A. Identify data to migrate

The first step in migration is to plan the migration and identify the items to be migrated. The data to be migrated should be locked to prevent it from being modified. It also needs to be tracked until the migration process is complete. Each site will define their own Teamcenter method of enforcing their migration process. Two methods are supported by CMM and NXM. One method is to apply particular status values as the data goes through the migration process. Another method is to assign the data to be migrated to a specific project which will provide access to members of this project. To find the top-level item for any given item in Teamcenter: 1. In Teamcenter, click the Referencers tab. 2. Choose All Levels from the Depth pull-down menu to display all of the items and branches. To migrate an assembly and all the parts it contains, select the assembly and run a scan using the Pre Migration Scan command in the migration menu. The scan will identify all the required parts and create a CMM Attribute Form in Teamcenter for each part and subassembly. You should also set configuration options before running the scan, since the same options are used in the scan and the migration. 1. Start the Teamcenter My Teamcenter session. 2. Set configuration options in the migration menu. There are two categories of options:

• Content Migration This set of options defines how the content of parts, assemblies, and drawings are migrated. Define your migration process by setting the CMM Process Mode.
• Application This set of options controls how the migration runs. It also controls where scratch files are located. Some of these options differ depending on the migration mode. Data migration process

Data migration process 3. Select items to migrate in My Teamcenter. A common practice is to search for all the items to be migrated and place them in a folder. 4. Apply your process to the item revisions to be migrated.

• If you selected Status as your CMM Process Mode, assign a status to the selected item revisions. You will normally do this by starting a workflow process that is defined at your site. A suggested status value is CMM_Initial to indicate that the selected item revisions are being migrated. If the ACL (Access control lists) are defined properly, only users of a CMM group (or another group defined to perform the migration) have access to change and write to the item when it has this status. For more information on this process, see chapter 6, Best Practices.
• If you selected Project as your CMM Process Mode, assign the item revisions of the identified items to the migration project. You may alternatively assign the folder to the project.
• If your site uses a different process, you may need to perform some other action to prevent users from accessing data while it is being migrated. You should have a procedure or workflow in place to lock access to the original data during the migration process. Users should not continue to modify the models in the old CAD system during or after the migration.

Perform a pre-migration scan of the selected items. (I-deas only) If you have selected Project or Status for the CMM Process Mode, but have not either assigned a status to the items or placed them in a project, CMM will remind you to do this before migrating the items. The CMM Attribute Form can be used to track data through the migration process. Data can be searched using this form to identify data that is being migrated. Data migration process

Data migration process