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Integrating DriveWorks with Business Systems

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Integrating DriveWorks with Business Systems

Connecting DriveWorks to other business systems to communicate and share data seamlessly is essential for streamlining processes and improving efficiency.

Benefits

Integrating DriveWorks with other applications offers many benefits, including:

  • Data sharing - Integrated systems allow data to flow freely between them, eliminating the need for manual data entry and reducing errors.
  • Enhanced collaboration - Integration can facilitate better communication and collaboration between different teams and departments.
  • Data consistency - Integrated systems help ensure data consistency across different applications, reducing inconsistencies and errors.
  • Increased efficiency - By automating tasks and streamlining workflows, businesses can improve their overall efficiency and productivity.
  • Reduced costs - Integration can eliminate manual data entry, reduce errors, and streamline processes, leading to cost savings.
  • Improved data accuracy - By sharing data seamlessly, integration helps ensure data consistency and accuracy across different systems.
  • Enhanced user experience - Integration can improve the user experience by providing access to real-time information and streamlining interactions.

How DriveWorks integrates with other applications

DriveWorks utilizes the most modern and common methods to integrate with other applications.

In built functionality allows integration with security and email.

Integrate with other business systems

DriveWorks provides solutions for following methods of integration:

Security Integration

Securing access to the data and rules behind an implementation and also who can create specifications is provided by the following integrations:

  • Native Security

    DriveWorks provides out-of-the-box functionality to create Users and Teams to control who can create and edit specifications, and administer an implementation.

  • Single Sign-On

    Single sign-on (SSO) is an authentication method that allows one account manager to sign users in to multiple independent software systems. DriveWorks fully supports single sign-on for Microsoft Entra ID

Email Integration

DriveWorks supports sending emails using SMTP or Exchange Online using Oauth 2.0 authentication (Microsoft's recommended method).

Email integration is provided in the following areas:

  • Specification

    Build rules for email recipients, the message body and attach any required file.

  • Notification

    DriveWorks can automatically send notifications if any connected DriveWorks Autopilot agent unexpectedly disconnects.

    DriveWorks Live can email alerts when the maximum number of licenses in use has been exceeded.

Point-to-point Integration

Direct connection between DriveWorks and the data held in other business systems.

The data can be held in any compatible database (SQL Server, MySQL, Oracle, etc.) or imported and exported from most common file types.

Read Database Data

DriveWorks can read data natively from Microsoft SQL Server or from any other database with an ODBC driver.

The data can be anything from a single value to a whole database table.

Once in DriveWorks you can use rules to sort, filter and process the data further.

The following functions allow database data to be read into a project, when a specification is transitioned or when form inputs change:

  • QueryData

    Returns a list of data from a field, in a table of the database, by running a SQL query that compares values to a given term.

  • QueryDataValues

    Returns an array of data from a table in a database by running a SQL query to filter, group and sort the data being queried.

  • DbQuery

    Returns an array of data from a table of the database that matches the given term.

Database data can be imported as a table into a project to be used in rules:

Connect to a database to monitor for new entries to create new or edit existing specifications:

Write Database Data

DriveWorks can write data natively to Microsoft SQL Server or to any other database with an ODBC driver.

The data can be inserted, updated or deleted based on rules.

To avoid bypassing the logic of the business system we recommend applying any export to a sub-set of the actual data.

The following function allows data created from a specification to be written to a database when a specification is transitioned or when form inputs change:

  • DBExecute

    Will delete, insert or update rows in a database table and returns the number of affected rows.

The following document types can be used to export data to a database at a suitable point in the workflow of a specification.

They can also be set to run from a button on a user form.

Import File Based Data

DriveWorks can import data from a range of file formats.

Once imported, the files and the data within them can be used by DriveWorks.

Files can be imported at anytime during the workflow.

Create or modify a specification

Some business systems may produce information that can be used to create a DriveWorks specification.

This can be brought into DriveWorks to populate form inputs:

  • Manually using Import Specifications

    DriveWorks Autopilot can read structured XML or Tab delimited file formats to convert into a specification.

    Or

  • Automatically using a Folder Watcher

    DriveWorks Autopilot can scan a folder for new XML or Tab delimited file formats to convert into a specification.

Import File Based Data For Rules

Data exported to a file such as, costing, bill of materials, customer and stock information can be read into DriveWorks to be used in rules.

Data can be loaded automatically, if the location of the file is known and is accessible, or up-loaded from a specification.

  • Text-based formats (.txt, .html, .xml, .csv, .json, .md, etc.)

    Read a Text File to import text-based data at a suitable point in the workflow of a specification (for example when a specification is started or when it transitions). It can also be set to run from a button on a user form.

    Data stored in .txt format can be imported into a DriveWorks table, there are many table functions available to use the data once it has been imported.

