SolidWorks Integration Best Practices · S s • 3 2 2 Agenda • Some EPDM Basics • The basics...
Transcript of SolidWorks Integration Best Practices · S s • 3 2 2 Agenda • Some EPDM Basics • The basics...
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SolidWorks Enterprise PDM
SolidWorks Integration Best Practices
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Agenda
• Some EPDM Basics
• The basics of the EPDM SolidWorks Integration
• Challenges for EPDM SolidWorks Users
• SolidWorks Libraries
• Message Windows
• Tips and Techniques
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My Background
Justin Webster
Director – InFlow Technology
Computer Aided Technology / InFlow Technology
• 5+ Years working with EPDM
• Overseen 120+ EPDM implementations as consulting manager for InFlow
Technology
• 14 years experience in CAD/PLM Industry
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Enterprise PDM Basics Basic Terms
• Version – an iteration in the history of a file
• Get Version – retrieving a particular version from the vault
• Get Latest Version – retrieving the latest available version from the vault
• Check In/Out – Releasing/Taking ownership of the files
• Change State – Send a file along a workflow (i.e. Submit for Approval)
• Data Card – information card that shows the properties of a file in the vault
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The Task Pane
• Toolbar
• Status Icons
• Columns
• Preview
Enterprise PDM Menu
• EPDM Operations
• EPDM Options
Right Click Options
Additional Options
• Mouse Gestures
• Shortcuts
EPDM SW Integration Interface
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EPDM SW Integration Interface
Get Latest Version
Get Version
Check Out
Check In
Change State
Properties
Replace Toolbox
Where Used
Browse to Folder
Zoom to Selection
Open file
Edit file Search
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Task Pane Icons
• Each file in the task pane will have a status
• Once a file is modified, a pencil appears
• Once the file is saved, the green icon appears
• Once the file is checked in, the grey icon appears
EPDM SW Integration Interface
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Task Pane Columns
• Customized under options
• Version column is important
• Quick Child Info
• Check Out status
• Workflow Status
EPDM SW Integration Interface
“-” means file is different than vault
Latest Vault Version Version in the cache
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EPDM SW Integration Interface
Enterprise PDM Task Pane Preview
• Version specific preview
• Custom properties
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Enterprise PDM Menu
• Operations like Get Version and Check In/Out
• With no selection, applies to active window
• If assembly, highlighting a part will change focus
• Options…
EPDM SW Integration Interface
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Enterprise PDM Server Options
• Show warning message if modifying a checked in file
• Data card when new file is saved
• Prompt to check out file if opened read-only
EPDM SW Integration Options
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Enterprise PDM Options
• Refresh options can improve
performance
• Vault settings related to serial
numbers (only admin can update
these settings)
EPDM SW Integration Interface
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Enterprise PDM View Settings
• Displaying properties in the task pane
• Column header name
• Displaying properties in the preview
• Displaying a property as part of the
filename column
• Each property has to be set
EPDM SW Integration Options
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Enterprise PDM View Settings
• Turn task pane icons on/off
• Change the background colors
EPDM SW Integration Options
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EPDM SW Integration - Other
Right Click Options
• Get Latest Version
• Get Version
• Check Out/In
• Undo Check Out
• Properties
RMB – Highlight Part RMB – Feature Tree
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Shortcuts
• Keyboard Commands
• Mouse Gestures
EPDM SW Integration - Other
Keyboard Shortcuts Mouse Gestures
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What is the hardest part of managing SolidWorks files in EPDM?
To be successful with 3D CAD and EPDM, you must understand:
• The basics of version control
• Version specific parent-child relationships
• The local client cache
EPDM Challenges for SolidWorks users
VERSIONS
VERSION LINKS
CACHE
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In EPDM, check out the contains tab:
EPDM Challenges for SolidWorks users
Version 6 Version 7
Look for Bold numbers
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Caching issues...
• In EPDM both drawings are the latest Version
EPDM Challenges for SolidWorks users
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Caching issues…
• In EPDM both drawings are the latest Version
EPDM Challenges for SolidWorks users
eDrawings SolidWorks
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More signs...
• The assembly is the latest version
• There is no record of changing the assembly
Yesterday
EPDM Challenges for SolidWorks users
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More signs...
• The assembly is the latest version
• There is no record of changing the assembly
EPDM Challenges for SolidWorks users
Today
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If users are having trouble, you will hear things like…
EPDM Challenges for SolidWorks users
It opened fine yesterday!
The EPDM Preview looks different
than SolidWorks!
How did my task pane get all red?
It looked good on my PC!
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Why is it complicated?
Understanding references…
EPDM Challenges for SolidWorks users
111
V1 V1 V1
V1
V1
222 333 444
V2
V2
111 V2
444
V3
V3
444
V1
555
V2
333
Which version of the assembly references the which version of the part?
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Understanding the cache
• The cache is the location on your machine where the file is downloaded
• The cache contains every file you have viewed or edited
• The version tab shows you what version of the file is in your cache
EPDM Challenges for SolidWorks users
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Tips to help make sure you are using up to date references...
• Look at your task pane
• Look at contains and where used
EPDM Challenges for SolidWorks users
There should be no bold numbers If the part file has no parents, your assembly needs updating…
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Always pay attention to the reference dialogs when you check in
EPDM Challenges for SolidWorks users
Local Ver. column is bold when it does not match New Ver.
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Read only document warning
• You will see this when you flag a SolidWorks file as modified if it is not checked out
• Only use “Don’t ask me again” if you are absolutely sure you know what you are modifying.
The message will be gone during that session
• Make sure you look for the “pencil” icon in the task pane
• You can continue to work on the file.
EPDM SW Integration Messages
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Check Out warning
• You will see this when you are opening a file that is read-only
• You can turn off this message
EPDM SW Integration Messages
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EPDM SW Integration Messages
File is open in another application
• If you try to check out a file from Windows Explorer when it is open in SolidWorks
• Normally this is set to an error, but it can be changed to a warning
• If you are allow to check out the file, it will not change the read only status in SW
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Confirm Replace Checked Out File
• If you perform a Get Version when you have the file checked out and modified
• Get Version will go to the vault and replace your file
• Your changes will be discarded
EPDM SW Integration Messages
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File is not rebuilt
• Flag is triggered when children are saved after the parents
• Can indicate that your assembly is not up to date
EPDM SW Integration Messages
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Use File Explorer
• Previews are available
• Clicking on a file will cache (if not already)
• Simply drag and drop into SolidWorks
EPDM SW Integration Tips
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Avoid annoying “Save As” messages
• If files are not checked out but they get modified, you will get a “Save As” dialog
for each read-only file in session
• Change the setting below in the SolidWorks Options menu
EPDM SW Integration Tips
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Shortcuts
• Adding links under Favorites
• Add shortcuts to browse and search the vault
EPDM SW Integration Tips
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User settings control your user experience
• Automatically include children during change state or check out
• Controls which menus to show/hide
User Settings
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Using the Design Library in the EPDM Vault
• The files in the library folders must be cached to show
• Use “auto caching” tool to make sure libraries are up to date
• Auto caching tool can be hooked to SolidWorks launch command or on
machine startup
http://www.inflow-tech.com/resource-center/plm-pdm-custom-applications-download.php
SolidWorks Library
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QUESTIONS???
For video replays:
http://www.cati.com/sww2013