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Engineering Data Management for Autodesk Inventor. Synergis Software.

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Engineering Data Management for Autodesk Inventor

Engineering Data Management for Autodesk Inventor


Adept provides engineering data management for Autodesk Inventor parts, assemblies and drawings in a collaborative environment. Adept’s Inventor integration is designed for manufacturers of all sizes that want an affordable system to streamline their engineering design and change processes, increase productivity, and reduce time-to-market.

Adept is designed to easily and effectively address the unique requirements of Inventor users in the following ways:

Find and Re-Use Existing Design Data – Adept’s full text and structured searching methods allow CAD users to quickly find and re-use existing design data. Adept also provides the ability to quickly and easily copy and rename complete designs including all related files. Learn more

Property Linking – Inventor properties are automatically extracted into Adept, eliminating manual data entry and ensuring this information can be leveraged when searching for files or generating reports. Because this link is bi-directional, authorized users can update one or many Inventor properties from within Adept in single document or batch document mode, without opening the files or having Inventor installed on their workstations. Learn more

File Relationship Management – Adept manages and tracks complex relationships between Inventor assemblies, parts, and drawings. As Inventor files are checked out, revised, routed, copied, moved, or renamed, Adept ensures all relationships remain intact. Adept displays these file relationships in an easy to understand tree structure so users can see “where-used” and “composed of” information and understand the impact of a change. Learn more

Application Integration – Many of Adept’s features are now accessible from within Inventor, helping Inventor users be more efficient while ensuring effective document management.

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The Adept Task Pane in Inventor
An Adept Task Pane within Inventor gives users the ability to Search, Check In/Check Out, Open, Insert and Replace Components, and see status information about parts, assemblies, drawings – without leaving the Inventor application.

Adept allows users to perform these tasks within the Inventor Task Pane:

  • Search by metadata or browse through an Explorer-like tree structure to find files using any combination of metadata fields tracked in Adept
  • Access files in any folder, including Adept work areas
  • Check the status of files (In/Out/Hold/etc.)
  • Drag and drop files from any Search Results listing into Inventor’s graphics window
  • Open or insert a file with options for copy out, sign out, or read-only access
  • Specify opening options for representation selection (View, Positional, Level of Detail)
  • View and edit the selected file’s associated Adept data fields via the Adept Data Card
  • View thumbnail and parent-child relationships (references) for the selected file

The Adept Relationship Tree
The Adept relationship tree inside of Inventor has different icons that are displayed next to the file name to show the current status of that file in Adept. When you hover over a file name, a tooltip displays information about that file, for example, file name, status, Library or owner. Users can also sign out a file by checking the box next to the file name and selecting the Sign Out, Edit, or Open button. This feature improves the ability to know status of files being worked on and increases the speed for accessing referenced files.

Notification of Referenced File Status Change
The new Adept integration for Inventor has an optional notification feature that, when set, notifies users when a file they are currently referencing is signed out or signed in by another user. This feature improves collaboration among multiple users as they work on shared files and designs.

Additional Access to Adept Commands
Users are able to right click on a file in the browser and access Adept specific commands. This same functionality is available when a user right clicks on a part or assembly in the graphics area.

The following Adept commands are available in the right-click popup menu:

  • File Status
  • Sign Out
  • Edit Part/Assembly with Sign Out
  • Open Part/Assembly with Sign Out

Visualization – Each license of Adept includes a tightly integrated seat of Oracle’s AutoVue enterprise visualization software, the premier solution for viewing, markup, compare and collaboration. Adept provides native support for viewing of Inventor 2D and 3D files, and also provides support for viewing other 3D CAD parts and assemblies, 2D CAD drawings, scanned and raster documents, office documents, and EDA PCB/IC layouts and schematics. Learn more

Advanced Version Control – Version control is of critical importance, preventing CAD users from working on an incorrect version, and preventing the wrong version from making it to the shop floor, purchasing, or a building contractor. Adept’s version control capabilities go deeper for CAD users when file relationships are used. When files with “parent/ child” relationships are revised, Adept ensures related files are linked to the correct version of the revised file. You can configure Adept so that a parent file will always reference the latest version of a child, or so that it will remain fixed on the original version when appropriate. Learn more

In some CAD environments, it is important to track not only “major” versions, but also “minor” versions. Minor versions are a series of edits that may occur by multiple users prior to the file’s final approval. By tracking minor versions, you have the flexibility of prototyping multiple versions of a design prior to checking one in to replace the original file.

Bill of Material Automation – Adept allows users to automate the creation of an Excel-based Bill of Material from within Adept. Users have several configuration options, can output in either indented or flat formats, and can save settings for future use. Inventor users benefit from Adept’s ability to track quantities of parts and assemblies. In calculating quantities, Adept considers the Bill of Material status assigned within the CAD application (e.g.: suppressed, excluded from BOM, BOM structure of Reference, etc.). Learn more

A summary of Adept’s Integration with Autodesk Inventor:

  • Easy, automated part, assembly, drawing version control
  • Built-in relationship management for parts, assemblies, and drawings as they are revised, copied, moved or renamed
  • Bi-directional property linking of Inventor properties with Adept to ensure accurate information and eliminate manual data entry
  • Seamless integration inside Inventor helps designers be more efficient while ensuring proper version control and enabling secure, collaborative design
  • Ability to automate the creation of bills of material
  • Built-in enterprise visualization software enables view, print and markup of native Inventor 2D and 3D files along with up to 450 additional formats
    • Advanced, multi-user markup capabilities
    • 3D Compare feature allows you to visually compare design iterations or verify the integrity of a converted design
    • 3D Explode – Drag a slide-bar to explode/implode an entire assembly or selected parts/subassemblies
    • Section models with user defined section planes, and export the section edges as a separate file
    • Interference Checking: Users can verify spatial interference between any two or more parts
    • Precise measurements on all dimensions, including angles, arcs, circles, surface area, distance, using the snapping function
    • Measure the minimum distance between any two points on a model or part
    • Calculate mass properties for the whole or part of the model, including center of gravity, moments of inertia, inertia tensor and many more