Working with the PLM Integration for Autodesk Inventor – Best practices
- It is recommended to use the same folder for both EDIT and VIEW operations; for all users. Same EDIT and VIEW folders allow PLM to improve the download performance.
- It is recommended to frequently perform the Synchronization operation when you work with large assemblies. Synchronization operation allows you to identify the files modified in PLM. You can use the command "Refresh Files from PLM" to download the modified files.
Save to PLM - Best Practices
Saving to PLM draws heavily on your configuration’s resources. To save system performance, you are recommended only to save to PLM when updating the associated PLM documents, items, and files is actually required. For routine saves, use local save options.
In addition, the PLM Check in and Save and Unlock commands also save your data to PLM. Therefore, if the goal of your current session is to check in or save and unlock your part file, you can save your file locally from time to time and complete working on your file by checking in or using Save and Unlock.
Saving files to PLM - Recommended practices
It is recommended to enable the Set Object Attributes preference to view the files, documents, and items before saving to the PLM Server. You can also change the "attribute" such as, File IDs, Document IDs, Item IDs, and description.