PollEx UDE
About PollEx UDE
PollEx UDE is Optimized unified management system for electrical-design in the mechanical-design based PLM system.
The UDE Platform provides Parts / Library, Design Data, BOM Management functions for the required product and history management stages. UDE supports the PollEx product interface.
The UDE consists of three main modules: Unified Part Management System (UPMS), Unified Design Management System (UDMS), and Unified BOM Management System (UBMS).
UPMS: Standardization and management module for library and part catalog information used for electrical design in the system.
UDMS: Unified management system which manages design data from creation to finish through managing each development process. Automated checking system for suitability of part and consistency between schematic, PCB and BOM.
UBMS: Generating BOM with the part list, which is extracted in design check in process, and supporting edit, report, manage variant and back annotation functions.
UDE System requires separate server installation (JAVA, Apache Tomcat, DB (MS-SQL, ORACLE, and so on)).
This tutorial describes how to use the environment after it has been configured.
UDE Platform
This document is based on the PollEx UDE system built using MS-SQL database. Download and install the installation file and guide document from https://connect.altair.com before startup.
Login to UDE
UDE is an application used by the Web and is available through Login. Invoke a Chrome web-browser and enter the server URL. If you don’t know the URL, contact your system manager.
Server URL: http://[UDE SERVER IP]:[Port Number]/UDE/
For example, http://10.20.30.40:8080/UDE
To use the PollEx UDE, users with respective functional permissions should be registered to prepare, review, and approve drawings or documents. However, in this document, we will use the user who has full privileges for explanation and about the registration of the user will be explained at the end of this document.
Login using the user account and password as below.
ID: admin
Password: 1234
Home
Check messages from system such as the results of your own request and other’s request for your approval, change information of parts use, and your designation as the person in charge of the development process.
In Home, you can also check the KPIs for the status in Parts Registrations and Design Revisions.
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Check unread messages.
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Check the message box for messages.
If there are messages, the message box will indicate the number.
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Click More info to check messages.
Unread message will be listed in Notified message list.
The number of unread messages may vary depending on the situation.
-
Click the message list to check what is
requested, and to proceed with the requested item.
Depending on the message, the displayed items may vary.
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Check the message box for messages.
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Check results of your request.
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Check the Completion Received message box for messages.
If there are messages, the Completion Received message box will show the number of messages.
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Click More info to check messages.
Unread messages are shown in Notified message list.
-
Click the message list to check the result of
your request.
Depending on the message, the displayed items may vary.
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Check the Completion Received message box for messages.
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Check information of preventing and releasing part.
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Check the Information Change message box for messages.
If there is any message, the message box shows the number of messages.
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Click More info to check the message.
Unread messages are shown in Notified message list.
- Click the message list to check preventing/releasing information of part.
- In the Design Detail Information tab, click .
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Check the Information Change message box for messages.
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Check changed information of person in charge.
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Check the Change Contact Person message box for messages.
If there are messages, the message box shows the number of messages.
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Click More info to check a message.
Unread messages are shown in Notified message list.
- Click the message list to check the changed information of person in charge.
- In the Design Detail Information tab, click .
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Check the Change Contact Person message box for messages.
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Check all messages.
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In the top-right, click .
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Click the message list to check detail
information of the message.
- In the Design Detail Information tab, click .
-
In the top-right, click .
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Check KPI widgets of UPMS, UDMS, UDVS.
In the KPI (Key Performance Indicator) widget, user can check the status of the UPMS library registration, design project revisions, and verification performed during the check in with visualized charts.
UPMS KPI
Check the status of parts registration. The part class items in the KPI are specialized when deploying UDE system and cannot be changed.
Move your cursor over the chart to display the count of parts registered in the corresponding part class.
UDMS KPI
Display the status of the causes of the revisions of the design projects over the past year.
UDVS KPI
You can verification check progress.
User Environment
Set the user environment.
-
Click the username in the top-right and select
Settings from the context menu.
Settings for user’s environment menu appears.
- To change password, click Change Password.
- Enter the current and new password and click Change.
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To request authority, click Request permission.
-
From the Request permission dialog, disable the
Temporary User checkbox and click
Send.
