Using IFS SolidWorks Adapter—Extended Exercises

Basic Data Setup

Define Application

Purpose: The purpose of this exercise is to set up the basic data required for running this particular functionality.

Windows:
EDM Basic

  1. Click the Application tab.
  2. Populate (F2) the window to view the current applications that are defined.
  3. Create a new row (F5).
  4. Enter the following information:
Application File type Description Document Type
SOLIDWORKS1 SLDASM SolidWorks Assembly file ORIGINAL
SOLIDWORKS2 SLDPRT SolidWorks Part file ORIGINAL
  1. Save the new applications (F12).

Main Exercises

Connect to Main Part

Purpose: The purpose of this exercise is to demonstrate how to create a new main part and connect it to a product structure.

Windows:
IFS SolidWorks Adapter Options/Drawing
IFS SolidWorks Adapter Options/Part

  1. Select an assembly and then click on the IFS Applications Menu.
  2. Click Options and then click the Drawing tab.
  3. Select the Connect to main part check box.

  4. Click on the Part tab and click the Create Part button.

  5. In the Part Revision Information window enter a part number, a revision number followed by a part description and any other information to describe the part using Lists of Values where applicable.
  6. Click Apply and OK.

Create New Part Revision

Purpose: The purpose of this exercise is to demonstrate how to create a new part revision complete with journal information and a change order.

Windows:
IFS SolidWorks Adapter/Create New Part Revisions

  1. Once logged on to the application, open the Create New Part Revision window.
  2. Enter a new revision name and journal text as shown below.
    Part No. New Revision Journal Note
    20-110 R02 New Rev. 2 
  3. Use the List of Values in the Change Order field to connect an existing change order to the new part revision.
  4. If the previous revision has a structure, you can copy the structure by selecting the Copy Structure check box.
  5. If you want to replace the old revision with the new revision in the product structure, select Replace in Product Structure. 
  6. If the previous revision has a document survey, you can copy the survey by selecting the Copy Document Survey check box.
  7. Click OK. The new revision will be created.

Export BOM

Purpose: The purpose of this exercise is to demonstrate how to export a BOM (Bill of Materials) list for a selected assembly.

Windows:
IFS SolidWorks Adapter/Export BOM

  1. Select an assembly object drawing and then click the IFS Applications Menu.
  2. Click Options and then click the Drawing tab.
  3. Select the Export BOM to Manufacturing Standards check box
  4. In the Current Site field, use the List of Values to select a site where the parent part (assembly object) should be registered.
  5. Click Export BOM on the IFS Applications Menu to open up the Export BOM window and select the rows for the assembly that you want to export.
  6. Click Apply. The BOM will be exported.

Check In Structure Document

Purpose: The purpose of this exercise is to learn how to check in drawing files of an assembly as structure documents.

Windows:
IFS SolidWorks Adapter Options/Drawing
IFS SolidWorks Adapter/Check In

  1. Open the Options window and click the Drawing tab.
  2. Select the Use model description as Document Title check box to ensure that the model name is applied as the document title for the drawing of that model.
  3. Select an assembly and on the IFS Applications menu select Check In.
  4. The Check In Document Structure dialog box opens displaying the list of all part drawings with the assembly drawing as the top node in the document structure. From the file structure, select the documents you want to check-in and enter the document class for those documents. Observe that the Document Title is the same as the model description.
  5. Click Check In. This will start the check-in process. New documents will be created, and files will be checked in to the created documents.
  6. The SolidWorks file will be closed.
  7. Navigate to the Document Revision window, query for the parent file and click the Consists Of tab and verify that the document has subdocuments.

Edit Structure Document

Purpose: The purpose of this exercise is to learn how to check out and modify the drawing files of an assembly.

Windows:
IFS SolidWorks Adapter Options/General
IFS SolidWorks Adapter/Document Info

  1. Open the Options window and click the General tab.
  2. In the Local Check Out Path field enter the local path to which your documents will be checked out.

Note: If this field is empty, you will be prompted to select a check out path for the document the first time you check out a document. That selected path will then be saved to this field.

  1. On the IFS Applications menu select the Document Revision window, query for the SolidWorks file you want to edit, and click Edit.
  2. The Edit Document Structure dialog box opens displaying the list of all part drawings with the assembly drawing as the top node in the document structure. From the file structure, select the documents you want to edit.
  3. Ensure that the check-out folder location is as required.
  4. Click Edit. This will start the check-out process and the main document will be opened for editing.

Note: The main document file will be opened initially. The subdocument's files will open up in the application through references to the main document. The document files that have been checked out will be visible in the check-out folder. Once the files have been edited they can then be checked in via the Check In dialog box or the General tab of the Document Revisionwindow.

View Structure Document

Purpose: The purpose of this exercise is to learn how to view a structure document, and check out all the files of an assembly.

Windows:
IFS SolidWorks Adapter/Document Info

  1. On the IFS Applications menu select the Document Revision window, query for the SolidWorks file you want to view and click View.
  2. The View Document Structure dialog box opens displaying the list of all part drawings with the assembly drawing as the top node in the document structure. From the file structure, select the documents you want to view.
  3. Ensure that the check-out folder location is as required.
  4. Click View. This will start the check-out process and the main document will be opened for viewing.

Note: The main document file will be opened initially. The subdocument's files will open up in the application through references to the main document. The document files that have been checked out will be visible in the check-out folder.

Approve Structure Document

Purpose: The purpose of this exercise is to learn how to approve a structure document.

Windows:
Document Revision

  1. Query for the structure document you want to approve.
  2. Right-click and then click Status.
  3. Click Approve Document.

Note Subdocuments are automatically approved on approving the parent document. If the document has an approval routing defined in IFS Document Management, then the user must approve each step in order to approve the document.

Release Structure Document

Purpose: The purpose of this exercise is to learn how to release a structure document

Windows:
Document Revision

  1. Query for the structure document you approved in the previous exercise.
  2. Right-click and then click Status.
  3. Click Release Document.

Note Subdocuments are automatically released on releasing the parent document.

Create New Document Revision

Purpose: The purpose of this exercise is to learn how to create new revisions of structure documents.

Windows:
Document Revision

  1. Query for the structure document for which you want to create a new revision.
  2. Right-click and then click Create New Revision. This opens the Create New Revision Wizard.
  3. Enter A2 in the New Revision field, and a description in the Revision Text field.
  4. Click Finish.
  5. Click the Consists Of tab on the newly created revision, and make sure that all subdocuments have been connected to it.