Transferring in Interactive Mode

You can transfer Engineering data from 3DEXPERIENCE apps to X-PDM using the Share > Export... > XPDM... option available on the user interface.

Important:
  • The Export... > XPDM... option is secured through the assigned Business role. An error message appears, if you are not authorized to access to Export... > XPDM... option. For more information, see Adapter for X-PDM Access to Content.
  • Only single node selection is allowed to transfer data to X-PDM. When multiple selections are done and you try to send to X-PDM, you are notified with an error message to select a single object.
  • After every transfer of data from 3DEXPERIENCE apps to X-PDM, report and log files are generated.

Before you begin:
  • Your administrator must setup Adapter for X-PDM:
    • The Gateway Server with event bus connectivity for 3DEXPERIENCE platform should be up and running correctly.
    • Your administrator must setup Engineering Adapter for X-PDM.
  • Start a 3DEXPERIENCE app session.

Environment: On premises only

  1. Search or open an object which you want to transfer to X-PDM.
  2. Select the object from the search result or the structure tree.
  3. In the Share menu, select Export... > XPDM...

    Note: Only certain types of nodes such as product are eligible for transfer. For more information, see Export.

  4. Enter the Site Name and Option.

    Where,

    • Site Name: name of the destination X-PDM Site.

      By default, the Site Name is XPDM.

    • Option: this string is defined by your administrator during setup of Adapter for X-PDM. Enter one of the pre-defined values. For example the following values can be available:

      • light CATIA: when enforcing the transfer of light representations with CATIA V5R21 as target format.
      • STEP: When enforcing the transfer of exact representations with STEP as target format and drawing representations with CATIA V5R21 as target format.

      For more information, see Generating a Connection Parameter File.

      By default, the Option box is blank.

      Note: The transfer fails, if you enter incorrect values for Site Name or Option box.

    Click OK.

    A dialog box appears indicating the status of the transfer request.

  5. Click OK.
    The selected data is transferred to X-PDM.