Data Migration from other PDM Systems to
SolidWorks Enterprise PDM
Barry-Wehmiller International Resources (BWIR)
Global Solutions & Services Partner
Agenda
� Successful data migration means
� Data migration Processes from source to target system
� Understand & Analyze the Source System
� Map the configurations in the Target System
� Develop the data extractor & loaders to meet the Target System
� Perform the Test Migration process
� Perform the Validation
� Barry-Wehmiller & Corporate Vision
Minimum time to adapt (-)
Maximum data consistence (+)
Minimum references Issue (-)
Maximum archive data and information (+)
Successful data migration means….
Target System
SolidWorks Enterprise PDM
Source System and Target System
Source PDM / PLM System
Logo courtesy and Copyrights of PTC Product and DBWorks
Migration strategies available…
Point to Point migration process
DB Server
-Select the Data that need to be migrated
- Hit the button “Go”
-Select the Data that need to be migrated
- Hit the button “Go”
Archive ServerFile System
PDMWorks Workgroup
Hop migration process
Migration strategies available…
File System
DB Server
(SQL)DB Server
Data ExtractionData Extraction Data CleansingData Cleansing Data LoadData Load
1a1a
1b1b
2a2a
2b2b
Copy Paste Migration
Copy Paste Migration
With Folder structure
change (1a + 2a)
1a + 1b * 2a + 2b 1 + 2
Non CAD data 20% 30% 40% 25% 65%
CAD Data 25% 45% 65% 55% 100%
Variance of ± 5%* Varies on case to case basis
* Complexity Matrix
Archive Server
Hardware considerations
• Archive Server: 2 GB of RAM, Intel Xeon 2 GHz. Windows Server 2003 SP 2 • Database Server: 4 GB of RAM, Intel Xeon 2 GHz, Windows Server 2003 SP 2, Microsoft SQL Server 2005 SP 2.• Workstation: 4GB of RAM, Intel Core2 Duo 2GHz, Windows XP Professional SP 2 • Free Disk Space Requirements: The general rule of thumb is to have free disk space of at least twice the size of the vault on the computer running the import.
Source System Target System
Data migration Processes from source to target system
1st Stage
Understanding the basic migration requirements• What are the various file types that need to be migrated?• Number/ Percentage of CAD files in the source system? • Number / Percentage of Non CAD files in the source system?• Does the CAD and Non CAD files have any relationship maintained in the source system?• Does the family tables/ configurations maintained in the in source system?• Is metadata maintained for the data in the source system?
Understand & Analyze the Source System
Check point 1: Check for data consistency and integrity
Strategize the migration path• Is data cleanup required in the source system before the migration required?• Requirement of complete or only the latest data need to be migrated? • How to migrate work in progress items to the target system?• How to migrate only the latest data to the target system?• How to migrate the legacy data to the target system?• How to migrate the metadata to the target system?
Check point 2: Plan the data migration strategy
Understand & Analyze the Pro/Intralink data architecture
2nd Stage
Components mapping from source to target system
• legacy data• latest data• work in progress data• custom properties• change objects (change request & change orders) • product/project/folder structures• workflow/ process• approval process• revision schema • naming/numbering schema• users and groups• Privileges and Roles • Notification/ communication process
Components of Source System & Target System
• Latest data • Archive data• File types• Templates• Work in progress data• Custom properties• Change objects (CR, CO, ECN) • Product/project/folder structures• Workflow/ process• Approval process• Revision schema • Naming/numbering schema• Users and groups• Privileges and Roles • Notification/ communication process
Components to be configured prior to the migration
TemplatesParts, Assemblies, & DrawingsFolder structureOther Documents
Classification of dataProject StructureFolder Structures
WorkflowLifecycle StatesWorkflow ProcessWorkflow stagesApproval process
Revision schema Major RevisionsMinor Revisions
Document Naming ConventionNumbering Schema
Users and groupsPrivileges and Roles Notification & communication process
Components can be easily mappedfrom source system to the targetsystem.• Few components can be configuredbased on the rules that are followed insource system.• Few components cannot beconfigured but they can be developedwith the help of “EPDM Dispatch” or asan “EPDM custom addin” with the helpof API.
Should be configured in such a waythat it can be easily adapted inEnterprise PDM.