If a mailing system had been set during the installation, the request is sent to the administrator via e-mail, and if the administrator finds out about the permission request, the administrator can grant permissions for the user.Note: For explanation, assume that the system manager has received an email for requesting permission and explain the process of approving user permissions as follows.
-
In the Availability of permission request column, click
Y.
The List of requested permission dialog opens.
- Select Management > User Management.
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In the List of requested permission dialog, click the
content of the Application Authority column.
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Check the requested permission and click Approval.
If the permission request is approved by the administrator, it is reflected only after logout and login again.
Unified Part Management System
Unified Part Management System (UPMS) is a management module by standardizing part library and catalog information used in electronic circuit design in the system.
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UPMS setting for generate UPF automatically.
- Select Management > UPMS Management > Default Setting.
- In the Setting UPMS Environment, turn on the Use create UPF option.
- Click Save.
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Click the New Part Request menu and enter the
information of the part.
Depending on the part category selection, additional characteristics are added in the input fields. If you enter as much information as possible during new part registration, it will be easier to manage and track the part. Enter the part information as shown in:Datasheet is a mandatory field because a library manager cannot determine the part shape without the datasheet. Any file format can be attached. A part can be used after requesting registration by hardware engineer and approved by library manager.Within this process, you can prevent the duplicated registration of a part and the inconsistency within the part standardization. You can search and select the library manager. Click Search and select the library manager. In this document, select the current user as library manager for convenience. The UDE supports to view the similar parts already registered with the part requested for registration.If there is a part which is almost same with the part requested, use the part registered already.
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Send new part registration request.
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In the Similar part list dialog, click
Request.
Because there are similar parts in the database, UDE asks you to apply or not.
- Click OK.
- Click OK.
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In the Similar part list dialog, click
Request.
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Part Requests.
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From the menu bar, click UPMS > Part Requests.
In the menu, you can check the items requested, items requiring approval, and all items requested for approval.
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Click My Request box.
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Click CPN to display detail request
information.
Note: The CPN as it will be used in the part search function that follows this tutorial.
- Click in the Requested Information tab to close.
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From the menu bar, click UPMS > Part Requests.
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Check the parts requested.
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Select My inbox to display the list of requested
parts needing approval.
This function is only available for those with Library Manager authority.
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Click CPN to display detail request
information.
The library manager reviews the requested contents and should enter the symbol and footprint information.
- Click Search in the right side of Symbol of Library Information.
- Enter R* in the search box and click Search.
-
In the result, select R for adding logic symbol
of the part and click Apply.
- Click Search in the right side of Footprint.
- Enter courier in the search box and click Search.
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In the result, select R1005-2PCB for changing
footprint of the part and click Apply.
- After specifying the library, leave a comment and click Approval.
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Click Approval to approve the
request.
Note: When a part is approved by the library manager, PollEx UDE is invoked to create the part library file (*.upf) automatically. The library manager needs to wait until the part creation is completed and UPE is finished.
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Select My inbox to display the list of requested
parts needing approval.
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Confirm the approval of the requested part.
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Click My request box to display the requested
list.
The requests that have been approved are changed to green letters.
- Click CPN to check the contents.
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Click My request box to display the requested
list.
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Part Search.
- Click Part Search to find parts.
- Enter the CPN of the part created in step 4 in the search box and click Search.
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Search 1-0104-00004.
- Click CPN to display the information of the part.
- Check the part information.
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Check the library information.
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Click Library Information to check the library
of logic symbol and footprint.
The libraries for logic symbol and footprint are generated during the part registration approval, but the package is not generated at that time, so the package library is not shown. You need to add a package library for the part after creation and to edit the library, refer to the PollEx UPE user guide.
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Click the image of the logic symbol to invoke PollEx UPE.
You can check more information using the PollEx UPE.
- From the menu bar, click File > Exit to close the PollEx UPE.
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Click Library Information to check the library
of logic symbol and footprint.
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Check the Part History.
- Click Part History to see the history from the creation to discontinuance and the usability of the part.
- Click the Request No. for more information.
- Click to close the information window.
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Check the level and unit price.
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Click Level to see the level and unit price of
the part.
The level means the usability of the part.
-
Click Level to see the level and unit price of
the part.
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Check the Alternative Part.
- Click Alternative Part to see the alternative parts which can replace this part.
- Click Add.
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Enter 1K in the search box and click
Search.
