SOLIDWORKS PDM Hyperlink Query

We have seen many instances where a SOLIDWORKS PDM administrator would like to provide hyperlinks to files inside the vault.  The hyperlinks would be used to quickly open files inside the vault from 3rd party applications like an ERP system. Problem: you need to use a special syntax link for your hyperlink, otherwise the file you need will not automatically cache into the explorer folder on your PDM client.  In other words, you cannot use “C:\Vault Name\Folder Name\filename.sldprt” as your link.  If the file is not already cached, the user will get a “file not found” error.  The following syntax is required in a URL link: conisio://<vaultname>/<action>?projectid=<ProjectID>&documentid=<DocumentID>&objecttype=1 Where: <vaultname> is […]

SOLIDWORKS PDM 101: Setting Document Revisions

In a previous article, we discussed the inner workings of PDM versions. In a nutshell, versions are the way PDM tracks the changes to individual files. Every time we make an official change to a file, a new version is created and added to the file’s history. The good news is that the system handles versions for us automatically. If you want to know more about versions and how they work, check out our last PDM 101 here. People often ask if file versions and file revisions are the same thing. In some other systems, the term is interchangeable. That means whenever a change is completed by the user the […]

SOLIDWORKS: PDM 101 – File Types and Duplicate File Control

An often overlooked area of SOLIDWORKS PDM is the File Type options found in the admin tool. These options allow you to control how duplicate files are handled in your vault. You can disallow all duplicates or only include certain file types. There are a couple other settings, but those are only required if you use items or if your drawing previews need troubleshooting. The main reason for opening file types is to configure duplicate file rules. Before we dive into what you can do with files types, let’s talk about what is under the File Types node. The list that you see in the image below will be different […]

Solidworks Enterprise PDM Permissions, Revisited.

In Enterprise PDM 2015, additional permissions were made available.  Settings Permissions tends to be one of the more confusing tasks for a PDM Administrator due to the different types of permissions that can overlap and intersect with each other.  The new permissions are: Move Folder Delete Folder Add or Rename folder Move File In Prior versions it was required to have both the ability to Add a Folder or File to the Destination and Delete it from the source to perform a move. In order to perform one of these operations on a file or folder, the user will need a combination of both folder and state permissions in both source and […]

SOLIDWORKS EPDM Administration – Fishing Guides

It's been said if you give a person a fish you feed them for a day, teach them to fish and you feed them for a lifetime. In this article we'll show you a couple of good fishing holes for EPDM Administration. First, we start by downloading Enterprise PDM from SOLIDWORKS.com Customer Login:     Once you've logged in look for the Download and Updates Link:     Next, select the version of your choice to download:     Once the download is complete, run it to start the extraction:     When extracting, it makes sense to rename the Unzip folder to something a bit more specific: Example: EPDM_2015-SP2.0 […]

The Best Practices for Enterprise PDM Convert Task

1) It is recommended to use dedicated task hosts with a minimum of RAM 3 GB for x32 OS (RAM 4 GB and more for x64 OS) and be able to open the drawings and files that are converted. Task host must have Solidworks installed and EPDM client and vault view(s) installed. 2) Enterprise PDM must be started with a continuous login on the task host. 3) Using a dedicated task host that meet the suggested requirements can help minimize resource overextensions which may result in failed tasks. 4) Running tasks requires at least one Solidworks license and one EPDM license. Solidworks license enabling tasks are: SolidWorks Premium, Office and […]