Getting started with Kenesto Add-Ins for SOLIDWORKS and Solid Edge

Kenesto Add-Ins for SOLIDWORKS and Solid Edge add extended capabilities to the CAD packages, when used with Kenesto Drive.

  • The Kenesto CAD Add-ins are not supported with Kenesto Free accounts
  • In order to use Kenesto CAD Add-ins you need to have Kenesto drive service installed, and the documents need to be saved in Kenesto
  • In order for Kenesto CAD add-ins to work correctly with SOLIDWORKS, it needs to be installed for all Kenesto users in the organization

Download the Kenesto CAD Add-ins from here

Calculate Dependencies

For the current assembly or drawing on the screen, this functionality will find all of the dependencies in the CAD model that are referenced. This function will only accept items that are in the Kenesto Drive. It will give a list of any documents that are referenced, but not included in the Kenesto Drive.

Manage Dependencies

There are three tabs in the panel: Dependencies, Revisions, Where Used.

The Dependencies panel shows all of the current dependencies for the on-screen assembly or drawing. The small eye in the 5th row down allows the user to view the document in the web viewer. Using the Add Dependencies button, any type of file in the Kenesto Drive can be added. An example of a document that might be added would be a specification, or test results. If the dependencies for this document were ever to be recalculated, those that were manually added would remain untouched. Alternatively, the mouse button menu allows for Insert (add) or Delete any selected row. Double clicking a selected row on the table will open the document in the CAD Application.

The Revision panel shows all of the revisions for the document on the screen. A new revision can be added by means of the Add Revision button. Revisions may also be added and deleted by the right mouse button menu. There is a view button on the left of the Revision Name, and the down arrow on the right, downloads the selected revision as a zip file which contains all of the components with their versions for this particular revision.

The Where Used panel shows list of all of the documents that reference the document shown on the screen. This will be the complete list, if and only if, the dependencies were calculated for all of the document in the Kenesto Drive. The view button to the left of the name can be used to view the document in the web viewer, without need to open it in the CAD program. Double clicking a selected row on the table will open the document in the CAD Application.

Replace and Rename

The Rename the current object by another and the Replace the current object by another button perform very similar functions. They both change objects referenced in assemblies. The difference is that the Replace command replaces the object currently referenced in assembly(s) by another already existing object, while the Rename will rename the current object to a new name and replace the name in assembly(s) by the new name.

The dialog picture above shows the selection of the object to replace, while the picture below shows the renaming of the object.

The user is then presented with a dialog which allows for the selection of all of the affected assemblies, none of them, or just some of them.

Find all the documents which do not have dependencies

This command is used to list all of the specified types of document for which the dependencies have not been identified to Kenesto. A dialog is presented to the user to select a folder within the Kenesto Drive to search for the documents which lack dependencies.

This picture shows list of the documents, the drop down at the top can be used to select drawings instead of assemblies.

Check-In and Check-Out

These two commands only have relevance when a document is in a vault. A document that has not been checked out will be opened read only in the CAD application. This means that while the document can be modified, it cannot be saved as the original name. It can be save as a different name. If the user uses the check-out command in the add-in, then the document till be closed and reopened with read-write permissions, assuming that no one else has already checked this document out. Should that be the case, then the user will be given an error message and the check-out will have failed. After the user has saved the document, he can check it in. If the user does not check the document in at that time, it still has read write permissions and other people will not be able to check it out.

Check-in a list of documents and Unlock a list of documents

Both of these commands perform a similar function. The user is presented with a list of documents that have either been checked out and not yet checked in, or in the other case, as list of documents that he has locked and the lock has not been released. A document may be left locked when it was opened by a program, and the computer shut down, without the document having been saved and closed. Given the list, the use can then select all of the documents, some of the documents or none of the document to check-in or unlock as appropriate.

Supplement for SOLIDWORKS Assemblies

SOLIDWORKS documents are generally opened with full access, Read/Write. In the normal course of event, if a user opens an assembly, then all of the dependent documents are opened with full access. If these parts and assembly files are shared with others, say by means of a shared disk on the network, including VPN, then all write access is denied to anyone else who then tries to open any of these files.

To overcome the blocking of all other users from editing files in an assembly opened by a different user, an option was added in Tools->Options->ExternalReferences, which is named Open referenced documents with read-only access. When checked, this option will internally mark the part or assembly as read-only. This action has no effect on the status of the file in the operating system. It is still opened for read/write. When using a PDM system from SolidWorks, each user has local copies of the files that were checked out. Opening any of the files in this mode will not cause the PDM system to lock the files and prevent others from editing those files. Buttons in SolidWorks “Get write access” and “Make read only” inform the PDM system that the use to edit and save a component and wished to relinquish that ability, respectively.

Using the Kenesto Addin for SolidWorks, the user has similar capability, when sharing documents inside and outside of the Company. Even though there is one master copy of each of the files, they are not locked, when the user has selected Tools->Options->ExternalReferences-> Open referenced documents with read-only access option. They only locked when the user obtains write access, and the lock is release when read-only access is resumed. The Kenesto add-in provides the same button as SOLIDWORKS, “Get write access” and “Make read only”, and they perform the same function as within SOLIDWORKS. The equivalent buttons from the SOLIDWORKS menu should not be used.

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