Infor PLM Discrete interfaces directly with Creo, facilitating direct transfer of product designs from the Creo environment into Infor ERP LN. This eliminates the inherent risks and errors associated with data entry from multiple sources. Creo files can be managed according to configuration management methodology, while facilitating the direct transfer of complete design Bills of Material (BOMs) to the production environment.

The Save to PLM process saves your Creo file in the Infor PLM Discrete database. The document is saved with the status Draft. Each consecutive save updates the latest changes performed on the Draft revision of the document in Infor PLM Discrete.

The download manager retrieves the latest files from the PLM database and saves them to the local work directory of the user.

If the preferences specify that no items must be generated for part/assembly files on initial save to PLM, you must use the Link to Item option from the PLM menu to link the part/assembly file to an existing item in the PLM database, or to create items for the part/assembly file that you are working on.

If a file that you are working on is supposed to be used in a business process, the business process cannot be launched while the file is locked. To avoid this situation, you should save such files using the Save and Unlock command. This automatically updates your data, while relinquishing ownership of the file. The business process can then proceed.

When you have finished working with a file, it can be released. The PLM integration for Creo enables you to check in any Creo file and its linked documents to the PLM vault.

You must check a file out of the vault in order to change it.

While working on a Creo file that already exists in PLM, you may want to look into the PLM data related to the file and its components.

You can open a part file directly from the integration in an PLM item or document structure view.

An infocard is a dialog box that enables you to update meta data of items, documents or files generated from files created in Creo. There are three types of infocards, one for items, one for documents, and one for files. You must use infocards to make changes to the item, document or file in Creo rather than in PLM. You can update only those items, document, or files that you own.

Header information is the PLM data that is stored in your local environment. This information is used by the PLM Integration for Creo to verify whether a specific local file can safely overwrite the PLM file. The Synchronize Headers operation updates the headers of the Creo files currently opened with the relevant PLM information.

Clears the storage information for the active/selected file and its dependents.

Use the PLM menu option Delete Local Files to delete the selected local files. PLM also clears the information about the deleted files from the storage files.

The Dispatch to Business Process option on the PLM menu enables you to link the PLM items and/or documents, which are generated for a part file, to an PLM business process. This will link the PLM items and/or documents of the part file to a workflow, which will be distributed to the users associated to the workflow template.

General mapping enables you to define attribute-based mapping rules for a template. When you create parts, assemblies, or drawings in Creo using a template, the mapping rules are carried over to the parts, assemblies, or drawings based on how you set up the rules.

Thumbnail is a miniature representation of a ProE part, assembly or a drawing. ProE integration generates the thumbnails in the JPEG or PNG format.

The Infor PLM preferences control the way the Infor PLM integration for Creo works. To access the Infor PLM Discrete preferences, in Creo, select Preferences from the Infor PLM menu. As a result, the PLM Preferences dialog box appears.

The environment variables required for integration to work correctly: