Installation Manual

Introduction

Companies across various industries, including automotive, aviation, and high-tech, create and manage their intellectual property (IP) based on drawings. These drawings are created digitally using computer-aided design (CAD) applications and are shared with users outside the organization owing to business considerations. It's essential to understand the potential risks associated with sharing business information. Comprehensive security measures are essential to mitigate risks and protect sensitive data. HaloCAD, a purpose-built data protection solution, is designed to help organizations achieve this objective effectively.

How does HaloCAD for SOLIDWORKS PDM protect your Data??

The HaloCAD for SOLIDWORKS Product Data Management (PDM) solution integrates seamlessly with the PDM application, including the features of HaloCAD PROTECT and HaloCAD MONITOR while utilizing Microsoft Purview Information Protection (MPIP), formerly Microsoft Information Protection (MIP), to provide Enterprise Digital Rights Management (EDRM) capabilities.

Files in SOLIDWORKS PDM folders are closely monitored. When a file is cut or copied to a non-SOLIDWORKS PDM folder, HaloCAD intercepts it and protects it in the background on the fly before reaching the destination folder. Furthermore, any previously protected SOLIDWORKS application files or PDF files copied to the SOLIDWORKS PDM folder will be decrypted and saved. Thus, the data is always secure, no matter where the file is saved outside of SOLIDWORKS PDM. The cut or copy events are monitored and logged in a log file.

About this Manual

This manual walks you through the installation and configuration procedures unique to HaloCAD for SOLIDWORKS PDM.

Reference Manuals

The table below describes where to obtain information in the HaloCAD documentation set.

HaloCAD reference documentation

Component Functions

The following components are involved in HaloCAD architecture when deployed in an integrated environment:

1. HaloCAD Add-on for CAD

2. HaloCAD for SOLIDWORKS PDM

3. HaloENGINE

4. Azure RMS

The following list outlines the functions of each component.

HaloCAD for SOLIDWORKS PDM performs the following functions:

1. Resides on the server hosting SOLIDWORKS PDM Client.

2. Watches user-initiated cut, copy, paste, and Send to events in Windows File Explorer (explorer.exe).

3. Collects metadata for the user-selected file.

4. Obtains action and label information for the user-selected file from HaloENGINE for file processing.

5. Responsible for labeling and encrypting files.

6. Logs HaloCAD for SOLIDWORKS PDM component activities to the local log and sends monitor logs to the HaloENGINE.

HaloCAD Add-on for SOLIDWORKS performs the following functions:

1. Operates within the Dassault Systèmes SOLIDWORKS application.

2. It is responsible for protecting newly created files that are exported or saved to non-SOLIDWORKS PDM folders and displaying the permission label with enforcement.

3. Logs all add-on–related activities for auditing purposes.

HaloENGINE performs the following functions: 

1. HaloENGINE is a Java-based server component that exposes a web service to HaloCAD for Windchill.

2. Connects with Azure RMS to download MPIP labels and make them available for configuration.

3. Implements business logic.

4. Logs events received from HaloCAD for SOLIDWORKS PDM.

Requirements

The following system requirements table specifies the minimum and recommended technical specifications, such as software and network resources, necessary to run the product.

Requirements