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.