Data migration to Cloud PLM systems

Challenges and best practices for successful data migration 

More and more companies are adopting cloud-based PLM systems to streamline their product development processes. Whether they are already using an on-premises PLM system and want to switch to a cloud solution or implementing a Cloud PLM system for the first time, one of the biggest challenges is the smooth and secure data migration.
How can this data be reliably transferred to the new system? In this blog post, we examine the challenges and best practices for successful data migration to Cloud PLM systems and offer tips on ensuring a smooth transition without data loss.

What challenges arise during data migration to Cloud PLM systems?

Migrating data to Cloud PLM systems, obstacles can present hurdles that complicate and delay the entire process:

  1. Data quality and consistency
    Legacy data is often incomplete or inconsistent. Missing attributes, invalid values, or duplicate records can hinder the migration process. Particularly with CAD models, missing files or broken references may prevent models from being imported completely
  2. Data scope and complexity
    Depending on the scope and complexity of the data being transferred, the migration process can be very time-consuming. Large datasets, such as entire version histories of CAD data or multi-level BOMs, require significant computing resources and can slow down the migration.
  3. Structural differences between systems
    Data structures in the new Cloud PLM system may differ from those in your legacy system. Attributes, data fields, or relationships between records may be organized differently, requiring data transformation or restructuring before import.
  4. Technical challenges
    Migrating data to a Cloud system brings specific technical issues. For example, along with ensuring file format compatibility, sufficient network bandwidth and data transfer rates must be guaranteed.
  5. Security and compliance requirements
    Strict security and compliance regulations must be followed when transferring sensitive data to the Cloud. Data must be encrypted during transport and storage, and data protection laws such as GDPR must be adhered to.

What key questions should you address before data migration?

Data migration is often underestimated, although it is one of the most critical tasks before a new PLM system goes live. You should address several key questions early to import your legacy data successfully.

First, determine which data objects will be transferred to the new system: Are you migrating CAD assemblies, parts and BOMs, office documents, or projects? It’s also essential to define the scope of the data: Do you want to migrate data from a specific project, a product, a specific company location, or the entire data archive?

You should also decide how much historical data you want to migrate. Do you want to transfer only the latest version or all versions, including the complete audit trail and engineering changes? These aspects are crucial as they influence the scope and complexity of the migration.

You should also carefully examine the content of the data itself. Consider whether all attribute values and CAD parameters are needed or if it’s sufficient to import only some of them. This is important to define which data should be stored in which objects and attributes in the target PLM system.

What makes data transfer with CIM Database Cloud so simple?

  1. User-friendly import tools
    The cloud-based PLM system CIM Database Cloud offers powerful, easy-to-use import tools specifically designed to simplify the migration process. They allow you a quick and efficient import of configuration data such as field selection values (e.g., dropdown fields), as well as PLM data such as CAD documents, parts, BOMs, office documents, projects, and requirement specifications.
  2. Support for various file formats
    CIM Database Cloud supports a wide range of file formats and data sources, making it easy to  import different data objects. These include Excel files, CAD formats, and the ReqIF format for requirement specifications.
  3. Automated validation processes
    CIM Database Cloud includes built-in validation mechanisms that help identify and correct potential errors during the import process. These functions automatically check whether the data is complete and consistent during import, contributing to high data quality.
  4. Iterative Migration Approach
    The platform supports an iterative migration approach, allowing you to import and test data step by step. This helps identify and resolve potential issues early on, without affecting the migration process. This approach reduces the risk of errors and accelerates data migration.
  5. Comprehensive Documentation and Support
    Alongside the migration process, CIM Database Cloud offers extensive documentation and tutorials. These contain clear instructions and examples on how to import and configure different data types. Additionally, customer success managers are available to assist if needed.

Conclusion

Data migration to cloud-based PLM systems is often fraught with many challenges. Successful data migration, therefore, requires careful planning, considering aspects such as data quality, scope, structural differences, and security requirements.
CIM Database Cloud enables you to efficiently migrate your PLM data and make your product development processes future-proof . With user-friendly import tools, support for various data formats, automated validation processes, and comprehensive documentation, companies can ensure the seamless and secure integration of their existing data. An iterative migration approach, combined with extensive preparation, minimizes risks and guarantees a smooth transition to the new system.

Paving the way for sustainability: The Digital Product Passport

Have you ever wondered what information lies behind the products that shape our daily lives? From smartphones to food packaging, the Digital Product Passport (DPP) aims to show at first glance where a product comes from, how it was manufactured, whether and how it can be repaired. Therefore, the DPP has the potential to positively influence our consumption habits and will continue to be relevant for companies in the future.

Behind the scenes: The Digital Product Passport explained

The concept of the DPP was developed as part of the European Green Deal and the EU Circular Economy Action Plan. While it may sound abstract at first, it is already becoming a central element of sustainable consumption. Similar to a “passport”, it records all significant stages in a product’s lifecycle, offering detailed insights into production, repair, and disposal.

Why is this important?

Imagine being able to trace whether a product was produced sustainably and how environmentally friendly it is at the end of its life when making a purchase—the DPP provides these insights. It is no longer just a concept: the European Union has mandated its implementation, with all industries expected to comply by 2030. The ESG reporting obligation and supply chain law already require companies with more than 500 employees to collect their data. In Germany, the passport will first affect resource-intensive industries such as electronics, electric vehicles, industrial batteries, textiles, construction, packaging, and plastics.

What does the Digital Product Passport entail?

