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CASE:CASE: Kokemuksia toimittajien liittämisestä Kokemuksia toimittajien liittämisestä yrityksen tuotetiedonhallintajärjestelmäänyrityksen tuotetiedonhallintajärjestelmään

Nykyinen toteutus

Kokemuksia järjestelmän toimivuudesta

Haasteita ja tulevaisuuden suunnitelmia

Matti Eskola First KONE WWW ApplicationSystems Manager

Engineering Systems

EDMS Web http://edmsweb.kone.com/

ExtEDMS https://extedms.kone.com/extedms/

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� Start 1992 - TEKES Project� Production 1994

o HP-UX, Informix, X11

� EDMS Web 1995 October� JAVA User interface 1998� HP-UX � Linux 2001� Informix � PostgresSQL

KONE EDMSKONE EDMSHistoryHistory

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KONE EDMS KONE EDMS 20062006--0505--0101StatisticsStatistics

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KONE EDMS KONE EDMS 20062006--0505--0101StatisticsStatistics

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KONE EDMS KONE EDMS 20062006--0505--0101Objects of documentsObjects of documents

Document types come and goFrom history:1) Software Report2) PCR3) Pension request4) Retierement request5) Termination request6) Escalator Drawing

User privileges per document type:1) reader2) writer3) locker4) administrator

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KONE EDMSKONE EDMSSubcontractorsSubcontractors

� ALTE, JanaSystems, Scanfil, Elcoteq,Laakkosen konepaja, Metallilaite, GMSV,Janavalo, Wittur, Konette, Etteplan

� ExtraNet application for subcontractors:o ExtEDMS - shows documents in EDMSo Later developed further to support

almost every function of EDMS Web� Also other interface are available

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KONE EDMSKONE EDMSDifferent towns of subcontractorsDifferent towns of subcontractors

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KONE EDMSKONE EDMSLess OpenLess Open

� Guest user was closed 24.05.1999� Registered users can see document life

cycleso Registered users can see versions in states

• Draft, Ready, Checked, Approved

o Registered users can see attribute values and make queries

� Others will see nothing� The first subcontractor created at 1994-10-19

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KONE EDMSKONE EDMSPassword and ACGPassword and ACG

� Password also for WWW userso All EDMS User Interfaces require password

� ACG (Access Control Group)o Document owner (Person_in_Charge) can specify:

• who can view and change• who can check and approve

o Others can see Meta Data but not actual files• e.g. Document ID, Title, Latest version, contact person

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KONE EDMSKONE EDMSAccess Control Groups Access Control Groups –– more than 850 more than 850

� Readers can read approved versions� Special readers can read draft, ready, checked and approved

version� Proto readers � Pilot readers� Changers� Checkers� Approvers

� Person_in_Charge - only one can be� Modifiers

� Users are in different roles in ACGs

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KONE EDMSKONE EDMSWhat can Subcontractors view / do?What can Subcontractors view / do?

� Currently, almost everyone who really makes drawings is a subcontractor.

� Many sit in KONE offices and many sit in its own office� In addition they move between offices� Usually when sitting KONE office they have same user

privileges as KONE users.� But when working in their own office subcontactors can

view ONLY the documents specified by someone in KONE� User name in Other_users attribute then the user can view

the document. � Other privileges are based on user privileges and ACGs

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KONE EDMSKONE EDMSHow to manage Subcontractors?How to manage Subcontractors?

� Often subcontractors are in User Groups UG� E.g. alte-users include everyone working in ALTE Engineering

office in Hyvinkää� When added alte-users in Other_users attribute it means that

every Alte person can view the document.� Currently, elevator delivery is split in 14 modules � there are

several vendors in each module.� E.g. Mod9_vendors� Designers know that a part / document belong in module 9. So,

they add Mod9_vendors in Other_users attribute� Purchase department shall know the current vendors of each

module. So, they maintain the member list of each User Group.� This is an important object for easy administration!

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KONE EDMSKONE EDMSHow to manage Subcontractors?How to manage Subcontractors?

� Passwords are changed annually - minimum

� Confidentiality Agreement is signed by the vendor company� This takes sometimes a long time

� We require that the subcontractor has FIX = officially registered IP Number

� This requirement has been a real challenge. At the moment there are several Chinese vendors who cannot get officially registered IP numbers.

