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Autodesk Inventor Add-in

To access the Autodesk Inventor Add-in:

  1. Start Autodesk® Inventor and load an Inventor file from your local SolidWorks Enterprise PDM local vault view.

  2. Select Tools, Add-ins.

Add-in Manager appears:

  1. Click Enterprise PDM Inventor AddIn.

  2. Check Load On Startup and Loaded/Unloaded.

  3. Click OK.

  1. If the Inventor Browser bar is not visible, click View, Toolbar, Browser Bar.

  2. Click Model, Enterprise PDM from the browser bar.

Toolbar

Use toolbar functions to use Enterprise PDM functions:

Check Out

 

Checks out file for editing. When checked out, a checkmark appears in the Checked out by column:

 

Check In

Checks in file that is checked out to you.

 

Get latest version

Get version

Retrieves the latest version of the selected files. If you checked out a file, changes made to this file are overwritten by the latest version.

To retrieve an earlier version of the selected file, click the arrow on the button and select a version.

 

History

Displays the history of a selected file. You can view changes and retrieve earlier versions with this tool.

 

Properties

Displays the properties of a selected file. If you have the file checked out, you can change the contents of the file data card.

 

Find

Opens the Search tool.

 

Go to file source

Opens a Windows Explorer dialog box for the selected file that displays where the file resides.

 

Refresh file list

Updates the information in the file list. Click the arrow on the button and select Rebuild Tree to rebuild the reference tree.

 

Get latest version of all files

 

Retrieves the latest version of all files.

Add-in options

Autorefresh (minutes). Sets the minutes that pass before the file list automatically refreshes.

Highlight selected parts. Keeps the items selected in the file list highlighted in the graphics window.

Hottrack Highlight. Highlights the corresponding item in the graphics window when you move the pointer over items in the file list.

File list

The list below the toolbar shows which files are currently loaded in Autodesk Inventor. If an assembly or drawing is loaded, referenced parts and subassemblies appear with branches that show how the files are related.

The file list shows the following:

File Name

Displays the file name.

Local Ver.

The left number shows which version of a file is currently loaded in the vault. The right number shows the latest version of the file that exists in the vault.

If a newer version of the file is available, the column turns red. Click Get latest version to retrieve the newer version.

 

Checked Out By

Shows the current mode of the file:

 File is checked out by you.


 File is checked out by you and has been edited. Changes to the file are not yet saved by Autodesk Inventor.


 Autodesk Inventor has updated the file, but you have not checked out the file. To save the changes, you must first check out the file. To save the changes in the vault, check in the file and a new version will be created.

If the file is being edited by another user, the user name of the person that checked out the file appears.

 A green checkmark with (Local File) is in your local view. Right-click and select Add File To Vault or Add Tree To Vault to add it to the vault.

 

Checked Out

Displays the computer and path of the file that is checked out.

State

Shows the workflow status of the file.

Shortcut Menus

Right-click files in the file list and select a Enterprise PDM item from the shortcut menu. Depending on access rights and the current mode of the files, different options are available.

Open

Opens one or more selected files in separate windows.

 

Edit

Activates the selected part for in-place editing.

 

Check Out File

Checks out one or more files for editing.

 

Check Out Tree

Checks out the selected file and all references.

 

Check In

Checks in one or more files that are currently checked out by you. You can type comments for changes made.

 

Undo Check Out

Cancels the checkout  for selected files. The most recent version in the vault is retrieved to the local view, overwriting any changes made to the selected files.

 

Get Latest Version

Retrieves the most recent, available, version of the selected files to the local view. If you checked out the file, the file is overwritten by the latest version.

 

Get

Retrieves an earlier version of the selected file to the local view. If you checked out the file, the file is overwritten by the selected version.

 

Properties

Displays the properties of a selected file.

 

Add File To Vault

Adds the file to the vault. If the file has not yet been added to the vault, it exists only in your local view.

 

Add Tree To Vault

If an assembly or drawing contains parts that are in your local view, select the main file to add the tree of referenced files to the vault.

Graphics window and model browser

Right-click items in the graphics window or model browser to use commands that affect the file of the selected item: Check Out, Check In, and Get.

 



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