Mechanical CAD management with Upchain

Here, we introduce you to Upchain for mechanical CAD. You'll explore some key PLM concepts, install the mechanical CAD plugin, and navigate the plugin user interface.

This content takes approximately 25 minutes to complete. By the end, you should be able to:

• Access and install the Upchain CAD connector.
• Define key Upchain PLM concepts including item, project, and BOM.
• Identify the main components of the CAD plugin UI (user interface).

• Introduction and Upchain core concepts
• Installing and exploring the MCAD plugin
• Introduction to MCAD plugin for Upchain - Quiz
• Conclusion and next steps

Here we discuss the key concepts when working with the mechanical CAD plugin, explore how to download and work with CAD files from Upchain, commit changes back to Upchain, and modify item attributes.

This content takes approximately 30 minutes to complete. By the end, you should be able to:

• Define key concepts, including Project BOM, cBOM, eBOM, and file versions.
• Download CAD files and drawings in read-only mode.
• Check out CAD files and drawings in write mode.
• Check in CAD files and drawings to saves your changes to Upchain.
• Distinguish between item and eBOM attributes and modify them.

• Mechanical CAD core concepts
• Downloading and working with CAD files
• Working with items and CAD files in Upchain - Quiz
• Conclusion and next steps

Learn how to register new CAD files and drawings to Upchain. We’ll look at how to create new items from CAD, how drawings can be registered, and how you can associate a CAD file to an existing item in Upchain.

This content takes approximately 40 minutes to complete. By the end, you should be able to:

• Register an assembly into Upchain.
• Associate a CAD file to an existing item in Upchain.
• Register a drawing to an item that contains its associated model.
• Map attributes to a drawing title block using Upchain codes.

• Registering CAD to Upchain
• Associating CAD to an existing item
• Registering drawings and mapping attributes to a drawing title block
• Registering CAD and drawings to Upchain - Quiz
• Conclusion and next steps

Here, we take everything we’ve learned from the previous three modules and apply them to some common use cases, including finding and addressing your assignments, copying a design for reuse in another project, and searching for items to insert into your design.

This content takes approximately 40 minutes to complete. By the end, you should be able to:

• Access CAD files from assignments.
• Copy CAD data and item attributes from one item to another for design reuse.
• Search for an item using a Quick search and Advanced Search.
• Insert an item from the search results into your assembly and resolve cBOM/eBOM anomalies.

• Viewing and managing your assignments in Upchain
• Copying items in Upchain
• Searching for items in Upchain
• Searching for and reusing CAD and items in Upchain - Quiz
• Conclusion and next steps