SOLIDWORKS Enterprise PDM 2015 Administration Guide

525 Pages·2014·4.47 MB·English

ADMINISTRATION GUIDE
SOLIDWORKS ENTERPRISE PDM 2015
Contents
Legal Notices...............................................................................................................14
1 Introducing the Administration Tool..........................................................................17
Configuring SOLIDWORKS Enterprise PDM....................................................................................17
Modifying Local Settings...................................................................................................................20
ManagingWebServer.......................................................................................................................20
Starting the Administration Tool........................................................................................................21
Recently Used List............................................................................................................................21
Viewing Administrative Change History............................................................................................22
2 Local Settings...........................................................................................................23
Group Policies...................................................................................................................................23
Log File..............................................................................................................................................23
ViewingtheSOLIDWORKSEnterprisePDMLogFile.................................................................24
Displaying Event Details..............................................................................................................24
Copying the Local Log File..........................................................................................................25
Log File Dialog Box......................................................................................................................25
Settings Dialog Box...........................................................................................................................26
SettingsDialogBox-AutomaticLogin.........................................................................................26
SettingsDialogBox-ExternalReferencesTab...........................................................................27
Settings Dialog Box - Zip Program Tab.......................................................................................27
3 Vaults........................................................................................................................29
Creating and Distributing Vaults........................................................................................................29
Vault Creation..............................................................................................................................29
Creating Local Vault Views..........................................................................................................37
DistributingaVaultViewUsingActiveDirectory..........................................................................42
DistributingaVaultViewinaWANEnvironment.........................................................................44
File Vault Properties Dialog Box..................................................................................................48
AddServerDialogBox.................................................................................................................49
Collecting Support Information..........................................................................................................49
Deleting a Vault.................................................................................................................................51
Logged in users Dialog Box.........................................................................................................51
Remove File Vault Dialog Box.....................................................................................................52
Vault Settings....................................................................................................................................52
ExportingVaultSettings...............................................................................................................52
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Contents
Importing Vault Settings...............................................................................................................53
Vault Archives...................................................................................................................................60
Archive Compression and Cleanup.............................................................................................61
CompressingaVaultArchive.......................................................................................................61
Archive Server Cleanup...............................................................................................................62
Activating the Compression or Cleanup Manually.......................................................................63
Cold Storage Schemas.....................................................................................................................63
Creating a Cold Storage Schema................................................................................................64
ExampleofUsingColdStorage...................................................................................................65
Cold Storage Schema Dialog Box...............................................................................................65
Enterprise PDM Reports...................................................................................................................68
Formatting a Report Query..........................................................................................................68
Creating a Transaction-SQL Query.............................................................................................75
ExecutingaReportQuery............................................................................................................76
4 Archive Servers........................................................................................................77
AddinganArchiveServer..................................................................................................................77
Logging In to an Archive Server........................................................................................................78
Refreshing an Archive Server...........................................................................................................78
RemovinganArchiveServer.............................................................................................................79
Viewing an Archive Server Log File..................................................................................................79
CopyingtheArchiveServerLogFile.................................................................................................79
Displaying Unreplicated Files............................................................................................................80
Identifying the Server Where a File is Replicated.............................................................................80
Collecting Support Information..........................................................................................................80
Add Server Dialog Box......................................................................................................................82
Server Properties..............................................................................................................................82
Archive Status Dialog Box.................................................................................................................82
Replication.........................................................................................................................................83
Replication Settings Dialog Box...................................................................................................84
New Replication Schema Dialog Box..........................................................................................84
Advanced Schema Settings Dialog Box......................................................................................86
5 Enterprise PDM Add-ins...........................................................................................88
InstallingEnterprisePDMAdd-ins.....................................................................................................88
Installing Add-ins for Debugging.......................................................................................................89
Add-in Properties Dialog Box............................................................................................................89
Debug Add-ins Dialog Box................................................................................................................90
6 Dispatch....................................................................................................................91
InstallingtheDispatchAdd-In(32-Bit) ..............................................................................................91
InstallingtheDispatchAdd-In(64-Bit)...............................................................................................92
Accessing Dispatch...........................................................................................................................92
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Contents
Creating Dispatch Action Scripts.......................................................................................................93
Administrate Actions Dialog Box..................................................................................................93
Edit Action Dialog Box.................................................................................................................94
Editing Dispatch Scripts..................................................................................................................111
CreatingVariablesforDispatchScripts...........................................................................................112
Set variables Dialog Box............................................................................................................114
Functions for Variables..............................................................................................................115
Exporting Dispatch Scripts..............................................................................................................120
Importing Dispatch Scripts..............................................................................................................121
7 Bills of Materials.....................................................................................................122
SupportedBOMTypesinEnterprisePDM......................................................................................122
CreatingBillofMaterialsTemplates................................................................................................123
UsingtheWeldmentCutListBOMType.........................................................................................124
BillofMaterialsDialogBox..............................................................................................................125
8 Data Cards.............................................................................................................131
Types of Data Card.........................................................................................................................131
OpeningtheCardEditor..................................................................................................................132
Card Edit - Select File Vault Dialog Box....................................................................................132
Creating a Data Card......................................................................................................................133
Saving Data Cards..........................................................................................................................133
Data Card Inheritance................................................................................................................134
SavingaModifiedDataCardtoaSpecificFolder.....................................................................136
ModifyingaDataCard.....................................................................................................................137
AddingCardControlstoaDataCard..............................................................................................137
Adding Control Logic to a Control...................................................................................................139
Aligning Data Card Controls............................................................................................................139
Glueing Data Card Controls............................................................................................................140
Exporting a Data Card.....................................................................................................................141
Importing a Data Card.....................................................................................................................141
CreatingaSearchCardUsinganSQLList.....................................................................................141
CreatingaSearchCardwithPreselectedValues......................................................................142
Input Formulas................................................................................................................................142
UsinganInputFormula..............................................................................................................143
Using Input Formula Aliases......................................................................................................144
Input Formula Functions............................................................................................................145
Working with Controlled Tabs.........................................................................................................150
ControlledTabExample1-ControllingVisibilityofTabs..........................................................150
ControlledTabExample2-ManagingAccesstoaControl......................................................151
Assigning Default Values................................................................................................................152
AssigningaDefaultValuetoaDateVariable............................................................................152
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Contents
Using a Serial Number as a Default Value................................................................................153
CardEditorControlsToolbar...........................................................................................................154
Card Properties..........................................................................................................................155
Open/SaveAsCardDialogBox.................................................................................................161
Image Properties........................................................................................................................162
Text Properties...........................................................................................................................162
Frame Properties.......................................................................................................................163
Edit-box Properties....................................................................................................................164
Button Properties.......................................................................................................................167
Radio-button Properties.............................................................................................................168
Combobox Properties................................................................................................................171
Droplist Properties.....................................................................................................................173
Combolist Properties..................................................................................................................176
Listbox Properties......................................................................................................................178
Tab Properties...........................................................................................................................181
Checkbox Properties..................................................................................................................181
Date Field Properties.................................................................................................................183
Card Search Control..................................................................................................................186
Variable Search Control.............................................................................................................186
Grid Settings Dialog Box............................................................................................................186
Controlled by Variable Dialog Box.............................................................................................186
9 Card Lists...............................................................................................................188
CentralCardLists............................................................................................................................188
Creating a Text-based Card List.....................................................................................................188
CreatingaCardListfromanSQLSource.......................................................................................188
Creating Dynamically-controlled Card Lists....................................................................................189
UsingAliasesinCardLists..............................................................................................................191
Creating an Alias List.................................................................................................................191
CopyingandPastingAliasCardListValues..............................................................................191
Using an Alias List in a Data Card.............................................................................................192
SQLQueryExamples......................................................................................................................192
RetrievingSQLValues from a Linked Server Source.....................................................................193
List Dialog Box................................................................................................................................194
10 Categories............................................................................................................196
Creating Categories........................................................................................................................196
Category Dialog Box.......................................................................................................................197
Creating Conditions for Categories.................................................................................................199
Editing Categories...........................................................................................................................200
Deleting Categories.........................................................................................................................200
ShowUsageDialogBox..................................................................................................................200
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Contents
Example-AssigningCategoriesbyFileType.................................................................................200
Example-AssigningCategoriesbyVariableValue........................................................................201
11 Columns...............................................................................................................203
CreatingaFileListColumnSet.......................................................................................................203
Creating a Search Result Column Set............................................................................................204
Adding a Column Set to a Search Card..........................................................................................205
Customizable Columns Dialog Box.................................................................................................205
New Configuration Dialog Box........................................................................................................208
12 File Types.............................................................................................................210
Setting File Type Properties............................................................................................................210
FileTypePropertiesDialogBox......................................................................................................210
PreventingDuplicateFileNamesintheVault.................................................................................212
Duplicate File Name Check Dialog Box..........................................................................................212
13 Importing and Exporting Data...............................................................................213
Importing Variable Values...............................................................................................................213
CreatinganXMLFile.......................................................................................................................214
XMLFileStructureandExample.....................................................................................................214
Creating an Import Rule..................................................................................................................216
Import Rule Dialog Box...................................................................................................................217
CreatinganAliasSet.......................................................................................................................218
XML Variable Alias Sets Dialog Box...............................................................................................218
Creating an Export Rule..................................................................................................................218
Export Rule Dialog Box...................................................................................................................220
Working with Transition Actions......................................................................................................224
Troubleshooting Tips.......................................................................................................................225
14 Indexing the Vault.................................................................................................226
Setting Up Indexing.........................................................................................................................226
IndexingVaultArchivesonaSQLServerSystem..........................................................................227
Configuring the Index Service on a Non-SQL Server System........................................................228
Removing a Vault Index..................................................................................................................228
Indexing Settings Dialog Box..........................................................................................................228
Edit File Vault Archive Folder Path Dialog Box...............................................................................229
15 Items.....................................................................................................................230
Item Folders....................................................................................................................................230
Configuring Items............................................................................................................................231
ConfigureItems- ItemID...........................................................................................................232
Configure Items - Descriptive Name..........................................................................................232
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Contents
16 Installing and Configuring SolidNetWork Licensing.............................................234
ConfiguringtheSolidNetWorkLicenseServerfortheFileVault.....................................................234
UsingSolidNetWorkLicenseServerwithFirewalls.........................................................................235
ModifyingSolidNetWorkLicenseManagerSettingsforWindowsFirewall................................235
SolidNetWork License Administration.............................................................................................236
Starting the SolidNetWork License Manager.............................................................................236
Troubleshooting SolidNetWork Licenses...................................................................................236
Licensing.........................................................................................................................................237
License Types............................................................................................................................237
Changing the Client License Type.............................................................................................237
ViewingVersionInformationforNon-clientSystems.................................................................238
ViewingVersionInformationfor ClientSystems........................................................................238
Adding and Modifying SolidNetWork License Server................................................................238
Set License Dialog Box..............................................................................................................239
17 Message System..................................................................................................241
Types of Message System..............................................................................................................241
Configuring the Message System...................................................................................................243
