SolidWorks
Enterprise PDM Add-in
The Enterprise PDM Add-in for SolidWorks provides source control and
workflow tools in SolidWorks.
To activate the Enterprise PDM Add-in:
In SolidWorks, select Tools,
Add-Ins and verify that SolidWorks Enterprise PDM is selected.
The Enterprise
PDM window is displayed on a tab in the Task
Pane by default. Click the Enterprise PDM 
tab to
open the Task Pane.
In SolidWorks, open or create a part, drawing,
or assembly to view Enterprise
PDM information for the file in the Task Pane.
If the file is not checked-out,
you are prompted to check it out before you open it. For files that contain
references to other files, the Check
Out dialog box opens.
Right-click the file or a variable to display
a menu of Enterprise PDM commands.
Enterprise PDM Toolbar
The Enterprise PDM toolbar is displayed at the top of the pane.
These
commands are also available from the Enterprise
PDM menu.
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Get Latest Version |
Retrieves the latest version of the file from the
archive. |
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Get Version |
Retrieves the selected version of the file from
the archive. Click the down arrow to display a list of versions and revisions
of the file.
If there are cold storage (archived) versions, they are listed under
Versions in Cold Storage. You
cannot retrieve versions from cold storage. |
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Check Out |
Checks out the file for editing. |
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Check In |
Checks in the file with your changes. |
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Change State |
Changes the workflow state of the file. Click the down arrow to display
a list of available options. |
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Show Card |
Displays the file data card for the selected file. |
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Update Toolbox References |
(Assemblies only) With the pre-2010 Toolbox integration, if Toolbox
references have been added to the assembly and the parts are not in the
vault, you are prompted to add them. Click Update
Toolbox References to point the references to the vault. With the
2010 integration, you should never need Update
Toolbox References. |
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Where Used |
Displays files that refer to the selected file in the
File Viewer dialog box. For example, if you select a part, the
File Viewer lists assemblies that
contain the part. |
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Select in Windows Explorer |
Opens Windows Explorer in the folder where the selected file is located
and pre-selects the file. |
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Zoom to
Selection |
SolidWorks command. Zooms to the selected part or subassembly. |
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Open |
SolidWorks command. Opens the selected part. |
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Edit |
SolidWorks command. Lets you edit the selected part. |
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Enterprise PDM Search |
Opens the search tool. Click the down arrow to display a list of shortcuts
to the forms and favorites that you have permission to see. |
Enterprise PDM Menu
From the SolidWorks menu, click Enterprise
PDM to display the following commands.
|
Get Latest Version |
Retrieves the latest version of the file from the
archive. |
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Get |
Retrieves the selected version of the file from
the archive. |
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Check Out |
Checks out the file for editing. |
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Check In |
Checks in the file with your changes. |
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Undo Check Out |
Cancels a check out without saving changes. |
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Properties |
Displays the Enterprise PDM file data card. |
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Options |
Display the Options dialog box.
See SolidWorks Enterprise PDM Add-in Options. |
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Customize Menu |
Select items to display in the Enterprise PDM menu. |
Enterprise PDM Task Pane
Click the SolidWorks Enterprise PDM
tab of the Task Pane to view a hierarchical display of
the selected Enterprise PDM file. The Task Pane lets you view file variables
and perform commands from a right-click menu.
You can configure the appearance of the Task Pane and Preview Area by
setting SolidWorks Enterprise PDM
Add-in Options.
To rearrange columns, drag a column header to a new location. File / Variable must be the first column.
Variables
The file list and the preview pane contain information variables.
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Local version |
Version numbers for a file. For example, in the version numbers 3/3,
the first number indicates the version you are viewing and the second
is the number of versions. Bold numbers indicate that a newer version
is available on the server. |
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Local revision |
The revision level assigned to the local version, for example, B. |
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Checked out by |
Displays the name of a user who has checked out the file. |
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Checked out in |
Location of the file that is checked out. |
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Workflow state |
The current state of the file as defined in the workflow. |
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Configuration |
The SolidWorks-defined
configuration. |
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Variables |
One or more custom variables that are set up with the Enterprise PDM
Administration tool. |
Quick Info Icons
These icons appear next to the file in the task pane.
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Checked in by another user in this session. |
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The local file is the same as the vault version. |
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The local file is older than the vault version. |
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The local file is edited but not saved. |
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The local file is newer than the vault version. |
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The local file not in the vault. |
Shortcut Menu
Right-click a file in the Enterprise PDM Task Pane to access the menu.
You can also access many of the commands
by right-clicking in the FeatureManager design tree.
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Select All |
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Refresh Tree |
Refreshes the information displayed in the tree, including status of
files checked out or checked in by other users since the last refresh. |
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Collapse All |
Collapses the view of the variables for all components of the currently
selected file. |
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Expand All |
Expands the view of the variables for all components of the currently
selected file. |
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Properties |
Displays the file's Enterprise PDM file data card. |
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Get Latest
Version |
Retrieves the latest version of the file from the
archive. |
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Get |
Lets you select a version from the list to retrieve it from
the archive server. |
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Check Out |
Checks out the file for editing. |
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Check In |
Checks in the file with your changes. |
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Undo Check Out |
Cancels a check out without saving changes. |
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Zoom to Selection |
SolidWorks
command. Zooms to the selected part or subassembly. |
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Open |
SolidWorks
command. Opens the selected part. |
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Edit |
SolidWorks
command. Lets you edit the selected part. |
Preview Area
A preview area at the bottom of the Enterprise PDM Task Pane displays
a thumbnail image and can display variables. Drag the top bar to change
the size of the preview image.
Related Topics
SolidWorks Enterprise
PDM Add-in Options