CAD and PLM context
TriStar’s migration work addresses engineering changes, product-instance data, and CAD/PLM relationships.
Data MigrationMove the data.
Move the data.
Keep its meaning.
Parts, files, revisions, and changes belong together. Plan your next PLM environment around the relationships your team relies on.
- Source inventory
- Migration rehearsal
- Target review
Why choose TriStarA migration partner.
A migration partner.
An engineering perspective.
Bring the technical move and the way your team works into the same conversation.
Audit before execution
System, environment, and configuration audits inform migration strategy, cost planning, and infrastructure requirements.
Rehearsal before rollout
A legacy-data proof of concept lets your team evaluate the approach before a full migration.
A considered transition
Offsite and outside-business-hours activities can be considered alongside incremental or broader migration scope.
What needs to carry forwardFiles are one part.
Files are one part.
Relationships matter.
Use a representative product to review what gives the information its meaning. Open a relationship to see the source questions, mapping decisions, and target checks. Agree data coverage, transformations, history and acceptance criteria around that workflow.
Identity & revisionsKnow which record and version people need.
In the source
Which identifiers, revision rules, and lifecycle states distinguish the records people use?
Decision to agree
Agree identifier mapping, revision treatment, duplicate handling, and the historical information in scope.
Check in the target
Find the intended record and version. Review a sample against its source context with the data owner.
Part recordRevision B
Identifier and version
Review the record, its version and these relationships in the source and target.
CAD referencesFollow the links behind an assembly or drawing.
In the source
Which models, drawings, and dependent files need to remain associated for the chosen workflow?
Decision to agree
Agree file types, reference rules, naming exceptions, and how unresolved dependencies will be handled.
Check in the target
Open a representative assembly or drawing in the agreed environment. Check its expected references and record exceptions.
Product structuresKeep the product definition understandable.
In the source
How do parts, assemblies, and their versions relate in the source product structure?
Decision to agree
Agree the structures in scope, parent/child mapping, version selection, and responsibilities for discrepancies.
Check in the target
Compare a representative structure with the source. Review the intended relationships and how the team will use them.
Change contextMake the reason for a revision visible.
In the source
Which change records, affected items, and supporting documents are needed for the scoped workflow?
Decision to agree
Agree the change information and associations to move, together with any archive or reference arrangements.
Check in the target
Follow a sample change to the intended items and documents. Ask the process owner to review the usable context.
Plan the move before the switchUnderstand. Rehearse.
Understand. Rehearse.
Then transition.
Use review points to turn assumptions into an agreed plan. Keep the people who own the information involved throughout.
Understand the source
Inventory the systems and data in scope. Review environment requirements, quality questions, and ownership.
Decision to discussWhat will move, and who can resolve the exceptions?Rehearse a representative move
Use sample information in a test environment. Review mappings, relationships, and the tasks users need to perform.
Decision to discussWhat did the rehearsal reveal, and what needs to change?Agree the transition
Define the sequence, decision owners, working window, and operational handover. Review remaining findings before the final transfer.
Decision to discussWho authorizes the move and owns the next step?
Give the first conversation contextStart with a sample.
Start with a sample.
Make the scope clearer.
One representative product can reveal more useful questions than a record count alone.
Connect the move to your PLM ImplementationThe systems involved
The source environment, intended target, connected tools, and known version or infrastructure constraints.
A representative product
A small assembly, drawing, structure, or change example that shows the relationships your team relies on.
The people who know it
Data and process owners who can explain exceptions and review how the information should work.
The operational constraints
The work that must continue, possible transition windows, and arrangements to discuss if findings delay the move.
Before the migrationUseful questions.
Useful questions.
A clearer plan.
What information should be included?
Agree the data sets, relationships, versions, and historical context that the target workflow needs. Decide how out-of-scope information will be retained or accessed, and make exclusions explicit before the transfer.
Can work continue during the migration?
Discuss ongoing work, source changes, connected systems, and available transition windows when scoping the plan. The approach and operational arrangements depend on your environment; confirm them together rather than assuming an uninterrupted switch.
What should a rehearsal help us learn?
Use representative information to evaluate the mapping approach and the relationships and tasks in scope. Record findings and assign owners. The sample, checks, and acceptance criteria need to reflect the actual migration.
How does migration fit the wider PLM rollout?
Coordinate the data move with target configuration, interface requirements, user preparation, and support ownership. Make the dependencies and handover responsibilities part of the wider implementation plan.
Start with a representative sampleYour product history.
Your product history.
A considered next move.
Bring the systems involved, a sample product, and the relationships your team needs to keep.
Let’s shape the migration conversation around the work ahead.