Successful Migration of ProINTRALINK and Pro/ENGINEER Data into Autodesk Vault Professional

Christian Ellerbrock nexxtsoft © 2012 Autodesk

About The Speaker

Christian Ellerbrock

has been the general manager of nexxtsoft software development division, and a management and strategic consultant in the automotive industry since 1996. He was a project manager and senior consultant working in more than 20 medium (500-user) to large (5000-user) enterprise PLM implementations in various industries (aerospace, automotive, plant).

[email protected]

nexxtsoft GmbH Neuer Höltigbaum 32 22143 Hamburg Germany © 2012 Autodesk

About nexxt

soft nexxtsoft

is an Autodesk development partner and independent software vendor focusing on supplementary solutions for virtual product development with Autodesk products.

PLM

PLM Consulting Solutions for PLM360

Software

Supplementary Solutions for Autodesk Products

Integration

System Integration, Migration, Data Exchange © 2012 Autodesk

Class Summary

In this class, you will learn how to successfully migrate data from ProINTRALINK® version 3.x to Autodesk Vault Professional.

PTC® We will also discuss how to handle Creo™ (formerly Pro/ENGINEER) data after migration using the Autodesk Vault Professional add-in for CREO.

The class will cover the complete migration workflow, CAD data management, add-in use, and necessary daily working techniques in this arena.

© 2012 Autodesk

Learning Objectives

At the end of this class, you will be able to:  Understand the overall migration process from ProINTRALINK to Autodesk Vault Professional.

 Create migration projects with Dataloader for ProINTRALINK, analyze, prepare and modify ProINTRALINK data for Vault Pro Import.

 Import ProINTRALINK data into Vault Pro using Dataloader for ProINTRALINK and Autodesk Transfer Utility.

 Understand the multi Workfolder concept of CREO / ProENGINEER Add-In for Autodesk Vault Professional and the features of the Add-In.

© 2012 Autodesk

CONTENT

This presentation is organized in 3 parts

1.

Introduction Overview,

fundamental concepts and key factors

2.

Save Your Asset, Save Your Data!

How to migrate from ProINTRALINK to Autodesk Vault Professional

3.

To Carry On Without Stopping!

Using Autodesk Vault Professional Add-In for CREO (ProENGINEER)

© 2012 Autodesk

Introduction and Fundamental Concepts

Part 1

© 2012 Autodesk

Introduction

 Creo Elements/Pro formerly Pro/ENGINEER is PTC’s 3D parametric CAD/CAM/CAE solution (for brevity we say “CREO”).

 Following a multi-CAD integration strategy Autodesk Vault Professional supports CREO (and other CAx systems) since 2009.

 Since then Autodesk and nexxtsoft developed a rich tool set to support CREO related engineering processes.  This also covers the migration from legacy systems like ProINTRALINK to Autodesk Vault Professional.

© 2012 Autodesk

Toolset Overview

Autodesk Vault Pro Autoloader for CREO (ProENGINEER) Vault SDK (SOA) PTC CREO (ProENGINEER) CREO Toolkit Autodesk Inventor PTC ProINTRALINK 3.x

ProINTRALINK Data Loader (Migration Tool) Autodesk Vault Professional Vault SDK (SOA) Autodesk Vault Pro Add-In for CREO (ProENGINEER) Autodesk Vault Pro Job Server Tools for CREO (ProENGINEER)

Please see class handout for further detailed information.

© 2012 Autodesk

Toolset Overview

Autodesk Vault Pro Autoloader for CREO (ProENGINEER) Vault SDK (SOA) PTC CREO (ProENGINEER) CREO Toolkit Autodesk Inventor PTC ProINTRALINK 3.x

ProINTRALINK Data Loader (Migration Tool) Autodesk Vault Professional Vault SDK (SOA) Autodesk Vault Pro Add-In for CREO (ProENGINEER) Autodesk Vault Pro Job Server Tools for CREO (ProENGINEER)

© 2012 Autodesk

Today we focus on the following…

PTC ProINTRALINK 3.x

ProINTRALINK Data Loader (Migration Tool) Migration from ProINTRALINK to Autodesk Vault Professional Autodesk Vault Professional Autodesk Vault Pro Add-In for CREO (ProENGINEER) Using CREO (ProENGINEER) with Autodesk Vault Professional

© 2012 Autodesk

Why companies want to migrate (to Vault Pro)

 ProINTRALINK 3.x is not supported any more – they have to replace it  PDMLink or ProINTRALINK 9.x or 10 is not an alternative for all companies  Migration effort and cost might be acceptable.

 Keeping the system up and running - maybe not.

