Toolbox with SolidWorks Workgroup PDM
SolidWorks Toolbox and Standard Library documents are common hardware
components that in many cases do not require revision control. Because
Workgroup PDM implements revision control when checking documents into
the vault, it is recommended that you not check Toolbox documents into
the vault.
The Workgroup PDM vault displays
documents that are not revision-managed as references. Project folders
are created in the vault view for each library (Toolbox
References, for example). The names of the folders appear in blue.
Users cannot create, rename, delete, or assign ownership to the folders
displayed in blue, but they can generate reports, search the projects,
and so on.
Documents that are not revision-managed
also appear in blue, in both the separate library projects and in the
projects where they are referenced. A shortcut menu with limited choices
is available. You can right-click a document and select Document
Information to determine where the document is used, for example.
Workgroup PDM defines Toolbox or Standard Library documents as documents
that:
Reside
in folders specified on the Workgroup PDM Standard
Libraries tab
Are marked
as Toolbox documents. At SolidWorks 2004, Toolbox documents are marked
by the SolidWorks software. You can mark older documents using the utility
<install_dir>\toolbox\data utilities\sldsetdocprop.exe.
Reside
in folders named \Toolbox or \SolidWorks Data.
If a Toolbox
or Standard Library folder (specified on the VaultAdmin Toolbox
tab or in a designated folder) is shared and the vault computer has read
access to the folder, clients can open
the documents and view the documents with the SolidWorks
eDrawings Preview.
SolidWorks Toolbox components not
stored in the Workgroup PDM vault
To specify SolidWorks Toolbox
settings:
In the
SolidWorks software, click Toolbox,
Browser configuration, and select
Document Properties on the Browser tab.
Select
Always change read-only status of document
before writing under Writing to
read-only documents so that users can add new configurations to
the components.
Click OK.
To specify Workgroup PDM settings:
In the
Workgroup PDM VaultAdmin, select the Standard
Libraries tab.
Click Add and add the UNC name (\\<servername>\<sharename>\<foldername>) of SolidWorks Toolbox
shared documents folders.
Clear:
This prevents
checking in Toolbox documents by mistake.
Because the Toolbox components
are not in the vault, use Workgroup PDM Reporting
for accurate Bills of Materials.
Local copies of documents that are open in applications other than SolidWorks
are not deleted. |
Click Apply.
SolidWorks Toolbox components stored
in the Workgroup PDM vault
To specify SolidWorks Toolbox
settings:
In the
SolidWorks software, click Toolbox,
Browser configuration, and select
Document Properties on the Browser tab.
-
Under Copy
Part File, select one:
Always create copy
allows Workgroup PDM users to individually access and manage the revision
of each component. This works well in a shared environment.
These settings ensure that more than one user can use a document
simultaneously and that Toolbox can add configurations to the document
file.
Click OK.
To specify Workgroup PDM settings:
In the
Workgroup PDM VaultAdmin, select the Toolbox
tab.
Click Add and add the UNC name (\\<servername>\<sharename>\<foldername>) of the copied parts
folder.
Select
Allow check in of documents, and
clear Allow delete local copy on check
in so that copies of the documents remain on the local system.
Local copies of documents that are open in applications other
than SolidWorks are not deleted.
Click Apply.