DATA INTAKE

Data Intake

Fill in what you can. Rough numbers are fine. Your answers save on this device as you go, so you can come back to it.

Confirm it’s you

Use the email or phone you gave us before so we can match this to your file.

Enter a valid email

Who you are

Are you a company or a sole proprietor?
If a company, what kind? Check all that apply
If a sole proprietor, what do you do? Check all that apply

Profile

Your title
Are you still in business and active?

Data sources

Every place your files live. Size in GB or TB if you can (right-click the folder, then Properties).
Years = how far back the files go, e.g. 2008 to now.

How do I check how much we have?

Open the ones your shop uses. A rough number is fine.

A folder on WindowsMost shop files live here
  1. Right-click the folder and choose Properties.
  2. Wait a few seconds for Size to stop counting. That number is what we need.
  3. For a whole drive or server share, open This PC, right-click the drive, then Properties.
A folder on a Mac
  1. Click the folder once, then press Command + I (or File, then Get Info).
  2. The size is next to Size at the top.
Shop server or NASSynology, QNAP, a Windows server
  1. On a Windows server, check the shared folder the same way: right-click, Properties.
  2. On a Synology or QNAP, open Storage Manager to see used space, or ask whoever set it up for the size of each shared folder.
SolidWorks, Inventor and other CADIncluding PDM vaults
  1. If your models are in normal folders, check the folder size.
  2. If you use a PDM vault, ask whoever runs the PDM server for the size of the vault archive folder. A rough number is fine.
Fusion 360 and other cloud CADFiles live in Autodesk's cloud
  1. Open the Data Panel and note how many projects you have and roughly how many designs.
  2. A count is fine if you can't find a size. Write it in the Notes column.
Mastercam, Esprit and other CAM
  1. Find the folder where you save programs, then check its size.
  2. To count them, open the folder, type *.mcam in the search box, and the count shows at the bottom.
G-code on machines or a DNC system
  1. If programs are sent from a DNC computer, check the size of its program folder.
  2. If programs only live on the machines, a rough count per machine is fine.
JobBOSS, E2, ProShop, Epicor and other ERP
  1. Ask whoever manages it for the database size.
  2. If nobody knows, just tell us which year you started using it.
Outlook or Microsoft 365 email
  1. An admin can sign in to the Microsoft 365 admin center, then go to Reports, Usage, Exchange, Mailbox usage to see total storage used.
Gmail or Google Workspace
  1. An admin can sign in to admin.google.com and open Storage to see total used across Gmail and Drive.
Source or software
Type of data
Size (GB/TB)
Years
Notes
Pick everything you use for each one. Uploading a report? Choose See attached. + Add another row
Upload a storage report or statementIf your IT team can put together a storage report, summary or folder listing, upload it here instead of filling in every row.You’re also welcome to include a small sample of your files, like a few part models or CAM programs. Completely optional.Reports, spreadsheets, CAD or CAM files, or a ZIP, up to 25 MB each

Other data that could be useful

Rights and exclusions

Do you own these files and have the right to license them?
Any defense, ITAR or export-controlled work? These files are always left out

Nothing is copied or shared until you agree in writing. Need to change something later? Fill it out again and we’ll use the newest one.

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