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Infor PLM for Discrete SolidWorks User Guide
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Introduction
Main features of the integration
Getting Started
Software Configuration
To install the integration kit
Installing the Integration
PLM embedded menu and toolbar
Working with PLM
Connecting to PLM
Disconnecting from PLM integration
Saving Files to PLM
To save a file to PLM
Saving a file and creating a document
Download Manager
File Name Uniqueness
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
Link Item to More than one Document
Saving and Unlocking Files
Checking in a File
Check-in related drawing files
Checking out a File
Check-out related drawing files
Taking Ownership
Changing the ownership of a file
Viewing PLM Data
Assigning Mapping Template
Opening a file in PLM
Using Infocards
Synchronize Headers
Clear Storage Information
Delete Local Files
Refresh Files from PLM
Design Variants
Managing design variants/ configurations
Generate Items for all Configurations
Linking configuration to existing item
Automatically create item for configuration
Manually create item for configuration
Best practices
Associative Links
Edit file
Integration Preference
Dispatch to business process
Dispatching documents and/or items to a business process
Dispatching related models or drawings
Controlling Locked Objects
Troubleshooting Scenarios
Saving Modified Files Only
Important Points and Limitations
Integration Preferences to Save Changes to PLM
Save only modified files
Warn if the selected document is changed but not locally saved
Do not traverse the child files under non-modified files
General Mapping
Creating the Template
Opening the template in SolidWorks
Importing the template into PLM
Defining the mapping rules
Mapping options
Mapping restrictions
Attribute format restrictions
Associating the mapping rules to part files, assemblies, or drawings
The Associate Mapping Rules menu option
Removing mapping associations
Using configuration-specific mapping
Display Mapping
Applying the mapping rules
Save Neutral Files Option
Location of generating neutral files
Generate neutral files during
Save Neutral Files Parts
Save Neutral Files Drawing
Save Neutral Files Assembly
Thumbnails
Generating Thumbnails
Generate thumbnails for non-editable files
Thumbnail Locations
Thumbnails for Item Configurations
Generate Thumbnail for Active Configuration
Integration Preferences for Thumbnails
Generate thumbnails during Save to PLM
Generate thumbnails for part file types
Generate thumbnails for assembly file types
Generate thumbnails for drawing file types
Use thumbnail information of active configuration
Generate thumbnails for CAD file structure
Format for thumbnails generation
Balloon Mapping
Constraint
Solution
Assigning mapping template
Integration Preferences for Balloon Mapping
Transfer Ballooning Information
Field in Part List Table
Warn for duplicate Balloon IDs
Warn for Incorrect Ballooning
Apply Ballooning Values of non-default configuration to default configuration
Scenarios in Balloon Mapping
Normal ballooning scenario
When various design variants (configurations) are used
Same item linked to multiple documents
Multiple Views for the same [ model + configuration ] using the same BOM table
Multiple BOM tables for the same [model + configuration]
The Warn for Duplicate Balloon-Ids preference is enabled
The Warn for Incorrect Balloon-Ids preference is enabled
The Warn for Incomplete Ballooning preference is enabled
The Apply Ballooning values of non-default configuration to default configuration preference is enabled
Renaming of SolidWorks Files
Rename - Active File
Rename - Active File Structure
Rename Files - Preference
Integration Preferences
SolidWorks Tab
Locations
Initial Save Option
Concatenate Item/ File ID
Create documents only
Must assign an item
Set Object Attributes During Save
Manual ID entry for documents and/or items
Set object to match file name
Limitations
General Option
Allow Link to Released Item
File Name Uniqueness
Disable Actions on View File
Query Search Default
Save Additional Drawings
Download Additional Drawings
Allow reload of already opened files
Show Message on Successful Open
Warn User when the same item is linked to parent and child components
Take Ownership During Edit File
Skip Mapping for Released Files during Download
Skip Meta Data Comparison During Download
Warn for Missing CheckIn Specific Modified Mapping XML File
Set CAD Instance Name as Item-ID
Generate Items for all Configurations
Save External References
Resolve light-weight components during Save to PLM
Create Separate BOM lines for component files linked to Same item
Update items with ERP Item Default Data automatically
Link Drawing to all Items of Child Model
Process Impacted Documents during download
Indicator for Locally Changed Files in Download Manager dialog
Post Save Process
CheckIn Cleanup
Save and Unlock Cleanup
Show message on successful save
Attach to Workflow
Attached to Business Process
Attached related Models\Drawings
Attach all related objects
Action for objects locked by Business Process
Attach Draft Objects Only
Attach All Items
Troubleshooting Option
Set Item-ID during Initial Save
After Check In Option
Set CAD Instance Name as Item-ID
Toolkit Tab - Introduction
Synchronize All Files During Save
Ignore Items
Disable BOM Creation/ Modification during Save
Show Synchronize message during Save
Enable Selective Checkout
Automatically set resolve filename to New
Toolkit Extensions to Original Application
Troubleshooting
Toolkit and Logwininet log files
Toolkit log
Logwininet log file
CAD application not available in Application list of Mapping Tool dialog box
Recommendation
Setting the Path for the Edit/ View in Integration
Recommendations and FAQs
How to Improve Performance
Saving files to PLM - best practices
Open referenced documents with read-only access
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?
Can I perform PLM operations on the components of my assembly or only on the root?
When I work in a concurrent engineering environment, how can I get the components that other users have changed and that are used in my assembly without closing any files?
Which procedures do you recommend for concurrent engineering?
How can I operate the download manager without opening the files in SolidWorks?
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?
When I modify a complex assembly, which components must be checked out?
How does the integration manage the link between drawings and items?
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