Posts Tagged ‘EPDM’

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

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

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

EPDM Work orders – Demanded from the great beyond

Wednesday, February 16th, 2011

Sadly, because of all of my blog fans I recently had to get an unlisted phone number. However because of FCC regulations I have learned it is not possible to get an unlisted séance phone. As a result I still get Marie Antoinette calling offering me Little Debbies, Pince Albert asking me why I have him in a can, and Slimer asking me if I know how much longer Bill Murray will be with us. Though yesterday I got an interesting call from Leo Tolstoy saying my blog entries have been too short lately and asked if I could “beef” one up a bit in his honor.

Okay Leo, if you promise to stop calling me (once he gets started you cannot get him off the phone) I’ll tackle a topic that I get asked about all the time – How to create and manage work orders inside of SolidWorks Enterprise PDM.

Work orders, kits, packages…whatever you call them are a little out of the scope of what most people think of when they think of PDM. A PDM generates and maintains the data, an ERP/MRP handles the requisitioning and storage of the actual parts. [That is where I draw the line ... data files vs. actual parts.] Don’t let “out of scope” stop you, EPDM laughs at scope and draws gray lines everywhere.

A work order is not a file. So you need a different way to maintain it. I have in past entries demonstrated that EPDM’s item master can be used to maintain work orders. I still rather like this method, but let me show you another that I think also has merit and perhaps has less setup.

Virtual Documents are thought of by most people as only place holders for items in the BOM that you don’t want to model inside of CAD. [Paint, grease, fasteners, etc.] However they can represent anything – even things you invent. How about your “.wo” files?

You don’t have any .wo files? (Probably not, it is typically an Apple file type and since you aren’t a hippy…) So from this point forward I proclaim .wo files as work order files. (You can use any extension as long as it isn’t something already used in your vault. However I would get on the .wo train now, it is going to be hot!)

First make a .wo datacard containing information you might want to store about a work order. This is an image of a rather clever design: (click on thumbnail for full size)

CleverDesign

Now we can make our first work order:

NewVirtual

NewWorkOrder

AllDone

I don’t know how my Tolstoy did it. I am worn out. I’ll take on more of this novel in my next blog entry.

Jeff Sweeney

Jeff Sweeney
Engineering Data Specialist
3DVision Technologies

“What If?” Workflow Workaround

Monday, December 27th, 2010

Today’s blog entry is for experienced SolidWorks Enterprise PDM users only. If you are not an experienced EPDM user, please go back and continue reading your Fox Trot cartoons.

Everyone loves SolidWorks Enterprise PDM’s workflows. However some feel there is one weakness:

If you have a file in a released/approved state, it is typically read-only. Doing “what if” type scenarios is very difficult because you can’t save your work! Until today all the workarounds I have seen were rather cumbersome.

Friends, Romans, countrymen, keep your ears -I have a solution….or at least a less cumbersome workaround.

In Windows Explorer, go to the properties of the file you wish to experiment with and remove the read-only flag.

ReadonlyFlag

Now you can edit and save this file as you like! (Depending on your settings, you may get a warning from SolidWorks reminding you that you are editing a checked in document, but you can ignore this. The SolidWorks title-bar will correctly tell you if the file is read-only or not.)

If you decide your “What If…” turns into “I’m glad we’re not…”, clear the file from your local cache, and you are back as if nothing ever happened.

If you like the changes:

  • Copy the file to a location outside of the vault
  • Check out the file
  • Copy the file back into the vault, overwriting the file in the vault.

I must admit this is a few steps, but you certainly could do this in less than a minute, and it is a great solution compared to the others I have heard. If you do this often, you may want to consider writing a custom addin, or contact 3DVision they can sell you one to automate this procedure.

When working this way, don’t forget your changed files are only on your local drive. There will be no backups [don't accidently clear your local cache, or pour coffee into your hard-drive] and others cannot see your changes, so you’ll probably have to rely on eDrawings for peer and customer reviews.

Jeff Sweeney

Jeff Sweeney
Engineering Data Specialist
3DVision Technologies

Tastes Great! Less Filling!

Thursday, December 9th, 2010

Remember those “Tastes Great! Less Filling!” commercials from the 80′s? (Okay, you don’t have to remember, I just gave you a link.)

One of those arguments seem to come out every time I talk with people about the two toolbox options:

ToolboxModes

They both have their advantages…but which one should you choose?

Today, after talking with several SolidWorks Toolbox specialists (who wouldn’t officially vote one way or the other) I am going out on a limb and recommend “Create Configurations” to all SolidWorks Enterprise users. Yup. I’ve said it. Let the debate cease. Stick a fork in it, it is done.

Though let me add one twist to this method. Create all the configurations you need now rather than having the users create the configs one at a time as needed. If you create them one at a time:

  • You’ll end up with many versions of the part in the vault that really have no value
  • As these configurations are added, the system has to check out and back in the file -checking in/out a file with thousands of configurations is rather painful.

CreateConfigs(click on the thumbnail to see a nifty little trick to quickly create all of the configurations.)

The toolbox gurus do state that an assembly with 1000 fastener files will get the same performance as an assembly with one fastener file that contains a 1000 configurations.

Certainly you only want to create all of these configurations of the fasteners that you typically use. I wouldn’t create the configurations of the strange ones that no one has ever heard of.

I guess the nice thing about this debate is that since so many people like one way or another, you really cannot go wrong with either method.

Remember December is National Engineering Data Specialists month. Do something nice for the Engineering Data Specialists you love.

Standard disclaimer: The views expressed in this blog are those of the author alone and should not be misconstrued as an endorsement of neither 3DVision Technologies nor SolidWorks. The advertisers within this blog entry are strictly that of their own and should not be considered an endorsement of their product’s usage. Standard messaging rates shall apply.

Jeff Sweeney

Jeff Sweeney
Engineering Data Specialist
3DVision Technologies

Update References for adding files into the vault

Monday, November 8th, 2010

Look at Johny sitting over there in the cubical next to yours balancing a spoon on his nose. You often wonder how he became an engineer, well actually you don’t – he’s the owner’s kid. You’re the one always stuck cleaning up his mess.

Johny is not not very careful about where he saves his files. He saves most of the files in the vault but it is not uncommon for many of them to exist only on his local hard drive.

You found this very nice feature in SolidWorks Enterprise PDM that would forbid an assembly from going into EPDM if files were outside of the vault, but you were scolded for stifling Johny’s creativity. (Jedi’s note: this option is a great option to have on – for everybody. Assemblies in the vault should only reference files inside the vault, if it references files outside of the vault a messy future you will have.)

FileNotFound

Luckily new in EPDM 2011 the “Update References” tool makes it easy to automatically pull referenced documents into the vault.

Sit down on Johny’s machine, highlight the assembly and choose “Update References”
UpdateReferences

Highlight the files outside of the vault and click the “Add files to vault” button.

Outside

You will then be asked to select where in the vault you want these files added, then “Update References” will copy the files and fix the references in the assembly.

Remember that November is Engineering Data Specialist Month, do something nice for the Engineering Data Specialist you love.

Jeff Sweeney

Jeff Sweeney
Engineering Data Specialist
3DVision Technologies