PDM Getting Started | Tab (Gui) | Computer File

Getting Started

SolidWorks Enterprise PDM 2012

Contents
Legal Notices....................................................................................................................iv 1 Welcome to SolidWorks Enterprise PDM.......................................................................7
Securely Accessing Files.........................................................................................................................7 Finding What You Need...........................................................................................................................7 Working As a Team.................................................................................................................................8 Managing Complex Projects....................................................................................................................8 Working with Familiar Tools.....................................................................................................................8

2 Creating a Local File Vault View....................................................................................9 3 Logging In and Out.......................................................................................................10 4 Enterprise PDM Explorer Views...................................................................................11
Displaying the File Vault Contents.........................................................................................................12 Using the File View................................................................................................................................12 Changing the View.................................................................................................................................13

5 Viewing Documents.....................................................................................................14
Viewing File History...............................................................................................................................14

6 Searching for Documents and Users...........................................................................16
The SolidWorks Enterprise PDM Search Tool Interface........................................................................16 Embedded Search Interface..................................................................................................................18 Using the Complete Search Form.........................................................................................................19 Saving a Search.....................................................................................................................................20

7 Checking Files In and Out............................................................................................21
Checking Files Out.................................................................................................................................21 Checking Files In...................................................................................................................................21

8 Adding Files to the Vault..............................................................................................23
Creating Files.........................................................................................................................................23 Creating Files from Templates...............................................................................................................23 Adding Existing Files..............................................................................................................................24

9 Workflows.....................................................................................................................25
Workflow States.....................................................................................................................................25 Workflow Transitions..............................................................................................................................25

10 Notifications................................................................................................................26
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Contents

Text Notifications...................................................................................................................................26 Notifying a User Who Has Checked Out a File................................................................................26 Automatic Notifications..........................................................................................................................26 Administrator-defined Notifications...................................................................................................27 User-defined Notifications................................................................................................................27

11 Tasks..........................................................................................................................28
Converting and Printing SolidWorks Files.............................................................................................29 Validating SolidWorks Designs..............................................................................................................29

12 Sharing Files..............................................................................................................30 13 References.................................................................................................................31
Checking Files with References In and Out...........................................................................................32 Copying References..............................................................................................................................32 Manually Adding File References..........................................................................................................32 Updating Broken File References..........................................................................................................32

14 Using Enterprise PDM in SolidWorks.........................................................................34
SolidWorks User Interface Additions.....................................................................................................34 Versioning SolidWorks Files..................................................................................................................36 SolidWorks File References...................................................................................................................36 SolidWorks File Properties.....................................................................................................................36

15 Bills of Material (BOMs).............................................................................................37
BOM Types............................................................................................................................................37 BOM Templates.....................................................................................................................................38 Using the Bill of Materials Tab...............................................................................................................38 Bills of Materials View............................................................................................................................40

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Legal Notices
© 1995-2011, Dassault Systèmes SolidWorks Corporation, a Dassault Systèmes S.A. company, 175 Wyman Street, Waltham, Mass. 02451 USA. All Rights Reserved. The information and the software discussed in this document are subject to change without notice and are not commitments by Dassault Systèmes SolidWorks Corporation (DS SolidWorks). No material may be reproduced or transmitted in any form or by any means, electronically or manually, for any purpose without the express written permission of DS SolidWorks. The software discussed in this document is furnished under a license and may be used or copied only in accordance with the terms of the license. All warranties given by DS SolidWorks as to the software and documentation are set forth in the license agreement, and nothing stated in, or implied by, this document or its contents shall be considered or deemed a modification or amendment of any terms, including warranties, in the license agreement.

Patent Notices
SolidWorks 3D mechanical CAD software is protected by U.S. Patents 5,815,154; 6,219,049; 6,219,055; 6,611,725; 6,844,877; 6,898,560; 6,906,712; 7,079,990; 7,477,262; 7,558,705; 7,571,079; 7,590,497; 7,643,027; 7,672,822; 7,688,318; 7,694,238; 7,853,940 and foreign patents, (e.g., EP 1,116,190 and JP 3,517,643). eDrawings software is protected by U.S. Patent 7,184,044; U.S. Patent 7,502,027; and Canadian Patent 2,318,706. U.S. and foreign patents pending.
® ®

Trademarks and Product Names for SolidWorks Products and Services
SolidWorks, 3D PartStream.NET, 3D ContentCentral, eDrawings, and the eDrawings logo are registered trademarks and FeatureManager is a jointly owned registered trademark of DS SolidWorks. CircuitWorks, FloXpress, TolAnalyst, and XchangeWorks are trademarks of DS SolidWorks. FeatureWorks is a registered trademark of Geometric Ltd. SolidWorks 2012, SolidWorks Enterprise PDM, SolidWorks Workgroup PDM, SolidWorks Simulation, SolidWorks Flow Simulation, eDrawings Professional, and SolidWorks Sustainability are product names of DS SolidWorks. Other brand or product names are trademarks or registered trademarks of their respective holders. COMMERCIAL COMPUTER SOFTWARE - PROPRIETARY The Software is a “commercial item” as that term is defined at 48 C.F.R. 2.101 (OCT 1995), consisting of “commercial computer software” and “commercial software documentation” as such terms are used in 48 C.F.R. 12.212 (SEPT 1995) and is provided to the U.S. Government (a) for acquisition by or on behalf of civilian agencies, consistent with the policy set forth in 48 C.F.R. 12.212; or (b) for acquisition by or on behalf of units of the department of Defense, consistent with the policies set forth in 48 C.F.R. 227.7202-1 (JUN 1995) and 227.7202-4 (JUN 1995).

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Microsoft Corporation. Massachusetts 02451 US. accept or reject such request. Portions of this software © 1998-2011 Geometric Ltd. All Rights Reserved. in the U. Acrobat. Inc. in its sole discretion. Patents 5. All Rights Reserved. the Adobe logo.289. Portions of this software © 2007-2011 DriveWorks Ltd. Siemens Industry Software Limited.S.In the event that you receive a request from any agency of the U. Siemens Industry Software Limited. 6. All rights reserved. ® Copyright Notices for eDrawings Products Portions of this software © 2000-2011 Tech Soft 3D. government to provide Software with rights beyond those set forth above. 6. ® ™ ™ ™ ™ ™ ™ Copyright Notices for SolidWorks Simulation Products Portions of this software © 2008 Solversoft Corporation. Portions of this software incorporate PhysX by NVIDIA 2006-2010. All Rights Reserved. and Education Products Portions of this software © 1986-2011 Siemens Product Lifecycle Management Software Inc. Adobe. This work contains the following software owned by Siemens Industry Software Limited: D-Cubed 2D DCM © 2011.943.929. For more SolidWorks copyright information. All rights reserved. Patents Pending. © 1992-2011 Oracle © 2011.S. v . Portions of this software © 2001-2011 Luxology. Portions of this software © 1996-2011 Microsoft Corporation. All rights reserved.639. Waltham. Protected by U. 5. see Help > About SolidWorks. Professional. and other countries. Copyright Notices for SolidWorks Enterprise PDM Product Outside In Viewer Technology. and its licensors.866. you will notify DS SolidWorks of the scope of the request and DS SolidWorks will have five (5) business days to. All Rights Reserved.S. D-Cubed AEM © 2011. D-Cubed CDM © 2011.364. 175 Wyman Street. D-Cubed 3D DCM © 2011. All rights reserved. the Adobe PDF logo. All rights reserved.754. Portions of this software © 1995-1998 Jean-Loup Gailly and Mark Adler. 6. Premium. Siemens Industry Software Limited. Siemens Industry Software Limited. LLC. All rights reserved. All Rights Reserved. 6.563. Portions of this software © 1998-2001 3Dconnexion. Distiller and Reader are registered trademarks or trademarks of Adobe Systems Inc.063. D-Cubed PGM © 2011. Contractor/Manufacturer: Dassault Systèmes SolidWorks Corporation. Copyright 1984-2010 Adobe Systems Inc.593. patents pending. Siemens Industry Software Limited. Copyright Notices for SolidWorks Standard. PCGLSS © 1992-2010 Computational Applications and System Integration.502.382.

Portions of this software © 1995-2010 Spatial Corporation. This software is based in part on the work of the Independent JPEG Group.Portions of this software © 1998-2011 Open Design Alliance. vi . All rights reserved.

and data cards described in this document are generic and will not reflect your company's customizations. See Logging In and Out on page 10. with added menu options. though other users can still view and copy the files. Use the tabs in the preview pane to identify files in the vault. 7 . Finding What You Need The Enterprise PDM user interface is integrated with Windows Explorer. and dialog boxes. See Enterprise PDM Explorer Views on page 11. so that no one else can make changes. store. workflows. change. which can be regularly backed up and shared by the whole product team. See Searching for Documents and Users on page 16. To access files. you create a working folder on your local computer called a file vault view. See Checking Files In and Out on page 21. Logging in to the file vault view lets you access files for which you have permissions. and approve design data. The project structures. See Viewing Documents on page 14. This chapter includes the following topics: • • • • • Securely Accessing Files Finding What You Need Working As a Team Managing Complex Projects Working with Familiar Tools Securely Accessing Files Data is stored in a central archive called a file vault. You check files out to edit them. toolbar buttons.1 Welcome to SolidWorks Enterprise PDM SolidWorks Enterprise PDM lets you and your project or product team members access. Use Enterprise PDM search to locate files and save and share frequently used searches. See Creating a Local File Vault View on page 9.

