plm data migration

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: info@bwir.com ● Website: www.bwir.com