Administration Guide.pdf

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SolidWorks Enterprise PDM 2011
Administration Guide
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Contents
Legal Notices..................................................................................................................xiii
1IntroducingSolidWorksEnterprisePDM......................................................................15
SolidWorks Enterprise PDM Administration Tool..................................................................................15
StartingtheAdministrationTool.............................................................................................................18
ViewingAdministrativeChangeHistory.................................................................................................19
2LocalSettings...............................................................................................................20
Local Settings........................................................................................................................................20
GroupPolicies........................................................................................................................................20
Log File..................................................................................................................................................20
ViewingtheSolidWorksEnterprisePDMLogFile...........................................................................20
DisplayingEventDetails...................................................................................................................21
CopyingtheLocalLogFile...............................................................................................................21
Log File Dialog Box..........................................................................................................................22
SettingsDialogBox................................................................................................................................23
SettingsDialogBox-AutomaticLogin.............................................................................................23
SettingsDialogBox-ExternalReferencesTab...............................................................................23
SettingsDialogBox-ZipProgramTab............................................................................................24
3 Vaults...........................................................................................................................25
Vaults.....................................................................................................................................................25
Creating and Distributing Vaults............................................................................................................25
Vault Creation...................................................................................................................................25
Collecting Support Information.........................................................................................................33
Creating Local Vault Views..............................................................................................................34
DistributingaVaultViewUsingActiveDirectory..............................................................................40
DistributingaVaultViewinaWANEnvironment.............................................................................42
FileVaultPropertiesDialogBox.......................................................................................................45
Add Server Dialog Box.....................................................................................................................45
Collecting Support Information..............................................................................................................45
DeletingaVault......................................................................................................................................47
Logged in users Dialog Box.............................................................................................................47
RemoveFileVaultDialogBox..........................................................................................................48
Vault Settings.........................................................................................................................................48
Exporting Vault Settings...................................................................................................................48
Importing Vault Settings...................................................................................................................49
Vault Archives........................................................................................................................................55
ArchiveCompressionandCleanup..................................................................................................55
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Contents
Cold Storage Schemas..........................................................................................................................57
CreatingaColdStorageSchema.....................................................................................................57
ExampleofUsingColdStorage.......................................................................................................59
ColdStorageSchemaDialogBox....................................................................................................59
Enterprise PDM Reports........................................................................................................................61
FormattingaReportQuery...............................................................................................................61
CreatingaTransaction-SQLQuery..................................................................................................67
ExecutingaReportQuery................................................................................................................68
4ArchiveServers............................................................................................................70
ArchiveServers......................................................................................................................................70
AddinganArchiveServer.................................................................................................................70
LoggingIntoanArchiveServer.......................................................................................................70
Refreshing an Archive Server..........................................................................................................71
RemovinganArchiveServer............................................................................................................71
ViewinganArchiveServerLogFile.................................................................................................71
CopyingtheArchiveServerLogFile................................................................................................71
Displaying Unreplicated Files...........................................................................................................72
IdentifyingtheServerWhereaFileisReplicated............................................................................72
Collecting Support Information.........................................................................................................72
Add Server Dialog Box.....................................................................................................................74
ServerProperties..............................................................................................................................74
Archive Status Dialog Box.....................................................................................................................74
Replication.............................................................................................................................................75
Replication Settings Dialog Box.......................................................................................................76
NewReplicationSchemaDialogBox...............................................................................................76
AdvancedSchemaSettingsDialogBox...........................................................................................78
5EnterprisePDMAdd-ins...............................................................................................80
Enterprise PDM Add-ins........................................................................................................................80
InstallingEnterprisePDMAdd-ins.........................................................................................................80
InstallingAdd-insforDebugging............................................................................................................81
Add-inPropertiesDialogBox.................................................................................................................81
DebugAdd-insDialogBox.....................................................................................................................82
6 Dispatch.......................................................................................................................83
Dispatch Overview.................................................................................................................................83
InstallingtheDispatchAdd-In(32-Bit).............................................................................................83
InstallingtheDispatchAdd-In(64-Bit)..............................................................................................84
Accessing Dispatch..........................................................................................................................84
Creating Dispatch Action Scripts...........................................................................................................84
Administrate Actions Dialog Box......................................................................................................85
EditActionDialogBox......................................................................................................................85
Editing Dispatch Scripts.......................................................................................................................101
CreatingVariablesforDispatchScripts...............................................................................................101
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Contents
Set variables Dialog Box................................................................................................................104
FunctionsforVariables...................................................................................................................104
ExportingDispatchScripts...................................................................................................................109
