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2 | 2 | "index.html": { |
3 | 3 | "href": "index.html", |
4 | 4 | "title": "Blue Byte Systems Help Center | SOLIDWORKS and PDM Add-ins | Helper Center", |
5 | | - "keywords": "Blue Byte Systems Inc. Help Center Welcome to the Blue Byte Systems Help Center. Here, you will find the official documentation for our products as well other help articles about PDM and our tooling. Before starting a support ticket, we highly recommend reviewing the specific product documentation available on this site. Getting Started Click on Help Center to get started. Quick Links PDM Publisher: To review the documentation for PDM Publisher, please click here. PDM2Excel:To review the documentation for PDM2Excel, please click here. Contact Us For more information or to contact us, please refer to the Contact Us page." |
| 5 | + "keywords": "Blue Byte Systems Inc. Help Center Welcome to the Blue Byte Systems Help Center. Here, you will find the official documentation for our products as well other help articles about PDM and our tooling. Before starting a support ticket, we highly recommend reviewing the specific product documentation available on this site. Getting Started Click on Help Center to get started. Quick Links PDM Publisher: To review the documentation for PDM Publisher, please click here. PDM2Excel:To review the documentation for PDM2Excel, please click here. PDMReminder:To review the documentation for PDMReminder, please click here. Contact Us For more information or to contact us, please refer to the Contact Us page." |
| 6 | + }, |
| 7 | + "src/PDMReminder.html": { |
| 8 | + "href": "src/PDMReminder.html", |
| 9 | + "title": "PDMReminder | SOLIDWORKS PDM | Helper Center", |
| 10 | + "keywords": "PDMReminder Thank you for choosing PDMReminder! PDMReminder is a SOLIDWORKS PDM task add-in that reminds users to check their files back into via email. Requirements The minimum version PDMReminder supports is SOLIDWORKS PDM Professional 2017 SP0. Tip We highly recommend you use the latest version of PDM Professional. Installation To install the PDMReminder add-in, you have two options: Using CDPDM: You can use CDPDM to install the add-in directly from the cloud. This is the recommended method. Using the CEX File: Alternatively, you can download the .cex file from the order email you received after purchase. Once downloaded, import the .cex file into your vault via the Administration tool to complete the installation. Warning Make sure to unblock the downloaded file. Support For additional support, please contact us through the contact page. Note Before reaching out, we highly suggest you read the content of this page. We have compiled these help topics to respond to the frequently asked questions by our customers." |
6 | 11 | }, |
7 | 12 | "src/annotations.html": { |
8 | 13 | "href": "src/annotations.html", |
|
56 | 61 | }, |
57 | 62 | "src/pdm2excel.html": { |
58 | 63 | "href": "src/pdm2excel.html", |
59 | | - "title": "PDM2Excel | Helper Center", |
| 64 | + "title": "PDM2Excel | SOLIDWORKS PDM | Helper Center", |
60 | 65 | "keywords": "PDM2Excel Thank you for choosing PDM2Excel! PDM2Excel is a SOLIDWORKS PDM task add-in that exports SOLIDWORKS PDM assemblies to xslx Bill Of Materials. Requirements The minimum version PDM2Excel supports is SOLIDWORKS PDM Professional 2017 SP0. Tip We highly recommend you use the latest version of PDM Professional. Installation To install the PDM2Excel add-in, you have two options: Using CDPDM: You can use CDPDM to install the add-in directly from the cloud. This is the recommended method. Using the CEX File: Alternatively, you can download the .cex file from the order email you received after purchase. Once downloaded, import the .cex file into your vault via the Administration tool to complete the installation. Warning Make sure to unblock the downloaded file. Support For additional support, please contact us through the contact page. Note Before reaching out, we highly suggest you read the content of this page. We have compiled these help topics to respond to the frequently asked questions by our customers." |
61 | 66 | }, |
62 | 67 | "src/pdm2excellicensemanagement.html": { |
|
104 | 109 | "title": "Troubleshooting SOLIDWORKS PDM Add-ins | SOLIDWORKS PDM | Helper Center", |
105 | 110 | "keywords": "Troubleshooting SOLIDWORKS PDM Add-ins Question: My SOLIDWORKS PDM add-in is not loading. How do I troubleshoot this? Answer: If your SOLIDWORKS PDM add-in fails to load, it is possible that is blocked by Windows. Follow these troubleshooting steps: Navigate to the File in File Explorer: Locate the file that you want to unblock using File Explorer. Right-click on the File: Right-click on the file to open the context menu. Open Properties: In the context menu, click on \"Properties\" at the bottom. This will open the Properties dialog box for the file. Unblock the File: In the Properties dialog box, if the file is blocked, you will see an \"Unblock\" checkbox near the bottom of the General tab. Check the \"Unblock\" checkbox if it is present. Apply Changes: Click the \"Apply\" button if available, or simply click \"OK\" to apply the changes. Confirm Unblock: If the file was successfully unblocked, you may need to reopen the Properties dialog box to verify that the \"Unblock\" checkbox is no longer present. Access the File: After unblocking the file, you should now be able to access and use it as intended without any restrictions imposed by Windows' security settings. Note Files can be blocked by Windows as a security measure primarily to protect your computer from potentially harmful content that may come from external sources, such as the internet or another computer. The main reasons files are blocked include: Downloaded from the Internet: - Files downloaded from the internet are often marked as blocked by default. This is to prevent automatic execution of potentially malicious scripts or applications that could harm your system. Attachment in Emails: - Email attachments, especially those from unknown or untrusted sources, may also be blocked to prevent inadvertent opening or execution of harmful content. Copied from External Sources: - Files copied from removable media (like USB drives) or network shares may inherit their blocking status from the source, especially if the source is considered untrusted or comes from a different security zone. Security Settings: - Windows applies security settings to files based on their origin and attributes. This includes marking files with a zone identifier (e.g., from the internet) which triggers the blocking mechanism." |
