What is the best method to put an existing assembly outside of PDMLink into PDMlink when half the hardware is already in PDMlink?
PDMLink 9.1
Wildfire 4.0
Thanks in advance!!
Using Pro/Intralink 9.1
Antonio's method is way too complicated. We use a variation of Steve's method. Steve's method makes you sort everything during the import, where our method lets you sort things out in several smaller steps after the import. (Of course, a combination of Steve's method and our method works, too.)
We either use the workspace import functionality and just click through all the defaults, or open the assembly in Pro/E and save it to the workspace. You end up with all new files in the workspace. Ones that already exist in Commonspace are marked with name conflicts. The next steps involve manipulating the metadata to resolve the naming conflicts and exchanging content in the right directions. There are 3 "classes" of files and solutions for dealing with them.
First - content that should use the unmodified commonspace copy. You have to update the related metadata in your workspace for the CAD Document. You also have to download the commonspace content to your workspace to overwrite the content that you just imported.
Second - content that exists in commonspace, but the copy in your workspace is more recent and needs to be checked in. Resolving the metadata in the workspace is the same as the first case. Instead of downloading the content from commonspace, you have to tell Windchill to re-use the content in your workspace. Then you will be left with a CAD Document marked as modified in the workspace, but the naming conflict will be resolved.
Third - content that does not currently exist in Commonspace. Proceed to check-in.
To get the metadata updated in the workspace (i.e. to resolve the name/number conflicts), sometimes requires that you select the CAD Documents and perform Add to Workspace. Other times it requires a workspace update. I think family table objects require using Update and stand-alone objects require Add to Workspace (?). If you want to overwrite your content with the commonspace version, set the CAD Document's action to download; if you want to keep your content for possible future check-in, set the CAD Document's action to re-use. You can set this on a per-file basis.
After this step, you should be left with some CAD Documents marked as modified and (possibly) some CAD Documents marked as new, but you should not have any more conflicts. Check-out the CAD Documents that are modified, then check-in the modified and new CAD Documents.