PLM embedded menu and toolbar
After the PLM integration for SoldWorks has been installed, the PLM toolbar is added to your
SolidWorks toolbar, and a menu is added to the SolidWorks menu bar.
Connect | Connecting to PLM | |
Disconnect | Disconnecting from PLM integration | |
Capture Design Varients | Managing design variants/ configurations | |
Link to Item | Link to Item | |
Save to PLM | To save a file to PLM | |
Save and Unlock | Saving and Unlocking Files | |
Check In | Checking in a File | |
Check Out | Checking out a File | |
Check Out Major | Checking out a File | |
Take Ownership | Taking Ownership | |
Change Ownership | Changing the ownership of a file | |
Dispatch to Business Process | Dispatch to business process | |
Refresh Files from PLM | Refresh Files from PLM | |
Show Document Structure | Opening a file in PLM | |
Show Item Structure | Opening a file in PLM | |
Using Infocards | ||
Update Document | Using Infocards | |
Update File | Using Infocards | |
Synchronize Headers | Synchronize Headers | |
Show Meta Data | Viewing PLM Data | |
Clear Storage Information | Clear Storage Information | |
Delete Local files | Delete Local Files | |
Display Mapping Rules |
For information on mapping, see:
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Associate Template Mapping | The Associate Mapping Rules menu option | |
Remove Mapping Association | Removing mapping associations | |
Preferences | Integration Preferences | |
About | Contains product and system information as well as additional sources for professional assistance. | |
To Toggle the Integration Preference (Create Document + Item) | Creates both the document and item when you click Save to PLM. | |
To Toggle the Integration Preference (Create Document Only) | Creates only document when you click Save to PLM. | |
To Toggle the Integration Preference [Save Only Modified File] to False | Disables the Save Only Modified File integration preference | |
To Toggle the Integration Preference [Save Only Modified File] to True | Enables the Save Only Modified File integration preference |