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SteepGraph

PLATFORM-INDEPENDENT

Data Migration Framework

A proven migration framework across 30+ enterprise PLM migration programmes—with configurable automation, reusable accelerators, and a delivery methodology designed to reduce risk at every stage.

  • 2B+ Records Migrated
  • Extraction from 20+ Enterprise Systems
  • ITAR & EAR Controlled Data
  • Selective or Big Bang
  • Product structurespreserved
  • CAD ↔ EBOM ↔ MBOMreconciled
  • Revision historypreserved
  • Relationshipsvalidated
  • Files & attachmentsverified
  • Controlled accessenforced

Move the knowledge, not just the records.

THE REALITY OF PLM MIGRATION

Every Migration Has Its Own Rules

PLM migration is rarely about moving everything.

What should move?

  • SelectiveOnly the products, parts and structures you need.
  • Big BangThe complete set, moved in one transition.

What should be preserved?

  • CAD ↔ EBOM ↔ MBOMDesign and both BOMs arrive still aligned.
  • History & RevisionsFull revision history, or latest release only.

What should change?

  • Data CorrectionMissing and invalid values fixed in flight.
  • Revision TransformationSchemes adapted to the target’s rules.
  • Relationship RepairBroken links rebuilt, missing ones created.

What does the target require?

  • Target-System RulesChecked against rules the old system never had.
  • Correct on the Way InFixed before the data reaches the target.
  • Controlled AccessAuthorised personnel only, source and target.

Move what you need. Preserve what matters. Fix what needs fixing. Arrive ready for the new system.

BUILT FOR DIFFERENT MIGRATION SCENARIOS

One Framework. Multiple Platforms. Multiple Approaches.

Every migration starts somewhere different and ends somewhere different.

Source systems

  • Oracle PLM
  • SOLIDWORKS PDM
  • 3DEXPERIENCE / ENOVIA
  • Teamcenter
  • Windchill
  • Pro/INTRALINK
  • Documentum
  • Autodesk Vault
  • SmarTeam
  • Legacy / Custom / Local

Data Migration Framework

  • Source Profiling

    Schema, volumes, quality

  • Mapping Workbench

    Object, attribute, lifecycle

  • Run Orchestration

    Waves, retries, cutover

Four ways in

  • API / Web Services
  • Database
  • Files / Reports
  • Custom Extraction
  1. Extract
  2. Transform
  3. Validate
  4. Correct
  5. Load
  6. Reconcile
  • Data Quality Rules

    Pre-load and post-load checks

  • Reconciliation Reports

    Record-level counts and deltas

  • Delta & Incremental

    Big-bang or phased cutover

Target platforms

  • Aras Innovator
  • 3DEXPERIENCE
  • Teamcenter
  • Windchill
  • Other PLM Systems

The framework adapts to the migration—not the other way around.

IN THE PRODUCT

The Framework, Configured

Mappings are set up on screen or imported from Excel, and every extraction is measured.

Type Mappings screen: each source type and relationship, its extraction clause and sequence, and its target table.
NameAdmin TypeSource TableId Where ClauseSequenceScopeTarget Table
ParttypePartId IS NOT NULL1extractionPart
CAD ParttypeCAD PartId IS NOT NULL2extractionCAD Part
CAD DrawingtypeCAD DrawingId IS NOT NULL3extractionCAD Drawing
CAD AssemblytypeCAD AssemblyId IS NOT NULL3extractionCAD Assembly
DocumenttypeDocumentId IS NOT NULL4extractionDocument
Part BOMrelationshipPart BOMId IS NOT NULL5extractionPart BOM
CAD StructurerelationshipCAD StructureId IS NOT NULL6extractionCAD Structure
Field Mappings screen for Part: target attribute, source column, SQL name, mapping type and data type.
TypeTargetSourceSQL NameMapping TypeData TypeMulti-value Separator
PartItem Numberitem_numberitem_numberdirectstring
PartNamenamenamedirectstring
PartTypetypetypedirectstring
PartRevisionmajor_revmajor_revdirectstring
Extracted Analytics screen: records extracted by type, by owner and revision, and the extracted records themselves. Sample dataset.
typenameownersourcerevisiondescriptionpolicyvault
Part00000365design_engArasA00000365 Part to migrate the dataPart PolicyeService Production
Part00000369design_engArasA00000369 Part to migrate the dataPart PolicyeService Production
Part000002design_engArasAPhysical Part to migrate the data 000002Part PolicyeService Production

VALIDATION AT EVERY STEP

Know What Moved—and What Didn’t

Loading successfully is not the same as migrating correctly.

  1. Extract

    Is the right data coming out?

    Source records, required fields, relationships, files.

  2. Transform

    Did it change as expected?

    Values, revisions, mappings, structures, relationships.

  3. Load

    Did the target accept it?

    Target rules, required values, object creation, links.

  4. Reconcile

    Does it match what we expected?

    Source against target—records, structures, files, exceptions.

Business Rules screen: the validation and correction rules configured for this migration, with their descriptions and input parameters.
Rule StatusNameDescription
Status not yet runDateFormatCheckNo Input Parameters
Status not yet runDuplicateTNRCheckNo Input Parameters
Status not yet runRelationshipReplaceFromToInput Parameter Example:{name:"REL_SW_EXTERNAL_REFERENCE1",from:"TYP_S…
Status not yet runSpecialCharacterCheckNo Input Parameters
Status not yet runUpdateMajorMinorRevisionOnTypeInput Parameter Example:{major:"TYP_STD_SW_COM_10406618901",minor:"TYP_ST…
Status not yet runAutonumberGeneratorInput Parameter Example:{"types": [{"NAME": "TYPE_NAME","NUM_GEN_NAME": "NU…
Status not yet runUpdatePathDataInput Parameter Example:{name:"I81_PATH_PAT_1261277731",from:"I81_TYP_REAL_…
Status not yet runAssemblyConflictReportNo Input Parameters

Correctness. Completeness. Relationships. Exceptions.

RESOURCES

Data Migration Framework in Action

Recorded sessions and the migrations behind them.

Webinars

All webinars

Customer stories

All customer stories

GET STARTED

Planning a PLM Migration?

Tell us the source system, the target platform, and what has to survive the move. We will tell you how the framework would approach it.

The service behind the framework

The framework is the tooling. The service is the team that runs it—ten phases from discovery to production cutover, reconciled at every one.

  • Discovery
  • Profiling
  • Cleansing
  • Mapping
  • Transformation
  • ETL Development
  • Validation
  • Reconciliation
  • Dry Runs
  • Production Cutover

FAQS

Questions We Get Asked

The Data Migration Framework is used as part of SteepGraph’s migration services, but it is designed for joint use by SteepGraph and customer teams. We can provide training so your team can work with the framework, review migration results, and handle supported corrections and changes.

Yes. The framework can support migrations between cloud PLM environments, including 3DEXPERIENCE Cloud, Aras Cloud, and other supported cloud PLM environments. The migration approach depends on the source and target systems and the type of data being migrated.

For migrations involving ITAR-controlled data, we can provide controlled access and use US-based SteepGraph personnel where required. Customer teams can also be trained to work with the framework within the agreed access and data-handling setup.

It helps reduce migration time, manual coding, complexity, and repeated cycles between business users and developers. More migration activities can be handled through configurable rules and corrections, making it easier to identify and resolve issues without rebuilding the migration for every change.

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