What Are the Best Practices to Improve SOLIDWORKS PDM Performance?
Best Practices to Improve SOLIDWORKS PDM Performance
While working with SOLIDWORKS PDM Environment, there are some of the guidelines and/or techniques that you should follow in order to improve the effectiveness of the SOLIDWORKS PDM platform that will lead you to SOLIDWORKS PDM Performance improvement while maintaining its Integrity & Security nature.
While working with SOLIDWORKS PDM Environment, there are some of the guidelines and/or techniques that you should follow in order to improve the effectiveness of the SOLIDWORKS PDM platform that will lead you to SOLIDWORKS PDM Performance improvement while maintaining its Integrity & Security nature.
Guidelines for Effective PDM:
- Vault’s Security
- Vault Back-Up
- Improving Vault Performance
- Working with Latest Files
- Deleting Obsolete Documents
- File / Folder Ownership
- File Reference
- Cache Cleanup
1. Vault’s Security:
Documents and the Vault should only be accessible to “Administrator”. He should be responsible for all updates, file deletion, password maintenance and other administrative tasks such as Workflow modifications, Task permissions, Template & Card edit permission and so on.
SOLIDWORKS PDM Vault’s Security is essential to maintain proper control. A Managerial permission may be provided as an emergency measure which only contains access for emergency task and permission allocations.
Documents and the Vault should only be accessible to “Administrator”. He should be responsible for all updates, file deletion, password maintenance and other administrative tasks such as Workflow modifications, Task permissions, Template & Card edit permission and so on.
SOLIDWORKS PDM Vault’s Security is essential to maintain proper control. A Managerial permission may be provided as an emergency measure which only contains access for emergency task and permission allocations.
2. Vault Back-Up:
A proper Back-Up plan should be followed to avoid unnecessary data loss in the PDM Environment. Several scenarios such as Hard drive failures, Virus Problems, Unintentional Permanent deletion of Documents, denote that Backups are a critical necessity in the company process.
Back-Up is also a preliminary step for moving/migrating all data to a New Server. Following components need to be backed up to avoid data loss during migration or restoration process:
- SQL Server file vault database
- Complete file vault archive (Physical Files)
- PDM Archive Server Settings
- PDM Administration CEX File
- SOLIDWORKS PDM Application Registry
There are two types of Back-up processes available for SOLIDWORKS PDM Performance:
- On-Demand Manual Back-Up
- Scheduled Maintenance Back-Up (Requires SQL Server Standard edition)
Ensure that nobody is accessing the vault during back-up and disable the login if required. Also perform backup after performing all necessary changes to the vault (like ownership changes) and after check-in all documents.
A proper Back-Up plan should be followed to avoid unnecessary data loss in the PDM Environment. Several scenarios such as Hard drive failures, Virus Problems, Unintentional Permanent deletion of Documents, denote that Backups are a critical necessity in the company process.
Back-Up is also a preliminary step for moving/migrating all data to a New Server. Following components need to be backed up to avoid data loss during migration or restoration process:
- SQL Server file vault database
- Complete file vault archive (Physical Files)
- PDM Archive Server Settings
- PDM Administration CEX File
- SOLIDWORKS PDM Application Registry
There are two types of Back-up processes available for SOLIDWORKS PDM Performance:
- On-Demand Manual Back-Up
- Scheduled Maintenance Back-Up (Requires SQL Server Standard edition)
Ensure that nobody is accessing the vault during back-up and disable the login if required. Also perform backup after performing all necessary changes to the vault (like ownership changes) and after check-in all documents.
3. Improving Vault Performance:
Large number of documents in a single Folder structure degrades overall performance. More Folder structure with lesser documents always results in better SOLIDWORKS PDM Performance.
Users should only be provided access to the folder that they are working on, to improve the performance. Recommended Network structure should be maintained since Network performance directly affects the PDM performance. PDM cannot increase/improve a slow working environment.
Large number of documents in a single Folder structure degrades overall performance. More Folder structure with lesser documents always results in better SOLIDWORKS PDM Performance.
4. Working with Latest Files:
It is always recommended to use the latest release of the files. Use SOLIDWORKS Task Scheduler to convert earlier release documents to the latest release of SOLIDWORKS. Ensure the documents are in Resolved State rather than lightweight during conversion process. Conversion time can be reduced by using more than one PC for different folder structures.
It is always recommended to use the latest release of the files. Use SOLIDWORKS Task Scheduler to convert earlier release documents to the latest release of SOLIDWORKS. Ensure the documents are in Resolved State rather than lightweight during conversion process. Conversion time can be reduced by using more than one PC for different folder structures.
5. Deleting Obsolete Documents:
Administrator will specify permission to the users to delete documents. It is not recommended to provide access to users other than Administrator for Security Reasons. Also, another level of deletion process is required (i.e., Destroy) to remove documents completely from PDM Environment and this can be controlled through Folder Permissions.
This has the option to completely Destroy the deleted file and recover the deleted file back to the Vault. Once a document is Destroyed, it can never be recovered in PDM.
The files or folders deleted will be available in Previous Top-Level Folder’s property. This Obsolete document should be deleted periodically by the Administrator or Users having “Destroy” document access.
Administrator will specify permission to the users to delete documents. It is not recommended to provide access to users other than Administrator for Security Reasons. Also, another level of deletion process is required (i.e., Destroy) to remove documents completely from PDM Environment and this can be controlled through Folder Permissions.
This has the option to completely Destroy the deleted file and recover the deleted file back to the Vault. Once a document is Destroyed, it can never be recovered in PDM.
The files or folders deleted will be available in Previous Top-Level Folder’s property. This Obsolete document should be deleted periodically by the Administrator or Users having “Destroy” document access.
6. File / Folder Ownership:
Administrator has access to change passwords of users. This will be useful while file owner is unavailable and the files need to be accessed by other users. Administrator can either change the password or change the ownership of the files that need urgent actions. Users should be notified before changing password or file ownership modification.
When an existing user leaves the Company or the department, their account should be modified immediately so that new person can take ownership in no time. User account can be deleted so that all files can be assigned with new owner.
Administrator has access to change passwords of users. This will be useful while file owner is unavailable and the files need to be accessed by other users. Administrator can either change the password or change the ownership of the files that need urgent actions. Users should be notified before changing password or file ownership modification.
When an existing user leaves the Company or the department, their account should be modified immediately so that new person can take ownership in no time. User account can be deleted so that all files can be assigned with new owner.
7. File Reference:
By enabling “Auto select reference files to get latest when checking out”, PDM always copies the latest version of the referenced files to the user’s local cache. This enables users to always work with the latest version of files and it helps to avoid file reference problems like Cyclic Reference.
Behavior of Child references of a file can be controlled through Warnings -> Child references do not meet state conditions.
By enabling “Auto select reference files to get latest when checking out”, PDM always copies the latest version of the referenced files to the user’s local cache. This enables users to always work with the latest version of files and it helps to avoid file reference problems like Cyclic Reference.
Behavior of Child references of a file can be controlled through Warnings -> Child references do not meet state conditions.
8. Cache Cleanup:
A proper plan should be followed for clearing the local cache of the Local Vault View. It is mandatory to Check-In all files before performing “Clear Local Cache”. It is recommended to clear local cache at an interval of 30 Days for better SOLIDWORKS PDM Performance.
A proper plan should be followed for clearing the local cache of the Local Vault View. It is mandatory to Check-In all files before performing “Clear Local Cache”. It is recommended to clear local cache at an interval of 30 Days for better SOLIDWORKS PDM Performance.
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