Configuration Options (I-deas to NX migration)

Choose Options from the CMM menu. The Options dialog box displays a list of all the configuration options and the current values for each. Open the folders and subfolders to access the options and change the values. The summary list of the configuration options is also displayed when you click on an option category. The options are organized into the following categories and subcategories:

• Content Migration o Geometry o Assembly o Mechanism o Annotation o Drawing o Sheet Metal
• Application o Migration controls o Quarantine o Remigration o Phased Migration o Actions o Cleanup Scratch o NX Part o User Data o Services o Usability CMM options – I-deas

CMM options – I-deas Content Migration The Content Migration options define the content of the migrated item. Geometry The Geometry options define how the geometry of an item is migrated.

• Feature History Migrates the features of the model and reconstructs its feature history. If this is not selected, the I-deas geometry is represented in NX as unparameterized features. The result is an NX part model with precise geometry but no feature history data. The part contains one feature called an unparameterized feature in NX, which is similar to an orphan feature in I-deas. The part can be used just like any other part model in NX except it does not contain driving parameters or modifiable features. For parts that will not be modified in NX, the migration processing runs faster and the resulting files are smaller if this option is not selected.
• B-Rep for Older Revisions B-Rep geometry is exported for older revisions (not the latest) of each item migrated. The latest revision is migrated as fully featured. Older revisions typically do not need fully featured geometry as they are not going to be modified in the future.
• Save Data for Feature Edit Use this option to save extra data in the migrated part file to allow NX to roll back to an earlier feature when you edit the part in NX. Possible values are None or FastRollback.
• Recover B-Rep for Failed Nodes When a feature is attempted but not successfully migrated, the missing feature is migrated as B-Rep geometry when it is followed by a minimum number of dependent features that are unattempted due to errors. The minimum number of dependent features is set in the option B-Rep for Failed Nodes Lower Limit (below).
• Unsupported Feature Limit Sets the maximum number of unsupported features that are migrated. If there are more than this number of unsupported features, then the feature exchange function is stopped and a final B-Rep geometry is created and exchanged for the features not migrated individually. If any feature can not be migrated properly, it is migrated as an unparameterized feature in NX, which is similar to an I-deas orphan feature. This allows subsequent features of the part to be processed. An unparameterized feature is useful, such as for extracting curves or making measurements. If the unparameterized feature needs to be modified, it can be replaced with a new feature in NX. Subsequent features may need to be reparented in NX, which is similar to feature mapping in I-deas when features are replaced. If a high percentage of features in a part model are migrated as unparameterized, it might be easier to create the model from scratch in NX, using the migrated boundary representation as a guide. Set this option to the number of features above which you would consider it less complex to recreate the part instead of replacing the features. CMM options – I-deas

CMM options – I-deas

• Geometry Healing Repairs all B-Rep geometry including B-Rep created for unsupported features or features with errors. This option applies to B-Reps whether features are migrated or just B-Reps are migrated. To determine B-Rep geometry that needs to be healed, CMM checks/analyzes the B-Rep geometry and recognizes specific geometry configurations that can cause future problems, such as self-intersecting geometry, small sliver faces, and adjacent face/edge geometry that is not within tolerance. The repair/healing process can modify the shape and topology of the eventual B-Rep. For example, to remove a self-intersection from a surface, the surface may have to be adjusted slightly or trimmed. This option can cause modification of the B-Rep geometry, which may not be acceptable depending on your intended use/application of the part.
• Combine Disjoined Geometry Disjointed B-Rep geometry is combined and exported as a single body. The geometry is not stitched. If not checked, the disjointed B-Rep geometry is exported as multiple bodies.
• ACF Reference Latest Source References the latest revision of the source part when an assembly contains an associative copy of the part. In some cases, Teamcenter may only contain the latest revision of a part and not the revision used for associative copy when the assembly was created in I-deas. This allows you to successfully migrate the assembly if it references an associative copy source that is not the latest revision. This option can cause the assembly geometry to be different due to differences in revisions of the part.
• Calculate Mass Properties Calculates the mass properties of the migrated model and compares to the mass properties of the model before migration.
• B-Rep Layer Specifies the NX part layer where the B-Rep geometry is placed if an unparameterized feature for the geometry is created.
• Reference Geometry Layer Specifies the layer for the reference geometry.
• Wireframe Layer Specifies the layer for the wireframe geometry.
• Fidelity Check The reconstructed feature history geometry and imported B-Rep geometry is tested for completeness and accuracy against the original I-deas geometry. Testing includes shape and mass property tests. CMM options – I-deas

CMM options – I-deas Assembly The Assembly options define how the assembly constraints are migrated.

