®

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
Frank Weiblen IBM SWG, PLM Solutions

© 2009 IBM Corporation

 IBM Software Group – Product Lifecycle Management

Challenges in development of mechatronics systems

and how to deal with

Challenges
– Handle complexity
Product
– Ensure ability to innovate

Functions
– Increase quality
IBM Software Group | Lotus software
B1 B2 B3 … Aggregates

– Improve efficiency of development F1

processes F2 Module

… HW | SW | EE
– Synchronize different lifecycles
– Integrate different disciplines,
cultures and organizations

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 IBM Software Group – Product Lifecycle Management

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 Requirements
Product/System

IBM Software Group | Lotus software

Systems Engineering principles:
Functions Integration
– Respects relations System Test & Validation
and dependencies between elements Architecture
Mechanics
– Integrates work products of Electronics
Software
different development domains
to the synthesis of the whole system
– Verification and validation of the system to ensure that
all requirements are met

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 IBM Software Group – Product Lifecycle Management

The Solution Approach: Synchronized Change Process

Consistent rules and

processes applied by all
stakeholders

SW MCAD E/E Mgmt

Overall status and process
Iterative
information available Process V Process V Process
???

SW
HW EE

results
IBM Software Group | Lotus software

Collaboration and sharing of Development
Assets Assets Assets

Traceability of artifacts and Change Request SW ECO

business objects EE ECO

ECO
HW ECO
ECR

Reuse of artifacts Approval

Process

Continuous validation against

requirements on all system
levels

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 IBM Software Group – Product Lifecycle Management

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
System System

IBM Software Group | Lotus software Baseline 1 Master Order Baseline 2

Requirement- Requirement-
Baseline 1 Baseline 2

HW Baseline 1 HW Baseline 2
HW Order
Baseline 1 Baseline 2
HW Requirements HW Requirements

E/E Baseline 1 E/E Baseline 2

Baseline 1 Baseline 2
E/E Order
E/E Requirements E/E Requirements

SW Baseline 1 SW Order SW Baseline 2

Baseline 1 Baseline 2
SW Requirements SW Requirements

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 IBM Software Group – Product Lifecycle Management

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
IBM Software Group | Lotus software
– Developers use solely or predominately their standard tools

Relational Design,
CAD and VPLM
HW Order

Master Order
Design/Layout - Loops
E/E Order

Rational Unified Process,

SW Order
Activity Mgr and CM Tool

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 IBM Software Group – Product Lifecycle Management

Synchronizing Engineering Changes in Mechatronics

Integration Architecture Overview

HW Change Order ECO

SW
Master Order Change Order Management

E/E Change Order

ECR WAS/WID/WPS
SW
Federated
Mech. E/E
BOM BOM Process
System Level BOM BOM Integration Level

IBM Software Group | Lotus software Team Data Team Data

ERP
ClearQuest
MatrixOne SmarTeam

Mechanical
E-CAD Authoring
ClearCase Build Forge

Application Level

Software Authoring Electrical Authoring Mechanical Authoring BOM

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 IBM Software Group – Product Lifecycle Management

System Level - ENOVIA Reference architecture

IBM Software Group | Lotus software

ENOVIA PROSTEP
Bidirectional Adaplet for OpenPDM
PROSTEP
Adaplet
(Web Services)

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 IBM Software Group – Product Lifecycle Management

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
System Method Name Description
Submit record Create record of given type
Provide record state Provide state of a record
ClearQuest Link records
IBM Software Group | Link to records
Lotus software
Set record state Set the state of a record
Update record Update meta data of a record
Create Object Creates an object in MOne
Update Object Updates attributes of an existing object
Connects objects through spec.
Connect objects
relationship

MatrixOne Receives a new identification number

Receive number
from the MOne numbering generator
Upload and check in files, connect to
File service, Check in
object
check out and download files related to
File service, check out
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 IBM Software Group – Product Lifecycle Management

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.

IBM WebSphere Process Sever OpenPDM

IBM Software Group | Lotus software

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 IBM Software Group – Product Lifecycle Management

Scenario Overview

Analyse Requirements
Set up ECO structure
Promote Master ECO

OpenPDM

Mech. ECO,
Part Perform transfer Navigate to affected Promote ECO,
of ECO and CAD models, perform update ECO in ENOVIA
affected part change, provide new BOM

IBM Software Group | Lotus software

Rational
ClearQuest
Rational
ClearCase
Build Forge
Rational
ClearQuest

SW ECO Set up SW project, Promote ECO,

Perform change update ECO in ENOVIA,
assign team, Build SW provide new SW part

ECAD
EE ECO Check out schematics,
Perform change, Import el. BOM
generate el. BOM

Aggregate system BOM, Incorporate material

transfer BOM to SAP,
complete ECOs masters and BOM

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 IBM Software Group – Product Lifecycle Management

State display on system level

IBM Software Group | Lotus software

ECO state on
domain level

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 IBM Software Group – Product Lifecycle Management

ECO in the mechanical domain system

A new ECO is created in the

domain data manager and
related information is
attached.

IBM Software Group | Lotus software

A team leader can use the

hyperlink to switch to the
system context.
.

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 IBM Software Group – Product Lifecycle Management

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.

IBM Software Group | Lotus software

Requirements that were assigned to

the SW Change Order are forwarded
to the domain system for validating the
deliverables.

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 IBM Software Group – Product Lifecycle Management

The federated BOM

Root node

Electrical
parts
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Mechanical
parts

SW part

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 IBM Software Group – Product Lifecycle Management

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
IBM Software Group | Lotus software
– 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

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Thank You !

© 2009 IBM Corporation