Solidworks PDM Vault Maintenance: How to split your archive onto mulitple 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 […]

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 […]

SOLIDWORKS World 2018 Recap: The Future of PLM and Beyond

At SOLIDWORKS World 2012 in San Diego, California, Vice Chairman and CEO of Dassault Systems, Bernard Charles, introduced the 3DEXPERIENCE platform to the SOLIDWORKS community. Bernard explained the concept as “beyond PLM” connecting companies, users, and processes. The idea was introduced as a simple compass that represented the 3DEXPERIENCE platform. Over the next 6 years, the SOLIDWORKS community has been slowly introduced to details about the platform, further explaining the vision of the 3DEXPERIENCE. This year at SOLIDOWKRS World 2018 was no exception. The introduction of SOLIDWORKS 3DEXPERIENCE PLM Services on the 3DEXPERIENCE platform was unveiled by Milos Zupanski, Director or Product Portfolio Management, in one if the keynote presentations […]

SOLIDWORKS PDM Professional Productivity Pack – PDM Folder Permission Manager Review

Last year the InFlow team announced the development of the PDM Productivity Pack. This set of tools has been developed to enhance the capabilities of PDM Professional administrators, in any organization. The PDM Productivity Pack contains a set of utilities that have been developed by our team of PDM experts. The PDM Productivity Pack includes the following utilities; Advanced Notification, File Move Tool, BOM Export, Set Revision Add-in, Property Updater, and Folder Permission Manager. In this post, we will take a quick look at the powerful “Folder Permission Manager”. Have you ever tried setting folder permissions on a large set of PDM folders? Or my favorite; setting up an entire […]

Using columns with a search card in Solidworks PDM Pro and Standard

Using columns with a search card in Solidworks PDM Pro and Standard So you’ve searched for something in the vault, but the results might not have all the information you’re looking for. Can something be done to the search results so that more information is displayed when a search is run? Can these results be unique depending on which search card you use? Well, you’re in luck, in both cases it can. So how would one go about changing the different results? This is modified in the PDM Administration Tool (Start > Administration or Tools > Administration (see image 1)). If your logged-in user has

ENOVIA Search Card – What is it and how to

What is the ENOVIA Search Card? The ENOVIA Search Card is a tool contained within the SOLIDWORKS and WINDOWS Integration of ENOVIA. It is used to search SOLIDWORKS parts, assemblies and drawings inside the vault from within the integration itself. Out of the box, it is important to note that the integration only handles SOLIDWORKS file types, therefore the Search Card will be limited to only show those results. The Search Card can be found inside of your Windows Explorer once the user has clicked the 3DEXPERIENCE icon and logged in. When the user first logs into the system and before the user selects anything, the card should be the […]

That Was Easy: Using Buttons on a Data Card

That Was Easy: Using Buttons on a Data Card Have you ever wished that you could just have an “easy button” for something? Well, using SOLIDWORKS PDM Data Card controls, you can create your own! The Button control allows you to place a button on a data card that can be configured to launch a web page, open a file, browse to a location, or even run a custom add-in. Here are a couple of examples of how you can use buttons to make tasks just a bit easier. Launch a Web Page: Using a button to launch a web page is the easiest option to configure. To start, select […]