MCAD Connector for SolidWorks User Manual
Contents
1. be generated from a SolidWorks object This file is also stored the vault and has also a reference to the corresponding document metadata set 1 In Agile e6 1 open the 2D Drawing and the respective Type List 2 Select the respective drawing 3 Click Selection to CAD The corresponding model is identified and checked out automatically 3D Models STEP Files x 2 E oj Document Number 5 Organi Alias Number R 44 Drawing Child Pa Lifecycle PI 0 002 1 0 SchraubeM6x40 04 002 0 0 14 0 STD DOC 110 The following options are available for loading complete complete always check out complete without titlebox update top level viewing Menu Entry Description complete Opens in Agile e6 1 the Type List to search for the document metadata sets The respective document can be selected and the PLM system is prompted to make the SolidWorks object which belongs to that document metadata set available After copying the file s successfully from the vault to the local temporary directory determined in the file 3DCADMapping ini in section CheckOutDisk and CheckOutPath it becomes a SolidWorks object The title box of the drawing is automatically updated with the appropriate metadata If a newer version of this file exists a warning is displayed complete always See description complete If a newe2. SolidWorks drawing object complete complete always check out complete without titlebox update top level viewing Set drawing reservation Reset drawing reservation Set tree reservation Reset tree reservation Set Readonly Reset Readonly Update Titlebox Display Metadata Assign Create Item current configuration Create Item all configurations Assign Item active configuration Display Item Remove locale files Chapter 2 6 Oracle Agile Engineering Data Management Chapter 3 Save and Load CAD Files PLM system establishes Agile objects parts documents for each CAD object Its content derives from this object type 83D model 2D drawing item Such Agile objects have a reference to at least one CAD file that can be stored in a dedicated vault or locally in the network Start and Stop the Agile e6 1 Client 1 From your SolidWorks main toolbar select Agile gt Start Client 2 To stop the Agile e6 1 client select Agile gt Stop Client Note Save updated files in Agile e6 1 Check in before stopping the Agile e6 1 client If the files are not saved they will be stored only in the local work directory CheckOutPath When stopping the SolidWorks session you will be asked if the files should be deleted Load Model A SolidWorks model is specified by at least one file SLDPRT SLDASM Using the CCM integration the usage of these files will be managed by Agile e6 1 Ea
3. gt gt gt gt gt PNo Item Number Name gt 1 10 0 005 0 Default 1 20 0 006 0 Default 1 30 004 0 kurz Note The structure of this item is also displayed in the BOM tab of this form Chapter 4 14 Oracle Agile Engineering Data Management Number Revision foa o03 ITEN 0000 jo Eurz Organization Alias Number Revision 0 0 006 Oracle Agile Engineering Data Management Chapter 4 15 MCAD Connector for SolidWorks Version 2 9 1 0 User Manual Chapter 4 16 Oracle Agile Engineering Data Management Chapter 5 Additional Functions For Parts Assemblies and Drawings Get Properties Assemblies There are three possibilities to update the properties of assemblies 1 The properties of the complete hierarchy are updated Every configuration is considered their properties are also updated Select Agile gt GetProperties gt whole hierarchy 2 Only the properties of the top element are updated Multiple configurations of the top element are also considered and their properties are also updated Select Agile gt GetProperties gt top element all configurations 3 Only the properties of the top element are updated Only the currently active configuration is considered and its properties are also updated Select Agile gt GetProperties gt top element current configuration Note Possibility 1 takes th
4. 2 With Reset tree reservation the reservation is cancelled Oracle Agile Engineering Data Management Chapter 5 19 MCAD Connector for SolidWorks Version 2 9 1 0 User Manual Chapter 5 20 Oracle Agile Engineering Data Management
