Configuration Options (SolidWorks to NX migration)

Choose Options from the NX Migration menu. TheOptions 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 listing 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 Entity Display Status o Drawing
• Application o Migration controls o Remigration o Phased Migration o Actions o Cleanup Scratch o NX Part o User Data o Services o Usability Chapter 16: Options – SolidWorks

Options – SolidWorks 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 Feature options determine the behavior of geometric features when migrated. o Translation Mode This option determines whether features are migrated, or just the boundary representation (B-Rep). ■ Brep Mode With this option selected, the part is migrated as a boundary representation (B-Rep) without features. ■ Feature Mode With this option selected, the part is migrated with features, unless a feature failure condition is detected. The migration processing runs faster and the resulting files are smaller if the part is migrated as a B-Rep. For parts that will not be modified in NX, a B-Rep may be satisfactory. If a B-Rep part needs to be modified, either remigrate the part, or use NX Synchronous Modeling commands. o 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. o Create Data Access Features for No-Op This option creates an NX data access feature for features that do not create an operation in NX. In effect, this is like a comment statement in the Model History. o Brep for Older Revisions If this option is checked, only migrate the B-Rep is migrated for older revisions, not the features. o Create final part Brep on Feature Failure With this option selected, the part is migrated as a B-Rep if there are failed features. Options – SolidWorks

Options – SolidWorks o Geometry Healing Repairs all B-Rep geometry including B-Rep created for unsupported and failing features. This option applies to B-Reps whether features are migrated or just B-Reps are migrated. There are three possible choices, Minimum, Medium, or Maximum. You should start with Minimum, and only select a higher value if necessary. This option can cause modification of the B-Rep geometry, which may not be acceptable depending on your intended use/application of the part. o Use Standard Hole This option will migrate a sketched hole as a standard NX Hole feature. o Fidelity Check If this option is turned on, the reconstructed feature history geometry and imported B-Rep geometry is tested for completeness and accuracy against the original geometry. The value for Success Criteria Max Deviation (mm) is used to compare the shape. The shape of the migrated model must be within the original shape plus or minus this value. o Extract As Face Chain This option will translate Extract Body features as NX Extract Face features rather than Extract Body features. o Exclude Invisible Bodies From Reference Sets The invisible bodies are not included in assembly reference sets. o Ship Attribute Map File This option maps attributes for ship plates and profiles. Specify the path and file name of the file that contains the mapping for the attribute names. To use this functionality, you need to create an XML file to identify the attributes that CMM will use to identify the ship parts. The XML file is structured as follows: Chapter 16: Options – SolidWorks

Options – SolidWorks Assembly The Assembly options define how assemblies are migrated.

• Constraints Migrates assembly 3D constraints into NX assembly constraints. If not checked, component positions are maintained but unconstrained.
• Fidelity Check If this option is turned on, assembly fidelity checking is performed to verify component positioning. The migration is considered successful when the assembly components are positioned within the original position plus or minus the value entered for Position Fidelity Tolerance (m).
• Position Fidelity Tolerance (m) The tolerance (in meters) used to verify the component position fidelity. Position fidelity tolerance is tested only when the Fidelity Check option (above) is selected. Entity Display Status These options determine the visibility of various geometry objects after migration. When a check box is selected, the corresponding objects are hidden in the migrated file.
• Hide Sketches
• Hide Reference planes
• Hide Reference curves
• Hide Reference axes
• Hide Reference points
• Hide Reference CSYS
• Hide Surface features Parts migrated from SolidWorks to NX will have objects on the same layers. In NX, the visibility of objects is controlled by layer or by Show and Hide commands. Options – SolidWorks

Options – SolidWorks Drawing These options define how drawings are migrated.

• Options o Threshold for Thin Thickness, Threshold for Thick Thickness Line widths in SolidWorks are a numeric value. In NX, they are Thin, Normal, or Thick. NX line width with be set to Thin if the line width in the SolidWorks drawing is less than or equal to entered value for the first threshold. NX line widths are set to Thick for line widths greater than or equal to the second threshold. Line widths between the two values are set to Normal. o Font Name Map Enter a path and filename for a file that maps the SolidWorks text fonts to NX text fonts. o Construction Geometry Layer All construction geometry is placed on the specified layer. o Drawings ■ Associative Drawing entities (such as geometry, annotations) are migrated with associativity established. ■ 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. o Capture curve style as view dependent edits Capture this style of each 2D curve in the source drawing and apply as view dependent edits in NX.
• 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. Chapter 16: Options – SolidWorks

Options – SolidWorks ◊ None Entities in the drawing are not evaluated. Options – SolidWorks

Options – SolidWorks Application The Application options provide preferences for general migration operation. Migration Controls Migration Controls options specify how you want the migration to run.

• Source CAD System This option defines the specific installed version of SolidWorks used for the migration.
• 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. Chapter 16: Options – SolidWorks

Options – SolidWorks

• Status/Project for Process Mode Define the status or projects that will be allowed to migrate. Separate multiple values with a semicolon.
• 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 for a part, when you migrate 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.
• Include SolidWorks Dependency Related Items Select this option to check for items that have a SWIM dependency relationship or a SW2BOM_exclusion relationship with any items selected for migration. These items will also be migrated.
• 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. Options – SolidWorks

Options – SolidWorks

• Report Style Sheet Location of the XSL style sheet needed to view the migration report.
• 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. Chapter 16: Options – SolidWorks

Options – SolidWorks Reuse Lookup Table The Reuse Lookup Table is used with CMMSolo to migrate data from several source folders without migrating shared data multiple times.

• Reuse Lookup Table Lets CMMSolo use the Reuse Lookup Table.
• Reuse Lookup Table Location Sets the directory to store the Reuse Lookup Table. This directory should be a unique location for each CMM user. It should also be a location that is not likely to be deleted or modified by anyone or any process other than CMM. Options – SolidWorks

Options – SolidWorks 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. Chapter 16: Options – SolidWorks

Options – SolidWorks

• 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 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. Options – SolidWorks

Options – SolidWorks

• 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 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. Chapter 16: Options – SolidWorks

Options – SolidWorks 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. Options – SolidWorks

Options – SolidWorks 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 the 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 a 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 SolidWorks migration and NX migration services after migrating the given 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 SolidWorks migration and NX migration services after migrating the 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. Chapter 16: Options – SolidWorks

Options – SolidWorks

• Allow item selection after load Pauses the migration process after loading items so that you can select or deselect individual items. Migration or other commands can then be performed on the currently selected items. If not checked, migration is started immediately on all loaded items after the items are loaded.
• 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.
• 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 Associated Files Select this option to delete associated files including Maps, PSDs, and History 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 SolidWorks source CAD files. NX Part The NX Part options specify the configuration for a migrated item.
• Model Template Item ID Model Template Item Revision Enter the Item ID and the Item revision ID for the seed part for part models.
• Assembly Template Item ID Assembly Template Item Revision Enter the Item ID and the Item revision ID for the seed part for assembly models.
• Drawing Template Item ID Drawing Template Item Revision Enter the Item ID and the Item revision ID for the seed part for drawings. Options – SolidWorks

Options – SolidWorks

• 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.
• 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 Attributes 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. Chapter 16: Options – SolidWorks

Options – SolidWorks Services The Services options provide required entries to set up the migration.

• Stop Services Determines how you want to stop the SolidWorks 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. 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. Options – SolidWorks

Options – SolidWorks