#seu 2016 welcome! solid edge university 2016 restricted...

Welcome!Solid Edge University 2016

Realize innovation.Restricted © Siemens AG 2016

#SEU 2016

Adding Active Workspace toyour Teamcenter DeploymentKevin Haen, Curt Joa | Gary Lindsay, Siemens PLM Software

Realize innovation.Restricted © Siemens AG 2016

#SEU16

Kevin HaenCorporate IT Manager

Realize innovation.Restricted © Siemens AG 20XX

#SEU16

• Started as Mechanical Engineer• Moved to IT• 20+ Years Solid Edge Experience

Installation, Support, Customization, Programming• 10+ Years Teamcenter Experience

Installation, Support, Customization, Programming

Curt G. Joa, Inc.

Realize innovation.Restricted © Siemens AG 20XX

#SEU16

• The world leader in engineering and building specialtymachines for the disposable market.

• 3 Locations – US, Germany, India• 115 Teamcenter Users

Restricted © Siemens AG 2016

26.10.2016 Siemens PLM Software

#SEU16

Agenda

• Key Investment Themes for Teamcenter & Vision

• Active Workspace User Experience

• Demonstration – Active Workspace hosted in Solid Edge ST9

• Examples - Tiles, Search and Create

• Curt Joa – Customer Testimonial

• How to get started…



#SEU16

Engaged UsersUsability with Active Workspace

Reach more stakeholders withrole based, use case driveninteraction

Intelligent ModelsSystems Driven Product Development

Closed-loop product planningand virtual validation for

complex products

Adaptive SystemPlatform Innovation

Drive quality, deployability, andextensibility to enable a robustpartner ecosystem

Realized ProductsIntegrated Product Definition

Clearly align the virtual with thephysical to streamline upstream

and downstream processes

Key Investment Themes for Teamcenter aligned with Vision



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What does itmean to be acollaboration

backbone withActive

Workspace?

Include more people and roles in PLM processes• Capture more product knowledge by expanding the depth AND

breadth of PLM

Solve business challenges with task based tools• Provide streamlined, process based capabilities to improve a

variety of use cases

Develop an extensible and reusable UI platformbased on the latest technologies• Leverage and reuse investment in user experience everywhere• Capabilities are developed once, and shared across tools, such

as NX, Solid Edge, MES, ALM, etc.



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The Challenge: “Why can’t PLM…”

Be as intuitive as an Internet search engine

Support predictive search suggestions

Filter data as easily as an e-Commerce site

Perform nearly all transactions in < 2 seconds

Present data in familiar terms with obvious relationships, not the way the data is modeled

Bring the functionality to the user instead of having them “Send” data to the right application

Enable customers to add new capabilities without having to upgrade to a major new version

Delivery a revolutionary user experience

Support all modern browsers on all modern devices / platforms with “zero client install”



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Active WorkspaceVision

Make PLM accessible to all users throughout the productlifecycle by providing a streamlined and intuitive PLM user

experience anytime, anywhere, on any device



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Active Workspace Vision, Overview & RoadmapActive Workspace client vision

Improved user experience lowers barriers to adoption and helps organizations toexecute their PLM strategies more effectively

Active Workspace client key features

Mobile users require a zero-install client they can work with on the move. Support formultiple devices both inside and outside of the company

Global users require high performance search & BOM capabilities to bring the valueof PLM to their entire enterprise and partner ecosystem

Embedding the Active Workspace client into NX, Solid Edge, the Rich client, TcVisand Microsoft Office provides a powerful, flexible & consistent user experience for all



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Improved user productivityand responsive performance• Compelling Layout & Styling• Improved user efficiency• Complete use cases without

launching into another client• Responsive performance

Active Workspace Investment Themes

Reduce Information Overload Configure, Extend and DeployUser Productivity Improvements

Reduce the amount ofinformation a user has to siftthrough to do their job• Find what you need faster• Actively provide information to

make smarter decisions

Enable extensions throughconfiguration and minimizecost to deploy and maintain• Configure over code• Extend where required• Easily administer and deploy



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Active WorkspaceFocus on Specific Roles and their Use Cases

• Search and view content• Collaborate with others using

markup and social capabilities• Report problems and issues• Participate in workflows and

change

• Execute service and workinstructions

• Reporting• Initiate and manage change• Define and execute to

schedules• Report compliance data

• Manage the users and theorganization

• Monitor health of system• Define and update workflows• Configure user interface• Update business model

• Create content (e.g. Documents,designs, structures,publications, etc.)

• Defines product architectureand variability

• Domain and industry specificcapabilities

Delivered, Partial, Priority in Backlog

Reviewer Participant/Manager Author Administrator



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Active Workspace User ExperienceIt’s all about the Content

My Datais the most

important thing onthe screen

No ApplicationsThe content brings

its capabilities to theuser

Simple, approachable – “I can figure this out”

Smart Commandsand TabsEverything works, noempty pages

Clean, UnclutteredThe minimumnumber of tools to dothe job



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Active Workspace FrameworkEnables Consistency and Efficiency

Consistent LayoutCommon navigation

and presentation

Data Driven BehaviorWhat you open determineswhat features you see…

Consistent BehaviorCapabilities leveragecommon actions.Work in context.


26.10.2016Page 17 Siemens PLM Software

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Active WorkspaceFind what you need faster

Increase productivity by reducing time wasted searching for information

shopping cart-like filtering

intelligent charts

easy access to relevant information

Restricted © Siemens AG 2015 All rights reserved. Smarter decisions, better products.

Demonstration



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Design Process ManagementTeamcenter Integration for Solid Edge (SEEC)

Host Active Workspace 3.1Solid Edge ST9• Active Workspace tab• Open in Solid Edge

• Open / Open…• Insert Component

• Bi-directional updates• Revision Rule• Project ID• Property changes• Dataset – CO\CI\CancelCO

• Drag & Drop• Copy / Paste• Send to Active Workspace



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Design Process ManagementTeamcenter Integration for Solid Edge (SEEC)

Standalone Browser – Open in Solid Edge• Solid Edge ST9 (AW31 & AW30)

• Open configured structure• Drag & Drop

• AW 3.0 enhancements• Implemented MCAD Integration framework

(CAD Services)• Multi-select > Open in Solid Edge• Create new Item and Open in Solid Edge.

Designer selects seed file, saves dataset toTeamcenter

• AW 2.4 delivered• Find an Item or Revision• Browse for an Item, Revision or Solid Edge

Dataset



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Agenda

• Key Investment Themes for Teamcenter & Vision

• Active Workspace User Experience

• Demonstration – Active Workspace hosted in Solid Edge ST9

• Examples - Tiles, Search and Create

• Curt Joa – Customer Testimonial

• How to get started…



#SEU16

Active Workspace is Designed to Adapt to any Industry and Customer

Active Workspace usesconfiguration to adapt to industryand customer differences• Home Page Tiles• Object Tiles• Search and Filters• Page Layouts• Table Columns• Commands• Relation Browser and Architecture

Active Workspace respectsstandard Teamcenter configuration• Types and Properties• Security• Relationships



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TilesHome page tiles

Tiles are short cuts to commonlyused Locations, Data, and Actions• Locations: Search, Inbox, Changes• Actions: Create Part, Create Doc• Data: Parts, Docs, Saved Search

Tiles are really just “smart” URL’s• They can go to Active Workspace

locations, and external weblocations

The Home Page should be personal• Users can group and arrange them

how they want• Users can pin new things and

remove others

OOTB Tiles User Pinnedtiles

Adminconfigured

tiles



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TilesOrganizing home page tiles

Tiles are delivered to the users inTile Collections:• Tile Collections control which tiles

a user has:• Site + Group + Role + Project +

User• Just a collection – doesn’t affect

how things are arranged in the UI

Tiles are displayed in Tile Groups• Tile Groups are sets of tiles on the

screen• Groups can have tiles from different

Collections• Users can create their own Groups• This is what you see on the page

Default Groups

My Groups



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TilesUsers can rearrange their home page tiles



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TilesPinned objects

Users (and Admins) can Pin any Teamcenter object to Home• Links to a common design• Links to shared folders• Links to important documents

Admins can create Links to External Systems

PinnedObjects

ImportantDocuments

ExternalLinks



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TilesSaved searches

Users and Admins can save Searches for quick reuse

• All the Parts in Engineering• All the Change Orders in My

Group with Disposition = Rejected

• Create a Saved Search and Pin it• Copy from your Tile Collection to

the Site collection to share



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TilesCreate and share searches and folders



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TilesCreate tiles

Provide the users with simple tiles to create the things theywork with most

You can create new tiles to create almost anything• Documents, Parts, Tools, Change Orders, Forms…

Use the OOTB Tile Templates to create new tiles for your types• Create Part – simple create• Modify the tile command and change the argument:

https://tcrevolution.com/awc/#com.siemens.splm......commands.CreateObject;cmdArg=Part Please, NEVER use

Create Item!

Details: Configuration Guide

Search



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SearchWhat do we Search for?

Focus is on Revisions• Give the user the one correct revision of any business object

using Rev Rules• Use the History tab to find other revisions

We are not indexing Items or Forms OOTB• Don’t make the user search for Items, and then hunt for the

right Revision…• If forms have critical data, compound it to the Revision

and index it there. Don’t make users navigate to the form.• If there are multiple forms, display them in a table

Don’t call things “Items”• Use real names like Parts, Tools, Change Orders…

Precise = All Revs

Only One Revision of Each Part found

Tip: You can search for any workspace object – you just need to configure it first



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SearchTechniques to help users search more effectively

Don’t try to get an exact hit – just try to get down to a page of results

You probably don’t need to define which property a keyword is in• Engine Jamie Pending will get you pretty close.• If not close enough, add more keywords:

engine jamie part pending June 2015

You don’t have to specify exact words:• Try using parts of words to get close:

Req spec mclau qual eng• Let wildcarding help you

Tip: The more keywords you enter – even partial words – the closer you will get!



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SearchTechniques



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SearchUpdated for 3.2

Control how search handles partial words• AWC_search_automatic_wildcard

Valid options for the preference are:• 0: user search criteria are not altered• 1: search engine will suffix * to all words: motor driveà motor* drive*• 2: search engine will prefix * to all words: motor driveà *motor *drive• 3: search engine will prefix and suffix * to all words: motor driveà *motor* *drive*

Previously this preference was shared with the Rich Client.• This new preference allows RAC to continue to work without wildcards,

and Active Workspace to work with them.

With Auto-wildcarding ON, you can still force an exact match bywrapping your keywords in quotations:• “part” will avoid parts, apart, partition…

Please don’t make userssearch for *motor* !

Tip: Leave this set at the default of 1.This gives the best performance

Updatedfor 3.2

New Default for 3.2



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Property specific search

SearchProperty specific search (2.4+)

Build property specific search criteriausing the display names:• Name:retainer• Name:“Spare Wheel Retainer”

Display names with spaces need quotes• “Owning user”:john• “Owning user”:“john smith”

Combine property-specific and generalsearch criteria• Name:retainer frd

Use multiple properties• Name:retainer ID:hdd

Property specific search matchesdisplay first in results order

Find everything that has“retainer” in the Name property

Find everything that has“retainer” in the Name property

Tip: Give your properties single-wordnames to make it easer to specify them



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SearchFilters

Search Filters and Order can beconfigured to fit your data• Objects and File types to index• Attributes to Index• Attributes to use as Filters• Priority (Order) of Filters

Filters are displayed dynamically• For the current result set, display

common filters, in filter order• If the results do not include a

particular filter, it isn’t displayed

ProblemReports

showMaturity

andClosure…

FinishedProductshows

Country



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SearchPre-Filters

Pre-filters are a simple way for users to “focus” on things morerelevant to them.• I only want to see things in My Group…• I only work with Requirements…

Pre-filters are simply applying a search Filter• They appear selected in the filter panel• You can un-select them in the filter panel to expand your results

Uses Preferences• AWS_SearchPreFilter_Property1• AWS_SearchPreFilter_Property1

Can be different by Group, Role…



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SearchCategory – AW 3.2

Use categories of types to simplify searching

• Search and filter by a category of object types,e.g. “Parts”, “Documents”, and “Changes” where“Parts” may include Vendor Parts, CommercialParts, Parts, Custom Parts, etc.

• Replaced “Type” pre-filter with “Category” OOTB

• Define new and update existing categoriesusing business constant in BMIDE or directlyupdate the preference it generatesAW_FullTextSearch_TypeCategories

• The same object type can belong to multiplecategories

Filter by Category

Category prefilterreplaces Types



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SearchGlobal Revision Rules (3.1+)

OOTB, AW will show all revision rules a user has access to• This may be a very long list, and many may not be appropriate

for Global Search – they are Structure Revision Rules

New Preference: AWC_Rev_Rule_List• Create a shorter list of rev rules that work for global search• Empty by default – AW uses all rev rules in TC• Recommended:

• Latest Working• Any Status; Working

New Preference: AW_Rev_Rule_Selected• Set the default rev rule for Active Workspace.• Without this, the first in the list is selected.

