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Madison Miner
Software Engineer
EDA, Inc.




  #SEU12
Presenter background


• EDA has been an automation consultant for over 21 years.

• Madison has been a software engineer @ EDA for 9 years.

• EDA has experience automating Solid Edge, SolidWorks, AutoCAD, Google
  SketchUp, MS Office and more.

• EDA has automated quoting, drafting, design, engineering and manufacturing.




                                                 © Siemens AG 2012. All Rights Reserved.
Page 2                                                            Siemens PLM Software
Questions to be answered during this presentation:



• What is possible with automation?


• What are the different types of automation programs?


• What are the advantages and disadvantages of each?


• When should you use each type of automation program?


• What problems has EDA solved using each type of program?




                                                 © Siemens AG 2012. All Rights Reserved.
Page 3                                                            Siemens PLM Software
What is possible with automation?

   “Automation is to Engineering as Robotics is to
                  Manufacturing."

• Automate Repetitive Tasks
    •    Setting file properties. Setting material weights, colors.
         Creating design tables. Updating part numbers.
• Automate Revision Manager to batch move and/or rename files.
• Automate Design
    •    One simple part, a whole assembly, or an entire machine.

• Automate Report and Drawing Generation
    •    Word, Excel, PDF, DWG
    •    Quotes, Proposals, Technical Data Sheets

• Automate Order Entry and Quoting
    •    For in-house sales people or customers
                                                              © Siemens AG 2012. All Rights Reserved.
Page 4                                                                         Siemens PLM Software
What are the different types of automation
programs?


• Console
  • Text-only interface.
    Runs outside SE
    on user’s computer.
• Windows Form
  • Graphical UI. Runs outside
    SE on user’s computer.
• Plug-In / Macro
  • Runs inside Solid Edge
    on the user’s computer.
• Web Form
  • Runs outside Solid Edge
    on a web server.



                                             © Siemens AG 2012. All Rights Reserved.
Page 5                                                        Siemens PLM Software
Console Program



Advantages:
• Simple to develop.
• Easy to call from other programs.
• Easy to pass parameters from other programs.
Disadvantages:
• Not very user friendly.
• Difficult for users to enter multiple parameters.
• Cannot easily prompt for user input (no drop-down list, file select dialogs, etc.).
• Can be challenging to keep program open after running.
• Hard to update if used on multiple computers.


                                                       © Siemens AG 2012. All Rights Reserved.
  Page 6                                                                Siemens PLM Software
Windows Form Program


Advantages:
• Easy to prompt users for input.
• Can easily access files on local computer or network.


Disadvantages:
• Hard to update if used on multiple computers.
• Can be time consuming to create.
• Can be difficult to call from Solid Edge.
• Can be difficult to have the user interact
  with Solid Edge while the program is running.




                                                  © Siemens AG 2012. All Rights Reserved.
Page 7                                                             Siemens PLM Software
Plug-In / Macro


Advantages:
• Called from inside Solid Edge.
• Looks like an integrated component of Solid Edge.
• Can be called at different stages during model development.
• Can prompt the user to interact with the model, e.g., to select features.
• Can be easy to develop (macro).


Disadvantages:
• Can be difficult to develop (plug-in).
• Hard to update if used on multiple computers.
• Cannot restart Solid Edge when required.



                                                    © Siemens AG 2012. All Rights Reserved.
 Page 8                                                              Siemens PLM Software
Web Form


Advantages:
• Easy to maintain.
• Easy to deploy.
• Easy to use.
• If the program only generates .SAT or .DWG files,
  users do not have to have Solid Edge installed.
• Easy to develop a high quality interface.
• Can be used by mobile devices, Macs, Linux, etc.


Disadvantages:
• Can be difficult to develop back end.
• Internet connection required for use.
• Can be troublesome supporting multiple browsers.
                                                 © Siemens AG 2012. All Rights Reserved.
Page 9                                                            Siemens PLM Software
When to use a Console program


• Programs that are called from other software.
• Batch programs that operate on multiple existing files.
• Programs that are called often and require little user input.




EDA has used a console program for:
• PSM Updater: a program that takes a single argument (file name) and then
  opens that file, modifies the Bend Relief value and “Simplify B Splines” option,
  then saves and closes the file.


                                                     © Siemens AG 2012. All Rights Reserved.
Page 10                                                               Siemens PLM Software
When to use a Windows Form program


• Batch programs that operate on multiple existing files.
• Programs that are not frequently updated.
• Program that require multiple inputs from the user.
• Programs that are accessed by a small number of users.




EDA has used a Windows Form Program for:
• Revision Maker: Allows the user to select an assembly and a destination
  folder, search and replace file names in all linked parts, change exposed
  assembly variables then copies all linked files & creates a new revision.
                                                    © Siemens AG 2012. All Rights Reserved.
Page 11                                                              Siemens PLM Software
When to use a Plug-In or Macro


• Programs for which the user must interact with Solid Edge.




Example EDA Program:
• Tank Evaluator: Fuel volume evaluation depending on tank tilt, user has to
  interact with model at several stages, to decide tank size, create tank shell, &
  perform a volume evaluation. Results of evaluation are written to Excel
  spreadsheet and saved.
                                                     © Siemens AG 2012. All Rights Reserved.
Page 12                                                               Siemens PLM Software
When to use a Web-Based program


• Programs with a large number of users (employees, engineers and/or
  customers).
• Programs that are frequently updated.
• Programs for inexperienced users or
  users that do not have Solid Edge installed.
• Programs that need to support mobile
  devices, Macs, Linux, etc.




• Example EDA Program:
• AmeriTex Enclosures Configurator: Allows customers to design, build and
  order custom enclosures. Customers can download 3D models and 2D PDFs.

