Transcript SP7c - Reports - Smartware Technologies

Studio360 Overview
How to standardize, simplify, & streamline your
most valuable product… your knowledge
Lonnie Caroon – Standards, Applications and Solutions Manager
Schneider Electric – Buildings Americas
What is Studio360? Design360? Esitmate360?
● Studio360 – Where you store it…
● Automated file management tool for all project information
● Estimate360 – Where you price it…
● Used to create complete estimates for systems including Parts, Labor, and
Subcontracts
● Design360 – Where you create it…
● Used to create submittal, installation, record drawings
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Engineering Platform Architecture
Studio360
•Global Parts
•User Licenses
•New Builds
•Office Parts
•Office Data
•Project Data
•User Parts
•Office Parts
•User Library
•Library Files
•Project Files
Schneider Electric – Buildings Americas
Studio360 +
Estimate360 +
Design360
•Templates
•Reports
•Std Systems
•Office Files
•Templates
•Project Files
•Standard Project Directory Structure
•File Versioning / Backup
•Online / Offline Sync
•Project File Archiving
•User Roles / Permissions
•Search & Reuse Project Solutions
•Search & Reuse Standard Systems
•Automatic Parts / Pricing / PDF Updates
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Shortcuts
● File
● Launches Studio360 in background – upload file to server when finished
● Folders
● Launches Studio360 server project open to the folder
● Projects
● Launches Studio360 server project open to the root folder
● Servers
● Launches Studio360 Open Project Windows – choose from any project
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Remote Login
● Share projects files and resources between offices / locations
● Does not require Box, Dropbox or other FTP services
● Must be on same network or VPN
● Time saving access
● Shortcuts
● Favorite Projects
● Recent Projects
● Must be give permission to login to other branches
● User can request access / admin adds permission
● Selective permissions model – share or hide as needed
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Opening Projects
● Local / Server
● Online / Offline
● Filters
● Project types
● Project groups
● Search
● Recent Projects
● Adjustable
● Favorite Projects
● Any project
● Any server
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Project Folder Templates
● Create standard folder structures for all projects
● Separate templates based on job type
● Find files in common locations
● Reflect business processes: sales to service
● Include:
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Tasks lists
Documents / links
Shortcuts
Project properties
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Project Properties
● Enter data once – reuse throughout the project
● Minimize mistakes
● Auto populate:
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Reports
Letters
Submittal documents
Schedules
Any MS Word, Excel or Visio file
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Document Version Control
● Keep all project files in one central location
● Keep each file safe using version control
● Ensures working with latest and greatest
● Great for team collaboration
● Reduces risk of “losing” work
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File conflict resolution
Lock files / folders
View previous versions
Recycle bin / recover
Server storage of deleted files
● Enables business process quality
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Custom Templates
● One copy of office templates – distribute to all users
● Keep users up-to-date, no user actions
● Right click – Add new files
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General files (letterhead)
Based on folder name or type
Organize templates with folders / subfolders
Maintain file naming standards – create as “file name”
● Auto populate templates with project properties
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Searching for Documents
● Quickly locate files in a project
● Can do a simple search on file name
● Advanced search on multiple criteria
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File size
File type
Modified date (before and after)
Specific text (in filename)
Document state (Preliminary, Submitted, etc.)
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Storing Emails
● Emails are project documentation
● Often end stuck in someone’s inbox
● Store in Studio360 Email tab
● Available to all users (permissions)
● View messages and attachments
● Search subject, author, or body for keywords
● cc: project for automatic routing to folder
● Drag and drop
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Parts Database
● Global parts database (PREP)
● Available in iPortal
● Schneider Electric manufactured
● Strategic vendors
● What is the database?
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~25,000 + parts
Manufacturer / vendor information
Part status
Alternate parts
Current pricing
Current PDF documents
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Searching The Database
● Tools -> Browse Parts
● Search Filters
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Keywords
Part Number
Manufacturer
Vendor
Categories
● Criteria Filters
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Top parts – branch favorites
Current parts – no obsolete
Tested parts – tested with Design360
SE Strategic Parts
●SE Manufactured
●Strategic Vendors
● SE Rating
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Part Information
● Select part from filter results
● Right click – View Part
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Description
Part status
Alternate part
Vendor information (pricing)
PDF files (double click)
Estimating factors
Misc. fields (dimensions, certifications, etc.)
