Basic instructions for installing a CAD plug-in

openBoM plug-ins for desktop CAD systems give you the ability to extract BOM data from your favorite CAD package. Installation of the plug-ins follows the same basic pattern, however, there are some slight differences in how you extract a BOM from each.

Installing the plug-ins for Autodesk® Inventor™,  DS SOLIDWORKS®, and Siemens Solid Edge™ follows these basic steps:

  1. From the openBoM Dashboard, got to the “Tools” drop-down menu and select “Integrations”.
  2. Choose the desired CAD system plug-in.  The plug-in will automatically download to your PC.
  3. Click the plug-in installer file and follow the Wizard instructions.  Click “Finish” in the Wizard when completed.

Depending on the CAD package, here’s how you extract BOM data once the plug-in has been successfully installed (scroll down to find instructions for Inventor, SOLIDWORKS, and Solid Edge).

Autodesk Inventor

openBoM is an Autodesk Authorized Developer:

  1. Open an Inventor model and go to the “Assemble” toolbar.  Find the openBoM toolbar and click “Configuration”. The openBoM URL will automatically be populated with the correct value.  Enter your email and password used to access openBoM (should be the same as those you used to register to openBoM). 
  2. In the openBoM section choose the desired openBoM BOM type (Part list, Single level BOM, or Multi level BOM).
  3. Click “Export BOM” when ready to extract a BOM to openBoM.  Once extracted, click the link that appears in the modal window and the BOM will automatically open in openBoM.  Make sure you are signed in!  Otherwise, you will be asked to do so.

DS SOLIDWORKS

openBoM is a SOLIDWORKS Certified Solution Partner:

  1. Open Windows Explorer, right-click the desired assembly and choose “Configuration” from the openBoM options.
  2. The openBoM URL will automatically be populated with the correct value.  Enter your email and password used to access openBoM (should be the same as those you used to register to openBoM). 
  3. Once ready to export at BOM, right-click the desired assembly in Windows Explorer (1st pic).  In the openBoM drop-down menu (2nd pic) choose the desired openBoM BOM type: Part list, Single level BOM, or Multi level BOM (3rd pic) and choose “Extract BOM”.
  4. Once extracted, click the link that appears in the modal window and the BOM will automatically open in openBoM.  Make sure you are signed in!  Otherwise, you will be asked to do so.

Siemens Solid Edge

openBoM is an official Siemens PLM Solutions Partner:

  1. Within a Solid Edge model, click the openBoM toolbar.
  2. Find the openBoM toolbar and click “Configuration”.  
  3. The openBoM URL will automatically be populated with the correct value.  Enter your email and password used to access openBoM (should be the same as those you used to register to openBoM).
  4. When ready to export a BOM, choose the desired openBoM BOM type: Part list, Single level BOM, or Multi level BOM and click “Export BOM” in the openBoM toolbar.
  5. Once extracted, click the link that appears in the modal window and the BOM will automatically open in openBoM.  Make sure you are signed in!  Otherwise, you will be asked to do so.