• Constraints Migrates I-deas assembly 3D constraints into NX assembly constraints. If not checked, component positions are maintained but unconstrained. By default, this version of CMM migrates I-deas assembly constraints to NX assembly constraints, depending on the assembly Positioning setting in the NX site-wide customer defaults.
• Include pre-MS6 Constraints Migrates I-deas assembly 3D constraints created prior to I-deas MS6.
• Migrate constraint names Migrates I-deas assembly 3D constraint names into NX. If not checked, constraint names are migrated into NX with default names.
• Migrate ACFs Migrates ACF related assemblies. Unchecked: Do not migrate ACF related assemblies.
• Check position fidelity Perform assembly fidelity check for position of components.
• Position Fidelity Tolerance Tolerance used to verify component position fidelity after the constraints are applied. The value is in meters.
• Ignore Sequence Migration Failures Assembly sequences are not used as a criteria for successful migration if they fail to migrate. If unchecked, they are reported as assembly migration failures.
• Ignore Constraint Migration Failures Constraint fidelity problems are reported as warnings. If unchecked, they are reported as assembly migration failures.
• Ignore Assembly Features Assembly features are modeling features added after parts are assembled. An example is when a hole is drilled after the parts are positioned in the assembly. Ignoring these features may change the design intent of the assembly. CMM options – I-deas

CMM options – I-deas

• Ignore Suppressed State Use this option to choose to not migrate the suppressed state of assembly instances. The instance is migrated regardless of the setting. This setting only controls whether the migrated instance is suppressed.
• Ignore Hidden State Use this option to choose to not migrate the hidden state of assembly instances. The instance is migrated regardless of the setting. This setting only controls whether the migrated instance is hidden. Mechanism
• Mechanism Data Migrates mechanism information when a migrated assembly contains a mechanism. The dataset created is of type NX Motion. If you previously migrated the parts of an assembly that contains a mechanism, you need to remigrate those parts again as mechanism information is contained in the parts. Select the option Remigrate Selected or Remigrate All (Application→Remigration section).
• Ignore Mechanism Errors Assembly migration continues if there is an error during migration of mechanism data. Annotation
• 3D Annotation Adds all I-deas annotation information including PMI, model views, section views, and design groups. CMM options – I-deas

CMM options – I-deas Drawing These options define how drawings are migrated.

• Options o Associative Drawing entities (such as geometry, annotations) are migrated with associativity established. o Picture Drawing entities (such as geometry, annotations) are migrated as pictures created from individual line segments. No associativity is created. All scale information is also lost.
• Verification o Drawing Entity Fidelity The reconstructed drawing entities (geometry, annotations) are checked for content, completeness, and positional accuracy.
• Drawing Evaluation Parameters o Drawing Evaluation Basic Parameters ■ Drawing Evaluation Method The options specify how entities in the drawings are evaluated for completeness. ◊ Basic All entities in the drawing are evaluated together regardless of their entity type using a single set of criteria. ◊ Custom Entities in the drawing are evaluated in related categories based on their type with different criteria specified for each category. ◊ None Entities in the drawing are not evaluated. CMM options – I-deas

CMM options – I-deas Sheet Metal The Sheet Metal options define how sheet metal parts are migrated. The sheet metal options are available for evaluation only, not as part of a production migration.

• Sheet Metal Determines if sheet metal data is migrated.
• Gap Tolerance (m) Size of gap added to sides of bends and between adjacent bends (in meters).
• Use 'Convert to Sheet Metal' if error If an error occurs during sheet metal migration, the unassociative reference body is given sheet metal attributes using the Convert to Sheet Metal functionality.
• Color This is the name of the color assigned to sheet metal construction geometry and reference geometry. The color names are the same as those used in NX and are identified in the NX customer defaults. To access the names, in NX choose File→Utilities→Customer Defaults→Gateway→Visualization→Color Settings. Click on any color setting already specified to display the color selection grid, then click on More Colors to display the advanced color selection grid where the color name is shown for each color.
• Layer This is the layer assigned to sheet metal construction geometry and reference geometry. CMM options – I-deas

CMM options – I-deas Application The Application options provide preferences for general migration operation. Migration Controls Migration Controls options specify how you want the migration to run.

