Detailed Warnings – SOLIDWORKS PDM 2018 WHAT’S NEW

Detailed Warnings in Solidworks PDM 2018! Previous Behavior In Prior versions of Solidworks PDM, transition conditions resulted in a less than informative message for users making it difficult to remedy the situation or learn from it. New Behavior SOLIDWORKS PDM 2018 provides more-detailed warning messages when a transition fails. If one or more conditions are not met, the Warnings column displays: • A warning in case of one failed condition. • A hyperlink in case of multiple failed conditions or all failed OR conditions. You can click the hyperlink to see the details of the conditions that are not met. Based on the conditions defined in the transition, the warning […]

Would SOLIDWORKS PDM Web 2 Benefit my company?

Would SOLIDWORKS PDM Web 2 Benefit my company? Primary Benefactors Companies that have vendors or off site personnel that need access to the vault but are not part of the design team would benefit from Web2. Field server might be a good example of someone that is mobile and needs to pull up drawings read only.  Web2 may give them greater accessibility to current drawings. CAD users may also benefit from it as an additional option but they would typically require a full client to take advantage of the capabilities and efficiencies presented by a full feature set.   In addition, anyone using the SOLIDWORKS PDM Legacy Web should consider upgrading […]

SOLIDWORKS: Protecting Your PDM Vault

There are many different backup strategies and related tools for company resources out there. Backing up and being able to restore your SOLIDWORKS PDM Vault can often be more important than most of your company systems for a few reasons. First, it often stores and controls access to most if not all your company’s critical intellectual properties. In addition, these files are often a work in progress and any interruption or extended downtime can translate to lost productivity and missed target dates. Finally, unlike most shared drive files, there can be extensive amounts of history for these files documented in SOLIDWORKS PDM that would be difficult if not impossible to recreate. […]

SOLIDWORKS: PDM Products Simplified

Occasionally, I will talk with a customer that is new to Solidworks Products or has been newly or temporarily assigned in an administration or project role for the company’s vault. This information is for you folks… you know who you are . 🙂 The SOLIDWORKS PDM products can be a bit confusing to short timers. The names are similar and there is not an easy way through normal communication to differentiate or identify what product you use. First, Solidworks PDM products are client server multi-user applications that helps companies control, share and make document management more efficient and effective. All Solidworks PDM Products have a vault with secure user based access […]

SOLIDWORKS: Understanding PDM Workflows

New to Solidworks PDM or considering it as a solution at your company?  Maybe you have used Solidworks PDM for years but workflows are still a bit of a mystery?  I hope to provide you some workflow basics that will take some of the mystery out of how they are configured and their benefit potential. This is not a replacement for Solidworks PDM Administration Training or a comprehensive functional description.  As always, Inflow Consultants are available to assist you in any Solidworks PDM activities that you find beyond your current capability. Definitions Here are some simple terms that will help you to understand the concepts presented. Work Product A work product […]

Self Upgrading SOLIDWORKS PDM

If you choose to self upgrade your SOLIDWORKS PDM Products there are a few things that are commonly missed and some fundamentals that should be considered for healthy system and minimal downtime.  Also don’t forget to check the SOLIDWORKS PDM System Requirements! 1) SOLIDWORKS PDM Products are highly configurable to suite many types of business and company practices. This can make upgrading SOLIDWORKS PDM to a new version of software less than intuitive. 2) Each Version can introduce new challenges or practices. Make sure your Installation guide and reference material is up to date. The Whats New guide for PDM Standard and PDM Pro can help you understand new features or developments […]

Solidworks Enterprise PDM Permissions, Revisited.

In Enterprise PDM 2015, additional permissions were made available.  Settings Permissions tends to be one of the more confusing tasks for a PDM Administrator due to the different types of permissions that can overlap and intersect with each other.  The new permissions are: Move Folder Delete Folder Add or Rename folder Move File In Prior versions it was required to have both the ability to Add a Folder or File to the Destination and Delete it from the source to perform a move. In order to perform one of these operations on a file or folder, the user will need a combination of both folder and state permissions in both source and […]

Solidworks PDM Permissions Revisited

In Enterprise PDM 2015, additional permissions were made available.  Settings Permissions tends to be one of the more confusing tasks for a PDM Administrator due to the different types of permissions that can overlap and intersect with each other.  The new permissions are: Move Folder Delete Folder Add or Rename folder Move File In Prior versions it was required to have both the ability to Add a Folder or File to the Destination and Delete it from the source to perform a move. In order to perform one of these operations on a file or folder, the user will need a combination of both folder and state permissions in both source and […]

Customize the Preview Pane in Solidworks Enterprise PDM

Preview Feature The preview feature at its core allows a user to select a file and view its contents without launching the native application and opening the file. This can be a benefit when searching for a specific item or when just looking to work faster. Perhaps a lesser known feature in Solidworks Enterprise PDM is the ability to customize this preview pane to use "other" applications beyond those supported by the default previewers. Customize Here is an example of how to customize Solidworks Enterprise PDM to use a specific application in the preview pane based on one or more file types provided. The steps required for this example may […]