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: What is a Document Version?

One of the fundamental parts of any PDM system is its ability to track the history of documents. How it tracks that history can vary from system to system. With SOLIDWORKS PDM, it does this through document versions. So, that begs the question, “What is a Version in the SOLIDWORKS PDM vault?” The short answer is that a version is a “snap shot in time” of a particular document. Versions are created in PDM as we make changes to the files in the system. By default, all the files in PDM are locked down and read-only (vaulted). In order to make a change, we have to take ownership of that […]

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 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 […]

A 1938 BUGATTI – THAT FLIES!

Last fall CATI / InFlow Technology had its annual Design Innovation Summit. We kicked off the start of the tour at EAA AirVenture in Oshkosh, WI. A nice aside to the Design Innovation Summit was the opportunity to walk through the EAA Museum and see some unique and rare aircraft. One aircraft in particular was the 1938 Bugatti Model 100P. It was a one of a kind, designed to race, but never flown. Just prior to our Summit some enthusiasts came in to review and measure the Bugatti Model 100P in an attempt to recreate it and test fly it. Well, yesterday was the day! The plane design from over 75 years ago […]

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 […]

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 […]