• Target data o Managed Lets you manage the new NX part files within the Teamcenter environment. o Filesystem The new NX part files are in an unmanaged data management environment (on the file system). This option is useful when performing a test migration because the Teamcenter database is not modified.
• CMM Process Mode Specifies the process your site will use to control data access during and after migration. o Project Select this option if your migration process uses a Teamcenter project to lock data during migration. If Project is selected, CMM will check that users are following this process. When you perform a pre-migration scan of your data, CMM will give a warning if the data to be migrated is not assigned to a project. When you migrate your data, CMM will not perform the migration if the data is not assigned to a project. o Status Select this option if your migration process uses the method of applying a Teamcenter status to lock data during migration. If Status is selected, CMM will check that users are following this process. When you perform a pre-migration scan of your data, CMM will give a warning if the data to be migrated is not assigned a status. When you migrate your data, CMM will not perform the migration if the data is not assigned a status. o None Select this option if you have some other process in place to control access to migrated data. If this option is selected, CMM will write a message in the log file, but will not perform any checking during pre-migration scans or when migrating data.
• Status/Project for Process Mode Define the status or projects that will be allowed to migrate. Separate multiple values with a semicolon. CMM options – I-deas

CMM options – I-deas

• Skip Check Out Reused Review Status This option allows you to establish a process that uses the CMM Review Status of a previously migrated item to determine whether it should be checked out when reused in any future migration. You can set this option to Approved, +PendingApproval or ++PendingRepair. The status of the reused part will be compared to this setting. For example, if you set this option to +PendingApproval, and a reused part has a status of Pending Approval or Approved, the migration will continue without checking out the reused part. You must ensure that no user will modify these parts while they are being reused in a migration.
• Generate JT from Source CAD Dataset Creates a DirectModel dataset (JT file) for the migrated part. This option is off by default.
• Migrate Component Drawings in Same Item Revision Migrates related datasets, such as a drawing, when you migrate a part or an assembly. Only datasets contained in the item revisions for the assembly components (such as drawings) are migrated. The selection of the components is based on the Remigrate option.
• Scratch Location Location for miscellaneous files created during migration (deleted at completion of migration) and log files. This is also the location for new NX part files if you are migrating to an unmanaged data management environment (on the file system). The default directory is: %TEMP%\CMMScratch Use an empty directory. A directory is automatically created if you specify one that does not exist. Do not make this directory the same as the temp directory. Do not use the same location for multiple users or when running concurrent sessions. You might need to allocate a lot of disk space to this directory depending upon the size and number of the migrated items.
• Report location Directory location for migration reports.
• Failed Items Folder Directory location to store all items that failed migration. You can review this single folder to see everything that failed migration. After migration passes, you need to remove it from this folder.
• Report Style Sheet Location of the XSL style sheet needed to view the migration report. CMM options – I-deas

CMM options – I-deas Quarantine The Quarantine operation keeps parts with certain issues from being migrated, or migrates them as B-Rep parts. The Quarantine options specify the action taken if a quarantine is used and what is checked during the quarantine operation.

• Quarantine Action o Disabled Using this option, the quarantine check is not performed. o Info only Using this option, CMM performs the quarantine check, but only provides information. CMM does not apply the quarantine results to the migration of the item. If the quarantine check does not pass, the term Migration is orange in the Migration Status window. o B-Rep Using this option, if there is an error during the quarantine check, CMM creates a B-Rep part for the item. It does not check for locked or suppressed nodes. If the quarantine check does not pass, the term Migration is orange in the Migration Status window. o Failed Using this option, if there is an error during the quarantine check, CMM identifies the item as failed and does not migrate any dependent items. For example, if a part fails the quarantine check, CMM does not process the assembly that contains the part. If the quarantine check does not pass, the term Migration is red in the Migration Status window.
• Replay Errors Checks for red (failure) or yellow (warning) nodes in the I-deas history tree indicating there was a problem during the I-deas replay operation.
• Locked Nodes Checks for locked nodes in the I-deas history tree.
• Suppressed Nodes Checks for suppressed nodes in the I-deas history tree.
• Default Tolerance Checks if any features of the part contains a tolerance value that is not the default tolerance. CMM options – I-deas

CMM options – I-deas Remigration The Remigration options specify the parameters for migration of previously migrated items. When you remigrate a part, all of the parent items should be remigrated. Otherwise, the dependents (assemblies and drawings) will not be updated. Remigration is not an update. Any changes made to the part after the previous migration are not kept. If an item is remigrated, the existing NX dataset and the newly created one are given version numbers.