    Data stored in .txt and .csv formats can have values mapped to populate constants and controls in a specification.

  • XML data

    Load XML data into a specification.

    To assist with using the values in the XML file there are many functions available (for example XPathGet, XPathXMLGet).

  • JSON data

    Load JSON data when a specification is started or its arguments change.

    To assist with using the values in the JSON file there are many functions available (for example XPathGet, XPathJsonGet).

  • Microsoft Excel data

    DriveWorks provides many ways to import data created in Microsoft Excel, including:

Export File Based Data

DriveWorks can export data to most standard file types, including text based files as well as direct integration with Microsoft Word and Excel.

Build rules to determine the new file name and path, as well as the data that will be passed to the file.

  • Text-based formats

    Drive data into a text file which can be saved as any supported file type (.txt, .html, .xml, .csv, .md, etc.).

    See Text Document for more information.

  • XML data

    Export data directly into xml documents.

    See XML Document for more information.

  • JSON data

    Generate functional, validated JSON Documents from any valid Schema.

    See XML Document for more information.

  • Microsoft Excel data

    Data can be driven into Microsoft Excel documents to create native .xlsx files.

    Also create .pdf or .html versions of this format if required.

    See Excel Workbook for more information.

  • Microsoft Word

    Data can be driven into Microsoft Word documents to create native .docx files.

    Also create .pdf or .html versions of this format if required.

    See Word Document for more information.

  • PDF

    DriveWorks can edit existing PDF files or create new PDF files from a markdown (.md) file.

    See DriveWorks PDF Integration for more information.

CAD Integration

DriveWorks integrates directly with SOLIDWORKS to provide a complete Design Automation solution.

Capture assemblies, parts and drawings to produce completely new and driven native SOLIDWORKS files.

Use DriveWorks to create additional file formats of the new files, including:

  • STEP - Used to exchange complete 3D model data between different CAD/CAM applications.
  • DWG and DXF - Used to exchange 2D data between different CAD/CAM applications.
  • STL - Primarily used in 3D printing.
  • eDrawing - Used to share and markup 3D model data.
  • PDF - Share data in a universal portable document format.
  • and many more formats.

See SOLIDWORKS for more information.

CAM Integration

Extend a Design Automation solution by integrating with popular CAM applications.

Use the SOLIDWORKS CAM or CAMWorks PowerPacks to perform the following:

  • Extract Machinable Features.
  • Generate Operation Plans and Tool Paths.
  • Generate the machine G-Code for the tool paths.

PDM Integration

DriveWorks provides functions and tasks to fully integrate with SOLIDWORKS PDM Professional.

Integrating with PDM allows the following:

  • Store master files in the SOLIDWORKS PDM vault.
  • Automatically check in new generated files and populate data cards.
  • Use serial numbers generated by SOLIDWORKS PDM inside DriveWorks.
  • Retrieve information directly from the PDM vault for use in rules, all without needing any custom code.

Web-based Integration

DriveWorks can communicate with platforms that provide web services for sending and receiving data over the internet, and can also act as a web service itself.

RESTful Service Requests

DriveWorks can send web service requests using JSON for data exchange and relying on HTTP methods like GET, POST and ACCEPT.

This enables DriveWorks to communicate with any compatible web service (such as a CRM or ERP system, or any external web service provider) and allows real-time data to be surfaced directly into a Specification.

Learn more

Integration Theme

If using DriveWorks Live Integration Theme data can be passed from client to client directly.

For example a price calculated by DriveWorks can be sent to an eCommerce provider.

Learn more

Creating Specifications from a Web Service

DriveWorks Live can function as a web service.

This allows other business systems to send data that will create or edit DriveWorks specifications automatically.

The Integration Theme supports this by using a URL command function.

Learn more

Cryptography

When communicating data over a web service, cryptography helps protect data from being viewed, provides ways to detect whether data has been modified, and helps provide a secure means of communication over otherwise nonsecure channels.

DriveWorks provides functions for the most secure hashing algorithms, including support for Hash-based Message Authentication Code (HMAC):

API Integration

Using Application Programming Interfaces (APIs) to connect different systems.

DriveWorks Pro SDK

DriveWorks Pro has been built with a fully documented Application Programming Interface (API) that allows the creation of custom plugins to further integrate DriveWorks.

Learn more

Integration Theme

The Integration Theme utilizes modern web technologies to allow aspects of a DriveWorks Implementation to be easily consumed in a website, application or connected device.

Each instance of the Integration Theme serves a complete Web API, with examples and documentation to help with getting started.

Learn more

PowerPacks

DriveWorks provides and supports PowerPacks which provide additional integration functionality for specific applications.

Learn about the PowerPacks available to integrate with CAM, PDM, CRM, ERP and Cloud applications.

Also learn more about how DriveWorks can provide further integrations with the following: