BMIDE

HANDBOOK
List of moules use in industry

1. Data Model Customization

 Object Types: Define custom object types (e.g., Parts, Documents,
Change Requests) to represent business entities.
 Attributes: Create custom attributes (e.g., Cost, Supplier, Material) to
store additional information.
 Relationships: Define relationships between objects (e.g., Part-Document,
Part-Supplier).

2. Lifecycle and Revision Management

 Lifecycle Templates: Define lifecycle states (e.g., In Work, Released,
Obsolete) and transitions for objects.
 Revision Rules: Configure rules for managing revisions and versions of
objects.

3. Workflow and Process Management

 Workflow Templates: Create custom workflows for processes like
Engineering Change Management (ECM), Approvals, and Reviews.
 Handlers and Tasks: Define custom handlers and tasks to automate
workflow steps.

4. Access Control and Security

 Access Policies: Define role-based access control (RBAC) policies for
objects, attributes, and datasets.
 Organization Structure: Model organizational hierarchies, user roles, and
groups.
5. Classification and Standardization
 Classification Hierarchy: Create classification hierarchies to categorize
objects (e.g., Parts by Material, Documents by Type).
 Standard Attributes: Define standard attributes for consistent data entry.

6. Integration with External Systems

 ERP Integration: Map Teamcenter data to ERP systems (e.g., SAP) for
seamless data exchange.
 CAD Integration: Define data models for integrating with CAD tools
(e.g., NX, SolidWorks, CATIA).

7. Reporting and Analytics

 Report Templates: Create custom report templates for extracting and
analyzing data.
 Queries and Searches: Define custom queries and saved searches for
efficient data retrieval.

8. User Interface Customization

 Forms and Views: Customize forms and views in Active Workspace or
the Rich Client for better user experience.
 Toolbars and Menus: Add custom toolbars and menus for frequently used
actions.

9. Data Migration and Import/Export

 Import/Export Templates: Define templates for importing and exporting
data from external systems.
 Data Mapping: Map source data to Teamcenter data models during
migration.

10. Validation and Rules

  Validation Rules: Define rules to validate data entry (e.g., mandatory
fields, value ranges).
 Business Rules: Implement business logic for automated decision-
making.

11. Multi-Site and Multi-Tenancy

 Site Configuration: Configure data models for multi-site deployments.
 Tenant Management: Define data models for multi-tenant environments.

12. Change Management

 Change Objects: Customize change objects (e.g., ECR, ECO) and their
attributes.
 Impact Analysis: Define rules for analyzing the impact of changes on
related objects.

13. Supplier and Procurement Management

 Supplier Data Model: Define data models for managing supplier
information.
 Procurement Processes: Customize workflows for procurement and
sourcing.

14. Manufacturing Process Management

 MBOM (Manufacturing BOM): Define data models for managing
manufacturing BOMs.
 Process Plans: Customize process plans and work instructions.

15. Service and Maintenance Management

 Service Objects: Define data models for managing service and
maintenance data.
 Maintenance Workflows: Customize workflows for service requests and
maintenance tasks.
16. Compliance and Regulatory Management
 Compliance Attributes: Define attributes for tracking regulatory
compliance (e.g., RoHS, REACH).
 Audit Trails: Configure audit trails for tracking changes and approvals.

17. Digital Twin and IoT Integration

 Digital Twin Models: Define data models for creating and managing
digital twins.
 IoT Data Integration: Customize data models for integrating IoT data
from sensors and devices.

18. Document Management

 Document Types: Define custom document types (e.g., Specifications,
Manuals).
 Version Control: Configure versioning rules for documents.

19. Project and Program Management

 Project Objects: Define data models for managing projects and programs.
 Task Management: Customize workflows for task assignments and
tracking.

20. Quality Management

 Quality Objects: Define data models for managing quality-related data
(e.g., Non-Conformance Reports, CAPA).
 Quality Workflows: Customize workflows for quality assurance
processes.

These BMIDE modules are widely used across industries to tailor

Teamcenter PLM to specific business needs. By leveraging these modules,
organizations can optimize their PLM processes, improve data
management, and enhance collaboration across teams.
Beginner-Level Questions
1. How do you create a new Item in Teamcenter?
Answer:
To create a new Item in Teamcenter:
1. Open Active Workspace or the Rich Client.
2. Navigate to the folder where you want to create the Item.
3. Right-click and select New > Item.
4. Fill in the required attributes (e.g., Item ID, Name, Description).
5. Save the Item.

2. How do you upload a file (Dataset) to an Item in Teamcenter?

Answer:
To upload a file:
1. Open the Item in Active Workspace or the Rich Client.
2. Right-click on the Item and select Add > Dataset.
3. Choose the dataset type (e.g., PDF, CAD file).
4. Browse and select the file from your local system.
5. Upload and save the dataset.

3. What is the purpose of a BOM (Bill of Materials) in Teamcenter?

Answer:
A BOM in Teamcenter represents the hierarchical structure of a product,
listing all the components and subassemblies required to build it. It is used
for:
 Product design and manufacturing.
 Managing dependencies between components.
 Tracking changes and revisions.
4. How do you search for an Item in Teamcenter?
Answer:
To search for an Item:
1. Open Active Workspace.
2. Use the Search Bar at the top.
3. Enter keywords, Item ID, or other attributes.
4. Apply filters (e.g., Item type, date range) to narrow down results.
5. Click on the search result to open the Item.

5. How do you check the status of a Workflow in Teamcenter?

Answer:
To check the status of a Workflow:
1. Open the Workflow tab in Active Workspace.
2. Locate the Workflow in the list.
3. View the current status (e.g., In Progress, Completed, Rejected).
4. Click on the Workflow to see detailed task information.

6. How do you revise an Item in Teamcenter?

Answer:
To revise an Item:
1. Open the Item in Active Workspace or the Rich Client.
2. Right-click and select Revise.
3. Choose the revision level (e.g., A, B, C).
4. Update the attributes or datasets as needed.
5. Save the revised Item.

Intermediate-Level Questions
1. How do you create a custom workflow in Teamcenter?
Answer:
To create a custom workflow:
1. Open Workflow Designer in Teamcenter.
2. Create a new workflow template.
3. Define tasks, handlers, and transitions.
4. Configure conditions, notifications, and deadlines.
5. Deploy the workflow to the Teamcenter environment.

2. How do you manage user roles and permissions in Teamcenter?

Answer:
User roles and permissions are managed using Organization Manager:
1. Define roles (e.g., Designer, Approver, Viewer).
2. Assign users to roles.
3. Use Access Manager to set permissions for folders, Items, and
datasets.
4. Test and validate permissions to ensure proper access control.

3. How do you integrate Teamcenter with CAD tools like NX or

SolidWorks?
Answer:
To integrate Teamcenter with CAD tools:
1. Install the appropriate CAD adapter (e.g., NX Manager, SolidWorks
Integration).
2. Configure the adapter settings in Teamcenter.
3. Map CAD metadata to Teamcenter attributes.
4. Enable bidirectional synchronization for data exchange.

4. How do you handle engineering change requests (ECR) in Teamcenter?

Answer:
To handle ECRs:
 1. Create a new Change Object (e.g., ECR, ECO) in Teamcenter.
2. Attach affected Items and datasets to the Change Object.
3. Route the Change Object through a predefined workflow for review
and approval.
4. Implement the approved changes and update the affected Items.

5. How do you export data from Teamcenter?

Answer:
To export data:
1. Use the Export utility in Teamcenter.
2. Select the Items, datasets, or BOMs to export.
3. Choose the export format (e.g., XML, Excel).
4. Specify the destination folder and run the export process.

6. How do you manage revisions and versions in Teamcenter?

Answer:
Revisions and versions are managed as follows:
 Revisions: Created for major changes (e.g., A, B, C).
 Versions: Created for minor changes within a revision (e.g., A.1, A.2).
 Use the Revise and Save As options to create new revisions and
versions.

Advanced-Level Questions
1. How do you customize the Active Workspace interface?
Answer:
To customize Active Workspace:
1. Use the Active Workspace Configuration Center.
2. Create or modify role-based workspaces.
3. Add or remove widgets, tabs, and filters.
 4. Deploy the customized interface to users.

2. How do you optimize Teamcenter performance for large datasets?

Answer:
To optimize performance:
1. Use database indexing and partitioning.
2. Implement caching mechanisms for frequently accessed data.
3. Distribute workloads across multiple servers.
4. Regularly monitor and tune system performance.

3. How do you migrate data from an old PLM system to Teamcenter?

Answer:
To migrate data:
1. Analyze the source data and map it to the Teamcenter data model.
2. Use BMIDE to define the target data structure.
3. Extract data from the source system and transform it as needed.
4. Use Teamcenter's Import/Export utilities or custom scripts to load
the data.
5. Validate the migrated data for accuracy and completeness.

4. How do you integrate Teamcenter with ERP systems like SAP?

Answer:
To integrate Teamcenter with SAP:
1. Use Teamcenter Integration for SAP or custom SOA services.
2. Map data fields between Teamcenter and SAP.
3. Configure middleware or connectors for bidirectional data exchange.
4. Test and validate the integration to ensure data accuracy.

5. How do you handle multi-CAD environments in Teamcenter?

Answer:
To handle multi-CAD environments:
1. Install and configure CAD adapters for each CAD tool (e.g., NX,
SolidWorks, CATIA).
2. Map CAD metadata to Teamcenter attributes.
3. Enable bidirectional synchronization for data exchange.
4. Use a common data model to ensure consistency across CAD tools.

6. How do you implement a global PLM strategy using Teamcenter?

Answer:
To implement a global PLM strategy:
1. Standardize processes and data models across all locations.
2. Use a centralized Teamcenter instance with distributed servers for
performance.
3. Implement role-based access control and data security policies.
4. Train users and ensure consistent adoption across teams.

7. How do you troubleshoot a failed workflow in Teamcenter?

Answer:
To troubleshoot a failed workflow:
1. Check the workflow logs for errors or warnings.
2. Identify the task or handler that caused the failure.
3. Review the input data and conditions for the task.
4. Fix the issue (e.g., update data, modify conditions) and restart the
workflow.

8. How do you automate repetitive tasks in Teamcenter?

Answer:
To automate tasks:
1. Use Workflow Designer to create automated workflows.
 2. Write custom scripts using ITK or SOA.
3. Schedule tasks using the Dispatcher Service.
4. Use BMIDE to define rules and constraints for automation.

9. How do you ensure data security in Teamcenter?

Answer:
To ensure data security:
1. Use Access Manager to define role-based access controls.
2. Encrypt sensitive data at rest and in transit.
3. Regularly audit user permissions and system logs.
4. Implement multi-factor authentication (MFA) for user login.

10. How do you upgrade Teamcenter to a newer version?

Answer:
To upgrade Teamcenter:
1. Review the release notes and compatibility requirements.
2. Backup the existing database and file system.
3. Install the new version and migrate the data.
4. Test the upgraded system for functionality and performance.
5. Train users on new features and changes.
Primary &secondary storage class concepts

Primary storage BO Secondary Storage BO

Properties:
LOVS IN BMIDE
NAMEING RULE