{"id":48154,"date":"2025-03-19T00:17:08","date_gmt":"2025-03-18T23:17:08","guid":{"rendered":"https:\/\/ohmycad.com\/1-best-practices-for-working-with-others\/"},"modified":"2025-03-19T00:17:08","modified_gmt":"2025-03-18T23:17:08","slug":"1-best-practices-for-working-with-others","status":"publish","type":"post","link":"https:\/\/ohmycad.com\/en\/1-best-practices-for-working-with-others\/","title":{"rendered":"1. Best Practices for Working with Others"},"content":{"rendered":"<h3 style=\"text-align: justify;\">Introduction<\/h3>\n<p style=\"text-align: justify;\">Regardless of whether your product is made up of a small or large number of components, during the design process it is common for several people or teams to be working on the project, sometimes at the same time.<\/p>\n<p>This chapter explains the basic concepts, best practices and configuration parameters of the SOLIDWORKS and 3DEXPERIENCE environment.<\/p>\n<div class=\"hs-embed-wrapper hs-fullwidth-embed\" style=\"position: relative; overflow: hidden; width: 100%; height: auto; padding: 0px; min-width: 256px; display: block; margin: auto; text-align: justify;\" data-service=\"youtube\" data-responsive=\"true\">\n<div class=\"hs-embed-content-wrapper\">\n<div style=\"position: relative; overflow: hidden; max-width: 100%; padding-bottom: 56.5%; margin: 0px;\"><iframe width=\"200\" height=\"113\" src=\"https:\/\/www.youtube.com\/embed\/pfgRU0-_Uak?list=PLG_cYn2MLrdT0KJqI-vW3hYm8nkw_fbpd\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" allowfullscreen=\"\" style=\"position: absolute; top: 0px; left: 0px; width: 100%; height: 100%; border: none;\" loading=\"lazy\"><\/iframe><\/div>\n<\/div>\n<\/div>\n<h3 style=\"text-align: justify;\">&nbsp;<\/h3>\n<h3 style=\"text-align: justify;\"><strong>About file status<\/strong><\/h3>\n<p style=\"text-align: justify;\">Let&#8217;s start by understanding the information presented in MySession in SOLIDWORKS.<\/p>\n<p style=\"text-align: justify;\"><img decoding=\"async\" alt=\"save status1\" class=\"hs-image-align-center\" height=\"272\" style=\"height: auto; width: 688px;\" src=\"https:\/\/8764694.fs1.hubspotusercontent-na1.net\/hubfs\/8764694\/save%20status1.png\" width=\"688\" loading=\"lazy\"><img decoding=\"async\" alt=\"save status 2\" class=\"hs-image-align-center\" height=\"285\" style=\"height: auto; width: 688px;\" src=\"https:\/\/8764694.fs1.hubspotusercontent-na1.net\/hubfs\/8764694\/save%20status%202.png\" width=\"688\" loading=\"lazy\"><img decoding=\"async\" alt=\"save status 3\" class=\"hs-image-align-center\" height=\"270\" style=\"height: auto; width: 688px;\" src=\"https:\/\/8764694.fs1.hubspotusercontent-na1.net\/hubfs\/8764694\/save%20status%203.png\" width=\"688\" loading=\"lazy\"><\/p>\n<h3 style=\"text-align: justify;\"><strong>Lock \/ Unlock<\/strong><\/h3>\n<p style=\"text-align: justify;\">How do you make sure you&#8217;re <strong>the only one working on the file<\/strong>? With the lock\/unlock system! <\/p>\n<p style=\"text-align: justify;\">A file can be :<\/p>\n<ul style=\"text-align: justify;\">\n<li>Unlocked<\/li>\n<\/ul>\n<p>Anyone can lock the file to make changes. If you modify a file without locking it, the backup will be blocked and you will have to lock the file. <\/p>\n<p>Click on &#8220;Lock all&#8221; to save.<\/p>\n<p style=\"text-align: justify;\"><img decoding=\"async\" class=\"hs-image-align-none\" style=\"height: auto;\" src=\"https:\/\/8764694.fs1.hubspotusercontent-na1.net\/hubfs\/8764694\/image-png-Aug-31-2023-02-02-09-7574-PM.png\" loading=\"lazy\"><\/p>\n<ul style=\"text-align: justify;\">\n<li>Locked by yourself<\/li>\n<\/ul>\n<p style=\"text-align: justify;\">This tells everyone that you are editing the file. You are authorized to save freely. <\/p>\n<ul style=\"text-align: justify;\">\n<li>Locked by someone else<\/li>\n<\/ul>\n<p style=\"text-align: justify;\">This displays the person who has locked the file and is probably currently modifying it. You can&#8217;t save the file, unless you create a new revision of it (make sure you know all about revisions in 3DEXPERIENCE). <\/p>\n<h3 style=\"text-align: justify;\">&nbsp;<\/h3>\n<h3 style=\"text-align: justify;\"><strong>Opening files from 3DEXPERIENCE<\/strong><\/h3>\n<ul style=\"text-align: justify;\">\n<li>If you open a file from 3DEXPERIENCE with an empty local cache folder, the files are downloaded to this local cache.