Without the intention of selling something: Autodesk Vault Professional is a sustainable, reliable alternative  Covers the needs of ProINTRALINK users  Less efforts and costs © 2012 Autodesk

Compare ProINTRALINK and Vault Professional (focus on file management)

Concept ProINTRALINK 3.x

File based collaboration and basic Pro/Engineer data management (versions, check in/out, lock) File based

collaboration

and basic

CREO

data management (versions, check in/out, lock)

Multi-CAD

file management Configurable part numbering and versioning Configurable properties (parameters) and exchange with CAD Part libraries Replication Life-Cycle support

Change Management

Branches

Multi Work folder and personal Work folder support

Sever wide

rename

and resolving of

dependencies Visualization

of CREO (ProENGINEER) files YES (WF3) YES NO YES YES NO YES YES NO YES YES YES YES  Vault Professional provides further PDM/PLM functionality  ProINTRALINK 3.x is not supported any more

Vault Professional (with CREO Add-In)

YES YES YES YES YES YES YES YES YES NO YES YES YES © 2012 Autodesk

ProINTRALINK compare to Vault Professional (File Management ) (cont’d)

 Autodesk Vault Pro can handle CREO (ProENGINEER) files, including (nested) family tables, specific dependencies (like UDFs), other.

 You might use some ProINTRALINK concepts which cannot be supported one to one   Branches Triggers, customized behavior   needs workaround (like Vault projects) trigger specific solution Most important:

We can migrate your data and manage CREO (Pro/Engineer) fast paced product design in Autodesk Vault Pro!

© 2012 Autodesk

Migrating from ProINTRALINK to Autodesk Vault Professional

Part 2

© 2012 Autodesk

Migration Project Roadmap

1. Preliminary Planning

• • • • Input File Size, Scope ProINTRALINK Reports Customer Requirements Workflow Descriptions • • • Action Evaluate Information Draft Estimation Draft Planning

2. Alignment

• • • Input Database (.dmp) or access to ILINK system Requirements Data Scope

3. Export

• • Input Migration Environment Seed List • • • • • Action Setup Migration Env.

Install Software Analyze database Export Seed Lists Create Detailed Planning • • • Action Meta Data Export File Export Optional: merge parallel environments • • • • • Output Draft Plan, Schedule Checklists Validation Criteria Data Scope Migration Requirements • • • Output Detailed Plan, Schedule Seed List Migration Environment • Output Exported Data

4. Resolution

• • • Input Migration Environment Exported Data Validation Criteria

5. Import

• • • Input Prepared Import Package Production Import Schedule Requirements for Vault Configuration • • • • • Action Review based on Validation Criteria Conflict Resolution Implement Requirements Create Import Package Plan Schedule for production import • • • • • • Action Configure Vault Test Import into “blank” Vault Resolve Conflicts Review based on Validation Criteria Production Import at Customer site Go/No-Go Decision • • • Output Prepared Import Package Production Import Schedule Requirements for Vault Configuration • Output Migrated Data in productive Vault © 2012 Autodesk

Preliminary Planning

 Get information on

customer system environment

(Version of CREO / Pro/Engineer, ProINTRALINK etc.), licenses needed  Create ProINTRALINK

ProLocate reports

for different file types     Get further

customer requirements

Migration Scope (all, latest, etc.) Lifecycles, Version/Revision scheme, properties, etc.

Specific workflows  Create a

first estimation on effort and timing

, plan migration environment 

Agree on migration scope and validation criteria

     Draft Plan / Schedule Checklists Validation Criteria Data Scope Migration Requirements © 2012 Autodesk

Project Alignment

Setup migration environment

  Setup migration (virtual) machine Install software

Verify migration environment and database settings

  (Remote) Access to migration environment, user setup Settings for file store(s)  Sizing of export file storage

Setup and verify target Vault environment Prepare data export

, export seed list(s)

Create detailed planning

    Detailed Plan / Schedule Migration Environment Target Environment Seed Lists (Data Scope) © 2012 Autodesk

Export from ProINTRALINK

Export Meta Data

   Query or import seeds Export meta data (ASM, DRW, PRT, other) All data stored into XML project file

Export Physical Files

  Fetch from ProINTRALINK All files stored into local directories

Customer Advantage

   Customer does

not need to stop productive

system at any time Run

migration in parallel

We

do not touch the productive system

!

PTC ProINTRALINK 3.x

ProINTRALINK Toolkit ProINTRALINK Data Loader (Migration Tool) Customer Data xml Exported Data

  Exported Meta Data Exported Physical Files © 2012 Autodesk

Sample: Export from ProINTRALINK

 Create new migration project  Connect with ProINTRALINK  Query for seed objects  Execute export of selected seeds

Demo

© 2012 Autodesk

Export from ProINTRALINK (cont’d)

Need for parallel export

  If database has > 50.000 objects we recommend to split export process.

