SOLIDWORKS PDM 2016

Just this week SOLIDWORKS announced the pre-release of SOLIDWORKS 2016.  Included in the release is a face lift on ENTERPRISE PDM, which includes a name change to SOLIDWORKS PDM Professional.  No longer will the EPDM abbreviation be used, but instead the product naming will line up with the other products distributed by SOLIDWORKS (i.e. SIMULATION).  In addition, SOLIDWORKS is launching a brand new product for PDM called SOLIDWORKS PDM Standard.  This product will be a trimmed down version of SOLIDWORKS PDM Professional (formally EPDM), designed for smaller teams of engineers at a single site.  More blogs will come out in the coming weeks with the new look, new features, and Standard vs. […]

SOLIDWORKS ENTERPRISE PDM – Notification Questions

  We have received many questions related to the notification process in SOLIDWORKS ENTERPRISE PDM.  For example, where do the messages get originated?  Is there a record of the messages?  Here is some general information to help you understand the EPDM messaging process (pulled from the SOLIDWORKS knowledgebase): Where are the messages originated? The "originator" of the SMTP message is different depending on what type of message is created. If selecting "notify a colleague" and write a message directly to another user, and SMTP is active, the message will be sent from the workstation to the SMTP server specified in mail settings.If it is an "automatic" notification, such as workflow […]

Automatically adding files to Enterprise PDM

Sometimes SOLIDWORKS Enterprise PDM users will want to store files in their vault using a "non-save" event.  For example, if I use an analysis program, the results files may automatically get created using automation in the program.  EPDM will block these automatic files from being added to vault because they have been added using a "non-save" event. Another example: if I use a compression program like winzip or WinRAR, when I extract a file into the vault, it will not automatically add the file.  Again, EPDM sees this as a "non-save" event and assumes you do not want these files automatically added to the vault. In both of these instances, if […]

SolidWorks Enterprise PDM Private State

In SolidWorks Enterprise PDM 2015, SolidWorks has introduced a concept called "Private State".  A file in a "Private State" is simply a file that has never been checked in.  In previous versions of EPDM, these files were totally hidden from all users except the Admin.  In EPDM 2015, there is a new permission that allows all users to see files that have never been checked in.  The files will appear in windows explorer as shown below: Notice the filenames and the metadata columns are in italics and the state shows the files in private state.  Now users can see files that others are working on prior to the initial check […]

SolidWorks Enterprise PDM Guides: Check ’em out!

It has recently come to my attention that not every Enterprise PDM administrator reads the administration guides that come packaged with the EPDM install media.  For those who have neglected to look through the guides, you are missing out on a couple nice items: Find your admin guides under "Support/Guides/<your language>"  GB is English if that is not clear. Installation Guide Page 62: Installing EPDM clients using an admin image. Installation Guide Page 81: Automatically deploy the EPDM client vault view Replication Guide Page 37: Increase the logging level of your archive server to monitor replication job progress Administration Guide Page 61: Archive server cleanup scheduling (removing destroyed files) Administration […]

SolidWorks World Attendees

If you are attending SolidWorks World 2015 in February, look on the agenda for InFlow team members, Justin Webster, Jeff Barker, and Ryan Dally.  We will be there presenting on EPDM and Driveworks.  Here are the topics: Configuring the new EPDM Web application – Justin Webster EPDM Migration Tips and Techniques – Jeff Barker Driveworks Hands-On – Ryan Dally See you in Phoenix!  For information on InFlow Technology, please visit us at www.inflow-tech.com.

SOLIDWORKS Enterprise PDM – Permission Changes

In the latest release of SOLIDWORKS Enterprise PDM, there are a few enhancements in the area of group and user permissions.  The primary enhancement in this area is related to the separation of the "move" permission from the "delete" permission.  In previous releases, EPDM worked like Microsoft Windows, where you needed delete permissions to move a file or folder.  In 2015, these permissions are split.  You can now give a user permissions to move a file or folder without giving them permission to delete.  In addition, the folder delete permission has been separated in this release.  In previous releases, the permission was "add or delete a folder."  Now there is […]

SolidWorks Enterprise PDM 2015 – New Icons

In the 2015 release of SOLIDWORKS Enterprise PDM, SOLIDWORKS has made several nice additions.  One, seemingly minor new feature, will really help users.  The addition of the "explorer cache status icons" will help users keep track of the status of the files in their local cache. Here is why the icons are important… Let's say an engineer works on a drawing and checks in version 1.  After that another user checks out the file, modifies the file, and checks in version 2.  Engineer 1 still has version 1 of the drawing in his/her local cache.  Engineers with the power to see history would need to check the "cache status" of the file […]

SolidWorks Enterprise PDM 2015 – Enable New License Manager

For the 2015 release of SolidWorks Enterprise PDM, SolidWorks has changed the licensing model to take advantage of the solidnetwork tools (the same tools used by SolidWorks CAD tools).  In order to get the new version working, you will need to install the 2015 license manager (included in the base install of EPDM). Once you get all the software installed, launch your license manager software to activate the serial number.  You will need to be connected to the internet.  Once successful, launch your EPDM administration tool and log into your vault to make the license change. Here are the steps: Right Click on Licence and select Open Select Add to add […]

SOLIDWORKS 2015 What’s New – Microsoft® Office Add-in for Enterprise PDM

It’s finally coming out of Beta! The new ePDM add-in for Microsoft Office will be included with Enterprise PDM 2015. You will find the new functions in the ribbon under Enterprise PDM. This add-in will allow contributors and editors to perform ePDM functions directly from Word, Excel, and PowerPoint. This includes the ability to: Check out, check in, and undo check out Get the latest or previous file versions Display and edit Data Card information Change State Access the Search Tool Select in Windows Explorer View file status information Local Version Local Revision Checked Out and Workflow information The main benefit is the ability to check-out a file, in session, […]