<\/li>\n<li>If your local cache is not empty (meaning you have already opened this file at some point), SOLIDWORKS will open the files from the local cache folder instead of downloading them from the cloud. This means that <strong>the geometry may not be up to date.<\/strong> <\/li>\n<\/ul>\n<p style=\"text-align: justify;\">This behavior reduces overall loading time by downloading only the necessary files.<\/p>\n<div class=\"hs-callout-type-caution\" style=\"text-align: justify;\" data-hs-callout-type=\"caution\">\n<p>The save status indicates whether the file is up-to-date or not. We recommend checking the save status as soon as the file is opened in SOLIDWORKS! <\/p>\n<\/div>\n<p style=\"text-align: justify;\">&nbsp;<\/p>\n<p style=\"text-align: justify;\">This is an example of a file opened from the local cache that is out of date &#8211; it must be reloaded from the server:<\/p>\n<p style=\"text-align: justify;\"><img decoding=\"async\" class=\"hs-image-align-center\" style=\"height: auto;\" src=\"https:\/\/8764694.fs1.hubspotusercontent-na1.net\/hubfs\/8764694\/image-png-Aug-31-2023-01-41-24-9475-PM.png\" loading=\"lazy\"><\/p>\n<p style=\"text-align: justify;\">If you see this icon: you must reload from the server. This will overwrite the files in your local cache folder (and therefore, in SOLIDWORKS). Here&#8217;s the command:  <\/p>\n<p style=\"text-align: justify;\"><img decoding=\"async\" class=\"hs-image-align-none\" style=\"height: auto;\" src=\"https:\/\/8764694.fs1.hubspotusercontent-na1.net\/hubfs\/8764694\/image-png-Aug-31-2023-01-45-38-2433-PM.png\" loading=\"lazy\"><\/p>\n<div class=\"hs-callout-type-caution\" style=\"text-align: justify;\" data-hs-callout-type=\"caution\">\n<p>Warning: be careful with this command! It overwrites the files selected for reloading to their last saved state in 3DEXPERIENCE. So, if you&#8217;ve made any changes to these files in SOLIDWORKS, your work will be lost!  <\/p>\n<\/div>\n<p style=\"text-align: justify;\">&nbsp;<\/p>\n<h3 style=\"text-align: justify;\">Is your backup status up-to-date?<\/h3>\n<p style=\"text-align: justify;\">By default, the SOLIDWORKS MySession parameter &#8220;refresh my session after opening files&#8221; is activated, so that you can be sure of obtaining the correct registration status after opening files.<\/p>\n<div style=\"text-align: justify;\" data-position=\"center\" data-size=\"large\"><img decoding=\"async\" class=\"hs-image-align-none\" style=\"height: auto;\" src=\"https:\/\/dspart005-eu1-partners-3dswym.3dexperience.3ds.com\/api\/media\/streammedia\/id\/gBJ1t0YoS6eUoga73Ml3Ow\/type\/picture\/key\/o1\/update\/660a4d5ba4eecf43c1c9a747957379ef\" loading=\"lazy\" data-status=\"Reloaded\" data-to-width=\"390\" data-crop=\"1\" data-type=\"MediaNoPicture\" data-is-link=\"false\" data-media-type=\"picture\" data-content-type=\"media\" data-content-id=\"gBJ1t0YoS6eUoga73Ml3Ow\" data-media-id=\"gBJ1t0YoS6eUoga73Ml3Ow\" data-to-height=\"203\" data-width-to-display=\"390\" data-sprite-key=\"o1\" data-sprite-type=\"1\" data-fingerprint=\"660a4d5ba4eecf43c1c9a747957379ef\"><\/div>\n<p style=\"text-align: justify;\">If you&#8217;re not sure you have the right backup status, you can manually update MySession :<\/p>\n<p style=\"text-align: justify;\"><img decoding=\"async\" class=\"hs-image-align-center\" style=\"height: auto;\" src=\"https:\/\/8764694.fs1.hubspotusercontent-na1.net\/hubfs\/8764694\/image-png-Aug-31-2023-01-47-07-6128-PM.png\" loading=\"lazy\"><\/p>\n<div class=\"hs-callout-type-warning\" style=\"text-align: justify;\" data-hs-callout-type=\"warning\">\n<p>Warning: MySession is not updated automatically. You must update it manually, and we recommend that you do so regularly. <\/p>\n<p>We hope that Dassault Syst\u00e8mes will make it automatic in the future&#8230;<\/p>\n<\/div>\n<h3 style=\"text-align: justify;\">&nbsp;<\/h3>\n<h3 style=\"text-align: justify;\">What happens if I forget?