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Select the CPN of the 0101-000034 part and click
OK in the
message box.
0101-000034 part is added as an alternative part.
- Click CPN to display detail information of the alternative part.
- Click to close.
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Check the Usage.
-
Click Usage to check the designs in the database
which are including the part.
Because this part is just created, so there is no design which uses this part.For example, if you search 0202-000037 part, you can see the list of design projects where the part was used as below.
- Click to close.
- Click in the upper-right side to close all dialogs.
-
Click Usage to check the designs in the database
which are including the part.
Library Management of UPMS
Manage the part library and it can be only accessed by the library manager.
- Click Library management from the left side menu.
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Part Library Lock.
The library manager can lock a specific part so that users cannot use the part.
- Click Part Library Lock and search the part previously registered.
- Search 1-0104-00004 part.
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Lock a part.
- Check the checkbox of the part.
- Click Lock.
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In the Lock Library dialog, click
Lock.
The Lock status of the part is changed to Y. If a part is locked, the display in the To Circuit Design (Insert) is changed from Insert to Locked. -
Unlock a part.
- From the left side menu, click Library management.
- Check the checkbox of the part.
- Click Unlock.
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In the Lock Library dialog, click
Unlock.
Lock status of the part is changed to N. -
Edit part library.
- Select Edit part library and search a part.
- Search 1-0104-00004 part.
- Click CPN to display the part information.
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Change part library information.
In this menu, you can change the part library information and assign the official CPN.
- Scroll down the page and click Change.
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Click search to search a CPN from the neutral
database imported from corporate system.
CPN issued by UDE System can be used as the official code, but most companies can also issue and use the official code through the company system such as ERP and SAP.
Therefore, it is used if the formal code exists on the database through the corporate system interface.
- Scroll down and click Save.
- Click to close all tabs.
UDMS Setting for Automatic Verification
To use automatic verification during the design check-in process, you must set it up in advance.
After you set this up, the verification stage is set in the design project, verification is automatically executed when the design is checked in.
- Go to the folder where PollEx is installed.
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Using a text editor, open the
PollExService_Environment.ini file and add a
verification working folder to EXPORT_WORK_DIRECTORY.
The folder should be an existing folder. Example: EXPORT_WORK_DIRECTORY=D:\UDE_root\VerificationOutputs
- Save and close the file.
- Log in to UDE and select Management > System Management > Job Folder Management of UDEIF Daemon Service.
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Click Add and enter the information:
- For Server alias, enter Verification Server.
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For Daemon file path of verification server, enter the folder path
defined in the PollExService_Environment.ini
file.
Example: D:\UDE_root\VerificationOutputs.
- Click Save.
- Execute an explorer and change folder to C:\Program Files\Altair\2023.1\PollEx.
- Double-click the PollExServiceMgr.exe file to execute PollEx service daemon.
Unified Design Management System
Unified Design Management System (UDMS) is a unified electrical design management system through check in and out function onto server for schematics and PCBs.
By centralized managing the design data, the UDMS can efficiently manage all design data instead of managing by each personnel.
It can prevent from the problems occurred due to the individual data management by each developer.
In UDMS, one PCB design data is managed as one design project.
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Click UDMS (Design Project).
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Create Design Project.
Each design project can be categorized by a customer, product group, or product type.
- Click UDMS (Design Project).
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Click New Design Project and enter the
information of the project such as name, schedule, type, and so on like
below.
Items marked with * are mandatory.Note: As this is a test, attach an arbitrary file for the Development Specification.
- Click Process Setting.
-
Click Import settings to use the default process
setting.
The default design process scheme includes Schematic Design, Schematic Verification, Part List, PCB Design, PCB Verification, CAE, Allowable Error checking, and Sample PCB Order. These processes can be modified depending on the company’s requirements and linked with the corporate system such as PLM or ERP. But in this document, we’ll use the default process.
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Select the box of Schedule and specify each schedule of the process and
specify the current user as the project leader by clicking .
If the project leader of all processes is same, click to set it in batches.
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Click Registration.
In the Search Design Project, you can find the project just created.
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Search Design Project.
When the project registration is finished, you can see the project information in the project search page.
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Click the design project number to check the project information.
You can check the project information.
- Click Process Setting to check the processes and schedules.
