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- | ====== 8 Freigabeprozess | + | ====== 8 Release process |
- | ===== 8.1 Grundlagen | + | ===== 8.1 Fundamentals |
- | Im Teamcenter | + | In Teamcenter, processes |
- | Ein gesetzter Status kann nicht zurückgenommen werden. Nach der Freigabe einer Revision muss eine neue Revision erstellt werden, um Änderungen durchführen zu können. Umgekehrt kann eine neue Revision nur erstellt werden, wenn die Vorgänger-Revision einen Status erhalten hat. | + | A set status cannot be reset. After a revision has been released, a new revision must be created in order to make changes. Conversely, a new revision can only be created if the previous revision has a status. |
- | __Folgende Freigabestufen sind vorgesehen:__ | + | __The following release levels are provided: __ |
- | Engineering Release (Konstruktionsfreigabe, | + | Engineering Release (ER): This release is used to define a revision in the PLM system. Optionally, a " |
- | Bei der Freigabe auf „ER“ erfolgt kein SAP-Übertrag. Das Erstellen einer neuen Revision ist ohne eine Änderungsmitteilung | + | When the release is set to "ER", there is no SAP transfer. A new revision can be created without a change notice |
- | Preseries (Vorserie, PS): Diese Freigabe erfordert eine Prüfung nach dem „4-Augen-Prinzip“. Der Prüfer kann vom Initiator des Workflows gewählt werden, muss aber aus dessen Gruppe | + | Preseries (pre-series, PS): This release requires a check according to the "4-eye-principle" |
- | Es wird unterschieden nach „Erstfreigabe“ und „Folgefreigabe“. Bei der Erstfreigabe wird erstmalig eine Revision eines Teils auf den Status „PS“ gebracht; dies muss nicht die Revision | + | A distinction is made between " |
- | ===== 8.2 Engineering Release | + | ===== 8.2 Engineering Release (release after "Er") ===== |
- | Bei der Freigabe werden bestimmte Bedingungen geprüft, ohne die der Workflow nicht startet. Bedingungen für eine Konstruktionsfreigabe sind: | + | During release, certain conditions are checked without which the workflow does not start. These are conditions for a design release: |
- | * Es handelt sich um ein Objekt vom Typ „FFG EngItemRevision“ | + | * This is an object of type "FFG EngItemRevision". |
- | * Alle Pflichtattribute sind ausgefüllt | + | * All mandatory attributes are filled in |
- | * Die Benennung wurde aus dem Benennungskatalog gewählt | + | * The naming was selected from the naming catalog |
- | * Bei einer Baugruppe müssen alle Komponenten der ersten Stufe denselben oder einem höheren Freigabestatus besitzen oder die Komponenten müssen im selben Freigabeworkflow enthalten sein. | + | * For an assembly, all components of the first stage must have the same or a higher release status, or the components must be contained in the same release workflow. |
- | * Alle Revisionen haben keinen Status | + | * All revisions have no status |
- | Um eine Konstruktionsfreigabe zu machen gehen Sie wie folgt vor. | + | To make a design release, proceed as follows. |
- | Wählen Sie eine oder mehrere Revisionen aus, die freigegeben werden sollen. Dabei kann es sich um Einzelteile oder | + | Select one or more revisions to be released. These can be individual parts or assemblies. |
- | Wählen Sie File → New → Workflow Process… oder drücken Sie Ctrl+Pbzw. Strg+P auf der Tastatur. | + | Select |
- | {{ : | + | {{ : |
- | Der Workflow „FFG 01 Engineering Release” sollte bereits ausgewählt sein. Falls nicht, wählen Sie diesen Workflow aus der Liste der Vorlagen aus. | + | The workflow "FFG 01 Engineering Release" should already be selected. If not, select this workflow from the list of templates. |
- | Es müssen keine weiteren Eingaben gemacht werden. Es ist aber möglich, weitere Revisionen als sog. „Targets“ | + | No further entries need to be made. However, it is possible to include or remove further revisions as so-called " |
- | {{ : | + | {{ : |
- | Im Teamcenter Navigator | + | In Teamcenter Navigator, an icon {{: |
- | Drücken Sie OK. Wenn alle Bedingungen erfüllt sind, startet der Workflow und Sie sehen in Ihrer Inbox {{: | + | Press OK. If all conditions are fulfilled, the workflow starts and you can see the started workflow |