Default

Better!



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SearchSuggestions

By default Solr suggests only words that appear more than 0.5%of the total keywords. This is to keep misspellings from beingsuggested.

If you are not getting enough suggestions, try lowering thethreshold

Defined in the Solr Configuration File• Navigate to the solrconfig.xml file in your Solr installation

directory, for example:• …\awc\solr\collection1\conf\solrconfig.xml

• Scroll to the bottom of the solrconfig.xml file and look for thefollowing line:• <float name=threshold”>0.005</float>

• Save file and restart Solr Search the Deployment Guide: “suggestions”

Part Numbers are typically verylow frequency

– One in Several Million –So won’t usually get suggested



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SearchClassification

To a User, Classification is justmore useful information• They shouldn’t have to go to a

different place to use it

Users can Search and Filter onClassification attributes along withall other attributes

Saved Searches can include bothClassification and Core attributes

Create



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CreatePrinciples

Keep Create simple and quick• Everything I need to do should be clearly visible on the panel

Focus Create on the minimum fields needed to create the object –• Required fields and common desired fields• Keep it to about one page, all on the screen

Use Edit for all the details• Keep create to a minimum – quick and easy• Use Edit to complete the details

After Create Enter Edit Mode• Open it and edit for the rest



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CreatePrinciples

Generally Create in Context• Don’t just create for the sake of creating, you

create in a context and therefore can limit choicesand tailor the experience

• By creating in context, the relationships arecreated automatically

• Reduce or eliminate creating “loose” objects andstitching them back up

Add to Tables• Help the user focus on the “what”, not the “how”• The Section name describes what goes there• The action is always just Add• It only adds what it is supposed to – no mistakes

Since the table is calledDocuments, the Add button must

be how you put one in there!



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Why Active Workspace at Joa?

• Friendlier Interface for Non-Teamcenter Users

• Beta Version of Solid Edge ST9 Integration• Users Able to Initiate Workflows with Edge• Users Interact with Workflows in Edge/Active Workspace

• Many Current Users May Not Use RAC Anymore

• Further Company Adoption?



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Active Workspace Process at Joa

• Teamcenter Express V9.1• Teamcenter Rapid Start V11.2.1• Teamcenter V11.2.1• Server 2012R2 – SQL 2014 Server

• Teamcenter V11.2.2.1 – Active Workspace 3.1.1

• Beware:• .NET 4.6 Windows Updates• Active Workspace Server Extensions

needed on all 2 Tier Clients



#SEU16

How to get started…

• Release Alignment

• Install, Upgrades and Patching

• Deployment Center

• Documentation Resources and Product

• Active Workspace 3.1 – Configuration



#SEU16

Active WorkspaceRelease Alignment

Upgrade Active Workspacewithout upgrading the platformrelease…• Enabled by our platform

application separationinitiative

• While the “minimum version”of the platform will notchange, some featuresadded into the platform willrequire an upgrade to get the“full featured” content

• Expectation is faster adoptionof client code and lesspatching

* Required to address Denial of Service vulnerability

Version DateTeamcenter 10.x Teamcenter 11.x

MinimumVersion

FullFeatured

MinimumVersion

FullFeatured

3.0 Fall 2015 10.1.5 10.1.5 11.2.1 11.2.13.1 Spring 2016 10.1.5 10.1.6 11.2.1 11.2.23.2 Fall 2016 10.1.5 10.1.7 11.2.1 11.2.3

TBD Spring 2017 TBD N/A TBD TBDTBD Fall 2017 TBD N/A TBD TBD



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Install, Upgrades and Patching

Easier Updates of Active Workspace• Update from Active Workspace 3.0 to 3.1• Stay at the same platform level without being

forced to update the platform• Benefits:

• Reduced downtime for system update• Reduced time and costs spent certifying the

update

Update Platform with Active Workspace• Update from Active Workspace 3.0 to 3.1• Update platform to 10.1.6 or 11.2.2• Benefits:

• Active Workspace automatically adjusts topickup new functionality in the Service Packrelease