Export instance should process > 1.000 objects per hour (approx. 25.000 per day).

Migration Cluster

   Run multiple Migration Tool instances in parallel on different virtual machines (with same settings!).

Use shared storage to store exported physical file Merge meta data after all exports are done.

Benefit:

  Dramatically reduce duration for export!

Same process to do delta exports!

1600 1400 1200 1000 800 600 400 200 0

Objects exported per hour for single instance Customer Data

vmware Image Migration System

ProINTRALI NK Data Loader (Migration Tool) PTC ProINTRALI NK 3.x

Migration Cluster Merged Data © 2012 Autodesk

Sample: Merge different project files

 Launch Data Tool  Open first project file  Merge with 2 nd project file

Demo

© 2012 Autodesk

Conflict Resolution and Data Flavoring

Check exported data and validation criteria

     Count objects Check for missing files Check for ProINTRALINK conflicts Check properties (“dirty” chars, date formats, etc.) Check further customer requirements, validation criteria

Conflict resolution Flavor Data, implement requirements

  Review requirements Map properties, lifecycle states, revisions

Prepare Import

 Create Import package  Plan schedule for production import / Go Live

Verify PTC ProINTRALINK 3.x

ProINTRALINK Toolkit Customer Data xml Exported Data ProINTRALINK Data Loader (Migration Tool)

   Prepared Import Package Schedule for Go Live (final) Requirements for Vault Configuration © 2012 Autodesk

Sample: Conflict Resolution, Data Flavoring

 Check for missing files  Repair missing files  CSV export  Modify property values  CSV import  Property mapping

Demo

© 2012 Autodesk

Import to Vault Professional

Configure Vault

 Property, Lifecycles, Revision Scheme

Test Import

 Run import to “blank” Vault with customer configuration  Verify import   Resolve issues if needed Go/NoGo decision

Productive Import

 Run import to productive Vault Import with Autodesk Transfer Utility is fast!

(Talking about hours rather than days!)

ProINTRALINK Data Loader (Migration Tool) Autodesk Transfer Utility Autodesk Vault Professional xml Exported Data

 Migration done!

© 2012 Autodesk

Sample: Import data to Vault Professional

 Create import package  Run Autodesk Transfer Utility  Show Results in Vault Professional

Demo

© 2012 Autodesk

Optional Steps After Migration

After the migration all CREO (ProENGINEER) data is stored in Vault Professional. From this point you might want to Add additional information like DWF previews   Use ProENGINEER Job Server to add DWF previews for any CREO (ProENGINEER) files.

This will NOT modify existing CREO (ProENGINEER) files.

 This will NOT create new versions for CREO (ProENGINEER) files.

- Out of scope for this class -

Convert files to other formats like Inventor  Use Autodesk Inventor Geometry Import  Use ProENGINEER Job Server to create other file formats like © 2012 Autodesk

ProENGINEER Job Server to add DWF previews

Job Server for ProENGINEER / CREO supports you to transfer central services from client to server site.

 DWF Service : creates DWF preview files for any ProENGINEER / CREO files which have no or no up-to-date DWF presentation.

 Rename Service : resolves and updates references for renamed ProENGINEER / CREO files including update of parent-child and dependency relations.

Job Server Monitor provides various features to manage any job related services     define queries usage of different Job Handler (Services) schedule jobs track and monitor jobs © 2012 Autodesk

CREO (Pro/ENGINEER) Job-Handler

 Specific services are implemented as Job Handler   Depending on your needs you can switch on/off specific Job Handlers Currently we support “Create DWF” and “Rename” Job Handlers  There might be other Job Handlers in future

DWF Rename I need … … … … …

© 2012 Autodesk

Sample: create DWF previews with ProENGINEER Job Server

 Introduce ProENGINEER Job Server  Create sample project  Create DWF files  Show results in Vault

Demo

© 2012 Autodesk

Using Autodesk Vault Professional Add-In for CREO (ProENGINEER)

Part 3

© 2012 Autodesk

CREO (Pro/ENGINEER) Add-in, Feature Overview



DWF Preview

of CREO Files in Vault  Assign Item structure (

BOM structure

) to CREO files  Map (read/write) CREO

Parameters

to Vault

Properties

    Insert /

Place component

(Nested)

Family Tables Verification Dependency

of Family Tables Checks 

Log-In

/ -

Out



Check-In

/ -

Out



Replication

Support  Vault

Access

Management  Support of Vault

- Category - Lifecycle Status - Release Status

 

