CAD Connector configuration guide

How to Configure the Nora IPLM CAD Connector

Configure the Nora IPLM CAD Connector to connect CAD tools with Nora IPLM and synchronize files, metadata, and BOM structures.

Established Nora IPLM CAD Connector connection within SolidWorks
01Launch Desktop Services+

Open Nora IPLM Desktop Services from your desktop.

02Configure Tenant URL+

Replace the default URL with your organization's Nora IPLM tenant URL.

03Authenticate+

Log in using valid Nora IPLM credentials.

04Select CAD Apps+

Select active CAD or Microsoft Office applications from the Desktop Widget.

05Verify Connection+

Open a CAD file and confirm the connector is ready inside the CAD application.

Prerequisites

Before configuring the CAD Connector, ensure the following requirements are met:

The Nora IPLM CAD Connector enables seamless integration between your CAD application and the Nora IPLM platform, allowing engineers to synchronize CAD files, assemblies, drawings, metadata, and BOM structures directly from their desktop environment. Once configured, users can upload, revise, iterate, and manage CAD data without manually exporting files.

1Nora IPLM Desktop Services is installed on your computer.
2Identify a suitable Nora IPLM tenant & URL.
3The required CAD applications (SolidWorks, Solid Edge, CATIA, or Creo) are installed.
4The Nora IPLM CAD Add-In is installed and enabled within the CAD application.
5You have valid Nora IPLM login credentials.

Follow the source guide

How to Configure the Nora IPLM CAD Connector?

Follow these steps in the same order as the Word document.

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Step 01: Launch Nora IPLM Desktop Services:

Open the Nora IPLM Desktop Services application from your desktop.

The Desktop Services application acts as a communication bridge between your CAD software and the Nora IPLM platform, enabling secure synchronization of files, structures, and metadata.

Nora IPLM Desktop Services launched from the desktop
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Step 02: Configure the Tenant URL: In the Desktop Services application:

Navigate to the Settings section.

Locate the Tenant URL field.

Replace the default URL with your organization's Nora IPLM tenant URL.

Click ok.

Nora IPLM Desktop Services settings showing tenant URL configuration
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Step 03: Authenticate Your Account:

Enter your Nora IPLM username and password & complete the authentication process by clicking Login.

After successful login, the Desktop Services application will establish a secure connection with your Nora IPLM environment.

Nora IPLM account authentication and login screen
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Step 04: Start Your CAD Application

Launch your CAD software on your desktop as required.

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Step 05: Select CAD Applications & Microsoft Office applications from Drop Down:

Our desktop services app can recognize your active CAD apps & Microsoft Office apps and allows you to directly select and work with them. Navigate to the Desktop widget and select the CAD applications or MS office applications you wish to integrate instantly.

Desktop widget dropdown for selecting CAD and Microsoft Office applications
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Step 06: Verify the Connection & access CAD files from Desktop Widget:

Open a CAD model, assembly, or drawing.

Nora IPLM Desktop Widget connection verification
Accessing CAD files from the Nora IPLM Desktop Widget
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Step 07:

We can connect the Nora IPLM connector from inside the CAD applications. (Shown below is an established Nora IPLM connection within the Solidworks)

Nora IPLM connector login from inside SolidWorks CAD application
Established Nora IPLM connection within SolidWorks
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Ready Operations

The Nora IPLM Add-In should now be connected to your tenant and ready to perform operations such as:

1Upload CAD files and assemblies
2Synchronize BOM structures
3Create revisions and iterations
4Update existing objects
5Open managed CAD files directly from Nora IPLM
6Manage documents and related data from within the CAD environment

FAQ

Frequently asked questions

Quick answers for teams setting up Nora IPLM documentation workflows.

What settings are required to configure the Nora IPLM CAD Connector?

The connector must be pointed to the correct Nora IPLM tenant URL and configured with the Desktop Services folders and CAD Add-In options required for your environment.

Why is the tenant URL important?

The tenant URL connects the local Desktop Services application to the correct Nora IPLM workspace for your organization.

Can the CAD Connector configuration be changed later?

Yes. You can reopen the Desktop Services settings and update folders, URLs, and CAD Add-In configuration when your environment changes.

What should I check if the CAD Connector does not connect?

Confirm that Desktop Services is running, the tenant URL is correct, and the configured port and folders match your installation.

Does configuration affect existing CAD files?

Configuration connects your CAD tools to Nora IPLM; it does not change existing files until you choose to sync, upload, or manage them through the connector.

Conclusion

Once configured, the Nora IPLM CAD Connector provides a direct connection between your CAD environment and Nora IPLM, enabling engineers to manage files, structures, revisions, and BOMs without leaving their CAD application. This integration helps maintain data consistency, improves collaboration, and streamlines product lifecycle management workflows.

This is a staging environment