- | Klappen Sie zunächst den Eintrag „References“ über auf und doppelklicken Sie auf das Formular „ProcessControlForm“. | + | First open the entry "References" and double-click on the form "ProcessControlForm". |
- | {{ : | + | {{ : |
- | Sie können jetzt die gewünschten Neutralformate auswählen. Voreingestellt sind JT und PDF. Wenn die Voreinstellungen ausreichend sind, dann können Sie diesen Schritt übergehen, ansonsten drücken Sie „Check-Out and Edit“. | + | You can now select the desired neutral formats. The default formats are JT and PDF. If the default settings are sufficient, you can skip this step, otherwise press "Check-Out and Edit". |
- | {{ : | + | {{ : |
- | Wählen Sie die Neutralformate aus und drücken Sie „Save and Check-In“. | + | Select the neutral formats and press "Save and Check-In". |
- | Anschließend drücken Sie den „Perform Task“ Knopf in der oberen Leiste im Teamcenter Navigator. | + | Then press the "Perform Task" button |
- | {{ : | + | {{ : |
- | Es öffnet sich ein Menü in dem Sie wählen können, ob eine Eigenfreigabe (Self Review) oder eine Freigabe durch eine weitere Person (Peer Review) erfolgen soll. | + | A menu opens in which you can select whether a self review or a peer review is to be performed. |
- | Drücken Sie „Self Review“. Es sind keine weiteren Schritte notwendig. Im Eintrag „Tasks to Track“ können Sie den Workflow bzw. die verschiedenen Tasks nachverfolgen, z.B. sieht man die Unterprozesse der Neutralformat-Erzeugung. | + | Press "Self Review". No further steps are necessary. In the entry "Tasks to Track" you can track the workflow or the different tasks, e.g. you can see the subprocesses of the neutral format generation. |
- | {{ : | + | {{ : |
- | Im Teamcenter Navigator | + | In the Teamcenter Navigator, a symbol |
- | {{ : | + | {{ : |
- | Sobald der Workflow abgeschlossen ist, wird der Freigabe-Status | + | As soon as the workflow is completed, the release status |
+ | |||
+ | {{ : | ||
+ | |||
+ | |||
+ | ==== 8.2.1 Release with Reviewer ==== | ||
+ | |||
+ | When releasing according to ER, you also have the option of specifying a " | ||
+ | |||
+ | {{ : | ||
+ | |||
+ | In the following dialog you can now select a " | ||
+ | |||
+ | Press the " | ||
+ | |||
+ | Select a person from the right field of the " | ||
+ | |||
+ | {{ : | ||
+ | |||
+ | The person is added to the Signoff team and is selected as the releasing person. You can now press " | ||
+ | |||
+ | {{ : | ||
+ | |||
+ | The releasing person now receives the task in his/her " | ||
+ | |||
+ | As the person who has released the task, select the task and press the " | ||
+ | |||
+ | {{ : | ||
+ | |||
+ | In the following dialog press " | ||
+ | |||
+ | Press " | ||
+ | |||
+ | {{ : | ||
+ | |||
+ | The decision is displayed in green, you can close the dialog with " | ||
+ | |||
+ | {{ : | ||
+ | |||
+ | The release process now continues in the background, as a result the neutral formats are generated and released together with the revision(s) of the workflow to the status ER. | ||
- | {{ : | ||
- | ===== 8.3 Engineering Release (Freigabe nach „Er“) für Teile mit AutoCAD | + | ===== 8.3 Engineering Release (release after "Er") for parts with AutoCAD |
- | Der Freigabeprozess eines Teils mit einer AutoCAD | + | The approval process of a part with an AutoCAD |
- | Zur Freigabe eines solchen Teils selektieren Sie eine oder mehrere Revisionen und wählen Sie „File → New → Workflow Process…“ oder „Ctrl+P“ bzw. „Strg+P“. | + | To release such a part select one or more revisions and select "File → New → Workflow Process..." or "Ctrl+P" or "Ctrl+P". |
- | Im folgenden Dialog selektiere Sie den Workflow „FFG 01 Engineering Release“, sofern dieser nicht bereits ausgewählt ist. | + | In the following dialog select the workflow "FFG 01 Engineering Release", if it is not already selected. |
- | {{ : | + | {{ : |
- | Drücken Sie „OK“. | + | Press "OK". |
- | {{ : | + | {{ : |
- | Selektieren Sie in Ihrer Inbox den neuen Task und drücken Sie den „Perform Task“ Knopf | + | Select the new task in your inbox and press the "Perform Task" button. |