Welcome to SolidWorks Enterprise PDM Working As a Team You can copy files and folders into the vault or create them using Enterprise PDM commands. See Using Enterprise PDM in SolidWorks on page 34. You are notified when something needs your attention. You can view lists of the components of assemblies and drawings in Bills of Material (BOMs). See Sharing Files on page 30. The next person in the workflow is notified when you finish. You can convert and print the files you work on. 8 . See References on page 31. See Workflows on page 25. Managing Complex Projects You can check referenced documents in and out along with their parents. See Notifications on page 26. You can reuse information in multiple projects by sharing documents. Your team can use an automated workflow for review and approval. Working with Familiar Tools You can open documents from inside SolidWorks or other CAD applications. See Converting and Printing SolidWorks Files on page 29. See Adding Files to the Vault on page 23. See Bills of Material (BOMs) on page 37.

2 Creating a Local File Vault View A file vault is a central archive for files and the database that stores information about them. Click Start > All Programs > SolidWorks Enterprise PDM > View Setup. If the server is not listed: 1. Select location Under Attach location. In the Add server manually dialog box. To access files. Click Next. Select vaults Select a file vault. 2. • For all users on this computer. type or browse to the location for the file vault view on your local computer. Click Add. Select the archive server that contains the file vault. Under Attach type. enter the server name and port. 3. Click Next. select one: • Only for me. Click Close. Review actions Completed Click Finish. Screen Welcome Select servers Action Click Next. Complete the View Setup screens. 2. you create a local file vault view that connects directly to the file vault. To create a local view of a vault: 1. Click OK. Click Next. 9 .

no dialog box is displayed.3 Logging In and Out You must log in to Enterprise PDM to work on files in the vault. If a dialog box appears. type your User name and Password. the icon bar. To log in: 1. and click Log In. After you log in. Right-click this icon to: • • • • • • also appears in the notification area at the far right of the task Log off Log back in Exit Enterprise PDM Display the Inbox to view notifications Permit the execution of tasks on the computer Change how online Help is displayed 10 . 2. Click the Enterprise PDM icon next to the file vault name. If you are configured to log in automatically.

There are three Enterprise PDM Explorer views: File view Bills of Materials view Search view Lists the files in the vault. For the current folder. the Explorer window is modified to help you work with files in the vault. Shows the most recently used search. lists named BOMs and computed BOMs that have been activated. 11 .4 Enterprise PDM Explorer Views When you log in to Enterprise PDM through Windows Explorer. This is the default view. shown here.

The folder is not in your local view of the vault and does not exist in the vault database. For example. Files attached to the selected file. Right-click and select Add to File Vault. Configured list of files. sub-assemblies. The folder is local and does not exist in the vault database. (Not available on Windows 7 or Windows Vista operating systems). the file view. 2 3 4 5 6 7 8 9 File view Enterprise PDM toolbar buttons Preview Data Card Version Bill of Materials Contains Where Used This chapter includes the following topics: • • • Displaying the File Vault Contents Using the File View Changing the View Displaying the File Vault Contents The color of the folders you see when you expand the file vault indicates their status: Green Blue Gray Yellow The folder is in a vault and you have access to it. and parts of the selected file. Files that reference the selected file. Using the File View The top section of the right pane. Many of the commands are also available when you right-click on a selected file or folder. Files you can access. The state in the workflow. Properties of the selected file or folder. Under Editing or Waiting for Approval. Log in or right-click and select Online to access this folder. Version and workflow state of the file in the local file vault view. The Details view includes these key Enterprise PDM file properties: Checked Out By State Checked Out In The user who has checked out the file. displays the files and folders in the vault. 12 .Enterprise PDM Explorer Views 1 Enterprise PDM menus Contain commands you can perform on selected files or folders. Graphical and property preview of the selected file. The local path to the checked out file.

Changing the View The default view when you open a directory is file view. • Click Display > Show Search Results to display the most recently used search. 13 . To change the view. Files can be assigned a category to make it easier to organize them or assign them to workflows.Enterprise PDM Explorer Views Category The Enterprise PDM file category. Custom columns configured by your administrator may also appear in the file view. do one of the following: • Click Display > Show Bills of Materials to display named and activated BOMs in the current directory.

Right-click it and select display options. 3. To copy a specific version to the local vault view. drawings. A warning appears on the Version tab if the local version is not current with the file in the vault. Displays a Bill of Materials (BOM) for SolidWorks assemblies. The selected file is copied into your local file vault view.5 Viewing Documents To see additional information about a file. These options are not available if your user settings (assigned by your administrator) specify Always work with latest version of files. and weldment parts. click Actions > Get Version. Each file in the vault has a version that increments when it is modified and checked in. click Actions > Get Latest Version. The Contains tab lists files referenced by the selected file. This chapter includes the following topics: • Viewing File History Viewing File History You can view the history of version and state changes for files. Data cards are defined by your administrator to provide additional information about files. select it in the file view and click one of the right pane tabs. Select the file. The Where Used tab lists files that reference the selected file. To view a file’s history: 14 . Files are often interdependent and are associated with each other by references. Bill of Materials Contains and Where Used To change the local version: 1. Tab Preview Folder/File Data Card Version Description The preview appears on the left side. and select the version to copy. See References on page 31. To get the latest version stored in the vault. 2.