5. Management Chapter 3 11 MCAD Connector for SolidWorks Version 2 9 1 0 User Manual Chapter 3 12 Oracle Agile Engineering Data Management Chapter 4 Create a BOM If a CAD object is known in Agile e6 1 than it is possible to create a Agile e6 1 data set describing an associated item Of course this does not work with generic objects but with each member of the family table that represents a physical part Create an New items can be created in Agile e6 1 which are then linked to the current SolidWorks object Select Agile gt Item gt Create Item Creates an item metadata set in Agile e6 1 First the model structure is analyzed to test if all involved models of the structure belong to an item If this is the case the metadata set is updated in the background After this Agile e6 1 is opened and the item form is in edit mode for each model that is not linked to an item yet The default entries are already included After completing the new item metadata set manually save it Finally the item form for the active SolidWorks object is displayed in edit mode Complete the new item metadata set manually and save it Create Item current configuration See also description for Create Item Creates an item metadata set in Agile e6 1 that is linked to a current SolidWorks part in its current configuration If the current SolidWorks object is already linked to an item in the database an update will be per
6. USTO Thu Oct 30 13 01 56 20080 Thu Apr 24 14 1 006 0 0 5 EDBCUSTO Thu Oct 30 13 01 55 20080 Thu Apr 24 14 1 Unset Reservation ec Selected Check Selected 3 Unch Uncheck 11 Check All PLM Info 3 3 Reservation off cancel No Description Check box Activated Intended for saving in PLM Highlighted No effect It is also the select criteria when using button 12 or 13 2 Icon for the respective file type is the same for SLDPRT and SLDASM Oracle Agile Engineering Data Management Chapter 3 9 MCAD Connector for SolidWorks Version 2 9 1 0 User Manual File name incl extension Workflow status of the model Check result for sufficient access rights enabling a successful saving Clicking button 12 Displays username i Clicking button 13 Cancels displaying user name 7 Date of the last file modification in the local user work directory 8 Date of the last modification of the latest file version that was checked in to PLM Selected After a successful saving the reservation of the objects will be cancelled Unselected After a successful saving the reservation of the objects will not be cancelled 10 Disabled by default can be enabled to execute a custom script settings see 3DCADMapping ini sections SavePreview ExecTclButton and SavePreview ExecTclScript 11 Deselects the
7. Version e6 1 ORACLE Oracle Agile Engineering Data Management MCAD Connector for SolidWorks Version 2 9 1 0 User Manual Part No E14017 01 November 2008 MCAD Connector for SolidWorks Version 2 9 1 0 User Manual Copyright and Trademarks Copyright 1995 2008 Oracle and or its affiliates All rights reserved This software and related documentation are provided under a license agreement containing restrictions on use and disclosure and are protected by intellectual property laws Except as expressly permitted in your license agreement or allowed by law you may not use copy reproduce translate broadcast modify license transmit distribute exhibit perform publish or display any part in any form or by any means Reverse engineering disassembly or decompilation of this software unless required by law for interoperability is prohibited The information contained herein is subject to change without notice and is not warranted to be error free If you find any errors please report them to us in writing If this software or related documentation is delivered to the U S Government or anyone licensing it on behalf of the U S Government the following notice is applicable U S GOVERNMENT RIGHTS Programs software databases and related documentation and technical data delivered to U S Government customers are commercial computer software or commercial technical data pursuant to the applicable Federal Acqui
8. ch file stored in the vault has a reference to a document metadata set 1 Select Agile gt Load Models gt The following options are available for loading models complete complete always check out top level viewing via item special configuration Menu Entry Description complete Opens in Agile e6 1 the Type List to search for the document metadata sets The respective document can be selected and the PLM system is prompted to make the SolidWorks object which belongs to that document metadata set available After copying the file s successfully from the vault to the local temporary directory determined in the file 3DCADMapping ini in section CheckOutDisk and CheckOutPath it becomes a SolidWorks object If a newer version of this file exists a warning is displayed complete always See description complete If a newer version of this file exists no warning is displayed top level viewing Checks out the top level structure of an assembly for viewing The SolidWorks Feature Oracle Agile Engineering Data Management Chapter 3 7 MCAD Connector for SolidWorks Version 2 9 1 0 User Manual Manager design tree is empty The object is in Read only mode via item special Checks out a special configuration of the SolidWorks object because an item references configuration to this special configuration Load Drawings 2D drawing SLDDRW
