Installation and setup
- 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 . 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.
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
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 |