Compare the selected version of a file with the one immediately preceding it. select a version of the document to display its check in or transition details.Viewing Documents 1. • Print the history. Get the selected version as the active version in your file vault view. All versions more recent than the selected version are destroyed. Select a file and click Display > History or click History (Windows Explorer toolbar). • Save the file to a different name. you can also: • • • • View the file in the SolidWorks Enterprise PDM File Viewer. 2. Rollback to a selected version. In the History dialog box. From the History dialog box. 15 .

To display an embedded search. • Click Tools > EPDM Searches and select the search form to use. 16 . do one of the following: • Expand the Open Search (Enterprise PDM menu bar) flyout menu and click Search Tool. To display the Search tool. This chapter includes the following topics: • • • • The SolidWorks Enterprise PDM Search Tool Interface Embedded Search Interface Using the Complete Search Form Saving a Search The SolidWorks Enterprise PDM Search Tool Interface The SolidWorks Enterprise PDM Search Tool lets you search in a separate window that contains some features of the Windows Explorer browser for Enterprise PDM. do one of the following: • Click Open Search (Enterprise PDM menu bar).6 Searching for Documents and Users Enterprise PDM has two search methods: • The SolidWorks Enterprise PDM Search tool lets you search by for files and folders. • Click Display > View Search Results. and for metadata that is stored in the vault such as users and items. • An embedded search that displays in Windows Explorer makes it easy to search for files and folders.

Right-click a file name to open the pop-up file menu that displays most Enterprise PDM options. expand the vault to search. Search results Corresponds to the Enterprise PDM file view in Windows Explorer. The Complete Search form is shown. 3. Specify search criteria. 6 To search using the SolidWorks Enterprise PDM Search tool: 1.Searching for Documents and Users 1 2 3 4 5 Start Search Begin the search after specifying search criteria. Preview tabs Contains the same tabs as the preview tabs in Windows Explorer. Select the search form to use. 17 . In the top-left pane of the Search window. 2. In the upper-right pane. Under Favorites or Searches. use the search form to define the search. Favorites Searches Search form Save frequently used searches. In Windows Explorer. click expand the Open Search (Enterprise PDM toolbar) flyout menu and click Search Tool. 4. select the search method.

18 . Click Start Search (Enterprise PDM Search toolbar) orSearch > Start Search.Searching for Documents and Users 5. Embedded Search Interface Use an embedded search to perform file and folder searches directly in Windows Explorer. The search results appear in the middle pane.

by workflow status. See the online help for detailed information on entering search criteria for each tab. Display information about files you select from the search results list. Contains commands that apply to the selected file or folder. the commands are shown as toolbar buttons and the Help button appears on the Enterprise PDM menu bar. The search results must meet all search criteria. user name. 3 Enterprise PDM menu Contains menus of commands that can be performed for the bar selected file or folder. Using the Complete Search Form Use the Complete Search form in the SolidWorks Enterprise PDM Search tool or in an embedded search to specify a wide range of search criteria. etc. When you are logged in to an Enterprise PDM vault. These tabs are also available in file view. The Complete Search form has these tabs: 19 . Provides access to the commands used for an embedded search. In search view.Searching for Documents and Users 1 2 Navigation pane Windows Explorer toolbar Lets you browse vaults and folders. the menu bar contains additional buttons that are used to perform searches. In Windows XP. Shows the files and folders found in the search. for a specific variable value in a data card. 4 5 6 7 Search card Search results Search view tabs Search toolbar Displays the card you selected so that you can specify search criteria. the Help button on the Windows Explorer toolbar opens the SolidWorks Enterprise PDM File Explorer help. The search criteria are cumulative. You can search by filename.

5. Label History Content File labels. Click Add to Favorites (Enterprise PDM Search toolbar) or Search > Add to Favorites. When you select a favorite search it is run immediately against the current contents of the file vault. Saving a Search Save frequently run search criteria as favorites. type a name for the favorite. the user who created the version. Text in file content (limited to text-based files) and file properties. 4. To save a search: 1. Checked in/Out Version Data Files checked out or not checked out by users. Specify a comment entered when the version was created. 3. Select a workflow state. Workflow Workflow states. Set up search criteria. or date limits. or date limits. Click OK 20 . Text in file histories. The tab helps you to use Boolean values to specify the variables. a user who has made transitions. Select the users and groups that can see the favorite and choose whether they can edit it. 2. Cards Variables Data card values. The value of variables stored in files. If you specify a location.Searching for Documents and Users Tab Name and Location Search based on File or folder names and locations. File versions. In the Add to Favorites dialog box. it is used in conjunction with the search criteria on other tabs.

