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WEB SERVER GUIDE

SOLIDWORKS ENTERPRISE PDM 2014


Contents

Legal Notices.................................................................................................................4

1 SolidWorks Enterprise PDM Web Access..................................................................7


Requirements ......................................................................................................................................7
Network Configuration.........................................................................................................................8

2 Installing Enterprise PDM Web Server.......................................................................9


Installing on Windows Server 2008.....................................................................................................9
Enabling Microsoft IIS on Windows Server 2008 ...............................................................................9
Installing Enterprise PDM Web Server..............................................................................................10
Enabling Remote Access..................................................................................................................11

3 Configuring Enterprise PDM Web Server.................................................................13


Creating a Virtual Directory for Enterprise PDM Web Access...........................................................13
Verifying that the Virtual Directory Works..........................................................................................14
Updating the Virtual Directory Address.............................................................................................15
Attaching to the Enterprise PDM Web Server...................................................................................15
Creating the SolidWorks Enterprise PDM Web Server Admin Group.........................................15
Adding Admin Group Members....................................................................................................16
Running Enterprise PDM Web Server over SSL...............................................................................17
Upgrading the Enterprise PDM Web Server.....................................................................................17

4 Administering Enterprise PDM Web Server.............................................................19


Web Server Administration................................................................................................................19
Attaching to the Web Server.............................................................................................................19
Creating Web Server Configurations.................................................................................................21
Adding Web Shares..........................................................................................................................21
Providing URLs to Web Client Users................................................................................................22
Customizing the Web Access Page..................................................................................................22
Changing the Number of Files Returned in a Search List.................................................................23
Add Web Server Dialog Box..............................................................................................................23
Add Public URL Dialog Box...............................................................................................................24
Add/Change Configuration Dialog Box..............................................................................................24
Add Vault Dialog Box........................................................................................................................25
Add Web Share.................................................................................................................................25
Web Share Properties Dialog Box.....................................................................................................25
Change Web Server Properties Dialog Box......................................................................................26

2
Contents

5 Enterprise PDM Web Client....................................................................................27


Installing the Web Client....................................................................................................................27
Installing with the Full Enterprise PDM Client..............................................................................28
Installing Automatically Using ActiveX.........................................................................................28
Troubleshooting the ActiveX Installation......................................................................................28
Installing Using Administrative Active Directory Deployment......................................................29
Installing Using a Command-Line Script......................................................................................30
Using the Web Client.........................................................................................................................30
Logging In to Enterprise PDM Web Share...................................................................................31
Logging Out of a Web Share.......................................................................................................31
Troubleshooting Web Server Access Problems..........................................................................32
User Interface..............................................................................................................................32
Local Working Files......................................................................................................................35
Working with File Versions...........................................................................................................36
Adding Files or Folders................................................................................................................38
Changing the State of Files..........................................................................................................38
Searching for Files or Folders......................................................................................................39

6 Appendices...............................................................................................................40
Appendix A - Configuring the Web Server on Windows 7 and Windows 8.......................................40
Enabling Microsoft IIS on Windows 7 and Windows 8.................................................................40
Creating a Virtual Directory on Windows 7 or Windows 8...........................................................41
Enabling Access on Windows 7 or Windows 8............................................................................42
Appendix B - Installing Enterprise PDM Web Server in a Perimeter Network..................................42
Network Configuration for Enterprise PDM in a Perimeter Network............................................43
Installing and Configuring Enterprise PDM Web Server..............................................................44

3
Legal Notices
1995-2014, Dassault Systmes SolidWorks Corporation, a Dassault Systmes S.A. company,
175 Wyman Street, Waltham, Mass. 02451 USA. All Rights Reserved.
The information and the software discussed in this document are subject to change without
notice and are not commitments by Dassault Systmes SolidWorks Corporation (DS SolidWorks).
No material may be reproduced or transmitted in any form or by any means, electronically or
manually, for any purpose without the express written permission of DS SolidWorks.
The software discussed in this document is furnished under a license and may be used or
copied only in accordance with the terms of the license. All warranties given by DS SolidWorks
as to the software and documentation are set forth in the license agreement, and nothing
stated in, or implied by, this document or its contents shall be considered or deemed a
modification or amendment of any terms, including warranties, in the license agreement.

Patent Notices
SolidWorks 3D mechanical CAD software is protected by U.S. Patents 5,815,154; 6,219,049;
6,219,055; 6,611,725; 6,844,877; 6,898,560; 6,906,712; 7,079,990; 7,477,262; 7,558,705;
7,571,079; 7,590,497; 7,643,027; 7,672,822; 7,688,318; 7,694,238; 7,853,940; 8,305,376;
8,581,902; 8,817,028, and foreign patents, (e.g., EP 1,116,190 B1 and JP 3,517,643).
eDrawings software is protected by U.S. Patent 7,184,044; U.S. Patent 7,502,027; and
Canadian Patent 2,318,706.
U.S. and foreign patents pending.

Trademarks and Product Names for SolidWorks Products and Services


SolidWorks, 3D ContentCentral, 3D PartStream.NET, eDrawings, and the eDrawings logo are
registered trademarks and FeatureManager is a jointly owned registered trademark of DS
SolidWorks.
CircuitWorks, FloXpress, PhotoView 360, and TolAnalyst are trademarks of DS SolidWorks.
FeatureWorks is a registered trademark of Geometric Ltd.
SolidWorks 2014, SolidWorks Standard, SolidWorks Professional, SolidWorks Premium,
SolidWorks Enterprise PDM, SolidWorks Workgroup PDM, SolidWorks Simulation, SolidWorks
Flow Simulation, eDrawings, eDrawings Professional, SolidWorks Sustainability, SolidWorks
Plastics, SolidWorks Electrical, and SolidWorks Composer are product names of DS SolidWorks.
Other brand or product names are trademarks or registered trademarks of their respective
holders.
COMMERCIAL COMPUTER SOFTWARE - PROPRIETARY
The Software is a commercial item as that term is defined at 48 C.F.R. 2.101 (OCT 1995),
consisting of commercial computer software and commercial software documentation as
such terms are used in 48 C.F.R. 12.212 (SEPT 1995) and is provided to the U.S. Government
(a) for acquisition by or on behalf of civilian agencies, consistent with the policy set forth in
48 C.F.R. 12.212; or (b) for acquisition by or on behalf of units of the Department of Defense,

4
consistent with the policies set forth in 48 C.F.R. 227.7202-1 (JUN 1995) and 227.7202-4 (JUN
1995).
In the event that you receive a request from any agency of the U.S. Government to provide
Software with rights beyond those set forth above, you will notify DS SolidWorks of the scope
of the request and DS SolidWorks will have five (5) business days to, in its sole discretion,
accept or reject such request. Contractor/Manufacturer: Dassault Systmes SolidWorks
Corporation, 175 Wyman Street, Waltham, Massachusetts 02451 USA.

