CAD check-in and check-out guide
How to Check In and Check Out CAD Files in Nora IPLM
Reserve and unreserve CAD files in Nora IPLM to control edits, prevent conflicts, and keep engineering data synchronized.
01Launch services+
Start Nora IPLM Desktop Services and confirm the system tray icon is running.
02Connect CAD+
Select the CAD application from the Desktop Widget or access Nora IPLM inside the CAD environment.
03Sync data+
Use Get Data and Sync Data to retrieve and synchronize the CAD structure with Nora IPLM.
04Check out+
Reserve selected objects or reserve the full structure before editing CAD data.
05Check in+
Unreserve the parent or root item and its children after completing the required changes.
Controlled CAD collaboration
Reserve and unreserve CAD files in Nora IPLM
The Nora IPLM Desktop Services application allows engineers to securely manage CAD files by reserving (checking out) and unreserve (checking in) objects directly from the Desktop Widget or supported CAD applications. Reserving an object prevents other users from modifying it, ensuring controlled collaboration and maintaining data integrity throughout the design process.
By using the Reserve and Unreserve commands, engineering teams can avoid conflicting changes, maintain a single source of truth, and ensure that the latest version of each CAD file is always available within Nora IPLM. This workflow supports efficient collaboration while providing complete control over engineering data and product structures.
Follow the source guide
How to Check In and Check Out CAD Files in Nora IPLM
Follow these steps in the same order as the Word document.
Double-click on the “Nora IPLM Desktop Services” icon on your desktop to launch the application.
Confirm the application is running by checking for its icon in the system tray.
Open the settings and make sure to replace the default URL with your tenant URL.
Open the Desktop Widget and select the required application from the "Select App" dropdown to start the integration from the Nora IPLM platform. Alternatively, launch your supported CAD application (such as SolidWorks, Solid Edge, CATIA, or Creo) and access the Nora IPLM Add-In directly from within the CAD environment.
Open the required CAD model or assembly.
Click Get Data to retrieve the latest product information, then select Sync Data to synchronize the CAD structure with Nora IPLM.
Use the “Reserve” (Check-Out) command to reserve all the selected objects.
After making the required changes to the reserved items, Select the parent or root item and click on “Unreserve Structure” (Check-In) command to unreserve the Selected Object along with its children.
FAQ
Frequently asked questions
Quick answers for CAD check-in and check-out workflows in Nora IPLM.
What does check-out mean in Nora IPLM?
Checking out is performed with the Reserve command. It locks the selected CAD object for editing and prevents other users from changing it until it is unreserved.
What does check-in mean in Nora IPLM?
Checking in is performed with the Unreserve command. After the required changes are complete, the object is unreserved so the latest version can be available in Nora IPLM.
When should I use Reserve Structure?
Use Reserve Structure when the selected parent object and its children in the structure or BOM need to be reserved together before editing.
Can this workflow be started from supported CAD applications?
Yes. The workflow can start from the Desktop Widget or directly from supported CAD applications such as SolidWorks, Solid Edge, CATIA, or Creo.
Why should teams reserve CAD files before editing?
Reserving CAD files helps avoid conflicting changes, supports controlled collaboration, and keeps CAD data integrity intact during engineering work.
Control CAD edits with Nora IPLM.
Use Reserve and Unreserve workflows to check out and check in CAD files while keeping product data synchronized and protected.