Message System - General Tab................................................................................................243
Message System - SMTP Settings Tab.....................................................................................244
Test Settings..............................................................................................................................244
Example: Using the Database Message System............................................................................245
18 Revision Numbers................................................................................................246
Creating Revision Numbers............................................................................................................247
RevisionNumberComponentPropertiesDialogBox................................................................247
RevisionNumberPropertiesDialogBox....................................................................................248
Show Usage Dialog Box............................................................................................................249
Setting Revision Numbers Manually...............................................................................................249
Setting Revision Numbers Automatically........................................................................................249
Assigning Revision Numbers to Workflow States...........................................................................250
Example - Changing Revision Numbering for Different Workflow States.......................................251
Example-CreatingRevisionNumberswithMajorandMinorCounters.........................................252
Example-MappingaRevisionNumbertoaDrawingTitleBlock...................................................253
19 Serial Numbers.....................................................................................................255
Creating a Serial Number from a String..........................................................................................255
Creating a Serial Number from an Add-in.......................................................................................256
AddingaSerialNumbertoaDataCard..........................................................................................257
UsingSerialNumberstoAutomaticallyNameFiles........................................................................257
SerialNumberPropertiesDialogBox..............................................................................................258
Serial Number Dialog Box...............................................................................................................259
7
Contents
20 Tasks...................................................................................................................261
Adding Tasks to a Vault..................................................................................................................262
PermittingTaskExecution...............................................................................................................263
Task Host Configuration Dialog Box..........................................................................................264
Creating a New Task.......................................................................................................................264
Task Properties - Add-in............................................................................................................266
TaskProperties-ExecutionMethod..........................................................................................266
Task Properties - Menu Command............................................................................................268
Task Properties - Script.............................................................................................................268
Task Properties - Scheduling.....................................................................................................273
Task Properties - Permissions...................................................................................................275
Task Properties - Success Notification......................................................................................276
TaskProperties-ErrorNotification............................................................................................277
ConfiguringtheConvertTask..........................................................................................................277
EnablingSaveas3DPDFintheConvertTaskScript...............................................................279
ConvertProperties-ConversionSettings..................................................................................279
Convert Properties - File Card...................................................................................................291
Convert Properties - Output File Details....................................................................................292
Configuring the Print Task...............................................................................................................294
Print Properties - Printer............................................................................................................295
PrintProperties-PaperSizeandOrientation............................................................................296
Print Properties - Margins..........................................................................................................297
Print Properties - Files...............................................................................................................297
ConfiguringtheDesignCheckerTask.............................................................................................298
CreatingaTaskVariant...................................................................................................................299
Executing Tasks..............................................................................................................................299
LaunchingaTaskUsingaWorkflow .........................................................................................300
Executing an On-Demand Task.................................................................................................300
Add Task Dialog Box.................................................................................................................301
Monitoring Tasks.............................................................................................................................308
Task List Dialog Box..................................................................................................................308
TaskListOptionsDialogBox.....................................................................................................309
Task Details Dialog Box.............................................................................................................310
TroubleshootingTaskProblems......................................................................................................311
ViewingDetailsforaFailedTask...............................................................................................312
UsingNotificationstoAccessTaskErrorLogs..........................................................................312
Customized Tasks...........................................................................................................................313
Upgrading the SOLIDWORKS Task Add-in....................................................................................313
DeterminingtheCurrentVersionsofEnterprisePDMandtheSOLIDWORKSTask
Add-in....................................................................................................................................314
Performingthe SWTaskAddinUpgrade.....................................................................................314
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Contents
Upgrading Tasks........................................................................................................................315
21 Templates.............................................................................................................316
Creating Templates.........................................................................................................................316
New/EditTemplate-TemplateName........................................................................................317
New/EditTemplate-Executeas................................................................................................317
New/EditTemplate-TemplateCards........................................................................................318
Add Card Dialog Box.................................................................................................................319
New/EditTemplate-FilesandFolders......................................................................................319
New/EditTemplate-Icon...........................................................................................................324
