Manuals - 3Dfindit

1.2. PLM Synchro - Create your own parts catalogs

1.2.2. Basic setup via wizard

Start PARTdataCenter and click on PLM Synchro.

-> The PLM Synchro Wizard opens.
This wizard guides you through the PLM Synchro setup process.
Project
Use Browse ... to select the desired project path [Project path].

Note
The path is displayed on the start screen under Recently opened projects so that you can call up the process again later at any time.

Click Next >. [Next>]
Data source
Determine the data source [Data source].
You have the option of creating the process file-based [File based] or PDM-based [PDM based].
- File based
  
  Use Browse ... to select the path to the source directory [Source directory].
  (The interface PdmProxyFSOPdmIfaceC is used automatically)
- PDM based
  Select the desired interface in the list field and select the download directory [Download folder] using Browse ....
  
  The PDM interface can be configured directly from the Wizard.
  Hereto click on .
  -> PARTadmin opens and the corresponding block in the configuration file is already preselected.
Click on Next >. [Next>]

Query

Simple example with only one single condition (see above figure):
In order to import all source files, for example, choose the following setting:

Property Operator Value
Document name LIKE *
Meaning: "Document name like anything"
Click on Next >. [Next>]

Complex example with a combination of queries

When clicking on the respective icon, you can create several queries:

Add a new, separate query. Multiple queries can be used to ease the load on the PDM system
Parts fulfilling the condition of the respective query are imported.
Remove the query
Add a new group. Groups must contain at least two conditions
Select AND or OR as logical link between the group's single items.
- AND: In this group all single conditions have to be fulfilled.
- OR: In this group it is sufficient if only one single condition is fulfilled.

	Note
	Each entry (whether an individual entry or group ) is treated as an independent query. Parts that fulfill the condition of the respective query are imported.

The following figure shows two queries:

Query no. 1: All parts with file extension *.sldprt are imported. The conditions of query 2 are not taken into account here.

Query No. 2: All parts created between 10/05/2017 and 10/10/2017, are imported. The condition of query 1 is not considered here. Query 2 also imports parts with file extension .sldasm in this example.

Tip

Also take a look at the templates....

For example, you can automatically create x queries to query all documents between 01.01. and 01.06. in 30-day increments using the original fulfillment (user-defined).

Click on Next >. [Next>]

In the Property column, you can also select the CSV option in the list field, for example (regardless of whether the data source is file-based or PDM-based). This option is always used if no search is carried out, but a list (CSV) with the parts to be imported is provided by the customer.

You determine the method for reading the data in the configuration file pdmproxies.cfg, in the specific PDM block. Activate the appropriate key there and set the corresponding value.

pdmProxies.cfg

Filter

There are two filter modes, Exclude and Include:
- Exclude (default)
  Exclusion of all activated items
  By default, no options are activated. That means all attributes are imported.
- Include
  Inclusion of all activated items
The filter can be used both for filtering CAD models and for filtering metadata:
- Filtering CAD models
  - Children: This can be used to include or exclude the parts of an assembly
  - Instances
- Filtering meta data
  - Document path
  - Creation date
  - Modification date
  - Release date
  - etc.
  Note
  Metadata is also displayed in the PARTdataManager in the characteristic attribute table.
  
  Click on Next >. [Next>]

Conversion

Input: Determine the type of input data:

CATIA V5
Creo Elements Direct Modeling

Creo Parametric

	Note
	It is not only the settings within PLM Synchro that are important, but also settings within Creo. Please refer to the notes under Section 2.3.8.6, “Conversions from Creo to "STEP" format” in PARTsolutions Administration - Manual .

Inventor
JT
NX
SOLIDWORS
STL
STP
Solid Edge

Output: Select the desired output format from the list box.
- PARTjava (with topology)
  The PSADDONS*ADVANCEDTOPO license is required for this option. If this is available, extended features/topology information such as sphere [Sphere], torus [Torus] and extended cylinder [Elongated Cylinder] are imported. The other features such as holes [Hole], cylinders [Cylinder], cones [Cone], parallel planes [Opposite Planes], patterns [Pattern], rounding [Fillet], etc. are imported with significantly higher quality.
  Output format is STEP.
- PARTjava
  Only standard topology features are written out.
  Output format is STEP.
- STL:

Destination directory

Use Browse ... to select the target directory.

Note

For distributed services, the path entered under Target directory [Destination directory] must be accessible from all computers.

If locally executed, at the best, leave the entered default path.

Click on Next >. [Next>]

Export

Determine catalog name And whether preview images shall be generated.
- Generate preview: If preview images are to be generated automatically, activate the checkbox.
  In the pipeline you can make specific adaptions. On this see Section 1.2.3, “Distributed services”.
- Catalog name: Specify the catalog or directory to which the export is to be made.
  1. Click on Browse ....
    -> The respective dialog box is opened.
  2. Select desired catalog or directory.
  3. Optionally, you can create a new catalog or directory.
    
    Click on New folder [New directory].
    Enter the name [Last name] (internal) and designation [Description] (display name in PARTdataManager ).
    Confirm with OK.
  4. Confirm with OK.
  Click on Next >. [Next>]
Summary

In the summary, check if all settings have been made correctly.
Click on Save to save the summary as a text file.
Finish
Click on Finish to close the wizard and display the process view with pipeline in PARTdataCenter.
Before you start the PLM Synchro process, please make sure that the path to the exe file of the CAD system used is entered in the configuration file pcadmanager.cfg -> Block iface.<cadname> -> Key Command_0.

Example for Inventor
Now you can click on the start button in order to execute the PLM Synchro process.

The process can be paused or stopped anytime.

Note
The dashboard provides you with detailed information on all processes (completed, canceled, running, failed). See Section 1.2.3.3, “Dashboard”.
Result
Open PARTdataManager. Your catalog created with PLM Synchro is now displayed in the parts view [Part view] under Structure -> Catalogs.

Open a part in the part view [Part view].
Metadata was transferred to the characteristic attribute table.
The corresponding information is displayed under Topology information.

In the event of problems, you will receive corresponding information in the message view docking window.

In PARTdataCenter -> Catalog browser [Catalog view] you can open a new wizard window at any time using the context menu command under Workspace -> Processes -> Add PLM process.

For an existing process, you can call up the wizard again using PLM Synchro Edit process [Edit PLM Synchro process].

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Property	Operator	Value
Document name	LIKE	*