Copyright Notices for SolidWorks Standard, Premium, Professional, and


Education Products
Portions of this software 1986-2014 Siemens Product Lifecycle Management Software Inc.
All rights reserved.
This work contains the following software owned by Siemens Industry Software Limited:
D-Cubed 2D DCM 2014. Siemens Industry Software Limited. All Rights Reserved.
D-Cubed 3D DCM 2014. Siemens Industry Software Limited. All Rights Reserved.
D-Cubed PGM 2014. Siemens Industry Software Limited. All Rights Reserved.
D-Cubed CDM 2014. Siemens Industry Software Limited. All Rights Reserved.
D-Cubed AEM 2014. Siemens Industry Software Limited. All Rights Reserved.
Portions of this software 1998-2014 Geometric Ltd.
Portions of this software incorporate PhysX by NVIDIA 2006-2010.
Portions of this software 2001-2014 Luxology, LLC. All rights reserved, patents pending.
Portions of this software 2007-2014 DriveWorks Ltd.
Copyright 1984-2010 Adobe Systems Inc. and its licensors. All rights reserved. Protected by
U.S. Patents 5,929,866; 5,943,063; 6,289,364; 6,563,502; 6,639,593; 6,754,382; Patents
Pending.
Adobe, the Adobe logo, Acrobat, the Adobe PDF logo, Distiller and Reader are registered
trademarks or trademarks of Adobe Systems Inc. in the U.S. and other countries.
For more DS SolidWorks copyright information, see Help > About SolidWorks.

Copyright Notices for SolidWorks Simulation Products


Portions of this software 2008 Solversoft Corporation.
PCGLSS 1992-2013 Computational Applications and System Integration, Inc. All rights
reserved.

Copyright Notices for SolidWorks Enterprise PDM Product


Outside In Viewer Technology, 1992-2012 Oracle
2011, Microsoft Corporation. All rights reserved.

Copyright Notices for eDrawings Products


Portions of this software 2000-2014 Tech Soft 3D.
Portions of this software 1995-1998 Jean-Loup Gailly and Mark Adler.

5
Portions of this software 1998-2001 3Dconnexion.
Portions of this software 1998-2014 Open Design Alliance. All rights reserved.
Portions of this software 1995-2012 Spatial Corporation.
The eDrawings for Windows software is based in part on the work of the Independent JPEG
Group.
Portions of eDrawings for iPad copyright 1996-1999 Silicon Graphics Systems, Inc.
Portions of eDrawings for iPad copyright 2003 2005 Apple Computer Inc.

6
1
SolidWorks Enterprise PDM Web
Access
The SolidWorks Enterprise PDM server and client provide Web access to Enterprise PDM vaults.
They give users live access to one or more vaults from any system using Windows Internet
Explorer over the internet or an intranet. Each user accessing the vault through the Web client
requires one Enterprise PDM Web access license.

The Web client is a thin client and does not support all features found in the "thick" clients
(Enterprise, Contributor, and Web).

For information about which features are supported and how to use the Web client, see Using
the Web Client.

This chapter includes the following topics:

Requirements
Network Configuration

Requirements
Install the Enterprise PDM Web server on a Microsoft Internet Information Services (IIS)
enabled system.
This can be a separate system or a system running the Enterprise PDM archive server,
database server, or client. For more secure access, install the Web server component on
its own perimeter network.

Web server Windows Server 2008


For the latest downloads, visit
http://www.microsoft.com/en-us/download/details.aspx?id=5023.

Internet Information Services (IIS)

Web client One of the following:


Windows Server 2008 or higher
Windows 7
Windows 8

7
SolidWorks Enterprise PDM Web Access

See the following Web site for a full list of requirements:


http://www.solidworks.com/sw/support/PDMSystemRequirements.html

Network Configuration
Because Enterprise PDM clients and servers use TCP to communicate, you must open
certain network ports to set up and manage Enterprise PDM Web access. The following
figure shows a network configuration where the Web server enables access over the
internet.

Port Requirements

Web Server Port Web Client Port

To connect to the Archive Server: To connect to the Web Server:


Open TCP port 3030 in both directions. Open the HTTP port 80 between the Web
client and the Web server.
To connect to SQL Server: If using Secure Sockets Layer (SSL), as
Open TCP port 1433 in both directions. recommended for security, open port 443
as well.
If using SQL named instances, open port
1434. Do not open the ports 3030 and 1433 on
the Web client.

For instructions on opening ports, see the SolidWorks Enterprise PDM Installation Guide.

8
2
Installing Enterprise PDM Web
Server

This chapter includes the following topics:

Installing on Windows Server 2008


Enabling Microsoft IIS on Windows Server 2008
Installing Enterprise PDM Web Server
Enabling Remote Access

Installing on Windows Server 2008


Use these instructions to install and configure Microsoft IIS and SolidWorks Enterprise
PDM Web server on Windows Server 2008 or later.
For Windows 7 or Windows 8, see Appendix A - Configuring the Web Server on
Windows 7 and Windows 8 on page 40.

Enabling Microsoft IIS on Windows Server 2008


For Windows Server 2008, you enable IIS by creating a server role.

1. From the Windows Start menu, click Control Panel > System and Security >
Administrative Tools > Server Manager.
2. In the left pane, click Roles.
3. In the right pane, on the Roles page, click Add Roles.
4. Complete the Add Roles wizard:
a) On the Server Roles screen, select Web Server (IIS) and click Next.
b) If you are prompted to add the features required for IIS, click Add Required
Features. Otherwise, click Next.
c) On the Select Role Services screen, expand Web Server and select the following
options. Leave the other options cleared.

Folder Option

Common HTTP Features Static Content


Default Document
Directory Browsing
HTTP Errors

9
Installing Enterprise PDM Web Server

Folder Option

Application Development ASP


Features
The Add Roles Wizard appears, prompting you to add
the role services required for ASP.
Click Add Required Role Services.

You must enable Active Server Pages (ASP).

ISAPI Extensions

Health and Diagnostics HTTP Logging


Features
Request Monitor

Security Features Request Filtering

Performance Features Static Content Compression

Management Tools IIS Management Console

5. Click Next.
6. Click Install.
7. Click Close.
8. Exit the Server Manager.
9. If you need to set up secure SSL communication, see the following Microsoft Website
for additional instructions.
http://learn.iis.net/page.aspx/144/how-to-setup-ssl-on-iis-70/

Installing Enterprise PDM Web Server


To install Enterprise PDM Web Server, the following are required:
Microsoft IIS 6.0 or later
Windows installer 3.1 and the SQL Server 2005 SQL_DMO drivers
If these components are not installed, you are prompted to install them as part of the
Web server installation.

To install Enterprise PDM Web server components:

10
Installing Enterprise PDM Web Server

1. Log on to the IIS system as a user with local administrative rights.


2. Insert the SolidWorks Enterprise PDM DVD and select Install on the setup screen.

You can also launch the setup manually by running \setup\setup.exe from the
SolidWorks Enterprise PDM DVD.

The SolidWorks Enterprise PDM installation wizard checks for the required software
components.
3. If the InstallShield Wizard lists missing components, click OK to install them.
When the component installation is complete, the Enterprise PDM installation wizard
continues.
4. Follow the instructions on the installation screens until you get to the Setup Type
screen.
For more information, see the SolidWorks Enterprise PDM Installation Guide.
5. On the Setup Type screen, select Server Installation.
6. On the Server Installation screen, select Web Server.
7. On the Ready to Install the Program screen, click Install.
8. On the InstallShield Wizard Completed screen, click Finish.

