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 nexxtsoft nexxtsoft is an Autodesk development partner and independent software vendor focusing on supplementary solutions for virtual product development with Autodesk products. PLM
Software
Integration
PLM Consulting Solutions for PLM360
Supplementary Solutions for Autodesk Products
System Integration, Migration, Data Exchange
© 2012 Autodesk
Class Summary In this class, you will learn how to successfully migrate data from PTC® ProINTRALINK® version 3.x to Autodesk Vault Professional. 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
Part 1
Introduction and Fundamental Concepts
© 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
PTC CREO (ProENGINEER)
Autodesk Inventor
CREO Toolkit
Vault SDK (SOA)
PTC ProINTRALINK 3.x
Autodesk Transfer Utility
ProINTRALINK Toolkit
Vault SDK (SOA)
ProINTRALINK Data Loader (Migration Tool)
Geometry Import
Autodesk Vault Pro Autoloader for CREO (ProENGINEER)
CREO Toolkit
Toolset Overview
Autodesk Vault Professional
Autodesk Vault Pro Add-In for CREO (ProENGINEER)
Vault SDK (SOA)
Autodesk Vault Pro Job Server Tools for CREO (ProENGINEER)
Please see class handout for further detailed information.
© 2012 Autodesk
PTC CREO (ProENGINEER)
Autodesk Inventor
CREO Toolkit
Vault SDK (SOA)
PTC ProINTRALINK 3.x
Autodesk Transfer Utility
ProINTRALINK Toolkit
Vault SDK (SOA)
ProINTRALINK Data Loader (Migration Tool)
Geometry Import
Autodesk Vault Pro Autoloader for CREO (ProENGINEER)
CREO Toolkit
Toolset Overview
Autodesk Vault Professional
Autodesk Vault Pro Add-In for CREO (ProENGINEER)
Vault SDK (SOA)
Autodesk Vault Pro Job Server Tools for CREO (ProENGINEER)
© 2012 Autodesk
Migration from ProINTRALINK to Autodesk Vault Professional
Vault SDK (SOA)
PTC ProINTRALINK 3.x
ProINTRALINK Data Loader (Migration Tool)
Autodesk Transfer Utility
ProINTRALINK Toolkit
Today we focus on the following…
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
Vault Professional (with CREO Add-In)
YES (WF3)
YES
File based collaboration and basic CREO data management (versions, check in/out, lock)
YES
YES
Multi-CAD file management
NO
YES
Configurable part numbering and versioning
YES
YES
Configurable properties (parameters) and exchange with CAD
YES
YES
Part libraries
NO
YES
Replication
YES
YES
Life-Cycle support
YES
YES
Change Management
NO
YES
Branches
YES
NO
Multi Work folder and personal Work folder support
YES
YES
Sever wide rename and resolving of dependencies
YES
YES
Visualization of CREO (ProENGINEER) files
YES
YES
File based collaboration and basic Pro/Engineer data management (versions, check in/out, lock)
Vault Professional provides further PDM/PLM functionality ProINTRALINK 3.x is not supported any more
© 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
Part 2
Migrating from ProINTRALINK to Autodesk Vault Professional
© 2012 Autodesk
Migration Project Roadmap 1. Preliminary Planning
2. Alignment
3. Export
4. Resolution
5. Import
Input • File Size, Scope • ProINTRALINK Reports • Customer Requirements • Workflow Descriptions
Input • Database (.dmp) or access to ILINK system • Requirements • Data Scope
Input • Migration Environment • Seed List
Input • Migration Environment • Exported Data • Validation Criteria
Input • Prepared Import Package • Production Import Schedule • Requirements for Vault Configuration
Action • Evaluate Information • Draft Estimation • Draft Planning
Action • Setup Migration Env. • Install Software • Analyze database • Export Seed Lists • Create Detailed Planning
Action • Meta Data Export • File Export • Optional: merge parallel environments
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 • Draft Plan, Schedule • Checklists • Validation Criteria • Data Scope • Migration Requirements
Output • Detailed Plan, Schedule • Seed List • Migration Environment
Output • Exported Data
Output Output • Prepared Import Package • Migrated Data in productive • Production Import Schedule Vault • Requirements for Vault Configuration
© 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 Data
PTC ProINTRALINK 3.x ProINTRALINK Toolkit
Customer Advantage
Customer does not need to stop productive system at any time Run migration in parallel We do not touch the productive system!
xml Exported Data
ProINTRALINK Data Loader (Migration Tool)
Exported Meta Data Exported Physical Files
© 2012 Autodesk
Sample: Export from ProINTRALINK Demo
Create new migration project Connect with ProINTRALINK Query for seed objects Execute export of selected seeds
© 2012 Autodesk
Export from ProINTRALINK (cont’d) Need for parallel export
Migration Cluster
Customer Data
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).
