Migration Menu

The CMM application adds the CMM menu to the My Teamcenter menus. The NXM application adds the NX Migration menu. The top-level menu has six items, arranged in order to help step you through the migration process. This migration menu contains the following sections and commands:

• Pre-Migration
• Migration
• Post-Migration
• Administration
• Abort Session
• Help Migration Overview

Migration Overview Pre-Migration Select Source CAD System This first menu choice selects the CAD program from which you are migrating. Make this selection first because the remaining CMM menu options will change depending on the CAD program selected. The migration mode options include:

• I-deas Migration
• ProE Migration
• CATIA V4 Migration
• CATIA V5 Migration
• SolidWorks Migration Different menu options may be available, depending on what software has been installed at your site. Options Choose this command to configure the options that modify the migration process, such as whether to migrate feature history, the color of migrated reference geometry, and how many errors to allow before stopping the migration of an item. Set Options File Choose this command to enter the name of an options file containing your selected migration options. When you select this option, you are prompted for the path and name of the options file. Save Selection for Batch Choose this command to save the list of selected items to an XML file. This file is used by the command line migration tool as input for the items to migrate. The Save Selection for Batch dialog box provides three save types:
• Current selection This saves a list of the selected items in an XML file. If you select an assembly, it is saved, but the components of the assembly are not included. The command line migration tool migrates the assembly components based on the Remigrate option selected (Application→Remigration).
• All items for migration If you select an assembly, the components of the assembly are also included in the file. The saved selection list depends on the setting for the Remigrate option (Application→Remigration). For example, if Remigrate is set to Disable, only the items that were not previously migrated are saved to the file. Migration Overview

Migration Overview

• Only independent items This saves components of assemblies that can be migrated independent of each other. Only the first level items are saved, which does not require any child items to be migrated. This option depends on the setting for the Remigrate option (Application→Remigration). The All items for migration and Only independent items options can take longer to create the file, because the software needs to examine each assembly for dependencies. The Split Selection File option lets you split the selection into multiple files. This allows you to independently run the command line migration tool on multiple machines. When you use the command line migration tool to migrate a saved list of items, it is recommended that you keep the Remigration settings the same as when you saved the selection. Check Assembly for Latest Revisions The command traverses an assembly structure and lists the components (parts and subassemblies) that are not using the latest revision in the top-level assembly. The result is a list of components that have newer revisions than those referenced in the source assembly based on the Precise Structure. This information is saved in a text file in the CMM Scratch directory. Use this information to help you plan for future migrations if components in the assembly need to be updated. CMM uses the Precise revision rule, meaning that if an assembly references an out of date revision of a component, that revision will be migrated to preserve the ‘as-is’ version of the source assembly when migrated to NX. This is the most common scenario. Updating the top-level assembly to use the latest revisions of all components is not required for migration, nor is it generally recommended. Migration Overview

Migration Overview Migration Migrate to NX After selecting the items you want to migrate, choose the Migrate to NX command to migrate the selected items in the interactive session. Migrate to NX using Selection List File Choose this command to enter the name of a file containing the list of items to migrate. The contents of the file are one item per line. The format of this file is defined as: itemId\revisionId The delimiter can be a forward slash, a backward slash, or another delimiter defined in CMM_INSTALL\Config\cmmConfig.xml. For example, to migrate two items, the file may look like this: Body\1 New-Truck-Wheel\1 Pre Migration Scan Choose this command to run a pre-migration scan of the selected items. This scan identifies potential problems on the items before you migrate the data. You can view data on the types and number of features that exist in the item so you can get an idea of what is to be migrated for that item. The scan operates the same as an actual migration with the status displayed in the Migration Status dialog box and the results output to the migration report. All configuration options selected are adhered to during the pre-migration scan. The pre-migration scan runs much faster than actual migration, and like actual migration, if you have already migrated the item, the Migration Status dialog box indicates that and the pre-migration scan is skipped for the item. Pre-migration scans are available only in I-deas and CATIA V4. Submit to Dispatcher Choose this command to migrate the selected items as a batch submission using the Dispatcher Client and the cmmcadtonx_directX translators. You must have Dispatcher Client installed on your computer to use this option. You can submit multiple items to a single Dispatcher task using this command. Select the dataset or item revision of all the CAD items you wish to submit as a single task, then choose this command. After you select Submit to Dispatcher, a window is displayed that shows you what was submitted and report any errors. Reporting Choose this command to display the migration reports and status for migrated items. Migration Overview

Migration Overview This command provides these options:

• View Report Select a migrated item and use this command to view the migration report for the item.
• View Status Select a migrated item and use this command to view the migration status for the item.
• Report Statistics Use this command to generate a report listing statistics for items migrated between given dates.
• Create Post Report Summary Creates an Excel compatible file that contains statistics on success and failure rates based on item types and individual items. This is the same report that is created using CMMReport.cmd –mode post.
• Search for specific errors Lets you search for all error messages or specific error messages based on a set of strings. The strings can represent the complete message or a portion of it. This is the same report that is created using CMMReport.com -mode classify.
• Sum feature success/failure counts Creates a report that counts all features in the selected data. The count can be for total features or the following specific features: imported, failed, unsupported, unattempted, suppressed, or locked. This is the same report that is created using CMMReport.cmd -mode audit.
• Report migration attributes values Creates an Excel compatible report of CMM migration attribute values that are stored in the migrated NX files. To save these attributes, you must select the NX Part option Save Migration Report in NX File before migrating. Migration Overview

Migration Overview Post-Migration Cleanup Scratch Area Choose this command to remove temporary scratch files and report files from your system that are no longer needed. This command does not delete any information from Teamcenter. It only deletes the local copies of files that CMM uses. The Delete Files dialog box identifies the directories for the scratch files and report files where files will be removed, and has the following options:

• Report – Deletes the files used for the migration report.
• Data – Deletes the source and migrated CAD files in the scratch area.
• Log – Deletes the log files created for each migration session. All files in the identified location that contain the applicable extensions are deleted. This will include files in the scratch area from previous migration processes, or any other files in this directory with the same extensions. Delete Migration Data Use this command to remove migration data from inside each NX dataset when the migration is completely finished, and you are ready to use the migrated model for production work. For example, fidelity data is stored inside the part file to compare the accuracy of the migrated surfaces to the original surfaces. Fidelity data is removed using this option. Delete Session Forms Use this command when the migration is complete, and you are satisfied with the migration status. The migration data is deleted only for the item selected. For example, migration data deleted from an assembly is not deleted from its components. You can also choose to delete migration reports when you are sure that they are no longer needed. Migration Overview

Migration Overview Administration These commands manage items after the migration process is completed. There are three options:

• Create CMM Attributes Choose this command to create a Teamcenter CMM attributes form for the selected item. If an attributes form already exists, the operation detects this and does not create a new one. The attributes created include: o CMM software version used for the migration. o Data type, for example, a part, assembly, or drawing. o Version GUID. o Migration date. o Report status of the migration as shown in the migration report, for example, success, warnings, failure, or skipped. o Review status of the item, for example, pendingRepair, pendingApproval, approved, or rejected. o Details of the migration session, for example, the migrator. o Data included in optional user fields. Search for migrated items in Teamcenter using CMM attributes created during migration.
• Transfer Ownership Use this command to change the ownership of the original or migrated datasets. You can change the ownership of a selected item, item revision, or dataset for the original source dataset or the NX dataset. This also applies to JT datasets, CMM reports, CMM attribute forms, and BOM View Revision datasets. This enables you to change the owning user back to the original for I-deas items if you changed it to accommodate migration.
• Apply Process Use this command to apply a Teamcenter process that defines a specific workflow for an item. The processes available are defined in Teamcenter as process templates and the item selected is the same as the target in Teamcenter. Once a process is applied, the item is considered released. You can select an item, item revision, or dataset. Use Teamcenter to unrelease data (remove the process). Migration Overview

Migration Overview

• Check-in items During migration, CMM checks items out from Teamcenter. If the migration is aborted or crashes, items may be left checked out. Use this command to check in items that have been left checked out. Migration Overview

Migration Overview Abort Session Choose this command to immediately stop the migration session. It performs the same function as the Abort button on the Migration Status dialog box. It can be used when the Migration Status dialog box is not visible. Use Windows Task Manager to verify that the ideasgateway.exe and nxservice.exe processes are terminated. During migration, the items are checked out of Teamcenter, migrated, and checked back in. If the migration process is interrupted before completion, those items could be left as checked out and, therefore, locked to prevent other users from migrating the same items. The items must be checked back in to Teamcenter before migrating again. You can use the Administration→Check in items command to automatically check in all items from a CMM session. Alternatively, you can first verify all active sessions of CMM are closed, then check in the items. To check in items, perform a search for the checked out items and check them all in at once. In Teamcenter Search, select Checked out Objects on the Select a Query list menu. Select all of the item revisions from the search and check them in by selecting Tools→Check-In/Out→Check-In. Migration Overview

Migration Overview Help User's Guide Open the CMM User's Guide. Configuration Guide Open the CMM Configuration Guide. Release Notes Open the CMM release notes. About Choose this command to check the installed version of CMM. Migration Overview