Configuring SOLIDWORKS Enterprise PDM

Add-ins

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.

Archive Status

View statistics for the selected vault, including replication statistics and the number of deleted or missing files.

Bill of Materials

Create or modify Bill of Materials, Weldment BOM and Weldment Cut List formats for CAD assemblies and drawings.

Cards

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.

Categories

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.

Cold Storage

Define cold storage schemas to control how files in the vault are archived.

Columns

Define columns to customize the display of data in the file list or search results.

Data Import/Export

Create import and export rules to exchange data with ERP systems.

File Types

Specify file type properties that control how files with references and specific file extensions behave when working in the Explorer interface.

Groups

Create groups to allow multiple users to inherit the same permissions.

Indexing

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.

Items

Select the serial number used to generate unique item IDs and the variable used as the item display name.

License

View, add, or modify Enterprise PDM licenses.

Lists (for cards)

Create card lists to maintain and update values for data card drop-down lists and selection boxes.

Message System

Specify how vault notifications are sent.

Revisions

Define the revision numbering scheme used by your company to facilitate document retrieval and control user access.

Serial Numbers

Configure how serial numbers are generated to automate numbering of files, folders, and items, and to assign running values to card controls.

Tasks

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.

Templates

Automate the creation of files and folders by adding templates to the file view right-click menu.

Toolbox

Configure Enterprise PDM to manage the SOLIDWORKS Toolbox component library and database.

Users

Create user login credentials and assign user permissions.

Variables

Create and manage data card variables.

Workflows

Define the states and transitions that represent your company's internal workflow structure.

Assign users and groups access to files based on workflow states.