Using PDMWorks Enterprise For SolidWorks PDF

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PDMWorks®
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Enterprise
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Using PDMWorks
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Enterprise for SolidWorks

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SolidWorks Corporation
300 Baker Avenue
Concord, Massachusetts 01742 USA
© 1995-2007, Dassault Systemes COMMERCIAL COMPUTER
SolidWorks Corporation is a Dassault Systemes S.A. SOFTWARE - PROPRIETARY
(Nasdaq:DASTY) company. U.S. Government Restricted Rights. Use, duplication,
300 Baker Avenue or disclosure by the government is subject to
Concord, Massachusetts 01742 USA restrictions as set forth in FAR 52.227-19 (Commercial
Computer Software - Restricted Rights), DFARS
All Rights Reserved 227.7202 (Commercial Computer Software and
Commercial Computer Software Documentation), and
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in the license agreement, as applicable.
U.S. Patents 5,815,154; 6,219,049; 6,219,055; 6,603,486;
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6,611,725; 6,844,877; 6,898,560; 6,906,712; 7,079,990 and Contractor/Manufacturer:
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certain other foreign patents, including EP 1,116,190 and JP
3,517,643. U.S. and foreign patents pending. SolidWorks Corporation, 300 Baker Avenue, Concord,
Massachusetts 01742 USA
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The information and the software discussed in this
document are subject to change without notice and are Portions of this software © 1990-2007 D-Cubed Ltd.,
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not commitments by SolidWorks. © 1998-2007 Geometric Software Solutions Co. Ltd.,
No material may be reproduced or transmitted in any © 1986-2007 mental images GmbH & Co. KG, ©
form or by any means, electronic or mechanical, for 1996-2007 Microsoft Corporation, © 1997-2007,
any purpose without the express written permission of Structural Research & Analysis Corp., © 2000-2007
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SolidWorks. Tech Soft 3D, and © 1998-2007 3Dconnexion,
The software discussed in this document is furnished IntelliCAD Technology Consortium, Independent
under a license and may be used or copied only in JPEG Group. All Rights Reserved.
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accordance with the terms of this license. All
warranties given by SolidWorks as to the software and
documentation are set forth in the SolidWorks
Corporation License and Subscription Service
Portions of this software are copyrighted by and are the
property of UGS Corp. © 2007.
Copyright 1984-2007 Adobe Systems Inc. and its
licensors. All rights reserved.
Agreement, and nothing stated in, or implied by, this
document or its contents shall be considered or deemed Protected by U.S. Patents 5,929,866; 5,943,063;
a modification or amendment of such warranties. 6,289,364; 6,563,502; 6,639,593; 6,754,382; Patents
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Pending.
SolidWorks, PDMWorks, 3D PartStream.NET, 3D
ContentCentral, DWGeditor, eDrawings, and the Adobe, the Adobe logo, Acrobat, the Adobe PDF logo,
eDrawings logo are registered trademarks and Distiller and Reader are registered trademarks or
FeatureManager is a jointly owned registered trademarks of Adobe Systems Inc. in the U.S. and
trademark of SolidWorks. other countries. For more copyright information, see
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SolidWorks Help About.

SolidWorks 2008 is a product name of SolidWorks
Corporation. Other portions of SolidWorks 2008 are licensed from
SolidWorks licensors.
COSMOSXpress, DWGgateway, Feature Palette,
PhotoWorks, TolAnalyst, and XchangeWorks are All Rights Reserved
trademarks of SolidWorks. PDMWorks Enterprise software is © 1998-2007
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COSMOS and COSMOSWorks are registered SolidWorks Nordic AB. All rights reserved.
trademarks, and COSMOSMotion, Outside In® Viewer Technology © 1992-2007 Stellent
COSMOSDesignStar, and COSMOSFloWorks are Chicago, Inc.
trademarks of Structural Research & Analysis Corp.
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FeatureWorks is a registered trademark of Geometric

Software Solutions Co. Ltd.
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Other brand or product names are trademarks or

registered trademarks of their respective holders.
Document Number: PMT0166-ENG-DRAFT

PDMWorks Enterprise 2008 Training Manual
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Table of Contents
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Table of Contents
Introduction
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About This Course . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
Prerequisites . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
Course Design Philosophy . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
Using this Book . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
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Laboratory Exercises . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
About the Training Files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
Windows® XP . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
Conventions Used in this Book . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
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Lesson 1:
PDMWorks Enterprise Concepts
The Fundamentals of PDM. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
What is PDMWorks Enterprise? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
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PDMWorks Enterprise Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7

PDMWorks Enterprise Components. . . . . . . . . . . . . . . . . . . . . . . . . . . 8
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Microsoft SQL Server. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8

PDMWorks Enterprise Database Server. . . . . . . . . . . . . . . . . . . . . 8
PDMWorks Enterprise Archive Server (file vault) . . . . . . . . . . . . 8
PDMWorks Enterprise Client . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
PDMWorks Enterprise Web Server . . . . . . . . . . . . . . . . . . . . . . . . 8
PDMWorks Enterprise Index Server . . . . . . . . . . . . . . . . . . . . . . . 8
PDMWorks Enterprise Concepts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
File Vault . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
View of File Vault . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
Working Folder (Cache) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
Access Rights . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
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Table of Contents PDMWorks Enterprise 2008 Training Manual
PDMWorks Enterprise ‘Smart’ Files . . . . . . . . . . . . . . . . . . . . . . 10

PDMWorks Enterprise ‘Smart’ Folders . . . . . . . . . . . . . . . . . . . . 10
File Data Card. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
Folder Data Card. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
Workflow . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
Notifications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
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Versions and Revisions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
How PDMWorks Enterprise Helps the User . . . . . . . . . . . . . . . . 12
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Lesson 2:
PDMWorks Enterprise User Interface
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PDMWorks Enterprise User Interface . . . . . . . . . . . . . . . . . . . . . . . . 15
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Getting Help . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
The Explorer Window . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
Logging In. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
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Case Study: Exploring PDMWorks Enterprise. . . . . . . . . . . . . . . . . . 17
PDMWorks Enterprise User Interface Layout . . . . . . . . . . . . . . . 19
Logging Out . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28
Lesson 3:
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Document Creation and Check In

Document Creation and Check In. . . . . . . . . . . . . . . . . . . . . . . . . . . . 33
Creating New Folders and Files . . . . . . . . . . . . . . . . . . . . . . . . . . 33
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Case Study: Checking in Documents . . . . . . . . . . . . . . . . . . . . . . . . . 33
Add Existing Files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36
Document Check In . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37
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Create Files and Folders from Templates . . . . . . . . . . . . . . . . . . . 42

Exercise 2: Document Creation and Check In . . . . . . . . . . . . . . . . . . 47
Lesson 4:
Advanced Document Check In
Advanced Document Check In . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 51
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Check In File. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 51
Case Study: Checking in Documents with References. . . . . . . . . . . . 53
Create SolidWorks Files from Templates. . . . . . . . . . . . . . . . . . . 56
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Exercise 3: Advanced Document Check In . . . . . . . . . . . . . . . . . . . . 59

Lesson 5:
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Versioning Files
Versioning Files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 63
Check Out . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 63
Optional Check Out Method. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 63
Case Study: Versioning Files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 67
Local File Version . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 69
Get Latest Version . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 69
Get Version . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 69
Overwriting Checked Out Versions . . . . . . . . . . . . . . . . . . . . . . . 69
Undo Check Out . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 70
History . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 72
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Exercise 4: Versioning Files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 75

Lesson 6:
Versioning CAD Files
Versioning CAD Files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 79
SolidWorks Add-in . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 79
Check Out Files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 80
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Case Study: Versioning Files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 81
Check In Files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 83
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Working With File Versions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 85
Exercise 5: Versioning CAD Files . . . . . . . . . . . . . . . . . . . . . . . . . . . 89
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Lesson 7:
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File References
File References . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 93
Creating and Removing References . . . . . . . . . . . . . . . . . . . . . . . 93
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Case Study: File References . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 93
Copying Files with References . . . . . . . . . . . . . . . . . . . . . . . . . . . 95
Exercise 6: File References. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 99
Lesson 8:
Searching
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Name and Location. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 103
Start Searching . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 104
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Searching for Checked Out Files . . . . . . . . . . . . . . . . . . . . . . . . 104
The Search Results . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 105
Case Study: Search . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 105
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Favorite Searches . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 107

Exercise 7: Search. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 109
Lesson 9:
Workflow and Notification
PDMWorks Enterprise Workflow. . . . . . . . . . . . . . . . . . . . . . . . . . . 113
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Change File State . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 113

Case Study: Workflow . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 117
Exercise 8: Workflow . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 119
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Appendix A:
SolidWorks File References
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SolidWorks File Management. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 123

SolidWorks File Structure . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 123
External References . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 123
File Associativity . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 123
File References . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 123
Object Linking and Embedding (OLE) . . . . . . . . . . . . . . . . . . . 123
File Reference Example . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 124
Find References . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 124
Copy Files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 124
Print. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 124
Copy List. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 125
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Table of Contents PDMWorks Enterprise 2008 Training Manual
Pack and Go . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 125

List External References . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 125
File Names . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 125
Update Holders . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 125
Out of Context . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 125
Opening Files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 126
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Computer Memory . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 126
Saving Files. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 127
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Save. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 127
Save As . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 127
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Save As Copy . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 127
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File Properties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 127
Classes of File Properties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 127
Creating File Properties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 128
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Uses of File Properties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 128
External Reference Search Order . . . . . . . . . . . . . . . . . . . . . . . . . . . 129
Appendix B:
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Bill of Materials (BOM)
PDMWorks Enterprise Bill of Materials. . . . . . . . . . . . . . . . . . . . . . 133
BOM Types. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 133
BOM View Filters and Options . . . . . . . . . . . . . . . . . . . . . . . . . 134
BOM Modification . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 136
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Revision Management of Named BOMs . . . . . . . . . . . . . . . . . . 137
Compare BOMs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 138
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Introduction
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About This This guide is designed to give a one day training overview on
Course PDMWorks Enterprise. As a result of attending this course the student
will be able to correctly locate document, drawing and graphics files,
edit those files and correctly move a file through its associated
workflow.
The focus of this course is on the fundamental skills and concepts
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central to the successful use of PDMWorks Enterprise. You should
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view the training course manual as a supplement to, not a replacement
for, the system documentation and on-line help. Once you have
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developed a good foundation in basic skills, you can refer to the on-line
help for information on less frequently used command options.
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The intended audience for this course is anyone who will manage files
with PDMWorks Enterprise.
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Prerequisites Students attending this course are expected to have the following:
Basic experience with the SolidWorks software.
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Knowledge of SolidWorks file structure and referencing.
For more information on SolidWorks File Management see
Appendix A on page 121
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Course Design PDMWorks Enterprise is a highly configurable product. As a result,
Philosophy each company’s vault, project structure, data cards and workflow will
be different. The lessons presented in this course are, of necessity,
generic to PDMWorks Enterprise. The screen shots used in the lessons
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were created, wherever possible from the “out of the box” settings used
by PDMWorks Enterprise and will generally be different from what
you will see on your own system. However, the data cards shown are
the Training set which can be found on the PDMWorks Enterprise CD
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in the directory Support\Training.

For each lesson, this manual provides the technical detail of the
individual functions of PDMWorks Enterprise. Your instructor will
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either demonstrate the different features of PDMWorks Enterprise on

your vault or a vault created from the settings used in your company.
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This course is designed around a process- or task-based approach to

training. Rather than focus on individual features and functions, a
process-based training course emphasizes the process and procedures
you follow to complete a particular task. By utilizing case studies to
illustrate these processes, you learn the necessary commands, options
and menus in the context of completing a task.
Using this Book This training manual is intended to be used in a classroom environment
under the guidance of an experienced instructor. It is not intended to be
a self-paced tutorial. The examples and case studies are designed to be
demonstrated “live” by the instructor.
About This Course 3

Laboratory Laboratory exercises give you the opportunity to apply and practice the
Exercises material covered during the lecture/demonstration portion of the
course. They are designed to represent typical situations while being
modest enough to be completed during class time.
About the A complete set of the various files used throughout this course can be
Training Files downloaded from the SolidWorks website, www.solidworks.com. Click
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on the link for Services, then Technical References, then Training. You
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must sign-in to access the Training page. Once signed-in, you will see
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the link to Download SolidWorks 2008 Training Files.
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URL: http://www.solidworks.com/pages/services/subscription/training.html
The files are supplied in signed, self-extracting executable packages.
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The files are organized by lesson number. The Case Study folder
within each lesson contains the files your instructor uses while
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presenting the lessons. The Exercises folder contains any files that
are required for doing the laboratory exercises.
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Windows® XP
Conventions Used
The screen shots in this manual were made using SolidWorks 2008 and
PDMWorks Enterprise 2008 running on Windows® XP.
This manual uses the following typographic conventions:
in this Book
Convention Meaning
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Bold Sans Serif SolidWorks and PDMWorks Enterprise

commands and options appear in this style.
For example, Tools, DrawCompare means
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choose the DrawCompare option from the

Tools menu.
Typewriter Project names and file names appear in this

style. Names that you type appear in this style.
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Double lines precede and follow sections of

the procedures. This provides separation
17 Do this step
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between the steps of the procedure and large

blocks of explanatory text. The steps
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themselves are numbered in sans serif bold.
4 About This Course

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Lesson 1
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PDMWorks Enterprise
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Concepts
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Upon successful completion of this lesson, you will be able to:

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Describe the basic concepts used by PDMWorks Enterprise to

manage files.
Understand the different components of the PDMWorks Enterprise
software.
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Lesson 1 PDMWorks Enterprise 2008 Training Manual
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PDMWorks Enterprise 2008 Training Manual Lesson 1
The Product Data Management (PDM) systems provide the following basic
Fundamentals capabilities:
of PDM Organizing product/project files.
Secure vaulting/retrieval, versioning and revisioning of files.
Change control and sharing.
Searching and reporting.
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Tracking file references (‘contains’ and ‘where used’).
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Automatic audit trails.
What is PDMWorks Enterprise delivers all the basic capabilities of a PDM
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PDMWorks system and more.
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Enterprise? PDMWorks Enterprise is a product data management (PDM) software
solution based on proven technology that can be deployed in a fraction
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of the time required for other enterprise PDM systems. PDMWorks
Enterprise helps organizations manage and share product data more
effectively and automate workflow to allow better collaboration from
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and faster time to market.
PDMWorks Enterprise is uniquely positioned for customers that need:
1. To support more than 10 CAD and PDM users.
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2. To manage data at different locations
3. To manage data using simple automated workflow
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PDMWorks Enterprise is intended to be used by engineers, designers,

manufacturers, purchasers, sales, marketing, constructors, authorities,
offices, and many others, to manage many types of files including:
design geometry, engineering drawings, project plans, part files,
assembly diagrams, product specifications, numerical-control machine
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tool programs, analysis results, correspondence, bills of material, and

many other items.
PDMWorks PDMWorks Enterprise provides a secure method of working. The
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Enterprise basic philosophy is:

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Overview
Files are stored in the vault.
Users have controlled access to the vault.
Users Check Out or Open files from the vault.
All required files are copied to the user’s local cache (vault view).
The user works with the files locally thus gaining maximum speed.
Only Checked Out files that were changed need to be Checked In to
the vault thus minimizing network traffic.
When files are ready they may be submitted to an automated
workflow process for review and/or approval.
The Fundamentals of PDM 7

PDMWorks PDMWorks Enterprise is comprised of the following required

Enterprise components:
Components
Microsoft SQL The PDMWorks Enterprise database server must be hosted on
Server Microsoft SQL Server.
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PDMWorks The PDMWorks Enterprise database contains information about
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Enterprise files stored in the file vault. The PDMWorks Enterprise database
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Database Server server is a service that periodically polls the database for such
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updates as notifications, local view refresh, replication schedule
updates, index server changes, etc.
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PDMWorks The PDMWorks Enterprise archive server hosts the physical files
Enterprise Archive stored in a file vault and also manages PDMWorks Enterprise users
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Server (file vault) and their credentials.
PDMWorks Each computer accessing the file vault must have the client
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Enterprise Client software installed.
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PDMWorks Enterprise also the following optional components:

PDMWorks The PDMWorks Enterprise web server provides access to a file
Enterprise Web vault from the internet or intranet.
Server
PDMWorks The PDMWorks Enterprise index server provides full content
Enterprise Index search in many file types stored in a PDMWorks Enterprise file
Server vault.
8 PDMWorks Enterprise Components

PDMWorks
Enterprise
Concepts
File Vault All files added to PDMWorks Enterprise are stored in the file vault,
which consists of an archive for the files and a database for the
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metadata. Only users with the appropriate access rights can modify the
files stored in the vault. When a user retrieves a file from the file vault
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for editing, the file is locked for all other users to make changes on it,
but not to view or copy it.
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View of File Vault In PDMWorks Enterprise, all users managing files connect to a file
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vault through a local file vault view. When a user adds a file to the file
vault, he or she places it in a local file vault view, which is a working
folder where all intermediate file modifications are made.The file vault
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view is directly connected to an archive server and database.
When PDMWorks Enterprise is started, the file view in the Explorer
y eD window mirrors the files and folders of the file vault as stored on the
server. To the user, it therefore appears as if all the files and folders of
the file vault are stored on the user's own local hard drive.
Working Folder When a file is retrieved from the PDMWorks Enterprise file vault, a
(Cache)
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copy is placed in the working folder or cache on the user's local hard
drive. The next time the very same file is accessed, PDMWorks
Enterprise first finds out whether the file is in the working folder on the
local hard drive or not. If it is, and if it has the correct version,
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PDMWorks Enterprise does not retrieve it from the file vault again.
That is, the working folder on the local hard drive acts as a cache area.
When a file, after modification, is saved into the vault, the user may
choose between keeping a read-only copy of the file in the working
folder or removing the local copy.
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Access Rights All files added to PDMWorks Enterprise are stored in the file vault,
which consists of an archive for the files and a database for the
metadata. Only users with the appropriate access rights can modify the
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files stored in the vault. When a user retrieves a file from the file vault
for editing, the file is locked for all other users to make changes on it,
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but not to view or copy it. Each user or group of users needs rights to
access the files in the PDMWorks Enterprise file vault. Such rights
PDMWorks Enterprise Concepts 9

yield permission to:

Read or view a file
Share a file between folders
Check out a file for editing purposes
Delete a file from view
Destroy a file, i.e. to permanently remove a file from the
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PDMWorks Enterprise file vault
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Add or rename a file
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Modify file data card, i.e. to alter the layout of the card associated
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with a file
Transfer a file in the workflow.
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PDMWorks PDMWorks Enterprise handles all types of files. Examples:
Enterprise ‘Smart’ Technical drawings (.slddrw,.dwg, etc.)
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Files
Part and Assemblies (.sldprt,.sldasm etc.)
Calculation sheets (.xls, etc.)
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Graphic files (.bmp,.gif,.jpg, etc.)
Files which are stored in the vault become “smart” when additional
property information (metadata) is associated to a file. (Examples
include: part number, description, drawn by, etc.).
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PDMWorks File are stored in vault folders which are also “smart” because of the
Enterprise ‘Smart’ property information (metadata) associated to the folders. (Examples
Folders include: project number, project description, project manager, etc.).
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Folders contain ‘smart’ files. In addition, a folder may contain sub

folders, which in turn may contain additional ‘smart’ files.
File Data Card Each file in PDMWorks Enterprise has an attached file data card,
containing information about the file.
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The layout and contents of the card are defined by the file type. Data
cards are admin-defined and may also be folder specific. The card
layout is inherited from the base subfolder, unless it is re-defined in a
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subfolder.
Folder Data Card Each folder in PDMWorks Enterprise has an attached folder data card,
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containing information about the folder.

Data cards are admin-defined and may be folder specific. Typically
there is a single folder card used by the PDMWorks Enterprise Vault.
Any file added to a folder can have its file card completed by the card
of the folder to which it has been added. For example project details for
the file can be extracted from the project folders card.
Workflow The workflow process is user-defined. Schematically, it should
represent the internal workflow, which is used in the work group, at the
department, within the company, etc.
10 PDMWorks Enterprise Concepts

The workflow is defined by two concepts: state and transition.

State: A file's states represent each of the different phases of a file's
lifecycle
Transition: The transition represents moving a file from one state
to the next.
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state).
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Each state can have its own set of user and user group access rights,
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defining who may do what with the file at a particular state. Each
transition also contains rules/rights of who may change the state of a
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file.
There must always be at least one state in the workflow: the initial
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state. All new files created in or copied into PDMWorks Enterprise are
assigned this state.
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Notifications Notifications are messages sent to users or user groups. The
notifications are either transmitted automatically by the state alteration
of a file, or manually by the user. The purpose of a notification is to
inform, remind or alert the receiving user(s) when a file has changed
state or when an accessed file has been released. The receiver is
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notified by a pop-up dialog box.
Versions and A file has at least one version. Each time a file is modified and saved
Revisions into the PDMWorks Enterprise file vault, i.e. checked in by a user, a
new version is created. Every one of these working versions is assigned
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a version number. A file in PDMWorks Enterprise can have any

number of versions stored in the file vault. When the editing of a file is
finished, the latest version can be designated a revision that is given an
official revision number. You can retrieve earlier versions of a file from
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the file vault. You can also revert (roll back) to an earlier version of a
file.
All file versions are handled by the Revision Management.
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PDMWorks Enterprise Concepts 11

How PDMWorks The user will notice and benefit from the PDMWorks Enterprise
Enterprise Helps features in many ways. The user interface of PDMWorks Enterprise is,
the User for the most part, the well-known Windows Explorer window, but there
are also some new menus and menu options, buttons and dialog boxes.
On opening PDMWorks Enterprise, the user will find two new preview
panes in the Windows Explorer file view, making it easier to identify
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the file. The file view also contains information about the file's state
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and who has checked out the file for editing.
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When the user intends to open a file for editing, he/she first checks out
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the file, so that nobody else can make changes to this file at the same
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time. For other users, the file is then solely accessible for viewing and
copying.
The user can survey all previous versions and state changes, which the
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file has gone through: when, by whom, and the type of action done to it.
All versions are stored and can be retrieved for review.
y eD When the user has modified a file, he changes the file's state, and
(optionally) notifies other users, manually or automatically, by means
of the notification function. After editing, the user saves the file in the
PDMWorks Enterprise file vault and checks it in to make it accessible
to other users.
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The user is assigned access rights, permitting him to read, check out,
destroy, add or rename files, and to modify file data cards. The user
may also be given permission to change the user and user group data,
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and to change the workflow layout.

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12 PDMWorks Enterprise Concepts

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Lesson 2
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PDMWorks Enterprise
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User Interface
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Log in to a PDMWorks Enterprise vault.

Identify the principal components of the PDMWorks Enterprise
user interface.
Log off of a PDMWorks Enterprise vault.
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13
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14
PDMWorks SolidWorks (and other CAD) users access the vault using the
Enterprise User PDMWorks Enterprise for SolidWorks client. The vault may be
Interface accessed from computers that do not have SolidWorks (or other CAD
packages) installed, through the PDMWorks Enterprise Contributor
client, the PDMWorks Enterprise Contributor Web client or the
PDMWorks Enterprise Viewer client.
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Our perspective in this lesson will be that of a PDMWorks Enterprise
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for SolidWorks client. This client type is commonly used to create and
manage CAD and non-CAD documentation.
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PDMWorks Enterprise for SolidWorks offers both a Windows-based
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integration and CAD application plug-ins that enables design team
members to create and manage documents and access and manage
design information.
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Getting Help The help files shipped with PDMWorks Enterprise are in HTML Help
format. This offers improved search and display functions, as well as a
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Where to Find It
consistent look and feel with Microsoft’s online help.
In Windows Explorer, click Help, PDMWorks Enterprise Help.

In SolidWorks, click Help, PDMWorks Enterprise Help Topics.
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The Explorer All interaction with PDMWorks Enterprise is done directly from
Window Windows Explorer or from a dialog box, opened from Windows
Explorer, or from within the CAD application. As a result of the
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installation, a new folder icon is displayed where the client view of the
file vault was rooted.
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PDMWorks Enterprise User Interface 15

The client view is identified by a large PDMWorks Enterprise ‘blue

berry’ icon. .
Logging In Before using PDMWorks Enterprise to manage files, we must log into
the system.
Log In for the First When browsing into the client view
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Time of a PDMWorks Enterprise file
vault, (click on the icon )
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you will be prompted for user name
and password in Windows Explorer
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(or from the Open or Save dialog box
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in an application).
Enter your user name and password
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and click Log In.
In some cases PDMWorks Enterprise will automatically log in a user
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screen will appear but a small delay will take place while PDMWorks
Enterprise performs this log in action.
Optional Log in Optionally you can right click on the icon and select Log In.
Methods
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Another method to log into a vault is to place the cursor on

the PDMWorks Enterprise icon in the bottom right corner
of the Explorer Window (in the system tray on the taskbar).
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Right-click the PDMWorks Enterprise icon.

The following menu will appear:
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Select Log In to show all available file vaults appears.

Select the file vault you want to log in to. The Log In dialog box is then
displayed.
Enter your user name and password and click Log In.
16 PDMWorks Enterprise User Interface

Case Study: This case study will introduce the PDMWorks Enterprise user interface
Exploring and its functions. We will log into a vault, browse files within the
PDMWorks different project folders and examine the properties (attributes) of the
selected folders and files.
Enterprise
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1 Log into vault.
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Open a Windows Explorer window and log
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into the PDMWorks Enterprise vault.
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Browse the C: drive where the system
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administrator created a vault view to the
Training vault.
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Click the vault view icon .
A login dialog will appear and you
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will be prompted for user name and
password.
Enter the user name student1 and
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password stu and click Log In.

(Students will use the login and
password assigned by the instructor
for labs.)
We can now see green project folders within the vault.
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Folder Status The color of folders in Explorer indicates their status in PDMWorks
Enterprise:
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Green The folder is in a vault and you have access to the

vault database.
Blue The folder is in a vault but you are off line. Log in or
right-click a folder and select Work On-line.
Gray The folder is local and does not exist in the vault
database. Right-click and select Add to File Vault.
Yellow The folder is a local folder that is not in a vault.
Case Study: Exploring PDMWorks Enterprise 17

User Interface The user interface is comprised of:

Components
Pull-down menus.
The File, Edit, View,
Tools, Go, Favorites,
and Help options on the
menu bar at the top of
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the Explorer window.
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Toolbar buttons.
In addition to the regular Explorer toolbar buttons, there are special
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buttons for managing files in PDMWorks Enterprise.
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If you click the right
button of the mouse, a
context sensitive menu
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appears. The content of
the right mouse button
menu is dependent on
whether a folder, a file
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or nothing (right-click
in the file view) has
been selected.
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2 Browse folders.
Click the folder Misc Projects to expand the sub-
project folders.
18 Case Study: Exploring PDMWorks Enterprise

PDMWorks When we browse files within a vault folder, the following views are
Enterprise User displayed inside the Explorer window:
Interface Layout File view, where all folders and files in the selected folder are
displayed.
A Preview window, displays a preview of the selected file.
A Folder/File Data Card window, displaying the
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properties (attributes) of the type specific data card for the selected
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folder/file.
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A Version window, displaying the version the user has in their
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working area and the current state within the workflow of the
selected file.
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A Bill of Materials window, displaying a configured list of
a files, sub-assemblies and parts of the selected file.
A Contains window, displaying all the files attached to the
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selected file.
And a Where Used window that display all the files referencing
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3 View Folder/File Data Card tab.