Importing Dispatch Scripts...................................................................................................................109
7BillsofMaterials.........................................................................................................111
BillsofMaterials...................................................................................................................................111
CreatingBillofMaterialsTemplates....................................................................................................112
UsingtheWeldmentCutListBOMType.............................................................................................113
BillofMaterialsDialogBox..................................................................................................................114
8 Data Cards.................................................................................................................119
Data Cards...........................................................................................................................................119
Opening the Card Editor......................................................................................................................120
CreatingaDataCard...........................................................................................................................121
SavingDataCards...............................................................................................................................121
Data Card Inheritance....................................................................................................................122
SavingaModifiedDataCardtoaSpecificFolder..........................................................................124
Modifying a Data Card.........................................................................................................................124
AddingCardControlstoaDataCard..................................................................................................125
AddingControlLogictoaControl........................................................................................................126
Aligning Data Card Controls................................................................................................................127
GlueingDataCardControls.................................................................................................................127
Exporting a Data Card.........................................................................................................................128
ImportingaDataCard..........................................................................................................................128
CreatingaSearchCardUsinganSQLList.........................................................................................128
CreatingaSearchCardwithPreselectedValues..........................................................................129
Input Formulas.....................................................................................................................................129
UsinganInputFormula..................................................................................................................130
Using Input Formula Aliases..........................................................................................................130
InputFormulaFunctions.................................................................................................................131
WorkingwithControlledTabs..............................................................................................................136
ControlledTabExample1-ControllingVisibilityofTabs..............................................................136
ControlledTabExample2-ManagingAccesstoaControl...........................................................137
Assigning Default Values.....................................................................................................................138
AssigningaDefaultValuetoaDateVariable................................................................................138
UsingaSerialNumberasaDefaultValue.....................................................................................139
CardEditorControlsToolbar...............................................................................................................140
Card Properties..............................................................................................................................141
Open/SaveAsCardDialogBox.....................................................................................................146
Image Properties............................................................................................................................147
Text Properties...............................................................................................................................148
Frame Properties............................................................................................................................148
Edit-box Properties.........................................................................................................................149
Button Properties............................................................................................................................152
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Contents
Radio-button Properties.................................................................................................................154
ComboboxProperties.....................................................................................................................156
Droplist Properties..........................................................................................................................158
Combolist Properties......................................................................................................................160
Listbox Properties...........................................................................................................................162
Tab Properties................................................................................................................................164
Checkbox Properties......................................................................................................................165
DateFieldProperties......................................................................................................................167
CardSearchControl.......................................................................................................................170
Variable Search Control.................................................................................................................170
Grid Settings Dialog Box................................................................................................................170
ControlledbyVariableDialogBox..................................................................................................170
9 Creating Lists for Cards.............................................................................................171
Central Card Lists................................................................................................................................171
CreatingaText-basedCardList..........................................................................................................171
CreatingaCardListfromanSQLSource...........................................................................................171
CreatingDynamically-controlledCardLists.........................................................................................172
UsingAliasesinCardLists..................................................................................................................174
CreatinganAliasList......................................................................................................................174
CopyingandPastingAliasCardListValues..................................................................................174
UsinganAliasListinaDataCard..................................................................................................174
SQL Query Examples..........................................................................................................................175
RetrievingSQLValuesfromaLinkedServerSource....................................................................175
List Dialog Box.....................................................................................................................................176
10 Categories................................................................................................................178
Categories............................................................................................................................................178
Creating Categories.............................................................................................................................178
EditingCategories................................................................................................................................179
Category Dialog Box............................................................................................................................179
Deleting Categories.............................................................................................................................179
ShowUsageDialogBox.................................................................................................................180
Examples.............................................................................................................................................180
AssigningCategoriesbyFileType.................................................................................................180
AssigningCategoriesbyVariableValue........................................................................................180
11 Columns...................................................................................................................182
Columns...............................................................................................................................................182
CreatingaFileListColumnSet...........................................................................................................182
CreatingaSearchResultColumnSet.................................................................................................183
AddingaColumnSettoaSearchCard...............................................................................................184
Customizable Columns Dialog Box.....................................................................................................184
NewConfigurationDialogBox.............................................................................................................187
12FileTypes.................................................................................................................188
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