What’s new in Solidworks 2017? Rollbacks now include their references!

This is an article I wrote for InFlow Technology, which can be found here.

What’s new in Solidworks PDM 2017? Rollback a file with references!

Rollbacks, what are they all about? Rolling back a file in PDM is often a last resort for returning a file to a previous state or version (and I’d like to add that I always recommend against using it, as most the time you can check a file out, get a previous version, then overwrite the current version with the older version)

Now, with all that said, one of the biggest pains can be rolling back individual files because their references can become all sorts of jumbled, and you’ll have version mismatches here and there, and it becomes a real headache, real quick. Have no fear though! With Solidworks PDM 2017, they have added the ability to rollback a file with its references!

No more headaches with mismatched versions due to rollbacks, also you can now roll back more than one file at once! You can roll back a parent file AND it’s children, and also files that have been indicated as sub-parents (see blog about Reference Tree Enhancements for more information about sub-parents), to a previous built state. On top of that, you can select where each reference will roll back to as well, so you can skip down even further down their history if you need to.

Once the rollback is complete, Solidworks PDM resets the referenced configurations of the files. Note that if the same configuration is available in the target version, PDM will retain the references for that configuration. Also, if the same configuration is not available in the target version, the references are redirected to the last active (aka last saved) configuration of the target version. (Side note: unfortunately, if you’re using items in the PDM, this is not supported yet. If you don’t know what items are in PDM, don’t worry about this)

Rolling Back a File Structure – So what’s it look like?

To roll back a file structure:

  1. Open History

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  2. In the History dialog box, select the version to roll back to and click Rollback.

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  3. Click Continue Rollback.

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  4. In the Rollback dialog box, select the files to roll back.

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  5. For Rollback Point, select the valid event.
  6. Ensure that Yes is selected for Redirect parent references of the file to be rolled back to redirect the references.
  7. For Rollback Comments, type a comment.

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  8. Click Continue.

The list of the referencing files for which the references are redirected or deleted

appears.

Looking at the rollback dialogue box, you’ll see several icons, here’s a key to help you sort them all out:

ENOVIA Next Warning / Previous

Warning

These icons only pop up when there are warnings present in the ‘Warnings’ column. In the File list, you can sort it by warnings, or focus to the next file with warning or the previous file with a warning. It’s a quick way to find where you might need to correct some things.
ENOVIA Show All Levels This dropdown menu displays file references for the entire file hierarchy when you select Show All Levels, or just the top level of the file hierarchy (Top Level Only).
ENOVIA Select Files Opens the ‘Select Files’ dialog box, where you can specify a wildcard pattern to select files.
ENOVIA Open File List Open All opens up Microsoft Excel and lists the files as a comma-delimited file in that Excel Spreadsheet.


 

Open Visible opens a list of visible files in Excel in the same manner

ENOVIA Save File List Export All exports the list of all the files as a comma-delimited .txt file


 

Export Visible exports the list of visible files in the same way.

Inside the “Files to Rollback” portion of the dialog box, you’ll see the following.

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  • Type – Displays a thumbnail preview of the file when you hover over the icon
  • File Name – Displays the file to roll back, and its referenced files if it has any.
  • Warnings – Shows you the warnings that may be present with the rollback you’re about to complete
  • Rollback – The checkbox’s let you select exactly which files you’re going to rollback. With no warnings, the default setting is to have the original file you wanted to rollback selected by default, and you can then continue to select more from there.
  • Rollback Point – This lets you select a valid event in the history of the target version, only if you select the rollback checkbox. It will say “No rollback point” if the rollback is clear.
  • Local Ver. – This shows you what the local version and the latest version of the file, using this format “Local version/Latest Version”
  • Version – Displays the referenced version/latest version of the file. (Note: the file is rolled back from the latest version to the referenced version)
  • Checked Out By – Shows you which user has checked out that file. This will be blank if it’s not checked out
  • Checked Out In – Shows you the computer the file is checked out on. It will read blank if it’s not checked out.
  • Found in – This shows you the folder path where the file is located in the vault
  • State – Tells you what state the file is currently in
  • Redirect parent references of the file to be rolled back

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    • Yes – This is the default setting, this redirects the parent references of the rolled back versions
    • No – This deletes the parent references of the rolled back versions.
  • Rollback Comments – Allows you to comment in the history about the rollback (Highly recommended!!!)

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  • Continue – Selecting this will finish the rollback
  • Cancel – Selecting this will cancel the rollback

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With that I hope you found this article helpful, if you would like to know more information, please contact us at inflow-tech.com

Using columns with a search card in Solidworks PDM Pro and Standard

This was a post I made for Inflow Technology, a data management consulting blog, found here: https://www.inflow-tech.com/blog/2018/01/using-columns-with-a-search-card-with-solidworks-pdm-pro-and-standard/

Using columns with a search card in Solidworks PDM Pro and Standard

So you’ve searched for something in the vault, but the results might not have all the information you’re looking for. Can something be done to the search results so that more information is displayed when a search is run? Can these results be unique depending on which search card you use? Well, you’re in luck, in both cases it can. So how would one go about changing the different results?

Image 1, The Location of the Administration Tool from within windows file explorer.

Image 1: The Location of the Administration Tool from within windows file explorer.

This is modified in the PDM Administration Tool (Start > Administration or Tools > Administration (see image 1)). If your logged-in user has Continue reading

So you’re a songwriter, and you want to start making some money, where do you start?

