1 Introducing CAD for Cloud Integration

CAD for Cloud lets CAD users develop designs; create Design business objects and Design Structures in Agile Product Lifecycle Management (Agile PLM); and publish the designs to Items and Item Structures in Oracle Product Development Cloud (PD Cloud). The integration of Agile PLM with PD Cloud:

Gives PLM designs a Change process that is distinct from the Change process for PD Cloud items;
Permits stricter control over users who can check out and modify designs;
Incorporates designs so that the design is indicated as complete.

CAD for Cloud User Roles and Integration Process

Users in the CAD for Cloud process are granted generally one of these three roles:

Administrator - uses Agile Administrator to configure policy and environment in Agile PLM for the CAD Engineer and Engineering Coordinator. The administrator configures policy and environment in PD Cloud for Engineering Coordinators and downstream personnel.
Engineering Coordinator - in Agile PLM, creates and manages changes to design files using Design File Change Orders (DFCOs). In PD Cloud, the Engineering Coordinator creates and manages changes to engineering items and item structures using Engineering Change Orders (ECOs) and other change orders.
CAD Engineer - receives item numbers from the Engineering Coordinator; creates CAD data and saves it to Agile PLM as designs; and relates designs in Agile PLM to engineering items in PD Cloud.

CAD for Cloud Development Sequence

Once Agile PLM and PD Cloud have been configured for the CAD for Cloud integration, and tested, the day-to-day work by engineering coordinators and CAD engineers can commence. A possible 9-stage development sequence follows. It suggests the activities and transitions that typical users will be involved in. The configured user roles, activities, and development sequence may vary according to your organization's needs.

Note:

In the CAD for Cloud integration, Agile PLM design files are converted to Product Development Cloud engineering items. In the development sequence, the Administrator and Engineering Coordinators may need to switch from Agile PLM to PD Cloud environments often.

In this guide, these are the business objects and their common names on the PLM and PD sides of the integration:

Agile PLM side: Design files (designs)

Product Development Cloud side: Engineering items (items)

Both sides have their own change orders:

Agile PLM side: Design file change order (DFCO)

Product Development Cloud side: Engineering change order (ECO)

This is a possible sequence for a development process with CAD for Cloud:

In a CAD application, the CAD Engineer creates CAD data - which may be designs or other specifications - and saves to Agile Designs via MCAD integration.
In PD Cloud, the Engineering Coordinator creates Items and Engineering Change Orders (ECO). In Agile PLM, he creates Design File Change Orders (DFCOs).
Engineering Coordinator sends PD Cloud Item numbers, PD ECO number, and Agile DFCO number to CAD Engineers.
CAD Engineer assigns Agile Designs as Affected Files in the DFCO. When the engineer assigns the Change to the modified files via the MCAD integration, it is automatically added to the Affected Files tab in the DFCO.
CAD Engineer then relates the DFCO to the PD ECO, and relates the designs to their respective PD Item numbers in the Publish Workspace.
CAD Engineer updates CAD files and incorporates designs when complete.
CAD Engineer publishes the BOM structure for the Items to PD from the DFCO.
Engineering Coordinator reviews DFCO and PD ECO/Item BOM and releases DFCO.
Engineering Coordinator completes PD ECO work and releases ECO.

Chapter 2 is addressed to the Agile administrator. It details how to install and configure the CAD for Cloud integration. The installation tasks and configuration procedures are addressed to the CAD for Cloud integration administrator. However, in developing the integration, engineering coordinators may refer to this chapter and provide advisory specifications to their company's integration administrator.

Chapter 3 describes how to use the CAD for Cloud functionality in Agile PLM. This chapter is addressed to the PLM administrator, as well as end-users, such as engineering coordinators, CAD specialists, PLM users, and PD Cloud users.