Installation and setup

Please note the following, before installing the PLM integration for Creo:

• Before a new version of the Infor PLM Discrete integration for Creo is installed, the previous installation must be uninstalled.
• Before installing the Creo integration, the Infor PLM Discrete client must be installed.
• Make sure that you have installed the latest Creo service pack.
• During installation you can determine whether only the administrator controls the integration preferences, or whether users can set their own preferences.
• All integration users must be defined in Infor PLM Discrete and assigned to the relevant projects.
• To ensure that Creo assemblies always locate parts correctly, the locations for the Edit and View directories for Infor PLM Discrete must both be set to the Creo working directory.
• Vault parameters must be set for each Infor PLM Discrete project. For more information, refer to Vault parameter configuration.

After installing a new version of the Infor PLM Discrete integration for Creo, make sure the correct settings are made for saving files in Infor PLM Discrete and viewing or editing files in Creo. For more information, refer to Viewing, editing, and saving files in the integration - recommended settings.