- | Im folgenden Dialog wählen Sie „Self Review“ und drücken Sie anschließen „OK“. | + | In the following dialog select "Self Review" and press "OK". |
- | {{ : | + | {{ : |
- | Nach einer Weile erhalten die Revision und das AutoCAD-Dataset den Status „ER“ und ers wurde eine TIF-Datei erzeugt, welche ebenfalls den Status | + | After a while the revision and the AutoCAD |
+ | |||
+ | |||
+ | ===== 8.4 Serial release (release after " | ||
+ | |||
+ | When you release a series, that is, release it to status SE, the data is transferred to SAP. The material master, structure (if available) and documents (info records and files) are transferred. | ||
+ | |||
+ | The series release can be started by any designer. This means that a person from the same group (for example, " | ||
+ | |||
+ | After the serial release, a part can no longer be changed except by administrative intervention. | ||
+ | |||
+ | During release, certain conditions are checked, without which the workflow does not start. Condition for a series release are: | ||
+ | |||
+ | * It's an object of the FFG EngItemRevision type. | ||
+ | * All mandatory attributes are filled in | ||
+ | * The naming was selected from the naming catalog (naming ID is set). | ||
+ | * For an assembly, all components of the first stage must have the same or a higher release status, or the components must be contained in the same release workflow. | ||
+ | * All revisions to be released do not already have the status " | ||
+ | |||
+ | To make a series release, proceed as follows: | ||
+ | |||
+ | Select one or more revisions to be released. These can be individual parts or assemblies. | ||
+ | |||
+ | <WRAP tip>< | ||
+ | |||
+ | Select "File -> New -> Workflow Process..." | ||
+ | |||
+ | {{ : | ||
+ | |||
+ | The dialog for creating a new workflow opens. | ||
+ | |||
+ | {{ : | ||
+ | |||
+ | Select the FFG 03 Series workflow and press OK. No further input is required. However, it is possible to include or remove further revisions as so-called " | ||
+ | |||
+ | <WRAP info>< | ||
+ | |||
+ | {{ : | ||
+ | |||
+ | In this case, you can make any necessary changes and restart the workflow. | ||
+ | |||
+ | If all conditions are met, the workflow starts and you can see the started workflow in your inbox in the Teamcenter Navigator under "Tasks to Perform" | ||
+ | |||
+ | First open the " | ||
+ | |||
+ | {{ : | ||
+ | |||
+ | You can now select the desired neutral formats. The default formats are JT and PDF. If the default settings are sufficient, you can skip this step, otherwise press " | ||
+ | |||
+ | {{ : | ||
+ | |||
+ | Select the neutral formats and press "Save and Check-In" | ||
+ | |||
+ | Then press the " | ||
+ | |||
+ | {{ : | ||
+ | |||
+ | A menu opens in which you can select a reviewer/ | ||
+ | |||
+ | Select a person in the right menu window under " | ||
+ | |||
+ | Press " | ||
+ | |||
+ | The following tasks are performed by the person selected to release the revisions. This person receives a release request by e-mail. | ||
+ | |||
+ | {{ : | ||
+ | |||
+ | Select the task in the worklist under "Tasks to Perform" | ||
+ | |||
+ | Press the button " | ||
+ | |||
+ | In the following dialog press "No Decision" | ||
+ | |||
+ | In the following dialog, section " | ||
+ | |||
+ | {{ : | ||
+ | |||
+ | The workflow now continues. After a short while, the " | ||
+ | |||
+ | Under "My Worklist -> Tasks To Track" you can follow the workflow. In this example the neutral formats are created. | ||
+ | |||
+ | {{ : | ||
+ | |||
+ | After the workflow has been completed, the creator of the workflow receives a notification by e-mail and the parts have the status " | ||
+ | |||
+ | The status is displayed in the column "Item Rev Status" in the structure manager. | ||
+ | |||
+ | {{ : | ||
+ | |||
+ | In the Teamcenter Navigator, the status is displayed as an icon on all released objects. | ||
+ | |||
+ | {{ : | ||
+ | |||
+ | |||
+ | ===== 8.5 Changes and release after changes ===== | ||
+ | |||
+ | If a part that already has series release is to be released again after a change, a change notice is required. In general, this is also referred to as a change. | ||
+ | |||
+ | However, a part can be revised without a change and can also be released with the status | ||
