We installed EPDM a few months ago and I'm starting to get ready to upgrade to 2013.
Currently, we have all our "custom" files (everything in Tools, Options, File Locations) on a network drive. I want to bring all that data into a read-only folder in EPDM.
Has anyone else done this? Are there any issues with bringing all this data into PDM? Only thing I can think of is when users clear their cache.
Thanks for the help....Rob
Rob,
We have done that and it works great. We put the files into an approved state and then up issue them as necessary. The only problem I have found is that when you modify them you need to tell people to get the latest version.
We put all of our files that are used to create templates ie start models, drawing borders etc.
We also put in have some design library stuff in there and again as long as when it has been updated you send an email to the required people to get latest version it works fine.
Russ
Can EPDM be setup to fire off a notification to all the users when files are updated in the Template folder?
Cheers,
Anna
You can do this for each user. Highlight the file and rmb then notify me when....
You would have to walk around all of the users and set it up individually to notify you when the file has changed
I was making pictures while Russell was typing....
Thanks for the info everyone.
I have a Template workflow (just one state) that allows me to make changes and everyone else can just read these files.
We have it setup so that everyone uses the latest version. I'll have to test that and make sure it will work, otherwise I'll just modify the workflow to include another state and transistion so i can send a message when the files have been modify. (which isn't very often)
Rob,
One thing to be aware of with a single-state workflow is that the Revision won't increment. Make sure your users have "Show working versions of files" permission on the Templates folder or they won't see files without revisions.
Mike
CEPA
Thanks Mike
So...what does your templete workflow look like? Do you just have a couple states and transtions?
I'm thinking just a "initiated" state with a transtion to edit, then back up to the first state?
but you can set the notification for when file(s) are checked in...
and if version numbers are not enough for tracking, your could manually increment revisions (assuming you set the permissions appropriately.
Rob,
We put all of these files in EPDM in a "Templates" folder off of the vault root folder. Users are told not to clear the local cache for this folder only. We have a separate workflow for these files that let's everyone read and a select few edit.
Mike
CEPA