Click (single click) the folder Bevel Gears from within the file view
and click the Folder Data Card tab.

Note the project specific information such as project number, project

name, customer and etc.
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4 View project files
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Double click on the folder Bevel Gears from within the file view. The
files within the project folder are now displayed.
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File View This file view is similar to the normal Explorer file view, but some
columns are changed. The default columns are:
Name Name of the file (or the folder).
Checked The user who currently has the file checked out. If the column is
Out By empty, the file is not checked out, and available to all users with
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access rights.
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Size File size.
File Type The program that created the file and type, Microsoft word
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document
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State User-defined state in the workflow, e.g. Initiated or Waiting for
approval.
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Modified Date when the file last was modified (or created).
Check Out Gives the local path to the checked out file.
In
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vault can be assigned a category to ease organizing of certain
files or sending them to the correct workflow.
In addition to these standard columns (which cannot be changed or

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deleted), admin-defined columns that show file data card values can be
turned on by the administrator. In the file view shown above the
column Document Number is such as admin-defined column.
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To change the order of the columns in the file view, click on the
column caption, hold the button down and drag the column to the
desired location.
To open a file, simply double-click on the file name. If you open the
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file from the file view you will always get the local version. If there is
no local version of the file, you will get the latest version from the file
vault.
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5 Browse files
Click on each of the files in the file view and notice the property
information for each file. This information may be used to quickly
search and retrieve files.
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Layout / PDMWorks Enterprise will recognize any layouts stored in AutoCAD

Configuration Tabs files or Configurations in SolidWorks Parts and Assemblies, and will
insert additional configuration tabs at the top of the file data card
displayed for such files.
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The @ tab shown for SolidWorks files displays the Custom (document
specific) properties. To switch between the different configurations,
click on the tab name. Any data stored in each of the different
configurations/layouts will be stored in the separate configuration
pages of the file data card.
PDMWorks Enterprise will remember which tab was selected and keep
it focused (highlighted in yellow) when switching between files.

6 Layout/Configuration tabs.
Select the project folder Speaker.
Click on the file Speaker-Dual.SLDASM in the file view then click the
Bill of Materials tab.
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Select each configuration and view the properties for each.
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Preview When the Preview tab is selected the lower part of the right pane is split
y eD in two preview sections, file preview and file data card preview. If you
want to change the size of the preview panes, place the cursor on the
frame (the upper frame or the one between), hold left mouse button and
drag the frame in the desired direction.
The left of the two preview sections contains a preview of the selected
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file. You can zoom the file preview to examine the file in more detail or
to make the text readable. If you place the cursor in the file preview
pane and right-click a menu pops up. The menu options vary,
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depending on the file type.

For most files (e.g. .doc and .xls files) there are a
number of options. For instance, you can copy or
print the file. You can toggle between draft or
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normal view and you can change the font size to

make the text readable.
For .jpg files the menu has additional options.
Besides copying and printing the file, you can
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change the size and rotate the preview. You can

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also use the zoom options to zoom in or zoom

out.
For SolidWorks files the menu has
other options as the preview uses
eDrawings. You can pan, zoom,
rotate views using the tools available
with eDrawings.

Note In some cases it is necessary for the selected file to reside in the local
cache in order to display the preview. (A good example of this is files
that are viewed using the eDrawings viewer.) The system will
automatically bring the file into the local cache if needed.
Tip To quickly browse
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SolidWorks files and avoid
having files copied to the
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local cache for preview,
right-click in the File View
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(with no file selected) and
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select Show bitmap for SolidWorks file. Clicking the preview image
will automatically change to eDrawings preview.
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7 Preview tab.
Select the project folder Bevel Gears.
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tab.
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Version View The Version tab displays which file version you have in your local
cache folder. It also displays a small, visible warning when you do not
have the latest revision of the file locally. Clicking on the tab opens the
Version page providing a bit more detailed information.
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Files from the vault are placed in the local cache (working folder) when
the user requests the file (Check Out, Get Version, Get Latest Version,
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etc.) or when the viewer needs the file in order to display it in the
Viewer tab.
If a file has not yet been copied from the vault to the local cache the
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Version tab will display a warning message.

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The local cache will only have one version of a file at any time.

8 Version tab.
Click on the file bevel3.SLDPRT in the file view then click the Version
tab.
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Bill of Materials The Bill of Materials tab is a window that displays a preset list of
View column values representing a Bill of Materials for the selected file.
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Multiple views can be configured by the system administrator to
display different BOMs as required by the organization.
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Select the project folder Speaker.
Click on the file Speaker-Dual.SLDASM in the file view then click the
Bill of Materials tab.
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The BOM for the Single Speaker Glue Mount

<Active Configuration> is displayed.
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From the Configuration pulldown select the Dual Speaker Glue

Mount configuration.
The BOM displayed is unique for the selected configuration.

There are multiple BOM view filters and options available for
modifying the BOM view display.
For More See Appendix B on page 131 for a complete review of BOM
Information functionality.
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Contains View The Contains tab displays the file reference structure of the selected
file. If the file was an assembly it would show any sub assemblies and
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part files contained within. This is commonly known as a top down
view.
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10 Contains tab.
Select the project folder Limit Mechanism.
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Click on the file Limit Mechanism.SLDASM in the file view then click
the Contains tab.
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Where Used View The Where Used tab displays the files that the selected file has been
referenced by or ‘where it is used’. This is commonly known as a
bottom up view. It can be used to locate any assemblies or drawings
where a specified part (or configuration of a part) has been used.
11 Where Used tab.
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Select the project folder Geneva Mechanism.
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Click on the file Input Disk.SLDPRT in the file view then click the
Where Used tab.
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Logging Out To log off from the local PDMWorks Enterprise client
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view and the file vault on the server, right-click the

PDMWorks Enterprise icon in the bottom right corner (on
the taskbar) on your monitor:
The following submenu pops up. Select Log Off.
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From the submenu, select file vault to log off from.

To log in again, choose Log In from the same submenu. The Log In
dialog box is then displayed.

Exercise 1: In this exercise we

Explore will explore the
PDMWorks PDMWorks
Enterprise User
Enterprise User
Interface.
Interface
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1 Open an Explorer Window.
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2 Log In to PDMWorks Enterprise.
Several student accounts have been
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student3..... All have a default
password of stu.
Log in using the login and password
assigned to you by your instructor.
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3 Examine Folder Data Cards.

Expand the Misc Projects folder. In the file view, select each folder
and examine the information of the Folder Data Card.
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4 Browse the Bevel Gears Folder.

Select the Preview tab and view each of the
document types. Right click in the preview and
explore the options for various file types.
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5 Examine File Versions.

Select the Versions tab and view each of the documents.
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The value of Local version lets you know what version of the file
resides in your local cache (working folder) while Latest version alerts
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you to the latest version of the document that resides in the vault. Local
revision and Local state are controlled by the document workflow.
6 Examine Bill of Materials.
Select the Speaker folder then select the Bill of
Materials tab and select the Speaker-Dual.SLDASM.
Select from the Configuration pulldown and notice
how the BOM reflects the different contents of each
configuration.
To explore more options in the Bill of Materials tab, please reference
Appendix B on page 131.
Exercise 1 29
7 Examine Contains.
Select the Limit Mechanism folder then select the
Contains tab and select the Limit
Mechanism.SLDASM. Notice that the assembly
consist of a sub-assembly and several parts.
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8 Examine Where Used.
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select the Where Used tab and select the Input
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Disk.SLDASM. Notice that the Input Disk is
used in two other documents.
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30 Exercise 1
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Lesson 3
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Document Creation and
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Check In
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Create project folders.

Create new documents in the vault.
Add existing documents to the vault.
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Check documents into the vault.

Create new project folders from pre-defined templates.
Create new documents from pre-defined templates.
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32
Document PDMWorks Enterprise is a document management system entirely

Creation and integrated within Windows Explorer. Users perform all functions with
Check In PDMWorks Enterprise either through Windows Explorer, a Windows
application or one through of its CAD integrations.
Creating New PDMWorks Enterprise users can create new folders and files in the
Folders and Files same manner as they do in Windows Explorer or from within a
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Windows application. For example:
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Right-click in the file view and create a new folder or file.
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Create a new file from within the application being used.

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The advantage of PDMWorks Enterprise is that you have the

opportunity to associate information (properties/attributes also known
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as metadata) to the folders and files. This information helps to organize

your data and makes it easier to find information when needed.
Case Study: In this case study, we will create a new folder in the Student
Checking in Projects folder of the Training vault. This folder will then be
Documents used organize the new files we will create and an existing file set that
we will be add to the vault.
Document Creation and Check In 33

1 Login.
Select the training folder and log in.
For this lesson we will log in as student1. The password is stu.
2 Create new project folder.
Browse into the Training vault and select the folder Student
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Projects.
Right-click in the file view area and select New > Folder.
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Give the folder the name PRJ-XXXXXX (where XXXXXX is your
name).
3 Modify folder data card.
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Select the new folder in the file view and select the Folder Card tab.
Select the tab Edit Values for the folder data card and enter My
Project for the Project Name, ACME for Customer and your name
as the Project Manager, then select the Save icon to the right of the
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data card.
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34 Case Study: Checking in Documents

File Modes Private (local) Mode

When a new file is first created or placed into a users local cache,
the document is a special, private checked out state. The file has not
yet been checked into the vault, however, information about the file
(properties/attributes - also known as metadata) is entered into the
database. This information is viewable only by the creator or by the
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admin user. Other users will not have access to the file until it has
been checked in.
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Checked In
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No user is working with this file. Any user with the appropriate
rights may therefore check out the file for editing. Opening an
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checked in file in an application will open it in a read-only mode.
Checked Out
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The file is exclusively checked out by one user for editing. No other
user can check out this file at the same time. Other users can open
the file for viewing and copying, but it is not possible to save any
y eD changes.
When a file is first created or placed into the users
local cache, it will be version 1 of the file.
Viewing the Version tab will show that you have
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version 1/1. If you check the file in now, it will
remain at version 1.
If you edit the file properties or modify the
document after placing it in your local cache
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but before check in, the Version tab will reflect

the document was modified by displaying the
version as -/1. The dash symbolizes that it was modified. If you check
in the file after modification it will become version 2. Version 1 will be
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the original state prior to modification.
Warning If you create a new file in a folder that is located outside of the vault
you must browse to the correct vault folder upon Save, or Save As and
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browse to the correct vault folder, or drag and drop the folders from
their current folder into the appropriate vault folder.
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4 Create new file.

Browse into the newly created folder and right-click and create a new
Microsoft Word Document.
The document will be created in the folder. Give the document the
filename DOC-XXXXXX (where XXXXXX is your name).
Case Study: Checking in Documents 35

Fill in the File Data Card as follows:
Title: My Document
Subject: Product Specification
Keywords: Specification
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Select the Save icon to the left of the data card when finished.
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Notice that several properties were already filled out. The extent to
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which the data card that gets filled out automatically is determined by
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the setup put in place by the system administrator. In this case, the Doc
Number automatically used the next available number, the Created By
field are automatically filled in with the users login name, the Date
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field is filled in with todays’ date and the Project Name and Project
Number fields are inherited from the parent project folder.
y eD 5 Modify file.
Double click on the new file to open.
Add several lines of text to the word document, save and exit out of
Word.
Select the Preview tab to view the changes.
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Add Existing Files In some cases users will have files that were created prior to using
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PDMWorks Enterprise or files that were obtained from an outside

source such as a contractor who does not have access to the vault.
To add these files to the vault you can drag and drop the files into the
specific vault folder or you can drag and drop a folder into the vault.
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6 Copy folder.
Open a second Explorer window.
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Browse to the location for the training documents:

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...\Training Files\PDMWorks Enterprise for SW\Lesson03\Case Study

Locate and select the folder ACME Project Documents and drag and
drop into the Training vault folder Student Projects\PRJ-XXXXXX.
Browse the folder and file information on the data cards. Notice that if
the files had the appropriate property/attribute values, they are
automatically extracted to populate the data cards.

Document After creating and adding new file(s), Check In the file(s) to make
Check In them available to all other users with appropriate rights.
Users can select multiple files at one time by using the Shift or Ctrl
keys or simply select the folder and all eligible documents will be
selected for check in.
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Where to Find It Select the file(s) or folder and right-click Check In....
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Or select the file(s) and select the Check In icon .
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Note All changes of a file are solely made in the file in your local working
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folder until you check them into the vault.
When a file is checked in and its data has changed from the latest
version stored in the file vault, a new version of the file will be created.
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This way PDMWorks Enterprise ensures that all changes to a file are
stored, without having the previous version overwritten and destroyed.
y eD If nothing has changed in the version of the file stored locally, the
Comment field will be grayed out during check in and the version will
not be incremented.
Procedure To check your file(s) into the file vault and create a new version:
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1. Select the file to be checked in (press and hold Shift or Ctrl to select
multiple files).
2. Right-click the selection and select Check In from the menu, or
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click Check In on the toolbar.

3. Refer to the description below about the check in columns and
make any selections by marking the checkboxes.
4. Enter a comment about the changes made to the file in the
Comment field.
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The columns in the Check In dialog box are as follows:
File Name Name of the file or referenced file.

