Archive for the ‘PDM’ Category

Pack and Go vs. EPDM’s Copy Tree – Who Wins?

Thursday, May 12th, 2011

Pack and Go vs. EPDM’s Copy Tree – Who Wins?

When working with files outside of the vault, you have no choice -Pack and Go is the only tool you have, and it is a good tool -all the cool kids are using it.

However, for copying files within SolidWorks Enterprise PDM, both tools are an option, which one should you use?

Easy. Copy Tree. No question, no contest. I don’t want to hear your argument for Pack and Go…your argument is bad. Copy Tree gives you:

  • Speed
  • Less Mistakes
  • More Options

CopyTreeDialog

Speed - What happens when you click “Include Drawings” with Pack and Go? Pack and Go goes through all of your referenced paths looking at each and every drawing trying to decide if it is a parent of one of the chosen parts. That can take time. If you have lots of paths, that can take a loooong time. Click “Include Drawings” in EPDM, since there is a database – all drawings are found almost immediately.

Less Mistakes – See those two radio buttons “Use latest version of references” and “Use attached version of references”? Pack and Go doesn’t have those options. This means that Pack and Go is going to simply copy the version of the file that is in your local cache. Is it the right version? You better hope so! These two options in Copy Tree help ensure you are copying the version you want.

More Options:

  • Rename with Serial Number – If you are using EPDM’s serial numbers, Copy Tree will look those numbers up for you and rename the new files on the fly
  • Check in files with comment – Checks in the new files after the copy.
  • Name drawings after their models – Very handy if you are renaming the models, you can get the drawings to have the same name automatically

Every tool has its place, ensure you are using the right one at the right time.

Jeff Sweeney

Jeff Sweeney
Engineering Data Specialist
3DVision Technologies

SolidWorks Enterprise PDM Tasks

Wednesday, May 4th, 2011

Two of our recent blog entries have caused quite a mail surge! We even recently expanded our mail room and hired two more part time mail clerks.  Many of the letters are complaining about Scott’s recent abuse of photo editing software, others are asking for more information about EPDM’s tasks.

Here is a recent example:

Dear Engineering Specialist Man,

Your latest blog entry really caught me by surprise, you mention EPDM tasks, they looked rather interesting to me so I went through all of your old blog entries and have learned you have never mentioned them before! As you know, I am soon to be married and now have many new responsibilities –I need to find ways to work more efficiently. Can you share any more information about them?

K.M.

Thanks Miss M…or should I now say Mrs. W? You’re right! How did I miss this topic?!

You can get the details of what a task is from the SolidWorks help file, but here is the best way to think of tasks. Think of tasks as the ability to do batch type processes on your machine or anyone else’ that has EPDM installed.

Imagine wanting to print all the drawings of an assembly. This involves:

  • Find all of the drawings
  • Open each up one at a time
  • Print the file
  • Close the file

Tasks give you the ability to automate this, or even better automate it on another machine so you can continue working. You can quickly pick and choose machines to serve as a “task servers” so even if you don’t have the resources for a dedicated machine, you can always wait until Timmy takes another of his ten weeks of vacation, jump on his machine and set it as a server.

Out of the box, tasks also can convert files or run the design checker on them. They are very customizable and you can even write your own or modify an existing task to do what you want.

Jeff Sweeney

Jeff Sweeney
Engineering Data Specialist
3DVision Technologies

Should you upgrade to SQL 2008 R2?

Tuesday, April 26th, 2011

You may have noticed in your SolidWorks Enterprise PDM 2011 DVDs, Microsoft SQL 2008 Standard Edition R2 was in the box. If you originally installed EPDM 2010 or earlier, you likely have SQL 2008 Standard Edition installed. Should you use your new DVD to upgrade to 2008 R2?

SolidWorks says you do not have to. EPDM will run fine on SQL 2008, it even runs fine on SQL 2005.

The following capabilities are new to R2 Standard:

  • Backup Compression to reduce data backups by up to 60% and help reduce time spent on backups
  • Can be managed instance for Application and Multi-Server Management capabilities
  • High-scale complex event processing with SQL Server StreamInsight™

In your EPDM environment, the first bullet above is all you care about…a 60% smaller backup file is pretty impressive.