9. checkboxes in the first column of those lines that have been selected if e g button 14 has been used before 42 Deselects the checkboxes in the first column of those lines that are not selected if e g button 14 has been used before 13 All selections from the checkboxes in the first column are removed 14 All checkboxes in the first column are selected For the selected lines the process starts saving the SolidWorks files in the PLM vault and simultaneous 15 updating of the metadata in the corresponding PLM document data set 16 For all marked objects the corresponding metadata in the PLM document data sets will be read out Enables a temporary access reservation during saving the entire assembly This avoids an access conflict situation when an unintended load order for an involved document comes 17 from another user The reservation is not permanently in PLM 18 Disables a temporary access reservation during saving the entire assembly Cancels the planned saving in PLM anda message is displayed in SolidWorks Saving Model was not successful 19 3 If an object is saved the first time a type specific form is opened in Agile e6 1 This form is already filled with data In the standard dump there is only one mandatory field the Document Number 4 Save the form Chapter 3 10 Oracle Agile Engineering Data Management Save This is the normal way fo
10. e a BOM 13 Greate ante mM 13 dian dn ada La a aa een 13 Additional FUNCUONS csiscccsccseccavscvsncesucpascavcchencescsrsscaccueacenetstessadcentonsdavussentesctesadasctsnncsecans 17 For Parts Assemblies and 5 17 17 17 Assigning to an Existing Document 401 11 ARR 17 Remove Local aa 18 18 Object Reservation we haan sie deen Nae 18 Tree Reservation sedans ta ivan 19 iv Oracle Agile Engineering Data Management Preface The Oracle documentation set includes Adobe Acrobat PDF files The Oracle Technology Network OTN Web site http www oracle com technology documentation agile html co
11. e longest and possibility 3 is the fastest Parts There are two possibilities to update the properties of parts 1 properties of all configurations are updated Select Agile gt GetProperties gt all configurations 2 The properties of the current configuration are updated Agile gt GetProperties gt current configuration Display Metadata 1 Select Agile gt Part Assembly Drawing gt Display Metadata The Agile e6 1 window is opened and displays the respective type form 2D Drawing or 3D Models etc which contains the metadata of the active object Assigning to an Existing Document Dataset 1 Select Agile gt Part Assembly Drawing gt Assign Oracle Agile Engineering Data Management Chapter 5 17 MCAD Connector for SolidWorks Version 2 9 1 0 User Manual Assigns the current SolidWorks object to an existing Agile e6 1 metadata set Note It is only possible to assign a model to a 3D Model and a drawing to a 2D Drawing Remove Local Files 1 Select Agile gt Tools gt Remove local files Removes copies of SolidWorks files which are checked out from your hard drive Note Files can only be deleted when they are no longer used in the SolidWorks session The files will be physically removed and cannot be recovered The Remove local files list is opened displaying all checked out files Remove local files C axalanttmp DemoPpart02_C4X 00001354 0 0 SLDPRT On Disk C axalanttm
12. eckout reservations in Agile e6 1 when they load files into their CAD session Additional files such as viewables PDF TIFF etc can be attached to the Agile e6 1 document Create a BOM If the data of the particular involved items exist the designer may use the Create BOM command to create or update the Agile e6 BOM This will create a Product Structure either for all substructures or only flat i e only at the first level To avoid tedious manual entries of the BOM it is possible to merge items of standard parts and items of auxilliary parts as well This function is used when an item representing the Design Structure already exists Creating and updating the BOM is running in the background The BOM can also be updated with interaction This enables to modify the appropriate information in Agile e6 1 Chapter 1 2 Oracle Agile Engineering Data Management Chapter 2 Key Features The Agile e6 1 SolidWorks integration CCM is an add on module to the standard Agile e6 1 system The integration functions are provided with additional and expanded menus in Agile e6 1 and SolidWorks A main menu has been added for Agile e6 1 to the standard SolidWorks menu This allows accessing the features of the integration It is available within all modules of SolidWorks The appropriate Agile submenus are context sensitive A brief description of each function is shown in the bottom line of the SolidWorks window Agile e6 SolidWorks In