Result Shows if there are any problems unlocking the file.
The different results are:
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OK – No problems found. File will be checked in.
File not found – The referenced file is not found.
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Outside PDMWorks Enterprise – The referenced
file is stored in a location outside the file vault and
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will not be added as a reference in PDMWorks
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Enterprise for the parent file (the actual reference is
still stored in the physical parent file).
Cyclic reference – The referenced file itself
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refers back to the parent file and cannot be checked
in.
y eD Check In Select to check in the file. If the checkbox is greyed

out, the file is not checked out by you and cannot be
checked in or there is a problem unlocking the file.
Keep Select to keep the file checked out after it has been
Checked checked in and a new version with the changes has
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Out been made.
Remove Select to remove the local copy of the file from the
Local Copy working folder (cache) once it is checked in.
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Local Ver. Shows both the local version (cached version) and the
latest version of the file. The local version is written
as a hyphen ('-') if the local file is modified or not
found.
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New Ver. If the file is a reference and you have retrieved an

earlier version to the local working folder, you can
select which version of the reference should be
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attached to the checked in parent file. To change

which version that should be used, click the button
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and select from the following options:

Use Local Version – Attach the version of the
reference that is retrieved to the local working folder.
Use Latest Version – Attach the latest version of the
referenced file.
Checked Shows which user, you or other, which has the file
Out By checked out.
Checked If the file is checked out, shows on which system the
Out In file is checked out.

Referenced Shows how the file is referenced by the parent file (by
as full path, relative path or only the file name).
Found in Folder where the file is actually found.
State Shows which workflow state the selected version of
the file is in.
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Referenced as, Found in and State are not
displayed by default. To view these, right-
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click and select to toggle the option
display on/off.
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Additional Options If you right-click in the Check In dialog box the following menu opens
y eD giving you four additional options:
Columns: You can select
which columns will be
displayed in the Check In
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dialog box.
Select the columns to display.
Select All: This option selects
all files displayed in the Check
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In dialog box.
Select Files: This option allows you
to select files which match a
wildcard pattern.
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Check In All Files: This option

toggles on/off the selection all
checkboxes in the Check In column.
Keep All Files Checked Out: This option allows you to keep all
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the files chacked out after the check in.

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Remove All Local Copies: This option will delete all local copies
after check in.

Open File List: This option opens an Excel file containing the
check in information currently displayed.
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Save File List: Similar to Open File List, this option saves as
a .txt file the check in information currently displayed.
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7 Check in a single file.
y eD Browse to the Student Projects\PRJ-XXXXXX folder.

Select the DOC-XXXXXX.doc file, right-click and select Check In....
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The Check In dialog will appear. Enter Initial check in in the

Comment field then select Check In.
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Noticed that the Checked Out By field is now empty and the Version tab
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information had been updated to reflect that the document is now in the
vault and in a workflow.
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8 Check In multiple files.

Browse to the Student
Projects\PRJ-XXXXXX folder.
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Select the ACME Project

Documents folder, right-click and
select Check In....
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Note Notice that the Check Out command is not grayed out. This is because
the documents were multi-selected. In some cases, you may have a
folder consisting of documents that are checked in and checked out, in
which case both selections would be valid for eligible files.
Check in to complete the check in operation.
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Create Files and PDMWorks Enterprise templates are used to automate creation of new
Folders from files and folder structures in PDMWorks Enterprise. A template can,
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Templates for example, create a project structure and automatically name the
folders and fill in the project data cards with information.
When creating a new file in PDMWorks Enterprise you can use any of
the templates installed. Right-click in the file view and select New. In
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the sub-menu, all available templates are listed.

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9 Create standard folder set.

Browse to the Student Projects\PRJ-XXXXXX folder.
Right-click and select New > Project > Type A.
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structure where the top folder name is a
concatenation of the text Student and the value
of the Project Number variable. It then creates
two sub-folders CAD Files and General
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Documents beneath the first folder created.
10 Create a standard document.
Browse to the newly created sub-folder General Documents.
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Right-click and select New > Specification.

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The property Doc Number is already filled in by the template. The File
name will automatically be generated from the Doc Number.
Fill in the Title, Subject and Keyword variables in the data card.

Select the Comments tab on the data card and type in a few lines of text.
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Select Open File to open the file for editing. Notice that the text
entered into the Comments field of the data card will populate the
document. (This is driven by a macro saved within the template
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document.)
Save and exit.
Check In the document.
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Warning Be sure that the Macro Security in Microsoft Word is set to Low (or
Medium) so that the Macro can properly execute.
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Exercise 2: In this exercise we

Document will add new and
Creation and existing folders and
documents to the
Check In
PDMWorks
Enterprise Vault.
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set up, student1, student2,
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3 Create a New Project Folder.
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Expand the Student Projects folder. Create a new project folder
PRJ-XXXXXX (where XXXXXX is your name).
4 Create New Project Folders from a Template.
Browse into the newly created PRJ-XXXXXX folder. Use the Type
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B template to create a new set of project sub-folders.

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5 Create a new Word Document.

Browse into the newly created Specifications folder and create a
new Word document.
6 Create a new Word Document from a Template.
Browse into the Specifications folder. Use the Specification
template to create a new Word document. Make sure to fill out the
Comment tab to see the text reflected with the new file.
7 Copy Existing Documents into the Vault.
Select the ACME Project Documents folder from C:\Training
Files\PDMWorks Enterprise for SW\Lesson03\Exercises\ folder (or
Exercise 2 47
the location specified by your instructor) and drag an drop into the
folder PRJ-XXXXXX.
8 Check in a Document.
Browse into the Specifications folder. Select a Word document
and check the document into the vault.
9 Check in Multiple Documents.
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Browse into the PRJ-XXXXXX folder. Check in all the documents
in the ACME Project Documents folder.
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48 Exercise 2
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Lesson 4
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Advanced Document
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Check In
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Check In files with references.

Create SolidWorks files from pre-defined templates.
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49
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50
Advanced Document Creation and Check In on page 33 covered the check in of

Document simple documents. This lesson will discuss the check in of documents
Check In with references.
Check In File After creating or placing new files in the local view, Check In the file to
make it available to all other users with appropriate rights. If the
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checked in file contained references, the new file version will
remember (in the file vault database) which versions of the references
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were used so that when retrieving an earlier version of the parent file,
all referenced versions will be retrieved as they were attached.
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Where to Find It To Check In your file(s) into the file vault and create a new version:
1. Select the file to check in (hold down Shift or Ctrl to select multiple
files).
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2. Right-click on the selection and select Check In from the menu, or
click the Check In button on the toolbar.
y eD 3. Refer to the description below about the check in columns and
make any selections by marking the checkboxes.
Comment field. This comment makes it easier to find changes made
to a file in its history.
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Note If nothing has changed in the version of the file stored locally, the
Comment field will be greyed out. No new version will be created.
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5. Click Check In (new versions will be created for any changed

files).
The columns in the Check In dialog box are as follows:

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Result Shows if there are any problems unlocking the file.
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The different results are:

OK – No problems found. File will be checked in.
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File not found – The referenced file is not found.

Outside PDMWorks Enterprise – The referenced
file is stored in a location outside the file vault and
will not be added as a reference in PDMWorks
Enterprise for the parent file (the actual reference is
still stored in the physical parent file).
Cyclic reference – The referenced file itself
refers back to the parent file and cannot be checked
in.
Advanced Document Check In 51

Check In Select to check in the file. If the checkbox is greyed

out, the file is not checked out by you and cannot be
checked in or there is a problem unlocking the file.
Keep Select to keep the file checked out after it has been
Checked checked in and a new version with the changes has
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Out been made.
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Remove Select to remove the local copy of the file from the
Local Copy working folder (cache) once it is checked in.
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found.
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New Ver. If the file is a reference and you have retrieved an
earlier version to the local working folder, you can
y eD select which version of the reference should be
attached to the checked in parent file. To change
which version that should be used, click the button
and select from the following options:
Use Local Version – Attach the version of the
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reference that is retrieved to the local working folder.
Use Latest Version – Attach the latest version of the
referenced file.
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Checked Shows which user, you or other, which has the file
Out By checked out.
Checked If the file is checked out, shows on which system the
Out In file is checked out.
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as full path, relative path or only the file name).
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the file is in.
References Outside If a referenced file is reported Outside PDMWorks Enterprise, it is

the PDMWorks stored and referenced in a location outside the current file vault. The
Enterprise Vault reference will not be added to the PDMWorks Enterprise file vault
when you check in the parent file. Nor will any information about the
reference to the parent file be stored in the vault. Next time you check
out the parent file, this referenced file will not appear in the check out
dialog box.
52 Advanced Document Check In

To avoid this, you can choose either place the referenced file in the
same folder as the parent file or place it in a vault folder and update the
parent file to refer to the referenced file using a fixed path.
Search for External For all references, which are not referred to in the parent file with a full
References (fixed) path, PDMWorks Enterprise searches in the same folder as the
parent file resides.
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Important! SolidWorks setting should be verified to ensure proper references are
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used when loading drawings and assemblies.
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When Search file location for external references is not
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selected, the paths in File Locations, Referenced Documents are
not used.
To ensure that eDrawings information is created in every
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document, make sure the option in Document Properties, Image
Quality, Save tessellation with part document is selected in all
SolidWorks part document templates.
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Case Study: In this case study, we will add project folders and their files to the
Checking in Training vault and check in the CAD assembly file and their references.
Documents with
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References
SolidWorks
Documents
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1 Login.
2 Add existing project folder.
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Open an Explorer window.

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Locate and select the folder MainBase and drag and drop into the
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Training vault folder Student Projects\PRJ-XXXXXX.
Case Study: Checking in Documents with References 53

3 Check in Assembly.
Browse into the MainBase folder, select SubHolder-2.SLDASM and
right-click Check In. Click Check in to complete the operation.
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Note y eD All references contained in the Assembly are included in the Check In
dialog list. References that are already checked in will not be selected
in the reference file list. Notice that in the previous check in of an
assembly, the drawings were not included in this list. This is because
the assembly does not reference the drawing, rather the drawing
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references the assembly.
Tip Click on the File Type header in the file view to sort files by file type.
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This will make it easier to locate a specific file type for check in.
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54 Case Study: Checking in Documents with

4 Check in Drawing.
Browse into the MainBase folder, select MainAssy.SLDDRW and right-
click Check In. Click Check in to complete the operation.
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5 Check in Remaining Project Files.

In the MainBase folder, click on the header Checked Out By to sort.
Select all files Checked Out By student1 and right-click and Check In.
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Other CAD In addition to SolidWorks file types, PDMWorks Enterprise will

Documents automatically recognize file references for AutoCAD, Inventor, and
Solid Edge file types.
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6 Check in AutoCAD files.

Locate and select the folder Caster Assembly and drag and drop into the
Training Vault folder Student Projects\PRJ-XXXXXX.

Browse into the Caster Assembly folder, select Caster Assembly.dwg

and right-click Check In. Click Check in to complete the operation.
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7 Browse References.
y eD Select the file Caster Assembly.dwg and select the Contains tab.
Create SolidWorks PDMWorks Enterprise templates are used to automate creation of new
Files from files and folder structures in PDMWorks Enterprise. A template can,
op as
Templates for example, create a project structure and automatically name the
folders and fill in the project data cards with information.
When creating a new file in PDMWorks Enterprise you can use any of
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the templates installed. Right-click in the file view and select New. In
the sub-menu, all available templates are listed.
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In addition to accessing SolidWorks file templates from an Explorer

window, templates can be accessed from within SolidWorks.

Select File > New click on the Advanced button. A new tab,
PDMWorks Enterprise, will appear containing SolidWorks template
selections.
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Warning
y eD The SolidWorks, System Options, Default Templates paths must not be
blank. If the paths are not defined the PDMWorks Enterprise tab will
not populate.
8 Create SolidWorks Files from Templates.

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Browse into the PRJ-XXXXXX\Student PROJ-nnnnnn\CAD Files
folder.
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From within the file view, right-click and select New > SolidWorks >
Part. Enter a Description in the data card and select Create File. Check
the file into the vault.
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Exercise 3: In this exercise we will add existing folders containing

Advanced SolidWorks documents to the PDMWorks Enterprise
Document Vault.
Check In
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password of stu.
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3 Copy Existing Documents into the Vault.
y eD Select the Tool Vise folder from C:\Training Files\PDMWorks

Enterprise for SW\Lesson04\Exercises\ folder (or the location
specified by your instructor) and drag an drop into the folder PRJ-
XXXXXX.
4 Check in a Document.
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Browse into the Tool Vise folder. Select the file tool
vise.SLDASM and check the file and all its references into the
vault.
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Exercise 3 59
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60 Exercise 3
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Lesson 5
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Versioning Files
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Check out files.
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Create new versions of files.

