SOLIDWORKS PDM 2019 What’s New – File Shortcut Menu – #SW2019

SOLIDWORKS 2019 What’s New – File Shortcut Menu – #SW2019 This 2019 release of SOLIDWORKS PDM will have updates to accessibility to specific PDM functions, such as Check-In or Get Latest, throughout the vault. This blog will focus on the Right Mouse Click menu in specific tabs on the Window Explorer. In previous versions of SOLIDWORKS PDM, the File Shortcut Menu was only available in the Windows Explorer File View. This meant that right clicking on a file that you would find in areas such as the Where Used or BOM tabs gave you limited functionality. You couldn’t check these files out or move them through the workflow. To do […]

SOLIDWORKS 2019 What’s New – Conditional Notifications in PDM Workflows (PDM Professional Only) – #SW2019

New functionality in SOLIDWORKS PDM Professional 2019 is the introduction of Conditional Notifications in Workflows. Prior to the 2019 release of SOLIDWORKS PDM Professional, notifications would be sent to users (or groups of users) during a transition between states. While the you could make the recipients of the notification dynamic (selectable by the user performing the transition), there was not a way to define when to not send the notification at all. With 2019, in the Workflow editor, you can create a new type of notification called a Conditional Notification. Conditional Notifications work, like you may have guessed like Transition Conditions. The difference being that while Transitions Conditions are used […]

Updating your Solidworks PDM Add ins

What are Solidworks PDM Add ins and why do I need to update them? Add ins are managed in the Solidworks PDM Administration Tool and provide additional functionality either out of the box in the case of PDF conversion and dispatch or custom programming solutions. Add ins are currently unique to PDM Professional users. When do you need to Update your Add ins? Add ins should be updated whenever you update your version or service pack of Solidworks PDM to ensure proper functionality. Add ins are not updated automatically by your installer and require manual updating. How to update your Add ins… Upgrade your Solidworks PDM Server and at least […]

PDM Pro Exclusive Features

SOLIDWORKS PDM Standard and Pro are both robust data management solutions. However, PDM Pro has a number of exclusive features, any one of which could be a significant piece of a company’s data management solution. Let’s look at some of those features. Replication This feature allows companies to share data across multiple locations. Each location has its own archive server, this is where all vaulted files, both CAD and other, are stored. Data created each day at one location can be shared, via a set schedule, with each other location. Because files are local they are fast to retrieve. Each archive server works in conjunction with a single SQL database […]

SOLIDWORKS Manage Dashboards

Ever since SOLIDWORKS Manage was introduced at our Design Innovation Summits last fall, People and companies have been interested in finding out more about this product. For those of you who attended one of our Design Innovation Summits, or have done some self-guided investigation, you are probably familiar with the 4 main Pillars of Manage. For those who are not, those Pillars are: Dashboards and Reports Project Management BOMS and Records Process Management In this blog post we will take a look at one area in Manage, the SOLIDWORKS Manage Dashboards. SOLIDWORKS Manage, along with it’s integration into PDM, provides a comprehensive tool to help you keep track of documents […]

SOLIDWORKS PDM Vault Maintenance: How to split your archive onto multiple discs

Is your Vault Server (known as the Archive Server) nearly out of space? PDM has functionality to help you make space temporarily until the situation can be rectified or simply choose to span files across multiple drives. **WARNING** Due NOT relocate Files while users are in the vault. Doing so could risk file or data corruption. Preparation Ensure User activity is stopped. Logins may be blocked from the admin tool and License usage may be checked from the Licensing section of the admin tool for Solidworks PDM 2015 and up. If possible, having users check in files is always a good precaution. Backup Solidworks PDM Recovery Files in the event […]

Automatic Part Numbering – SOLIDWORKS PDM Professional

In this post, we are going to look at automatic part numbering in SOLIDWORKS PDM Professional. The setup takes a few minutes, but the benefits are long-lasting. For this setup, we will be creating a sequential serial number to drive our SolidWorks components (1XXXXX), a numbering system to auto number SOLIDWORKS assemblies (6XXXXX), and a list of numbers for tooling creation (T-XXXX using a pre-defined list). In this example, our engineers will utilize the numbering for SOLIDWORKS parts and assemblies. However, the tooling numbers will be setup primarily for a tooling designer. Let’s go through the setup. (IMPORTANT: ALWAYS TEST CHANGES TO FEATURES IN A TEST ENVIRONMENT BEFORE ENABLING IN […]

Configuring Copy Tree: Making Sense of all the Options

Configuring Copy Tree: Making Sense of all the Options At first glance, the SOLIDWORKS PDM Copy Tree wizard can be somewhat daunting with all the buttons, check boxes, and drop-down menus. If you are familiar with the SOLIDWORKS Pack and Go, the interface is very similar, with additional options specific to PDM. To access the wizard, highlight a file in the PDM Explorer View, and navigate to Tools>Copy Tree. In the upper left corner of the wizard there is an Edit box for your default output destination, as well as a number radio buttons and checkboxes for different settings. Default Destination: This box allows you to choose where you want […]

Managing SOLIDWORKS toolbox files in PDM

When it comes to managing SOLIDWORKS toolbox files in PDM there are 2 aspects to consider. Should I use SOLIDWORKS PDM to manage my toolbox files? How do I set up SOLIDWORKS PDM to manage my toolbox files? Let’s start with the first question. Some of the reasons you would want to manage your toolbox files in PDM: The need for all SOLIDWORKS users to access the same toolbox data instead of each user having their own, separate, toolbox. Capturing additional metadata, such as custom part numbers or manufacturer information. The need to limit who can modify toolbox information, as well as record who made changes. Performance improvement over accessing […]

SOLIDWORKS PDM Card input Formulas: Capabilities and Limitations

This topic will be most useful to those with some experience working with Solidworks PDM administration. I intend to clarify questions about an aspect of Cards and PDM capability that often arises during new implementations and PDM configuration. Cards provide a large part of Solidworks PDM’s capability. They are often both familiar and confusing to those looking to build a vault that best fits with their internal operations. The are familiar in that they appear to be a form that contains data which are common in all aspects of our business and personal lives. The full capability however is not easily discerned as the mechanics are very specific to PDM […]