13. ervices Oracle Corporation and its affiliates will not be responsible for any loss costs or damages incurred due to your access to or use of third party content products or services Oracle Agile Engineering Data Management iii CONTENTS Copyright and Trademarks ts ei ees bade aie iii E A 1 Documentation isa 1 Agile SolidWorks Integration ccccceceeeceeeeeeeeceeeeeeeecaaeeeeaeeceeeeecaaeeesaaeseeeeecaeeeseaesseaeeesaeeesaesesaeeeenees 1 Overview of the Basic 2 OA GAD F Ea 2 maven arena Mates 2 Key Features 3 T 3 Save Load CAD Files ivisiciiscostectieiecestesisvestcnsnconsanevessenanaaeeesavaducnascnusvssacuaneesseiusessusaseaices 7 Start and Stop the Agile 6 1 7 Eoad 7 Save a CAD OBJECT 9 QUickSave 9 11 Setting Sav Option Seringai edade a 11 Creat
14. esign tree in Solid Works 71 BS ujoint Default lt Display State A Annotations mert eein 1 Design Binder Lights and Cameras 1 Assembly ujoint 2 Add to Library 3 Comment Origin Tree Display gt AG bracket lt 1 gt Show Hierarchy Only female lt 1 gt Set Resolved to Lightweight yoke_male lt 1 gt Show Update Holders 4 59 spider lt 1 gt O u joint_pinz lt 1 gt Hide 59 u joint_pin2 lt 2 gt Show with Dependents O u joint_pini lt 1 gt Component Display gt crank shaft lt 1 gt Add Configuration m crank arm lt 1 gt 5 crank knob lt 1 gt Insert New Sub assembly Mf MateGroup1 Suspend Automatic Rebuild Document Properties Appearance Set assembly reservation Reset assembly reservation Reset tree reservation 1 Set tree reservation reserves an assembly tree The function runs automatically in the background and the reservation is stored in Agile e6 1 When another user tries to save the reserved object a warning is displayed in the SolidWorks window To avoid structure confusions this warning should be answered with No The message window in Agile e6 1 displays the name of the user who reserved this object The same information is displayed in the Save Preview window when clicking the PLM Info button
15. formed in the background Create Item all configurations See also description for Create Creates a separate item metadata set in Agile e6 1 for each configuration of the actual SolidWorks part Display Item Agile e6 1 is opened and displays the respective item form default EDB ART CFR Note In a standard out of the box installation the item number is the same as the document number Create a BOM This function generates an item structure for the item linked to the active assembly model Oracle Agile Engineering Data Management Chapter 4 13 MCAD Connector for SolidWorks Version 2 9 1 0 User Manual 1 Select Agile gt gt Create BOM First the model structure is analysed If no error is detected the Bill of Material is generated in the background and added to the metadata set of the respective item If the Bill of Materials was created successfully a message window is opened The SolidWorks window remains in the foreground Information 1 The Bill of Material was created successfully 2 see the BOM select Agile gt Item gt Display The Agile e6 1 window is opened and displays the item form filled with the item metadata set From the context menu of this form select the menu for the multi level structure explosion Number Revision Child 3 ss jo FE Name Parent Organization Alias Number cma ol gt
16. les created in SolidWorks will be checked into Agile e6 1 file vault and managed with additional meta information The main features of the SolidWorks integration are Save Saves native CAD data from the current session into Agile Load Loads native CAD data from Agile into the current CAD session o Reserving objects Reserves CAD objects Create item Creates an item of a SolidWorks model o Creating BOM Creates a BOM structure of a SolidWorks assembly Oracle Agile Engineering Data Management Chapter 1 1 MCAD Connector for SolidWorks Version 2 9 1 0 User Manual Overview of the Basic Processes Design Structure Product Structure CAD Workstation Primary use cases 1 Save and Load CAD files 7 Create BOM Save and Load CAD Files CAD designs i e 3D objects and 2D drawings for parts as well as assemblies are created within the CAD system environment with files in a working directory which may be local or network attached The designer saves into Agile e6 1 which creates a design structure that mimics the structure of the CAD assembly The native CAD files are attached to this design structure which is used as the basis for loading and re saving the CAD designs Since Agile e6 1 manages a centralized repository or alternatively Distributed File Management all CAD designers in the enterprise have access to these files under control of Agile e6 1 roles and privileges Individual designers can set ch
