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Advice for managing parasolid and step files in vault?

Question asked by Helmie Van Der Westhuizen on Apr 19, 2016
Latest reply on Apr 21, 2016 by Helmie Van Der Westhuizen

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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.

Prasad Bhonsule Apr 20, 2016 7:27 PM

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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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Prasad Bhonsule Apr 19, 2016 6:03 PM

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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Helmie Van Der Westhuizen @ Prasad Bhonsule on Apr 20, 2016 7:15 AM

Hi Prasad,

We would like them to have the same revision level as the part.

Regards,

Helmie

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Prasad Bhonsule @ Helmie Van Der Westhuizen on Apr 20, 2016 7:27 PM

Kind regards,

Prasad

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Helmie Van Der Westhuizen @ Prasad Bhonsule on Apr 21, 2016 2:13 PM

Thanks Prasad. That's what I was thinking also.

Regards,

Helmie

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Craig Schultz Apr 20, 2016 11:23 AM

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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Helmie Van Der Westhuizen @ Craig Schultz on Apr 20, 2016 8:58 PM

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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6 Replies

Prasad Bhonsule Apr 19, 2016 6:03 PM
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Correct Answer
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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- Helmie Van Der Westhuizen @ Prasad Bhonsule on Apr 20, 2016 7:15 AM
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  Hi Prasad,
  
  We would like them to have the same revision level as the part.
  
  Regards,
  Helmie
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  - Prasad Bhonsule @ Helmie Van Der Westhuizen on Apr 20, 2016 7:27 PM
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    Correct Answer
    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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    - Helmie Van Der Westhuizen @ Prasad Bhonsule on Apr 21, 2016 2:13 PM
      Mark Correct
      Correct Answer
      Thanks Prasad. That's what I was thinking also.
      
      Regards,
      Helmie
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Craig Schultz Apr 20, 2016 11:23 AM
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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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- Helmie Van Der Westhuizen @ Craig Schultz on Apr 20, 2016 8:58 PM
  Mark Correct
  Correct Answer
  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
  Like • Show 0 Likes0
  Actions

Advice for managing parasolid and step files in vault?

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