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SolidWorks Enterprise PDM Data Loading Strategies Marc Young, CEO xLM Solutions, LLC.

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Presentation on theme: "SolidWorks Enterprise PDM Data Loading Strategies Marc Young, CEO xLM Solutions, LLC."— Presentation transcript:

1 SolidWorks Enterprise PDM Data Loading Strategies Marc Young, CEO xLM Solutions, LLC

2 SolidWorks Enterprise PDM Data Loading Strategies Strategies to ease the migration pain… Loading, or migrating, data into EPDM can be a daunting task… With diligent planning and thorough testing, the process can go smoothly

3 SolidWorks Enterprise PDM Data Loading Strategies Data Clean-up and Process Review Data Formats Data Loading Rules Migration Cost Estimation 1. Pre-Migration Data Analysis Manual Processing EPDM Import and Export Tools Custom Scripts (executables, add-ins, etc) Combined Manual Processing and Custom Scripting Pre-Developed Data Migration Programs 2. Data Loading Options Testing the Migration Process Data Verification Pre-Data Load Planning Production Data Load 3. Execution

4 Data Analysis Analyze the Data to be Loaded Determine legacy data nature and location File-/Folder-based Legacy systems (databases, vaults, etc.) Hard copy (e.g., aperture cards) Type of data: CAD (with internal links), office, etc. Anticipate data access issues All sources available? Third-party systems accesses? Additional experts? Additional resources? Is CAD data conversion needed? e.g., ProE SolidWorks Data volume and estimated time to load Will/Can downtime be scheduled for data loading?

5 Analysis Data Clean-Up

6 What types of data clean-up are required? Validate data accuracy

7 Analysis Process Reviews and Updates An opportunity to review business processes Opportunity to evaluate and update user experiences Important: new changes to the underlying data model must be verified with the migration processes

8 Analysis Data Formats CAD Data Meta Data to be Loaded or Added Combined Data

9 Analysis Determine the Data Loading Rules

10 Analysis – Effort and Cost Estimations Time (data loading tools development and testing) Price Resources involved Impact of downtime for users

11 SolidWorks Enterprise PDM Data Loading Strategies Data Clean-up and Process Review Data Formats Data Loading Rules Migration Cost Estimation 1. Pre-Migration Data Analysis Manual Processing EPDM Import and Export Tools Custom Scripts (executables, add-ins, etc) Combined Manual Processing and Custom Scripting Pre-Developed Data Migration Programs 2. Data Loading Options Testing the Migration Process Data Verification Pre-Data Load Planning Production Data Load 3. Execution

12 Data Loading Options Manual Processing – Load Data as Needed EPDMEPDM Legacy System Read Write Execute Read Write Execute Update/Verify Attributes: Part no. Revision Descriptions …

13 Data Loading Options Manual Processing – Load Data as Needed Pros Eliminates migration software development cost and time Data is manually verified during the process for Valid and correct intra- and inter-file relationships (e.g., drawing is linked to the latest revision of model) Updated attributes (part number, revision, descriptions, etc.) Cons Need to maintain two PDM systems for an extended period of time Confusion in data physical location Increased processing time for the user in organizing and moving file(s) Only the latest revision is migrated into EPDM Pros Cons

14 EPDMEPDM Data Loading Options Manual Processing – Drag-and-Drop

15 Pros Simple method to load data, with minimal time consumption Cons Only latest data revisions can be loaded EPDM data attributes must already exist in legacy file properties Assumes valid CAD references and that they reside properly in the respective EPDM folder(s). May become complicated if a large number of folders need to be loaded and/or the legacy folders contain corrupted data Pros Cons

16 EPDMEPDM Legacy System Read Write Execute Read Write Execute Update/Verify Attributes: Part no. Revision Descriptions … Data Loading Options Combined Load Data as Needed and Drag-and-Drop Approach Production Folder(s) Read Write Execute Read Write Execute Legacy Folder

