I have a few projects on my local workstation and I would like to move them to the server. what is the best way to move the files so that I don't create any problems? I have all the files for one project in one folder. can I just cut and past to the directory on the server?
This is a big problem for alot of companies, especially if you have multiple users working on the same project.
Many companies use a PDM system for this and other tasks.
There is a way to do it easier without a PDM system. You could use SolidWorks Explorer also. I did a quick search on the SolidWorks Sub site but could not find the reference up there. I have it all in a word document if you or anyone else is interested.
Here's something that might help. I believe that the following was copied out of the SW help files:
When you open any parent document, the other documents that are referenced in the parent document are loaded into memory also. In the case of assemblies, components are loaded in memory according to the suppression state they were in when the assembly was saved. By default, the software searches for referenced documents in the following order:
1) The paths specified in the Folders list, if the Search file locations for external references check box is selected.
See File Locations Options (for the Folders list) and External References Options (for the Search file locations for external references check box.)
2) The last path you specified to open a document.
3) The last path the system used to open a document (in the case of the system opening a referenced document last).
4) The path where the referenced document was located when the parent document was last saved.
5) The path where the referenced document was located when the parent document was last saved with the original disk drive designation.
6) If a referenced file still is not found, you are given the option to browse for it.
NOTE: All updated reference paths in the parent document are saved when you save the parent document.
Thanks to Matt, who originally posted it back in 2001. If you think about the above for a while, you will realize that it is really easy for the software to find the wrong stuff if you have parts and assemblies with the same names.
Here's another post from the same year where Ed Eaton talks about what happens before you get to the above priorities:
So, SolidWorks has a hierarchy, which it uses to evaluate which referenced file to use. It goes in the following order
1) named file in memory. If a part with the correct name is already open, it will use that one, regardless of directory structure on your hard drive, or even if it is the appropriate file. This is why it is critical that you never name a file simply 'flange', 'bracket', 'caster', or any other generic name that may appear in other assemblies that you work on. The way to go is always' left flange for hyperspace coil 6-2-01 spacely sprockets ', or a unique part number if your company is into that sort of thing.
2) the 'in use directory'. If a part of the correct name exists in the 'in use directory' (most of the time, the directory where your assembly resides), SW will use that one, even if you had made explicit attempts to point the assembly to use a part in a different directory. SW doesn't care about good intentions.. it just cares about its internal rules regarding file locations (tip! use this to your advantage when substituting one part for another!)
3) The specified directory for the file. Only after SW has run the prior two checks, will it even bother to find the part in the location where you actually specified that it would be.
Jerry Steiger Tripod Data Systems "take the garbage out, dear"
If you look the same data up in the SW04 help, the list of 6 paths where SW looks for referenced docs has expanded to 13, and honestly, I can't make heads nor tails of it. At least the old list you posted was understandable.
"Jerry Steiger" wrote in news:c6u9n5$getc6$1 @ID-200869.news.uni-berlin.de:
Read the SW help re: search directories. There is a list of the sequence SW goes through to find referenced files.
One aspect of this is that SW searches the relative path before the absolute path. If you copied an entire directory "project" from "C:/project" to "D:/archive/project", and opened a drawing or assembly from the new "D:/archive/project" location, SW will search for components before it searches "C:/project".
You may want to run some experiments to gain trust in moving and copying entire directory structures.
I tried to get SW to explain the process of how SW looks for files because we had trouble with SW finding same named files all over the network. The response was that it was complicated. When I asked how to know just where SW actually got a file from the answer was that that information was buried deep in the code. Neither answer was very useful.
Below is the current search order as described in the online help. At first glace it looks confusing, but closer inspection and taking a little time to see what is described in each example, the search sequence makes sense. The only thing that appears to be incorrectly stated is when the search actually kicks in.
Note the first sentence where it says "When a referenced Document cannot be found, SolidWorks performs a search to locate the document." The way I would understand that is that the search routine does not kick in until a document is not found where it was last saved at the time the document that referred to it was saved. But I see that in the current search order below, SolidWorks searches the last saved location in step 12. Why would it do that if it had already determined that the referred document was not there? Could this be a doublecheck, or does this search only apply if either the referred document or the referring document is moved as in the example below? A few simple tests would reveal the answer, so I did that for my own understanding of the process. I am using SW 2004 with SP03.
