Do you manage your SolidWorks templates in the vault?
Can you list advantages for it being in the vault or on the network, if thats where you keep them? (We currently have ours on the network).
We keep them in the vault because we use them in EPDM templates to create new files.
You use SW templates (.prtdot, etc) inside EPDM templates to make new files? O_o
We keep them on the Network outsite the Vault.
Until the release of 2014 I personally advised customers to keep any standard SolidWorks files including templates (drwdot type etc as opposed to EPDM templates) outside of the vault. The reason being that it wasn't possible (out of the box) to ensure that the folder was cached at the latest version (and therefore was the Latest Version if it had been modified). This all changed with the release of EPDM2014 as we now have the ability to specify 'folders' to cache (and folders to clear the cache from) on Log In (and Log Out). It now makes good sense to store your Templates and settings files inside the Vault to ensure that all changes are rolled out globally as soon as the updated files are 'released'
Solid Solutions Management
@Charley, Yes we do. We have it as part of the context menu.
@Wayne, At some point, 2009 I think, SolidWorks added code to insure that an EPDM template would use the latest version of a file. There is also an executable from a VAR (can't remember which one) that can be run to "Get Latest Version." The only problem I foresee with the 2014 enhancement is if users stay logged in for long periods of time (and ours do).
Yes, an EPDM template is a diferent matter and as it copies a source file to create the new file it wouldn't in general be using a 'template' file in the same sense as you would if you did a standard file/new in SolidWorks. Your second point is also true, in that it could be managed via an add-in and there is one in the public domain which can be attached to the Windows Task Scheduler to 'regularly' Get a specific folder via a script. Personally, I would rather use 'Out of the Box' functionality when I can, but appreciate that if users don't log out at the end of the day then you could have a problem, but surely for the health of their PC's they must reboot now and again?
Has that given you any issues? As far as I understand it EPDM templates just copy over the sorce file and rename it, so you prtdot is just getting renamed to sldprt. I would have thought that would at least cause issues with variables, since the first version of the file is a non-configuration file and then it's changed to a multi-configuration CAD file.
Never had a problem. We have the data card displayed when the file is created. The user fills out the data card and the values are saved to the SolidWorks properties that the variables are mapped to.
I can see the value of putting templates in the vault for the "global rollout" scenario as Wayne mentions. Wayne, I assume you mean this for a case where a company has folks in different physical locations designing files with the same templates?
Wayne Marshall - 2 questions; first- how do I tell if I am running Enterprise 2014? (I'm pretty sure that I am since we are just installing it) And second, how do I specify a vault folder (one that contains my templates) be cached to local users when they log in/out?
1 In Admin tool go to Help>>About EPDM>> should be 14.something. We are on sp2 so it says 14.2 or 14.02.
2 Edit the Group Properties and find the Cache Options section. If you right click Groups>>Open then you can do multiple groups at once.
One big advantage of keeping document templates in the vault that no one has yet mentioned is that they can be revision controlled forms. This really helps with ISO 9001 etc.
We also manage all SolidWorks related templates etc. (Basically anything found under "File Locations") on the PDM. I have created simple three step workflow for the SWData -folder (Under Editing <-> Approved -> Obsolete) to manage Key user modifications vs. Production templates.
We have for now just instructed users to use "get latest" when logging into the vault for the folder time to time. With 2014 this should be easier as mentioned here earlier.
I prefer the version control and also offline possibilities here (also notable feature IMHO).
No Problems, some user complaints for example editing the Material database (need to change state, etc.) but we have managed those via Key User process, so One user has to-do list and he updates the templates as fit. Bit.
I have a similar workflow setup for our Templates but I am trying to find a way to change a PDM template's availability based on the workflow state so that only Approved Templates can be used to create new files.
I know this post is dated but if anyone has any advice it would be much appreciated.
Well, isn't that similar to making part CAD files visible when change is released? If you want to make the old ones invisible, except to CAD admins or something, you need users in groups that support the appropriate permissions, and you need an appropriate workflow. It really depends how your groups are set up, and how restrictive you want to be - in general it is less work to be more permissive. If it is easy to tell if someone is using an old template (and it will be caught in the drawing change process), then you don’t need to lock it down as much.
If you create a separate folder for your Templates & Formats you can set it so that your users can only see the released versions.
Un-check the "Show working versions of files" but make sure to check the "Read file contents" for that folder. That should make it so they'll only see released versions. This does mean that you'll have to process your templates and formats through a workflow though.
We are establishing standards with SolidWorks source files and decided to use ePDM to control them. The issue I'm running into, is we can't easily use the Copy Setting Wizard to launch the these standards company wide. The information I have found is we would have to wait until there is a mass roll-out of an update or install of SolidWorks to incorporate the new standards. Is there an easy way to get every user's computer pointing to ePDM for the source files? Any help would be appreciated.
We store the sldreg file that is configured for our PDM users in our vault. We just have them run it once they have access to the vault.
More on how to use a file to update file locations:
File that stores File Locations?
Retrieving data ...