10 Replies Latest reply on Aug 18, 2014 11:48 AM by Tim Webb

    Can Viewer approve files

    Nhat MAI

      Hello,

       

      Can EPDM Viewers approve files in a Work Flow? Our company needs more licenses for our managers to approve the ECR forms. The managers will only approve forms in EPDM, they do not need the all the functions of an Editor license.

        • Re: Can Viewer approve files
          Stephen Lapic

          This will have to be a No, they can't approve files.  Viewers can only look at documents and not interact.  Approving would interact by changing a state of a document.  This would be a contributor.

            • Re: Can Viewer approve files
              Jason Capriotti

              That's not entirely true. The viewer license allows participating in workflows, they just can't checkout files, add files or edit data cards.

                • Re: Can Viewer approve files
                  Jim Sculley

                  It is slightly more restrictive than that.

                   

                  According to the Admin Guide:

                  ==========================

                  SolidWorks Enterprise PDM Viewer

                  Allows read-only access to vaults. Users cannot add or modify (check out, check in,

                  update values) files or use CAD add-ins.

                  ==========================

                   

                  So, if a transition alters the data card, the viewer license cannot perform the transition. 

                   

                  Jim S.

                    • Re: Can Viewer approve files
                      Nhat MAI

                      That isn't correct Jim, I just tried it on a couple of CAD files as a test and as long as the user on the viewer has permission to use a transition, they can change the Data Card through the transition. I just tried it on some CAD files just now. The CAD files Data Card was updated and the Signature for approval was sign updated on the CAD files.

                        • Re: Can Viewer approve files
                          Tim Webb

                          Hi Nhat,

                           

                          I have found the administration guide to be very accurate in this case. I do have a couple questions for my own curiosity.

                           

                          What version of EPDM is in use? When you say this was done on a Viewer license, are you absolutely sure it was on a computer that was using a Viewer client license type or was the transition done by a user in the Viewer group?

                           

                          You may have discovered new information but for clarity sake on the subject, I would like to ask for a quick experiment:

                           

                          1. Open the EPDM administration tool on the computer where you ran the CAD file transition as the "Viewer" and the data card updated.
                          2. Click the circular question mark (this will display which client type license is in use on that computer.
                          3. Post a screenshot of the results

                           

                          See below:

                          epdm viewer license.jpg

                          These are the options available and this is one option for Administrators to change the client type license.

                          epdm license types.jpg

                           

                          Best regards,

                          Tim Webb CEPA

                          http://www.equivaq.com

                            • Re: Can Viewer approve files
                              Nhat MAI

                              Untitled.jpgHello,

                               

                              I am running EPDM 2014 Service Pack 2. The computer I was running was 100% the Viewer client. I think the CAD files were able to be approved because it isn't actually the user making the changes. The changes were made by the transition. The transition I set up, automatically sign the signature of the user and the date on the Data Card and 2D CAD drawing. After the transition, the Data Card was updated and I open the 2D CAD drawing and the signatures were there too!

                          • Re: Can Viewer approve files
                            Jason Capriotti

                            See "S-038653"

                             

                            States that the view license and users with read-only access to a state can still transition them and have the transition perform actions that will change the data card.

                          • Re: Can Viewer approve files
                            Nhat MAI

                            Hello Jason,

                             

                            You are correct. I just approved a file by transition on a viewer and the data card updated itself. this means I don't have to buy more editors. You really save us a lot of money. We were about to buy 3 more editors at $1795 each.