Web Server Guide
Web Server Guide
Web Server Guide
Legal Notices.................................................................................................................4
2
Contents
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.
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.
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.
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.
7
SolidWorks Enterprise PDM Web Access
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
For instructions on opening ports, see the SolidWorks Enterprise PDM Installation Guide.
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2
Installing Enterprise PDM Web
Server
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
9
Installing Enterprise PDM Web Server
Folder Option
ISAPI Extensions
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/
10
Installing Enterprise PDM Web Server
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.
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.
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3
Configuring Enterprise PDM Web
Server
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
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 found The URL to the virtual directory is incorrect.
14
Configuring Enterprise PDM Web Server
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:
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:
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.
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
17
Configuring Enterprise PDM Web Server
You can also launch the setup manually by running \setup\setup.exe from the
SolidWorks Enterprise PDM DVD.
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.
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4
Administering Enterprise PDM Web
Server
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 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.
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Administering Enterprise PDM Web Server
You must have Can create web share permission in the vault to create Web shares.
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.
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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.
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.
<html>
<title>Enterprise PDM Web Access</title>
<body>
<iframe
src="http://wolverine/EnterprisePDMWeb/client.asp?config=Engineers&simple">
</body>
</html>
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Administering Enterprise PDM Web Server
<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>
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.
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Administering Enterprise PDM Web Server
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://...).
Configuration name Type a name. It does not need to match anything in the archive
server vaults.
Description
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Administering Enterprise PDM Web Server
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.
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.
Name You can modify the web share name. The name does not have to match
the name of the directory in the vault.
Description
25
Administering Enterprise PDM Web Server
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
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
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.
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.
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
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.
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.
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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.
If you create an administrative install image for the full client, the Web components
are included.
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
Set up the users in the Enterprise PDM administration tool using a thick client.
30
Enterprise PDM Web Client
The type of transitions that you can perform using the Web client are limited.
31
Enterprise PDM Web Client
Closing all the Internet Explorer windows where the Web client is loaded
Changing to a different Web configuration
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.
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Enterprise PDM Web Client
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.
Delete Deletes selected items from vault and local working folder.
Check In Checks in selected files and updates file vault with changes.
Properties Shows property dialog box and file or folder data card for selected
item.
33
Enterprise PDM Web Client
Size
34
Enterprise PDM Web Client
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.
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Enterprise PDM Web Client
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.
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
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.
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
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
Folders/Subfolders Options
40
Appendices
Folders/Subfolders Options
ISAPI Extensions
5. Click OK.
6. Close the Control Panel.
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.
41
Appendices
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.
42
Appendices
43
Appendices
44