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Check in a configuration item

When you use the Check out function to edit a configuration item, any changes you make to its CAD file are not available to your team members until you commit your changes back into Upchain.

The Check in function saves the checked out CAD file (and any checked out children) to Upchain, creates a new file version for the checked out CAD files, and removes the check out lock on all linked configuration items and checked out children. This means others may work on the items. All linked configuration items are checked in at the same time. This is because, ultimately, you are committing one CAD file that is linked to multiple items.

Use this feature to commit the changes you have made to an item into Upchain when you are finished working on the item for now. If you want to save your changes to Upchain but continue to work on the item(s), you should use the Save function instead. If you have no further changes to save, you may cancel the check out.

Requirements

To use the Check in function:

Check in an item

Note: You may check in the CAD file in from any active configuration regardless of which configuration you initially checked out.

  1. With the cBOM view open, click Refresh.

  2. Right-click the item and select Check in from the drop-down menu.

    The CAD Check in window opens.

  3. Review each configuration cBOM and eBOM tree to confirm each structure is correct.

  4. Click OK to proceed.

The CAD plugin now begins to check in the CAD files (and any associated drawings that were also checked out) into Upchain. Monitor the Status bar to observe its progress. Do not close or switch the active CAD file in SOLIDWORKS until the Check in process has finished.

Note: If Upchain detects that no model changes have occurred, it displays a confirmation window asking if you want to proceed. This is just to warn you that you may be making a new file version unnecessarily. Click Yes to proceed.

Once the Check in process has finished:

  • The CAD files remain in your home folder and are set to read-only.
  • The CAD file version is increased by one for all edited CAD files that were checked in.
  • The check out lock is removed from all checked out items, including all linked configuration items.
  • If you checked in an assembly, all checked out children are also checked into Upchain. Any additional items added to the cBOM are displayed in the CAD Check in window for you to decide what is added to the eBOM.

Drawings during check in

Any associated drawings that are also checked out are checked in during the Check in process of the configuration items regardless of which item you check in from. In other words, you do not have to switch to a specific configuration to check in an associated drawing.

Note: If a checked out child component has a configuration that is not used in the parent assembly being checked in, then any drawings associated with the unused configuration are not checked in, even though the child component is checked in. You must ensure any drawings like this are checked in separately.

Translations during check in

During a check in, you can have Upchain create PDF and DWG translations of the drawings. To do this, your Tenant Administrator must enable the tenant properties: drawing.create.dwg and drawing.create.pdf.

Each configuration receives its own set of translations and visualization so that each one can be analyzed individually within the PDF Viewer and 3D Viewer.

Parent page: SOLIDWORKS configurations in Upchain

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