17 Data Loading Options Combined Load Data as Needed and Drag-and-Drop Approach Pros A single location for all data accesses and searches Cons Data copied from the Legacy Folder to Production Folder are disassociated (no revision history between the two data versions) Still a manual process in moving the files Pros Cons

18 Data Loading Options EPDM Import and Export Tools EPDM Import and Export tools – Originally developed for communicating with other enterprise applications such as ERP/MRP systems Import tool can also be used to import or update data in EPDM for migration purposes SolidWorks plans to expand the tools to become the main conduits for importing and exporting data for EPDM Descriptions on the Import and Export tools as well as the associated XML format are in pages of the PDMWorks help manual

19 Data Loading Options EPDM Import and Export Tools Pros Can update attribute information with minimal to no coding Attributes are updated using built-in EPDM functionalities Cons At present, an Import can only be triggered from a workflow trigger event Difficult to update revision history Pros Cons

20 Data Loading Options EPDM Import and Export Tools – An Import Example Drag-and-drop the legacy files into EPDM Use the export tool to create the base XML file Modify the XML file with legacy attribute information Run import tool to update EPDM with the legacy attribute information Example…

21 Data Loading Options Overview of Custom Scripts and Programs

22 Data Loading Options EPDM Custom Script Tool Examples of Custom Script Functions Define target folder structure Automate variable mappings Change and increase the data revision number programmatically if full history is imported Create links among files Load data from legacy databases And more… A Scripting Example Given a set of legacy folders containing files with multiple revisions Each file name contains attribute information Excel files should go into a Manufacturing folder Word documents should go into an Engineering folder All files are to be loaded in Release State Examples of Custom Script Functions A Scripting Example

23 Data Loading Options Pre-Developed Data Migration Tools Requires a basic, one-time configuration When properly configured, tool execution requires no operator intervention Most tools support full Migration of revision history Attribute mappings Events logging And more… Existing tools PDMWorks Workgroup Enterprise PDM (www.solidworks.com)www.solidworks.com SmarTeam Enterprise PDM (www.xlmsolutions.com)www.xlmsolutions.com Pro/Intralink Enterprise PDM (in progress?)

24 SolidWorks Enterprise PDM Data Loading Strategies Data Clean-up and Process Review Data Formats Data Loading Rules Migration Cost Estimation 1. Pre-Migration Data Analysis Manual Processing EPDM Import and Export Tools Custom Scripts (executables, add-ins, etc) Combined Manual Processing and Custom Scripting Pre-Developed Data Migration Programs 2. Data Loading Options Testing the Migration Process Data Verification Pre-Data Load Planning Production Data Load 3. Execution

25 Test the migration process!!! Mitigate all discovered issues Legacy data issues » Missing data files » Orphan links and/or blank fields » Inconsistent legacy data such as revision schema » Bad formats –E.g., Attempts to load characters into integer fields –Class determination rules fail » Repairing the legacy data –Manual clean-up –Change data load rules (i.e., change the code) –Modify the EPDM data model to better accommodate the legacy data Bug(s) in the migration tool code Data loading procedural issues » e.g., failure to delete all files with a creation date before 12/31/1999 Document the migration procedure or update the tool to automate the migration process Test again!!! Execution Testing the Migration Process

26 Execution Data Verification

27 When will the legacy system be turned off? How long will it take to load the data? Will the data loading occur during non- business hours? Specify the data load process: o What are the required pre-data loading activities/events? » e.g., legacy data clean-up o Document the data load sequence » Populate the lookup tables » Import users before documents » Import projects and documents, followed by the associated links » Create references to class data Identify personnel responsible for the various parts of the data load process Execution Pre-Data Load Planning

28 Execution Final Data Load With proper planning and testing, the final data load process should go smoothly Advices: Follow the documented procedures Allocate buffer time for unexpected issues Prepare to support users in the new system

29 SolidWorks Enterprise PDM Data Loading Strategies Thank you! Questions ? Marc Young xLM Solutions, LLC Script example shown is available at:


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