B. Migrate data

In the second step, the data is migrated using CMM. The migration step includes checking and optionally repairing or remigrating the data. Migration item revisions The figure below illustrates an item (1) to be migrated. It originally contains two item revisions, (2) and (3), before the migration. These item revisions contain datasets from the original CAD system. We will choose the latest item revision (3) to migrate. Item revision (3) is the migration item revision that is selected for the migration. After the migration, this item revision where the data was migrated will contain both datasets. To maintain a record of the migration, no changes may be made to this item revision. The migration occurs within this one item revision in Teamcenter, sometimes called the “migration box.” Earlier item revisions will contain only datasets from the original CAD system. The item revision where the migration takes place will contain datasets from both the original CAD system and NX. Later item revisions will contain only NX datasets. Item revision (4) is the next item revision where users continue to make design modifications. This item revision and later item revisions will contain only NX datasets. Data migration process

Data migration process Selection process The normal selection procedure is to select the top-level assembly, or to select a drawing to migrate. CMM or NXM will automatically select child items. For example, in the figure below, the illustration on the left shows if you select a drawing to migrate (1), CMM will select all child assemblies (2), subassemblies (3), and parts (4) to migrate. The actual migration will occur in the order shown on the right. Using the concept of a phased migration, if a child does not meet the migration success criteria, the parent item will not be migrated until the child is repaired to pass migration. Data migration process

Data migration process Migrating data Migrate the data and monitor the migration status. 1. Select items to migrate from My Teamcenter. 2. Start the migration. If you have selected Project or Status for the CMM Process Mode, but have not either assigned a status to the items or assigned them to a project, CMM will give an error message and will not migrate the items. 3. Monitor the migration status while the migration is running. During the migration, the Migration Status dialog box displays the progress of the migration process. In the top section, each row displays the status of an item to be migrated. The Status column uses color to indicate the success of the migration for each item.

• Black The item is selected, but has not been migrated yet.
• Green The item migrated successfully.
• Yellow The item was migrated, but has warnings.
• Red The item has migration errors.
• Orange There were problems in the source data.
• Magenta The program aborted, or there was a loss of communication. Data migration process

Data migration process The bottom section of the Migration Status dialog box displays messages as the migration process runs. The task bar at the very bottom of the Migration Status dialog box displays an overall summary of the migration progress. The number next to the item status icons provides a summary.

• This is the remaining number of items to be migrated in this session.
• This is the number of items that have completed the migration process. This includes items with warnings or errors.
• This is the total number of items that had errors during migration. For minor errors, the migration is still able to create the item (e.g, for parts, featured parts are created).
• This is the total number of items that did not migrate. No NX dataset is created. The migration process does not delete the original items when they have been migrated. The original items still exist in the same item/item revision in Teamcenter. The NX data is placed in its own dataset in the same item and item revision as the original data. Data migration process

Data migration process Review the migration reports During the migration, reports providing details of the migration status are created for each item. These migration reports can be viewed while the migration is in process or after the migration is complete.

• To view reports during the migration, click on the Status or % Complete value in the Migration Status dialog box for any item that has finished migration.
• To view reports after the migration, select an item revision in Teamcenter and from the migration menu choose Reporting→View Report. The report for an assembly presents a high level summary and lists each of the parts in the assembly. Click on one of the parts in this report to display the migration report for that item. Click on the tabs at the top of the report to display different pages of information.
• Summary Provides a high-level summary listing success or failure.
• Item Summary Lists a summary of each type of feature used in the model.
• Item Details Presents a detailed summary status of each of the migrated features in the model.
• Item Defects Lists features with errors.
• Item Fidelity Presents a summary of the accuracy of the volume and surface area of the model.
• System Audit Records information about the computer system, the time and date, and the user who performed the migration.
• Migration Options Records all of the CMM options used for the migration. Data migration process

Data migration process Inspect and repair migrated data 1. Review the migration report to verify the migration success. During the migration, access the report from the Migration Status dialog box:

• Click the 100% displayed in the % Complete column for the item. To access the report from within NX:
• Right–click the component in Assembly Navigator and choose Properties.
• In the Displayed Part Properties dialog box, choose the Migrated Item tab. To access information contained in the migration report, the report file must be on your local disk at the location defined by Report Location in the CMM Options→Application→Migration Controls dialog box. To access the migration report in Teamcenter:
• From the Teamcenter interface: o In the My Teamcenter workspace area, search the hierarchical tree for the item revision that contains the migrated part and select the migration report . Select Reporting→View Report from the CMM menu. Double-clicking the migration report in the item revision does not display the report.

Inspect the migrated parts, assemblies, and drawings in NX. You can display information about geometry fidelity and feature fidelity, display a summarized migration report, extract resultant geometry, and use a tool to inspect the migrated part. The feature history of parts should be checked to see there are no errors, and that it can be replayed properly. When features are edited, make sure that the correct design intent is captured in constraints. Migrated drawings can be compared with the original drawings within NX. Data migration process

Data migration process 3. Repair or remigrate models with migration errors. Using phased migration (the default), higher level items (parent items) may not have been migrated if the lower level items (children of the parent) did not successfully migrate as determined by the success criteria.

• Check the CMM attributes form for the status of the children in the ReviewStatus field.
• Fix/remedy those items, as necessary.
• The Review Status needs to be set to Approved for items that required repair in order for the next phase to be migrated. You may choose to repair feature history only when the item needs to be revised. In this case, the Convert to Linked Body command should be used. This is described in the Best practices chapter of this guide, in the Feature repair section.

Delete Migration Data. As part of migration, additional data is created to support the migration process. This is data inside the part file that is no longer needed once the part has been migrated. The data consists mostly of attributes in the NX part file, such as fidelity points used for fidelity checking. It also includes hidden B-Rep data used for migration. The data is no longer needed for the part once migration is complete and you are using the part in NX. You can also delete migration reports. Do not delete migration data until everything associated with the item has been migrated and repaired, if necessary. For example, do not delete migration data for parts until the assembly has been migrated. It is a good practice to delete the migration data in a new working item revision. To delete migration data you no longer need, you may use the CMM options to automatically clean up data after the migration, or use the migration menu. a. Select the item to clean up. b. From the migration menu, choose Delete Migration Data. c. To remove migration reports associated with the item, check Also Delete Migration Reports. d. Click Delete to delete the migration data. Data migration process

Data migration process