7 Checking Files In and Out When multiple users have access to files. To check files in: 1. so that the file no longer resides in your local file vault view 21 . The checked out status of files is shown in the file view. • Select Remove Local Copy. • Review warnings. (Windows Explorer toolbar) or right-click the file • If the file does not contain references. If you add files to your local file vault view. This creates a new version of the file that other users view and copy. This chapter includes the following topics: • • Checking Files Out Checking Files In Checking Files Out You must check files out to edit them or change their properties. Optionally. the Check Out dialog box opens. checking them in and out prevents conflicts. the version number is not incremented. To check files out: Select the file and click Check Out and click Check Out. you can: (Windows Explorer toolbar) or right-click the • Check your changes in but retain control of the file by selecting Keep Checked Out. select referenced files to check out and click OK. its version number is incremented and it becomes available for checkout by others. for example. Contains. In the Check in dialog box. Select the file and click Check In file and select Check In. 2. Checking Files In When you modify a file and check it in. on the File Data Card. See Adding Files to the Vault on page 23. If you add a comment. • If the file contains references. Other users cannot change them but they can still open them for viewing and copying. the check out is complete. If you do not make changes. it can be used in searches. you must check them in to make them accessible to other users. the warning The file is not updated indicates that you need to rebuild each configuration in that file in SolidWorks. and Where Used tabs.

Checking Files In and Out • Enter a Comment to identify your changes. You can search on comments. Click Check In. This field is unavailable if you have not made changes. 3. 22 .

assembly. you can: • Create new folders and files directly in the vault • Add existing folders and files to the vault To give others access to files you add. Right-click in the file view and select: For a folder For a file New > Folder New > application where application is the application used to create the file. 2. SolidWorks. navigate to the destination in the vault. Complete the information In the Folder/File Data Card and click Stores data in card (Data Card toolbar). 3. Creating Files from Templates Templates provide default starting points for files that are commonly used in a project. or Microsoft Word. To create folders or files in the vault: 1. Complete data cards to make files easier to manage. such as specifications or part.8 Adding Files to the Vault You can see all files added and checked in to the vault by your team. you must check the files in. To add your own files to the vault. Type the folder or file name. 4. In Windows Explorer. To create files from templates: 23 . This chapter includes the following topics: • • • Creating Files Creating Files from Templates Adding Existing Files Creating Files You can create folders or files from applications such as Windows Explorer. and drawing documents.

Right-click in the file view. 24 . 2. you can use Windows Explorer to drag files and folders into the vault. After you add the files. Verify or add information to the data card and click Stores data in card Card toolbar). you must check them in to make them accessible. The data card for the file is displayed if Show file data card when file is created is specified for the template. (Data Adding Existing Files You can add files and folders that were created outside the vault by using standard Windows copy and move techniques. The top of the menu lists the available templates. 3.Adding Files to the Vault 1. For example. Select a template.

Workflow Transitions You can transition a document from one state to another. For transitions with dynamic notifications.” Documents are moved from one state to another by defined actions called transitions. changing state can also: • Change a document’s revision number • Automatically send notifications to other users.” Your administrator sets up workflow permissions and states. right-click. verify that Change State is selected for all files. Select the files. To change a workflow state: 1. Depending on how your administrator has set up the workflow. 3. with optional dynamic notification features See User-defined Notifications on page 27. 25 . In the Do Transition dialog box.9 Workflows Workflows represent your development process. and select Change State and the state transition to use. 5. Click OK. 2. They define the life cycle of a document. For example. “Submit for approval. which is added to the file history. or process by specifying the states a document goes through. 4. enter a Notification comment and a recipient. This chapter includes the following topics: • • Workflow States Workflow Transitions Workflow States Each document has a workflow state such as “Under editing” or “Waiting for approval. Check in the files whose state you want to change. project. 6. Enter a state transition Comment.

an Explorer window opens with the file selected. 2. 3. Clicking the icon Notifying a User Who Has Checked Out a File To send a text message to the person who has checked out a file: 1.10 Notifications Enterprise PDM notifications provide a way to manually or automatically communicate changes between team members. Click Send. the Enterprise PDM icon the notification area changes to indicate that there is a message displays the message. To send text messages to team members: 1. and click Send. Type the message text. 2. Right-click the file in the vault and click Notify > User who has checked out file. you might want to ask the user to check the file in so you can modify it. This chapter includes the following topics: • • Text Notifications Automatic Notifications Text Notifications You can use notifications to send the equivalent of e-mail messages to other team members. Specify a recipient. For example. Right-click in the file view and click Notify > A Colleague. The recipient is already selected and a link to the selected file is embedded in the message. 26 . When the recipient clicks the link. type a message. on the right side of . When the recipient logs in to the vault. Automatic Notifications Notifications can be sent automatically as a result of changes to the file vault.

