SOLIDWORKS PDM 101: Content Search – Explore Inside Your Files

Content search is a feature that has been available in SOLIDWORKS PDM for many years. It was on a brief hiatus when Windows Server dropped support for the key feature that made content search possible. Well, its back with Windows Server 2012 and SOLIDWORKS PDM Professional! If you are new to content search, this feature allows your PDM users to search within the text of files stored in the system. For example, if you search for the phrase “Critical Change”, all files with that text anywhere in the document will be returned. This can be very useful if you have a lot of files that do not have metadata to […]

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 2017 What’s New: SOLIDWORKS PDM Professional Database Replication – #SW2017

SOLIDWORKS PDM Professional 2017 now supports database replication which can be useful in high latency or high usage environments. This is only available in PDM Professional (and not PDM Standard) and requires Microsoft SQL Enterprise Edition 2012 or higher. The way it works is by setting up secondary SQL server(s) that can assist a primary server with “read” type database requests which in turn reduces the load on the primary server. The primary server will still handle any read/write operations such as check ins/outs, workflow transitions, and datacard updates. The secondary servers will handle operations such as folder browsing, contains, where used, UI responsiveness, search, BOM, data card viewing, RMB […]

SOLIDWORKS 2017 What’s New – PDM Task Enhancements: Generate MBD 3D PDFs, DXF to PDF & MS Office to PDF Conversions – #SW2017

SOLIDWORKS PDM Professional 2017 introduces a number of new enhancements in the tasks for converting various file types. The first being a new output format for SOLIDWORKS files. For SOLIDWORKS MBD users, the Convert task in PDM Professional can be set up to automatically generate SOLIDWORKS MBD 3D PDFs. To set this up, in the properties of the Convert task select the ‘Conversion Settings.’ Then set the Output file format to ‘3D PDF – MBD.’ Once set, you can then select the themes to use for Parts and Assemblies (if the theme is in your PDM Professional vault, it must be cached before task execution) and which views to publish. […]

SOLIDWORKS PDM 2017 What’s New – Latest Version Overwrite – #SW2017

In PDM 2017 there is a new feature that is as powerful and potentially risky as the “Rollback” function. “Latest Version Overwrite” gives a user the ability to overwrite the latest version of the file with the most current version of a file. If data storage is a worry for your company, “Latest Version Overwrite” may be the simple solution it needs. File cleanup can be automated through workflows or allowed per user’s discretion. In normal PDM function, a new version of a file is created EVERY time a file or its corresponding metadata is altered and checked back in. In the archive server each version is a separate file […]

SOLIDWORKS PDM 2017 What’s New – Copying Group Permissions and Group Members – #SW2017

With SolidWorks PDM 2017 comes a feature that will have admins everywhere celebrating. Right now the quickest way to copy group permissions and group members is manual and error prone (scroll down to the bottom to see this method). In the NEW! 2017 Admin tool it only requires a few clicks. After creating and naming a new group, go to its Group Properties, select Copy from Group, and choose the desired source group. Click Next and OK. That’s it! Inconsistent group settings are thing of the past. By utilizing a template group, new groups can be quickly created so only customization remains, saving precious time and money. Current Method In […]

SOLIDWORKS PDM One Click Open Files

Recently with all of the Windows upgrades we have been receiving support calls regarding why some/all files are opening from the vault with one click. Although this is not a PDM setting but rather a Windows one, we thought we would share the most common solution to this issue. Below are a few screen shots of there that setting in windows is and how to correct it for the entire vault. To begin, below is a screenshot of my local vault (at the root, this is an important step) with the Organize menu displayed in the top left corner. Here you will select "Change folder and search options". Here, on […]

PLM decoded – What’s a BOM?

WARNING: Do not read this post out loud in an airport or on a plane! What’s a BOM? In the context of companies that design and manufacture products, BOM is short for Bill of Material. I like to think of a BOM as a shopping list of items needed to make a product. If your product is a bicycle, your BOM would include tires, spokes, frame, seat, handlebars, and all the other items needed to build a ready-to-ride bike. It would also include important information like how many of each part is required and which of the seats you stock is the right one for this bike. The BOM might […]

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 […]

SOLIDWORKS PDM 2016

Just this week SOLIDWORKS announced the pre-release of SOLIDWORKS 2016.  Included in the release is a face lift on ENTERPRISE PDM, which includes a name change to SOLIDWORKS PDM Professional.  No longer will the EPDM abbreviation be used, but instead the product naming will line up with the other products distributed by SOLIDWORKS (i.e. SIMULATION).  In addition, SOLIDWORKS is launching a brand new product for PDM called SOLIDWORKS PDM Standard.  This product will be a trimmed down version of SOLIDWORKS PDM Professional (formally EPDM), designed for smaller teams of engineers at a single site.  More blogs will come out in the coming weeks with the new look, new features, and Standard vs. […]