SolidWorks Workgroup PDM Options/SolidWorks Explorer Options
You can access the Options dialog
box from either the SolidWorks client or SolidWorks Explorer.
To access options from within the SolidWorks client:
- or -
To access options from SolidWorks Explorer:
(SolidWorks Explorer toolbar).
The tabs in the dialog box are described
below. Not all options are available for the SolidWorks or SolidWorks
Show in tree
Select items to display in the File
My Network Places
Drag and drop in tree
key to drag. Prevents you from moving items in the tree unless
you hold down Ctrl as you drag
Copy referenced documents
to working folder. When you drag and
drop documents, documents they reference are also copied to the working
Select items to remember from one session to the next.
Show one level of references. Shows one level of model references. For
example, if a selected assembly contains a sub-assembly, the sub-assembly
document is listed, but its components are not.
Show all levels
of references. Shows all levels of model references. For example,
if a selected assembly contains a sub-assembly, the sub-assembly is listed,
and so are its components. The component names are indented under the
Select items to show on the References
and Where Used tabs in the expanded
view of SolidWorks Explorer:
Model references (for References).
Searches for all models that are components of a selected assembly.
In-context references (for References).
Searches for all components created in the context of the selected assembly.
Assemblies and drawings (for Where Used).
Searches for all assemblies and drawings where the selected model is used.
When cleared, searches only for models defined in the context of the selected
Virtual components (for Where Used).
Searches for all virtual components where the selected model is used.
Selecting this option has significant performance impact.
Lists folders to search for models for References
and Where Used.
Adds a folder to Folder path.
Removes the selected folder from Folder
File Locations->Referenced Documents folders. When selected,
searches folders that you specify for Referenced
Documents in the File Locations
Options dialog box in the SolidWorks application. When cleared,
searches only the current working directory.
Limiting the scope of the
search by clearing this option reduces check-in time.
This option is superseded
if you select Include drawings
under Check in on the Command
Defaults tab. In that case, only the working folder is searched.
SolidWorks Explorer only
Add-Ins to Enable
If you have a Workgroup PDM license, select
Workgroup PDM to display the vault
view at the bottom of the File Explorer
pane of SolidWorks Explorer.
For SolidWorks Explorer only, specify options and file locations for
typing. Refines the search as you type more characters. When cleared,
you type the search criteria, and then press Enter
to initiate the search.
Results per page.
Type the number of items to show on each page of the Results
per data source. Type the maximum number of results to show for
each data source (Local Files,
3D ContentCentral, etc.)
Forces a re-indexing of the data sources to capture recently added or
Lists folders to search.
Adds a folder to Folder path.
Removes the selected folder from Folder
Compare vault document
PDM compares the state of the file in the vault to the local copy as follows:
document on disk. Saved local copy.
document in memory. Open file currently in memory, shown in the
folder at the top of the local view.
vault comparison icons for documents in local view. Select to display
the comparisons with the vault copy in the local view.
Show selections in ProjectManager for:(applies
to the SolidWorks client only)
Allows highlighting In
ProjectManager (vault view).
When you select an assembly component in
the graphics area, the corresponding component in the ProjectManager is
highlighted, and vice versa.
Document ranges in vault tree
You can group documents into ranges in the
vault view display. Ranges apply to the first level of documents in a
project. Setting ranges improves performance.
Documents are grouped by document name and
placed in folders named with the first and last document in the folder
(doc000000.dwg...doc000499.dwg, for example).
per range. Specify the number of documents per group. To turn off
this functionality, set the value to zero.
Output file defaults
The output file defaults apply to information
that you output
fields. Delimits the fields in the files by tabs.
fields. Delimits the fields in the files by commas.
header info. The date and time the report is generated, the name
of the document being reported on, and the place in Workgroup PDM from
which the report is generated (VaultView,
fields. Double quotation marks surrounding each field, in addition
to the field delimiter.
Create a new password for your current User
name in the
The password for a user name
is originally set by the vault administrator on the Users
and Groups tab of the VaultAdmin. The vault administrator can also
change the password if necessary (if a user is on vacation or has left
the company, for example).
Remove the password that is currently saved locally so that you can save
a new password.
Saving a password locally
expedites the login procedure. If no password is saved locally, you log
in by typing a password in the Login
defaults apply to the specified dialog boxes.
Keep ownership of the files being checked in.
copies. Delete copies of the files from the local directory when
files are checked in to the vault.
Local copies of documents
that are open in applications other than SolidWorks are not deleted.
copy default. Set the revision to a working copy of the current
revision so the revision number is not bumped. Working copy capability
is enabled by the vault administrator on the Revision Scheme
tab of VaultAdmin.
automatically. Automatically take ownership of any unowned documents
when you select references.
drawings. Find all drawings associated with the documents being
checked in and add them to the document list for every check in. The operation
searches the SolidWorks search path and can take a long time. Searches
of shared folders can also slow performance appreciably. You can optionally
clear this option and include drawings as needed on each check in from
the Check In Document dialog box,
which allows you to choose the search path and limit demand on search
When this option is checked,
a list of the paths that are being searched is displayed in a progress
dialog. You can stop the search if it is taking too long.
This option supersedes the
Include SolidWorks File Locations >
Referenced Document folders option on the Reference/Where Used
SolidWorks Simulation results. Find SolidWorks Simulation analysis
results files associated with documents being checked in and add them
to the document list for every check in. SolidWorks Simulation provides
information on results files in SolidWorks documents. You can optionally
clear this option and include SolidWorks Simulation results as needed
on each check in from the Check In Document
Check out / Open
references. All references are selected when you choose a document
to check out or open. You can clear the references in the dialog box.
drawings. Find all drawings in the vault associated with the documents
being checked out and add them to the document list. (May cause slower
attachments. All attachments are selected when you choose a document
to check out or open.
references. When you open a document, references can be opened
either at the revision level they were when the parent document was checked
in (As built), or at the revision
level at which they currently exist (Latest
when item has children. Displays a dialog box when you change ownership
on a document with children. The dialog box controls whether to change
ownership of child documents at the same time as the parent. No dialog
box appears if only a single document is affected.
To temporarily override the default setting, press Ctrl
while right-clicking and selecting an ownership change command.
My SolidWorks Workgroup PDM Documents
The specified directory is the
default directory for saving files with the Open
/ Check Out Document command, and the directory is displayed in
the local view. Select:
Temporary viewing files
When you view a document in SolidWorks
eDrawings, the file is copied into the specified directory. The SolidWorks
DrawCompare tool and SolidWorks
Utilities comparison tools also use this directory.
To delete the files in this directory,
click Delete Temporary Viewing Files.
Property labels displayed in vault tree
Allows you to select the labels to identify documents in the vault view.
Select individual labels or click Select
All or Clear All. Labels
Choose 1 custom property to display. Select the check box and choose a custom
property from the list. The list is populated by the properties defined
in the Properties tab of the VaultAdmin.
the projects in the vault by their Project name
or by their Project description.