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SolidWorks Enterprise PDM Add-in Options

The SolidWorks Enterprise PDM Add-in Options let you customize the add-in interface and commands.

To set options, click Tools > Adds-Ins and verify that SolidWorks Enterprise PDM is selected. Click Enterprise PDM > Options.

Options - Server Tab

Show warning message if modifying a checked in file Displays the following message: "The file being modified is not checked-out in SolidWorks Enterprise PDM. To have the modifications applied on this file, please check it out." Click Yes to check out the file in Enterprise PDM. Click No to open the file in read-only mode.
Show File data card when new file is saved Displays the Enterprise PDM file data card after you save a new file
Activate the Custom properties (@) page by default Displays the Custom Properties tab on the PDM file data card by default.
Prompt to check out file if opened in read-only mode Displays the following message: " <Name.sldprt> is not checked out. Would you like to check it out?" Click OK to check out the file.
During check out, also check out the derived documents that are opened

Prompt

You will be prompted to save derived parts.

Always

Automatically checks out derived parts.

Never

Does not check out derived parts.
Show extra tree pane

Hide

The Enterprise PDM pane is not displayed.

Top FeatureManager Tree

Once selected, move the cursor to the top of the FeatureManager panel and drag the bar down below the last item in the panel to reveal two FeatureManager panes. The Enterprise PDM tab appears on the top pane.

Bottom FeatureManager Tree

Once selected, move the cursor to the top of the FeatureManager panel and drag the bar down below the last item in the panel to reveal two FeatureManager panes. The Enterprise PDM tab appears on the bottom pane.

Task Pane

The Enterprise PDM tab appears on the task pane.
Automatically update the tree in the extra tree pane

After a component's window has been activated.

After a component has been added, deleted, or renamed.

After a component has been reloaded.

After a component has been suppressed or un-suppressed.

After the get, check out and check in operations.

Reload tree when selecting a component that has been unloaded

Prompt

You will be prompted to reload tree.

Always

Automatically reloads tree.

Never

Does not reload tree.
Vault Select the vault for which you are changing vault settings. Only vaults you are logged into are available.
Serial Numbers An Enterprise PDM administrator must setup the vault to generate serial numbers.
Automatically name new files with serial number Automatically names new files with the serial number.
Automatically name files on save as with serial number Automatically names files with the serial number when saving files.
Serial number Select the serial number type from the list box. Serial number types are configured by an administrator.

Options - View Setting Tab

Arrow buttons jump to next file in the tree (not the next row) Up and Down keys advance the cursor to the next file, not the next row.
Display Instances of parts Turn the display of part instances on. When cleared a part appears only once in the tree, even if it is inserted more than once in the assembly.
Display Instances of assemblies When checked, every instance of a subassembly has a separate node in the task pane tree.

To improve performances for large assemblies with many instances of the same subassembly, clear this option. Only one instance of each subassembly is displayed in the task pane tree. Select a subassembly in the task pane to highlight all instances in the graphics area.
Information to display Select a variable to configure from the list box.
Display as a node in the tree Displays the selected variable in the file tree.
Display in preview Displays the selected variable in the Enterprise PDM preview area at the bottom of the pane.
Display in a column of its own Displays the selected variable as a column in the Enterprise PDM task pane.
Caption Only available when Display in a column of its own is selected. Type the column header name.
Display as part of the file name column Display the variable within brackets as part of the file name.
Brackets Only available when Display as part of the file name column is selected. Choose a bracket style for the variable. It will appear in these brackets as part of the file name.
Optimized variable preview Reads values from the SQL database.
Show quick-info icon Turns on Quick Info icons.
Change the background color If a file or component meets the condition of a Quick Info warning, it appears in the tree with the background color shown.
Edit Color Change the background color for a Quick Info warning.


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Web Help Content Version: SOLIDWORKS PDM 2012 SP05

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