                                                 © Siemens AG 2012. All Rights Reserved.
Page 13                                                           Siemens PLM Software
Choosing an Automation Program Type
Depending on the Task

Thank You!
Questions?




madison@edainc.net
www.edainc.net

  #SEU12

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Automation for Solid Edge: Choosing the right type of automation

  • 2. Presenter background • EDA has been an automation consultant for over 21 years. • Madison has been a software engineer @ EDA for 9 years. • EDA has experience automating Solid Edge, SolidWorks, AutoCAD, Google SketchUp, MS Office and more. • EDA has automated quoting, drafting, design, engineering and manufacturing. © Siemens AG 2012. All Rights Reserved. Page 2 Siemens PLM Software
  • 3. Questions to be answered during this presentation: • What is possible with automation? • What are the different types of automation programs? • What are the advantages and disadvantages of each? • When should you use each type of automation program? • What problems has EDA solved using each type of program? © Siemens AG 2012. All Rights Reserved. Page 3 Siemens PLM Software
  • 4. What is possible with automation? “Automation is to Engineering as Robotics is to Manufacturing." • Automate Repetitive Tasks • Setting file properties. Setting material weights, colors. Creating design tables. Updating part numbers. • Automate Revision Manager to batch move and/or rename files. • Automate Design • One simple part, a whole assembly, or an entire machine. • Automate Report and Drawing Generation • Word, Excel, PDF, DWG • Quotes, Proposals, Technical Data Sheets • Automate Order Entry and Quoting • For in-house sales people or customers © Siemens AG 2012. All Rights Reserved. Page 4 Siemens PLM Software
  • 5. What are the different types of automation programs? • Console • Text-only interface. Runs outside SE on user’s computer. • Windows Form • Graphical UI. Runs outside SE on user’s computer. • Plug-In / Macro • Runs inside Solid Edge on the user’s computer. • Web Form • Runs outside Solid Edge on a web server. © Siemens AG 2012. All Rights Reserved. Page 5 Siemens PLM Software
  • 6. Console Program Advantages: • Simple to develop. • Easy to call from other programs. • Easy to pass parameters from other programs. Disadvantages: • Not very user friendly. • Difficult for users to enter multiple parameters. • Cannot easily prompt for user input (no drop-down list, file select dialogs, etc.). • Can be challenging to keep program open after running. • Hard to update if used on multiple computers. © Siemens AG 2012. All Rights Reserved. Page 6 Siemens PLM Software
  • 7. Windows Form Program Advantages: • Easy to prompt users for input. • Can easily access files on local computer or network. Disadvantages: • Hard to update if used on multiple computers. • Can be time consuming to create. • Can be difficult to call from Solid Edge. • Can be difficult to have the user interact with Solid Edge while the program is running. © Siemens AG 2012. All Rights Reserved. Page 7 Siemens PLM Software
  • 8. Plug-In / Macro Advantages: • Called from inside Solid Edge. • Looks like an integrated component of Solid Edge. • Can be called at different stages during model development. • Can prompt the user to interact with the model, e.g., to select features. • Can be easy to develop (macro). Disadvantages: • Can be difficult to develop (plug-in). • Hard to update if used on multiple computers. • Cannot restart Solid Edge when required. © Siemens AG 2012. All Rights Reserved. Page 8 Siemens PLM Software
  • 9. Web Form Advantages: • Easy to maintain. • Easy to deploy. • Easy to use. • If the program only generates .SAT or .DWG files, users do not have to have Solid Edge installed. • Easy to develop a high quality interface. • Can be used by mobile devices, Macs, Linux, etc. Disadvantages: • Can be difficult to develop back end. • Internet connection required for use. • Can be troublesome supporting multiple browsers. © Siemens AG 2012. All Rights Reserved. Page 9 Siemens PLM Software
  • 10. When to use a Console program • Programs that are called from other software. • Batch programs that operate on multiple existing files. • Programs that are called often and require little user input. EDA has used a console program for: • PSM Updater: a program that takes a single argument (file name) and then opens that file, modifies the Bend Relief value and “Simplify B Splines” option, then saves and closes the file. © Siemens AG 2012. All Rights Reserved. Page 10 Siemens PLM Software
  • 11. When to use a Windows Form program • Batch programs that operate on multiple existing files. • Programs that are not frequently updated. • Program that require multiple inputs from the user. • Programs that are accessed by a small number of users. EDA has used a Windows Form Program for: • Revision Maker: Allows the user to select an assembly and a destination folder, search and replace file names in all linked parts, change exposed assembly variables then copies all linked files & creates a new revision. © Siemens AG 2012. All Rights Reserved. Page 11 Siemens PLM Software
  • 12. When to use a Plug-In or Macro • Programs for which the user must interact with Solid Edge. Example EDA Program: • Tank Evaluator: Fuel volume evaluation depending on tank tilt, user has to interact with model at several stages, to decide tank size, create tank shell, & perform a volume evaluation. Results of evaluation are written to Excel spreadsheet and saved. © Siemens AG 2012. All Rights Reserved. Page 12 Siemens PLM Software
  • 13. When to use a Web-Based program • Programs with a large number of users (employees, engineers and/or customers). • Programs that are frequently updated. • Programs for inexperienced users or users that do not have Solid Edge installed. • Programs that need to support mobile devices, Macs, Linux, etc. • Example EDA Program: • AmeriTex Enclosures Configurator: Allows customers to design, build and order custom enclosures. Customers can download 3D models and 2D PDFs. © Siemens AG 2012. All Rights Reserved. Page 13 Siemens PLM Software
  • 14. Choosing an Automation Program Type Depending on the Task Thank You! Questions? madison@edainc.net www.edainc.net #SEU12