Admin technology training nov 2007

aras.comConfidential © 2007 Aras Corporation
Nov 2007
Aras Innovator®
Technical Review

Outline
1. Innovator – high-level view
2. Innovator – architectural view
3. Platform and Installation
4. AML Concepts
5. Modeling Approach
6. Federation & Integration
7. Packaging
8. Reporting
9. Sample Solutions

Aras Overview
Business: Enterprise SOA Applications
 Product Lifecycle Management [PLM]
 Business Process Management [BPM]
Markets: Manufacturing, Retail, Pharma, Government
Customers: Enterprise & Midsize
Product:
Innovation: Model-based SOA
Headquarters: Andover, MA [ Boston Area]
200520052005200620062006
1

Aras Customers
New Era Ohio, LLC
1

No Charge Software
Complete System – Not Evaluation Copy
No Surprises
Enterprise Open Source
INCLUDED
 Enterprise Production Ready
 Complete Solution Access
 Unlimited Users
BENEFITS
 No Up-Front Capital Needed
 Use Microsoft Infrastructure & Skills
 Delivers Control & Flexibility
Microsoft Enterprise Open Source
1

Example Innovator UI
Search/Filter Criteria
System Properties
Table of Contents (TOC)
Menu Bar
Database/User Information
Item List
1

Aras Innovator®
XML-based application framework
designed to simplify the development,
deployment and support of certain
enterprise software applications
Innovator is a service-oriented architecture coupled with a
dynamically evaluated model abstraction that uses XML
for the transaction, data, and dictionary semantics
1

Modern XML Web framework for building
Engineering & Manufacturing Enterprise Systems
“Model-Based Service Oriented Architecture (SOA)” – Gartner
Ships with 3 standard PLM
business ready solutions,
and access to a suite of
community developed
Solution Packages
Aras Innovator is a Web
Service with 100% of
functionality available to
SOAP + XML
Aras Innovator®
1

Aras Quality Planning
• Failure Mode Effects Analysis [FMEA]
• Inspection & Test Control Plans
• Process Flow Diagrams
• Critical Part Characteristics
• Quality Systems
Aras Quality Planning
• Failure Mode Effects Analysis [FMEA]
• Inspection & Test Control Plans
• Process Flow Diagrams
• Critical Part Characteristics
• Quality Systems
Aras Product Engineering
• Bill Of Materials [BOM]
• CMII Engineering Change
• Approved Vendor Lists
• Substitutes & Alternates
• Environmental Compliance
• Design-to-Goal
Aras Product Engineering
• Bill Of Materials [BOM]
• CMII Engineering Change
• Approved Vendor Lists
• Substitutes & Alternates
• Environmental Compliance
• Design-to-Goal
Aras Program Management
• New Product Project Portfolio
• Executive Dashboards
• Phase-based Programs
• Milestones & Deliverables
• Actions, Tasks, Activities
• Project Templates
Aras Program Management
• New Product Project Portfolio
• Executive Dashboards
• Phase-based Programs
• Milestones & Deliverables
• Actions, Tasks, Activities
• Project Templates
Aras Certified Solutions
Nov 2007
Comprehensive Functionality Simple Consistent ScreensComprehensive Functionality Simple Consistent Screens
1

PLM Capabilities
Change Management
PR, ECR, ECN
Change Management
PR, ECR, ECN
Design
Parts, Part Families
Design
Parts, Part Families
Documents
Document vault, Sharepoint Integration, ISO Doc’s
Documents
Document vault, Sharepoint Integration, ISO Doc’s
Portfolio
Corporate IP, Customers, Part Submission Warrant,
Projects, Programs
Portfolio
Corporate IP, Customers, Part Submission Warrant,
Projects, Programs
Sourcing
Contacts, Manufacturers, Manufacturer Parts, MSDS, RFQ,
Vendors
Sourcing
Contacts, Manufacturers, Manufacturer Parts, MSDS, RFQ,
Vendors

Common Shared Services
• CMII Change Management
• Business Process Management
• Classification
• Access Control
• Lifecycle State Management
• Document Management
• Item Relationships
• Dashboards
• Reporting
• Libraries and Templates
• Federation
• Versioning
Common Shared Services
• CMII Change Management
• Business Process Management
• Classification
• Access Control
• Lifecycle State Management
• Document Management
• Item Relationships
• Dashboards
• Reporting
• Libraries and Templates
• Federation
• Versioning
All Solutions based on
Shared Services
Simplifies Development and TailoringSimplifies Development and Tailoring
1