Understand working with file versions.
Undo a check out.
View document history.
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61
Versioning Files
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62
Versioning Files
Versioning Files One of the primary benefits of PDMWorks Enterprise is the ability to
modify files and retain a history of all file changes and if necessary
retrieve older versions of files when needed.
A file that is stored in a PDMWorks Enterprise file vault will have one
or more file versions. A version stores the changes that were made to
the file after the previous version was modified. When files are added
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to the file vault the original file version is 1.
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To modify a file you check it out for editing and make the changes with
an associated application. To later commit the changes to the file vault
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for other users to see, you check it in it. Each time a file is checked in
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and it is different from the latest version, a new version will be created,
but the filename will remain the same.
This file history can be viewed at any time by selecting a document and
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right-click select History. The history dialog provides an audit of all
actions performed on the selected file.
y eD This lesson will detail the operations that enable users to create and
retrieve file versions.
Check Out The Check Out command creates a writable copy of the latest version
of a file in the working folder of the file vault. By checking out a file,
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PDMWorks Enterprise ensures that no two users can simultaneously
edit the file. If you want to edit a file, you must first check the file out.
Where to Find It To Check Out a file in Windows Explorer:

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Select the file to check out (hold down Shift or Ctrl to select
multiple files).
Right-click on the selection and select Check Out in the menu, or
click button on the toolbar.
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If you have sufficient rights to check out the file, the file will now be
marked as checked out in the file vault.
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Optional Check Since PDMWorks Enterprise is fully integrated into the Windows
Out Method Explorer interface, you can use the Check Out command directly from
within any Window application using its open dialog.
Versioning Files 63
Versioning Files
For example, when you are working with files such as Word documents
or an Excel spread sheets, click File, Open. The Open dialog box
opens.
Browse in the Look in field to the folder in the PDMWorks Enterprise
file vault, which contains the desired file. If necessary, change to
appropriate file type (e.g. All Files) in the Files of type field. When
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you have found the file, right-click it. The right-click menu opens.
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Select Check Out. The file is now checked out in the PDMWorks
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Enterprise file vault and you can open it to modify the file. To submit
the file changes to the file vault for other users to see after saving the
file, you will have to check it in.
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Files Containing If the file(s) that you are checking out contain references to other files,
References a check out dialog will open to let you check out or retrieve the
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referenced files also:
64 Versioning Files
Versioning Files
The columns in the Check Out dialog box are as follows (you can make
selections using the checkboxes in the list):

Result Shows if there are any problems locking the file. The
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different results are:
OK – File will be checked out by you.
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File is checked out by you – The file is already
checked out by you.
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File is checked out – The file is checked out.
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Look for by whom in the Checked Out By column.
No check out rights – The file exists but you
have no rights to check out the latest version of the
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file. Contact your system administrator to obtain
sufficient access rights.
y eD Check out Mark the checkbox to check out the file. If the
checkbox is greyed out you cannot check out the file.
Get Mark the checkbox to retrieve the selected version
(displayed in the Local Ver. column) of the file to
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your local working folder. If you select to check out
the file it will always retrieve the latest version. If the
checkbox is greyed out you lack rights to retrieve the
selected version of the file.
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found.
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Checked If the file is already checked out, shows which user

Out By that has the file checked out.
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Checked If the file is already checked out, shows on which

Out In system the file is checked out.
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As full path, relative path or only the file name).
the file is in.
Versioning Files 65
Versioning Files
Referenced as, Found in and State are

not displayed by default. To view
these, right-click and select to toggle
the option display on/off.
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Additional Options If you right-click in the Check Out dialog box the following menu
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opens giving you four additional options:
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Columns: You can
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select which columns
will be displayed in the
Check Out dialog box.
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Select the columns to
display.
y eD Select All: This option

selects all files
displayed in the Check
Out dialog box.
Select Files: This option allows you
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to select files which match a
wildcard pattern.
Check Out All Files: This option
toggles on/off the selection all
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checkboxes in the Check Out

column.
Get All Files: This option toggles on/off the selection all
checkboxes in the Get column.
Open File List: This option opens an Excel file containing the
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check out information currently displayed.

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Save File List: Similar to Open File List, this option saves as
a .txt file the check out information currently displayed.
66 Versioning Files
Versioning Files
Start the Editing Depending on the file type selected, the corresponding application
Program (Word, Excel, etc.) starts automatically when double-clicking on the
checked out file.
You can now edit the file. After editing, save the file as customary of
the Windows application used to modify the file.
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Case Study: In this case study, we will check out a file, modify the file, check the
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Versioning Files modified version into the vault, and retrieve an older version from the
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vault.
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1 Login.
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2 Check out file.
Browse to the Student Projects\PRJ-XXXXXX\ACME Project
y eD Documents folder.
Select the Thesis Outline.doc file, right-click and select Check Out.
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Case Study: Versioning Files 67

Versioning Files
3 Modify file.
Double click on the file Thesis Outline.doc to open.
Make modifications to the file text, Save and exit Word.
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4 Check in Modifications.
The Version tab will reflect that the document has been changed.
y eD Select the Thesis Outline.doc file, right-click and select Check In.
Since we would like to make another change, select the option Keep
Checked Out. Enter a change Comment: and Check In.
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5 Make additional modifications.

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Double click on the file Thesis Outline.doc to open.

Make modifications to the file text, Save and exit Word.
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6 Check in Modifications.
The Version tab will reflect that the document has been changed.
Select the Thesis Outline.doc file, right-click and select Check In.
Do not keep checked out. Enter a change Comment: and Check In.
68 Case Study: Versioning Files

Versioning Files
Local File Version When you select a file in the Explorer file view, the current version of
the file stored locally in the working folder (cache) will be displayed in
the version preview tab:
The first number represents the local version and the second number
represents the latest version in the vault. A hyphen ('-') is displayed if
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the local file version is modified. If the file is not found locally, the
latest version of the file will be retrieved from the file vault and
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physically copied to the working folder on your local hard disk drive.
You can also find out which version is stored locally by displaying the
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properties of the file.
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To change which version you are currently viewing, use Get Latest
Version or Get Version.
Get Latest Version To retrieve the latest version of a file:
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Where to Find It Right-click on the selection and select Check Out in the menu.
y eD Or, click Get Latest Version on the toolbar.
If you have sufficient rights to retrieve the file version, the file(s) will
physically copied to the working folder on your local hard disk drive.
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If you use the Get Latest Version command on a folder, all subfolders
and files will be processed and the latest version of the files will be
retrieved locally.
Get Version
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To retrieve an earlier version of a file:
Where to Find It Right-click on the file

and select Get Version.
A submenu will appear
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listing all file versions

that you have sufficient rights to retrieve. If a version is unavailable
the name will be greyed out.
Select a version in the menu and the chosen file version will be
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physically copied to the working folder on your local hard disk

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drive.
Note If your system administrator set the Always work with latest version
of files option, Get Version will not be available in the menu.
Overwriting If the file is checked out by you, the Get Latest Version and Get
Checked Out Version command will overwrite any file content stored locally with
Versions the content from the selected version.

Versioning Files
A dialog box will be shown asking you to confirm that the file content
will be overwritten with the latest version. Click Yes to retrieve the
selected version.
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7 Get previous version.
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Documents folder.
Select the Thesis
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Outline.doc file, right-click
and select Get Version. Get
a previous version of the
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Select the Version tab and review the information.
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8 Get Latest Version

Select the Thesis Outline.doc file, right-click and select
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Get Latest Version.

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Select the Version tab and review the information.
Undo Check Out To remove the check out on a file checked out by you, without saving
any changes made to the file, use Undo Check Out:
Where to Find It Right-click on the file.

Versioning Files
In the pop-up menu, select Undo Check Out.
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An Undo Check Out dialog appears.
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If the file was modified after Check Out and before Undo Check
Out, a warning will appear in the dialog box. Click Undo Check
Out to continue.
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Versioning Files
An Undo Check Out warning dialog box appears. Click Yes or

Yes to All.
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Warning You will lose any changes you have made to the local copy of your file.
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The check out is undone, and if the checked out file was modified prior
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to performing the Undo Check Out, the local copy be removed. If the
checked out file was not modified prior to performing the Undo Check
Out, the local copy remains.
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9 Get Previous Version.
y eD Browse to the Student Projects\PRJ-XXXXXX\ACME Project

Documents folder.
Select the Thesis
Outline.doc file, right-click
and select Get Version. Get
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a previous version of the
file.
10 Check Out file.
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Select the Thesis Outline.doc file, right-click and select Check Out.
Notice that the previous version is overwritten with the latest revision.
Note Always check out before editing.

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11 Undo Checkout.
Select the Thesis Outline.doc file, right-click and select Undo Check
Out. Select Undo Check Out in the dialog box to complete the undo
operation.
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History The history dialog provides an audit of all actions performed on the
selected file.The History dialog provides a means to Compare versions
of files (if the viewing application supports this action), Rollback to an
earlier version (if permission is granted), or Get the selected version as
the active version.

Versioning Files
12 View History.
Select the Thesis Outline.doc file, right-click and select History... to
browse all actions on the selected file.
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Versioning Files
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Exercise 4: In this exercise we will create a new document, modify

Versioning Files the document to create new versions, get previous and
latest versions of the document, undo a check out and
view document history.
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password of stu.
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3 Create a new Specification document.
y eD Browse to the Student Projects\PRJ-XXXXXX\ACME Project

Documents folder.
Create a new Specification from a template and check it into the
vault.
4 Version the document.
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Check out the newly created Specification file.
Make modifications then save and close the document.
Check the document into the vault.
5 Get Version.
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Get a previous version of the document.

Examine the Version tab.
6 Get Latest Version.
Check out the document.
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Open the document, make modifications then save and close the
document.
Do not check the document in.
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7 Undo Check Out.
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Undo Check Out on the document.

8 View History.
View the document history.
Exercise 4 75
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76 Exercise 4
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Lesson 6
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Turn on the SolidWorks Add-in.
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Check Out CAD files.

Create new versions of CAD files.
Understand working with CAD file versions.
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78
Versioning CAD Versioning Files on page 63 covered the versioning of non-CAD

Files documents. This lesson will discuss the versioning of CAD documents,
specifically SolidWorks, and their references.
SolidWorks Add-in The PDMWorks Enterprise Add-in for SolidWorks provides access to
control and workflow tools from within the SolidWorks application.
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Where to Find It To use PDMWorks Enterprise from SolidWorks:
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1. In SolidWorks, select Tools, Add-Ins and verify that PDMWorks
Enterprise is selected.
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The PDMWorks Enterprise window is displayed in the Task Pane.
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2. Open or create a part, drawing, or assembly to view PDMWorks
Enterprise file statuses.
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Note You are warned if a file you are opening is Read Only. If you want to
modify it, right-click the file name in the PDMWorks Enterprise pane
y eD and select Check Out.

3. Right-click the file or a variable to access Enterprise functions.
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Versioning CAD Files 79

Check Out Files The Check Out command creates a writable copy of the latest version
of a file in the working folder of the file vault. By checking out a file,
PDMWorks Enterprise ensures that no two users can simultaneously
edit the file.
If you want to edit a file, you must first check the file out.
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Where to Find It To Check Out a file in SolidWorks:
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Select the file in the graphics window, or from the task pane, or
from the feature manager tree.
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Right-click on the selection and select Check Out in the menu, or
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click the check out button on the toolbar.
If you have sufficient rights to check out the file, the file will now be
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marked as checked out in the file vault.
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Files Containing If the file(s) that you are checking out contain references to other files,
References a check out dialog will open to let you check out or retrieve the
referenced files also:
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Start the Editing Depending on the file type selected, the corresponding application
Program (SolidWorks, AutoCAD, etc.) starts automatically when double-
clicking on the checked out file.
You can now edit the file. After editing, save the file as customary of
the Windows application used to modify the file.
80 Versioning CAD Files

Case Study: In this case study, we want to version a part contained within a
Versioning Files SolidWorks assembly. We will version both the part and the assembly
and see the effects on other file references.
1 Login.
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Select the Training vault and log in.
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2 Open assembly in SolidWorks.
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Start SolidWorks, select File > Open and browse to the Student
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Projects\PRJ-XXXXXX\MainBase folder, select SubHolder.SLDASM
and Open.
Select Yes when asked to open read-only and select OK to
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acknowledge the message regarding the need to check out in order to
modify.
y eD 3 Check out files.

Click on the PDMWorks Enterprise tab
in the task pane.
Select the SubHolder assembly and right-
click Check Out.
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The assembly is automatically selected

for check out. Select the check out boxes
for both the Bracket part and drawing
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and select Check Out.

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Note Unlike the check in command, check out can gather the drawing
references from the PDMWorks Enterprise database and offer them for
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check out along with the reference parts and assemblies.

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4 Modify design.
Open the part file Bracket for editing. Modify the part by adding a
10mm diameter through hole on the top face between the slot and the
other two holes.
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Open the Bracket drawing to update.
Save Modifications.
Save the changes to the part and drawing and close the files. Click Yes
to rebuild the assembly then Save the assembly.
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The modifications of the assembly and the part will be reflected in the
task pane. The Local version of both files will be highlighted red and
the Value -/1 indicated that the local version has been modified.
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Check In Files After editing and saving a checked out file, Check In the file to make it
available to all other users with appropriate rights.
Note All changes of a file are solely made in the file in your local working
folder till you check it into the vault.
When a file is checked in and its data has changed from the latest
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version stored in the file vault, a new version of the file will be created.
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This way PDMWorks Enterprise ensures that all changes to a file are
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stored, without having the previous version overwritten and destroyed.
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Users can quickly retrieve versions of a file, that they have access
rights, using the Get Version command.
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Where to Find It To Check In a file in SolidWorks:
1. Select the file in the graphics window, or from the task pane, or
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from the feature manager tree.
2. Right-click the selection and select Check In from the menu, or
y eD click Check In on the toolbar.
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3. Make any selections in the check in columns by marking the

checkboxes.
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Comment field. This comment makes it easier to find changes made

to a file in its history and will help selecting correct version when
using the Get Version command.
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Note If nothing has changed in the version of the file stored locally and the
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latest version in the file vault, the Comment field will be greyed out.
No new version will be created either after unlocking the file(s).
5. Click Check In and new versions will be created of the changed
files.
Note If the checked in file contained references, the new file version will
remember (in the file vault database) which versions of the references
were used so that when retrieving an earlier version of the parent file,
all referenced versions will be retrieved as they were attached.