Enabling Remote Access


If you plan to access the Web server from a remote system, make sure that the Windows
firewall is not blocking access. When the Web server is installed on Windows Server 2008,
be sure the necessary ports are open and that the Web server can reach the archive and
SQL servers by host name.
The following access is required for the Web server system:
To access the Web server from a remote system, make sure the Windows firewall does
not block access to the Web server.
Port 3030 must be open to communicate with the archive server and port 1433 must
be open to communicate with the SQL server.
For a description of how to enable these ports, see the section on opening ports for
client/server communication in the SolidWorks Enterprise PDM Installation Guide.
Because Enterprise PDM uses the host name by default when communicating, the Web
server must be able to reach the Enterprise archive server and SQL server by host
name.
To verify that the Web server system can reach the archive and SQL servers by host
name:
1. Open a DOS window.
2. At the prompt, type the following command:
PING archive_server_name
3. If SQL Server is installed on a different server, repeat step 2 using the name of the
SQL Server system.
If the servers cannot be reached, update the local hosts file with the server names
and IP addresses that are internal to the LAN/WAN.

11
Installing Enterprise PDM Web Server

See the section on configuring the hosts file to resolve a server name in the SolidWorks
Enterprise PDM Installation Guide.

12
3
Configuring Enterprise PDM Web
Server

This chapter includes the following topics:

Creating a Virtual Directory for Enterprise PDM Web Access


Verifying that the Virtual Directory Works
Updating the Virtual Directory Address
Attaching to the Enterprise PDM Web Server
Running Enterprise PDM Web Server over SSL
Upgrading the Enterprise PDM Web Server

Creating a Virtual Directory for Enterprise PDM Web Access


After installing the Web server, use IIS to create a virtual directory.
To create the virtual directory:

1. On the Control Panel, click System and Security > Administrative Tools >
Internet Information Services (IIS) Manager.
2. In the Internet Information Services (IIS) Manager window, expand the computer
name and the Sites directory.
3. Right-click Default Web Site and click Add Virtual Directory.
4. In the Add Virtual Directory dialog box:
a) For Alias, type a name for the virtual directory.

This is the name to reach the Enterprise PDM file vaults. It should be logical and
easy to remember.
For example, if you type Enterprise PDM Web in Alias, the URL to access
Enterprise PDM from the Web reads HTTP://web_server_site/Enterprise
PDM Web.

b) For Physical path, type or browse to the folder where the Enterprise PDM Web
access files are located:
install_dir\Web
The default location is C:\Program Files\SolidWorks Enterprise PDM\Web.
c) Click OK.

13
Configuring Enterprise PDM Web Server

5. Verify that ASP is enabled:


a) In the left pane, under Sites > Default Web Site, select the virtual directory you
created in step 4.
b) In the right pane, select Features View.
c) Double-click ASP and verify that values for the following behaviors are True:
Enable Buffering
Enable Chunked Encoding
Enable HTML Fallback

6. Exit the Internet Information Services (IIS) Manager.

Verifying that the Virtual Directory Works


After creating the virtual directory in the IIS Manager, check that you can connect to it
in an Internet Explorer browser.

1. Open Internet Explorer on an Enterprise PDM client system.


2. Type the URL to the virtual directory you created on the IIS server.
For example:
http://web_server_site/directory_alias
If the IIS server is working correctly, the No SolidWorks Enterprise PDM Web Access
Configurations Found page appears. You can now create the Web administrator group.
See Creating the SolidWorks Enterprise PDM Web Server Admin Group on
page 15.
3. If the No SolidWorks Enterprise PDM Web Access Configurations Found page does
not appear, there is a configuration error in the setup. Verify the setup.
Common errors include:

Error message Probable cause

Directory Listing Denied The virtual directory does not point to the correct
Enterprise PDM Web server installation folder:
install_dir\Web

The page cannot be Support for ASP pages is not enabled.


displayed

The page cannot be found The URL to the virtual directory is incorrect.

14
Configuring Enterprise PDM Web Server

Updating the Virtual Directory Address


If you upgrade from PDMWorks Enterprise 2008 or earlier to SolidWorks Enterprise PDM
2009 or later, you must update the virtual directory local path because the default
installation directory for the product changes.

PDMWorks Enterprise C:\Program Files\PDMWorks Enterprise

SolidWorks Enterprise PDM C:\Program Files\SolidWorks Enterprise PDM

The upgrade makes the path to the virtual directory incorrect and prevents users from
logging in to the Web client.
To update the virtual directory address:

1. Log on to the IIS system as a user with local administrative rights.


2. On the Control Panel, select System and Security > Administrative tools >
Internet Information Services (IIS) Manager.
3. In the IIS Manager, expand the local computer and click Web Sites > Default Web
Site.
The virtual directory with the incorrect path is identified by .
4. In the Actions pane on the far right, click Basic Settings.
5. In the Edit Virtual Directory dialog box, for Physical path, browse to C:\Program
Files\SolidWorks Enterprise PDM\Web and click OK.
The error icon is removed and users can log in to the Web client.

Attaching to the Enterprise PDM Web Server


To configure vaults or folders for Web access, you must attach to the Enterprise PDM
Web server as a Windows user in the SolidWorks Enterprise PDM Web administration
group.
This group is normally created automatically when installing the Enterprise PDM Web
server software. If it has been deleted, you can recreate it manually using the Windows
Computer Management console.
You must add members manually.

Creating the SolidWorks Enterprise PDM Web Server


Admin Group
If the SolidWorks Enterprise PDM Web Server Admin group is not created
automatically, you can create it manually using the Windows Computer Management
console.

If SolidWorks Enterprise PDM Web Server Admin already exists, skip to Adding
Admin Group Members on page 16.

15
Configuring Enterprise PDM Web Server

This procedure describes creating the administration group on Windows Server 2003
systems.
The process is similar for systems installed with Windows Server 2008, Windows 7, and
Windows Vista. See Creating a Virtual Directory for Enterprise PDM Web Access
on page 13 and Creating a Virtual Directory on Windows 7 or Windows 8 on page
41.
To create the administration group:

1. To access local groups in the Windows Computer Management console:


a) Log in to the Web server as a user with local administrative rights.
b) Click Start > Control Panel > Administrative Tools > Computer Management.
c) In the Computer Management console, under System Tools, expand Local Users
and Groups and select Groups.
2. Right-click Groups and select New Group.
3. In the New Group dialog box, for Group Name, type SolidWorks Enterprise PDM
Web Admins.
Spell the group name exactly, including spaces.
This group requires no local or domain permissions.
4. Under Members, click Add to add local or domain users to the group.

The members added here are only used when you administer the Web server using
the Enterprise PDM Administration tool. You do not need to add all users that will
log in to the file vault via the Web share.

See Adding Admin Group Members on page 16.


5. Click OK.

Adding Admin Group Members


Use the Windows Computer Management console to add local or domain users to the
SolidWorks Enterprise PDM Admin group.

If this group does not exist, create it. See Creating the SolidWorks Enterprise PDM
Web Server Admin Group on page 15.

You use these users only to authenticate to the Web server to administer file vaults that
should have Web access. For example, add the domain administrator if you want to log
in as the domain administrator when you create new file vault Web shares.
The users you add do not require local or domain permissions; just a name and password.