Community Solutions
• Quality Systems
• Requirements Management
• ITIL
• RFQ & Supply Chain Readiness
• Lean
• RoHS / WEEE
• Part and Lot Traceability
• Incoming Inspection
• Product Cost Estimating
• Work Instructions & Routings
• Training & Skills Tracking
• Tool & Fixture Inventory, Calibration and Periodic Maintenance
Applying PLM and CMII Principles to Development, Quality, Manufacturing…Applying PLM and CMII Principles to Development, Quality, Manufacturing…
1

Architecture 50,000 ft View
DatabaseFiles
Server Code
Compiled Logic
Client
Conventional SystemsConventional Systems Aras InnovatorAras Innovator
DatabaseFiles
Web Services SOA
XML Models
Client
Fundamentally
Different
Ben
Flexibility
Graphical Drag & Drop Real-Time Changes Without Complex Programming
Portability and Upgradeability
Technology Separation Enables Quick & Easy Upgrades Without Impacting Customizations
2

Other Clients
WorkflowServicesWorkflowServices
Web ServicesWeb Services
Web InterfaceWeb Interface
.NET UI Components.NET UI Components
ReportingReporting
Microsoft
Reporting
Services
Microsoft
Reporting
Services
Business LogicBusiness Logic
Business Objects & ProcessesBusiness Objects & Processes
Data Access ComponentsData Access Components
O-R MappingO-R Mapping CacheCache
SecurityServicesSecurityServices
LifecycleServicesLifecycleServices
VaultingServicesVaultingServices
FederationServicesFederationServices
Files
ADO.NET Data AccessADO.NET Data Access
System Definition
Process Definitions
Object Definitions
Business Objects & Processes
Business Logic
Database EventServicesEventServices
Innovator Object ModelInnovator Object Model
Outlook Word Excel Project SharePoint
Web PartsWeb Parts
X M L / S O A P
OtherEAISystemOtherEAISystem
BizTalkServerBizTalkServer
Client Side
Server Side
SharePoint
Files
SharePoint Portal ServerSharePoint Portal Server
MOSS
Microsoft Office
SharePoint Services
MOSS
Microsoft Office
SharePoint Services
XML/SOAP
XML/SOAP
.NET Integrations
ADO
ODBC
Flat File
Direct API
Other Systems
Meta Data ManagementMeta Data Management
ConfigurationServicesConfigurationServices
Solution StudioSolution Studio
ClassificationServicesClassificationServices
SearchServicesSearchServices
Transaction MgtTransaction Mgt
2
Architecture 500 ft View

<Item type=‘Part’ action=‘get’>
<item_number>123456</item_number>
</Item>
<Item type=‘Part’ id=‘A0019BF5D00382911AB34’>
<item_number>123456</item_number>
<description>This is a Sample Part</description>
</Item>
Client Requests
Server Response
2
Architecture 5 ft View

100% Microsoft Platforms
Minimal Infrastructure Required
Enterprise Scalability
Platform
Single Sign-on
 Active Directory / LDAP
Email Integration [SMTP]
Internet
Explorer
3

.NET
Aras Innovator Server is a .NET ASPX Application
Use any CLR languages for example VB or C#
For scripting, tailoring and server extensions
Interfacing and Integrations
Visual Studio for application debug
Remember: Aras Innovator is also a Web Service.
You can interface to Aras Innovator server with
SOAP messages from any application, portal, etc.,
written in any language, with any tools.
3

Anatomy of a Solution
 All solutions are created from a collection of managed items that
define various application features, behavior and functionality. In
Innovator, these templates are known as “Item Types”.
 In Object Oriented programming terms, the Item Type is similar to
the class definition, and the “items” metaphor is used to refer to the
class instances (objects) that are created from it.
 Some of Innovator’s out-of-the-box Item Types include:
 actions, forms, properties, reports, methods, workflow and lifecycle
maps, relationships, permissions, user and identity management, etc.
 You can also create your own user-defined item types:
 examples: ECN, ECR, BOM, Part, Widget, Tool, etc.