- Click Schedule status to check the development progressing status.
- Click to close.
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Click the Model name of the project to check the design detail
information.
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Click the design project number to check the project information.
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Assign the person in charge.
For each design stage, assign the person in charge to perform the development.
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From the Design menu, select Person in
charge.
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Click to
assign the key person in charge and select Admin from the list.
And then click to apply the person in charge for all stage
-
In the same way, assign all key and deputy person in charge as
Admin and click
Registration.
The messages that the person in charge have not been designated are removed.
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From the Design menu, select Person in
charge.
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Schematic Check-Out / Check-In.
You need to check-out the design to start schematic design. After finishing the schematic design, you can check-in to store the design and generate needed outputs.
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Click Schematic Design.
- Click Check-out.
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Click OK.
The information of the design checked out is displayed. When checking out, the check-in data is downloaded. However, no data is downloaded for the first time since the creation of the design project. You can continue without any files downloaded. While uploading the schematic design data, UDE automatically converts the schematic data made by CAD tool into a PollEx Logic data (SDBB) and generates part list and netlist. The generated data is shown as an icon in the data column. But, for testing, we will use PollEx Logic Data (SDBB) instead of CAD data for check in.
- Select PollEx in the Check-in file type and click Check In.
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In the Check In dialog, click
Search.
Tutorial Sample Design can be downloaded from Altair Marketplace.
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Navigate to
C:\ProgramData\altair\PollEx\2022\Data\TutorialSample
folder, select PollEx_New_Sample.sdbb, and click
OK.
During the check in, UDE makes needed outputs such as netlist and part list automatically. You can check the status with progressive bar.After generating part list and netlist, Schematic Verification is executed automatically.After check-in, the icons of extracted outputs are shown in the design status page.
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Click to
view the schematic data using PollEx Logic.
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Click to
see the result.
The sign that means the schematic verification using PollEx Logic DFE has failed item which doesn’t meet the verification condition.
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For more detail about the result, click to
execute PollEx Logic DFE.
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Close PollEx Logic DFE and click to
view the part list data.
The part list will be shown as a BOM list format.
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Close the part list dialog and click
Schematic Design and Check
Out again.
Assume that the schematic data is modified, check in the schematic data again.
- Select PollEx in the Check-in file type and click Check In.
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In the Check In dialog, navigate to
C:\ProgramData\altair\PollEx\2022\Data\TutorialSample
folder, select PollEx_New_Sample.sdbb, and click
OK.
The Rev Data item is changed as below. After finishing the schematic design, you can start the PCB design. To start the PCB design, the PCB specification should be specified first.
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Select Schematic Design and click
Registration of the PCB Specification
Information.
- Click search and select PBA No. and PCB No., and specify the PCB specification information as shown below, and click Registration.
- Click OK and close the PCB Specification Information and Schematic Information dialog.
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If you have the Stack-up option enabled in UDMS Management, you can use
Stack-up.
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Click to
set up the layer stack up.
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Select 6L_4.0.
You can check and modify the layer stack up of the PCB design.
- Click Cancel and close the Setting Stack-up dialog.
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Click Schematic Design.
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PCB Check-Out / Check-In.
You need to check-out the design to start schematic design. After finishing the schematic design, you can check-in to store the design and generate needed outputs.
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Click PCB Design to start the PCB design
stage.
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Click Check Out.
After check-out, the status is shown in the design status page.Assume that the PCB design is completed.
-
Click PCB Design and select
PollEx in the Check-in file type and click
Check in.
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Click Search.
Tutorial Sample Design can be downloaded from Altair Marketplace.Navigate to C:\ProgramData\altair\PollEx\2022\Data\TutorialSample folder, select PollEx_New_Sample.pdbb, and click OK.While uploading the PCB design data, UDMS will convert to PollEx design file and update the part and net lists. After uploading the PCB design data, PCB Verification is started automatically.When the verification is finished, the generated outputs are listed in the Data column.
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Click to
see the PCB design.
For more detail about the PollEx PCB, refer the PollEx PCB user guide.
- Close PollEx PCB.
- In the PCB Verification, you can see the sign that means the PCB verification using PollEx DFM and PollEx DFE have failed item which don’t meet the verification condition.
-
Click of
the PCB DFM item to see the DFM verification result.
