Exciting Changes in ShareVis Licensing

ShareVis has recently made some significant and exciting changes in their licensing model.  Up to this point, ShareVis’ licensing model was very basic; organizations deploying ShareVis purchased one enterprise license per SharePoint Web Front End.  ShareVis now has licensing based on a rental model and based on a usage modelContinue Reading

The New Enterprise PDM Task Tool

One of the new tools in SolidWorks Enterprise PDM (EPDM) 2010 is the automated EPDM Task Tool. This tool helps users and system administrators automate a number of things related to Engineering output. With the tool, you can create renditions (alternate format/presentation of content) of SolidWorks Parts, Assemblies, or Drawings. The Task Tool also enables remote printing, and can create these types of output content during EPDM Workflow state changes or from right-click menu options.  Continue Reading

Troubleshooting EPDM Permissions

Anyone who works with SolidWorks Enterprise PDM (EPDM) knows that there are multiple factors that play a role in user permissions. Sometimes it can be difficult to determine the kind of permission to apply to achieve a desired result or to find the setting that is causing an undesired behavior. So let’s dig in to the EPDM security model and take a look at the different criteria that EPDM uses to provide access to files.  Continue Reading

Voting in EPDM Workflow

Ballot BoxSolidWorks’ Enterprise PDM (EPDM) system allows you to capture electronic signatures and date/time stamps on documents as they progress through the system’s integrated workflow.  This information can be captured in the form of variables on the document’s data card.  These variables can then be written to the file properties (Word, Excel, SolidWorks, and AutoCAD) and/or placed into the actual document.  This functionality gets really interesting though when you place conditions on EPDM workflow transitions to allow voting for approvals (i.e. this isn’t approved until 2 out of 3 reviewers have approved it, but all 3 approvals are not required).  Continue Reading

EPDM Workflow and Rev Blocks

Title BlockThe SolidWorks Enterprise PDM (EPDM) workflow can be used to automatically show revision history by populating the revision block table on your drawings.  By configuring a set of variables to hold current and past revision information, and setting those variables in a workflow process, you can free designers from the tedious process of putting revision block information into SolidWorks each time a drawing is approved.  Continue Reading

Customizing ST Workflow in Web

Web BrowsersFrequently, we get asked the question, “Can I customize ST workflows in Web Editor?”  The answer is yes…and no.  Web Editor does allow for some workflow customizations, but there are some limitations.  We’ll cover these limitations, and go over some things to watch for when customizing ST workflow in Web, and deploying those customizations.  Continue Reading

Using Categories for Advanced Configuration of EPDM

categoriesEPDM can be configured to use category-based logic to divide and sort documents inside the EPDM vault.  Once a document is in a certain category, it can then be automatically sent into specific workflows.  Continue Reading