The Item Abstraction
 Everything in Aras Innovator is an Item:
 Which is an instance of an ItemType
• Which itself is an Item
o [ Aras Innovator is a 100% self describing system ]
 Items may have relationships to other Items:
 Items have structure (configurations)
 Relationships are defined by RelationshipTypes
• Which has three properties to define the RelationshipType rule:
– source (parent) Item
– related (child) Item
– relationship (described-by) Item
 RelationshipTypes are also ItemTypes
Can be sources of other relationships
4

Table Structure
ItemTypes map directly to Tables
ItemType Name = Table Name
Each Item is a row in the table
Properties are the columns
In addition to User Definable Properties there are
23 standard Properties (columns) that
describe every Item
Schema open and published
Reporting and data Batch Loading often
done at the table level
classification
config_id
created_by_id
created_on
css
current_state
generation
history_id
id
is_current
is_released
keyed_name
locked_by_id
major_rev
managed_by_id
minor_rev
modified_by_id
modified_on
new_version
not_lockable
owned_by_id
permission_id
state
4

Table Structure
Each RelationshipType
Has a companion is_relationship ItemType to
store the relationships Items
In addition to the 23 standard columns
(properties) there are additional properties to
describe the relationship
• source_id – the parent
• related_id – the child
• relationship_id – the Item that describes the
relationship
Plus the behavior property defines the
Configuration Management rule for the
relationship
• Fixed
• Float
source_id
related_id
relationship_id
behavior
4

Pause….

Aras Innovator
®
Basics
Items
Lifecycle
Default Lifecycle
View 1
Form
Lockheed
978-794-7643
A+
Item (ie. an instance)
Current State pointer
“Supplier”

Is_Versionable
Name
Telephone
Rating
…
ItemType
(ie. a business object)
Properties
Behaviors
4

Part
Item Type
definition
Attributes
defining various
characteristics
and behaviors
(displayed
across multiple
tabs)
Form (HTML)
and tabbed
area below
used to define
the Item Type
Aras Innovator® Basics
ItemType Editor
4

Aras Innovator
®
Basics
Relationships
ECN 123456
Description
Effectivity
Originator
…
ECN ItemType
PART 909011
Description
Effectivity
Originator
…
Generation
Major_Rev
Minor_Rev
PART ItemType
Field
Fin Goods

Raw

WIP
Fix / Float
AFFECTED PARTS ItemType
RelationshipType
4

Aras Innovator® Basics
Relationships Example
4

Aras Innovator
®
Basics
Identity Membership Management
Group Identity1
User Identity
Logon User
Group Identity2
Member
Member
Alias
Business Item
Part 123
Permissions
Engineers – G,U
Purchasing – G
Ron Regan – G,U,D
Creator – G,U,D,C
Owner – G,U
Manager – G,U,C
“Need-to-Know”
List
4

Aras Innovator
®
Basics
AML
4
Data and Transactions coded similarly
Simple syntax
100% of the Client   Server traffic is AML
100% of any transaction, interface, action can be
expressed in AML

Aras Innovator
®
Basics
Mapping Model to AML
ECN 123456
Description
Effectivity
Originator
…
ECN ItemType
PART 909011
Description
Effectivity
Originator
…
Generation
Major_Rev
Minor_Rev
PART ItemType
Field
Fin Goods

Raw

WIP
Fix / Float
AFFECTED PARTS ItemType
RelationshipType
4

<Item type=‘ECN’ action=‘get’ levels=‘1’>
<ecn_number>123456</ecn_number>
</Item>
<Item type=‘ECN’ id=‘A0019BF5D’>
<ecn_number>123456</ecn_number>
<description>This is an ECN</description>
<Relationships>
<Item type=‘Affected Parts’>
<related_id>
<Item type=‘Part’ id=‘9810AB89DE’>
<part_number>909011</part_number>
</Item>
</related_id>
</Item>
</Relationships>
</Item>
Client Requests
Server Response
4 Aras Innovator® Basics
Mapping Model to AML

Modeling
5

Modeling
A. RAD and Iterative Approach
B. Entity – Relationship
C. Data and Forms
D. UI tailoring, tips & tricks
E. Process Modeling
F. Scripting
5

