• Inventor

Check out an item in Upchain for Inventor to modify the CAD file

Check out an item in the Upchain plug-in for Inventor, change the CAD file, and then check in the modifications, including new items.


00:03

When using the Upchain CAD plugin, you can check out components or assemblies so that they are locked to you for editing.

00:10

This ensures that only one user can make changes to an item at a time.

00:15

In this example, you check out a component file in Inventor, make some changes to the component, then check it back in.

00:24

Begin with a model open in Inventor and the Upchain panel open to the CAD Bill of Materials (cBOM).

00:31

Right-click the top-level assembly file and select Check out.

00:35

In the Check out files window, select the checkbox beside each item you want to check out.

00:41

In this case, select the top-level assembly and the CLA-Screw-30 component.

00:47

Click Download to download the files to your local drive.

00:51

When the item is finished downloading, click Open model.

00:55

The selected items are locked and checked out to you, as indicated by a green check out lock in the cBOM.

01:02

You can now edit the Screw-30 component.

01:05

In the Inventor Assembly Browser, right-click the Table entry in one of the Screw 30 folders, and select Change component.

01:13

On the Table tab, select a different row, such as Screw-40, and then click OK.

01:20

Repeat these steps for another one of the Screw-30 components and change it to Screw-10.

01:27

In the cBOM, click Refresh.

01:30

Notice that there are new entries for Screw-10 and Screw-40, but they are listed as ‘Not registered’.

01:36

Right-click the top-level assembly and select Check in to create these items and check in your modifications.

01:43

The CAD Check In window displays the anomalies between the cBOM and eBOM.

01:49

In this case, click the red X next to the two new screws to resolve the anomalies.

01:55

Click OK to proceed.

01:57

In the cBOM, the assembly and components are no longer displayed in green and the check out lock icon is removed.

02:05

Switch to the Upchain web interface.

02:08

Here, you can open the BOM structure and view that the two new screw components have been added correctly.

Video transcript

00:03

When using the Upchain CAD plugin, you can check out components or assemblies so that they are locked to you for editing.

00:10

This ensures that only one user can make changes to an item at a time.

00:15

In this example, you check out a component file in Inventor, make some changes to the component, then check it back in.

00:24

Begin with a model open in Inventor and the Upchain panel open to the CAD Bill of Materials (cBOM).

00:31

Right-click the top-level assembly file and select Check out.

00:35

In the Check out files window, select the checkbox beside each item you want to check out.

00:41

In this case, select the top-level assembly and the CLA-Screw-30 component.

00:47

Click Download to download the files to your local drive.

00:51

When the item is finished downloading, click Open model.

00:55

The selected items are locked and checked out to you, as indicated by a green check out lock in the cBOM.

01:02

You can now edit the Screw-30 component.

01:05

In the Inventor Assembly Browser, right-click the Table entry in one of the Screw 30 folders, and select Change component.

01:13

On the Table tab, select a different row, such as Screw-40, and then click OK.

01:20

Repeat these steps for another one of the Screw-30 components and change it to Screw-10.

01:27

In the cBOM, click Refresh.

01:30

Notice that there are new entries for Screw-10 and Screw-40, but they are listed as ‘Not registered’.

01:36

Right-click the top-level assembly and select Check in to create these items and check in your modifications.

01:43

The CAD Check In window displays the anomalies between the cBOM and eBOM.

01:49

In this case, click the red X next to the two new screws to resolve the anomalies.

01:55

Click OK to proceed.

01:57

In the cBOM, the assembly and components are no longer displayed in green and the check out lock icon is removed.

02:05

Switch to the Upchain web interface.

02:08

Here, you can open the BOM structure and view that the two new screw components have been added correctly.

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