Setting Up Custom Notifications To set up custom notifications: 1. 3. For example. 2. In the Notification Editor. users can add notification comments and select recipients. 2. To set up automatic notification for an individual file: 1. Click Tools > Notify > Me when Notification Editor. Right-click the file and select Notify. 27 . Select an option to specify when you are notified. modify. Use the Folder Assignment and File Assignment tabs to add. User-defined Notifications You can set up notifications to be sent to yourself when changes are made to files. If an administrator selects the dynamic notification option. use the Folders tab to see the notification settings for folders in the vault. a notification can alert the next person in the document’s life cycle to take action on the file.Notifications Administrator-defined Notifications Your administrator can configure notifications to be sent when the workflow state of a document changes. and remove notification assignments. Use the Enterprise PDM Notification Editor to create customized multiple notification assignments for individual files and entire folders.

• Specify whether a task input card is displayed when you launch the task This chapter includes the following topics: • • Converting and Printing SolidWorks Files Validating SolidWorks Designs 28 . click Help in the Task dialog boxes. Tasks your administrator can configure include: Convert Files Design Checker Print Files Converts files to specified format. and monitor tasks that team members perform frequently on Enterprise PDM files. Validates selected SolidWorks documents in the vault using standards created in the SolidWorks Design Checker add-in. Your administrator might have chosen different names for these tasks. For details about completing task. You might see additional or differently named commands. right-clicking. and clicking Tasks > task_name. Polish. To configure tasks. Korean. administrators: • Name the command that appears in the menu By default. you can use administrator-defined tasks to convert or print SolidWorks files from File Explorer. you can initiate them by selecting files. the commands Convert Files. The task help appears in English for the following languages: Czech. traditional Chinese. You can also validate SolidWorks document designs. • Assign permissions Task commands are only visible if you have permission to initiate the tasks. Design Checker.11 Tasks If you have permission. • Select users or groups to be notified when a conversion or print task succeeds or fails Notifications appear in your Enterprise PDM Inbox. How you use a task depends on how your administrator sets it up. • Set task defaults such as conversion and printing settings • Specify which default settings you can change Settings you can edit are shown in the task's dialog box. run. and Print Files are grouped under a Tasks submenu. If your administrator has configured one or more of these tasks. Prints files according to options you set. Administrators use the Task feature in the Administration tool to configure.

change the settings in the dialog box that appears. In the Design Checker dialog box: a) Select the Design Checker Standards file to use. 29 . 4. 2. To convert or print a file: 1. 3. 2. provide additional information need to complete the task and click OK. Select one or more files. b) If you want SolidWorks to correct failed design checks. If a second dialog box appears. Right-click and click Tasks > Design Checker. 4. 5. you can convert or print SolidWorks files by selecting a convert or print command. d) Specify the log file path.Tasks Converting and Printing SolidWorks Files If you have permission. Select one or more files. 3. You must first create a Design Checker Standards file using the SolidWorks Design Checker add-in. Right-click and click Tasks > task_name. The default commands are Convert Files and Print Files. Validating SolidWorks Designs You can validate SolidWorks designs by selecting the Design Checker task. To validate the design of a SolidWorks file: 1. Launch the task by clicking OK for conversion tasks or Print for print tasks. Optionally. Launch the task by clicking OK. select Auto correct all failed checks c) Select how Design Checker reports are handled.

The modifications are saved to all instances of the file. Check the file out from the source location or a shared location. 2. Shared files are marked with a yellow plus-sign in the icon in the Windows Explorer view. 2. To view updates locally. To share files: 1. Right-click the destination folder and select Paste Shared. Right-click the file and select Copy. Check the file in to the same location. All other instances of the file are checked out. Open and edit the file from the location where you checked it out. To work with shared files: 1. 30 . get the latest version of the file.12 Sharing Files You can share a file between two project folders so that changes made to it are automatically updated in all locations in the vault. 3.

13 References CAD files typically have references that tie parts to assemblies. For example: Assembly Versions Parts Versions Base Cat Gym Version 2 Version 5 Column Version 2 Base Cat Gym Version 3 Version 7 Column Version 3 Versions as shown on the Contains tab When you use the Get Version option to retrieve a specific version of the parent file. To see the reference versions associated with each version of a parent file: 1. or parts and assemblies to drawings. the correct referenced versions are retrieved. Select the parent file version and view the reference file versions in the list. This chapter includes the following topics: • • • • Checking Files with References In and Out Copying References Manually Adding File References Updating Broken File References 31 . An assembly can reference SolidWorks Simulations files in addition to parts. and drawings. sub-assemblies. When you save a version of the parent (referencing) file. it is associated with the current versions of its referenced files. 2. Select the parent file and click the Contains tab. These references are stored in the Enterprise PDM database as part of a document’s metadata. Referenced drawings may not be in the same directory as the assembly.