References Outside If a referenced file is reported Outside PDMWorks Enterprise, it is

the PDMWorks stored and referenced in a location outside the current file vault. The
Enterprise Vault reference will not be added to the PDMWorks Enterprise file vault
when you check in the parent file. Nor will any information about the
reference to the parent file be stored in the vault. Next time you check
out the parent file, this referenced file will not appear in the check out
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dialog box.
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To avoid this, you can choose either place the referenced file in the
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same folder as the parent file or place it in a vault folder and update the
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parent file to refer to the referenced file using a fixed path.
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Searches for For all references, which are not referred to in the parent file with a full
External References (fixed) path, PDMWorks Enterprise searches in the same folder as the
parent file resides.
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6 Check in Files.
y eD Click on the PDMWorks Enterprise tab in the task pane.

Select the SubHolder assembly and right-click Check In.
Enter the comment; added a 10mm hole to the bracket.
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Click Check In to complete the operation.

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Close the file in SolidWorks.

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Note Remember that the drawings are not part of the assembly reference list
and must be checked in separately.

Check In the Bracket drawing.
Tip You can use the

Open dialog to
perform any
right-click
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Check In.
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Versions
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Working With File When you open the file you will always get the local version. If there is
no local version of the file, you will get the latest version from the file
vault.
To retrieve an assembly as built, you must use the Get... command to
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retrieve the correct version of the assembly and its references.
To retrieve the latest versions an assembly and the latest version of its
parts, you must use the Get Latest Version command to retrieve the
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assembly and its references.
Important! The Check Out command always retrieves the latest version of files
regardless of how it was built.
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In-Context There are times when modifications made to a part or a sub-assembly

References will impact a parent assembly and/or the files within the parent
assembly. One such example is the use of mirrored components.
PDMWorks Enterprise alerts you to these changes when you work on
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the parent assembly. A warning message will be displayed that lists the
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affected files.
To update the assembly you will need to check out and update the
affected files, then update the assembly and version the modifications.
7 Open Assembly As-Built.

From SolidWorks, select File > Open and browse to the Student
Projects\PRJ-XXXXXX\MainBase folder, select MainAssy.SLDASM
and Open.
Select Yes when asked to open read-only.

Select the checkbox Do not show this message again and select OK
to acknowledge the message regarding the need to check out in order to
modify.
The file is opened with the latest version of the SubHolder assembly.
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Select the MainAssy assembly in the task pane and right-click Get....
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Select the version and click OK.

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The Get dialog shows which version of each reference will be

retrieved. (In this case version 1 of 2 as signified by the Version 1/2).
Click Get to complete retrieving the as-built version of the assembly.
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The status of the SubHolder sub-assembly and

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Bracket part are reflected in the task pane.

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8 Update main assembly.

Select the MainAssy assembly in the task pane and right-click Check
Out.
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Check out will Get the latest version of the references. Click Check
Out to continue.
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If necessary, select OK to warning messages about files that need to be

checked out in order to modify.
9 Update components.
From the task pane, Check Out the SubHolder-2 assembly and the
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Bracket-2 part.
10 Create new version.
Save the MainAssy assembly.
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Check In the assembly and related files, then close the files in
SolidWorks.
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Exercise 5: In this exercise we will modify and version SolidWorks

Versioning CAD documents.
Files
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3 Start SolidWorks and add-in.
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Start the SolidWorks application and turn on the PDMWorks
Enterprise add-in.
Locate the PDMWorks Enterprise tab on the task pane.
Version a SolidWorks part and drawing.
Browse into the Tool Vise folder.
Select the file tool holder.SLDPRT and open in SolidWorks.
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Check out the part.
Add a hole in the top face.
Open and check out the related drawing (tool holder.SLDDRW).
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Save the files and check in.

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5 Version a SolidWorks assembly and drawing.

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Open the files tool vise.SLDASM and tool vise.SLDDRW in

SolidWorks.
Perform the steps necessary to update and create a new version of
the assembly and drawing.
6 Get Previous Version.
Get a previous version of the assembly.
7 Get Latest Version.
Check out the assembly to get the latest version of the assembly.
8 Undo Check Out.
Undo Check Out of the assembly.
Exercise 5 89
9 View History.
View the assembly and part history.
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90 Exercise 5
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Lesson 7
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File References
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Create user-defined file references.
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Copy files and references.

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91
File References
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92
File References
File References CAD files typically have references that tie parts to assemblies, part
and/or assemblies to drawings, etc. It is sometimes desirable to create
references (links) between office documents, PDFs, images, etc. Users
can manually create references between files. This is useful when you
want to tie documents together so that when you work on the parent
file, its references are displayed automatically.
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Examples:
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Microsoft Excel spreadsheet with a Microsoft Word file.
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3D component of a motor with the PDF specification file.
Digital image of a building with the renovation drawing in
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SolidWorks.
Creating and You can create user-defined references between files. When you work
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Removing on the parent file, its references are displayed automatically.
References
Procedure
y eD To create a user-defined reference:
1.
2.
Right-click the parent file and select Check Out.
Select the files to reference.
3. Right-click the files and select Copy.
4. Right-click the parent file and select Paste as Reference.
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5. Click OK.
6. Check in the parent file.
7. To verify the references, select the parent file and select the
Contains tab.
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To remove a reference:
1. Check out the parent file.
2. On the Contains tab, click Edit user defined reference .
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3. In the dialog box, clear the check boxes for the references to
remove.
4. Click OK.
5. Check in the parent file.
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Case Study: This case study will illustrate how to manage file references.
File References
1 Create a reference.
Documents folder.
Select the realview7.TIF file, right-click and select Copy.
In the same folder, select the Thesis Outline.doc file, right-
click and select Check Out.
File References 93
File References
Select the Thesis Outline.doc file, right-click and select Paste

as Reference.
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Click OK.
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Check in the Thesis Outline.doc file.
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2 View Reference.
Browse to the Student Projects\PRJ-XXXXXX folder, select the DOC-
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XXXXXX.doc file.
Select the Contains tab to validate the references.
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3 Remove a reference.
Documents folder, select the Thesis Outline.doc file, right-click
and select Check Out. (Do not check out TIF file.)
94 Case Study: File References

File References
Select the Contains tab and select the Edit user-defined references
icon .
Select the realview7.TIF file to uncheck and click OK.
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Check in the Thesis Outline.doc file.
References
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Copying Files with You can copy a parent file with all its references to create a second
instance unrelated to the original. For example, you can copy a docu-
ment set to create as the basis for a new document set or an assembly
file to use as the basis for a new product. Copying a file with references
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lets you reuse all the related parts and drawings without having to rec-
reate the data.
To copy files with references:
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1. Browse to the parent file, right-click it, and select Copy Tree.
2. In the dialog box, click Browse and navigate to the destination
folder.
3. Select an option for how to copy the files:
Copy files to folder:
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Copies all referenced files to the Destination folder.

Copy files to compressed archive:
Copies all referenced files into a compressed archive stored in the
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Destination folder. The compression tool specified in the

PDMWorks Enterprise settings is used. If no compression tool is
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specified, a compressed Windows archive is created.

4. Set the remaining options:
Transform.
Lets you add prefixes or suffixes or change file names.
Include Drawings.
Includes any related drawing files (.slddrw,.dwg,.idw, etc.) when
copying the reference tree.
Regenerate serial number in cards.
If serial numbers are used, assigns the next number in the sequence.
Case Study: File References 95

File References
Preserve relative paths.

Keeps the path of references relative to the copied parent file.
Use latest version of attached reference.
Use attached version of the references.
Uses the version that is attached rather than the latest version.
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Check in files with comment.
After creating the new files, automatically checks the files into the
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vault with the comment provided.
5. Under the Copy column, select references and click Copy.
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The newly copied parts start with a new version history.
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4 Create references.
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Documents folder.
Select the realview7.TIF and Sales Invoice1.xls files,
y eD right-click and select Copy.
In the same folder, select the Thesis Outline.doc file, right-
click and select Check Out.
Select the Thesis Outline.doc file, right-click and select Paste
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as Reference.
Check In the Thesis Outline.doc file.
5 Copy files.
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Documents folder.
Select the Thesis Outline.doc file, right-click and select
Copy .Tree.
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Select Student Projects\PRJ-XXXXXX as the Destination folder.

Click Transform, select Add prefix..., enter New- and click OK.
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File References
Click Check in files with comment and add the comment

New Files and click Copy.
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6 View new files.
Browse to the Student Projects\PRJ-XXXXXX folder and review newly
created documents.
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Case Study: File References 97

File References
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Exercise 6: In this exercise we will create a user defined file

File References reference and duplicate an assembly.
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3 Create a user defined file reference.
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Browse into the ACME Project Documents folder.
Add the file Sales Invoice1.xls as a reference to the file Project
Overview.ppt.
Duplicate an assembly.
Create a duplicate of the tool vise.SLDASM including all part
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references and drawings. Prefix the new file names with the prefix
MOD- and place the new files in a new folder Tool Vise
Modification.
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Browse into the Tool Vise Modification folder and check in all the
newly created documents.
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Exercise 6 99
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100 Exercise 6
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Lesson 8
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Searching
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Search the vault for specific files and properties.
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101
Searching
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102
Searching
Searching When you need to find documents or folders in the PDMWorks

PDMWorks Enterprise file vaults, you can use the PDMWorks Enterprise Search
Enterprise function. With the search tool you can search using the file/folder
name, but also a number of other search criteria, separately or in
combination.
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Where to Find It Right click in the vault (making sure neither a file nor a folder are
selected) and select PDMWorks Enterprise Search.
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Or, click PDMWorks Enterprise Search on the toolbar.
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Or, click Tools, PDMWorks Enterprise Search
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Name and In the upper left section of the search dialog, expand Forms and select
Location Complete Search.
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Select the Name and Location tab. If you know the file name (or part
of it), enter the file name, with or without extension, in the Name field.
Select location, such as the file vault and folder in the Look in list.
y eD You don't have to type the whole file name, it's enough to enter part of
it, with or without wildcards (* or ?). PDMWorks Enterprise finds all
files, whose name contains the entered string.
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Note If the Name field is empty, PDMWorks Enterprise will find all files of
all file types, which are stored in the vault location defined in the
Look in field.
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You can look for files with different file names in the same search by
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entering several search values in the Named field, separated by space or

comma.
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Examples: fax.doc,frame*dep.pdf *frame.dwg

These search values will find all doc files ending with fax.doc, all
pdf files whose file names contain the strings frame and dep, and all
dwg files ending with frame.dwg.
To search for all files of a certain file type enter the search value using
the wildcard, such as *.pdf. PDMWorks Enterprise will find all pdf
files. You can search for several file types in the same search by
entering several extensions, separated by space or comma.
You find the most recently used search values in the drop list in the
Searching PDMWorks Enterprise 103

Searching
Name field. If you select one of these search values you can use it in
the next search without having to re-write it.
Check Include subfolders to search also in all the underlying
subfolders of the selected folder.
Check Search in all versions to have PDMWorks Enterprise search
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through all file versions for the file data card values.
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Start Searching After you have defined the search criteria you must execute the search.
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Where to Find It Click Search, Start Search from the menu.
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Or, click Start Search on the toolbar.
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To clear the search criteria in preparation for defining a new search,
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click the Clear Search icon .
Searching for It is often important for users to locate files they have checked out to
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Checked Out Files themselves. These files should be checked in regularly (at least once a
day).
To help find those files the search engine allows for the checked out
criteria to be searched on.
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The Checked in/out tab of the Search tool allows a user to search for:
Checked in files
Checked out files
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Files checked out to a particular user

A very useful search for the user to run is a search to find files checked
out to themselves. Select Display checked out files option and
picking their user name from the drop list.
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Only files checked out to that user would be displayed in the search
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result window.
104 Searching PDMWorks Enterprise

Searching
The Search Below the search definition area is the search result list. Below the
Results search results listing there will also appear a preview pane. If you select
a file in the search result list, the file preview, file data card and other
information tabs are displayed.
If you right-click on a file name, the pop-up file menu is opened. From
this menu, most PDMWorks Enterprise options are available as in
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Windows Explorer.
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To open a file in the file list:
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Double-click on the file name.
Right-click the file and select Open.
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To clear all defined criteria and create a new search, click New Search.
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Case Study: When you need to find documents or folders in the PDMWorks
Search Enterprise file vaults, you can use the PDMWorks Enterprise Search
function. Users can search by filename, for a specific variable value in
a data card, by workflow status, user name, etc.
Case Study: Search 105

Searching
1 Define search criteria.