3rd Stage
All about Data extractor & Loaders
MetadataExtraction
Data Extraction
Move DataTo EPDM
Check In Data in EPDM
“Downloaded meta-data into SQL Server
migration tables”
MetadataExtraction
DocumentExtraction
All about Data extractor & Loaders
Load toEPDM
Check In Data in EPDM
Metadata Extraction
Data Extraction
All about Data extractor & Loaders
Data extractor program
Local folder
Move DataTo EPDM
Check In Data in EPDM
Data Cleanup in before data loading into EPDM
Following cleanup tasks can be performed on downloaded files before
adding files to SolidWorks Enterprise PDM.
a) Checks for an missing dependencies (references).
b) Checks for any circular reference.
c) Check for file duplicates in the vault.
d) Unlocks Windchill or INTRALINK related parameters and renames
parameter names to one as required by customer.
Optional
a) File rename.
b) Files relocation from one location to another.
Metadata Extraction
Data Extraction
Move DataTo EPDM
Check In Data in EPDM
Metadata Extraction
Data Extraction
All about Data extractor & Loaders
Move DataTo EPDM
Check In Data in EPDM
Metadata Extraction
Data Extraction
All about Data extractor & Loaders
Move DataTo EPDM
Check In Data in EPDM
Metadata Extraction
Data Extraction
All about Data extractor & loaders
Check In Data in EPDM
Move DataTo EPDM
Metadata Extraction
Data Extraction
All about Data extractor & loaders
Move DataTo EPDM
Check In Data in EPDM
Metadata Extraction
Data Extraction
All about Data extractor & loaders
Move DataTo EPDM
Check In Data in EPDM
Metadata Extraction
Data Extraction
All about Data extractor & loaders
Move DataTo EPDM
Check In Data in EPDM
Metadata Extraction
Data Extraction
All about Data extractor & loaders
Move DataTo EPDM
Check In Data in EPDM
Build Visual Dashboards to monitor the progress
4th Stage
Perform the test migration process
Data MigrationFile typesWork in progress dataLatest data Archive data
MetadataCustom Properties for filesCustom Properties for change objects
Change objectsChange RequestEngineering Change Notice
“Rehearse the migration process
at least 2 times before performing
the production migration process”
Metrics during the test migration process
Following metrics need to be captured during the migration cycle prior to
Production migration process .
a) Capture the actual migration time for each and every test cycle.
b) Capture the time for add files operation to the vault.
c) Capture the time to update the custom properties in the vault.
d) Capture the time to update the parent child relationship.
e) Capture the time to check in the files into the vault.
f) Capture the time to assign the workflow states in the vault.
Delta migration process for huge data set…
Following strategies need to be considered during the migration process in
order to achieve minimum PDM system down time.
a) Migration based on product lines
b) Migration based on file types
c) Migration based on particular project
d) Migration based on last modified
e) Migration based on last created
f) Migration based on data that is related to particular group
g) Migration based on data related to particular site
5th Stage
Validation Parameters
Following validation parameters can be performed after migration process is
completed to SolidWorks Enterprise PDM.
a) Checks the references for drawings and assemblies by opening at least
10 to 15 assemblies and drawings.
b) Checks for any circular reference errors.
c) Check the parameters if they can be edited or not.
d) Check the revision specific metadata.
e) Check the revision specific parent child relationship.
f) Check the family table/ configuration specific metadata.
g) Check the family table/ configuration specific parent child relationship.
Thank You
BWIR is a global leader providing business and
technology solutions to the manufacturing domain
through the power of inspired people
BWIR Vision
What our vision means
• Our focus is manufacturing - discrete manufacturing in
particular where we have a strategic advantage
• Services will include an integrated suite of technology
solutions to meet business objectives
• Within manufacturing, focus is on the Small & Medium
businesses - $ 50 million to $ 2 billion in revenue
Contact Us
Barry-Wehmiller International Resources
(BWIR)
8020 Forsyth Blvd. 23-1/B3 Velachery Tambaram Road
St. Louis, MO 63105 Pallikaranai, Chennai - 600 100 INDIA
Ph: +1 (314) 862-8000 Ph: + 91 44 4390 9100
Email: [email protected] ● Website: www.bwir.com