Using Menus
When the SolidWorks Enterprise PDM client is installed, new menus options
are added to Explorer.
Explorer menus
The options listed are added to Internet Explorer menus when you log
in to a vault. Most are only available when you are working on-line.
To display menus in Vista, press ALT.
File Menu
To access the following options, expand the option for the vault:
|
Delete file vault view |
Deletes the whole vault view from Explorer and all local cache files
and folders. Your should check in all files and log out of the vault before
deleting the vault view. |
|
Clear local cache |
Removes from the selected folder and all subfolders all locally cached
files that are not checked out. |
|
Copy Tree |
Starts the Copy Tree function
(see Copy Tree). |
|
Refresh (F5) |
Refreshes the Explorer view. |
|
Properties |
Reports the properties of the selected file vault view or subfolder
in Enterprise PDM (see Folder Properties). |
View Menu
Toggle the view of the right pane using these options:
Tools Menu
|
Search forms |
Specific search forms for which you have permissions. Clicking a form
opens the SolidWorks
Enterprise PDM Search tool with the selected search active.
The search forms listed can include search forms created by your administrator
or one or more of these pre-defined forms:
Complete Search.
Displays tabs where you can select attributes to search for files. Users.
Searches for logged in users. Item Quick Search.
Filters the search using commonly used item fields. Item Complete
Search. Displays tabs where you can select attributes to search
for items. Item Property
Search. Searches by item data card properties. |
|
Enterprise PDM Search |
Opens the SolidWorks Enterprise PDM Search
tool to let you search vaults for files, folders, items and users. |
|
Enterprise PDM Administration |
Opens the SolidWorks Enterprise PDM Administration tool to let you change
your user settings and password
. Your user permissions determine other actions you can take in the Administration
tool. |
|
Inbox |
Opens the SolidWorks Enterprise PDM Inbox so
that you
can view notifications and messages. |
|
Report Generator |
Opens the Report
Generator so that you can
run queries to create reports. |
|
Item Explorer |
Only available if you installed Item Explorer when you installed the
Enterprise PDM client.
Opens Item Explorer so that you can work with
items. |
|
Work Off-line/
Work On-line |
Toggles between working on-line and working off-line.
Off-line. Only files that are in your local cache
are visible. These files are not write-able. You cannot add new files
to the vault. On-line. You can access all vault files you have
permissions for. You can check out, modify, and check-in files. You can
add files to the vault. |
Help Menu
|
SolidWorks Enterprise PDM Help |
Displays the SolidWorks Enterprise PDM File Explorer help in a separate
window. |
|
SolidWorks Enterprise PDM Release Notes |
Opens a web browser to the Administration
Guide page, which contains a link to the SolidWorks Enterprise
PDM Release Notes. |
|
SolidWorks Enterprise PDM What's New |
Opens What's New in SolidWorks Enterprise PDM in the Acrobat viewer
. |
Shortcut Menu for File Vault
|
Collapse |
Collapses the folder tree to one level if it has been expanded. |
|
Explore |
Opens a second session of Explorer with the file vault the active folder |
|
Open |
Opens a session on My Computer
with the vault as the active folder. |
|
Delete file vault view |
Deletes the whole vault view from Explorer and all local cache files
and folders. Your should check in all files and log out of the vault before
deleting the vault view. |
|
Clear local cache |
Removes from the selected folder and all subfolders all locally cached
files that are not checked out. |
|
Copy Tree |
Starts the Copy Tree function
(see Copy Tree). |
|
Refresh (F5) |
Refreshes the Explorer view. |
|
Properties |
Reports the properties of the selected file vault view or subfolder
in Enterprise PDM (see Folder Properties). |
|
Log in |
Initiates login to the file vault. |
Shortcut Menu for File
Menu items that appear when you right-click a file in Explorer view
include standard Windows Explorer options and additional options specific
to Enterprise PDM:
|
Get Latest Version |
Copies the latest version of the file from the archive server to your
vault. |
|
Get Version |
Displays a numbered list of previous versions of the file for you to
select from. |
|
Check in |
Checks in the file so that others can edit it. |
|
Check out |
Checks out the file for editing. |
|
Undo check out |
Cancels a check out. |
|
Label |
Adds labels and comment to the History record for this version of the
file. |
|
History |
Lists file events (for example, state change) with versions, users,
dates, and comments. |
|
Change State |
Lists all possible state transitions as defined in the current workflow
layout; for example, Submit for Approval
or No Approval Required. |
|
Notify |
Sets up automatic notifications (for example, Me
when checked out or Me when state
enters) for the selected file. See also Send
and receive notifications. |
|
Send To |
Lists possible transfer options for the file. |
Shortcut Menu for Desktop
When you click the right-mouse button on the Explorer file view desktop
(in the blank area outside any file name or icon), a menu that includes
the following options is displayed:
|
View |
Toggles viewing options, including:
|
|
Arrange Icons |
Lists the order in which the icons can be sorted (for example, by Name, Size,
or State). |
|
Notify |
Sends a notification to another user or opens the notification editor.
The Notify submenu only contains
those options that do not require a selected file or folder. |
|
New |
Lists the possible file types to create and the installed templates
you can access. |
|
Change State |
Lists all possible state transitions as defined in the current workflow
layout; for example, Submit for Approval
or No Approval Required. |
|
Notify |
Sets up automatic notifications (for example, Me
when checked out or Me when state
enters for the selected file. See also Send
and receive notifications. |
|
Send To |
Lists possible transfer options for the file. |