You can create a local dummy user with no permissions and make it member of the
SolidWorks Enterprise PDM Web Admins group. You can then use that user to log
in when you manage the Enterprise PDM web server.

16
Configuring Enterprise PDM Web Server

To add members to the SolidWorks Enterprise PDM Web Admins group:

1. To access local groups in the Windows Computer Management console:


a) Log in to the Web server as a user with local administrative rights.
b) In the Control Panel, click System and Security > Administrative Tools >
Computer Management.
c) In the Computer Management console, under System Tools, expand Local Users
and Groups and select Groups.
2. In the right pane, right-click SolidWorks Enterprise PDM Web Admins and click
Properties.
3. In the group'sProperties dialog box, under Members, click Add to add local or domain
users to the group:
a) In the Select Users, Computers, Service Accounts, or Groups dialog box, enter the
name of a user.
You can:
Type the name of a user and click Check Names to verify it.
Click Advanced and create a query to locate the user.
b) Click OK.
The user is added to the Members list.
4. Repeat step 3 to add each user.
5. Click OK.
6. Close the Computer Management console.

Running Enterprise PDM Web Server over SSL


To run the Enterprise PDM Web server over SSL, exclude the folder containing the Web
client installation CAB files (the ...\web\install\ folder) from SSL security. If you do
not, the automated Active X install of the Web client fails.
To disable the SSL certificate for the Web install folder:

1. Log on to the IIS system as a user with local administrative rights.


2. From the Control Panel, select System and Security > Administrative tools >
Internet Information Services (IIS) Manager.
3. In the Internet Information Services Manager, expand Sites > Default Web Site >
your_web_server.
4. In the right pane, in Features View, double-click SSL Settings.
5. Clear Require (SSL).
6. Under Actions, click Apply.
7. Exit the Internet Information Services Manager.

Upgrading the Enterprise PDM Web Server


When upgrading from PDMWorks Enterprise 2006 or later:
Using the SolidWorks Enterprise PDM DVD, select Upgrade in the setup screen.

17
Configuring Enterprise PDM Web Server

You can also launch the setup manually by running \setup\setup.exe from the
SolidWorks Enterprise PDM DVD.

The upgrade retains previous Web shares and settings.


For systems with only a Web client, the software asks whether to upgrade when
browsing into the Web share.
When upgrading from Conisio 6.4 or earlier:
Using the SolidWorks Enterprise PDM DVD, select Upgrade in the setup screen.

You can also launch the setup manually by running \setup\setup.exe from the
SolidWorks Enterprise PDM DVD.

Remap the existing virtual directory to the new install location. Change the path using
the IIS manager, (usually C:\Program Files\SolidWorks Enterprise PDM\web).
The Conisio Web Admins group is automatically renamed to SolidWorks Enterprise
PDM Web Admins. Verify that this group exists and contains appropriate users.
If you created custom Web access pages, note that the ConisioClient.asp page is
changed to Client.asp. Update your connection string to read
http://web_server_site/client.asp?config=configuration
For systems with only the Web client installed, when you browse into the Web share,
you are prompted to upgrade.

18
4
Administering Enterprise PDM Web
Server

This chapter includes the following topics:

Web Server Administration


Attaching to the Web Server
Creating Web Server Configurations
Adding Web Shares
Providing URLs to Web Client Users
Customizing the Web Access Page
Changing the Number of Files Returned in a Search List
Add Web Server Dialog Box
Add Public URL Dialog Box
Add/Change Configuration Dialog Box
Add Vault Dialog Box
Add Web Share
Web Share Properties Dialog Box
Change Web Server Properties Dialog Box

Web Server Administration


After installing and configuring an Enterprise PDM Web server, you administer it using
the Enterprise PDM Administration tool on a client system. To enable Web access to a
vault, create one or more configurations and select the areas of the vault to be shared.
The configurations you define are accessible when a client browses to the Enterprise PDM
URL in a Web browser.

Attaching to the Web Server


You must attach to a Web server to manage it.
If the Enterprise PDM Web server system is located behind a firewall, HTTP port 80 (or
HTTPS port 443) must be open between the Web server and the client using the Enterprise
PDM administration tool.
To attach to a Web server:

1. Start the Administration tool by doing one of the following:

19
Administering Enterprise PDM Web Server

On Windows 7 and Windows Server systems prior to Windows Server 2012, from
the Windows Start menu, select All Programs > SolidWorks Enterprise PDM
> Administration.
On Windows 8 and Windows Server 2012 or later, on the Apps screen, under
SolidWorks Enterprise PDM, click Administration.

2. In the right pane, right-click Web Servers and click Add Web Server.
3. In the Add Web Server dialog box:
a) Type the Web Server Name.
The name is for identification only and does not have to match a real server name.
b) Type the Connection URL the Administration tool will use to connect to the virtual
directory for Enterprise PDM access files.
Use the format:
http://web_server_site/directory_alias
or if using SSL:
https://web_server_site/directory_alias
c) Click OK.
4. In the log in dialog box:
a) Type the User name and Password of a user in the SolidWorks Enterprise
PDM Web Admins group on the Web server.

The SolidWorks Enterprise PDM Web Admins group is created during


SolidWorks Enterprise PDM installation.

b) If you are logging in as a domain user, add the Domain name.


c) Click Log In.
d)
5. In the Add Public URL dialog box:
a) Type the Public URL that clients outside the network use to access the Enterprise
PDM virtual directory.
If you have a DNS name, use the format:
http://web_server_site/directory_alias
If you use SSL for Enterprise PDM Web access, in Secure URL, type the secure
connection URL:
https://web_server_site/directory_alias
b) Click OK.

The Enterprise PDM Web server is listed in the Web Servers tree in the left pane.
To view or change Web server information, right-click it and select Properties.

20
Administering Enterprise PDM Web Server

Creating Web Server Configurations


Use Enterprise PDM Web server configurations to group vault web shares and specify the
services available to the different user types accessing the vault.
Set up at least one configuration per Enterprise PDM Web server to add vault Web shares.
For example, an engineer might need access to all company vaults, whereas a customer
might only need access to a certain published PDF folder in one vault. To support these
types of user accesses, create two Web server configurations: one for the engineers with
Web shares to all vaults and one for the customers that contains one vault folder Web
share.
To add a Web server configuration:

1. Right-click the Web server name and select Add Configuration.


2. In the Add Configuration dialog box, type a Configuration Name and Description.
The name is informational. It does not have to match a vault or folder name.
3. If you specified a secure URL in the Web server properties, select Use secure
connection (SSL).
4. Click OK.

The configuration is created under the server name.


To view or modify its properties, right-click and select Properties.

Adding Web Shares


After you create a Web configuration, add the vault and its folders to be accessible through
the Web share.

You must have Can create web share permission in the vault to create Web shares.

To add a Web share to a configuration:

1. Right-click the Web configuration for which you want to add a Web share and click
Add Vault.
2. In the Add Vault dialog box, use the Vault list to select the vault to be shared.
The list includes all vaults on all archive servers you are connected to.
3. Click OK.
The vault is listed under the configuration.
4. To specify the parts of the vault to be accessible in this configuration, right-click the
vault name and select Add Web Share.
5. In the Add Web Share dialog box, select the folder to share. Subfolders are shared
as well.
To share the entire vault, select the top vault name.

