Installation and setup

Please note the following, before you install the PLM - Autodesk Inventor Integration:
  • Before a new version of the PLM Integration for Autodesk Inventor is installed, the previous installation must be uninstalled.
  • Before installing the Autodesk Inventor integration, the PLM client must be installed.
  • Check that the path of the executable or batch file for the integration is correctly defined, in order for the Edit/View command to work correctly. See Setting the Path for the "Edit/View" Command.
  • All integration users must be created in PLM and assigned to the relevant projects, using the Administration > Roles Management. For more information, refer to the Roles Management online Help.
  • Vault parameters must be set for each PLM project. See Vault Parameter Configuration.

Setting the Path for the "Edit/View" Command

To ensure that the Edit/View command from PLM operates correctly, the path of the related CAD application executable or batch file must be defined in the RunCad81.properties file. This file is located in the folder %CFE_CLIENT_HOME%ToolKit.

Note: If a path contains a space (such as in Program Files), the path must be put between quotes.

Vault Parameter Configuration

In order for the integration to work properly, it is essential that the vault parameters are set correctly for each project, using the Administration menu.

The settings for CAD projects should not be changed to ensure the integrity of the data.

For details of how to set up a project and define the vault parameters for that project, see Creating Projects in the Infor PLM Discrete User Guide.

The settings ensure that document and item revisions are correctly synchronized in PLM when check in and check out operations are performed.

Vault Parameters for items

The vault parameters for items must have the following settings:

After Item Check After Item Check Out
Child Items Copy all links
Related Documents Check In all objects Check Out all Objects

Vault Parameters for documents

The vault parameters for documents must have the following settings:

After Document Check In After Document Check Out
Parent Document Keep all links Copy all links
Child Documents Check In all objects Copy all links
Related Items Check In all objects Check Out all Objects
Related Files Check In all objects Check Out all Objects