We placed our Solid Edge files into the Epdm Vault but now they can't be opened without making a copy. Is there a solution to this?
You will probably need to get your VAR involved. They will have better access to experts at SolidWorks HQ who are (or should be) more familiar with EPDM compatibility.
Thanks Kelvin. So far VAR has not been helpful.
Do you mean making a copy in your local cache? - That's standard procedure. You may only open files in your local cache. You cannot edit the actual file in the vault.
If you mean making a copy the file in your vault and placing it outside your vault...that is not true, you can work on the local cached files.
I want to "check-out" a Solid Edge file that is in the Vault, modify it and then save. But 99% of the time I get a message that says "file is a read only do you want to make a copy?". There are a few files that will open without making a copy but I haven't been able to detect what the difference is.
It sounds like a file ownership issue. I suspect that if you own or take ownership of the file when checking it out, it would not be opened read-only. If it is not owned or owned by someone else, it makes sense that the file would be created read-only. Jeff S is correct, a doc management sytem should never allow a file to be worked on in the vault - only a copy of it for safety reasons.
How does one take ownership? Doesn't the Vault automaticaly know who checks the file out? The users login name always appears in the "check out by" column.
Is the user a local admin of that vault view? Perhaps the user does not have the rights to remove the readonly flag for the files? (EPDM removes the readonly flag if the user has enough rights to do so.)
It doesn't matter if the admin or another user is opening the file. Both will get the "read only" message.
Before opening the file, can you RMB click on it, go to properties and remove the read only flag? (Click OK, then go back in to ensure the change actually was committed.) Assuming so, what happens when you open the file?
I just unclicked read only, check it out and attempted to open the file. I get the message "The requested file has already been checked out. You may open it as read only".
Remove the read only flag after you checkout the file.
This does not sound like an EPDM issue. As long as EPDM can remove/add that readonly flag, that are most of its responsibilities in this situation. Do you have another SE add-in running? Perhaps your old PDM?
Removing the read only flag either before or after check out results are the same. There are no add-in's running and the old PDM is not used and is located on another file server.
Solid Edge has built in workflow management.
Released file setting in Solid Edge files
Solid Edge provides a feature to set the state of files being used by designers. The feature is similar to a workflow.
Solid Edge -> Properties ->Window ->Status Tab (Where user could set the properties for part)
After changing the status from ‘Available’ to ‘Released’, whenever user tries to edit the part in Solid Edge, a Read-Only message is displayed thereby restricting user from modification. Even though the file is checked-out the file will be opened in read-only mode in SolidEdge.
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