Go to admin too. The users group, Reference Dialog, and check "Always Work with Latest Version of Files".
That is in 2014. I am not sure if 2013 does not have that option...
In EPDM 2014 (I don't believe it was possible in 2013) in the user or group/user settings the cache options can be set for a folder basis. By refreshing the cache during log in, I ensure that the templates folder is up to date for all engineers. I also have a folder which the stores use, and I have that refresh when they log in.
One drawback (in 2014) is that there is no way to set an automatic log out of a user. This results in our users being able to remain logged in invariably, which leads to them not having to re log in, meaning that the folder doesn't get updated "automatically". Even with this drawback I have found it extremely useful as I don't have to tell everyone to "Get the latest version of the templates folder." I believe that there is a logout with xxxx time of inactivity in 2015 (Can't confirm though).
Overall a very useful feature in my opinion.
Sounds like an upgrade to 2015 is the way to go.
Did you check my suggestion?
I just looked at 2013 EPDM Help and it says it is available... If not by Group, at least by User.
Setting the Latest Version Option
You can change your settings so that each time you open a file in Enterprise PDM, you use the latest version in the vault.
If you do not set this option, when you open a file in Explorer, Enterprise PDM opens your local copy of the file without checking to see whether a more recent version is available in the archive.
To set the latest version option:
- Select Tools > Enterprise PDM Administration from File Explorer.
- Expand the Users directory.
- Right-click your user name and select Settings.
- In the left pane of the Settings dialog box, click Reference Dialog.
- Under Check out and version access controls, select Auto select reference files to get latest when check out and Always work with latest version of files.
- Click OK.
I have checked this out in EPDM2013 in the past, but the "Reference Dialog" options window is missing "Auto select reference files to get latest when check out and Always work with latest version of files" (See snapshot in attached WORD file).
The "Explorer" options window does have a "Always work with latest version of files" but I have this selected and this does nothing.
I think this change in EPDM settings happened in a software update.
Maybe this is a s"software limitation/error"?
Hmm, well that is strange.
Looks like there was a change.
- Under Check out and version access control, select Auto select reference files to get latest version when checking out and Always work with latest version of files.
Always work with latest version of files was previously available on the Explorer tab of the Settings dialog box, under Miscellaneous.
(which is what you are seeing but does not work)
I am surprised that, that does not work for you either.
What SP are you on?
Enterprise PDM Administration tool
Client version: 13.04.0920
Build number: 13.4(B920)
Does anyone have this set for ALL their folders/files for the viewers? It takes forever. Why does it take so long if I've already just downloaded everything (I logged out and back in already about half hour ago, and that is when it should have downloaded everything...if there has hardly been any changes in the last half hour, why does it take so long again)?
Normally i will set this for libraries, toolbox and for templates. All other files users needs to make sure they get themselves.
Even if you have all the latest versions, PDM will still make a query to verify this i think, so if you cache all files, and want PDM to refresh them, then that will take some time.
We randomly suffer that same, using 2013-SP5, and having that check-box ticked......different users with the same SW settings file & EPDM permissions won't see the same model, and/or won't get latest.
I have noticed that if a user works from an EPDM Explorer window, and from within Solidworks during the same session, inter-application comm's get become confused.
Am looking forward to 2015, which prevents uses from working with both methods during the same session.