Revision

Awareness Support of Vault Change Management 

Search

Information 

Vault / Workfolder Browser



Show

Vault

Details

PRT, ASM, DRW Files 

Property

Mapping and

Write back

32 © 2012 Autodesk

New Features with Vault Pro 2013 CREO Add-In (1

st

release)

 Improvement of performance  Enhanced Workfolder Browser  Enhanced support of file status and behavior   auto-select new or modified files for check-in, auto undo-checkout for non modified files  Enhanced support for suppressed objects  Enhanced support for CREO dependencies   Layout files Part-To-Part references (various, UDF)  Ease of use (user interface)    Enhanced filter and sorting in almost all dialogs Configurable Columns Multi select of files © 2012 Autodesk

New Features with Vault Pro 2013 CREO Add-In (2

nd

release)

 Rename Server  Vault Pro Extension for Vault Pro Client  Get/Checkout from Vault client  Launch CREO in Workfolder  Add-In enhancements  Multi-Workfolder Support  Transfer design data between different Workfolders  (auto) suppressed file resolution  Retrieve (load) CREO models into session without changing active window © 2012 Autodesk

Workfolder Concept

Vault usually makes use of 1 Workfolder.

ProINTRALINK can support many “Workspaces”:

Autodesk Vault Professional Vault Server Common Space PTC ProINTRALINK 3.x

Vault Client Vault Workfolder ILINK Client … ILINK Workspace ILINK Workspace

© 2012 Autodesk

Workfolder Concept

With CREO-Add-In for Vault Pro you can (but do not have to) support many Workfolders to work with comparable workflows:

Vault Server Vault Client CREO Add-In … Vault Workfolder Vault Workfolder Autodesk Vault Professional PTC ProINTRALINK 3.x

Common Space ILINK Client … ILINK Workspace ILINK Workspace

© 2012 Autodesk

Workfolder Concept

The Add-In for CREO (ProENGINEER) Workfolder browser has different views: View to local Workfolder View to current Session (active window)

Workfolder Browser Session Browser

© 2012 Autodesk

Workfolder Concept (cont’d)

The Workfolder browser combines information from Vault, CREO session and local Workfolder (file system): Vault Status Information Suppressed object Suppressed object, file missing Generic / Instances Suppressed object indicator Context Menu © 2012 Autodesk

Workfolder Concept (cont’d), Vault Extension

CREO GET / Checkout to support specific behavior Launch CREO (Pro/ENGINEER) in specific Workfolder © 2012 Autodesk

Sample: CREO (Pro/ENGINEER) Add-In for Vault Professional

 Introduce CREO (ProENGINEER) Add-In  Demo basic features  Demo new highlights in current release

Demo

© 2012 Autodesk

Thank You!

© 2012 Autodesk

End

Questions ?

Questions

© 2012 Autodesk

Which ProINTRALINK version is supported ?

FAQ

So far we have worked with ProINTRALINK version 3.3 up to 3.4 M060 Setup migration environment is sometimes an issue:  Install medias are not available  Customer does not know how to install ProINTRALINK from scratch  Required licenses are not available

Resolution:

 Import data into ProINTRALINK system (typically 3.4 M040)  Provide migration as service © 2012 Autodesk

Which PTC licenses do I need ?

In order to run Migration Tool you need to check that a ILINK_TK_ACCESS_License Is available.

FAQ

© 2012 Autodesk

What time do I need to migrate?

Depends different aspects…     Amount of data   Consistency of data Found installations where “whoever” manipulated database and/or file store Found installation where data was “lost” Access to Availability of migration environment Further requirements (customization)

Give us 1 or 2 days to get you a realistic estimation for your environment!

FAQ

2-3 d Alignment and Export Data image, system setup, import customer data 1 d data analysis, create seed list for exports N days data export, duration depends on amount of data N days merge, analysis, verify Import Data 1 d data import 2-3 d Verify results, create final report (does not cover resolution of additional issues) © 2012 Autodesk

Autodesk, AutoCAD* [*if/when mentioned in the pertinent material, followed by an alphabetical list of all other trademarks mentioned in the material] are registered trademarks or trademarks of Autodesk, Inc., and/or its subsidiaries and/or affiliates in the USA and/or other countries. All other brand names, product names, or trademarks belong to their respective holders. Autodesk reserves the right to alter product and services offerings, and specifications and pricing at any time without notice, and is not responsible for typographical or graph ical errors that may appear in this document. © 2012 Autodesk, Inc. All rights reserved. © 2012 Autodesk