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Add-ins
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Manage applications that are added in to Enterprise PDM, such as Dispatch. You can debug add-ins before you add them to a vault, track actions for specific add-ins, and view the history of all add-ins that have been installed.
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Enterprise PDM Add-ins
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Archive Status
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View statistics for the selected vault, including replication statistics and the number of deleted or missing files.
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Archive Status Dialog Box
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Bill of Materials
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Create or modify Bill of Materials, Weldment BOM and Weldment Cut List formats for CAD assemblies and drawings.
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Bills of Materials
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Cards
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Add and modify data cards used in the vault.
Cards show information about files and folders. Users can view and input information and use it to search the vault without needing a local copy of the file or folder.
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Data Cards
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Categories
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Create or modify categories to classify documents in the vault.
Categories contain conditions that are evaluated the first time a file is checked in so that the file is assigned to the correct category.
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Categories
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Cold Storage
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Define cold storage schemas to control how files in the vault are archived.
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Cold Storage Schemas
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Columns
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Define columns to customize the display of data in the file list or search results.
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Columns
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Data Import/Export
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Create import and export rules to exchange data with ERP systems.
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Importing Variable Values
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File Types
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Specify file type properties that control how files with references and specific file extensions behave when working in the Explorer interface.
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File Types
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Groups
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Create groups to allow multiple users to inherit the same permissions.
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Managing Users with Groups
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Indexing
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Set up the Enterprise PDM indexing service to create an index service catalog for the vault. The catalog lets users query the master index, word lists, and shadow indexes for word combinations.
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Indexing the Vault for Content Searching
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Items
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Select the serial number used to generate unique item IDs and the
variable used as the item display name.
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Items
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License
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View, add, or modify Enterprise PDM licenses.
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SolidWorks Enterprise PDM License Types
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Lists (for cards)
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Create card lists to maintain and update values for data card drop-down lists and selection boxes.
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Central Card Lists
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Message System
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Specify how vault notifications are sent.
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Message System
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Revisions
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Define the revision numbering scheme used by your company to facilitate document retrieval and control user access.
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Revision Numbers
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Serial Numbers
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Configure how serial numbers are generated to automate numbering of files, folders, and items, and to assign running values to card controls.
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Serial Numbers
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Tasks
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Configure, monitor, and run the Convert and Print tasks that ship with Enterprise PDM, and add tasks for add-ins you create using the API.
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Tasks Overview
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Templates
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Automate the creation of files and folders by adding templates to the file view right-click menu.
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Templates
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Toolbox
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Configure Enterprise PDM to manage the SolidWorks Toolbox component library and database.
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Toolbox
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Users
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Create user login credentials and assign user permissions.
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Creating User Accounts
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Variables
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Create and manage data card variables.
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Data Card Variables
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Workflows
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Define the states and transitions that represent your company's internal workflow structure.
Assign users and groups access to files based on workflow states.
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Workflows
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