� Protocal: https (Port 443)

� IP Number is sometimes changed. The vendor will notice it after the change and Nothing works in many weeks!

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KONE EDMSKONE EDMSSubcontractorsSubcontractors

� They usually know very little on IT Technology. o IP Number ??o Cache memory??

o http / https ??o Who is its Network / LAN Service provider ?o

� We have Firewall team in Brussels and PDM team in Hyvinkää

� Trouble shooting help:� http://www.kone.com/extedmsinfo

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KONE EDMSKONE EDMSChallengesChallenges

� Usually, no training�

� Challenge to understand states:� Document states: active, retired, longterm_archived, terminated� Version states: draft, ready, checked, proto_approved,

pilot_approved, approved� Part revisions: draft, ready, checked, proto_released,

pilot_released, released

� Versioning of KONE:o en.-.1 fi.-.1 fr.-.1o en.A.1 fi.A.1 fr.A.1

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KONE EDMSKONE EDMSChallengesChallenges

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KONE EDMSKONE EDMSChallengesChallenges

� There can be several subdocuments

o Pages

� There can be several representations

o Native fileo Viewing file for free viewers

� Interchangeabilityo Finnish way ?

o American way o Technology level

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KONE EDMSKONE EDMSEDMS MailerEDMS Mailer

� Users can order mail message if there are new approved versions

o Documents supported are:• Technical Instructions, Drawings, Certificates• Change Requests, Parts

o Messages are sent: once a day, once a week, once a fortnight or once a month

o Messages include links to the files

� Also Subcontractors can receive mails BUT someone in KONE side shall activate it.

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KONE EDMSKONE EDMSEDMS MailerEDMS Mailer

� Members of User Group can get mailer notifications = Push mail

� Person_in_Charge specifies: o Documents and o users and o how often to check and send mailer messages.

� Subcontractor is responsible to update the latest versions via ExtEDMS

� A problem: Too many mails if search option is: Check and report all drawings visible to the vendor.

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KONE EDMSKONE EDMSChallengesChallenges

� If a subcontractor creates documents there is a challenge that they disappears in “Black hole” because use name is not in Other_users attribute

� Now Creator is added automatically in Other_users attribute

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KONE EDMSKONE EDMSChallengesChallenges

� Wittur has its own DB for its documents. � Documents of KONE are updated weekly to EDMS via

automatic interface� Challenges:

o Parent version in EDMS shall be approved if a child version is created

o In a week time a new version could have created in KONE

o Language version: KONE usually English but WitturGerman version.

o KONE has used Vertex format (VTX84) but WitturAutoCAD (DWG)

o Does Wittur use same AutoCAD setup as KONE?o Solution: Save native file AND VIEW file e.g. PDF

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KONE EDMSKONE EDMSChallengesChallenges

� KONE persons have EDMS Web view to our product data

� Subcontractors have ExtEDMS view to KONE product data

� The views have several differences�

� That is why some KONE users have special user account to see the same view as the subcontractors - or they know password of the subcontractor

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KONE EDMSKONE EDMSOther help for subcontractorsOther help for subcontractors

� We have used reverse proxy to show some KONE applications to joint ventures or other vendors

� The following shall be set correctly to access the application:

o EDMS Account as subcontractoro EDMS Passwordo Coming from Fix IP numbero Special EDMS user privilege will open the link to the

application – e.g. sbb-order-usero Usually, the application has its own user account and

password checkingo Often, these companies have later joined KONEo Rumours: Wittur will a KONE Company again.

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KONE EDMSKONE EDMSSpecial cases of subcontractorsSpecial cases of subcontractors

� Who has the real responsibility? o The company can approve changes!

� Now Wittur produces Wittur parts and KONE parts. If a part is a KONE part then someone from KONE can approve changes.

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� Many workers of Alte were forced to move from KONE office to their own office. They should have access to ALL KONE applications. However, from there they can access EDMS only as subcontractors. There are several interfaces: 1) ExtEDMS, 2) JAVA interface, 3) CAD interfaces.

� 2 and 3 were closed because of miscommunication.