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Teamcenter Integration for Microsoft Office

Documents created with Microsoft Office applications can easily and efficiently be used within either the Office application or the Teamcenter environment. Office is one of the most widely-used application suites by Teamcenter customers. Embedding Teamcenter into Microsoft Office applications allows users access to Teamcenter data from within the application – exposing Teamcenter relationships, navigation and other functionality with all Teamcenter access and workflow management in effect.

The Office client also supports the re-use of data between different Office files – either by links or by embedding data. This interface provides easy-to-learn-and-use document-management functionality in Teamcenter for non-PLM users, enabling them to work in a familiar environment they know and understand – the Office suite of applications, including Excel, Outlook, PowerPoint and Word.

Not all users need to be immersed in PLM terminology and practices, yet because of the close Teamcenter integration with Office applications, everyone involved in the development process can contribute to product development by working with Word documents, PowerPoint slides and Excel files. System administrators can create templates and naming conventions, list values for document attributes and more to simplify end user efforts, thereby increasing the value of such documents.

Commenting on documents

Teamcenter allows you to manage the markup of Office documents as well as PDFs. Microsoft Office and PDF files can be routed through a workflow. Multiple users can concurrently add and delete comments, modify comment text and types, and view others’ comments without having to wait for those who have checked out the same file to check it back in. The document can also be sent out for review externally and then checked back into the system. Reviewer comments can then be managed within Teamcenter by the author.

You can revise your document according to reviewer comments as well as manage markups from external vendors or sources. Markups retain the integrity of the original document while allowing reviewers to comment.

Comments are managed in Teamcenter as separate objects, related to the original file being reviewed. In Teamcenter, the ability to generate a report, including disposition of the reviewers’ comments, is available in the Microsoft Office document. Clicking the report button creates a related file in Excel, which contains each comment in the Word file, who made it and when, as well as how the original author responded to those comments, allowing you to retain comment and markup trails to meet internal and regulatory requirements for retention history.

Additionally, with a Teamcenter Active Workspace document, annotation and graphic markups can be made on PDF files from a browser on a web device.

Consistent and accurate metadata

Teamcenter provides attribute exchange for Microsoft Office files, enabling you to update property information in Teamcenter or in Microsoft Office fields and properties within the document. You only enter the data once from a single location. Eliminating the reentry of data means less work for your users plus improved content quality and consistency.

The exchange supports formal, administrator defined property exchange and user ad hoc property/attribute exchange. You can move Teamcenter attributes to the file properties, file properties to Teamcenter, or make sure each is synchronized regardless of where the change originated. This exchange enables prepopulated templates to enable users to rapidly create their documents. It allows for parts information to be automatically populated in documents based on Teamcenter relationships to the template. It provides the ability to automatically capture and update author or revision information based on workflow states and authors.

Print management

The dreams of a paperless society notwithstanding, printing continues to be a part of everyday life. You can print individual or batches of files from the Teamcenter interface without opening the files. You can also add stamps in the form of footers, headers or banners, as well as simulated watermarks. Typically screened across each page, such watermarks make it clear that the document is confidential, a draft, etc. Distribution statements related to specific revisions, groups or projects can be added automatically.

Digital rights management

Digital rights management (DRM) is a major concern for many companies. DRM protects intellectual property starting with the development of documents throughout their usage and as they are archived. DRM can also provide additional access control to files while in a proprietary application such as Microsoft or Adobe Acrobat.

Teamcenter has partnered with commercial vendors to provide DRM. These applications are separately licensed at the enterprise level – not to individual users – and protect email and data stored in file servers and repositories as well as data exported from the system.

Siemens Digital Industries Software partners with Microsoft for their active directory rights management services to protect Office, Sharepoint, Outlook, as well as Teamcenter community files. Another partner, NextLabs, provides DRM support for files in PDF, the JT™ data format, TIFF and other formats, as well as files from third-party CAD/computer-aided manufacturing (CAM)/ computer-aided engineering (CAE) software systems.

Benefits

  • Seamless Collaboration: Integration allows users to access Teamcenter data directly from Microsoft Office applications, enabling seamless collaboration between cross-functional teams. This reduces the need to switch between applications and enhances communication.
  • Enhanced Data Accuracy: Integrating Teamcenter with Microsoft Office ensures that the most up-to-date and accurate product information is used in documents, spreadsheets, and presentations, reducing errors caused by outdated or incorrect data.
  • Streamlined Workflows: Users can initiate and manage Teamcenter workflows directly within Microsoft Office applications, facilitating task assignments, approvals, and notifications. This streamlines processes and improves efficiency.
  • Version Control: Integration provides version control capabilities, enabling users to manage document versions and revisions efficiently. This ensures that the latest version of a document is always accessible and eliminates confusion over multiple versions.
  • Reduced Data Duplication: By integrating Teamcenter with Microsoft Office, redundant data entry and duplication are minimized. Data entered in one system is automatically updated in the other, reducing manual data entry efforts and the risk of discrepancies.
  • Access to Product Data:Teamcenter integration offers easy access to product data stored in the PLM system directly from Microsoft Office. This enables users to search, view, and retrieve relevant product information without leaving their familiar Office environment.
  • Real-time Updates: Any changes made to Teamcenter-managed documents or data are reflected in real-time within Microsoft Office applications. This ensures that users are always working with the latest information.
  • Centralized Storage: Integrated documents and data are stored centrally within Teamcenter's secure environment. This improves data security, reduces the risk of data loss, and ensures compliance with data governance policies.

