Enterprise PDM/SOLIDWORKS PDM Professional: Upgrade Test Licensing

Enterprise PDM, soon to be known as PDM Professional, has undergone some changes in terms of licensing in 2015 and later. No longer will a new license file be needed to upgrade from one major release to another. Instead, PDM will be utilizing the same type of SolidNetworkLicense Manager as SOLIDWORKS has been using for years. This allows all of the PDM license to be updated and activated online using the serial numbers that you can access from the SOLIDWORKS customer portal. However, this may pose as an issue if you are looking to set up a new test environment for upgrading. If you are setting up a brand new […]

Enterprise PDM: Unexpected Incorrect User Password

There have been some recent instances where a user may attempt to log into Enterprise PDM, only to see a SolidWorks Enterprise PDM Login error claiming that “The entered user name or password is incorrect”. This may happen even though the user has logged into Windows using the exact same credentials, no passwords were recently changed and IT has not made any changes to the server. This can be caused by inconsistencies between the cached user information on the local servers and network location. There a few options that can be taken to gain access to the vault again: The user could simply reset their Windows password, reboot their machine […]

Enterprise PDM 2015 Shortcut Creates Incomplete Folder Paths – SPR 877773

For any Enterprise PDM users that utilize a custom shortcut to access folders inside of Enterprise PDM, you will be experiencing some improper behavior when upgrading to Enterprise PDM 2015. After accessing Enterprise PDM 2015 through the custom shortcut, the file path will actually be incomplete and characters will have been removed. Typically it is the first two characters of each folder name. This issue is addressed in SPR 877773, so please contact your local reseller and ask them to add you to this SPR so that you may be contacted once they have completed a fix for this issue. Until then, the only workaround is to either delete the […]

Creating SOLIDWORKS Drawing Templates with Enterprise PDM

The process of creating a SOLIDWORKS drawing template seems to be very lacking in the amount of training resources available. I would like to take some time to explain how the main components work together and show some best practices for creating and configuring your SOLIDWORKS templates. The first component is what I refer to as the DOT file, and is the base template that you will use for your files. This file is where you can configure various settings about the file that will be created, such as the paper size, dimensioning styles, hatch patterns, etc. (most everything under Tools > Options). To create a SOLIDWORKS part or assembly […]

SOLIDWORKS Enterprise PDM Best Practice: Non Revision Changes

When working with design documents, 9 times out of 10 the designer wants to make sure that any changes they make are recorded via revisions. Enterprise PDM does a fantastic job of doing this for us by automating the revisions through the workflows that we have set up. We release files for physical production, and when changes need to be made, we send them to a different state, make the changes and re-release them. Viola, new revision! However, what happens when we need to modify something simple on a released file? Say… a typo or new dimension? We don’t really want to create a new revision for the part or […]

Create an Enterprise PDM Report

Enterprise PDM comes with an extremely capable search tool, however there are instances where some advanced reporting is necessary. Typically this more in depth information can easily be acquired by an administrator creating an SQL query to access that information. But what about the rest of the users who don’t have access to the SQL Server Management Studio yet still to search for this information? That is where the Enterprise PDM Report tool comes in handy! Creating a report for Enterprise PDM is relatively easy, but it does involve some additional coding on top of the standard SQL query. Below is the text for a standard template for creating a […]

AutoCAD EPDM Add-In Setup

Installing the AutoCAD Enterprise PDM Add-In To install or the Enterprise PDM Add-In for AutoCAD you will need to modify the local installation of SolidWorks Enterprise PDM. Open up the Windows “Programs and Features” Select “SolidWorks Enterprise PDM” and choose to Change and Modify the installation. Continue through the installation wizard until the Add-Ins window appears and make sure to check “AutoCAD” and select the currently installed version. There is no need to modify any other settings. Continue through the installation wizard until finished. Adding the Enterprise PDM Toolbars to AutoCAD If the SolidWorks Enterprise PDM Add-In is installed, it will need to be activated inside of AutoCAD. This will […]

AutoCAD EPDM Add-In Setup

Installing the AutoCAD Enterprise PDM Add-In To install or the Enterprise PDM Add-In for AutoCAD you will need to modify the local installation of SolidWorks Enterprise PDM. Open up the Windows “Programs and Features” Select “SolidWorks Enterprise PDM” and choose to Change and Modify the installation. Continue through the installation wizard until the Add-Ins window appears and make sure to check “AutoCAD” and select the currently installed version. There is no need to modify any other settings. Continue through the installation wizard until finished. Adding the Enterprise PDM Toolbars to AutoCAD If the SolidWorks Enterprise PDM Add-In is installed, it will need to be activated inside of AutoCAD. This will […]

SolidWorks Enterprise PDM (EPDM): Update a Data Card List through the Data Card

It’s not uncommon to have lists inside of an EPDM data card that is continuously being updated and on most occasions the lists must be updated by either modifying as static text list or a list inside of the SQL database. Updating a data card list on the fly by standard EPDM users can be accomplished by using an SQL list that looks at information already in the EPDM vault, such as folder names or variable values. Here is an example of an EPDM template that will create a customer folder, assign a customer name variable and update the lists. List sub-folders of a specific parent folder Here is the […]

Display the Enterprise PDM File Version in a SolidWorks Drawing

Enterprise PDM uses two different items to keep track of a file's latest version. The first is by using "revisions". Any time a file is checked out of the vault, modified, saved and checked back into the vault, a new revision of that file is created. The second is a revision scheme. Each time a document goes through the necessary approval process a new revision is created. Usually this revision is populated on the drawing or document to ensure that the recipient is viewing the latest released version. This is controlled via the Enterprise PDM workflow set up and may vary to contain minor revisions as well. Another available option […]