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AutoCAD Add-in

The SolidWorks Enterprise PDM add-in for AutoCAD lets you access source control and workflow tools without using Windows Explorer. The add-in allows many people to work on the same assembly concurrently; it manages all drawing xrefs and makes sure loaded xrefs are up-to-date.

Installation

The add-in is installed automatically on the specified AutoCAD version during Enterprise PDM installation.

To activate Enterprise PDM in AutoCAD:

  1. In AutoCAD, click Tools, Load Application (or type APPLOAD).

  2. Select ConisioAcad.arx (located in the Support folder under the AutoCAD installation directory).

  3. Click Load, then click Close.

  4. Type CONISIO_INSTALL at the command prompt and press Enter.

  5. Type MENULOAD.

  6. Click Browse and select Conisio.mnu (located in the Support folder under the AutoCAD installation directory).

  7. Click Load, then click Close.

Toolbars

Two toolbars manage drawings and xrefs stored in an Enterprise PDM vault.

To display the toolbars:

  1. Click View, Toolbars.

  2. Select Conisio.CUI in Customizations in conisio.cui.

You can alter the toolbars to set On By Default to Show.

Enterprise PDM Toolbar

Check out active drawing

Checks out the active drawing for editing (if currently checked in). When checked out, you can make changes to the file.

If you change a drawing before checking it out, the changes are lost when you check it out. Save the changes to another file name, then apply them to the original file after you check it out.

 

Check in active drawing

Checks in the active drawing file (if currently checked out by you) and saves changes to the file in the vault. You can type comments and see the drawing's references.

  • If the local version of the file has been modified, a new version of the file is created in the vault.

  • After the file is checked in, it is closed in AutoCAD. Use the recent file list to re-open it.

Update title block

Updates title block attributes of the currently selected layout in the active drawing with values from the file data card linked to the file. This is useful when changing drawings that contain empty title blocks.

 

Update all title blocks

Updates title block attributes of all layouts in the active drawing with values from the file data card linked to the file.

 

Show drawing properties

Shows the Enterprise PDM properties of the active drawing or a selected xref, including Location, Local version, Latest version, Checked out by, Checked out in, and Workflow state.

 

Add-in settings

Allows you to set options:

Prompt to check out checked in drawings that are opened in AutoCAD. Prompts you to check out a drawing that is open in a checked-in, read-only state.

Display a warning when trying to edit a checked in drawing.

Show the Enterprise PDM status window.

Time between checks that all xrefs are up-to-date. Sets the minutes between each check of the vault to ensure that loaded xrefs are up-to-date. .

Enterprise PDM Xrefs Toolbar

Edit xref

Checks out the selected xref drawing and opens it for editing.

 

Check out xref

Checks out the selected xrefs and opens them for editing.

 

Check in xref

Checks in the selected xrefs (that you checked out) and stores changes in the vault. You can add comments about the changes.

  • If the local version of the xref drawing has been modified, a new version of the file is created in the vault.

  • If the local version of the file has not been modified, no new version is created.

Get xref version

Shows a specified version of the selected xref drawing.

If you checked out the xref and you select an earlier version of the file, the local version of the file is replaced with the selected version.

 

Get latest version of xrefs

Ensures all your loaded xrefs are up-to-date. The latest versions of all checked in xrefs are retrieved.

Shortcut Menu

You can right-click xrefs and select commands from the shortcut menu. Items available depend on access rights, selected xrefs, and the current mode of the files.

Command

Description

Check Out this Xref

Checks out the xrefs for editing.

 

Check In this Xref

Checks in the xrefs.

 

Edit this Xref

Checks out an xref and opens the drawing in a separate window for editing.

 

Get Version

Displays the selected version of the xref.

 

Properties

Displays properties for the xref.

Status window

The status window shows information about the active drawing and its xrefs. To open the status window, click Add-in settings and select Show the Enterprise PDM status window.

Option

Description

Has latest xrefs

If selected , the drawing has the latest versions of all xrefs loaded.

If cleared , there are newer versions of xrefs in the vault. Select this option to get the latest version of all checked in xrefs and update the drawing to reflect the changes.

A gray checkmark indicates the add-in does not know if the xref is up-to-date. This can happen when the drawing just opened and the add-in has not yet checked the vault for newer versions.

 

Is checked out here

If selected , the drawing is checked out by you. Clear to check in the drawing.

If cleared , the drawing is checked in. Select to check out the drawing.

A gray checkmark indicates the drawing is checked out by another user.

 

Version

Shows the currently loaded local version and latest version available in the vault of the drawing.

 

Refresh

Click Refresh to manually refresh information in the status window. This checks the vault for any xref or checked out mode changes. To change the time between each automatic check, click Add-in settings and set Time between checks that all xrefs are up-to-date.

 

Command line

CONISIO_LOCK

Checks out the active drawing.

 

CONISIO_UNLOCK

Checks in the active drawing.

 

CONISIO_UPDATECURRENT

Updates current title block.

 

CONISIO_UPDATE

Updates all title blocks.

 

CONISIO_PROPERTIES

Properties.

 

CONISIO_SETTINGS

Add-in settings.

 

CONISIO_EDITXREF

Edit selected xref.

 

CONISIO_LOCKXREF

Check out selected xrefs.

 

CONISIO_UNLOCKXREF

Check in selected xrefs.

 

CONISIO_GETXREFVERSION

Get version of selected xref.

 

CONISIO_GETLATESTXREFS

Get latest version of all xrefs.

 

CONISIO_INSTALL

Registers the Enterprise PDM add-in to load in AutoCAD.

 

CONISIO_UNINSTALL

Unregisters the Enterprise PDM add-in from AutoCAD.

 



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