I had to upgrade because a customer sent me a backup of their database and as you can imagine my old SQL could not read this new backup format. The upgrade took about 20 minutes on my M6500 and was very easy. Drop the DVD in the drive and follow the prompts.
Upgrade
Though the smaller backups are nice, I wouldn’t recommend upgrading yet unless your backups are taking too long or you are running into storage issues.

Remember to backup before you upgrade.

Jeff Sweeney

Jeff Sweeney
Engineering Data Specialist
3DVision Technologies

Print your dwg files with EPDM Tasks

Monday, April 18th, 2011

Would you like to have your SolidWorks Enterprise PDM 2011 tasks be able to [batch] print your dwg files as well as your SolidWorks drawings?

It is pretty easy, you only need to make a few changes to your Print Task’s “Advanced Scripting Options”.

Click on the advanced scripting options button in the bottom of the “Files” section.

scriptingbutton
Now all you have to do is find the function “bIsSupportedExtension” and replace all of it with this code:
Function bIsSupportedExtension(oExtension) As Boolean
oExtension=lcase(oExtension)
If oExtension = "prt" Then
bIsSupportedExtension = False
ElseIf oExtension = "asm" Then
bIsSupportedExtension = False
ElseIf oExtension = "drw" Then
bIsSupportedExtension = False
ElseIf oExtension = "dxf" Then
bIsSupportedExtension = False
ElseIf oExtension = "dwg" Then
bIsSupportedExtension = True
ElseIf oExtension = "psd" Then
bIsSupportedExtension = False
ElseIf oExtension = "ai" Then
bIsSupportedExtension = False
ElseIf oExtension = "lfp" Then
bIsSupportedExtension = False
ElseIf oExtension = "sldlfp" Then
bIsSupportedExtension = False
ElseIf oExtension = "prtdot" Then
bIsSupportedExtension = False
ElseIf oExtension = "asmdot" Then
bIsSupportedExtension = False
ElseIf oExtension = "drwdot" Then
bIsSupportedExtension = False
ElseIf oExtension = "x_t" Then
bIsSupportedExtension = False
ElseIf oExtension = "x_b" Then
bIsSupportedExtension = False
ElseIf oExtension = "xmt_txt" Then
bIsSupportedExtension = False
ElseIf oExtension = "xmt_bin" Then
bIsSupportedExtension = False
ElseIf oExtension = "igs" Then
bIsSupportedExtension = False
ElseIf oExtension = "iges" Then
bIsSupportedExtension = False
ElseIf oExtension = "step" Then
bIsSupportedExtension = False
ElseIf oExtension = "stp" Then
bIsSupportedExtension = False
ElseIf oExtension = "sat" Then
bIsSupportedExtension = False
ElseIf oExtension = "vda" Then
bIsSupportedExtension = False
ElseIf oExtension = "wrl" Then
bIsSupportedExtension = False
ElseIf oExtension = "stl" Then
bIsSupportedExtension = False
ElseIf oExtension = "cgr" Then
bIsSupportedExtension = False
ElseIf oExtension = "wrl" Then
bIsSupportedExtension = False
ElseIf oExtension = "xpr" Then
bIsSupportedExtension = False
ElseIf oExtension = "xas" Then
bIsSupportedExtension = False
ElseIf oExtension = "ipt" Then
bIsSupportedExtension = False
ElseIf oExtension = "iam" Then
bIsSupportedExtension = False
ElseIf oExtension = "par" Then
bIsSupportedExtension = False
ElseIf oExtension = "psm" Then
bIsSupportedExtension = False
ElseIf oExtension = "ckd" Then
bIsSupportedExtension = False
ElseIf oExtension = "emn" Then
bIsSupportedExtension = False
ElseIf oExtension = "brd" Then
bIsSupportedExtension = False
ElseIf oExtension = "bdf" Then
bIsSupportedExtension = False
ElseIf oExtension = "idb" Then
bIsSupportedExtension = False
ElseIf oExtension = "3dm" Then
bIsSupportedExtension = False
Else
bIsSupportedExtension = False
End If
End Function

Lastly, if you wish to have all the prints “Scaled to fit” (regardless of file type) -add this highlighted line in the location shown:

PrintToFit

[Tested on EPDM 2011 SP 2.0.]