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.
Objects exported per hour for single instance 1600 1400 1200 1000 800 600 400 200 0
vmware Image Migration System
ProINTRALI NK Data Loader (Migration Tool) PTC ProINTRALI NK 3.x
Migration Cluster
Benefit:
Dramatically reduce duration for export! Same process to do delta exports! Merged Data © 2012 Autodesk
Sample: Merge different project files Demo
Launch Data Tool Open first project file nd Merge with 2 project file
© 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
Customer Data
Verify PTC ProINTRALINK 3.x ProINTRALINK Toolkit
Conflict resolution xml Exported Data
Flavor Data, implement requirements
Review requirements Map properties, lifecycle states, revisions
Prepare Import
Create Import package Plan schedule for production import / Go Live
ProINTRALINK Data Loader (Migration Tool)
Prepared Import Package Schedule for Go Live (final) Requirements for Vault Configuration
© 2012 Autodesk
Sample: Conflict Resolution, Data Flavoring Demo
Check for missing files Repair missing files CSV export Modify property values CSV import Property mapping
© 2012 Autodesk
Import to Vault Professional Configure Vault
Property, Lifecycles, Revision Scheme xml Exported Data
Test Import Run import to “blank” Vault with customer configuration Verify import Resolve issues if needed Go/NoGo decision
ProINTRALINK Data Loader (Migration Tool)
Autodesk Transfer Utility
Productive Import
Run import to productive Vault
Import with Autodesk Transfer Utility is fast! (Talking about hours rather than days!)
Autodesk Vault Professional
Migration done!
© 2012 Autodesk
Sample: Import data to Vault Professional Demo
Create import package Run Autodesk Transfer Utility Show Results in Vault Professional
© 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.
Convert files to other formats like Inventor
- Out of scope for this class -
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 Rename DWF
…
I need …
… …
…
© 2012 Autodesk
Sample: create DWF previews with ProENGINEER Job Server
Demo
Introduce ProENGINEER Job Server Create sample project Create DWF files Show results in Vault
© 2012 Autodesk
Part 3
Using Autodesk Vault Professional Add-In for CREO (ProENGINEER)
© 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
Support of Vault - Category - Lifecycle Status - Release Status Revision Awareness Support of Vault Change Management
Insert / Place component (Nested) Family Tables Verification of Family Tables Dependency Checks
Log-In / -Out Check-In / -Out Replication Support Vault Access 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 st (1 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 nd (2 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”:
Vault Server
Vault Client
Vault Workfolder
Autodesk Vault Professional
ILINK Workspace Common Space PTC ProINTRALINK 3.x
ILINK Client
… 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 Workfolder … Vault Server
Vault Client
CREO Add-In
Vault Workfolder
Autodesk Vault Professional
ILINK Workspace Common Space PTC ProINTRALINK 3.x
ILINK Client
… ILINK Workspace
© 2012 Autodesk
Workfolder Concept The Add-In for CREO (ProENGINEER) Workfolder browser has different views: View to local Workfolder
Workfolder Browser
View to current Session (active window)
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 indicator Suppressed object
Suppressed object, file missing
Context Menu
Generic / Instances
© 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
Demo
Introduce CREO (ProENGINEER) Add-In Demo basic features Demo new highlights in current release
© 2012 Autodesk
End
Thank You!
© 2012 Autodesk
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 ? FAQ
In order to run Migration Tool you need to check that a
ILINK_TK_ACCESS_License Is available.
© 2012 Autodesk
What time do I need to migrate? FAQ
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”
Alignment and Export Data 2-3 d
image, system setup, import customer data
Access to Availability of migration environment Further requirements (customization)
1d
data analysis, create seed list for exports
N days
data export, duration depends on amount of data
N days
merge, analysis, verify
Import Data
1d
Give us 1 or 2 days to get you a realistic estimation for your environment!
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 graphical errors that may appear in this document. © 2012 Autodesk, Inc. All rights reserved.
© 2012 Autodesk
