Checking out a file

You must check a file out of the vault in order to change it. The Check Out option is available after the file has been retrieved from PLM using the PLM Integration Query tool.

To check out the file, you need to open it for editing in the integration. The file is opened in read-only mode and cannot be modified until it is checked out. If you try to perform any modification in it, you will be prompted to check it out first. This is done to protect the integrity of your data.

In the CAD Parameters tab of the Web PLM Preference pane, you can specify how PLM will handle reference documents and/or items that are linked to the file that you are checking out.

Two types of check out mechanism are available:

  • Check Out Minor

    This option is usually used for minor design revision changes. A minor check-out results in a higher sequence number within the current revision for the checked out file, for example from A0001 to A0002.

  • Check Out Major

    This option is usually used for significant changes with major impact on the form, fit or functionality of the product. A major check-out results in a higher version number for the checked out file, for example from A0001 to B0001.

To check out a file:

  1. In Autodesk Inventor, select Query from the PLM menu and in the query tool that opens, run a search for the file you want to check out.
  2. In the query Results panel, select the required file and click Edit File in Integration in the right-click menu. The file is opened in Autodesk Inventor.
  3. Select the assembly or component part that you want to check out and select Check Out icon from:
    • The PLM toolbar
    • The PLM menu

    As a result, the assembly or component part is checked out. After the check-out, the file is no longer in read-only mode and can be modified as required.