Test1 In Tools, Options, Referenced Documents, I added the path to a folder on another network drive, then in External References, I selected the option to "Search file locations for external references". I then opened an assembly that referred to several components, looked at the properties of one of the components, saw the folder that it was being referenced from, closed the assembly without saving it and closed SolidWorks. I then copied the component part file from the current folder to the folder I added to "Referenced Documents" using Windows Explorer. When I opened the assembly and looked at the properties, I saw that it was now referring to the file located in the "Referenced Documents" folder.
This would indicate to me that at least if you select the option to "Search file locations for external references", the search criteria is always used, even if nothing has changed in either of the files, not just if a referenced document is not found as the online help states.
Test2 In Tools, Options, External References, I unchecked the option to "Search file locations for external references". I closed all documents and moved the copy of the referenced document from the "Referenced Documents" folder to the same folder as the assembly that referred to it. When I opened the assembly, the part file that was referred to was the one in the assembly's folder.
This indicates that step 8 in the search was performed before step 12, since the path of the active document (the assembly) was found before the original path. This indicates to me that, the search criteria is ALWAYS used, even if nothing has changed in either of the files, not just if a referenced document is not found as the online help states.
It is unclear until closer inspection that Steps 2 thru 7 are dependent on the Tools, Options setting for "Search file locations for external references" and are skipped entirely if not seleted.
From SolidWorks 2004 help, reformatted for text only readablity... _________________________________________________________ Searching for Referenced Documents
When a referenced document cannot be found, SolidWorks performs a search to locate the document. For example, this search may occur when you open a drawing and the referenced assembly cannot be found or when you resolve a lightweight component in an assembly and the component cannot be found.
When a referenced document is found, the software updates the path to the referenced document in the parent document. When you save the parent document, the updated path is saved as well.
The Rules column below describes the search routine that the software uses to locate a missing referenced document.
The Examples column shows the paths that the software checks using the following scenario:
The assembly was last saved as C:\zz\a1.sldasm. You move the assembly to D:\ss\tt\a1.sldasm.
The first part in the assembly was last saved as C:\qq\p1.sldprt. You do not move this part.
The second part in the assembly was last saved as C:\zz\yy\xx\p2.sldprt. This part is missing either through deletion, renaming, or some other file management mistake.
There are two paths in the Folders list of the File Locations Options dialog box: D:\aa\bb\ and E:\cc\dd\
You click File, Open to open a1.sldasm in its new location.
Rules and Examples ______________________________
Uses any open document with the same name.
Examples: If p2.sldprt is in another open document, SolidWorks uses this version of p2.sldprt.
Searches the first path that you specify in the Folders list in the File Locations Options dialog box.
NOTE: You must select the Search file locations for external references check box in the External References Options dialog box or else SolidWorks ignores the paths that you specify.
Searches the path in Step 2 plus the last folder in the path where the referenced document was last saved.
Searches the path in Step 2 plus the last two folders in the path where the referenced document was last saved.
Repeats Step 4 until the full original path has been appended to the the path in Step 2.
NOTE: This concept of adding one folder at a time from the full path will be called "recursive searching" in the following steps.
Recursively searches the first path in the Folders list, then recursively searches the path where the referenced document was last saved.
Repeats Steps 2 through 6 for the other folders in the Folders list.
Searches the path of the active document, then recursively searches the path where the referenced document was last saved.
Searches the path where you last opened a document, then recursively searches the path where the referenced document was last saved.
NOTE: In most cases, the path of the active document and the path where you last opened a document are the same.
The two paths are different if you click File, Open to open one document, then drag and drop an assembly from Windows Explorer into that document. The path of the active document is the path from Windows Explorer and the path where you last opened a document is the path from File, Open.
Examples: same as Step 8
Searches the path where the software last found a referenced document.
Examples: C:\qq\p2.sldprt This is the location of p1.sldprt.
Searches the full path where the document was last saved without a drive designation.
Examples: This is useful if you save a part with a UNC path such as \\machine\folder\p2.sldprt.
Searches the full path where the document was last saved with its original drive designation.
Allows you to browse for the document yourself.
Examples: n/a _________________________________________________________ End of SolidWorks Help Exerpt.