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PDM Actions in Autodesk Inventor
PDM (Product Data Management) actions are used to manage your CAD data in Windchill. These actions are available from Autodesk Inventor and from the Windchill user interface.
To connect to the Windchill Workgroup Manager from Autodesk Inventor, you must first do the following:
• Register the Autodesk Inventor application with the Windchill Workgroup Manager
• Register and connect to the Windchill server
When Autodesk Inventor is connected to Windchill Workgroup Manager, some PDM actions become active in Autodesk Inventor, such as Check In and Check Out.
Beginning at Windchill 10.2, the PDM actions available in the Autodesk Inventor application are available in the Windchill toolbar. The table below lists these actions and their access paths.
PDM Actions
Access from Autodesk Inventor
Access from Windchill Workgroup Manager Client
New CAD Document
Windchill > New CAD Document
Windchill > New > CAD Document
Open from Windchill
Windchill > Open from Windchill
Not applicable
Save to Workspace
Windchill > Save to Workspace
Not applicable
Check In
Windchill > Auto Check In
Windchill > Custom Check In
File > Check In
Check Out
Windchill > Check Out
File > Check Out
Undo Check Out
Windchill > Undo Check Out
File > Undo Check Out
Revise and Check Out
Windchill > Revise and Check Out
Not applicable
Update
• Windchill > Update Active Model
• Windchill > Update All Models
File > Update
Save Viewable with Models
Windchill > Save Viewable with Models
Not applicable
Lock
No access
File > Lock
Unlock
No access
File > Unlock
Rename
No access
File > Rename
Upload
No access
File > Upload