- Close the result dialog and click of PCB DFM to see more detail information using PollEx DFM.
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Close PollEx DFM and click of
PCB DFM to see the DFM input settings.
-
Close the DFM input setting dialog and click
to
set up the allowable error.
If an error is set to an allowable error, the verification does not determine the error for the same value.
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Select PCB DFM > Component_Spacing(24) and check the first and second items and click
Save.
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Close the setting dialog and click of PCB DFM.
The DFM verification is rerun.
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Click to check the result.
You can see the first (C103 and X101) and second item (C104 and X101) are removed in the error list.
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Switch to Off of the Except allowable error to
see the allowable error.
This means the two items are no longer determined to be errors.
- Close the result list dialog.
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Click PCB Design to start the PCB design
stage.
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EBOM (Schematic & PCB Part List) review.
When the PCB design is checked in, the physical information such as placement coordinates, angles and placement sides are added to the part list.
-
Click to
check the part list.
Move the scroll bar at the bottom to the right to see the additional information such as part coordinates, process, and so on are shown in the part list.
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Assume that all design process is finished, place the cursor over
and
click the right button of mouse and select Confirm BOM > Confirmation.
- Close the part list.
-
Click to
check the part list.
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Revise design.
In the section 4. Schematic Check-Out / Check-In, if a schematic data is checked out and checked in for modification, the minor revision is changed (for example, 1.00 to 1.01). But after finishing whole design, a revision is needed to modify the design and the major revision is changed (for example, 1.01 to 2.00).
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Click of
Design Action and select
Revise.
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Enter the revise information as shown below and click
Revise.
The revisions of the schematic and PCB data are changed to revision 2.00.
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In the Revision selection, select 1.0 to see the
1.0 revision.
The design status is changed to revision 1.0. After revision, all processes are same with previous revision.
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Click of
Design Action and select
Revise.
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Check design schedule.
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Click Schedule status in the Design Menu.
You can see the schedule information of the design project.
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Scroll down and click Read more in the PCB
Specification Information.
You can see the PCB Specification Information.
- Close the window.
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Click Schedule status in the Design Menu.
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Check design outputs.
- Click Outputs in the Design Menu and enable the Schematic and PCB checkboxes.
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Click Execute PollEx CrossProbe.
The PollEx CrossProbe is invoked and compare the schematic and PCB data.
- Close the PollEx CrossProbe.
Unified BOM Management System
Unified BOM Management System (UBMS) is a unified BOM management system which generates BOM data by using the part list created during the design check-In process.
UBMS supports to manage, modify, report the BOM data and to create variant BOM data. Many companies create the BOM data manually which takes lots of time and errors, but these problems can be prevented through the UBMS.
- Select UBMS and select Altair-Demo-04(Demo-04) > MAIN > Add sensor function (2.0).
-
Edit BOM.
To modify the BOM data, you should check-out the data. You can sort the list by reference name or part number. For editing BOM data, you need to check out the BOM data.
-
Place the cursor over Add sensor function(2.0) item, right-click, and
select Check In/Out > Check Out.
The page changes to the BOM editable environment. -
Place the cursor over Add sensor function(2.0) item, right-click, and
select Check In/Out > Check Out.
-
Check design details.
-
Click to
check the detail information.
- Click in the Design detail information tab to close and select UBMS tab.
-
Click to
check the detail information.
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View Mode Control.
Currently, the BOM list is shown by the Reference order.
-
Click and
select Sort by CPN to change the view mode.
Then the list is sorted by CPN.
-
Click and
select Sort by CPN to change the view mode.
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Edit part.
Using the Edit function, you can add, change, and delete parts for electrical parts. You can also add and edit the non-electrical parts such as screws, heat-sinks, and other mechanical parts which are not included in the design.
-
Select View Mode > Sort by reference.
-
Select View Mode > Sort by reference.
-
Part Change.
In the BOM edit mode, if you want to change a part, only the parts which have the same footprint are listed on the table. This is because a critical defect occurs if the footprint is different from the original part.
-
Select the C82 part and select Edit > Part Change.
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Search and select 0202-000035 part to
change.
Now C82 is changed to 0202-000035 part.
- Click Apply to apply the change information.
- Click OK to apply.
