Bring Product Lifecycle Management Directly into Solid Edge

How to Use the Nora IPLM Solid Edge Add-In

Use the Nora IPLM Solid Edge Add-In to manage CAD data, BOMs, revisions, and product information directly inside Solid Edge.

Nora IPLM Solid Edge Add-In showing product data inside the Solid Edge CAD workspace

Key Capabilities of the Nora IPLM Solid Edge Add-In -

With the Nora IPLM Add-In, users can:

By combining CAD and PLM capabilities in a single workspace, the Nora IPLM Solid Edge Add-In helps engineering teams reduce manual effort, improve data consistency, accelerate design processes, and maintain complete visibility of product information throughout the product lifecycle.

Benefits

By combining CAD and PLM capabilities in a single workspace, the Nora IPLM Solid Edge Add-In helps engineering teams reduce manual effort, improve data consistency, accelerate design processes, and maintain complete visibility of product information throughout the product lifecycle.

1Establish a direct connection between Solid Edge and Nora IPLM.
2Upload parts, assemblies, and drawings directly from Solid Edge.
3Automatically create and synchronize BOM structures.
4Generate and manage additional file formats during the upload process.
5Search, access, and open managed CAD data without switching applications.
6Preview CAD models and related product information directly within the CAD workspace.
7View and update object attributes and BOM information.
8Reserve and unreserve objects to support controlled multi-user collaboration.
9Promote or update lifecycle states as part of product release processes.
10Create and manage design iterations and revisions.
11Compare revisions to identify and review design changes.
12Access relationships, references, and traceability information associated with product data.

How to Use the Nora IPLM Solid Edge Add-In

Bring Product Lifecycle Management Directly into Solid Edge

The Nora IPLM Solid Edge Add-In enables engineers to access and manage product data without leaving their CAD environment. By integrating Nora IPLM directly within Solid Edge, users can streamline design activities, improve collaboration, and maintain accurate product information throughout the development lifecycle.

1

Launch Solid Edge from Desktop and navigate to Settings -> Add-Ins and Enable the Nora IPLM Add-In.

Solid Edge Settings screen with Add-Ins option for enabling Nora IPLM
Open Settings and choose Add-Ins.
Solid Edge Add-In Manager with Nora IPLM available for selection
Enable the Nora IPLM Add-In.
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2

Log in to the Nora IPLM Add-In.

Nora IPLM login screen inside Solid Edge
Log in to Nora IPLM from Solid Edge.
3

Open the Solid Edge models and drawings that need to be uploaded.

Solid Edge drawing opened before upload to Nora IPLM
Open the Solid Edge model or drawing.
4

Navigate to the View tab, enable the Nora IPLM pane.

Solid Edge View tab menu showing the Nora IPLM pane option
Enable the Nora IPLM pane from the View tab.
5

Click Get Data to retrieve the model information.

Nora IPLM pane showing retrieved model information in Solid Edge
Retrieve model information with Get Data.
6

Configure additional formats for each file to generate derivative files during upload.

Nora IPLM additional formats dropdown for derivative file generation
Select additional formats for upload.
7

Click Sync Data to upload the files, metadata, and structure information to Nora IPLM.

Nora IPLM Sync Data view with selected additional formats
Sync files, metadata, and structure information.
8

Nora IPLM processes the uploaded files and creates the product structure. A success message confirms successful structure creation.

Nora IPLM structure sync successful message in Solid Edge
Confirm successful structure creation.
9

Search for and open the uploaded drawings and assemblies. Preview the models directly within Nora IPLM.

Nora IPLM search panel showing uploaded drawings and assemblies
Search for uploaded drawings and assemblies.
10

open the assembly directly in Solid Edge from Nora IPLM.

Nora IPLM document list with uploaded assembly selected in Solid Edge
Select the uploaded assembly.
Nora IPLM opening data dialog while loading a managed assembly in Solid Edge
Open the assembly directly in Solid Edge.
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11

Select assemblies or parts, promote them to the desired lifecycle state, and perform reserve/unreserve operations directly from the Add-In.

Nora IPLM promote and demote lifecycle menu for selected Solid Edge data
Promote selected assemblies or parts.
Nora IPLM reserve and unreserve menu for selected Solid Edge data
Reserve or unreserve selected objects.
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12

Make changes to the models and select "Iterate" and then synchronize the updated files to create new iterations in Nora IPLM.

Nora IPLM action menu with Iterate selected for changed Solid Edge data
Select Iterate before syncing updated files.
Nora IPLM updated model ready to synchronize as a new iteration
Sync the updated model as a new iteration.
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13

Open the Relations pane to access and review the newly created iterations.

Nora IPLM Relations pane showing newly created iterations
Review newly created iterations in Relations.
14

Select the required parts and assemblies and click on Finalize to release them to the Released lifecycle state.

Nora IPLM lifecycle menu with Finalize option for selected objects
Choose Finalize for selected parts and assemblies.
Nora IPLM Finalize Object dialog showing selected objects and transition overview
Review the finalize confirmation.
Nora IPLM finalized successfully message for selected objects
Confirm objects finalized successfully.
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15

Open the released assembly in Solid Edge, make some changes to the assembly, and synchronize the updated design as a new revision.

Nora IPLM Add-In showing Revise selected for a released Solid Edge assembly
Select Revise before syncing the released assembly changes.
Nora IPLM Add-In synchronizing updated Solid Edge assembly as a new revision
Synchronize the updated design as a new revision.
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16

Open the Relations pane, access the new revision, and click the Thumbnail/Preview area to visualize the models and analyse design differences.

Nora IPLM revision preview thumbnail for analyzing design differences
Preview the new revision and review design differences.
17

Select any object within the BOM and use the Information Pane to view, edit, and update part and assembly attributes.

Nora IPLM Information Pane showing editable part and assembly attributes
View and update object attributes in the Information Pane.

FAQ

Frequently asked questions

Quick answers for teams setting up Nora IPLM documentation workflows.

What can I manage with the Nora IPLM Solid Edge Add-In?

You can manage CAD data, product structures, lifecycle actions, revisions, attributes, BOMs, drawings, and related product information from Solid Edge.

Can I upload Solid Edge data to Nora IPLM?

Yes. The add-in supports uploading and synchronizing Solid Edge design data and related product information with Nora IPLM.

Does the add-in support lifecycle and revision actions?

Yes. Users can work with lifecycle states, iterations, revisions, and release-related actions depending on the configured Nora IPLM workflow.

Can I preview and review product information inside Solid Edge?

Yes. The add-in provides access to managed product information, previews, relationships, and related object data from the CAD workspace.

Why use the Solid Edge Add-In instead of switching to a browser?

The add-in keeps PLM actions close to the design context, helping teams reduce manual effort and keep CAD and product information connected.

This is a staging environment