SE Branch Pricing (SE branches only)
● Copy to Clipboard
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Part number
Description
Mfg list price
Vendor Price
Entire Row
● Right click – View PDF
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Task Lists
● Create a task list for each project
● Apply tasks to project template
● Tasks assigned to folders
● Monitor task completion
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Not started
In Progress
On Hold
Waiting for someone
Process Exception
Complete
● Assign to S360 users (notification future)
● Run complete Excel reports to see task progress
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Multi File Libraries (MFLs)
● Simplify the search process
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Common nomenclature system
Single source search tool
Search across business unit or company
Search by criteria, equipment, customer, or capability
● Multi File Library is a container for any file type
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Design360 and/or AutoCAD drawings
Sequences
Graphics
Application programs
Start-up / commissioning docs
Estimates
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Finding Proven Solutions
● Search solutions based on:
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Keywords
Categories
General Criteria
Equipment
Features
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MFL System List
● Contains a list of all systems
● Search to narrow list
● Compare libraries to see differences
● All files on local workstations
● Enterprise and office distribution
● New uses:
● Distribute Drawing Standards
● Standard VAV Applications
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MFL System Contents
● Design360 drawing
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System diagram
Controller wiring
Device / wiring details
Panel Layout
Sequence of operation
Sequence of operation (Word)
Roll up bill of material
Checkout sheet
System point list
Preview image
Estimate360 export
● Parts
● Points
● Application file export
● Program binding template
● IO binding template
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Getting the SE Multi-File Libraries
● Smartware hosts files
● Office admin downloads files
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Admin -> Parts Database
File -> Dashboard
Other Distributables tab
Click arrow
● Users choose content
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Tools -> Options
Local Files tab
Download Options …
Select SE Multi-File Library Files
● Videos
● Updating the parts database
● User selection of downloadable files
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Estimate360
● Create Estimates By System
● Easy to duplicate
● Easy to re-use
● Add System Parts
● Add System Points
● Add System Labor
● Compare Estimates with Design
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Valve / Damper Schedules
● Valve selector tool
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5000+ valve assemblies
Cv calculator
Choose on valve properties
Choose on actuator properties
Pictorial of parts
Right click on part for more info
● Valve schedules
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Populated from valve selector
Advanced calculations
Part of project
Available for BOM reporting
Order in iPortal with tags
Damper schedule similar
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Design360
● Separate module – license added to
Studio360
● MS Visio 2003 / 2007 / 2010 / 2013
● D360 Templates
● Table of contents
● System diagrams
● Custom templates (SE custom templates
available)
● Stencils / Shapes – Drag and Drop
● Default shapes
● Custom shapes (SE Custom shapes available)
Schneider Electric – Buildings Americas
● Used to create:
● Airflow / piping diagrams
● Controller diagrams
● Wiring / device details
● Installation details / standards
● Panel drawings
● Floorplans
● Valve / damper / airflow schedules
● Assemble / print PDFs
● Reports
●BOM
●Checkout sheets
●Point lists
●iPortal imports / purchase requisitions
●SmartStruxure IO import
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System Diagrams
Depicts Required Wire
Conductors
Indicates Relative
Position of Devices
Sensor Shapes are
assigned to Controllers for
easy wiring configuration.
Indicates Controller
Location and
Terminations
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Indicates Wiring
Terminals
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Controller Diagrams
● Product Lines supported
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SmartStruxure AS & IO
Contiuum b3 and i2
Vista
IA Series – MNB, MNL, NW8k, DMS
I/Net
SE Room Controllers – SE7000 & SE8000
SmartStruxure Lite
● Automation
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Auto Insert
Power configuration / wiring
Resistors / DIP switch / Jumpers
More…
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Controller Configurations
Controller power –
correct every time
Choose LAN order
from a list of
controllers
Update point names, point
type (0-10V, 4-20 ma,
Thermistor…), shield
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IO configured
automatically or entered
manually
Include transformer wiring
or show at device
Automatically configures DIP
Switches, Jumpers and
Resistors based on point type
Choose between Current or
Connect IO Modules from list
Voltage outputs
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Misc Drawings
● Panel Drawings
● Scaled controllers and devices
● BOM compatible
● SE Custom Shapes
● Wiring / Device Details
● Ladder logic
● Installation details
● Sequences of Operation
● Import from MS Word
● Roll up BOM
● Import from BOM report
● Table of Contents
● Automatic / configurable
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Design360 Automation Tools
● Update Bill of Material
● Automates BOM – no more manually counting parts
● Valve selection tool
● Quickly create valve schedules
● SmartStruxure power supply calculator
Device
Qty Part Number
Description
Manufacturer
---------------------------------------------------------------------------------------------------------------------------------------------------CSR1
1 VER-H608
CURRENT SWITCH N.O. SPLIT CORE
Veris Industries
DA1-3
3 MS41-7073
DURADRV ACT ELEC SR 0-10 VDC
Schneider Electric
DPS1
1 AFS-262