New/Edit Template - Users and Groups....................................................................................325
Organize Template Variables....................................................................................................325
Example:CreatingaProjectTemplateUsingaTemplateCard................................................326
Editing Templates............................................................................................................................328
CreatingNewTemplatesbyCopyingandPasting..........................................................................328
Deleting Templates.........................................................................................................................328
22 Toolbox.................................................................................................................329
ConfiguringToolboxinEnterprisePDMandSOLIDWORKS..........................................................329
Toolbox Dialog Box.........................................................................................................................332
Migrating Existing Toolbox Libraries...............................................................................................336
Toolbox Migration Scenarios.....................................................................................................337
MigratingfromPartialtoCompleteToolboxIntegration.............................................................338
Migrating a Shared Toolbox.......................................................................................................338
Post-Migration Instructions for Toolbox Users...........................................................................339
Upgrading Toolbox Software...........................................................................................................340
UpgradingtoManageToolboxEntirelyintheVault...................................................................340
Ongoing Toolbox Upgrades.......................................................................................................341
23 Users and Groups................................................................................................343
AdminUserAccount........................................................................................................................343
Creating User Accounts..................................................................................................................344
CreatingUserAccountsforWindowsorLDAPLogin................................................................344
Creating User Accounts for the Enterprise PDM Login Type....................................................345
User Information Pop-up ................................................................................................................346
DeletingaUserAccount..................................................................................................................347
ChangingaUserAccountPassword...............................................................................................348
DelegatingManagementofUserAccountandGroupPermissions................................................348
Managing Multiple Users Accounts.................................................................................................349
Users/Groups Dialog Box................................................................................................................349
Resolving Missing User Login Information......................................................................................350
Folder and Workflow State Permissions.........................................................................................351
Assigning Folder Rights..................................................................................................................351
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Contents
Setting Caching Behavior................................................................................................................352
Permitting Users to See Private State Files....................................................................................353
User Properties - General Properties..............................................................................................353
Add Users Dialog Box................................................................................................................356
User Properties - Groups...........................................................................................................357
UserProperties-AdministrativePermissions............................................................................358
UserProperties-PermissionsperFolderTab...........................................................................360
UserProperties-AssignedFolderPermissionsTab.................................................................364
UserProperties-StatePermissions..........................................................................................365
User Properties - Transition Permissions..................................................................................366
User Properties - Permissions per File......................................................................................367
UserProperties-SearchCards.................................................................................................367
UserProperties-BillsofMaterials.............................................................................................368
User Properties - Tasks.............................................................................................................368
User Properties - Templates......................................................................................................368
UserProperties-Warnings........................................................................................................369
User Properties - Cache Options per Folder Tab......................................................................373
UserProperties-AssignedCacheOptionsTab........................................................................374
User Properties - Copy Tree Exclude Folders...........................................................................374
User Properties - Copy Tree Excluded Folders.........................................................................375
New User Dialog Box.................................................................................................................376
New User Dialog Box (Windows Login).....................................................................................376
Change Password Dialog Box...................................................................................................376
Select Vault Folder Dialog Box..................................................................................................376
Permission Assignments Dialog Box.........................................................................................377
User Settings...................................................................................................................................377
Adding a Viewer for the View File Command............................................................................378
ClearingValuesfortheCopyTreeCommand...........................................................................378
AddingaComparisonApplicationfortheCompareCommand.................................................379
Displaying Full User Names in the User Interface.....................................................................379
Customizing Enterprise PDM Menus.........................................................................................380
DefiningDefaultsforRetrievingReferencesDuringCheckOut................................................382
SettingsDialogBox-AddingFiles.............................................................................................386
Settings Dialog Box - Adding Folders........................................................................................386
Settings Dialog Box - Check In..................................................................................................387
SettingsDialogBox-CopyTree................................................................................................388
Settings Dialog Box - Explorer...................................................................................................388
SettingsDialogBox-FileCompare...........................................................................................391
Settings Dialog Box - Language................................................................................................391
SettingsDialogBox-Menus......................................................................................................392
Settings Dialog Box - Messages................................................................................................393
SettingsDialogBox-ReferenceDialog.....................................................................................394
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