Engineering Document Release Management

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Frederica Goodman
8 years ago
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1 Engineering Document Release Management

2 Design Release Archive ImageSite is a comprehensive yet easy-to-use Engineering Document Management system that automates the engineering data lifecycle across your entire enterprise. ImageSite offers full Design, Release and Archive functionality starting with the most popular 2D and 3D CAD formats: Autodesk Inventor Dassault Systems SolidWorks Autodesk AutoCAD Bentley Systems MicroStation. Design Release Integration For organizations with other CAD systems, including: Dassault Catia Siemens Solid Edge/NX PTC ProE/Creo. ImageSite is an outstanding Release Document Management extension for design oriented PDMs: Autodesk Vault Siemens TeamCenter PTC Windchill Dassault Enovia

ImageSite offers full Design, Release and Archive functionality starting with the most popular 2D and 3D CAD formats: Autodesk Inventor Dassault Systems SolidWorks

3 Engineering Design Data Management Software Manage complex engineering data requirements for 3D CAD designers. Sophisticated PDM solutions, such as TeamCenter, are designed to manage complex 3D part and assembly files from CAD systems such as Catia. They are oriented towards smaller numbers of highly technical engineering/design users working with smaller numbers of CAD files, such as Catia, Siemens NX, or PTC Creo. These PDMs tend to be expensive, complex to implement, and difficult to use for non-design users. They are not optimized for large numbers (millions) of released engineering files whose security based access is required by a large number of nonengineering users. They are not designed for both internal and external collaboration with vendors, suppliers and partner organization staff.

They are oriented towards smaller numbers of highly technical engineering/design users working with smaller numbers of CAD files, such as Catia, Siemens NX, or PTC Creo.

4 ImageSite for Released Document Management To store, manage, and distribute "Released" (Approved) documents for use by the broader organization. ImageSite is an outstanding Released Document Management System. equorum release integrator services provide a highly integrated solution to manage the entire Design, Release and Archive process, including: Automated Design to Release execution based on lifecycle state changes within the parent PDM. Automatic publishing of 3D CAD source files into standard deliverables such as PDF, DWF, Tiff, CALS, and more. ImageSite also provides extensive and highly integrated document transmittal generation, distribution, collaboration, lifecycle and workflow functionality for these released files.

equorum release integrator services provide a highly integrated solution to manage the entire Design, Release and Archive process, including: Automated Design to Release execution

Long Term Archival: An engineering data archive solution Documentation from previous projects represents a tremendous investment in your business and provides a huge advantage in efficiently

5 Long Term Archival: An engineering data archive solution Documentation from previous projects represents a tremendous investment in your business and provides a huge advantage in efficiently completing new projects. If users, however, can't find relevant prior work they are forced to re-design projects from scratch. Store previous designs, calculations, contract documents, drawings, and other corporate records with search criteria allowing it to be found easily and reused years later Establish a long term document retention management strategy Meet industry and compliance requirements

If users, however, can't find relevant prior work they are forced to re-design projects from scratch.

A Conceptual Design for an Automated Document Release Process Team Center Engineering Design Database Users Designers Engineering Tasks Engineering/Design Engineering Changes 3D CAD Data Catia Other

6 A Conceptual Design for an Automated Document Release Process Team Center Engineering Design Database Users Designers Engineering Tasks Engineering/Design Engineering Changes 3D CAD Data Catia Other Automated Release Process User Action (in CAD program) 1) Document lifecycle status changes from Work in Progress to Released ImageSite Automation 1) ImageSite recognizes the lifecycle change 2) Extracts metadata for affected file(s) 3) Publishes released version - To PDF (or other formats) 4) Uploads Released files to ImageSite - PDF or Other - Metadata (search data) ImageSite Release Document Database Users Manufacturing/Fabrication Administration External Vendors Tasks View/Print/Collaborate Data Released Digital Drawings New Scanned Files Office, s, Other

change 2) Extracts metadata for affected file(s) 3) Publishes released version - To PDF (or other formats) 4) Uploads Released files to ImageSite - PDF or Other - Metadata (search data)

KEY BENEFITS OF A RELEASED DOCUMENT MANAGEMENT SYSTEM Maintain large number of Released Documents in a very easy- to-use system oriented for the entire organizations (not just technical

7 KEY BENEFITS OF A RELEASED DOCUMENT MANAGEMENT SYSTEM Maintain large number of Released Documents in a very easy- to-use system oriented for the entire organizations (not just technical engineers/designers) To navigate to content To search for content To print what you find To collaborate with others with your documents To ensure security and access as appropriate to the documents. High performance Keep it simple Keep it fast. Integration Automation from CAD/CAD PDM to ImageSite Increases operational efficiency Eliminates manual steps that lead to errors.

collaborate with others with your documents To ensure security and access as appropriate to the documents.

8 KEY FEATURES OF IMAGESITE RELEASED DOCUMENT MANAGEMENT SYSTEM Exploring Ability to set any folder structure Windows type exploring Web browser exploring. Searching Easy search for documents/folders using metadata Conditional metadata displays for appropriate values Propagate metadata to documents based on drag and drop. Outbasket Integrated batch printing Electronic transmittals/ s of selected files Saved document sets and searches.

Searching Easy search for documents/folders using metadata Conditional metadata displays for appropriate

9 KEY FEATURES OF IMAGESITE RELEASED DOCUMENT MANAGEMENT SYSTEM Collaboration Production oriented markups Electronic sticky notes for annotations/messages. Workflow Flow chart based, schedule driven workflows Highly flexible, easy to change Review and approval processes easy to manage. Lifecycle Automates a large number of actions on documents based on lifecycle states Integrates with Workflow actions Enables retention management and archival.

Workflow Flow chart based, schedule driven workflows Highly flexible, easy to change Review and approval

10 KEY FEATURES OF IMAGESITE RELEASED DOCUMENT MANAGEMENT SYSTEM Distribution Enables secure distribution without losing control of documents. Document Security Ensures documents can only be accessed/modified by authorized users. Automatic Version Control Ensures most current document versions are always being used. Audit Trails Maintain history of documents and track all important changes and by whom.

Document Security Ensures documents can only be accessed/modified by authorized users.

How to Select a Document Management System:

How to Select a Document Management System: Criteria and Checklist There are numerous document management systems on the market, and every company has different needs and objectives, so understanding the