• Remigrate o Disabled With this option selected, CMM does not remigrate any items. o Selected Remigrates the items that have been selected. o All Remigrates selected items and children of those items.
• Remigrate Native NX The purpose of this option is to allow you to use a process where JT files (Direct Model datasets) from the original CAD system are used as NX parts (B-Rep only) before the parts are migrated using CMM. This is especially true if the NX Refile utility is used. The NX Refile utility converts these datasets to NX datasets, which look the same as datasets migrated using CMM, even though they do not contain feature history migrated using CMM. With this Remigrate Native NX option turned off, CMM will not override these NX datasets. If you want to migrate the original models to create fully-featured NX datasets, turn this option on. CMM will force the remigration of the original models and replace the existing NX datasets. This is enabled even if Remigration is turned off.

• CMM Version Conditional Remigrates items relative to a CMM version. For example, < indicates that items that have already been migrated prior to a specific CMM version (indicated below) are remigrated. The conditions available are: o < o <= o

  o

= o

CMM options – I-deas

CMM options – I-deas

• CMM Version Version of CMM used with the version condition (above). The syntax is N.N.N.NNN. You can also use partial strings, for example, 4.0.
• Item Type Remigrates specific item types. o All Remigrates all item types. o Assemblies&Drawings Remigrates only assemblies and drawings.

• Migration Date Conditional Remigrates items relative to a date and time. For example, < indicates that items that have already been migrated prior to a specific date (indicated below) are remigrated. The conditions available are: o < o <= o

  o

= o

• Migration Date Date used with migration date condition (above). The syntax is YYYY-MM-DD HH:MM:SS. You can also use partial strings, for example, 2006-02.
• Report Status Remigrates items based on the Report Status field on the CMM Attributes form. o All Remigrates all items regardless of whether they passed or not. o Failure Remigrates items that failed migration. o +Warnings Remigrates items that failed migration and had warnings during migration.
• Review Status Remigrates items based on their review status. The review status is identified in the ReviewStatus field on the CMM attributes form. Phased migration uses this option. o Rejected CMM options – I-deas

CMM options – I-deas Remigrates only those items that have a rejected status. o +Not checked Remigrates items that have status of rejected or not checked. o ++pendingRepair Remigrates items that have a status of rejected, not checked, or pending repair. o +++pendingApproval Remigrates items that have a status of rejected, not checked, pending repair, or pending approval. CMM options – I-deas

CMM options – I-deas Phased Migration Phased migration migrates the parent if the child components meet the status criteria defined in the options.

• Check Review Status Use the following review status for child components to determine whether the parent item is migrated. The review status is identified in the ReviewStatus field in the CMM attributes form for child components. The review status is also checked during remigration. Items with Approved status are not remigrated. o Approved Migrates the parent item if the child components have only an approved status. o +PendingApproval Migrates the parent item if the child components have an approved or pending approval status. o ++PendingRepair Migrates the parent item if the child components have an approved, pending approval, or pending repair status. CMM options – I-deas

CMM options – I-deas Actions These options specify how you want the migration to proceed when items fail to migrate or do not migrate as expected.

• Migrate action o NeverStop Migration does not stop even though failures have occurred. Failures are defined by the Success Criteria category described above. o StopAfter Stops migration after a specified number of failures. Failures are defined by the Success Criteria category described above. Number of failures is defined in Error limit described below.
• Error limit Stops the migration process after the specified number of failures.
• Migration Timeout [mins] Maximum amount of time that CMM will try to migrate an item before it aborts the migration process. The time is specified in minutes.
• Item fail action o SeedItem If the migration process does not produce an NX part, then use a seed (empty) part. This allows dependent hierarchies to be migrated. o SkipItem If the migration process does not produce an NX part, then skip the item. Dependent hierarchies are also skipped (not migrated).
• Restart services after items Restarts the I-deas migration and NX migration services after migrating a certain number of items. This option and the next option are set at these default values for performance reasons.
• Restart services after total file size (MB) Restarts the I-deas migration and NX migration services after migrating a specified total file size.
• Create CMM Attribute Creates a form that contains CMM migration attributes. The form is placed in the item revision for the migrated item. You can perform a search in My Teamcenter on any of the fields in the form to find items with similar migration attributes. To enable this functionality, you may need to update the Teamcenter schema. For information on updating the schema, see the Configuration Guide chapter.
• Confirm Selection Pauses the migration process to allow you to confirm your selection before migrating. Click the OK button on the Migration Status dialog box to proceed with migration. If not checked, starts the migration process immediately for the items selected. CMM options – I-deas

