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 […]

How do I change a users Enterprise PDM License Type?

Users are different in regards to the roles they play at your organization and how they use Solidworks Enterprise PDM. To address this, Enterprise PDM offers several different license options. SolidWorks Enterprise PDM License Types Enterprise PDM uses floating client licenses. When you log in to a vault, the license installed on your system is taken from a pool of licenses that are enabled by the registered license file. When you log out or exit Enterprise PDM, the license is returned to the pool and can be used by another client. Available licenses are: SolidWorks Enterprise PDM Editor & Web Includes these license types: Editor: Supports working with all file […]

Displaying Full User Names in the User Interface

A new feature in Enterprise PDM 2012 allows you to display full names in the user interface where only login names were previously shown. Here is what some of you may have seen in earlier versions of Enterprise PDM ;)… In Enterprise PDM, user names are displayed to indicate who has checked out or created files, sent or received mail messages, or initiated actions performed on files. Here is how you change Enterprise PDM in the Administration Tool to display Proper Names. 1. In the left pane of the Administration tool, expand Users. 2. Right-click your user name and click Settings. 3. In the left pane of the Settings dialog […]

What’s New in Enterprise PDM 2012?

2012 Administration Tool Features Administrators have even more control over menu's, user names and improved replication. Customize Enterprise PDM Menus   Customize how menus and submenus are displayed in the Windows Explorer User Interface. Change the available commands and command order for menus on the Enterprise PDM Menu bar: Customize shortcut menus in the File View pane when selecting files and folders. Copy custom menus to share with other users   Display Full User Names in the User Interface   Make it easier to identify who is using a file by specifying that the full names of users are displayed throughout the user interface.     Replication Failover   Replication […]

InFlow introduces EPDM Virtual Training classes

InFlow (with our parent company CATI) has begun to offer Enterprise PDM classes over the web.  The classes are held using a virtual training lab.  Using the virtual training lab, attendees will have their own machine, just as if they are sitting in our training room.  They log into the machine and can view the instructor presentations and participate in exercises.  The instructor can even toggle to attendee workstations to watch and advise during the exercises.  The technology is really nice and we have received very good feedback regarding performance and ease of use. There are two training classes that we offer: SolidWorks Enterprise PDM Admin – Four (4) 1/2-day […]

The simplest solution is often the right one

We recently ran into an issue while attempting to install Microsoft SQL on a customer's server machine. However, the SQL install will always crash during the "Setup Support Files" section. The crash itself was just a plain Windows crash with a "Send this error report to Microsoft" pop up window which did not tell us anything about the crash. Below is where the crash would occur. Right away we believed this to be a SQL issue and started a Solidworks SR along with looking at the SQL install crash logs. Then Googling the crash number inside the crash logs. After a few days we all ran out of ideas on […]