The German Institute for Standardization (DIN) and the German Commission for Electrical, Electronic, and Information Technologies (DKE) have set up a committee for the Digital Product Passport, aiming to define the technical design requirements for the DPP. This encompasses, for example, information carriers with standardized identifiers for the product, information on environmental impacts, durability, materials, suppliers, and more. To enable the adaption to different product groups and industries with a wide variety of data, the DPP requires a corresponding modular architecture.

How the Digital Product Passport will influence consumer behavior

The DPP offers consumers a clear view of a product’s entire journey, from creation to disposal or recycling. Its contribution to transparency could impact our consumption habits significantly. For example, by providing easy insight into environmental impacts, it encourages consumers to choose long-lasting products. Various levels of detail enable tailoring information to different target groups.

The DPP as a driver of sustainable circular economy

The DPP is more than just a passport for products: it drives sustainable growth in the circular economy. The Product Passport optimizes the product lifecycle, promotes standardization and sustainable design, improves resource and recycling efficiency, and helps with environmentally friendly procurement.

The DPP in business

For companies, it is important to prepare for the introduction of the DPP at an early stage. PLM systems like CIM Database PLM and advanced IT solutions alleviate much of the work. For instance, they can calculate LCA (Life Cycle Assessment) data directly from bills of materials and work plans and use material compliance methods to ensure safe material selection. IoT systems like CONTACT Elements for IoT provide additional production data, contributing to effective energy management.

A strategic step for a sustainable future?

The Digital Product Passport is not just a source of information but provides consumers with solid information to make responsible purchasing decisions. Companies can successfully prepare for DPP standards by expanding their PLM systems and IT solutions. Therefore, the Digital Product Passport is a strategic step and a guiding necessity for a sustainable future.

You can find a more in-depth take on the Digital Product Passport right here on the CONTACT Research Blog.

Microsoft Office for the web™ integration in Cloud PLM

How the integration simplifies document management in Cloud PLM

Pioneering technologies and digital innovations are shaping today’s economy. Seamless collaboration within companies is an essential factor for success. Product Lifecycle Management (PLM) supports this and helps increase efficiency. This is where the integration of Microsoft Office for the web™ in Cloud PLM comes into play. The integration of PLM systems and Microsoft Office not only promises an optimized way of working but also a smooth workflow that takes collaboration and productivity to a whole new level.

In this interview, André Guldi, Product Manager Cloud at CONTACT Software, explains the differences between document management with MS Office and in Cloud PLM, as well as the benefits of integrating Office for the web™.

André, how does document management differ in MS Office and Cloud PLM?

AG: MS Office has become the standard for creating documents, spreadsheets, and presentations because of its ease of use and extensive editing capabilities. However, documents are usually stored at the file level, which can lead to an unstructured data landscape. There is often no proper version control, leading to confusion and uncertainty about which documents are up-to-date. Many copies of the same document can be in circulation at a company, which makes collaboration and traceability difficult.

In Cloud PLM, this is different: its document management functionality offers a comprehensive solution. It establishes a “Single Source of Truth” for any type of document – a central, reliable storage location for documents. Managing metadata and file attachments allows for the structured organization and quick identification of documents. Additionally, extensive versioning, release workflows, and access control enhance document control. Search functions not only scan file names but also metadata and, using full-text search, even the content of the files. This simplifies finding documents and saves valuable time. Another significant advantage of document management in Cloud PLM is audit-safe storage. It is clear to users at first glance which document is currently valid, thus avoiding confusion or incorrect use.

What is Microsoft Office for the web™?

AG: Microsoft Office for the web™ (formerly Office Web Apps) is a web-based application that facilitates working with Office files. It allows users to open Word, Excel, OneNote, and PowerPoint documents directly in a web browser. The device used only requires a supported browser, an active internet connection, and users need a suite license. This allows them to use the full functionality of the web-based Office applications. This license not only allows them to gain access to documents but also to edit and share them with others – conveniently through the web browser without installing the Office Suite on their computer.

What are the benefits of integrating Office for the web™ into Cloud PLM?

AG: Microsoft Office for the web™ is seamlessly integrated into the Cloud PLM web interface. This allows users to create, view, and edit Office documents directly without the need to save them separately. They are saved in the Cloud PLM file storage, also known as Blobstore. This feature allows multiple people to work on the same document simultaneously without relying on local installations of MS Office.

A key feature is that only a single file exists, which simplifies file management and ensures a clear structure. The solution combines the advantages of an online Office editor with centralized and legally compliant document management in the PLM system: avoiding additional programs, eliminating file transfers, and enabling collaborative editing with version tracking, release workflows, and access control. This ensures efficient and secure document management.

What makes the connection between Office for the web™ and CIM Database Cloud special?

AG: CONTACT Software is the first software provider to offer the Office for the web™ integration in a Cloud PLM system. To edit an Office document in CIM Database Cloud, customers need an Office for the web™ suite license.

Conclusion

Microsoft Office for the web™ provides companies with an efficient solution for document management. It enables users to directly create, view, and simultaneously edit Office documents. The integration saves files directly in the Cloud PLM file storage, promotes collaborative work without local MS Office installations, and ensures a clear structure through a single file. This solution combines the advantages of an online Office editor with centralized document management in the Cloud PLM system, including versioning, release workflows, and access control for efficient and secure document management.

Discover CIM Database Cloud now – the first Cloud PLM system that enables the seamless integration of Microsoft Office for the web™.