SolidWorks Add-In workflow guide

How to Use the Nora IPLM SolidWorks Add-In

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

Nora IPLM pane open inside SolidWorks for CAD and PLM workflow management
01Enable the Add-In+

Enable Nora IPLM from SolidWorks Settings and Add-Ins.

02Publish CAD data+

Upload files, metadata, drawings, and product structures to Nora IPLM.

03Create iterations+

Synchronize updated designs as new iterations while maintaining design history.

04Release revisions+

Finalize released lifecycle data and synchronize changed designs as new revisions.

05Review information+

Use Relations, Preview, and Information Pane views inside the Add-In.

What You Can Do with the Nora IPLM SolidWorks Add-In

Access Product Data Management Directly Within SolidWorks

The Nora IPLM SolidWorks Add-In connects SolidWorks with Nora IPLM so engineers can manage product information, design data, and lifecycle processes without leaving the CAD workspace.

Users can publish parts, assemblies, drawings, metadata, and product structures directly from SolidWorks while keeping Engineering BOMs and related product information synchronized with Nora IPLM.

The integrated workflow also supports managed file access, additional deliverable formats, object attributes, lifecycle actions, iterations, revisions, comparisons, relationships, references, and traceability across the product structure.

1Connect SolidWorks models and assemblies to Nora IPLM.
2Publish parts, assemblies, and drawings without leaving the CAD environment.
3Capture and synchronize product structures and Engineering BOMs automatically.
4Create additional deliverable formats during data publishing.
5Locate and access managed CAD files directly from SolidWorks.
6Review 3D models, documents, and related product information within the integrated interface.
7Update metadata, attributes, and BOM information associated with CAD objects.
8Check out and check in objects to support secure collaboration across teams.
9Advance objects through lifecycle stages as part of controlled release processes.
10Generate new iterations and revisions while maintaining complete design history.
11Compare versions and revisions to evaluate engineering changes.
12Explore object relationships, references, and traceability links across the product structure.

Business Benefits

Work faster while keeping CAD and PLM data connected

The Nora IPLM SolidWorks Add-In eliminates the need to switch between CAD and PLM systems, helping engineering teams work faster and more accurately. By centralizing design and product data management within SolidWorks, organizations can improve collaboration, maintain data integrity, reduce administrative effort, and accelerate product development cycles.

Follow the source guide

How to Use the Nora IPLM SolidWorks Add-In

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

1

Launch Solidworks from Desktop and navigate to Settings → Add-Ins and Enable the Nora IPLM Add-In.

SolidWorks settings menu with Add-Ins option for enabling the Nora IPLM Add-In
SolidWorks Add-Ins dialog showing the Nora IPLM Add-In enabled
1 / 2
2

Log in to the Nora IPLM Add-In.

Nora IPLM SolidWorks Add-In login panel inside SolidWorks
3

Open the Solidworks models and drawings that need to be uploaded.

SolidWorks model and drawing open for upload to Nora IPLM
4

Navigate to the Nora IPLM pane.

Nora IPLM side pane open inside SolidWorks
5

Click Get Data to retrieve the model information.

Nora IPLM Add-In showing model information retrieved with Get Data
6

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

Additional derivative file formats configured in the Nora IPLM SolidWorks Add-In
7

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

Sync Data uploading files metadata and structure information to Nora IPLM
8

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

Nora IPLM processing uploaded files and confirming successful structure creation
9

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

Nora IPLM search results for uploaded SolidWorks models and drawings
10

open the assembly directly in Solidworks from Nora IPLM.

Nora IPLM Add-In with uploaded assembly selected for opening in SolidWorks
Opening an assembly directly in SolidWorks from Nora IPLM
1 / 2
11

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

Promote lifecycle state menu in the Nora IPLM SolidWorks Add-In
Reserve and unreserve operations in the Nora IPLM SolidWorks Add-In
1 / 2
12

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

Iterate selected for an updated SolidWorks model before synchronization
Synchronizing updated iteration files to Nora IPLM
1 / 2
13

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

Relations pane showing the newly created iteration in Nora IPLM
14

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

Finalize action selected for parts and assemblies in Nora IPLM
Finalize release confirmation dialog in Nora IPLM
1 / 2
15

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

Released SolidWorks assembly modified for a new revision
Synchronizing the updated SolidWorks design as a new revision
1 / 2
16

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

Relations pane with new revision preview for comparing SolidWorks design differences
17

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

Information Pane for editing part and assembly attributes in Nora IPLM

FAQ

Frequently asked questions

Quick answers for teams setting up Nora IPLM documentation workflows.

How does the Nora IPLM SolidWorks Add-In improve daily CAD work?

It reduces switching between SolidWorks and separate PLM screens by making common product data actions available inside the CAD environment.

Can I publish SolidWorks assemblies and drawings to Nora IPLM?

Yes. The add-in supports publishing parts, assemblies, drawings, metadata, and product structures from SolidWorks.

Does the add-in support iterations and revisions?

Yes. Users can create iterations and revisions while maintaining design history and lifecycle context in Nora IPLM.

Can I review related product information in SolidWorks?

Yes. The add-in provides access to previews, relationships, object information, and traceability without leaving SolidWorks.

Can the add-in help manage Engineering BOM data?

Yes. It can capture and synchronize product structures and Engineering BOM information associated with CAD objects.

Use Nora IPLM directly inside SolidWorks.

Manage product information, design data, lifecycle states, iterations, revisions, relationships, previews, and attributes without leaving SolidWorks.

This is a staging environment