Features

  • Document Management: Integration enables efficient document management, allowing users to create, edit, and save documents directly to Teamcenter repositories from Microsoft Office applications.
  • Data Linking: Users can establish dynamic links between Microsoft Office documents and Teamcenter data, ensuring that information remains accurate and up-to-date across various documents.
  • Workflow Integration: Integration supports the initiation and management of Teamcenter workflows within Microsoft Office, enabling users to participate in reviews, approvals, and other processes seamlessly.
  • BOM (Bill of Materials) Management: Users can create and manage product structures and BOMs within Teamcenter and easily incorporate them into Microsoft Excel or other Office applications.
  • Search and Retrieval: Integration provides quick and intuitive search capabilities, allowing users to find and retrieve Teamcenter-managed data, documents, and product information from within Microsoft Office.
  • Change Management: Integration supports change management processes by allowing users to initiate change requests, view change histories, and access relevant information within Microsoft Office applications.
  • Metadata Integration: Users can access and update metadata associated with Teamcenter-managed items directly from Microsoft Office, ensuring that critical information is accurate and consistent.
  • Task Management: Integration enables users to view and manage tasks, assignments, and notifications related to Teamcenter workflows directly within Microsoft Office applications.
  • Reporting and Analytics: Integrated data can be used to generate reports and analytics within Microsoft Office tools, providing insights into product information, design changes, and other key metrics.

FAQ's

What is Teamcenter Integration for Microsoft Office?

Teamcenter Integration for Microsoft Office refers to the seamless connection between Siemens Teamcenter, a Product Lifecycle Management (PLM) system, and Microsoft Office applications such as Word, Excel, and PowerPoint. It allows users to access, manage, and collaborate on product data and documents from within their familiar Microsoft Office environment.

How can I access product data stored in Teamcenter from Microsoft Office?

You can easily search, view, and retrieve product data stored in Teamcenter directly from Microsoft Office applications using the integration features.

Is there a risk of data duplication when integrating these systems?

No, integration minimizes data duplication by automatically updating data between Teamcenter and Microsoft Office. This reduces manual data entry efforts and eliminates discrepancies.

Does integration support version control?

Yes, the integration supports version control. You can manage document versions and revisions directly within Teamcenter, ensuring that the latest version is accessible from Microsoft Office applications.

How does integration ensure data accuracy?

Integration ensures that the most up-to-date product information is used in Microsoft Office documents by linking them to the data stored in Teamcenter. Any changes made in Teamcenter are automatically reflected in linked Office documents.

Can I initiate and manage workflows using Microsoft Office applications?

Yes, integration allows you to initiate and manage Teamcenter workflows directly from Microsoft Office. You can assign tasks, review and approve documents, and receive notifications without leaving your Office environment.

How does integration enhance collaboration among teams?

Integration enables teams to access and work on Teamcenter data directly within Microsoft Office applications. This reduces the need to switch between platforms, fostering seamless collaboration by allowing team members to edit and review documents in real time.

What are the key benefits of integrating Teamcenter with Microsoft Office?

Integrating Teamcenter with Microsoft Office offers benefits like streamlined collaboration, enhanced data accuracy, simplified workflows, improved version control, reduced data duplication, real-time updates, centralized storage, and more efficient access to product data.

Is the security of my data ensured through integration?

Yes, integrated documents and data are stored within Teamcenter’s secure environment, ensuring data security, compliance with governance policies, and reducing the risk of data loss.

Can I manage and update metadata associated with Teamcenter items from Microsoft Office?

Yes, integration allows you to access and update metadata associated with Teamcenter items directly from Microsoft Office applications, ensuring accurate and consistent information.

How does integration support change management processes?

Integration supports change management by allowing you to initiate change requests, view change histories, and access relevant information related to changes from within Microsoft Office applications.

Can I generate reports and analytics using integrated data?

Yes, you can use integrated data to generate reports and analytics within Microsoft Office tools. This provides insights into product information, design changes, and other key metrics.

Is integration compatible with different versions of Microsoft Office and Teamcenter?

Compatibility may vary based on the specific versions of Microsoft Office and Teamcenter. It’s important to check compatibility requirements before implementing the integration.

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