Batch Save Process

The utility saves files from the specified Inventor project (.ipj) directory and its subdirectories, to PLM.

  1. Before you Register Files, ensure that only PLM is open. When the Register Files process starts, Inventor opens automatically with the input project as the active project and connects to WebPLM.
  2. Set the preferences Check In cleanup and Save and Unlock Cleanup to Make Files Read-Only.
  3. For drawings the document ID is generated using File Name. If a document ID already exists in PLM with the same name as a drawing file being saved by batch utility, a new auto-number is assigned to the document ID of the drawing being saved.
  4. Currently neutral files (PDF and DWF) are supported only for Drawings. For other files (parts/assemblies) neutral files are not supported. Uncheck DWF preference for drawings if DWFs are not required.
  5. Thumbnails can be generated for all types of files.
  6. Set integration preferences as required. For example, if no items are required for the files, select the preference Create Documents Only.
  7. All library files/ content center files will also be saved if used in an assembly/ drawing. Any library file/content center file that is not used in an assembly/ drawing will be saved only if its location falls under the Inventor .ipj directory or one of its subdirectories.
  8. All the iAssembly members/ iPart instance files, available under the cache folders are saved to PLM during batch save process.
  9. If Create Document Object for Presentation File is selected, saves a presentation file under its own document. In this case all the presentation files available under the input project directory will be saved to PLM as part of the batch save process.

    If the Create Document Object for Presentation File is not selected, only those presentation files that are used in a drawing are saved to PLM. In this scenario a presentation file is linked to the same document as that of the drawing in which it is used. It means that a presentation file not used in any drawing is not saved to PLM as part of batch save process.