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SolidWorks Enterprise PDM Data Loading Strategies

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SolidWorks Enterprise PDM Data Loading Strategies

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    1. SolidWorks Enterprise PDM Data Loading Strategies Marc Young, CEO xLM Solutions, LLC

    2. SolidWorks Enterprise PDM Data Loading Strategies Strategies to ease the migration pain

    3. SolidWorks Enterprise PDM Data Loading Strategies

    4. Data Analysis

    5. Analysis Data Clean-Up

    6. Analysis Data Clean-Up

    7. Analysis Process Reviews and Updates An opportunity to review business processes Opportunity to evaluate and update user experiences Important: new changes to the underlying data model must be verified with the migration processes

    8. Analysis Data Formats

    9. Analysis Determine the Data Loading Rules

    10. Analysis Effort and Cost Estimations

    11. SolidWorks Enterprise PDM Data Loading Strategies

    12. Data Loading Options Manual Processing Load Data as Needed

    13. Data Loading Options Manual Processing Load Data as Needed

    14. Data Loading Options Manual Processing Drag-and-Drop Conditions Migration approach is limited to pre-defined variable mappings with consistent data properties SolidWorks, Inventor, AutoCAD, PROE Alternatively, perform queries and check-in returned results

    15. Data Loading Options Manual Processing Drag-and-Drop

    16. Data Loading Options Combined Load Data as Needed and Drag-and-Drop Approach

    17. Data Loading Options Combined Load Data as Needed and Drag-and-Drop Approach

    18. Data Loading Options EPDM Import and Export Tools

    19. Data Loading Options EPDM Import and Export Tools

    20. Data Loading Options EPDM Import and Export Tools An Import Example

    21. Data Loading Options Overview of Custom Scripts and Programs

    22. Data Loading Options EPDM Custom Script Tool

    23. Data Loading Options Pre-Developed Data Migration Tools Requires a basic, one-time configuration When properly configured, tool execution requires no operator intervention Most tools support full Migration of revision history Attribute mappings Events logging And more Existing tools PDMWorks Workgroup ? Enterprise PDM (www.solidworks.com) SmarTeam ? Enterprise PDM (www.xlmsolutions.com) Pro/Intralink ? Enterprise PDM (in progress?)

    24. SolidWorks Enterprise PDM Data Loading Strategies

    25. Test the migration process!!! Mitigate all discovered issues Execution Testing the Migration Process

    26. Execution Data Verification Crucial to implement a data verification strategy Analyze migration process log files Spot-check data Randomly verify the data objects loaded Check at least 10% of data User validation (done through testing with the pilot system) an important part of the verification process User validations >> IT/CAD administrators sign-offs Develop a tool to compare and analyze the data in EPDM and legacy system(s) Verify the number of records between systems Ensure pertinent fields and data are preserved in both systems

    27. When will the legacy system be turned off? How long will it take to load the data? Will the data loading occur during non-business hours? Specify the data load process: What are the required pre-data loading activities/events? e.g., legacy data clean-up Document the data load sequence Populate the lookup tables Import users before documents Import projects and documents, followed by the associated links Create references to class data Identify personnel responsible for the various parts of the data load process Execution Pre-Data Load Planning

    28. Execution Final Data Load With proper planning and testing, the final data load process should go smoothly Advices: Follow the documented procedures Allocate buffer time for unexpected issues Prepare to support users in the new system

    29. SolidWorks Enterprise PDM Data Loading Strategies Thank you!

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