Cloud PDM can make file check-in and check-out obsolete

by Oleg on July 21, 2014 · 2 comments

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Management of CAD files (PDM) is heavily associated with desktop workflows. Lots of CAD files live on engineering desktops and shared company network drives. Originally, one of the main PDM functionality was to vault CAD data and manage CAD files revisions. One of the most widely used scenario to support this functionality is so-called Check-in / Check-out process. CAD files are checked-in from working folders (working space) into secured File vaults located on PDM servers. In case engineers want to make a change, you need to check-out file. The same mechanism can insure released CAD files won’t be changed without approval and prior check-out.  The implementation of PDM check-in/check-out process is not simple because of CAD data complexity. File relationships and dependencies need to be taken into account if you want to make an update CAD 3D design and drawings.

Cloud is changing existing working habits. For long time, engineers were tightly connected to their desks. CAD, engineering analysis, Excel spreadsheets… this is only a short list of tools that live on engineering desks.  Not anymore. These days our workflows are heavily impacted by cloud software. Web email, cloud file sharing, cloud and mobile applications. We don’t need to be at our desk to do a job in many situations. Cloud is providing new complementary workflows. However, in some cases, we can see a total replacement of existing workflows.

I’ve been discussing how cloud technologies are changing CAD file sharing, CAD data management and PDM. Navigate to my previous post – What makes cloud a good alternative for PDM system?. One of the most widely debated questions is related to the ability of cloud system to handle large size of CAD files. The capacity of public cloud systems to handle large data scale is well known. Cloud storage cost is getting down. The speed of changes is significant and the numbers from my 2 years old post – Cloud PDM and 10GB emails can make me smile today.

At the same time, a very important and critical aspect of cloud technologies is synchronization of data between cloud and desktop / local networks. Web giants like Google, Amazon, Microsoft and others are working to improve sync technologies. In few of my posts, I covered some specific examples about how companies like Box, Dropbox are providing specific techniques to improve data and file sync. But CAD data is different. Not like photos, office files and even videos. To solve the same problem for highly dependent and intertwined CAD data can be a big deal. When it done, it can be a significant leapfrog for any company in the market of cloud PDM solution.

Future CAD file management trajectories can take us from the original idea to check-in/check-out files between secured PDM vault and local working folders towards different workflows. Cloud file systems can support a new way to manage CAD files and provide access to them for design tools and other services. Long term goal can be a future without CAD files. The potential file storage transformation can raise lots of question about how CAD systems will operate without local storage? All these questions are relevant for both private and public cloud solutions.

What is my conclusion? Cloud will change PDM. I can see a potential transformation in fundamental CAD/PDM scenarios – check-in/check-out. Modern cloud PDM can take an approach of seamless and transparent data synchronization and simplify PDM. New workflows can potentially exclude engineers from time consuming and complicated file retrieval between desktops and servers. New way of work will be more simple and focus on design release and approval only. I can see this approach well aligned with future cloud design systems eliminating local file storage completely. So, future cloud PDM without check-in/check-out? What do you think? These are just my thoughts…

Best, Oleg

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  • Ilan Madjar

    Hi Oleg,

    Good points as always. I would look at it a little out of
    the box. I attended DS Enovia Conference and listened to a fascinating debate about
    their Zero files base approach. Currently they only support it for CATIA V6 (SW
    will be supported as well in the future I think), but both customers and system
    integrators like me were impressed by this idea, judging by the audience feedback.
    Imagine CAD loaded from database. Thin Client app and later possibly web based
    CAD. Much better fit for cloud and performance in my opinion. Eliminate CAD
    files completely.

    Of course there are hurdle to pass such as integrating with
    partners, supply chain, send/package data, etc. However it is an interesting idea (not new
    BTW) which could not only be a great cloud fit for CAD, but an actual solution
    for CAD data sharing.

  • beyondplm

    Ilan, thanks for your comment! I’ve been following ENOVIA event online. I think, there is a huge potential for the future “without files”. It will take time… Maybe your remember my post from 2011- Future of CAD without files http://beyondplm.com/2011/07/27/the-future-of-cad-without-files/. It is slowly coming in the right direction. The way DS is coming is clearly top down. Another way is just to make files system “transparent” into cloud – Future CAD File management trajectories — http://beyondplm.com/2014/06/30/future-cad-file-management-trajectories/

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