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 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 […]

Customize the Preview Pane in Solidworks Enterprise PDM

Preview Feature The preview feature at its core allows a user to select a file and view its contents without launching the native application and opening the file. This can be a benefit when searching for a specific item or when just looking to work faster. Perhaps a lesser known feature in Solidworks Enterprise PDM is the ability to customize this preview pane to use "other" applications beyond those supported by the default previewers. Customize Here is an example of how to customize Solidworks Enterprise PDM to use a specific application in the preview pane based on one or more file types provided. The steps required for this example may […]

“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 […]

ePDM Tips and Tricks: Copy Tree

 Why start from scratch when you can easily and quickly create products that are the same but different using an enterprise PDM tool called Copy Tree. Copy Tree allows users to duplicate a group of files that are identical to the parent project. That is the "same as" part, but what about the "different"?Within the tool, users can select what files to copy versus reference, rename files, relocate files, and even compress the project to a zip file.  On the surface, duplicating a project sounds easy. Just copy paste, right? Those of you who have tried know what a mess it can create. Copy tree handles all the incoming and outgoing […]

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 […]

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 […]