CMM options – I-deas

• Store CMM Log File in Teamcenter If selected, stores the CMM Log File in Teamcenter. If not selected, stores the CMM Log File in the scratch location folder.
• Submit to Dispatcher Translation Priority Values of 1,2, and 3 correspond to low, medium, and high priority.
• Submit to Dispatcher Translator Name Select the name of the CMM migration translator to use for the migration. Cleanup Scratch Use these options to clean up the CMM scratch folder after the migration.
• Delete Report Files Select this option to clean up the report files.
• Delete Scratch Files Select this option to clean up the scratch files.
• Delete Translation Files Select this option to clean up the translation files, including EPF and XPK files.
• Delete SourceCAD Select this option to clean up the original I-deas source CAD files. CMM options – I-deas

CMM options – I-deas NX Part The NX Part options specify the configuration for a migrated item. Template parts must already be installed in Teamcenter in the seed parts folder. These templates are used for both migration and remigration

• Model Template Item ID The item ID of the template for a part.
• Model Template Item Revision The item revision of the template for a part.
• Assembly Template Item ID The item ID of the template for an assembly.
• Assembly Template Item Revision The item revision of the template for an assembly.
• Drawing Template Item ID The item ID of the template for a drawing. I-deas drawings are migrated into the template you setup. It is recommended that you use a blank part for a migrated drawing. If you use a template without a blank part for a drawing, I-deas ignores the template and the drawing is migrated as is.
• Drawing Template Item Revision The item revision of the template for a drawing.
• Non-Master Part Type o Specification The migrated item is created with specification type relations. These relations are detailed methods, designs, processes and procedures used to satisfy requirements. o Manifestation The migrated item is created with manifestation type relations. These relations are non-defining snapshots of a particular aspect of an item at a specific moment in time. The information is only accurate as long as the item revision does not change. For additional information on these relation types, see the Teamcenter Online Help Documentation.
• Create default views Creates default I-deas specific views in the migrated NX parts. If not checked, no I-deas specific views are created. CMM options – I-deas

CMM options – I-deas

• Save Parts with Shaded View Creates shaded views in the migrated NX parts. If not checked, the NX part is created with wireframe views.
• Model Template File Path and name of the file that contains the seed part.
• Assembly Template File Path and name of the file that contains the seed part for assemblies.
• Drawing Template File Path and name of the file that contains the seed part for drawings.
• Default Target Units Default units used when creating NX parts. This is not used when the template file is provided. User Data The User Data fields allow you to enter data applicable to your site.
• Set CMM Attribute Field User_Field_1 Enter data specific to the migration or to the set of data you are migrating, such as Migration Test 1, or Customer XYZ Data. User Data fields User_Field_2, User_Field_3, User_Field_4 provide the same functionality. CMM options – I-deas

CMM options – I-deas Services The Services options provide required entries to set up the migration.

• Stop Services Determines how you want to stop the I-deas migration and NX migration services during migration. Stopping the services also effectively halts migration. o End of Session Stops the services at the end of the migration session. o On Failure Stops the services and restarts after an item fails to migrate. This is repeated for each migration failure. o After Each Item Stops the services and restarts after each item has been migrated.
• I-deas Startup Language This option selects the local language with which to start the I-deas session used by CMM. Although CMM runs I-deas as a background session not normally seen by the user, the local language can affect the processing of some text entities such as PMI notation. If you see unprintable characters being displayed in migrated PMI notation, check this option. This is particularly important when using languages with double-byte characters, such as Japanese. Usability Use the Usability options to change the color of messages displayed in the CMM Message window for users with different types of color perception issues. These options allow you to change the colors for each type of warning and status listed in the migration status results to allow someone with various kinds and severity of colorblindness to tailor to colors for your needs. CMM options – I-deas

CMM options – I-deas