Intermittent issues in a CAD/PDM integrated environment

We are experiencing several intermittent issues in a CAD/PDM integrated environment and would like to understand whether other users have encountered similar behavior.

The main symptoms reported by users are:

• Sometimes a Save operation does not appear to work correctly.
• Sometimes, after Check-in, locally modified data is replaced by the unmodified data from the commonspace.
• Sometimes drawings are published with incorrect attributes: the drawing itself shows the correct attribute values, but the published PDF contains different/old values.

The issues are intermittent and do not occur consistently on every model or operation.

During our investigation, we have observed that some of these cases appear to correlate with CAD structure/dependency processing performed during PDM operations. In particular:

• CAD structures can contain external references or other inter-document relationships.
• During operations such as Save, Check-in or Save As, the integration traverses the CAD structure and its relationships.
• We have seen API/COM-related errors while retrieving relationship or occurrence information during this traversal.
• Activating additional assembly components can expose a significantly larger number of relationship-processing errors in the logs.
• However, the Check-in itself may still complete successfully, with no obvious indication to the user that something went wrong.

At this stage, we do not know whether the API errors are the root cause, a consequence of a CAD model condition, or an integration-handling issue.

Has anyone experienced similar symptoms, particularly:

1. a Save operation that does not persist the expected CAD changes;
2. local modifications being replaced by the previous commonspace version after Check-in;
3. published drawings/PDFs containing stale or incorrect attributes while the CAD drawing itself shows the correct values;
4. successful Check-ins despite incomplete or inconsistent relationship processing?

We would be particularly interested in similar real-world experiences, known limitations, configuration recommendations, or diagnostic approaches.

Thanks in advance for any feedback.