Enterprise PDM's management of Toolbox is mostly transparent to users, but there are some details to be aware of.
Local Cache
When you first insert a Toolbox component into an assembly, Enterprise PDM caches the latest version of the part file in your local vault view. As you continue to use Toolbox, Enterprise PDM manages your cache automatically.
To reduce disk space, you can clear the Enterprise PDM cache, which removes local files. Enterprise PDM caches files again when needed, which affects performance.
When you clear the cache from the vault root folder (from File Explorer, right-click the vault and select Clear Local Cache), the Clear Local Cache dialog box appears. You can remove cached Toolbox files by clearing Do not remove Toolbox files.
Automatic Part Creation
Toolbox detects when assemblies contain configurations that do not exist in the library and can automatically create missing sizes for you.
If Toolbox is configured to create part files for each new size, Enterprise PDM automatically creates a new file in the vault without first checking the local cache. If Toolbox is configured to add configurations to the master part file, Enterprise PDM checks the cache and retrieves the latest file if necessary. If the size does not already exist, Enterprise PDM creates a new version of the master part file containing the new configuration.
Search Paths
SolidWorks always searches for Toolbox parts in the Enterprise PDM vault first. You do not need to add the vault folder to your System Options - File Locations folder list.
Permissions
Depending on how your administrator has configured Toolbox integration, Enterprise PDM operations are performed using your Enterprise PDM permissions or the permissions of a designated user. These permissions determine what operations you can perform. Enterprise PDM displays a message if you do not have permission to perform an operation.
For example, if you have read access to Toolbox but no permission to check out files, you can use existing component sizes but not create new sizes.
Working Offline
You can work with Toolbox parts when you do not have access to the vault by caching the parts locally before going offline. In File Explorer, use Get Latest on the Toolbox vault folder. You cannot create new sizes when working offline.