Start the search tool, select the Complete Search form and select the
Name and Location tab.
In the Name field enter slddrw, In the Look In field click the Browse
button and select the Training vault.
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Click the Start Search icon . The results are displayed in the file
results area.
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2 Define a new search
Click the Clear Search icon to clear old search criteria.
In the Number field enter PRT, In the Look In field click the Browse
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button and select the C:\Training\Misc Projects folder.
results area.
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106 Case Study: Search

Searching
Favorite Searches A favorite search is one that would

be run regularly by the user. The
search is typically the users own
favorite and is not seen by other
users. Some users may have the
administrative right to create
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favorite searches that can be used
by others.
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A favorite search does not
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remember what results have
appeared before but it remembers
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the criteria that was used to locate
the files\folders returned in a
previous search.
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To create favorite searches do the
following:
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2. click Add Favorite .
3. Enter the name of the new favorite search.
The resultant favorite will be added to the context sensitive menu that
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appears when the user right clicks in the document vault.
3 Create a Favorite
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button and select the C:\Training\Misc Projects\Bevel Gear folder.
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results area.
Click Add Favorite and enter the name Bevel Gear Parts.
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button and select the C:\Training\Misc Projects\Speaker folder.
results area.
Click Add Favorite and enter the name Speaker Parts.
Case Study: Search 107

Searching
4 Search by Favorite
Close the search window.
In the file view area (with no file or folder
selected), right-click and select the search favorite
Speaker Parts.
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108 Case Study: Search

Exercise 7: In this exercise we are going to build a search to find all the files that
Search you have checked out and make the search a favorite.
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password of stu.
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3 Check out files.
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Check out the tool vise.SLDDRW including all references and
drawings.
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Right-click in the file view and select Complete Search… from
the menu.
On the Name and Location page change the Look in section to the
Vault or click browse and select the PDMWorks Enterprise
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Training vault blueberry icon.
Make sure the following are checked:
Include sub folders
Search all version
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Display files
Make sure that the following are unchecked:

Display folders
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Change to the Checked in/out tab

Make sure Display non-checked out files is cleared
Make sure Display checked out files is selected
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Select your training log in name from the drop list

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Select Start Search

The search engine should now locate ALL the files that your training
user has checked out in the vault.
Note By holding CTRL and pressing the A key all the files in the search
results window will be selected.
5 Check in files from search results.
Click Check In and check in ALL your files.
Exercise 7 109
6 Create Favorite
Click Add Favorite
Enter Checked out By <Your Training Login name> as
the name of the new favorite search
The resultant favorite will be
added to the context sensitive
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menu that appears when the user
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right clicks in the document vault.
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110 Exercise 7
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Lesson 9
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Understand workflow states and transitions.
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111
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112
PDMWorks The PDMWorks Enterprise workflow is designed to represent the

Enterprise location of a file within a pre-defined process. You can associate files in
Workflow the vault with a pre-defined process, configured by the PDMWorks
Enterprise administrator, that moves the files through a design process,
approval process, etc. You need to change the state of a file to move it
through the process.
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Change File State Files in a PDMWorks
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Enterprise file vault will
always reside in one of the
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defined states of a file vault
workflow. The state determines
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which access rights you have to
the selected version of the file.
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Note When you wish to change the current state (e.g. Under Editing) of the
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file version to another state, the file must be checked in.
Where to Find It Select the file (or hold down Ctrl or Shift to select multiple files) and
right-click on the selection.
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Place the cursor over Change State option. A submenu will

display all selectable state transitions. The state transitions that are
selectable depends on the state transition rights you have been
assigned in the Workflow Editor.
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The submenu options

correspond to the state
transitions, which are defined
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in the Workflow Editor.

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The little symbol before each

submenu option indicates the
target state of this transition.
Select state transition (state to change to) in the submenu.
PDMWorks Enterprise Workflow 113

The Do Transition dialog box appears:
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The selected files will be listed in the dialog box (if a selected file
contains references to other files, these references will also be shown).
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The title of the dialog box will display which state you are changing to.
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114 PDMWorks Enterprise Workflow

The columns in the dialog box are as follows:
File Name Name of the file that is changing state.

Result Shows if the file can change state or if there is a
problem performing the transition:
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OK – This file will make the transition to the new
state when you have ticked the checkbox in the
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Change State column.
If a file is marked with a warning sign there is a
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problem with the file. This has to be corrected before
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the file can change state.
File is checked out – You can only change state
on checked in files. Check in the file before
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committing the transition.
File in wrong state – You have selected a file that
is in another state, from which the state transition
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No rights to change state – You have no
transition rights to change state on this file in the
workflow.
Parent can’t change state – The file that
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references this file cannot make the state transition.
Correct the problem with the parent file and try the
transition again, or return and select only the
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referenced file by itself to make the transition on.

Not latest version attached – The attached
version of the referenced file is not of the latest stored
on the server and therefore no state transition can be
made on this file. A state change is always made on
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the latest version of a file.

Can’t increment revision: [error] – A transition
action is set to increment the file revision, but there is
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a problem. The message after the warning sign

describes the error.
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Change Tick the checkbox if the file should make the state
State transition.
Version Shows which version of the file the state transition is
made on. For referenced files, the value shows which
version is attached to the parent file.
Found in Folder in where the file is found.
State Current state of the most recent version of the file.
PDMWorks Enterprise Workflow 115

Verify the files in the dialog box and check all files to change state.
Enter a state transition comment in the Comment field. The comment
will be added to the file(s) history.
Click the OK button to make the state transition on the selected files.
Additional options If you right-click in the Change State To dialog box the following menu
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opens giving you three additional options:
Columns: You have the possibility to define the columns in the
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Change State On Files: dialog box.
Place the cursor over the Columns option to open the submenu.
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Mark the columns to display in the dialog box
Select All: This option selects all files displayed in the Change
State To dialog box.
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Select Files... This option allows
you to select files which match a
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Change State on All Files: This
option ticks all checkboxes in the
Change State column.
Note Multiple files can be moved through the workflow at the same time
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however all the files must be in the same state and they must be moved
to the same state.
Notifications It is possible to design the workflow so that specified users or groups
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receive a notification whenever a file or files reach a certain state. For

example, a project manager may want to be notified when project files
have been updated by the engineers.
It is also possible to subscribe to be notified when an action is
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performed on a specific file or files.
Where to Find It Select the file (or hold down Ctrl or Shift to select multiple files) and
right-click on the selection.
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Place the cursor over

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Notify option. A
submenu will display
all selectable
notification options.
Select the type of
notification desired
from the submenu.
116 PDMWorks Enterprise Workflow

Case Study: In this case study, we will change the state of a SolidWorks assembly
Workflow drawing and its referenced files to submit for approval. We will then
log in as a different user and approve the submitted documents.
Notifications will be sent to and received by the specified users.
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1 Login.
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Select the Training vault and log in.
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Log in as student1. The password is stu.
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2 Submit for Approval.
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Browse into the Student Projects\PRJ-XXXXXX\MainBase folder.
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Select MainAssy.SLDDRW and select Change State, Submit for
Approval.
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attached documents. and select OK.
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The files are now in the state Waiting for Approval.

3 Read Notifications.
Log out as student1.
Log in as Instructor. The password is ins.
Case Study: Workflow 117

You will receive a notification bubble

indicating that you have received a
notification for each document submitted
for approval.
Click on the notification bubble or task tray icon to read the
notifications.
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4 Approve Files
Close the Notification window.
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Select MainAssy.SLDDRW and

select Change State, Passed
approval.
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Enter a comment: Approved

for release. and select OK.
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The files are now in the state Approved.

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118 Case Study: Workflow

Exercise 8: In this exercise we are going to submit a SolidWorks assembly and it’s
Workflow references for approval.
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password of stu.
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3 Submit files for approval.
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Right-click the tool vise.SLDDRW and select Change State,
Submit for Approval.
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Note Depending on your classroom environment you may have received

notifications when logging in. If so, feel free to explore the
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notifications.
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Exercise 8 119
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120 Exercise 8
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Appendix A
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SolidWorks File References
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The following topics are covered in this appendix:
Understanding SolidWorks file referencing.
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Understanding SolidWorks file properties.

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121
SolidWorks File References PDMWorks Enterprise 2008 Training Manual
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122
PDMWorks Enterprise 2008 Training Manual SolidWorks File References
SolidWorks File There are several principals of SolidWorks File Management that are
Management key to our understanding of PDMWorks Enterprise. First and foremost,
PDMWorks Enterprise does not change the way SolidWorks searches
for or references files.
In order to properly manage SolidWorks files, or use any Product Data
Management system with SolidWorks, it is important to understand just
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what SolidWorks files contain and how they relate to one another.
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SolidWorks File The SolidWorks file structure is a single point database. This means
Structure that each piece of information is stored in only one file. Any other file
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that needs that piece of information must reference the file where the
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information is stored rather than copy the information into itself. This
creates external references.
External External references are the links between documents. There is no
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References separate database to list the references, instead a pointer in the file
header lists the referenced files and their location. These are absolute
y eD references, in other words they are a complete path such as
D:\myfiles\bracket.sldprt.
External references in SolidWorks are only one directional. Assemblies
have references to the parts contained in the assembly. The individual
parts do not have references back to the assembly. In other words, the
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part does not know where it is used.
File Associativity The advantage of using external references is that when information
such as a dimension in a part is changed, all files that use that part are
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updated. This highlights the fact that each file must always know the
path to all of the files it references.
File References SolidWorks creates files that are compound documents that contain
elements from other files. File references are created by linking files
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rather than duplicating information in multiple files.

Referenced files do not have to be stored with the document that
references them. In most practical applications, the referenced
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documents are stored in multiple locations on the computer or network.

SolidWorks provides several tools to determine the references that exist
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and their location.

Object Linking and In the Windows environment, information sharing between files can be
Embedding (OLE) handled either by linking or embedding the information.
The main differences between linked objects and embedded objects are
where the data is stored and how you update the data after you place it
in the destination file.
Linked Objects When an object is linked, information is updated only if the source file
is modified. Linked data is stored in the source file. The destination file
stores only the location of the source file (an external reference), and it
displays a representation of the linked data.
SolidWorks File Management 123

Linking is also useful when you want to include information that is

maintained independently, such as data collected by a different
department.
Embedded Objects When you embed an object, information in the destination file doesn't
change if you modify the source file. Embedded objects become part of
the destination file and, once inserted, are no longer part of the source
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file.
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File Reference The many different types of external references created by SolidWorks
Example are shown in the following graphic. Some of the references can be
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linked or embedded.
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Drawing
Fi
le
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ce Re
ren fe
efe re
nc
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Fil
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Design
Table
Part
In-Context Reference Assembly
F il
ce
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er
r en
ind
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n B
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si g
ren
De
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ce
Fil
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Split Part Derived Part Mirror Part

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Library Feature Insert Part

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Find References Find References provides the exact locations of referenced part and
assembly files. Find References will display the Search Results dialog
box which lists the component files used, including the full path names.
This is useful if you have several versions of the component files.
Where to Find It From the File menu, select Find References.

Copy Files The Copy Files button is used to copy the files to another, common,
directory. Copy Files opens Pack and Go, which is used to copy the
parent and all referenced files to a single location, or to create a ZIP file.
Print Print sends the list of references to the printer as plain text.
124 File Reference Example

Copy List Copy List makes a copy of the search results list on the Windows
clipboard. This can then be pasted into other documents.
Pack and Go Pack and Go provides a method to copy all references as well as
drawings and COSMOS results to either a specific directory or a Zip
file.
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List External In an assembly, you can create an in-context feature on one component
References that references the geometry of another component. This in-context
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feature has an external reference to the other component. List External
References lists the specific feature, data, status, entity or component
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information for each in-context entity.
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If you change the geometry on the referenced component, the
associated in-context feature changes accordingly.
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Note Do not confuse the command List External References with File,
Find References. In a part document, the command File, Find
References only lists the name of externally referenced documents, if
File Names
y eD they exist. It does not provide feature, data, status, entity, or component
information.
Unique file names are key to managing files in SolidWorks. Only one
document of a given name can be open at any one time. When first
saved, each file should be changed from the default name (Part1,
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Assembly1, etc.) to something unique. If part numbers are used,
assigning the part number when the file is first created can prevent file
reference problems later.
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Update Holders The external references created between components are listed as
features at the bottom of the assembly FeatureManager design tree.
These update holders are the features that cause the in-context features
in one part to update based on changes in the referenced part.
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Because update holders are part of the assembly file, in-context

features do not update unless the assembly is open. If the update path is
not available (for example, if the assembly document is closed),
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updating occurs the next time you open the assembly that contains the
update path.
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Out of Context Because changes propagate through the assembly to the in-context
feature, in-context features are out of context if the assembly is not
open.
File Reference Example 125

Opening Files SolidWorks is a RAM-resident CAD system. Whenever a file is

opened, it is copied from its storage location to the computer’s Random
Access Memory or RAM. All changes to the file are made to the copy
in RAM and only written back to the original files during a Save
operation.
Open
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RAM
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Save
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Computer Memory To better understand where files are stored and which copy of the file
we are working on, it is important to differentiate between the two main
types of computer memory.
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Random Access Random Access Memory (RAM) is the volatile memory of the
Memory computer. This memory only stores information when the computer is
operating. When the computer is turned off, any information in RAM is
lost.
Fixed Memory Fixed memory is all the non-volatile memory. This includes the
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computer hard drive, floppy disks, zip disks, flash drives, CDs and
DVDs. Fixed memory holds its information even when the computer is
not running.
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126 Opening Files

Saving Files Saving files writes the file information in RAM to a location on a fixed
disk. SolidWorks provides three options for saving files. Each has a
different effect on file references.
Save Copy the file in RAM to the fixed disk, leaving the copy in RAM open.
If this file is being referenced by any open SolidWorks files, there are
no changes to the reference.
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Save As Copy the file in RAM to the fixed disk under a new name or file type,
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replacing the file in RAM with the new file. The old file in RAM is
closed without saving. If this file is being referenced by any open
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SolidWorks files, update the references to this new file.
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Save As Copy Copy the file in RAM to the fixed disk under a new name or file type,
leaving the copy in RAM open. If this file is being reference by any
open SolidWorks files, do not update the references to this new file.
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File Properties File properties are details about Windows based files that help identify
it – for example, a descriptive title, the author name, the subject, and
y eD keywords that identify topics or other important information in the file.
Document properties can be used to display information about a file or
to help organize files so that they can be found easily. You can search
for documents based on document properties.
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SolidWorks adds and has available file properties unique to SolidWorks
that are more suited to engineering than the default properties
associated to other Windows documents. Additional properties can be
added based on the user’s needs.
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Metadata File properties and attributes are sometimes referred to as Metadata.