Jeff Sweeney

Jeff Sweeney
Engineering Data Specialist
3DVision Technologies

Use Dispatch to manage on-the-fly workflows

Tuesday, April 12th, 2011

Last week Lou Gallo and I recorded a pod cast discussing SolidWorks Enterprise PDM’s dispatch “script” language. I can’t add much more to the “cool-ness” of dispatch than Lou and I mentioned in the pod cast, but since the recording I have thought of another nice dispatch application I have seen…

SolidWorks has a nice knowledge base article (S-014655) on how you can use a parallel workflow in instances where you need more than one person [group] to be able to approve a document at once.

parallelThis image is a simple example as discussed in S-014655, the concept is -as users push the document through their “voting” transitions, their vote is recorded on the data card. Then via conditions of the transitions, the file either stays and waits for others to vote, or once the file gets all the votes it needs, it then can continue through the life cycle.

The limitation of this example is that all files in this workflow must be approved by all three voters. What if you want the ability to allow your users to determine who needs to vote?

Assuming you have something similar to SolidWorks’ example above, you have some controls that are used to track how the voting is going. Likely you have these “voting” controls read only to keep people from voting for others.

votes

To make this work, you need to add additional controls to give your users the ability to determine who needs to vote. Something like this:

requiredvotes

Here, our user has determined that only “B” and “C” need to vote for this file, so I can ask dispatch to vote for “A” by proxy. (If we don’t get a vote for “A” somehow, the file will not be able to pass through the workflow as designed.)

Next, install dispatch and create a new script.

The concept of the script is pretty close to Lou’s EPDM Dispatch Jumpin’ blog entry. Get the data card variable values and assign them to variable names inside of your dispatch routine.
SetVars

Set the dispatch to run as the file goes through a chosen transistion:

activation

The dispatch script would look like this: (Don’t worry about some of the weird syntax in the “Content” column, the dispatch wizard will build this for you.)

Dispatch

First line tells dispatch to check out the file. (Even the mighty dispatch cannot modify a card without it being checked out.)

The second line says that if person “A” needs to vote (the variable “varAVote” would equal 1 because a checked checkbox is equal to one) jump to the fourth line because I don’t want my dispatch routine to proxy for “A”. However if “A” does not need to vote, the value of varAVote would equal 0 and thus dispatch will simply continue to the third line of the macro.

The third line sets the datacard variable “Vote from A” to 1 – essentially checking the vote check box.

setvarincard

This works even if the control [checkbox] is read-only!

This logic continues for every person that needs to vote, then when we get to the end the file gets checked back in. Don’t worry if everyone is voting and dispatch didn’t change anything. If nothing was changed, the file is “undo check out”ed.

Thus my new file looks like this afterwards:

afterdispatch

I hope I didn’t scare you off, it really is quite easy. As I mentioned, you can think of the dispatch editor as a big wizard, it leads you through the process, it is easier than I made it look.

Jeff Sweeney

Jeff Sweeney
Engineering Data Specialist
3DVision Technologies

One EPDM archive server for two companies

Friday, March 25th, 2011

I just got back from a site that is using SolidWorks Enterprise PDM because they are doing a joint project with their customer. There is a replicated archive server at each location, this gives the two companies the ability to work together on the same project within the same vault. The solution works very well – updates are seen by both companies automatically. It isn’t much different than if they were in the same building -even though they are several states apart.

The solution worked so well, that the location I was visiting decided they wanted to buy EPDM for their own use, but they didn’t want to have two archive servers. Essentially, they wanted the same computer to store both their customer’s vault and their own.

I wasn’t sure if this was possible, but turns out it is possible and very easy to do. I installed the new database at their location, went to the administration tool on the archive server (that was only connected to the remote vault), RMB clicked on the server, chose to add the new vault and the wizard took over from there.

Now their archive server is replicating to their customer site and serving their local vault too. Each user has two vault views in their local cache so it is easy for them to track which vault they are using.

Jeff Sweeney

Jeff Sweeney
Engineering Data Specialist
3DVision Technologies

Distribute the Enterprise PDM SolidWorks add-in options

Thursday, March 17th, 2011

Imagine you have the Enterprise PDM SolidWorks addin tweaked perfectly. Everyone in your company should have the settings exactly as you have them. Is there a way to share your settings? Yes…but it involves editing the registry.

EPDMOptions

Great Aunt Eleanor always scolds me for playing with Windows registry keys. She says that if I want to change the registry, I should call her and let her do it, or at the very least I should make a backup first. Though I think she spends too much time playing Warcraft, she is correct. Directly editing the registry is risky if you don’t know what you are doing, so please don’t try this at home unless you are a professional -or at least play one at work.