Air Pressure Sensing Switch wi
Schneider Electric [AFS-262]
R1-2
2 VER-V100
RELAY ENC SPDT 10-30AC/DC, 120
Veris Industries [V100]
TLL1
1 TC-5241
LOW LIMIT, MAN. RESET 20' ELEM
Schneider Electric
TS2-4
3 ETD500-12
TEMP SENSOR DUCT BOX 10KT3 12"
Schneider Electric [ETD500-12]
TS1
1 TTS-SD-LCD-B-1
SMART SENSOR, LCD DISPLAY, 10K
Schneider Electric
● Maximize IO modules – no more “best guess”
● Error checking
● Automates identifying common mistakes
● Automate materials management
● Import iPortal shopping carts
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Network Tree
● Model of BAS and IP network
● Each controller object stores:
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Addressing information
Application files & graphics store
Tasks / notes / emails / files
Passwords
● Instantly generate Network Drawings
● Store workstation backup or entire site
● Combine client projects into one network
● Import Continuum .dmp files to build tree
● Add controllers to network easily
● Document existing client networks
● Invaluable tool for SmartStruxure transitions
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Reports
● Bill of Material
● Material cost
● Recommended Alternatives
● Checkout sheets
● System point list
● Point statistics
● SmartStruxure IO
● Custom reports
● Select any default and modify
● Use standard fields from project
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Part Ordering
● iPortal Shopping Cart
● Manual Purchase Requisitions
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Design360 Tools
● Page Wizard
● Select drawing to include
● Rearrange page order and update #s
● Updates Visio drawings automatically
● Table of Contents
● Generate TOC drawing quickly
● Valve Legend
● Generate a piping detail for each type of valve
● Gather PDFs
● Quickly assemble all PDFs from BOM
● PDFs updated from database
● Copy to folder or zip / print to PDF
● Print Manager
● Send to printer in drawing order
● Create PDF in drawing order
● Revision Notes
● Add / annotate drawing revision
● Remove revision bubbles quickly
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Submittal Generator
● Generate a PDF electronic submittal including:
● Any document in the project
● Any drawing or selection of drawings
●Order specified in Page Wizard
● Run and “print” any report (checkout sheets, BOM, etc.)
● Part PDFs from hardware engineering
●Specify order and grouping
● Features of the electronic submittal
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Output to a single pdf file
PDF bookmarks to pages and section
Section pages and dividers with or without TOC
Overall page numbering scheme for entire package
Re-generate quickly if individual docs change
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Maximize Your Savings
● Full SE Branch adoption in 2012
● 10% Savings on Total Hours/Point on 360 Projects vs all other Projects
● Savings in Hardware Design
● Automated Design tools
● There was a learning curve
● Savings in Field Labor
● Consistent Drawings
● Accurate Solutions eliminate re-work
● Up-to-date data
● Savings on Management
● Less time coordinating and correcting issues between field, install, and Engineering
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How to Get Started
Purchase or
Designate Server
Hardware
● Contact Smartware for
Hardware requirements
● Existing multi-use
Server vs. Dedicated
Server
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Appoint an IT
Administrator
Appoint an Office
S360 Administrator
● Install the software on
your server
● Create, configure and
manage the SQL Server
database
● Create, configure and
manage the shared
folder on your file server
● Set up file server
permissions
● Install the software on
Workstations
● Create and manage
User Accounts and
Permissions
● Manage and issue
Workstation License
codes
● Manage, customize and
add to the Parts
Database
● Manage and control
software updates for
other users
● Create and distribute
custom templates for
Design360
Determine Users and
Roles
● Quantity of Licenses
Required
● Type of Licenses
required
● Group Permission
definitions
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Order and Implement
● Pricing
● Setup Fee - $500 (one time per company)
● Studio360 (required on all workstations)
● $300/user up-front
● $60/year renewal
● Design360 (optional)
● $1,000/user up-front
● $225/year renewal
● Estimate360 (optional)
● $1,000/user up-front
● $225/year renewal
● Ordering
● Studio360 required; Design360 and Estimate360 additional modules
● Free upgrade from Designer Suite 2005 to Design360
● Contact Smartware directly ([email protected])
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Training is Available
● Schneider Electric Technical Training
● Online Studio360 Basics
● 3 hour webinar
● available monthly
● Online Estimate360 Basics
● 3 hour webinar
● available monthly
● Design360 Project Design & Engineering
● 5 day Instructor led course
● available quarterly
● Register in the Buildings Business Training Center
● https://se-buildings-lms.csod.com/catalog/SearchAdvanced.aspx?dept_id=566
● Example Project Files
● Available at www.smartwaretech.com
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Ongoing Support
● Support
● Smartware Technologies
● Administrator guide available: Studio360 Help menu and smartwaretech.com
● User guides available: Studio360 Help menu and smartwaretech.com
● [email protected] (716) 213-2222
● Schneider Electric
● Area360 Americas - http://buildingscommunity.schneider-electric.com
● Area360 Quick Help - http://buildingscommunity.schneider-electric.com/community/bms/area360/quick-help
● MFL / Custom Stencils / Templates – [email protected]
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In Summary
● Studio360 is ready today
● Tools, processes and training are constantly improving
● Schneider Electric and Smartware are partnered for your success
● You can begin immediately to:
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Automate the mundane
Improve quality and consistency
Reduce cost and cycle time
Protect and share information
Store proven solutions and reuse easily
Increase face time with your customers
React quickly to new product offerings
Standardize, simplify, & streamline your most valuable asset…
your knowledge
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