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 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 Full Downloads

If you've used SOLIDWORKS for more than a year you've likely needed to download an update. Those of us who've been around even longer know that this takes a bit of time and its worth getting right. For the newer folks it can be a little confusing so I'm putting this blog together to make it easy for everyone to get what they need so they're ready to go when the time comes. Note: Having a Full Download will allow you to install without requiring any previous versions or service packs.     FIRST, the SOLIDWORKS Customer Portal Login. If you're doing any sort of SOLIDWORKS Admin stuff, get yourself […]

SOLIDWORKS EPDM Preview Tab Performance

If you've ever browsed into an EPDM folder you've likely seen the Preview Tab, just left of the Data Card tab. It's helpful to be able to Preview/See the content of the files BEFORE you open them! In this article we'll talk about the options for the Preview Tab that either make it MORE FUNCTIONAL, greater PERFORMANCE or how you can have it BOTH WAYS when previewing SOLIDWORKS Files.   First, we see an example EPDM Vault View showing the Data Card Tab when a file is selected:     Next, we see the contents of the Preview Tab set for PERFORMANCE: This picture shows the Preview Pane set for PERFORMANCE […]

WHAT’S NEW SOLIDWORKS ENTERPRISE PDM 2014

A summary of the exciting new features! • Automated Cache Management : New options for managing user and group caches are available. Clear the cache on logout and refresh on login (Get Latest Version on folder contents) provide often requested functionality. • Consolidated Delayed in State Notifications:  Files set to notify when “delayed in state” for a specified period of time are now consolidated into a single summary notification. Previously each file had a notification email which could be overwhelming in heavy traffic environments. • Dynamic Notification Recipients Filter:  When specifying dynamic notification recipients now, a filter field to eliminate long scrolling sessions for large user bases is provided. • […]

Display the Enterprise PDM File Version in a SolidWorks Drawing

Enterprise PDM uses two different items to keep track of a file's latest version. The first is by using "revisions". Any time a file is checked out of the vault, modified, saved and checked back into the vault, a new revision of that file is created. The second is a revision scheme. Each time a document goes through the necessary approval process a new revision is created. Usually this revision is populated on the drawing or document to ensure that the recipient is viewing the latest released version. This is controlled via the Enterprise PDM workflow set up and may vary to contain minor revisions as well. Another available option […]

“File already exists” warning in Enterprise PDM but I can’t find it in the vault!

The most likely reason for the warning "File already exist" would show when adding a file to a folder is that a file with the same name already exists in that folder, but the logged in user does not have sufficient permission to see the file. It is not possible to have two files with same name in same folder. Example A – restricted state permission 1. Logged in user on Workstation2 has read and add permission to the folder, but only read access to workflow state "Waiting for approval". 2. A file that is in "Under editing state" and has not yet been in the "Waiting for approval" state […]

Ensuring the Health of Enterprise PDM

Solidworks Enterprise PDM offers a number of tools and techniques to keep the software working efficiently and effectively and more easily identify issues when they presents themselves.   Archive 1) Keep tabs on the Archive Server Log: EPDM Administration /Your Server /RMB /Show the Archive Server Log. 2) Review the replication monitoring too (when applicable). – in the Administration tool you have the archive status dialog showing the total number of versions needing replicating to a particular server. By right-clicking the node you can get a list of files not yet replicated to a server. You can also use the SQL query to get a list of files needing replicated Client 3) EPDM […]

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 […]