21
Administering Enterprise PDM Web Server

The folder and state permissions for the logged-in Web user control how much of
the vault is visible.

6. Click OK.
The Web share is listed under the configuration.

Providing URLs to Web Client Users


After you add vaults and shares to a Web server configuration, provide the URL to users
so they can connect.
To publish a configuration URL for users:

1. Right-click the Web configuration and select Copy Configuration URL.


2. Paste the URL into a mail message to your users.

When a Web client browses to the Enterprise PDM URL, the first configuration the browser
finds is the active configuration, unless another configuration is specified in the URL.
See Customizing the Web Access Page on page 22.
The configuration name appears as a tab in the upper-right corner of the Web client page.
Users expand the tab to list and select a configuration.

Customizing the Web Access Page


You can create an inline frame (IFrame) reference to the Web component to specify the
Web configuration to use when a Web page is accessed.
Use this method when:
You do not want to show the available configurations as a tab in the default client
access page.
You want to include the Enterprise PDM Web client ActiveX component in your own
HTML page.
The URL for a Web server configuration is in the form:
http://server_url/Client.asp?config=configuration
The IFrame reference replaces the server_url and configuration with the actual terms.
<iframe src="http://server_url/client.asp?config=configuration&simple">
For example, the following HTML code shows the Enterprise PDM Web component for the
Engineers configuration:

<html>
<title>Enterprise PDM Web Access</title>
<body>
<iframe
src="http://wolverine/EnterprisePDMWeb/client.asp?config=Engineers&simple">
</body>
</html>

22
Administering Enterprise PDM Web Server

Changing the Number of Files Returned in a Search List


You can change the number of files returned in a search using a parameter called
SearchResultsMax.
By default, the search result lists 100 matches. Modify Client.asp and add the following
to the object tag:
<param name="SearchResultsMax" value="200">
You also add a list that shows the search results:

<div>
Max Search Results:
<select onchange=" ConisioView.SearchResultsMax =
this .option[this.selectedIndex].value ">
<option value="5">5
<option value="10">10
<option value="15">15
<option value="20">20
<option value="25" selected>25
<option value="50">50
<option value="75">75
<option value="100">100
</select>
</div>

Add Web Server Dialog Box


Use the Add Web Server dialog box to attach to the Web server.
To display this dialog box:
Right-click Web Servers and click Add Web Server.

Web Server The name that identifies this Web server.


Name
The name is for identification only and does not have to match any
real server name.

Connection The URL this client (Enterprise PDM administration tool) will use to
URL connect to the virtual directory for the Enterprise PDM Web access
files.
The URL should be in the form of
HTTP://web_server_site/directory_alias
or HTTPS://... if using SSL.
On an intranet, the URL header is most likely the Web server name.
If you have a public DNS name, you can use it if it can be accessed
over port 80 from this client.

23
Administering Enterprise PDM Web Server

Add Public URL Dialog Box


Use the Add Public URL dialog box to specify the public URL that is used to access the
Enterprise PDM virtual directory from clients outside the network.
To display this dialog box:
Right-click Web Servers and select Add Web Server. After you complete the information
in the Add Web Server dialog box and log in, this dialog box displays.

This dialog box only displays the first time you connect to the web server.

Public Public URL used to access the Enterprise PDM virtual directory from clients
URL outside the network.
If you have a DNS name, it should be in the form of
HTTP://<www.company.com>/<DirectoryAlias>/.

Secure If you plan to use SSL for the Enterprise PDM web access, you should type
URL the secure connection URL (that is, HTTPS://...).

Add/Change Configuration Dialog Box


Use the Add/Change Configuration dialog box to add or modify a web server configuration.
To display this dialog box:
To add a configuration, expand Web Servers, right-click the web server name, and
select Add Configuration.
To modify a configuration, right-click the configuration and select Properties.

Configuration name Type a name. It does not need to match anything in the archive
server vaults.

Description

Use secure Enables the use of SSL for this configuration.


connection (SSL)
You must have specified a secure URL in the web server
properties for this option to be active.

24
Administering Enterprise PDM Web Server

Add Vault Dialog Box


Use the Add Vault dialog box to specify the part of the vault that should be accessible
when using the web share.
To access this dialog box:
Right-click a web configuration and select Add Vault.

Vault Select the vault for which you want to create a share.
If you are connected to multiple archive servers, all vaults combined appear in
the list.

Add Web Share


Use the Add Web Share dialog box to specify the parts of the vault that should be
accessible to this configuration.
To display this dialog box:
Expand the Web Servers node until you can see a vault. Right-click the vault and select
Add Web Share.

Select folder to To make the entire vault available for web access (the logged-in
add as web share web user folder and state permissions still controls what is visible
to the user in the vault), select the top vault name.
To make only a part of the vault available for web access, select
the folder to share in the tree.
Any subfolders will be shared as well.

Make New Folder Click to display a dialog box where you can create a new folder to
be shared.

Web Share Properties Dialog Box


Use the Web Share Properties dialog box to modify information about the selected web
share.
To display this dialog box:
Expand the Web Servers node, right-click the web share, and select Properties.

Name You can modify the web share name. The name does not have to match
the name of the directory in the vault.

Description

Vault Path The location of the web share in the vault.

25
Administering Enterprise PDM Web Server

Change Web Server Properties Dialog Box


Use the Change Web Server Properties dialog box to change information about a web
server.
To display this dialog box:
Right-click a web server name and select Properties.

Administration Node Properties

Web Server Type a new name to identify the web server.


name

Connection URL Type a new connection URL.

Web Server Properties

Public URL Type a new URL to be used to access the Enterprise PDM virtual
directory from clients outside the network.

Secure URL If you use SSL for Enterprise PDM web access, type a new secure
connection URL.

26
5
Enterprise PDM Web Client
To work in a file vault Web share, the computer accessing the share must have Enterprise
PDM Web client software installed. Once installed, the Enterprise PDM Web client provides
features that are similar to the Enterprise PDM Editor and Enterprise PDM Contributor, with
some restrictions. The supported features and limitations are listed in Using the Web Client
on page 30.
To install the Web client, you must meet the following requirements:
Windows 7, Windows XP or Windows Vista
Windows Installer 3.0 or later
Local administrative rights for the initial ActiveX install

This chapter includes the following topics:

Installing the Web Client


Using the Web Client

Installing the Web Client


How you install the Web client, depends on what is already installed on the system.
You can:
Install the Web client with the full Enterprise PDM client
Install just the Web client using:
ActiveX
Administrative Active Directory Deployment
A command line script

You cannot use Enterprise PDM Web client on a system where a version of the client
earlier than PDMWorks Enterprise 6.2 is installed. Uninstall the earlier version.
If users browse in an Enterprise PDM Web share on an earlier Web client, they are
prompted to upgrade to the later Web client.

If the full client is installed, you cannot upgrade the Web client . In this case, upgrade
the full Enterprise PDM client from the install DVD.

27
Enterprise PDM Web Client

Installing with the Full Enterprise PDM Client


When you install the full Enterprise PDM client, the Web client automatically installs at
the same time. You do not need to install additional modules.
If you create an administrative install image, the Web client components are also included.
To perform a customized install:

1. In the SolidWorks Enterprise PDM Installation wizard, on the Setup Type screen,
select Custom.
2. On the Custom Setup screen, expand Client and ensure that Web Access is selected.

Installing Automatically Using ActiveX


If the system does not have the Enterprise PDM Web client components installed, an
automatic ActiveX installation starts as soon as you browse to an Enterprise PDM Web
share.
To install using ActiveX:

1. On the client system, browse to the Enterprise PDM Web share URL.
A small ActiveX component is downloaded and a security warning is displayed.
2. Select Install to proceed.
After the security certificate is approved, the installation software downloads the basic
Web access components for the Enterprise PDM Web client and installs them
automatically.
3. In the Enterprise PDM Web client interface that appears, log onto the Web share.
As you work with the Enterprise PDM Web client, additional components are
downloaded and installed as needed. Most of these components are small in file size
and do not cause a noticeable delay.
To install all components at once, use one of the other installation methods.

Troubleshooting the ActiveX Installation


Depending on Internet Explorer security settings and current system permissions, the
automatic Web client installation might fail.
Common installation problems and solutions follow:

Problem Description Solution

The Internet Explorer If the security settings Check security settings by selecting
security settings are are set too high in Tools > Internet Options > Security
too high. Internet Explorer, the and do one of the following:
installation does not
Click Default Level and decrease the
start. security settings by adjusting the
A warning message that slider from Medium to Low.
the Web client cannot be Add the Enterprise PDM Web share
initialized is displayed. URL to the Trusted Sites.
Customize the security level to allow
ActiveX components to be installed.

28
Enterprise PDM Web Client

Problem Description Solution

A content blocker If the system has a Do one of the following:


prevents the content blocker, such as Allow pop-ups for this URL.
installation. a virus scanning utility
Disable the content blocker.
or pop-up blocker, the
Active X control might be
prevented from
installing.

Your local Windows For security reasons, a Do one of the following:


permissions prevent user with local Increase the users' computer account
the installation. administrator
permissions to allow them to install
permissions must
Web client components.
perform the initial
Have an administrator log in and
ActiveX Web client
install the Web client components.
installation.
Only initial Web client components
require administrative privileges.
Additional components
automatically install regardless of
security level.

Installing Using Administrative Active Directory


Deployment
If you want to install only the Enterprise PDM Web client using Active Directory deployment,
create an install package policy using the MSI installation file for the Web client, available
on the Enterprise PDM Web server.

If you create an administrative install image for the full client, the Web components
are included. You need not create a separate administrative install image.

To install using administrative Active Directory deployment:

1. The folder \Program Files\SolidWorks Enterprise PDM\Web\Install on the


Enterprise PDM Web server contains the installation files for the Web client. Do one
of the following:
Share the folder for access from systems where the Web client is to be deployed.
Copy the contents of the folder to an available network resource.

2. Browse to the Enterprise PDM install DVD and copy the \Support\Deploy\
AdminClientInstall.mst transform file to the shared install location.
In step 6, this file is added to the deployment package so that it can be used to
transform the Webclients.msi file with additional options that let you deploy all the
Web components at the same time.

29
Enterprise PDM Web Client

3. Create a new deployment policy for computers on the Active Directory server.
For detailed instructions, see the section on deploying clients using Windows Active
Directory in the SolidWorks Enterprise PDM Installation Guide.
4. Edit the deployment policy you created in Step 3 and create a deployment package
for the Webclients.msi file.
This file is in the folder you shared in Step 1.
5. When defining the deployment package, make sure that you select the Advanced
option in the Deploy Software dialog box.
6. In the deployment package's Properties dialog box, select the Modifications tab and
click Add to add the AdminClientInstall.mst transform file you copied in Step 2.

The Enterprise PDM Web client deploys to the systems you specified in the deployment
policy the next time those systems start up.

Installing Using a Command-Line Script


If you want to install only the Enterprise PDM Web client using a command-line script,
use the MSI installation file for the Web client, which is available on the Enterprise PDM
Web server. You need not create a separate administrative install image.

If you create an administrative install image for the full client, the Web components
are included.

To install using a command-line script:

1. The folder \Program Files\SolidWorks Enterprise PDM\Web\Install on the


Enterprise PDM Web server contains the installation files for the Web client. Do one
of the following:
Share the folder for access from systems where the Web client is to be deployed.
Copy the contents of the folder to an available network resource.

2. Add the following line to your install script to launch a silent install:
Msiexec /i Webclient.msi /qb REBOOTYESNO=NO REBOOT=REALLYSUPRESS
INSTALLLEVEL=100

Using the Web Client


The Web client is a thin client, supporting many but not all of the features found in the
thick clients (Enterprise Editor, Contributor, and Viewer). The permissions of the logged-on
Web user control the access to the Web client features.

Set up the users in the Enterprise PDM administration tool using a thick client.

The Web client supports the following actions:


Browsing and searching for files and folders
Adding and deleting files and folders
Checking files in and out
Getting file versions

30
Enterprise PDM Web Client

Viewing and updating file and folder data cards


Changing file states

The type of transitions that you can perform using the Web client are limited.

The Web client does not support:


Using templates
Using API add-ins
Using CAD add-ins
Showing preview in the interface (preview by opening the files is supported)
Viewing history details of files and folders
Administering the file vault
Running reports
Viewing Bills of Materials
Changing the state of files where the change state command updates the files

Logging In to Enterprise PDM Web Share


To log in to an Enterprise PDM Web share, the Enterprise PDM server must have an
available Enterprise PDM Web license for each user.
The following client licenses can be used:
Enterprise PDM Contributor
Enterprise Processor Site License (PSL)
To log in to a Web share:

1. Browse to the URL: .


http://web_server_site/virtual_directory_alias
For example:
http://Design1/Drawings
2. Expand the file vault name or Web share folder in the left tree-view pane or right-click
the item, and select Log In.
3. In the log in dialog box, type the Enterprise PDM User name and Password.
4. Click Log In.
Once logged in, all available subfolders and files (based on current access permissions)
are listed in the right file view pane.

Logging Out of a Web Share


Right-click the file vault name or Web share folder in the left tree view pane and
select Log Out.
The user is logged out, and the Web license is now available for another user. The
following actions also trigger a log out:

31
Enterprise PDM Web Client

Closing all the Internet Explorer windows where the Web client is loaded
Changing to a different Web configuration

Troubleshooting Web Server Access Problems


If you receive errors when trying to access the Web server, add the Web server address
as a trusted site.
Possible errors include:

Failed to check proxy settings

Could not retrieve files

Could not create directory

To add the Web server address as a trusted site:

1. In an Internet Explorer browser, click Tools > Internet Options.


2. In the Internet Options dialog box, on the Security tab, select Trusted Sites and
click Sites.
3. In the Trusted sites dialog box, for Add this website to the zone, type the URL for
the Web server. .
4. Do one of the following:
If you are using SSL, select Require server verification (https:) for all sites
in this zone.
If you are not using SSL, clear this option.

5. Click Add
6. Click Close.
7. Click OK.

User Interface
The Web client is very similar in appearance and functionality to the full Enterprise PDM
client.

32
Enterprise PDM Web Client

The following elements are common to both:


A - Toolbar
B - Folder Tree
C - File View
D, the Web configuration tab, lets you change from one Web configuration to another.
As in the full Enterprise PDM client, right-clicking a folder in the left pane tree or a folder
or file in the right pane file view displays a shortcut menu with applicable commands.

The Toolbar
The toolbar is located above the folder tree and the file view. Use the buttons to perform
the following Enterprise PDM actions on selected items.

Paste Pastes files or folders into currently selected folder.


The files are added to the Enterprise PDM file vault and marked as
checked out to the currently logged on user. Copied subfolders are
also added.

Delete Deletes selected items from vault and local working folder.

Get Latest Gets latest versions of selected files.


Version

Check Out Checks selected file out to currently logged-in user.

Check In Checks in selected files and updates file vault with changes.

Change State Changes state on selected files.

New Search Searches for files or folders.

Properties Shows property dialog box and file or folder data card for selected
item.

Refresh Refreshes list of files of currently selected folder.

33
Enterprise PDM Web Client

The Folder Tree


Use the folder tree to navigate within folders in the file vault Web share. Right-clicking a
folder displays available Enterprise PDM actions that apply to all files and subfolders in
the selected folder.

The File View


The file view lists available files and folders in the currently selected folder. Clicking on
a column header sorts the items. The columns display information as follows:

Name File or folder name

Checked User who has checked out file.


Out By
If no user is listed, the file is checked in to the vault.

Size

State Current workflow state of a file

Category Displays the category of a file

Modified Most recently modified date of a file

Version Version in local cache/latest version in vault


Examples:
-/1
2/3
A hyphen (-) for the first value indicates one of the following:
That the file is not in the local cache
If the file is checked out, that the file has been modified

The Web Configuration Tab


A tab in the upper right corner of the file view shows the current Web configuration.
Click the arrow on the tab to expand it to show the Web configurations you can access.

34
Enterprise PDM Web Client

Click a configuration to change configurations.

Changing configurations logs the you out of the file vault.


Click the folder in the left pane to display the Log In dialog box and log in to the new
configuration.

Local Working Files


When you retrieve files from the file vault to view or edit using the Enterprise PDM Web
client, the files are stored in a local working folder (cache folder) on the computer you
use to access the Web client.
Files opened in an application are opened from that working folder.
The location of the folder depends on whether the computer has a local file vault view.

Systems Without a Local File Vault View


When a user runs the Web client from a system that does not have Enterprise PDM
installed, there will not be a local file vault view.
In this case, the working folder for the Web client is automatically created. The default
location of the folder is:
Windows7
C:\Users\user_name\Local\SolidWorks\SolidWorks Enterprise PDM\Cache\
Windows XP
C:\Documents and Settings\user_name\Local Settings\Application Data\
SolidWorks\SolidWorks Enterprise PDM\Cache\

As subfolders and files are retrieved from the Web client, they are placed in this folder.

35
Enterprise PDM Web Client

Systems with the Full Enterprise PDM Client and a Local File Vault
View
If the system has a local file vault view, the Enterprise PDM Web client uses the local file
vault view as the working folder.
By using the same working folder in both the full client and the Web client, users can
check out files for editing when connected to the LAN. They can keep working on the
same files in the same folders even when the Web client is disconnected from the LAN.

When the Web client is active, an Enterprise PDM client login to a vault is changed to
offline mode.

To manage the working folder:

1. In a Web browser, enter the URL for the Web share.


2. Log in to the Web share.
If you are already logged in to the vault through the Enterprise PDM client and the
vault is online, you are warned that you will be logged out.
3. In the Log In dialog box, click Yes.
Your Enterprise PDM vault login is changed to Offline.
4. In the left pane, right-click a folder and select Properties.
On the General tab, the Location path shows that the working folder is in the same
location as the file vault view.
5. Right-click a folder name in the tree or file view in the Web client and click Explore.
An Explorer window opens in the selected folder.
Folders shown in blue indicate that the file vault view is in offline mode.
If you are using the local file vault view as a working folder, a file that is checked out
in the Web client displays Yes in the Writeable column, indicating that the file can
be updated.

Working with File Versions


When you work with a file in the Enterprise PDM Web client, it is important to know the
version of the file in the working folder.
If you retrieve a file that does not exist locally, it is placed in the working folder. Once
there, you can check out and open the file in an application for viewing or editing.
Retrieved files stay in the working folder and are not automatically removed. The next
time you open working folder file, the version of the file that you initially retrieved is
opened, even if newer versions have been created in the file vault by other users.
To make sure you are opening the most recent version of a file, use the Web client Get
Latest Version command on the file or its folder before opening it.

36
Enterprise PDM Web Client

Retrieving the Latest File Version


Before editing a file, retrieve the latest version to ensure that the working folder has the
most recent content.
To retrieve the latest version of a file

Right-click the file (or the folder containing the file) and click Get Latest Version.

You can also select the file and click Get Latest Version on the toolbar.

The file is retrieved and the previous version is overwritten in the working folder.

File Version Example


This example illustrates the information conveyed by the Version column.

Version numbers appear as n/n, where the number to the left of the / indicates the version
in the working directory and the number to the right indicates the version in the vault.
No local file
In example A, the version is -/1. The hyphen (-) indicates that the working directory does
not contain the file. The most recent version in the vault is version 1.
Older version in vault
In example B, the version is 2/3. The version of the file in the working folder is older than
the version in the vault. If you double-clicks the file to view it or browse to it from an
application, the file content is at version 2. The file vault contains a more recent version.
To use the most recent version, right-click the file and click Get Latest version.
Checked out file
In example C, the version is 3/3. The logged-in user, Admin, has checked out the most
recent version of the file.
If Admin edits and saves the file, the version number changes to -/3. In this case, the

hyphen indicates that there is a newer local version of the file. Click Refresh to see
the change.
When Admin checks the updated file back into the vault, both numbers increment, and
the version becomes 4/4.

37
Enterprise PDM Web Client

Adding Files or Folders


You can add files of folders to the Web client if you have sufficient access permissions.
Methods include:
Dragging files from Windows Explorer and dropping them into a Web folder.
Copying files and pasting them in to the vault.

Select the location to paste the files and click Paste (toolbar), or right-click and
click Paste.
Saving a file from an application to a Web client working folder.
To add a file by saving it from an application:

1. In the application's Save As dialog box, navigate to the target location in the working
folder, name the file, and click Save.

2. In the Web client, click Refresh (toolbar) or right-click in the file view pane and
click Refresh.
The file appears in the file view pane, with the State shown as Add. The Version
column is empty.

3. Right-click the file and click Add to File Vault.


4. To make the file available to other users, right-click it and click Check In.
5. In the Check In dialog box, click Check In.

Changing the State of Files


You can change the state of files using the Web client, as long as the state change does
not physically update the file.
For example, you cannot update properties in the file using the Web client . For physical
updates, use a thick client.
To change a file's state:

1. Select the file and click Change State (toolbar) or right-click the file and click
Change State.
2. In the Select transition dialog box, select the transition to use to change the state
and click OK.
3. In the Do Transition dialog box, click OK.
The new state is shown in the State column.

38
Enterprise PDM Web Client

Searching for Files or Folders


You can search for a file or folder by launching a search card.
The search results return 100 rows. If you want a larger result set, you can modify the
Web access page. See SolidWorks Enterprise Administration Tool Help: Changing the
Number of Files Returned in a Search List.
To search for a file or folder:

1. Click New Search (toolbar).

You can also select New Search by right-clicking a folder in the folder tree, or
right-clicking in file view with nothing selected.