106 | 111 | }, |
| 112 | + "src/pdmreminderconfiguration.html": { |
| 113 | + "href": "src/pdmreminderconfiguration.html", |
| 114 | + "title": "Configuration | PDMReminder | SOLIDWORKS PDM | Helper Center", |
| 115 | + "keywords": "Configuration This menu is accessed by right-clicking on the PDMReminder add-in under the Add-ins node in the SOLIDWORKS PDM Administration tool. It provides quick access to essential functions such as testing the database connection, configuring settings, generating reports, managing the license, and viewing dependencies. These options are intended for administrators to manage and troubleshoot the add-in effectively. Menu Item Description Test connection to database... Verifies if the database connection is valid and accessible. Generate report... Creates a summary report of reminders and their current status. Settings... Opens the configuration panel for general settings like email or scheduling. Manage License... Allows activation, validation, or viewing of the current license. Get dependencies... Lists required files or components needed for the tool to work properly. Test connection to database... Tests the database connection using the connection string configured in Settings. Only use this option after you've properly configured the connection string. You can generate a connection string using connectionstrings.com. Warning Make sure to use a read-only connection string to prevent any accidental changes to the PDM database. If your connection string has been properly configured in the settings, you should get this dialogbox when you test your connection: Settings Category Setting Name Value Description Advanced Developer Mode True Enables developer-specific options or debug info. Advanced File extensions to include sldprt;sldasm;slddrw File types to monitor for reminders. Messaging API Key ●●●●●●●●●●●●●●●●●●●●●●●●●●●●●●●● Required to use the emailing service (contact support for access). Messaging Attach files as xlsx True Sends reminder attachments as Excel files. Messaging Domain bluebyte.biz Sets the domain used in email links or references. Messaging From e-mail PDM Reminder [email protected] Sender email address for outgoing reminders. Messaging Reply e-mail PDM Reminder [email protected] Reply-to address for responses. Messaging Use Emailing Service True Enables or disables the external emailing service. SQL Vault db connection string ●●●●●●●●●●●●●●●●●●●●●●●●●●●●●●●● Connection string to read data from the PDM SQL database. Note All settings are automatically saved when the user closes the window. Warning If Use Emailing Service is set to false, PDMReminder will use the PDM built-in messaging engine. Generate Report The Generate report... window in PDMReminder provides administrators with a visual summary of files that match reminder criteria—such as being checked out too long or locked by a user. Features and Commands Element Description User List (left panel) Displays a list of all users with checkboxes to include or exclude them from the report. Date Picker (top center) Allows filtering results by a specific date, showing files relevant to that day. Results Grid (right panel) Displays the report of the files that match the search parameters. Select All Users... Select or deselect all users in the report. Export to Excel Exports the currently visible results to an .xlsx file for reporting or review. Generate Report... Runs the report based on the selected filters and users. File Count (bottom right) Displays the total number of files found, e.g., 1 files found. ℹ️ Note: The report dynamically updates based on the selected users and date filter." |
| 116 | + }, |
| 117 | + "src/pdmreminderlicensemanagement.html": { |
| 118 | + "href": "src/pdmreminderlicensemanagement.html", |
| 119 | + "title": "License troubleshooting | PDMReminder | SOLIDWORKS PDM | Helper Center", |
| 120 | + "keywords": "License Information This section denotes how to manage a license. Managing a License Your license is made of a secret key that was provided to you in the order confirmation email. Your license entitles you to use PDMReminder: For a specified duration. A number of domains (number of vaults where you can install the add-in). To manage your license: Log into your vault from the PDM Administration tool. Right-click the add-in from the Add-ins node and select Manage License... Activating a License To activate a license: Enter your license key and click Activate to consume the license from the previous step. Deactivating a License To deactivate a license: Click Deactivate on the previous step to stop using the license on the logged-in vault. Renewing a License To renew the license, please follow these instructions: Open the PDM Administration tool. Expand the Add-in nodes and right-click on PDM Publisher. Click Manage license… Enter your license key and click Activate. Your new expiry date should appear when the license is renewed." |
| 121 | + }, |
| 122 | + "src/pdmremindernewtask.html": { |
| 123 | + "href": "src/pdmremindernewtask.html", |
| 124 | + "title": "Creating a new task | PDMReminder | SOLIDWORKS PDM | Helper Center", |
| 125 | + "keywords": "Step-by-Step Instructions Right-click \"Tasks\" in the PDM Admin Tool Go to your vault (e.g., bluebyte) and right-click the Tasks node. Select New Task.... Choose the Add-in In the Add-in dropdown, select PDMReminder. This add-in must already be imported into the vault. Go to the Settings tab The Settings tab allows you to define the condition that triggers the reminder: \"Remind users who have files checked out longer than...\" a specified number of days. This is the core rule that determines which users will receive a reminder—based on how long their files have remained checked out in the vault. For example, entering 3 days will only include users with files checked out for more than 3 days. Configure the Scheduling tab Set how often the task runs (e.g., daily at 7:00 AM). This ensures users get regular notifications and helps enforce good vault hygiene." |
| 126 | + }, |
107 | 127 | "src/propertiespagepdmpublisher.html": { |
108 | 128 | "href": "src/propertiespagepdmpublisher.html", |
109 | 129 | "title": "Creating a new task | PDMPublisher | SOLIDWORKS PDM | Helper Center", |
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