-
Click OK to finish and the BOM is checked in
automatically.
You can check the editing history by part.
-
Click of
C82 reference to check the history.
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Select the C82 part and select Edit > Part Change.
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Edit mechanical part.
Mechanical part means part which is not included in the schematic or PCB such as screw or heatsink or label. To add a mechanical part to BOM, check out the BOM again.
- Select Altair-Demo-04 > MAIN > 2.0, right-click, and select Check In/Out > Check Out.
-
Select Edit > Add mechanical part.
-
For Type, select Mechanical Part and click
search.
-
Select 0712-000061 part to add.
Even though this part is not a mechanical part, for tutorial assume this part is a mechanical part.
-
For Quantity, enter 2 and click
Save.
You can see the added mechanical part in the BOM list.
-
Select the mechanical part and select Edit > Modify mechanical part.
-
In the Modify mechanical part dialog, click
search and select
0712-00062 part.
-
Click Modification.
The mechanical part is changed.
-
Select the mechanical part and select Edit > Delete mechanical part.
-
Click Apply.
Then the BOM is checked in automatically.
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Add and modify alternative parts.
You can see the added alternative part in the BOM list. Once you finish the modification, click Apply. With editing alternative part function, you can add and delete the alternative part.
- Select Altair-Demo-04 > MAIN > 2.0 in the BOM Tree and right-click and select Check In/Out > Check Out.
-
Enable the C82 part checkbox and select Edit > Alternative Part.
-
Search the 0202-000038 part and drag-and-drop
the part from the part list to the right box.
-
After moving the alternative part, click
applied.
You can then find the alternative part is added to the part.
-
Click Apply.
Then the BOM is checked in automatically.
-
Export Excel File.
You can export the part list as an excel sheet to check and distribute. The format of the exported excel is same with the part list page.
-
Select Export excel file > All to export all data.
In the lower-left side, the excel is exported.
-
Click and select Open.
The exported excel is like below.
-
Select Export excel file > All to export all data.
-
Unit price calculation.
By using the unit price calculation menu, you can estimate the total cost of parts and this information can be exported to an excel as well.
-
Click Unit price calculation.
You can see the unit prices and total price.
Part unit price is calculated based on the estimated price of the part entered in the part information. In this design the price is not accurate because some parts don’t have a unit price information. But if an ERP system is linked with the UPMS, the price data becomes more accurate.
- Click Export excel file and open the exported excel.
-
Click Unit price calculation.
-
Edit Variant BOM.
When you proceed with a product design, the same product may be applied with some parts changed depending on the destination. In such cases, you can apply derivative parts to the same design drawing to create and manage BOMs for multiple destinations.
-
Select Altair-Demo-04 > MAIN > 2.0, right-click, and select Variant > Add variant BOM.
-
In the Add variant BOM dialog, select
search and select
PBA2003062 in the CPN column.
-
Change the Variant Name to DOMESTIC and click
Add.
A new derived PCB assembly PBA2003062 is generated in the BOM Tree.
-
Select PBA2003062 > 2.0, right-click, and select Check In/Out > Check Out.
-
Enable the C82 part checkbox and select Edit > Part Change.
-
Search and select 0202-000036 part.
-
Click Apply.
-
Select Altair-Demo-04 > MAIN > 2.0 to view the master and variant BOM.
In the BOM list, the o mark means the part is same with the master BOM and part name means the part is different from the master BOM.
-
Select Altair-Demo-04 > MAIN > 2.0, right-click, and select Variant > Add variant BOM.
User Registration
There are two ways to register a user for UDE: administrator approves the account after a user has applied for it and administrator creates the account.
- Execute a web browser and connect to the UDE server.
-
Click Create an account.
- For ID, enter udeuser1.
- For Password, enter udeuser100.
-
Click send to apply for creating an
account.
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After requesting a new account, click
OK.
The request is sent to the administrator via e-mail, and if the administrator finds out about the registration request, the administrator can register the user account.
- Select Management > User Management.
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In the user list, locate the Temporary User and click the user
ID.
- In the Change user information dialog, specify the user information and assign the user’s permission.
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Click Save.
After saving the user information, the user can login the UDE system and approval message is sent to user via e-mail.
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Logout and login using the created user information.
When you sign in to the UDE system, the Home screen displays.