2. In the Select Search Card dialog box, select the search card to use.
3. In the Search dialog box:
a) Browse to the location to search.
b) Enter the search criteria.
c) Click OK.
The results appear in the Search Result folder in the folder tree. The most recent
search results remain, even if you browse into other folders.
The version number listed is the most recent version that met the search criteria. It
might not be the version that is stored in the working folder.
4. To refresh the results or run a new search, right-click Search Result and select
one of the following actions:
New Search
Rerun Last Search
Modify Last Search

5. To manage the source folder or a file, right-click the file that appears in the Search
Result and select Open Containing Folder.
The source folder is opened and its contents appear in the file view.

39
6
Appendices

This chapter includes the following topics:

Appendix A - Configuring the Web Server on Windows 7 and Windows 8


Appendix B - Installing Enterprise PDM Web Server in a Perimeter Network

Appendix A - Configuring the Web Server on Windows 7 and


Windows 8
The main difference between setting up Enterprise PDM on Windows 7and Windows 8
compared to Windows Server 2008 and Windows Server 2012 is how you set up Microsoft
IIS.
The creation of Web shares, and the installation and operation of the Web client is the
same for all operating systems.

IIS is not enabled by default in a normal Windows 7 or Windows 8 installation.

Enabling Microsoft IIS on Windows 7 and Windows 8


For Windows 7 and Windows 8, you enable IIS by turning on IIS features in the Windows
Features dialog box.

1. On the Control Panel, click Programs.


2. Under Programs and Features, click Turn Windows features on or off.
3. In the Windows Features dialog box, expand Internet Information Services.
4. Select the following options. Leave the other options cleared.

Folders/Subfolders Options

Web Management Tools IIS Management Console

World Wide Web Services

40
Appendices

Folders/Subfolders Options

Application Development ASP


Features
You must enable Active Server Pages (ASP).

ISAPI Extensions

Common HTTP Features Default Document


Directory Browsing
HTTP Errors
Static Content

Health and Diagnostics HTTP Logging


Request Monitor

Performance Features Static Content Compression

Security Request Filtering

5. Click OK.
6. Close the Control Panel.

Creating a Virtual Directory on Windows 7 or Windows 8


After installing the Web server, use IIS to create a virtual directory.
For Web server installation instructions, see Installing Enterprise PDM Web Server
on page 10.
To create the virtual directory:

1. Open Control Panel > System and Security > Administrative Tools > Internet
Information Services (IIS) Manager.
2. In the Internet Information Services (IIS) Manager window, expand the computer
name and the Sites directory.
3. Right-click Default Web Site and click Add Virtual Directory.
4. In the Add Virtual Directory dialog box:
a) For Alias, type a name for the virtual directory.
b) For Physical path, type or browse to the folder where the Enterprise PDM Web
access files are located:
install_dir\Web
The default location is C:\Program Files\SolidWorks Enterprise PDM\Web.

5. Verify the virtual directory by browsing to the virtual directory address.


On Windows 7 systems, browse to http://web_server_site/alias

41
Appendices

On Windows 8 systems, browse to http://web_server_site/alias/Client


If the IIS server is working correctly, the No SolidWorks Enterprise PDM Web Access
Configurations Found page appears. If it does not, check that you entered the correct
path and Web address, and that ASP is enabled.
If this page does not appear, you cannot set up Web shares.

Enabling Access on Windows 7 or Windows 8


If you plan to to access the Web server from a remote system, make sure that the Windows
firewall is not blocking access.
To create firewall exceptions for Windows 7 and Windows 8:

1. From the Windows Start menu, click Control Panel > Security Center.
2. In the Windows Security Center dialog box, under Manage security settings for,
select Windows Firewall.
3. In the Windows Firewall dialog box, on the Exceptions tab, select the following options:
Windows Mobile-based Device Connectivity
World Wide Web Services (HTTP)
Notify me when Windows Firewall blocks a new program
4. Click OK.

Appendix B - Installing Enterprise PDM Web Server in a


Perimeter Network
Installing SolidWorks Enterprise PDM Web servers and clients in a perimeter network
(DMZ) has firewall implications.
Because Enterprise PDM Web clients communicate with the Web server over the HTTP or
HTTPS ports, these ports must be open on the Internet Information Server (IIS) system
where the Web server is installed.
For the HTTP protocol, the default port is 80.
For the HTTPS protocol (SSL), the default port is 443.
The Web clients themselves do not need firewall exceptions.
The communication to the SQL Server and archive server is done by the SolidWorks
Enterprise PDM Web server service, which routes the results to the Web client. You must
ensure that the Web server system can reach both the SQL Server and the archive server
over these default ports:
SQL Server - port 1433
Archive server - port 3030

42
Appendices

Network Configuration for Enterprise PDM in a Perimeter


Network
The network configuration shows a perimeter network server set up on a perimeter subnet
and its communication to the internal and external networks.
The perimeter network server communicates to the LAN through an internal firewall. It
communicates to the external network through an external firewall, a router, and a cluster
of load balancers.

The perimeter network Web server has two IP addresses:


The internal IP address on the LAN
The public IP address provided by the ISP
The Web server in the perimeter network is located behind a cluster of load balancers.
Although you can get directly to the Web server for administrative tasks, all Web services
traffic to the servers in the perimeter network is processed through the load balancers.
The load balancers translate the server hardware IP address to a virtual IP (VIP) on the
network leg that is exposed to the public. If you browse to either the VIP or the Web
server URL while attached to the network, you can see the site.
The external firewall translates the load balancer VIP to a public, routable address.

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Appendices

Installing and Configuring Enterprise PDM Web Server


When you set up an Enterprise PDM Web server in a perimeter network, the installation
location of the components is important.
Install the IIS-enabled server on the perimeter subnet.
Install only the Enterprise PDM Web server on the IIS-enabled server system.
Install the Enterprise PDM database server, archive servers, and the MS SQL server
on the primary domain or internal network on the local intranet.
The prerequisites for installing and configuring Enterprise PDM Web server in a perimeter
network are:
Microsoft IIS 6.0 or later
A public IP address to the Web server on the perimeter subnet, assigned by your ISP
provider
To install and configure the Enterprise PDM components:

1. Enable Microsoft IIS on the perimeter subnet server system.


See Enabling Microsoft IIS on Windows Server 2008.
2. Install the Enterprise PDM Web server component on the perimeter subnet server
system.
See Installing Enterprise PDM Web Server on page 10.
3. Ensure that the firewall to the internal network has ports 1433 and 3030 open.
4. In the Enterprise PDM Administration tool, create a new Web share.
See Adding Web Shares on page 21.
5. In the Add Web Server dialog box, for the Connection URL, enter the URL to the
public name of the Enterprise PDM Web server in the LAN domain.
6. If the internal servers have fixed IP addresses, on the perimeter server system, edit
the C:\Windows\system32\drivers\etc\hosts file. Create a system name to IP
address mapping so that the perimeter server can communicate with the internal
servers:
a) Open the hosts file in a text editor such as Notepad.
b) Add a new line for the archive server IP address and name.
c) Add another new line for the MS SQL server IP address and name.
d) Save the hosts file.

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