Copying References You can copy a parent file with all its references to create a second instance unrelated to the original. Right-click the parent file and select Check Out.References Checking Files with References In and Out When you check out a file with references. 5. Updating Broken File References You can use the Update References command to repair broken file references. • To change whether a referenced file is in the BOM. To verify the references. Right-click the files you want to reference and select Copy. 5. • Show in Bill of Materials: Includes the file in the parent file’s BOM. and images so that when you open the parent file. When you check in a file with references. 6. 2. 3. Examples: • 3D component of a motor with the PDF specification file • Digital image of a building with the renovation drawing in SolidWorks To create a reference: 1. 4. Right-click the parent file and select Check In.slddrw) references. 3. In the Edit User-Defined File References dialog box: • To remove a reference. you can also check out referenced files. • Add Reference: Creates a reference to the file. Click OK. Right-click the parent file and select Paste as Reference. set options and click OK. 32 . Manually Adding File References You can create references (links) between documents such as PDFs. select or clear Show in Bill of Materials. 2. 4. In the Create File References dialog box. clear Referenced. click Edit user defined reference. including drawing (. Check in the parent file. For example. you can copy a document set to use it as the basis for a new document set. On the Contains tab. The newly copied parts start with a new version history. spreadsheets. you can check in the referenced files at the same time. Check out the parent file. • You can repoint references to existing files in the vault. select the parent file and select the Contains tab To modify or remove a reference: 1. you can open referenced documents at the same time.

References • If the referenced files are outside the vault. 2. 33 . and click Next. Warning messages appear when you try to check files with broken references into the vault. In the Find Files wizard. 3. To update a reference. Click OK in the Update References message box. 8. you can locate them. select the folder to search. Files that meet your search criteria are listed. update the references. click Find Files (Update References toolbar). specify how the search should be performed. 6. cancel the check in and complete the following procedure: 1. Menu options in the Update References dialog box let you: • • • • • Save the file list as a CSV file Open the file list in Excel Change the view of columns Replace a selected reference Add a file to the vault if it is found outside the vault See SolidWorks Enterprise PDM File Explorer Help: Updating File References for more information. 7. Select a file with broken references. and add the files to the vault. expand the list and select the file to use. 4. The Update References dialog box opens. To update the references. in the Update column. If a warning indicates that a file cannot be found. • You can replace existing references. If the Found in column indicates that there are multiple matches. 5. check the box and click Finish. Click Tools > Update References. Click Update to save the reference paths that are shown in the Found In column to the parent file. listing all references and identifying those that are missing.

select Tools > Add-Ins. To enable the add-in: 1. the Enterprise PDM menu and task pane provide access to and information about files in the vault. 34 . select both Active Add-Ins and Start Up for SolidWorks Enterprise PDM. In the Add-Ins dialog box. This chapter includes the following topics: • • • • SolidWorks User Interface Additions Versioning SolidWorks Files SolidWorks File References SolidWorks File Properties SolidWorks User Interface Additions When Enterprise PDM is added in to SolidWorks. 2.14 Using Enterprise PDM in SolidWorks The Enterprise PDM client for SolidWorks lets you access the vault from within the SolidWorks application. In SolidWorks.

To check out a file from the graphics window or task pane: 1. Select the file in the graphics window.Using Enterprise PDM in SolidWorks To open a vault file from SolidWorks: 1. 2. from the SolidWorks Enterprise PDM tab on the task pane. (SolidWorks Enterprise PDM task pane toolbar) or right-click and If the file you are checking out contains references to other files. If you open a file without checking it out. 3. navigate to the file in the vault. Click Check Out select Check Out. the Check Out dialog box opens. In the Open dialog box. 35 . If the file you are checking out contains references to other files. 3. Select File > Open. the Check Out dialog box opens. 2. you can check it out later from the task pane or from the FeatureManager design tree. Select the files to check out and click Check Out. or from the FeatureManager design tree. Click Open and click Yes at the prompt to check out the file.

properties you specify for the file data card appear in SolidWorks. the dependent document changes also. or keywords and use them to search for a file or display information about it. When you open a file. an external reference is created when one document is dependent on another document for its solution. Similarly. the subject. ensure that Get is checked for all files. To retrieve the latest version of an assembly and its referenced parts: 1. if you create a SolidWorks document from within Enterprise PDM.Using Enterprise PDM in SolidWorks Versioning SolidWorks Files Enterprise PDM lets you modify files. If there is no local version of the file. the latest version from the file vault is opened. In the SolidWorks Enterprise PDM task pane. Click File > Properties. To retrieve a specific version of an assembly and the appropriate versions of its referenced parts: 1. See SolidWorks File References on page 36. the author name. and select the Custom tab to view these properties. Referenced files can be stored in multiple locations. some of its properties are added to the file data card. 36 . right-click the assembly file and select Get Latest Version. If the referenced document changes. SolidWorks File References Enterprise PDM does not change the way SolidWorks references or searches for files. The SolidWorks commands Find References and List External References show the references and their locations. In the Get dialog box. In the Get dialog box. You can add properties such as a descriptive title. and click Get. SolidWorks File Properties SolidWorks has unique properties that are more suited to engineering than the default properties associated with other Windows documents. you get the local version by default. The interaction of references and versioning is important because SolidWorks assemblies and drawings reference sub-assemblies and components. In SolidWorks. When you add a SolidWorks document to a file vault. 2. right-click the assembly file and select Get . In the SolidWorks Enterprise PDM task pane. select the version of the assembly and click OK. retain a history of all file changes. and retrieve older versions of files. 2.