<\/h3>\n<p style=\"text-align: justify;\">If a user forgets to update MySession, 3DEXPERIENCE will automatically check the latest status of all loaded files when saving changes. If file changes are detected, the user is warned that his local copies of these files are not the latest versions. <\/p>\n<p>At this point, the user has a choice:<\/p>\n<ul style=\"text-align: justify;\">\n<li>Cancel the save operation, reload the necessary files from the server, then save.<\/li>\n<li>Ignore these files and continue recording<\/li>\n<\/ul>\n<div style=\"text-align: justify;\" data-position=\"center\" data-size=\"large\"><img decoding=\"async\" class=\"hs-image-align-none\" style=\"height: auto;\" src=\"https:\/\/dspart005-eu1-partners-3dswym.3dexperience.3ds.com\/api\/media\/streammedia\/id\/CGCyRlmcQreUnIhmjQBPHw\/type\/picture\/key\/o1\/update\/4c148fad8ea9be203cd496121dd75f48\" loading=\"lazy\" data-status=\"Reloaded\" data-to-width=\"565\" data-crop=\"1\" data-type=\"MediaNoPicture\" data-is-link=\"false\" data-media-type=\"picture\" data-content-type=\"media\" data-content-id=\"CGCyRlmcQreUnIhmjQBPHw\" data-media-id=\"CGCyRlmcQreUnIhmjQBPHw\" data-to-height=\"334\" data-width-to-display=\"565\" data-sprite-key=\"o1\" data-sprite-type=\"1\" data-fingerprint=\"4c148fad8ea9be203cd496121dd75f48\"><\/div>\n<div style=\"text-align: justify;\" data-position=\"center\" data-size=\"large\">&nbsp;<\/div>\n<h3 style=\"text-align: justify;\">Summary of best practices<\/h3>\n<p style=\"text-align: justify;\">Here are the steps for working collaboratively in SOLIDWORKS Connected :<\/p>\n<p style=\"text-align: justify;\">1. Open files from 3DEXPERIENCE<\/p>\n<p style=\"text-align: justify;\">2. Check registration status<\/p>\n<p style=\"text-align: justify;\">3 (Optional: refresh MySession to update status)<\/p>\n<p style=\"padding-left: 40px; text-align: justify;\">a. If the files display this icon, reload the necessary files from the server.<\/p>\n<p style=\"text-align: justify;\"><img decoding=\"async\" class=\"hs-image-align-center\" style=\"height: auto;\" src=\"https:\/\/8764694.fs1.hubspotusercontent-na1.net\/hubfs\/8764694\/image-png-Aug-31-2023-02-14-58-9662-PM.png\" loading=\"lazy\"><\/p>\n<p style=\"text-align: justify;\">4. Lock the files you are going to modify<\/p>\n<p style=\"text-align: justify;\">5. Modify design<\/p>\n<p style=\"text-align: justify;\">6. Refresh MySession regularly to obtain the correct file status if you suspect that other people have made changes.<\/p>\n<p style=\"text-align: justify;\">7. Save in 3DEXPERIENCE<\/p>\n<p style=\"text-align: justify;\">8. Make sure the backup status is green!<\/p>\n<p style=\"text-align: justify;\"><img decoding=\"async\" class=\"hs-image-align-none\" style=\"height: auto;\" src=\"https:\/\/8764694.fs1.hubspotusercontent-na1.net\/hubfs\/8764694\/image-png-Aug-31-2023-02-17-03-9589-PM.png\" loading=\"lazy\"><\/p>\n<p style=\"text-align: justify;\">&nbsp;<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Introduction Regardless of whether your product is made up of  &#8230;<\/p>\n","protected":false},"author":283,"featured_media":0,"comment_status":"","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"content-type":"","footnotes":""},"categories":[476,583],"tags":[],"class_list":["post-48154","post","type-post","status-publish","format-standard","hentry","category-solidworks-3dexperience-en","category-working-with-others"],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.4 (Yoast SEO v27.5) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>1. 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