17. ntains the latest versions of the Oracle Agile EDM PDF files You can view or download these manuals from the Web site or you can ask your Agile administrator if there is an Oracle Documentation folder available on your network from which you can access the documentation PDF files Note To read the PDF files you must use the free Adobe Acrobat Reader version 7 0 or later This program be downloaded from the Adobe Web site http Awww adobe com Note Before calling Agile Support about a problem with an Oracle Agile EDM manual please have the full part number which is located on the title page TTY Access to Oracle Support Services Oracle provides dedicated Text Telephone TTY access to Oracle Support Services within the United States of America 24 hours a day 7 days a week For TTY support call 800 446 2398 Outside the United States call 1 407 458 2479 Readme Any last minute information about Oracle Agile EDM can be found in the Release Notes file on the Oracle Technology Network OTN Web site http Awww oracle com technology documentation agile_eseries html Agile Training Aids Go to the Oracle University Web page http Awww oracle com education chooser selectcountry_new html for more information on Agile Training offerings Accessibility of Code Examples in Documentation Screen readers may not always correctly read the code examples in this document The conventions for writing code require that cl
18. osing braces should appear on an otherwise empty line however some screen readers may not always read a line of text that consists solely of a bracket or brace Accessibility of Links to External Web Sites in Documentation This documentation may contain links to Web sites of other companies or organizations that Oracle does not own or control Oracle neither evaluates nor makes any representations regarding the accessibility of these Web sites Oracle Agile Engineering Data Management Chapter 1 Introduction Documentation This documentation is intended to be used with the integration It does not give in depth information on the concepts and usage of Agile e6 1 or the CAD system For more information on that refer to the respective documentation Note The information in this document is based on a standard installation Constraints Modification of the CAD structure and objects e g create move delete copy etc is done the CAD system It represents the Engineering Master Agile e6 1 is the Organizational Master for managing CAD objects structures with independent objects in the construction and release process of a company e g single parts drawings 3D models but not for individual CAD base elements e g lines surfaces bodies etc Agile SolidWorks Integration This integration facilitates the management of SolidWorks parts components and drawings and metadata information in Agile e6 1 Fi
19. p 1 1255865224 71000 CAX 00001354 0 0 SLDDRW On Disk 2 Select the required files and click Delete The local copy of the file s is deleted At the end of a SolidWorks session you will be asked if the local directory should be cleaned Reservation Object Reservation 1 Select Agile gt Part Assembly Drawing gt Set Reservation In SolidWorks it is possible to reserve objects which are then blocked for other users The function runs automatically in the background and the reservation is stored in PLM When another user tries to save the reserved object a warning is displayed in the SolidWorks window To avoid structure confusions this warning should be answered with No The message window in Agile e6 1 displays the name of the user who reserved this object The same information is displayed in the Save Preview window when clicking the PLM Info button x Filename Local modified PLM file stamp Status Access Reserved by U joint_cAx 00001068_0_0 SLDASM Fri Sep 02 16 37 41 20050 Fri Sep 02 16 110 In work DEMOUSR Save Cancel PLM Info Reservation Reservation oft 2 cancel the reserveation select Agile gt Part Assembly Drawing gt Unset Reservation Chapter 5 18 Oracle Agile Engineering Data Management Tree Reservation Note For assemblies it is possible to reserve either a single part or a complete tree using the context menu of the FeatureManager d
