The Reference Dialog options, of User/Group settings, controls how references are handled when file are checked out or when the state is changed. These options can be accessed bey right clicking on a user or group and selecting Settings.
Check out files silently without showing the check out dialog box, will hide the Check Out dialogue box, forcing the user to check-out each referenced file indvidually. This option can help prevent accidental check out of sensitive files.
Try to check out all referenced files when the referencing file is checked out, will attempt to check out all referenced files. This will remove the need to manually select the referenced files from the check out dialogue box. If this option is used in conjunction with Check out files silently without showing the check out dialog box, all referenced file will be checked out if possible (files that are already checked can not be checked out).
Do not mark referenced files when changing state, will not select all referenced files when performing a state change . This can prevent referenced files from accidentally being moved to the wrong state.
The new SolidWorks Enterprise PDM web portal has a number of advantages over the previous web portal. The fact that it is programmed from scratch with updated language to support any web browswer is by far the most notable. This has a direct impact on the reliability and accessibility. You can use the web portal to participate in approval workflows and can even upload new content which can be especially handy with contract engineering relationships.
This quick video highlights some of the key capabilities that customers are enjoying as the technology is getting rolled out.
With the latest release of SolidWorks Enterprise PDM 2014, a new web portal has been included that give access to the EPDM vault with any web browser. This includes all mobile phones and tablets! Check out this video I made to highlight some of the key capabilities of the new web portal accessed through my iPhone. The direct integration with the eDrawing IOS app is amazing and when browsing SolidWorks Electrical PDF’s the embedded hyperlinks are amazing.
There is no additional licensing but it would be recommended to have a member of our EPDM implementation team setup the web portal for you as there are some subtle details which shouldn’t be missed.
Recently I have come across issues with NAS drives being used for the SolidWorks Enterprise PDM Archive. If you are considering using these appliances, please review the below statement, from SolidWorks, first.
Due to the many configurations and wide variety of virtual applications, Network Attached Storage (NAS), and Storage Area Network (SAN) appliances, it is not possible for SolidWorks to replicate all the permutations. SolidWorks therefore cannot certify the use of SolidWorks products operating in a virtual environment and on NAS and SAN devices.
The Enterprise PDM Vault, Workgroup Vault, and SNL license servers may operate without issue in these environments, however such configurations are unsupported.
The use of replication capabilities available with NAS and SAN devises may interfere with the Enterprise PDM Archive server replication.
Virtual environments force SolidWorks, eDrawings, and DraftSight to run in Software OpenGL mode resulting in significant graphics performance degradation
If software issues arise on an installation that utilizes these environments, SolidWorks and the Value Added Reseller will attempt to reproduce the issue on supported environments, and if validated, will pursue a solution.
On occasion I get asked why some folders or files are grey in the Local Vault View. A grey folder or file is a file that is located in the cache of the Local Vault View, but it is not present in the Archive vault. The following are some reasons why these grey folders or files would be present in your local vault view.
A Sandbox/test vault should be used when modifying or troubleshooting your vault. Working with a Sandbox vault can help prevent problems, with your production vault, when you make changes. Some changes such as modifying workflows, may result in problems that can take a very long time to resolve. It is highly recommended to test any change in your Sandbox vault, before applying these changes to your production vault.
One of the most common questions we receive from both new and experienced SolidWorks Enterprise PDM administrators is surrounding the procedure to update the EPDM licenses after an upgrade of the EPDM system or during the initial installation and setup of an EPDM System.
Take a look at the following clip as I take you through the process to update a license file with one that you would have received from the SolidWorks Customer Portal or via an email from your SolidWorks reseller.
If you are using SolidWorks Enterprise PDM to manage your documents, you are no doubt aware that EPDM offers Administrators an incredible amount of control over how the vault interacts with users and with your documents. However with great control comes … a great number of property screens and options to set.
While this in depth control is great, it does mean that if you wanted to, for instance manually copy a Group or Workflow from one vault to another, or provide a complete break down of all your vault settings to a support technician if something isn’t working correctly, it would very time consuming as there could be hundreds of individual settings involved.
That’s why being able to export individual Workflows, Users, Cards … or even the entire vault’s settings in a single step is a great time saver for PDM Administrators.
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