Classes of File File properties can be grouped into several classes.
Properties Automatic
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Automatic properties are maintained by the application that created

the property. These include properties such as the date the file was
created, last modified and file size.
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Preset
Preset properties already exist, but the user must fill in the text
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value. The preset file properties used in SolidWorks are stored in

the file Property.txt. This file may be edited to add or remove
preset properties.
Preset properties can accept text, date, yes/no and numerical data.
Custom
Custom properties are defined by the user and apply to the entire
document
Configuration specific
Configuration specific properties apply only to a specific
configuration.
Saving Files 127

SolidWorks custom properties

There are several custom properties that can be automatically
updated by SolidWorks. These include the part’s mass and material.
Where to Find It Click File, Properties.
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Creating File File properties can be created directly in the file, or they can be created
Properties by other procedures.
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Direct method
File properties are added directly to the file by the user.
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Design tables
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Design tables can create custom properties using a column header
$PRP@property where property is the name of the property to be
created and populated with the information created in the design
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table.
PDMWorks Enterprise
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checked into the vault. These will vary depending on the setup
defined by the system administrator.
Uses of File File properties can be used for several operations.
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Properties Parts, assemblies and drawings
File properties can be used to create parametric notes. Annotations
linked to file properties will update as the properties change.
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Assemblies
Advanced Selection and Advanced Show/Hide can select
components based on specific file properties. Specific procedures
are found in the training course Advanced Assembly Modeling.
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Drawings
File properties can be used to fill in data in the title block, BOM,
revision blocks and annotations. Specific procedures are found in
the training course SolidWorks Drawings.
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128 File Properties

External When any parent document is opened, all documents that are
Reference referenced by the parent document are also loaded into memory. In the
Search Order case of assemblies, components are loaded in memory according to the
suppression state they were in when the assembly was saved.
Important! PDMWorks Enterprise does not change the SolidWorks search order.
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The SolidWorks software searches for referenced documents in the
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1. Random Access Memory
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If a file with the correct name is already in memory, SolidWorks
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will use that file.
2. The directory paths specified in the Referenced Documents list
on the File Locations tab in Tools, Options, System Options
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(optional).
Users may establish a list of directories for SolidWorks to search
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where projects are stored. Establishing this list is optional and may
be bypassed.
3. The last path you specified to open a document.
When you open a parent document, SolidWorks will search in the
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same directory for the referenced files.
4. The last path the system used to open a document.
This applies if the system opened a referenced document last.
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5. The path where the referenced document was located when the
parent document was last saved.
This is the path stored in the parent document except that the drive
path (C:\, D:\, etc.) is considered to be the current drive.
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6. The path where the referenced document was located when the
parent document was last saved with the original disk drive
designation.
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This is the absolute path name stored with the parent document.
7. If a referenced file is still not found, SolidWorks gives you the
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option to browse for it.

When SolidWorks reaches the end of the search list and has not
found a document, it turns the process over to the user to search
manually.
Note All updated reference paths in the parent document are saved when you
save the parent document.
External Reference Search Order 129

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130 External Reference Search Order

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Appendix B
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Bill of Materials (BOM)
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The following topics are covered in this appendix:.
Named and Computed BOMs.
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Bill of Materials filters and options.

Modifying BOMs.
Revision Management of Named BOMs.
Comparing BOMs.
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Bill of Materials (BOM) PDMWorks Enterprise 2008 Training Manual
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132
PDMWorks Enterprise 2008 Training Manual Bill of Materials (BOM)
PDMWorks The Bill of Materials tab is a view window that displays a Bill of
Enterprise Bill Materials (BOM) listings for CAD assemblies and drawings.
of Materials The system administrator can define multiple BOM views to display
information in different formats and define user control access to
BOMs. (These capabilities are discussed in the PDMWorks Enterprise
Administrator class.)
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BOM Types Computed BOMs
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Computed BOMs are BOMs that are recalculated each time you
view them. The values that populate computed BOM columns are
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derived from the data cards of all components referenced by the
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computed BOM.
You cannot add items to a computed BOM. You also cannot check
in or check out computed BOMs, and you cannot use them in a
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workflow. However, you can check out selected items (usually
assembly files) that are listed in a computed BOM, and modify data
y eD values for these items. The computed BOM is updated when you
check in the assembly document. If you edit properties or quantities
in a computed BOM, the BOM is updated when you save it.
User access rights determine whether you can view a computed
BOM.
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Named BOMs
Computed BOMs can be saved as Named BOMs. With Named
BOMs you can modify values, add items, check in/out, and change
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status (workflow). This type of BOM is treated as a stand-alone

document and is not recalculated each time you view it. A Named
BOM never appears in the standard file views of PDMWorks
Enterprise. It only appears in the Bill of Materials file view. It is
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from the Bill of Materials file view that check in/out and change
status is performed.
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Named BOMs can be used to save a BOM for a specific

configuration or layout for an assembly, or to save a BOM in a
particular format.
PDMWorks Enterprise Bill of Materials 133

BOM View Filters The following BOM View Filters and Options are available:
and Options Version
The Version pulldown allows you to select the version of a
document for BOM generation.
Configuration
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The Configuration pulldown allows you to select the configuration/
layout of a document for BOM generation.
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Toggle Tree Display
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This option will toggle the display of the tree (Show/Hide)
rib
or R
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You can toggle the display for the tree view of a BOM except in the
following cases:
t c ele
You are viewing a named BOM.

The selected document is not an assembly.
Select Bom View

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Indented
The hierarchical indented view is similar to a
tree view. Parts and subassemblies are indented
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from their parent assemblies.

Parts Only
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The parts-only view displays only parts in a flat view with

accumulated quantities.
Top Level Only
The top-level view displays only top level entries in the BOM list
hierarchy for computed BOMs.
134 PDMWorks Enterprise Bill of Materials

Additional BOM options:
Save BOM Click to save edits made to a Computed or Named BOM.
Save As BOM Click to save as a Named BOM.
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Search Click to search for text within a BOM.
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Export Click to save the BOM to an external CSV file.
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Open in Excel Click to open the BOM in Excel.
rib
Show Selected Select/unselect to toggle the display of the assembly or sub-
assembly selected in the tree view. (This option does not apply if
the filter Parts Only is in use.)
or R
y eD
op as
As Built Select/unselect to toggle from the As-Built version of a

Computed BOM to the Latest version
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Activated Select/unselect to toggle the display of the active Computed

BOM in the Bill of Materials file view. (This option only applies
to Computed BOMs and is only available if permission was
granted by the system administrator.)
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BOM Modification The types of modification allowed depend on the BOM type:
Modification Computed Named
Edit values for items in the BOM Y* Y
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Modify Quantity of items in the BOM Y ** Y
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Add items to the BOM N Y
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Delete items from the BOM N Y
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Re-order items in the BOM N Y
Check in/out of the vault N Y
or R
Submit BOM to a workflow N Y
y eD Automatically recalculate BOM items

Compare BOMs
Y
Y
N
Y
* Values in a Computed BOM can only be modified if the document is

checked out.
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** System properties (shaded in gray) are not allowed to be modified in

a Computed BOM with the exception of quantity (Reference Count).
Your system administrator must give you permission to modify the
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quantity.
Modify Quantity in To modify the quantity (Reference Count) in a Computed BOM:

Computed BOM
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Check out the file (usually an assembly).

Click in the cell and type in a new Quantity value. The value will
turn green indicating that is has been changed, but, not yet saved.
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Save the BOM. The value will turn orange indicating that the value
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is not the original computed value.

To reset the quantity in a Computed BOM:
Check out the file (usually an assembly).
Right click in the Quantity cell and select Use Computed
Quantity.
Save the BOM.
Add/Edit items in To add an item to a Named BOM:

Named BOM
Check out the file(s).

Right click in the desired cell and select Insert (or press the Insert
key on your Keyboard)
Type in the new text. You can you the tab key to advance to the next
cell. The text will turn green indicating that is has been added or
modified, but, not yet saved.
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Save the BOM.
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ut
Values can also be copied and pasted between cells using the right click
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menus or typical CTRl-C, CTRL-V actions.
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Reordering items in To reorder items in a Named BOM, use drag and drop:
Named BOM
or R
Select one or more items in the BOM.
Drag and drop them to another location in the list.
Revision
y eD When you save a BOM as a named BOM, it is a working document.
Management of Each time you check in a BOM after editing, you create a new version
Named BOMs of the BOM. For example, you can add components to a BOM.
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PDMWorks Enterprise maintains the version and revision history for
each BOM.
t c ele
Bill of Materials File The Bill of Materials file view is a special file view for BOMs.
View
To display the Bill of Materials file view, select Views , Bill of
Materials.
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Computed BOMs can be added to the file view by using the Activate
option on the Bill of Materials tab.
Named BOMs are added to the file view when created. Operations that
e
can be performed on Named BOMs include:

Checked in
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Checked out
Undo Check Out
Increment Revision (if permitted)
Change Status
History
Delete
Rename

Compare BOMs You can compare two Named BOMs, a Named BOM to a Computed
BOM or two configurations within a Computed BOM. After you
compare two BOMs, you can export the BOM comparison data to a
.csv file.
When you compare two BOMs:
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The union of all entries from both BOMs appears in the BOM
comparison.
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Data for the original BOM appears first.
Changed data in an entry that is common to both BOMs appears as
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a single color-coded BOM entry in the BOM comparison. Changes
rib
in the new BOM are indicated in square brackets.
BOM entries derived only from the original BOM are color-coded.
BOM entries derived only from the new BOM are color-coded and
or R
the data appears in square brackets.
y eD To compare two BOMs:

Click Compare BOM .
Select the BOM (to compare to) from the BOM list.
Select the version from the Version list.
Select the configuration from the Configuration list. (This option
op as
only appears for a computed BOM.)
Click OK.
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When finished comparing BOMs:

Click Compare BOM to exit the BOM compare.
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PDMWorks Enterprise 2008 Training Manual Index
A components 123
access rights 9
R
C RAM 126
cache 9 references 123
concepts 7 external 123
copy files 124 revisions 11
e
D S
data card 11 save 127
st T
save as 127
ut
E save as copy 127
external reference search order 129 search 103
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external references 123 favorites 107
list 125 order 129
rib
smart files 10
F smart folders 10
favorites 107
features U
or R
out of context 125 update holders 125
file
find references 124 V
vault 9–10
save 127
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references 123
save as 127
save as copy 127
file associativity 123
view 9
version 93
versions 11
file data card 11 W

file properties workflow 10
creating 128 working folder 9
op as
uses 128
file structure 123
file vault 9–10
file versions 93
files
t c ele
copy 124
open 126, 138
properties 127
structure 123
find references 124
fixed memory 126
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L
list external references 125
log in 16
e
M
metadata 127
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N
notification 10
notifications 11
O
object linking and embedding 123
OLE 123
out of context 125
P
PDMWorks Enterprise
concepts 7
smart files 10
PDMWorks Workgroup 123
139
Index PDMWorks Enterprise 2008 Training Manual
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rib
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t c ele
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140

Using PDMWorks Enterprise For SolidWorks PDF

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e

Enterprise for SolidWorks

SolidWorks Help About.

FeatureWorks is a registered trademark of Geometric

Other brand or product names are trademarks or

Document Number: PMT0166-ENG-DRAFT

PDMWorks Enterprise Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7

Microsoft SQL Server. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8

PDMWorks Enterprise ‘Smart’ Files . . . . . . . . . . . . . . . . . . . . . . 10

Document Creation and Check In

Create Files and Folders from Templates . . . . . . . . . . . . . . . . . . . 42

Exercise 3: Advanced Document Check In . . . . . . . . . . . . . . . . . . . . 59

Exercise 4: Versioning Files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 75

Favorite Searches . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 107

Change File State . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 113

SolidWorks File Management. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 123

Pack and Go . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 125

in the directory Support\Training.

either demonstrate the different features of PDMWorks Enterprise on

This course is designed around a process- or task-based approach to

About This Course 3

Bold Sans Serif SolidWorks and PDMWorks Enterprise

choose the DrawCompare option from the

Typewriter Project names and file names appear in this

Double lines precede and follow sections of

between the steps of the procedure and large

themselves are numbered in sans serif bold.

4 About This Course

Upon successful completion of this lesson, you will be able to:

Describe the basic concepts used by PDMWorks Enterprise to

PDMWorks Enterprise is intended to be used by engineers, designers,

tool programs, analysis results, correspondence, bills of material, and

Enterprise basic philosophy is:

The Fundamentals of PDM 7

PDMWorks PDMWorks Enterprise is comprised of the following required

PDMWorks Enterprise also the following optional components:

8 PDMWorks Enterprise Components

PDMWorks Enterprise Concepts 9

yield permission to:

y eD Text files (.doc,.txt, etc.)

Folders contain ‘smart’ files. In addition, a folder may contain sub

containing information about the folder.

10 PDMWorks Enterprise Concepts

The workflow is defined by two concepts: state and transition.

a version number. A file in PDMWorks Enterprise can have any

PDMWorks Enterprise Concepts 11

and to change the workflow layout.

12 PDMWorks Enterprise Concepts

Upon successful completion of this lesson, you will be able to:

Log in to a PDMWorks Enterprise vault.

In Windows Explorer, click Help, PDMWorks Enterprise Help.

PDMWorks Enterprise User Interface 15

The client view is identified by a large PDMWorks Enterprise ‘blue

Another method to log into a vault is to place the cursor on

Right-click the PDMWorks Enterprise icon.

Select Log In to show all available file vaults appears.

16 PDMWorks Enterprise User Interface

password stu and click Log In.

Green The folder is in a vault and you have access to the

Case Study: Exploring PDMWorks Enterprise 17

User Interface The user interface is comprised of:

18 Case Study: Exploring PDMWorks Enterprise

3 View Folder/File Data Card tab.