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Author: Amen Jlili

SOLIDWORKS PDM API Tip: Using IEdmDictionary5 for Secure and Flexible Settings Storage in SOLIDWORKS PDM

Using IEdmDictionary5 for Secure and Flexible Settings Storage in SOLIDWORKS PDM gives developers a reliable and safe way to store and retrieve configuration data inside the vault. The IEdmDictionary interface in the SOLIDWORKS PDM API allows you to manage settings that can be specific to an add-in or a user, while keeping everything protected through the vault’s login system. This approach removes the need for external files and ensures your data stays both organized and secure. Advantages Retrieving Settings To retrieve the stored settings, use the StringGetAt method: User-Specific Settings You can create user-specific settings by appending the username to the dictionary key: Best Practices

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SOLIDWORKS PDM API TIP: Cancel certain events in PDM

By registering to the correct hooks in the GetAddInInfo method and by using poCmd.Cancel = 1 in the OnCmd method, your add-in can cancel certain events in PDM to prevent users from performing operations like deleting a critical file, checking in a document with incomplete metadata, or renaming an inappropriate part. This is the primary tenet for best practice data management and enforcement. PDM Event Hooks: Your Control Panel You can also cancel tasks during the EdmCmd_TaskLaunch hook. The following table provides an overview of the cancellable events that are available in your local SOLIDWORKS PDM vault. The use of these hooks is crucial to develop an add-in that will validieren mit PDM (validate with PDM) and maintain data integrity. Command Type Description EdmCmd_PreExploreInit Executed before a new instance of File Explorer is created. Used to personalize vault view tabs before display. EdmCmd_PreAdd Raised when a file is on the verge of being included in the vault. Utilized to provide naming conventions or verify file types. EdmCmd_PreAddFolder Raised when a new folder is on the verge of being added. Utilized for pre-creation verification or logic. EdmCmd_PreCopy Raised before copying a file. Provides an opportunity for custom processing or verification. EdmCmd_PreCopyFolder Raised prior to copying a folder. Utilized for pre-copy logic. EdmCmd_PreDelete Raised before deleting a file. A critical precaution against mistaken or unauthorized deletions. EdmCmd_PreDeleteFolder Triggers before a folder is deleted. Allows pre-deletion checking. EdmCmd_PreGet Triggers before getting a file from the vault (e.g., Get Latest/Get Version). Offers control over get. EdmCmd_PreLabel Triggers before creating a label. Useful in checking the creation of our content in the label. EdmCmd_PreLabelDelete Triggers before deleting a label. Allows checks before deletion. EdmCmd_PreLabelModify Triggers before changing a label. Allows checking or pre-modification processing. EdmCmd_PreLabelAddItem Occurs before putting an item in a label. Suits validation or custom processing. EdmCmd_PreLock Occurs before check-out of a file. Suitable for pre-check-out validation. EdmCmd_PreMove Occurs before moving a file. Supports pre-move validation or processing. EdmCmd_PreMoveFolder Occurs before moving a folder. Supports folder move validation. EdmCmd_PreRename Occurs before renaming a file. Suitable for pre-rename checks or custom processing. EdmCmd_PreRenameFolder Occurs before renaming a folder. Suits pre-rename validation. EdmCmd_PreShare Occurs before a file is shared between two folders. Implements pre-share logic. EdmCmd_PreState Triggered before setting the state of a file in a workflow. A strong hook for implementing challenging business rules. EdmCmd_PreUndoLock Triggered before undoing a check-out (equivalent to check-in of an unmodified file). EdmCmd_PreUnlock Triggered before the check-in of an updated file. Employs significant pre-check-in validation. A Practical Approach to API-Based PDM Customization Here’s how you would do this using the SOLIDWORKS PDM API Tip: As an example, you could use the EdmCmd_PreState hook to cancel certain events in PDM and prevent a file from moving into a “Released” state if all required data card variables are not filled out. This method of validation with PDM Blue guarantees that all files in your environment are complete and correct, protecting your data integrity right from the beginning. Our Experts Are Here to Help You For expert add-in development and professional SOLIDWORKS support, visit Blue Byte System Inc. We specialize in offering services to improve productivity and streamline your workflows.

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SOLIDWORS PDM API TIP: What is Hwnd?

Hwnd, or simply what is hwnd, appears in many PDM API calls as a parameter and is unfortunately not well-defined in the SOLIDWORKS PDM API documentation.  Hwnd: Handle of window: a unique identifier in Win32. It identifies a window in File Explorer and is not persistent across different sessions of File Explorer (explorer.exe). This means that the window handle may change for the window. In the context of the SOLIDWORKS PDM API, the window handle is especially important because it allows:  💡HOW TO GET THE WINDOW HANDLE IN .NET: In WinForms, use to get the handle of the form. In a Console app, use Process.GetCurrentProcess().MainWindowHandle.ToInt32() In a WPF app, use new WindowInteropHelper(this).Handle.ToInt32() to get the handle of the active window.

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Essential Guide for PDM Administrators: Configuring Security Software with SOLIDWORKS PDM

When implementing security software that monitors or controls computer processes, it’s critical for PDM administrators to ensure that all essential SOLIDWORKS® PDM processes are added to the trust list. Configuring security software with SolidWorks PDM properly prevents blocked services and keeps the system stable. Failing to do so could result in interrupted operations, degraded performance, or complete service outages. This guide outlines the key processes and steps to include in your trust list for a secure and smoothly operating SOLIDWORKS PDM environment. Key SOLIDWORKS PDM Processes to Trust On You Server The following processes are fundamental for SOLIDWORKS PDM functionality on the server: Microsoft SQL Processes SOLIDWORKS PDM relies on Microsoft® SQL Server for its database management. Add these SQL Server processes to the trust list: SolidNetwork License (SNL) Server Processes For environments using SNL, ensure these licensing processes are included: SOLIDWORKS PDM Web2 Server Processes If your organization uses the SOLIDWORKS PDM Web2 server, consult the Microsoft Internet Information Service (IIS) documentation to identify and trust relevant IIS processes. On Your Client machines (PDM users) To avoid client-side disruptions, include the following SOLIDWORKS PDM processes from the Task Manager Wait Chain: Additional Files to Trust In addition to the primary processes listed above, ensure these files are also trusted: Generating a Comprehensive List of Executables If we missed any executable files related to SOLIDWORKS PDM, run the following command in the PDM installation folder: This command creates a file named EPDM_list.txt, listing all executables in the SOLIDWORKS PDM folder and its subfolders. The contents of this list may vary based on the installed add-ins and applications, such as SOLIDWORKS add-ins or the File Upgrade Utility. Important Notes By following this guide, PDM administrators can effectively configure their security software to maintain a secure and reliable environment for all SOLIDWORKS PDM users.

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The SOLIDWORKS APIs

When you hear the term “SOLIDWORKS API”, your first thought might be about automating repetitive tasks or improving your design workflow. But the SOLIDWORKS APIs actually include multiple options built for different purposes. Whether you are creating custom macros, building add-ins, or connecting SOLIDWORKS with external systems, there is an API that fits what you are trying to achieve. Let’s walk through the different types and how each one plays a unique role inside the SOLIDWORKS ecosystem. 1. SOLIDWORKS API (Application Programming Interface) This is the primary API that most developers use to automate and customize tasks in the SOLIDWORKS desktop environment. It’s available as a COM library and supports development in programming languages like VBA, VB.NET, and C#. Here’s what you can do with it: The SOLIDWORKS APIs is your go-to choice for anything that involves the desktop version of SOLIDWORKS. Applications You Can Write with the SOLIDWORKS API Online Documentation For detailed information and examples, visit the SOLIDWORKS APIs Online Documentation. 2. SOLIDWORKS PDM Professional API For those managing design data and workflows, the SOLIDWORKS PDM Professional API offers powerful tools to interact with your PDM vault. It allows you to: This API is ideal if you work with large teams and need to automate or extend PDM’s capabilities. Applications You Can Write with the SOLIDWORKS API 3. SOLIDWORKS Document Manager API Need to interact with SOLIDWORKS files without opening the desktop application? The SOLIDWORKS Document Manager API is here for you. It lets you: This lightweight API is perfect for applications where speed and simplicity are critical, such as custom file management tools. You need a new key every year. 4. SOLIDWORKS CAM API If you’re using SOLIDWORKS CAM for machining and manufacturing, the SOLIDWORKS CAM API can: This API is a fantastic choice for those looking to integrate manufacturing and design processes seamlessly. 5. SOLIDWORKS Routing API The SOLIDWORKS Routing API is a specialized tool for those working on piping, tubing, and electrical routing. It allows you to: If your work involves designing complex systems with routes, this API can save you significant time. 6. eDrawings Professional API The eDrawings API provides tools to interact with eDrawings files and applications programmatically. It enables you to: 7. SOLIDWORKS Costing API The Costing API is designed for manufacturing cost estimation and allows you to: It’s an essential tool for teams focused on cost management and efficiency. 8. SOLIDWORKS Composer API The SOLIDWORKS Composer API is tailored for creating and managing technical documentation. With it, you can: This API is ideal for technical writers and engineers involved in documentation workflows. 9. SOLIDWORKS Electrical API The SOLIDWORKS Electrical API focuses on electrical schematics and system design. It enables you to: This API bridges the gap between electrical and mechanical teams. 10. SOLIDWORKS Manage API The SOLIDWORKS Manage API is designed for advanced data and project management. It allows you to: This API is perfect for organizations looking to enhance their project and process management capabilities. 11. 3DEXPERIENCE Platform APIs For those embracing cloud solutions, the 3DEXPERIENCE Platform APIs offer the ability to: These APIs enable you to extend SOLIDWORKS’ capabilities into the 3DEXPERIENCE platform and beyond.

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PDM Sync Add-In for Monday.com Boards with SOLIDWORKS PDM

Monday.com has rapidly become one of the most popular work operating systems, offering teams a flexible and intuitive platform to manage projects, tasks, and workflows. It helps organizations stay organized and efficient, but for companies using SOLIDWORKS PDM, syncing project data between platforms can be challenging. Blue Byte Systems has developed an add-in that seamlessly integrates Monday.com with SOLIDWORKS PDM. This add-in automatically syncs Monday.com board items with PDM data card folders, eliminating manual updates and ensuring data consistency across both systems. Key Features: Benefits: With Blue Byte Systems’ Monday.com PDM sync add-in, companies can seamlessly connect project management and design workflows for better efficiency and collaboration. How to Use After adding the add-in to your vault via the Administration tool, right-click on the add-in to get the settings. Once you have completed the configuration the add-in, open the card editor and add a button that triggers the add-in like follow: To test the add-in, go to a folder in PDM and click the button. Sometimes, you have click out and refresh the card to get the new values. GET Monday Datacard sync add-in

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