Managing CAD Files

A CAD Document can have Files associated with it that are kept in the Aras Innovator Vault. If you have purchased a third-party CAD integration tool, you can use it to attach, download, replace, and remove native CAD and viewable files to a Part using the CAD authoring tool. This subscription also enables you to view and work with CAD File representations in Aras Innovator directly from the corresponding CAD Document.

In Aras Innovator 29, CAD Files and Files are not versionable, but CAD Documents are. When a CAD Document is versioned, the references to its Files remain the same. In other words, old versions of the CAD Document keep old Files. For example, if Version 1 of a CAD Document contains File A, then gets versioned, after which, File A is replaced with File B, the previous version of the CAD Document (Version 1) has File A, and the current version has File B. To access the old Files, you can view the appropriate version of the CAD Document. For details about how to access CAD Document versions, refer to section Versions Exploration.

For a single CAD Document, you can attach only one native and one viewable CAD File using the following procedure:

1. Open the CAD Document.
2. Click Edit.

3. Click the Select file link in the Native file field. The Open file dialog appears.

   

   

   Figure 97.

4. Select a Native CAD File. The Select file link is replaced with the name of the selected Native CAD File.

   

   

   Figure 98.

5. Click the Select file link in the Viewable file field. The Open file dialog appears.

   

   

   Figure 99.
   

6. Select a viewable representation of the Native CAD File. The Select file link is replaced with the name of the selected Viewable File.
7. Click Save or Done to save your changes. The names of the selected Files become links and the Files are attached to the CAD Document.

To attach additional Files to a CAD Document:

1. Open the CAD Document.
2. Click Edit.
3. Go to the Files accordion tab.

4. Click New CADFiles on the Files accordion toolbar. A new row appears at the bottom of the Files grid.

   

   

   Figure 100.

5. Click the Select File link in the File Name cell. The Open file dialog appears.

6. Select the File to be uploaded. The Select file link is replaced with the name of the selected File.

   

   

   Figure 101.

   Note

   Aras Innovator will automatically provide a file type to the File Type cell depending on the File’s extension when you save the CAD Document.

7. Specify the Classification of the File by clicking the Classification cell, selecting the ellipsis button, and selecting the appropriate classification.
8. Provide any additional information about the File in the Comments cell as needed.
9. Click Save or Done to save your changes and attach the additional File to the CAD Document.

You can download native and viewable CAD Files using either of the following methods:

• The file links on the CAD Document
• The Manage file property dialog

To download native and viewable CAD Files using the file links on the CAD Document, click the corresponding link on the CAD Document:

Figure 102.

When selecting the link of the Viewable File, a new browser window appears showing the viewable file and providing functionality for viewing and downloading.

Figure 103.

To download files using the Manage file property dialog, select the Manage file property icon for the corresponding file:

Figure 104.

Figure 105.

You can either select the hyperlink in the Manage file property dialog or use the Download file button to download the File.

Figure 106.

You can download additional Files from a CAD Document using either of the following methods:

1. The File Name link in the Files grid.
2. The Manage file property dialog.

To download files from the CAD Document, click on the corresponding link in the Files tab on the CAD Document:

Figure 107.

To download files from the CAD Document using the Manage file property dialog, select the Manage file property button for the corresponding file:

Figure 108.

You can either select the hyperlink in the Manage file property dialog or use the Download file button to download the File.

Figure 109.

If you are downloading a viewable file, such as a PDF, instead of starting the downloading process of your operating system, a new browser window appears showing the viewable file and providing functionality for viewing and downloading. Use the file download procedure of your browser to download the file and close the browser window with the viewable file when completed.

To replace the native and viewable files on a CAD Document:

1. Open the CADDocument.
2. Click Edit.

3. Click the Manage file property button under Native File.

   

   

   Figure 110.

   The Manage file property dialog appears.

   

   

   Figure 111.

4. Click the Select new file button.

5. Search for and select the replacement Native File. In the Manage file property dialog, the link with the name of the old native File is replaced with the name of the new Native File. There is no information on the new Native File.

   

   

   Figure 112.

6. Click OK. In the CAD Document view, a link with the name of the old native File is replaced with the name of the new native File.
7. Repeat steps 3-6 using the Manage file property button under Viewable File.

8. Click Save or Done to save your changes. The names of the replacement Files become links. These Files are attached to the CAD Document.

Figure 113.

To replace additional Files in a CAD Document:

1. Open the CAD Document.
2. Go to the Files accordion tab.

3. Click the Manage file property button in the File Name cell.

   

   

   Figure 114.

   The Manage File dialog appears.

   

   

   Figure 115.

4. Click the Select new file button.

5. Search for and select the replacing File. In the Manage file dialog, the link with the name of the old File is replaced with the name of the new File.

   

   

   Figure 116.

6. Click OK. In the File Name cell, the link with the name of the old File is replaced with the name of the new File. The rest of the information on the old File is kept.
7. Click Save or Done to save your changes. In the File Name cell, the name of the new File becomes a link to it. The Files are replaced, and the File Type is updated

Figure 117.

To remove native and viewable CAD Files from a CAD Document:

1. Open the CAD Document.
2. Click Edit.

3. Click the Manage file property button under Native file.

   

   

   Figure 118.

   The Manage file property dialog appears.

   

   

   Figure 119.

4. Click the Delete file button. A notification dialog appears.

   

   

   Figure 120.

5. Click OK in the notification dialog. The Select File link replaces the link to the native File.

   

   

   Figure 121.

6. Click the Manage file property button under Viewable file. The Manage file property dialog appears.

   

   

   Figure 122.

7. Click the Delete file button. A notification dialog appears.

8. Click OK in the notification dialog. The Select File link replaces the link to the viewable File.

   

   

   Figure 123.

9. Click Save or Done. The native and viewable Files are removed from the CAD Document.

Figure 124.

To remove a File from a Document:

1. Open the CAD Document.
2. Click Edit.
3. Go to the Files accordion tab.

4. Click the File row and then click Delete Row on the Files accordion toolbar. The File becomes unavailable.

   

   

   Figure 125.

5. Click Save or Done on the CADDocument toolbar. The File disappears from the grid.

   Note

   The File disappears immediately if the CAD Document was not saved after it was added.