A weldment BOM lists each component in the weldment part with its total length. or weldment part in the file view. • SolidWorks BOMs are BOM tables in SolidWorks assemblies and drawings. You can also check the named BOM in and out and use it in your workflow. for updating named BOMs. You can also edit quantities and variable values in a computed BOM if you check out the assembly or drawing and components on which it is based. You cannot add items to a computed BOM. Enterprise PDM displays the BOM table you maintain in SolidWorks. You can update a named BOM to a new version of the assembly or drawing. You can check out BOM components and change BOM data card properties. • Weldment Cut Lists and Weldment BOMs are for weldment parts. the Bill of Materials tab displays a table of the components in the file. drawing. and for many named BOM editing features. 37 . A cut list contains the cut lengths and quantities of the components. • Named BOMs are editable BOMs that you create from computed BOMs or SolidWorks BOMs. and weldment cut lists. or change its state.15 Bills of Material (BOMs) Enterprise PDM includes functionality to help you display and work with bills of material (BOMs). When you select an assembly. check it in or out. weldment BOMs. Computed BOMs reflect BOM exclusions you make in the SolidWorks assembly and components. Enterprise PDM requires SolidWorks 2009 or later files for displaying SolidWorks BOMs. Named BOMs are specific to the version of the assembly or drawing used to create them. You cannot edit the BOM in Enterprise PDM. This chapter includes the following topics: • • • • BOM Types BOM Templates Using the Bill of Materials Tab Bills of Materials View BOM Types You can work with these types of BOMs in Enterprise PDM: • Computed BOMs are automatically calculated from the SolidWorks components in an assembly or drawing.

Your administrator can create multiple BOM templates based on different data card variables.Bills of Material (BOMs) BOM Templates The fields shown in computed BOMs. Cost. and weldment cut lists depend on BOM templates that your administrator configures. BOMs for engineers or designers might have Quantity. while BOMS for purchasing managers have Vendor. 38 . More editing options are available for named BOMs than for other types. weldment BOMs. Description. For example. and Material columns. Using the Bill of Materials Tab The options available on the Bill of Materials tab depend on the type of BOM you select. Your administrator also controls user access to BOMs. The BOMs available on the Bill of Materials tab depend on your permissions. and Part Number columns.

When unchecked. When checked. When you select a subassembly from the tree. Displays a computed or SolidWorks BOM in the Bill of Materials view. Top Level Only. Y Y Y N Y Y N Y N Y Y N Show Selected Y N N N As Built Y N N N Save BOM. (Read-only) Computed SolidWorks Named Y N Y N Y N Weldment Y N Configuration Configuration for the displayed BOM. Parts Only. BOM Display Switch to BOM View/File View Search Compare BOM Filter Select from Indented.csv file. Y Y Y Y Y N N Y Y N N N Y Y Y N N Y N N Y N N N Show/Hide Toggles the display of the Tree BOM tree structure. Compares two BOMs and highlights the differences. Saves a modified BOM. Source file for the BOM. Open as CSV file Opens the BOM in Microsoft Excel. Saves a BOM as a named Save as BOM or as a . Displays BOM rows that match filter criteria. Searches BOM text based on keywords. shows the latest versions of components in the assembly. shows the versions used in the selected version of the assembly. Source Version Activated Selects the version displayed. includes the selected component in the list. Save Save BOM. Toggles between the Bill of Materials view and the file view. Y Y N Y Y N Y Y Y Y Y N 39 .Bills of Material (BOMs) Option BOM Source Description Selects a type of BOM.

Select the assembly in the file view. The lower pane contains most of the options on the Bill of Materials tab in the Files view. Named BOMs are displayed automatically. On the Bill of Materials tab. under BOM Properties. 2. or History. To display computed BOMs: 1. 40 . select Activated. Change State. Checks in a named BOM.Bills of Material (BOMs) Option Position Numbers Check In Description Adds detailed position numbers. Right-click a named BOM to access commands such as Check In. Computed SolidWorks Named N N N N N N Y Y Y Weldment N N N Check Out Checks out a named BOM. Bills of Materials View Click Display > Show Bills of Materials to display BOMs in the Bills of Materials view.

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