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 […]

DriveWorks World June 2012

DriveWorks, the premiere design automation tool for SolidWorks, has just wrapped up their summer conference held near their headquarters in Cheshire, England. The week long event started off with certification in both the solo and pro editions of the software. The entire DriveWorks' team was on hand to answer questions and show even veteran users new ways of bringing their ideas to life. Once the certifications were complete, the users were treated to breakout sessions covering the advanced features found in the pro edition. Topics included: Modeling techniques; Advanced Form Controls; Using Specification Flow; 3D Works; Modifing web themes; introduction to DriveWorks API. The days were packed with loads of […]

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 […]

Convert to PDF – An out of the box feature for Solidworks Enterprise PDM 2010

With Enterprise PDM 2010 converting drawings to PDF is easier than ever. In this entry we will show you where and how to add the Convert Task feature. In the next entry we will show how to use this tool to convert drawings to PDF once the drawings are approved. Installing the Convert Task on your system 1. Open up EPDM administration tool and right click on your vault name and select "Import…"   2. Browse to your EPDM install directory and then "Default Data" 3. Select the "Convert_gb.cex" file and click Open 4. To double check expand "Tasks" under your vault in the administration tool and make sure "Convert" […]

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 […]