Customizing
Model-based Engine Allows Real-Time,
Transportable Business Data/Process Model Changes
Rapid tailoring of forms, schema, access, lifecycles,
behaviors, workflows,…
All objects inherit the common classification, lifecycle,
workflow, effectivity, and CMII behaviors
Greatly simplifies the tailoring and interfacing tasks allowing
a more fluid IT systems development process that can
track with business changes, not lag behind them
Packaging allows transportation of solution extensions and
new applications as XML files
5A

E-R Modeling
Project
Activity Deliverable
FMEA
Control
Plan
Document
Drawing
Part
CC
Supplier
BOM
Tool
Mfg
Operation
Lot
Corrective
Action
ECR ECN
CAD File Mgt
System
federation
5B

UI approach
Data Model vs. UI
Default UI layout vs. Tailoring
5D

Innovator Client
TreeTree
JS
JS
StructureStructure
RoutingRouting
Innovator standard Client is
implemented as a set of C#
Web Form Controls sharing
a single XML-SOAP
communication port to the
server.
Beyond the simple, default
UI, nearly everything can be
tailored, using the Aras
controls and standard HTML
and AJAX.
Tree-TableTree-Table
TabTab
Button BarButton Bar
VaultVault
5D
Menu BarMenu Bar

Project - Workflow - Lifecycle5E
ECN 123456
Description
Effectivity
Originator
…
Lifecycle State
Workflow Activity
Permissions
Integration Events
CM Behaviors
Email Notification
People
Short Activities
Email Notifications

Lifecycle State
Workflow Activity
ECN 13456
Description
Effectivity
Originator
…
Part AAG
Description
Effectivity
Originator
…
CAPA 893
Description
Effectivity
Originator
…
Resource Planning
Long Activities
Scheduling
Many Deliverables
Email Notifications
Project WBS

Lifecycle State
Workflow Activity
Project WBS
All Item Instance Share the Map
Map is a template that is copied to create a unique
Process instance per Item Instance
Template is copied to create a unique
Project instance
All three work together…
… but it’s not a clear hierarchy

Scripting
Events
Client JS {embedded in Form or Methods}
Server VB.NET or C# {Methods}
Database SQL {SQL Items}
Business Logic can run in all 3 places
Developers choice….
5F

Federation
Innovator as a Service
Innovator as a Portal
Federated Properties
Federated Items
6

Other Clients
WorkflowServicesWorkflowServices
Web ServicesWeb Services
Web InterfaceWeb Interface
.NET UI Components.NET UI Components
ReportingReporting
Microsoft
Reporting
Services
Microsoft
Reporting
Services
Business Objects & ProcessesBusiness Objects & Processes
Data Access ComponentsData Access Components
O-R MappingO-R Mapping CacheCache
SecurityServicesSecurityServices
LifecycleServicesLifecycleServices
VaultingServicesVaultingServices
FederationServicesFederationServices
Files
ADO.NET Data AccessADO.NET Data Access
System Definition
Process Definitions
Object Definitions
Business Objects & Processes
Business Logic
Database EventServicesEventServices
Innovator Object ModelInnovator Object Model
Outlook Word Excel Project SharePoint
Web PartsWeb Parts
X M L / S O A P
Client Side
Server Side
SharePoint
Files
SharePoint Portal ServerSharePoint Portal Server
MOSS
Microsoft Office
SharePoint Services
MOSS
Microsoft Office
SharePoint Services
XML/SOAP
XML/SOAP
.NET Integrations
ADO
ODBC
Flat File
Direct API
Other Systems
Meta Data ManagementMeta Data Management
ConfigurationServicesConfigurationServices
Solution StudioSolution Studio
ClassificationServicesClassificationServices
SearchServicesSearchServices
Transaction MgtTransaction Mgt
6
Federation

Federation
Connection Technologies
Web Services (XML / SOAP )
API (.NET languages)
ODBC (direct database)
6

Packaging
Solution / Customization Packaging
Identify Solution components in the UI
Import + Export tools
Merging process
For Upgrades
For Dev – Test – Production migrations
For Solution Sharing (Community)
7

Reporting
On-line forms and grids
XSLT reports
Microsoft Reporting Services
Dashboards
8

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Editor's Notes