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Locking Settings with an Admin Image in SOLIDWORKS

Locking Settings with an Admin Image in SOLIDWORKS

Table of Contents


Have you ever had a user make changes to their settings and they use the
incorrect templates or library feature? The 2017 release has come up with a
way to allow locking the system settings.

You will need to create and deploy an admin image to initiate this. After you
have created an image open the Option Editor. Then select to edit the Global
Settings.

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Client Installation Options must point to a settings file exported from the SOLIDWORKS Settings Administrator.

From the Client Installation Options we will need to set this to ā€œUse a
settings file exported from the SOLIDWORKS Settings Administrator.ā€ Then
select the ā€œLaunch Settings Administratorā€ button.

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Importing SOLIDWORKS 2017 options from this computer is the first step to adding setting locks.

This will launch the administrator and here we select how we want to apply
settings. To be able to add the locks we will need to select ā€œImport
SOLIDWORKS 2017 options from this computerā€ then ā€œNextā€.

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Each imported SOLIDWORKS setting can be applied individually and locked with its own checkbox.

This will launch the SOLIDWORKS 2017 settings for this computer and Apply
which ones you want. There is also a check box to Lock them as well.

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After choosing which settings to apply and lock, selecting Next moves on to building the settings image.

When we have these set to your preferences for Apply & Lock select Next.

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Menu customization is the setting that carries the locked options into the deployment image.

We then can select which of the settings will be pushed into the image to be
used for the clients like the Copy Settings Wizard from previous versions. The
ā€œMenu customizationā€ is what will bring the Locked options. We are almost
complete one more Next and we are ready to save.

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The Finish options control whether locked settings apply only the first time SOLIDWORKS runs or every time.

The Finish options for what will happen when the users look at the settings
are decided here. Decide will these be applied just the first time the run
SOLIDWORKS or every time and will this include any customization and will the
locks be applied. There is also control on if this will be applied even when
off line from the network and what API controls will do.

There is also settings on what the user will see in the pop up when they
encounter a locked setting. Including can they override them if they use a
password. Now we can save these I do recommend saving them to the same folder
the image is at so this can moved to a shared server location if not created
on one.

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The settings file path must be edited to a UNC path once it’s placed on the shared server.

Once we have this located on the shared server location we can edit the path
for the settings file to make it a UNC path that is needed.

After this has been deployed to the clients and they open their options the
will see things like this.

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A locked setting prompts users for a password and tells them who to contact to make a change.

Then if the lock is selected they will possibly get a prompt like this below.
With who to contact for the password to allow the change

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Entering the password unlocks only that single setting, and can be required every time it changes.

This will then unlock this item only and they can change it. Now how this is
handled after this is all in the setup. You can set it up to always need the
password to change or only the first time changing it. In this writing I set
this to be needed every time so if you use the exact same selected settings
the users will be prompted to unlock each item separately every time they go
to the options.

This should get you started on looking into using the lock options. If you
have any questions or run into an issue with this please contact your local
Reseller for assistance.

Picture of Dave Padelford

Dave Padelford

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