Autodesk Inventor Add-in
To access the Autodesk Inventor Add-in:
Start Autodesk®
Inventor and load an Inventor file from your local SolidWorks Enterprise
PDM local vault view.
Select Tools,
Add-ins.
Add-in Manager
appears:
Click Enterprise
PDM Inventor AddIn.
Check Load
On Startup and Loaded/Unloaded.
Click OK.
If the Inventor Browser bar is not visible, click
View, Toolbar,
Browser Bar.
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If a newer version of the file is available, the column turns red.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.