20. r saving Note The menu entry Save is part of the menu because some older SolidWorks versions do not support the QuickSave feature Setting Save Options When saving several save options are available for saving a SolidWorks object to PLM as an attachment to an Agile e6 1 document 1 Select Agile gt Save gt Options x Save Standard Save Batch TIFF File Creatio DXF File Creation I BMP File Creation The save options be changed at any time before saving is chosen Generally when starting the Agile e6 1 client the option Save standard is pre selected When saving in Batch mode it is necessary to ensure that all mandatory mask fields will be filled automatically e g using a number generator Save Option Description Save Standard If an object is saved the first time it runs in interactive mode Updates are saved in Batch mode Save Batch Save is run in the background and the metadata set is updated Save Interactive Allows changing entries manually in the updated Type mask TIFF File Creation Saves file additionally in TIFF format and checks it in when the active object is a drawing DXF File Creation Saves file additionally in DXF format and checks it in when the active object is a drawing BMP File Creation Saves file additionally in BMP format and checks it in when the active object is a model Oracle Agile Engineering Data
21. r version of this file exists no warning is displayed complete without See description complete To increase the performance the titlebox update is avoided top level Checks out the top level structure of an assembly for viewing The SolidWorks Feature viewing Manager design tree is blank The object is in Read only mode Chapter 3 8 Oracle Agile Engineering Data Management Save a CAD Object Two features are available for saving new or updated SolidWorks objects in Agile e6 1 Quicksave The structure links will be checked in a faster way using a new SolidWorks programming tool This is recommended to use a Save This is the traditional way for saving Several minor object properties are updated additionally Quicksave 1 Select Agile gt Save gt Quicksave update Only updated objects are saved Note It is also possible to save all objects related to the assembly Agile gt Save gt Quicksave all The Save Preview window is opened containing the respective SolidWorks objects 2 Select the files that should be checked in Save Preview Filename Status Access Reserved by Local modified file stamp 1225368149796000 51 Thu Oct 30 13 02 30 20080 verbindungsbauarupp EDBCUSTO Thu Oct 30 13 01 57 20080 Fri Oct 24 16 3 Schraube QA 004 0 0 EDBCUSTO Thu Oct 30 13 01 57 20080 Fri Oct 24 16 0 Scheibe QA 005 0 0 EDBC
22. sition Regulation and agency specific supplemental regulations As such the use duplication disclosure modification and adaptation shall be subject to the restrictions and license terms set forth in the applicable Government contract and to the extent applicable by the terms of the Government contract the additional rights set forth in FAR 52 227 19 Commercial Computer Software License December 2007 Oracle USA Inc 500 Oracle Parkway Redwood City CA 94065 This software is developed for general use a variety of information management applications It is not developed or intended for use in any inherently dangerous applications including applications which may create a risk of personal injury If you use this software in dangerous applications then you shall be responsible to take all appropriate fail safe backup redundancy and other measures to ensure the safe use of this software Oracle Corporation and its affiliates disclaim any liability for any damages caused by use of this software in dangerous applications Oracle is a registered trademark of Oracle Corporation and or its affiliates Other names may be trademarks of their respective owners This software and documentation may provide access to or information on content products and services from third parties Oracle Corporation and its affiliates are not responsible for and expressly disclaim all warranties of any kind with respect to third party content products and s
23. tegration CCM 2 9 1 0 Initial state of the menu tree complete complete always check out complete without titlebox update top level viewing Start Client Stop Client Model Load Drawing gt Remove locale files complete complete always check out complete without titlebox update top level viewing Note The official menu is this harmonized menu Oracle Agile Engineering Data Management Chapter 2 3 MCAD Connector for SolidWorks Version 2 9 1 0 User Manual complete complete always check out top level viewing Menu tree for a SolidWorks part object epedel complete complete always check out complete without titlebox update top level viewing Create Item current configuration Create Item all configurations Assign Item active configuration Display Item Chapter 2 4 Oracle Agile Engineering Data Management Menu tree for a SolidWorks assembly object complete complete always check out top level viewing via item special configuration complete complete always check out complete without titlebox update top level viewing Remove locale files Oracle Agile Engineering Data Management Chapter 2 5 MCAD Connector for SolidWorks Version 2 9 1 0 User Manual complete complete always check out top level viewing via item special configuration Menu tree for a
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