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Never show this message again. Other versions:. Feedback on this topic. If you see the Summary page , select Back. If you are not sure which options to choose, reach out to who manages your PDM. With those verified, you can select Back to Summary and finish the installation.
If you have any trouble with your installation feel free to call Tech Support at or email us at Support goengineer. GoEngineer delivers software, technology and expertise that enable companies to unlock design innovation and deliver better products faster. Placing the local view at the root level folder also makes it easier for users to log in.
Then, in the attach type, select whether you want the local PDM view to be accessible by all local logins or just the current user login. Press Next to review and complete the local view installation. More detailed information on deleting and creating local views can be found here. If in the process of connecting the local view and you are unsure if the user account can attach a local view, or are having difficulty connecting, check the Archive Server Configuration on the PDM server to see if you are using a local user login within the local windows domain defined in the settings of the Archive Server.
If any of these terms are unfamiliar to you, please contact our tech team at GoEngineer and your IT professional. Please make sure the client machine has a connection to the server. If you are experiencing any issues connecting to the vault, see our comprehensive blog here.
Once the local view is set up there are a few options you might want to change to make the user interface inside of file explorer easier to manage. The first time logging into the vault, the default view may be something other than the metadata Details. Then drag the columns so the data is organized in the order you wish. Here is an example in Figure 9 below:. Next, I will show some display settings that I prefer on my machine.
This option allows for more room for the eDrawings preview in the Preview tab in the file explorer local view. My personal preference is to use the options shown below in Figure I uncheck the simulation results in check in because the Simulation SIM result files must go into a workflow if you want them in the vault, otherwise, they remain local files only. It gets messy, the files can get very huge, and the eventual storage requirements for multiple versions of SIM results can fill up the Archive server.
We discourage customers from storing SIM result files in the vault. We encourage customers to vault the SIM reports. We have a helpful article that explains Simulation results and PDM for more information that can be found here. The Configuration Specific properties will always take precedence over the custom properties. In my vault, I do not hide the tab, as myself and most customers only work with their file properties and not the configuration-specific properties. We discourage customers from using configurations for different part numbers when working with PDM because you cannot independently revise or workflow a configuration.
With this option checked and with the preview tab open, a bitmap image appears of the CAD model instead of loading it in eDrawings with each click.
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