Author: Scott Wertel

Why Don’t My Draft Files Automatically Revise?

A common problem I hear about is that, even after all the setup to use the built-in data management tools with Solid Edge, the draft files don’t automatically revise when I revise a part or assembly file.  Why not? Like many things with Solid Edge, there is a text file controlling that.  If you don’t have the text file configured properly, and Solid Edge pointing to the location of the text file, the draft file won’t automatically revise. File Management Options Before we even need to worry about the text file, though, we need to check the simple solution...

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Solid Edge ST9 Built-in Data Management, Pt 4 – Client Settings

By now you should have noticed that your data management is improving.  If you were keenly aware, you may even have surmised that the built-in data management tools of Solid Edge ST9 are heavily weighted to server settings.  In other words, Congratulations! You’ve been doing data management.  But, there are client settings that will improve consistency and automate some of the processes making your design process more efficient and less of a belly ache. Unique File Names While having a detailed folder structure may make for convenient grouping of files, we learned that it also allows for duplicate file names.  Solid Edge, on the other hand, resolves links between filenames only. This can lead to conflicts. By limiting the number of folders and subfolders, Windows will prevent you from creating 100 “brackets” because a bracket.par will already exist in the folder.  We’ve eliminated one of the biggest headaches in data management simply by streamlining folder hierarchies. Unless you have created a single folder, though, duplicate filenames are still possible. Therefore, a better way to prevent duplicate filenames is to use the part number as the filename. (This assumes you have a part number log and a system to assign unique part numbers.  Setting up this business process is outside the scope of these articles, but feel free to contact the Services Group at the Institute of Configuration Management. Tell...

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Solid Edge ST9 Built-in Data Management, Pt 3 – Custom Properties 

A couple weeks have passed since our first post in the series so by now you should be quite comfortable with the new folder hierarchy.  And, since the folders have been indexed, searching for files should be a bit quicker also. That’s all well and good, but I could always find what I was looking for quickly when I already knew what to look for and where to look.  So what do you do for all those times when you don’t know exactly what a file is called, or what the part number is?  What then? Solid Edge Custom Properties If you haven’t been using them, now is a great time to start taking advantage of Solid Edge Custom properties.  These are meta-data fields created by the user and can be found in the Custom tab of the File Properties dialog box.  (Note: Custom properties are not unique to Solid Edge. MS Office files and other filetypes also have a Custom tab in their File Properties.)  Custom properties can be used to fill out fields in title blocks and parts lists, as well as help you keep track of other informational bits about your design.  And, more importantly, when added to the search index, can be used to find that part you’re looking for. Custom properties can be anything the user desires.  Therefore, there is a level of inconsistency with them....

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Solid Edge ST9 Built-in Data Management, Pt 2 – Fast Search Index

Now that your data has been cleaned up and organized, you should already be noticing an improvement in your processes.  Even without implementing the data management tools, having improved data integrity from: Consistent file naming, No duplicate files, Easier to find needed files, Fewer broken links, Ability to monitor file I/O performance, Possibly tweak and improve file access, should be realizing returns due to less time spent searching for the right document.  Process improvement is the critical first step. Now that the processes are in place and working, we can start setting up the built-in data management tools in order to automate some of the steps and realize greater efficiencies in the process. A Quick Clarification This article focuses on the server settings. In this case, “server” is defined as the location where you created your top-level folder to store your CAD files, your “CAD_Vault.” These settings must be set on the machine that contains the files, whether it be your local drive or a network file server. To reiterate, the reason these data management tools are referred to as built-in is because there is no additional software to install. These settings take advantage of standard Windows and Solid Edge abilities. All you must do is turn them on and get them working together, which is what this series of articles is about.  So let’s get back to it. Windows...

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Solid Edge ST9 Built-in Data Management, Pt 1 – Folders & Files

During Solid Edge University 2016, I spent the morning prior to the official start of the event sitting in the workshops on data management. One session that intrigued me most was the new built-in data management tools available with ST9. The reason for my interest is simple, and was even stated during Greg Baldwin’s presentation – if you do 3D modeling, you do data management. Yet, nearly 60% of the Solid Edge customer base doesn’t have a dedicated data management system in use, based on information presented in the workshops.  Why not? Cost prohibitive Difficulty to deploy Insufficient IT resources to manage and maintain Training Integrations with other systems Coordinated rollouts & upgrades – integration compatibility If you do 3D modeling, you do data management. The good news is, wherever you store your Solid Edge files now, you have everything you need to take advantage of the built-in data management tools available with Solid Edge ST9.  But, there are a few settings that need to be configured to make it work optimally. Set up the Vault Whether on your local drive or a network share, your Solid Edge files are stored in a folder structure somewhere. If you are the only user, then keeping the files on the local drive is fine.  But, for any workgroups of two or more, the files should be stored on a network share, preferably...

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My First Solid Edge University (as a user)

Two weeks ago today I was sitting in a conference room at the JW Marriott in Indianapolis, IN enjoying the add-on workshops for my very first Solid Edge University as a paid user. While not my first Solid Edge University (SEU), I often wear many hats and attending as a user with no other responsibilities other than to meet other users, attend presentations, and learn as much as I possibly could was certainly a nice change.   Of course, even if I was not officially representing media/press at this event, I can’t help stop myself from writing about it.  Why...

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