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EPDM – Preventing Users from Checking In files if References are Outside the Vault

Article by Joe Medeiros, CSWE created/updated December 18, 2014

Some users get into bad habits of working with files both in outside of the vault.  This will lead to issues, when other users open a document that references, files that were saved outside the vault. When another user attempts to open an assembly or drawing that contains files that were saved outside the vault, SolidWorks will report that these files cannot be found. To prevent this, in the User/Group Properties we can change the Warnings behavior to prevent check-in, if a referenced files are outside of the vault. Under the Warnings tab of User/Group Properties, select check-in from the Affected operation pull-down and select Outside SolidWorks Enterprise PDM.  Affected operations

The stop sign indicates that this condition will prevent files from being checked in.  The user will see the same stop sign when they attempt to check and files that are outside the vault.

outside vault

The check-in button is grayed out, preventing the user from checking in files, until all files are in the vault.

 

checkin greyed out

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Joe Medeiros, CSWE

Joe Medeiros is a SOLIDWORKS and PDM Certified Expert. He has been helping SOLIDWORKS users with training, mentoring and implementations since 1998. He combines industry experience with a thorough understanding of SOLIDWORKS products to assist customers in being successful. He shares his experience and expertise through blogs; one of which has been incorporated into the SOLIDWORKS Essentials training manual.

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