BOM E/E BOM Mech. BOM

(8)

IBM Software Group | Lotus software

System Level - ENOVIA Reference architecture

Bidirectional PROSTEP

Adaplet (Web Services)

ENOVIA PROSTEP Adaplet for OpenPDM

(9)

IBM Software Group | Lotus software

Using modular Web Services for the

integration of the SW domain



Modular Web Services have been developed which are

hosted by MatrixOne and ClearQuest resp. and are used in

different phases of the scenario

check out and download files related to File service, check out

Upload and check in files, connect to object

File service, Check in

Receives a new identification number from the MOne numbering generator Receive number

Connects objects through spec. relationship

Connect objects

Updates attributes of an existing object Update Object

Creates an object in MOne Create Object

MatrixOne

Update meta data of a record Update record

Set the state of a record Set record state

Link to records Link records

Provide state of a record Provide record state

Create record of given type Submit record

ClearQuest

Description

Method Name

(10)

IBM Software Group | Lotus software

Integrating the mechanics domain



We operate a Team Data Manager – which is

ENOVIA SmarTeam – for organizing the engineering procedures in

the mechanical domain.



The information flow towards SmarTeam goes through the IBM

WebSphere Process Server and the ProSTEP OpenPDM gateway.

(11)

IBM Software Group | Lotus software

Scenario Overview

Analyse Requirements Set up ECO structure Promote Master ECO

Perform transfer of ECO and affected part

OpenPDM

Navigate to affected CAD models, perform

change,

Promote ECO, update ECO in ENOVIA

provide new BOM

Set up SW project, assign team, Rational ClearQuest Perform change Build SW Rational ClearCase Build Forge Promote ECO, update ECO in ENOVIA,

provide new SW part

Rational ClearQuest

Check out schematics, Perform change, generate el. BOM

ECAD

Import el. BOM

Aggregate system BOM, transfer BOM to SAP,

complete ECOs

Incorporate material masters and BOM SW ECO

EE ECO

Mech. ECO, Part

(12)

IBM Software Group | Lotus software

State display on system level

ECO state on domain level

ECO state on domain level

(13)

IBM Software Group | Lotus software

ECO in the mechanical domain system

A new ECO is created in the domain data manager and

related information is attached.

A new ECO is created in the domain data manager and

related information is attached.

A team leader can use the hyperlink to switch to the

system context. .

A team leader can use the hyperlink to switch to the

system context. .

(14)

IBM Software Group | Lotus software

ECO in the SW domain system

Again, a local ECO is initiated from the system level and related information is

forwarded to the SW configuration management tool.

Again, a local ECO is initiated from the system level and related information is

forwarded to the SW configuration management tool.

Requirements that were assigned to the SW Change Order are forwarded to the domain system for validating the

deliverables.

Requirements that were assigned to the SW Change Order are forwarded to the domain system for validating the

(15)

IBM Software Group | Lotus software

The federated BOM

Root node Root node Electrical parts Electrical parts Mechanical parts Mechanical parts SW part SW part

(16)

IBM Software Group | Lotus software

Values of a holistic Product Lifecycle Management in the

mechatronics engineering



Reduce development costs through process automation, flexibility and

inter-domain collaboration



Accelerate development cycles through synchronization, faster feedback

and increased reuse of existing solutions



Increase product quality through

standardized development processes that ensure consistent results

improved reuse of approved assets

check and test results on all levels against initial requirements



Manage complexity through traceability and a single federated system

BOM



Protect and capitalize investments through leveraging of existing domain

specific knowledge and methodologies

(17)

© 2009 IBM Corporation

Thank You !

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