The options are stored under the following registry keys:
HKEY_CURRENT_USER\Software\SolidWorks\Applications\PDMWorks Enterprise\ConisioCAD\SolidWorks
HKEY_CURRENT_USER\Software\SolidWorks\Applications\PDMWorks Enterprise\PDMSW\Options

Export these two keys from your machine (and if you really want to show off your .reg hacking skills combine them into one file) and pass around to your friends. Your friends double click on that registy file and instantly they are just as good as you.

<insert standard disclaimer “Make your backup first.odt” of registry editing here >

Jeff Sweeney

Jeff Sweeney
Engineering Data Specialist
3DVision Technologies

Configuration List in Enterprise PDM

Monday, February 28th, 2011

Well here’s a new topic for me…Enterprise PDM

You have this part (or assembly) file with multiple configurations that’s in EPDM.  You have named your configurations a good name that’s easy to find and identify.  You find the file in EPDM and then select it.  The data card comes up and all you see are a few configurations.  That’s fine because you know you can just click on the arrows on the right side and it will show you more configurations.

   Data Card for Configs

Well that’s great, but what if I want to see a list of all the configurations?  Here’s a trick taught to me by Jeff Sweeney

If you Right Mouse Click on any of the configurations you get a full list of all of them!!

 Configs in EPDM

Now you can click on which one you want and see its data card.  How cool is that?

Josh Spencer

Josh Spencer
Application Engineer
3DVision Technologies

EPDM maintain your Best Practices

Monday, February 28th, 2011

Several years ago I wrote a presentation “How to write a best practice document”. I have given this presentation to several user groups and even twice at SolidWorks World. In the presentation, I discuss different mediums to use when writing and maintaining the document. Word processors, wikis and Docbook are the three main tools I recommend.

A few days ago a customer asked if SolidWorks Enterprise PDM would be a good tool to store his best practice document. Blew me away. I had never thought of a PDM being Best Practice repository, but it is perfect!

For a best practice document to be successful:

  • Users need to be able to quickly find the information they are looking for
  • It has to be easy to maintain and keep current

Things PDM does for you!

What if…instead of creating a big long document that will be hard to read, navigate and maintain, you created a bunch of little .avi files demonstrating your best practices? [I will not do the voice overs, stop asking.] To make finding them easier, create a special “Best Practice” datacard and place it in your best practices sub directory.

BestPracticeCard

Don’t forget that you can watch avi files through the preview tab…(sound works too)
aviplayer

Obviously it doesn’t have to be only movie files, pictures (they really are worth a few hundred words), machining charts, internal memos, spreadsheets…can all be categorized in your datacard for quick access.

Jeff Sweeney

Jeff Sweeney
Engineering Data Specialist
3DVision Technologies

Work Orders II – the SQL

Friday, February 18th, 2011

The SQL! Get it – “sequel”?!?! Because this is a continuation of my previous post! Ahhh…PDM humor is there any better?

That joke is the only reason I broke the post up into more than one entry.

We now have a work order. This work order “file” can have its own EPDM workflow, so you can push it around within your organization. Now you can track the requisitioning process. Hopefully you came up with that ideal yourself, but let me show you some other cool things we can do.

You can take the sub assembly(ies) that represents the workflow and paste it as a reference. Now you have a nice BOM.

NiceBOM

What if you want more than one of these assemblies made?

Do a quantity override! Remove the “As built” (make sure the work order is checked out) and change the quantities.

QtyChange

Switch to “parts mode” and let EPDM do all of that hard multiplication for you!

PartsNetted

Now your engineering data can stay “as designed” and other departments can have records of how your assemblies were requisitioned. All within SolidWorks Enterprise PDM.

Sometimes a work order is only a partial release of an assembly. That situation really isn’t any different than the sub  assembly concept, because you can paste as reference many files to the work order as you want. If you do only parts, obviously the needed quantities will need to be manually entered, just do a quantity override and you can trickle your assembly’s requisitions one part at a time if you wanted to. [The Engineering Data Specialist Man cannot be held responsible for the nasty phone calls you will receive from your purchasing agent.]

Push your work order through a workflow, sit back and enjoy the accolades raining down from your co-workers.

Jeff Sweeney

Jeff Sweeney
Engineering Data Specialist
3DVision Technologies