So you have a bunch of songs, and maybe they’re just ideas? Maybe they’re demos, maybe they’re just scribbles on sheets of paper? Maybe they’re in your head?

You want to start building an income around these songs, but where do you start? It can all seem really daunting, but I think I have an idea to help form your next steps. One of the best places to get started as a songwriter, and strictly a songwriter, is Continue reading

Social media is likely ruining your friendships. Yep.

Ok, a gawdy title I know, but let’s just get down to the nuts and bolts. Social media, for as much as I can tell, has created a shift that has never been possible in human existence before, and one that has been so subtle that I don’t know how many people have noticed this. It’s shifted the intention behind a friendship from an active, bond-building one, to a passive, lurking one.

At one point in our lives, before we had these online highlight reels, and battlefields for political namecalling and unrest, and nests to bring about a dopamine reaction for every like you’ve ever gotten with what you’ve done with your life, we had a different way of Continue reading

Social Media numbers? No no, what’s really important isn’t your likes, it’s your email list if you want to see real fans at your show.

Social media numbers are important…. ish. Let me tell you about an unfortunate experiment I tried with a former group I was with. I heard many years ago (back in 2011-ish?) that you could run facebook ads globally, legally, and gain 1000’s of followers for pennies. They were ads, right? So why did this end up backfiring, and what was THE MOST VALUABLE lesson I’ve ever learned from this one little experiment?

Long story short, we only spent a few hundred dollars over the course of some months at about $5 a day running ads globally for our band. This resulted in going from about 2000 genuine likes, to about 10,000+ of what we thought were genuine likes, but ended up shooting us in the foot, big time. The result of this was that we had 8000 “fans” that could care less what we were up to, and as far as the Facebook algorithm went, we watered down our engagement to the point where whatever we posted generally got zero traction unless we paid more money to advertise to the fake fans who never saw our posts unless we advertised…. it began a vicious cycle and even to this day we Continue reading

The biggest lessons learned from just being a part of the Portland music Scene, like dress however you damn well please, it’s ok to make funny voices, and more….

Since I moved back to Portland in 2011 from college, I’ve learned a lot about art, and what it means to be an artist.

I have been really hurt to see so much of the creative spirit of Portland shift, due to high costs of living, and many other hardhships creatives have had to endure since Portland became an influx hotspot for hip dwellers of all areas around the country. But in every pain comes with some silver lining.

Since back, I’ve befriended some killer groups, largely due in part to some key players. First off, I learned that if you want to be a musician for a living, you absolutely have to embrace it as an entrepreneurial endeavor to a point, or it’ll never be more than a hobby. As I was learning this I started The Heavy Hustle, and entered pseudoboss, a rock and roll band I was a fan of since 2008 then had a chance to drum in around 2012 or so, and was so stoked. Being in that band, and being a part of it ending has taught me that even the best, most promising of things come to an end unfortunately, and to try to have as much fun with it as possible while you have it, don’t take it for granted.

Through pseudoboss I met Jason Fellman, of J-Fell Presents, and he showed me that you can actually make a living off of music if you approach it like a businessman, and also that game theory and principles of poker funny enough are great lessons on how to approach your business as an artist. The biggest lesson from him I’ve learned is if you’ve got a good hand, play it for all it’s worth, and minimize your losses elsewhere.

From Jason and my old friend Vincent from college, I met the guys in ADDverse Effects (Vince is their guitar player), as we all shared a bill and gigged at Mogo Music Festival together. The ADDverse guys are incredible. In particular Boyd, their drummer. Being a drummer, a rapper (in reality a full blown multi-instrumentalist), and in my eyes a true artist, he was never afraid to do what the song needed. As I listened to the group I was always amazed at the fearless character voices Boyd would put into his songs. At first I thought it was a bit silly but enjoyable, but then I realized it was true art, just shamelessly, unapologetically putting yourself out there.

Finally Skull Diver showed me that you can embrace all the weirdness you want, and just throw it out there. I first met Mandy at a David Bowie tribute show that The Heavy Hustle and her friends band The Breaking were all playing at. It was put on shortly after David Bowie had passed, while at the show she explained to me that she was in a doom-glam group. At first I was like…. the hell is doom-glam? After seeing them play live, I instantly felt they most accurately represented exactly what I would have imagined doom-glam to be, and in addition to that, they have the most amazing outfits, comically mentioned as the ‘disco-fish’ outfits. Mandy and her sister Ally are fearless to express themselves through their look and their outfits. Years later they had an event called the Sparkle Bitch Ball, at which the MC, Buckmaster, was so thankful to work with them because they gave him an opportunity to really be as weird as he always wanted to, without judgement. Hearing him speak so passionately and sincerely about the bands encouragement really meant a lot to me, also put into words what I really appreciated about them as well.

It’s honestly completely refreshing to have met people who have taught me so much, without even really trying, just from them being themselves.

This week Boyd passed away from a biking accident, and it got me thinking about the influence and motivation he had on me as  a fellow drummer, performer, and musician, and it led me to realize that he and others have really taught me a lot. Rest in peace my man, you will be dearly missed by our friends in Portland and back home in Oaklahoma. Thank you for the lesson you gave me, for the short time I was lucky enough to know you.

In the end, perform how you want, look the way you want, and when the going is good, take it for all it’s worth, unapologetically!