+ | |||
+ | To make a change to a released part, first create a new revision. To do this, select an existing revision and then choose "File -> Revise..." | ||
+ | |||
+ | {{ : | ||
+ | |||
+ | The revision dialog opens. | ||
+ | |||
+ | {{ : | ||
+ | |||
+ | Press " | ||
+ | |||
+ | {{ : | ||
+ | |||
+ | The model (UGMASTER) and the drawing (UGPART) are copied during revision. Please note that neutral formats such as PDF or JT are not accepted. These will be recreated if necessary or at the latest at release. | ||
+ | |||
+ | In order to release the new revision to the status " | ||
+ | |||
+ | Select "File -> New -> Change..." | ||
+ | |||
+ | {{ : | ||
+ | |||
+ | The change number is automatically assigned by Teamcenter. The attributes " | ||
+ | |||
+ | {{ : | ||
+ | |||
+ | Enter any values for " | ||
+ | |||
+ | {{ : | ||
+ | |||
+ | If you selected a folder, the Change object is inserted here. Otherwise the Change can be found in the Newstuff folder. | ||
+ | |||
+ | |||
+ | ==== 8.5.1 Adding participants ==== | ||
+ | |||
+ | In order to be able to work on a change, you must be assigned to it as a participant. The person who created the change can assign participants with different roles to it. For the sake of simplicity, we at FFG will only use the role " | ||
+ | |||
+ | Select the revision (!) of the Change object and choose "Tools -> Assign Participants..." | ||
+ | |||
+ | {{ : | ||
+ | |||
+ | The dialog for assigning persons known from the release process opens. | ||
+ | |||
+ | {{ : | ||
+ | |||
+ | Select a person with the role " | ||
+ | |||
+ | {{ : | ||
+ | |||
+ | Then press " | ||
+ | |||
+ | ==== 8.5.2 Solution Items and Problem Items ==== | ||
+ | |||
+ | A change is used to track changes under a common change number. Due to changes, so-called " | ||
+ | |||
+ | To add " | ||
+ | |||
+ | {{ : | ||
+ | |||
+ | Then you can release the " | ||
+ | |||
+ | ==== 8.5.3 Start of the release process ==== | ||
+ | |||
+ | To release, select one or more revisions of the " | ||
+ | |||
+ | {{ : | ||
+ | |||
+ | Now select the workflow "FFG 03 Series with Change" | ||
+ | |||
+ | The rest of the procedure is the same as for series release. | ||
+ | |||
+ | {{ : | ||
+ | |||
+ | Select a person who is to perform a review according to the principle of dual control. The possible persons are predefined, i.e. they must have the role " | ||
+ | |||
+ | This concludes your task as a designer with the role " | ||
+ | |||
+ | |||
+ | ==== 8.5.4 Review and Release ==== | ||
+ | |||
+ | When you receive a share request, select the appropriate task in your worklist and press the " | ||
+ | |||
+ | {{ : | ||
+ | |||
+ | Press the "No Decision" | ||
+ | |||
+ | The workflow will now be processed further. | ||
+ | |||
+ | {{ : | ||
+ | |||
+ | When the workflow has run through, the revision and all objects referenced under it are released and the neutral formats have been created. Note that this revision has now received a " | ||
+ | |||
+ | |||
+ | ===== 8.6 SAP transfer (" | ||
+ | |||
+ | ==== 8.6.1 Introduction ==== | ||
+ | |||
+ | Even during the development process, bills of material can be transferred to SAP without actually being released. In this case, parts and bills of material are not write-protected and can be processed further. | ||
+ | |||
+ | The following rules apply when transferring to SAP: | ||
+ | |||
+ | * The BOM, that is, the revision that represents the assembly, must not have the status " | ||
+ | * Components or sub-assemblies that have not already been transferred to SAP (i.e. are "in working" | ||
+ | * After the transfer, the revision receives the status " | ||
+ | * If a revision already had the status " | ||
+ | |||
+ | |||
+ | ==== 8.6.2 Starting the SAP update ==== | ||
+ | |||
+ | Select one (or more) revision(s) to be transferred to SAP. You can do this in the Teamcenter Navigator or in the Structure Manager. | ||
+ | |||
+ | Press " | ||
+ | |||
+ | {{ : | ||
+ | |||
+ | In the following dialog select the workflow "FFG 10 SAP BOM Update" | ||
+ | |||
+ | After the workflow has run through, you will see the status " | ||
+ | {{ : | ||