Active Workspace 3.0 Teamcenter 10.1.5Active Workspace 3.1

Active Workspace 3.0Active Workspace 3.1

Teamcenter 10.1.5Teamcenter 10.1.6

Active Workspace 3.0 Teamcenter 11.2.1Active Workspace 3.1

Active Workspace 3.0Active Workspace 3.1

Teamcenter 11.2.1Teamcenter 11.2.2

Available in Active Workspace 3.1



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Install Protection• TEM verifies that compatible versions of products are installed together• Active Workspace 3.1 is compatible with Teamcenter 10.1.5, 10.1.6, 11.2.1, 11.2.2• Active Workspace 3.1 is not-compatible with earlier releases of the Teamcenter platform

Active Workspace 3.1

10.1.4

10.1.5Compatible

Not Compatible

11.2.1

11.2.2

Teamcenter 10.x

Teamcenter 11.x

10.1.6

11.2.3

Available in Active Workspace 3.0,Teamcenter 10.1.5, 11.2.2



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TEM enforces supported upgrades• New functionality is being accelerated into Service Packs• This allows our customers to stay at a particular release for

a longer period of time without having to upgrade to the nextmajor release to pick up new features

• Eventually our customers will need to upgrade to the nextmajor release

• Our customers will want to upgrade to a SP in the nextmajor release stream that has the same data model andbehaviors of their current version

• This is called a “Supported Upgrade Path”• TEM ensures that your upgrade is compatible with the

supported upgrade path• Benefits

• Ensures there is no regression in features, behavior, datamodel

10.1.5

11.2.111.2.0

Supported Upgrade Path

Unsupported Upgrade Path

TeamcenterPlatform 10.x

TeamcenterPlatform 11.x

10.1.6

Validation starts with the 10.1.5 to 11.2.1 upgrade

11.2.2 11.2.3



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Deployment Center

Vision• Web based system• Remotely install, patch, upgrade Teamcenter

environments• Target usage

• Setup Teamcenter Environments• Install Active Workspace• Install custom software• Install and update RAC client machines• Patch and Upgrade Teamcenter environments

Benefits• Reduced costs of managing Teamcenter environments

through easy to use web client• Reduced cost of deploying custom software through

available deploy automation tools

Deployment Center

Production

10 machines for the Production Environment

Planned for Dec 2016



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Documentation Resources and Product

Documentation• Active Workspace 3.1 Administration Help

• PDF - https://docs.plm.automation.siemens.com/tdoc/aw/3.1/aw_admin_pdf_collection/#uid:index• HTML - https://docs.plm.automation.siemens.com/tdoc/aw/3.1/aw_html_collection/#uid:index

Download and Upload Files• Teamcenter and Teamcenter Rapid Start > Full Products > Teamcenter 11

• Active Workspace 3.1a Documentation – Tc11.2.1_ActiveWorkspace3.1a_doc• https://download.industrysoftware.automation.siemens.com/download-

n.php/teamcenter/full_products/Teamcenter11/ActiveWorkspace/3.1/Tc11.2.1_ActiveWorkspace3.1a_doc.zip• Teamcenter and Teamcenter Rapid Start > Full Products > Teamcenter 10

• Active Workspace 3.1a Documentation - Tc10.1.5_ActiveWorkspace3.1a_doc• https://download.industrysoftware.automation.siemens.com/download-

n.php/teamcenter/full_products/Teamcenter10/ActiveWorkspace/3.1/Tc10.1.5_ActiveWorkspace3.1a_doc.zip

Product available 24-OCT-2016: Active Workspace 3.1.2



#SEU16

Active Workspace 3.1 Configuration

• Areas that can and should be configured• Tiles

• Search

• Stylesheets

• Create

• Columns

• Commands

• Relations



#SEU16

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Read articles from experts in various subjectmatter areas. Discuss topics with peers and SolidEdge employees.

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Browse a collection of user group presentations,and solutions to specific questions.

Solid Edge Developer Community

Get help with using the Solid Edge API to createcustom tools to help CAD users.



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Teamcenter on Siemens PLM Community

Join the conversation on Siemens PLM Community

www.siemens.com/plm/community/teamcenter

• Teamcenter Blog

• Teamcenter Knowledge Base

• Teamcenter Users Forum

• Teamcenter Administrators Forum

Read insightful posts from Siemens PLM Software key expertsand thought leaders, ask questions, share best practices andconnect with Teamcenter users from around the globe!



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Presenter Contact

Gary LindsaySolid Edge Product ManagementTeamcenter Integration for Solid Edge (SEEC)[email protected]

Kevin HaenCorporate IT ManagerCurt G. Joa, Inc.United States | +1 920-467-6136 | FAX +1 920-467-2924 |[email protected]

siemens.com