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Infor PLM for Discrete Creo User Guide
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About this guide
Introduction
Main features of the integration
Getting started
Requirements
Software configuration
To install the integration kit
Installing the integration
PLM embedded menu
Working with PLM
Connecting to PLM
Disconnecting from the PLM integration
Saving files to PLM
To save a file to PLM
Saving a file to PLM and create only a document
Saving a file to PLM and link the file to an existing item
Save to PLM checks Pro Model Check result
Check for the current Working Directory
Action for objects locked by Business Process
Creating Object IDs based on Item ID
File Name Uniqueness
Retrieving Files from PLM
Download Additional Drawings
Indicator for Locally Changed Files in Download Manager dialog
Skip mapping for released files
Skip meta data comparison during download
Link to item
Saving and unlocking a file
Item Creation during initial save
Set Item-ID based on
Action to take if Item-ID exists in PLM database
Action to take when same Item-ID is generated for multiple files
Checking in a file
Check-in related drawing files
Checking out a file
Check-out related drawing files
Changing ownership of a file
Take ownership
Viewing PLM Data
Opening file in a PLM Structure view
Using infocards
Synchronize headers
Clear storage information
Delete local files
Refresh files from PLM
Design variants
Capturing design variants/configurations
Generate Items for all Configurations
Manually link new items to design variants
To link existing items to a design variant
Manually linking new assembly items to design variants
Automatically link new items to design variants
Associative Links
Associative Links Operations
Limitations
Dispatch to business process
Dispatching related models or drawings
General mapping
Creating mapping template
Defining the mapping rules
Mapping options
Mapping restrictions
Attribute format restrictions
Associating the mapping rules to part files, assemblies, or drawings
Associate mapping rules menu option
Removing mapping associations
Using configuration-specific mapping
Display mapping
Applying the mapping rules
Thumbnails
Generating Thumbnails
Thumbnails for Item Configurations
Thumbnail Locations
Integration Preferences for Thumbnails
Generate thumbnails for CAD file structure
Format for thumbnails generation
Balloon Mapping
Integration Preferences for Balloon Mapping
Transferring balloon numbers from Creo to Infor PLM
Support for Pro-Manikin Files
Setting Preferences
Integration Properties for Integration dialog box
General integration and authorization property settings
Creo Preferences
Locations
Initial Save Option
General Option
Save Neutral Files Option
Configuration of PDF Writer
Configuring a post script printer
Post Save Process
Attach to Workflow/Business Process Option
Troubleshooting Option
Set CAD instance name as item-ID
Mapping of Customized Fields during Check In
Preferences - Toolkit tab
General Option
Toolkit Extensions to Original Application
Introducing setup and administration
Installation and setup
Viewing, editing, and saving files in the integration - recommended settings
Vault parameter configuration
Setting the Path for the "Edit/View" Command
Troubleshooting
Toolkit log files
Toolkit Log
CAD application not available in Application list of Mapping Tool dialog box
Recommendation
Working with the PLM Integration for Creo
Saving files to PLM - best practices
Saving files to PLM - Recommended practices
How do I introduce a new product to PLM?
Can other people in my group perform changes to the same assembly I work with?
When I work with large assemblies and save them to PLM it takes a long time to complete the operation.
What happens if I have unlocked a component and then realize I must change it?
After saving to PLM, how can I verify the results in PLM?
Which procedures do you recommend for concurrent engineering?
Why does the Resolve File Identity dialog box appear when I save a file to PLM?
How can I find PLM information for files that exist locally on my computer?
How does the integration manage the link between drawings and items?
When I modify a complex assembly, which components must be checked out?
Known Issues in Windows 7
Glossary
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