6 Replies Latest reply on Apr 21, 2016 2:13 PM by Helmie Van Der Westhuizen

Advice for managing parasolid and step files in vault?

Helmie Van Der Westhuizen Apr 19, 2016 12:26 PM

Hi,

I'm still a newbie when it comes to PDM.

We're just getting ready to launch Standard PDM Beta Vault, coming from a Windows folder system. We create .STEP files for purchasing and Parasolid files for our in-house CNC. Does anyone have advice on the best practice to manage these files? I was thinking of storing them in the vault as a reference file linked to the part and I have the Data card showing when such a file is referenced. The linked file however doesn't have a revision assigned. Do I need a separate workflow for that?

Thanks.

Re: Advice for managing parasolid and step files in vault?

Prasad Bhonsule Apr 19, 2016 6:03 PM (in response to Helmie Van Der Westhuizen)

Hi Helmie, are your parasolid files and step files going to be revision managed as well?

If not, then you can put them into a separate workflow and just store them without any transitions, revision actions etc.

Kind regards,

Prasad
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- Re: Advice for managing parasolid and step files in vault?
  
  Helmie Van Der Westhuizen Apr 20, 2016 7:15 AM (in response to Prasad Bhonsule)
  
  Hi Prasad,
  
  We would like them to have the same revision level as the part.
  
  Regards,
  Helmie
  
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  - Re: Advice for managing parasolid and step files in vault?
    
    Prasad Bhonsule Apr 20, 2016 7:27 PM (in response to Helmie Van Der Westhuizen)
    
    Hi Helmie, i believe in PDM Standard you are limited to having one workflow only (apologies I missed this detail in your original post) so in your case you can put the Parasolid and STEP files in with your CAD files and if you attach them to the CAD files using Paste as reference, then they will move through the workflow along with your CAD files and consequently have the same revision.
    
    Kind regards,
    
    Prasad
    
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    - Re: Advice for managing parasolid and step files in vault?
      
      Helmie Van Der Westhuizen Apr 21, 2016 2:13 PM (in response to Prasad Bhonsule)
      
      Thanks Prasad. That's what I was thinking also.
      
      Regards,
      Helmie
      
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Re: Advice for managing parasolid and step files in vault?

Craig Schultz Apr 20, 2016 11:23 AM (in response to Helmie Van Der Westhuizen)

I don't know what you can do in Standard..... We control our step and igs files by exporting them through a task and naming them as "partnumber_rev" when the part goes through a transition. I have it set up to categorize as CAD-nonSW, then the workflow is one state. Certain people have access to those files based on permissions.
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- Re: Advice for managing parasolid and step files in vault?
  
  Helmie Van Der Westhuizen Apr 20, 2016 8:58 PM (in response to Craig Schultz)
  
  Hi Craig,
  
  Thanks for the answer. I was hoping that we will not have to manually save the "solid" file with the revision letter, because that's how we do it now without the vault, but sounds like that's the only option. I'm planning to reference the Non-CAD file to the part file.
  
  Regards,
  Helmie
  
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