Importing your SOLIDWORKS PDM data

Importing your data is done by instructing your connector to scan documents on the SOLIDWORKS PDM source system.

This task shows you how to:

To run a full scan

Importing your data is done by instructing your connector to scan documents on the SOLIDWORKS PDM source system.

Context: You should use the import option in OnePart Console whenever possible. For details, see Importing your data. If necessary, you can import your data in the Administration Console as follows.

  1. Open the Administration Console.
  2. In the Home page, go to the Connector section, where the new connectors display.
  3. Click Scan to the right of the connector.

    For example, the PDM connector.

    Note:

    Import speed depends on your PDM instance and on the OnePart server characteristics. You can have in mind a typical speed of 1 part per second for an initial full scan.

  4. Users can now log into OnePart using their PDM account and search for documents.
    1. Go to the OnePart URL: http://<HOSTNAME>:<BASEPORT>/mashup-ui
    2. If you can login to OnePart but can’t see any documents, see “Troubleshooting” in the OnePart Installation Guide .

To force a rescan

You can force a rescan of your connector. This rescans all documents on the SOLIDWORKS PDM source system without the need to clear the index.

  1. Open the Administration Console.
  2. In the Home page, go to the Connector section.
  3. Click Force recan to the right of the connector.

To schedule your scans

SolidWorks PDM connector provides advanced scheduling functionality that can be configured in the Administration Console. During the first scan the PDM connector indexes all the documents and subsequent scans are always incremental. The PDM connector provides 2 incremental methods:

  • Full scan - Detects all changes including document deletions and individual document security changes
  • Light scan - Only takes new and modified documents
To optimize the scanning time, you can schedule the two methods in combination. See the scheduling example below. Note that the light scan mode can only be used after a successful Full scan.

  1. Open the Administration Console.
  2. Click on the PDM connector to configure.
  3. Click Operation and then Add schedule.
  4. For the first schedule, perform a full scan once a week:
    1. Set the Scan mode to Full scan.
    2. Set the scan frequency: select to Periodic and repeat every 7 days.

  5. For the second schedule, perform a daily light scan :
    1. Set the Scan mode to Light scan.
    2. Set the scan frequency: select Periodic and repeat every 1 day.