PLM embedded menu

After the Infor PLM Discrete integration for Creo has been installed, the Infor PLM Discrete menu is added to your Creo menu bar.

Options displayed in the toolbar:

Option Description
Connect Connecting to PLM
Disconnect Disconnecting from the PLM integration
Verify Items Generates a report of the files that are not yet linked to items in PLM.
Capture Design Variants Capturing design variants/configurations
Link to Item Link to item
Save to PLM Saving files to PLM
Save and Unlock Saving and unlocking a file
Check In Checking in a file
Check Out Checking out a file
Check Out Major Checking out a file
Take Ownership Take ownership
Change Ownership Changing ownership of a file
Dispatch to Business Process Dispatch to business process
Document Structure Opening a file in an SSA PDM workspace
Item Structure Opening a file in an SSA PDM workspace
Item Using infocards
Document Using infocards
File Using infocards
Create Balloon Attribute Map Balloon Numbers from ProEngineer to PLM
Generate Thumbnails Generating Thumbnails
Refresh Files from PLM Refresh files from PLM
Sync StorageInformation Synchronize headers
Show Metadata Viewing PLM Data
Clear Storage Information Clear storage information
Delete Local Files Delete local files
Display Mapping Display mapping
Associate Mapping Associate Mapping
Remove Mapping Remove Mapping
Import Mapping Template To create a new mapping template.
Edit Mapping Template To edit an existing mapping template (add/delete/modify rules).
Preferences Setting Preferences
Download files from PLM Use this option to download files from PLM. Users can search files by document, item or file and select them to download to Creo.
Note: The functions that you can perform is based on the user type and authorization.