SOLIDWORKS PDM Administrators…are you looking for more training?

SOLIDWORKS PDM Administrators…are you looking for more training? Since the SOLIDWORKS PDM product was introduced 10+ years ago, InFlow team members have trained hundreds of administrators. Recently, some of our administrators have asked for more. They are looking for classes to get a bit more out of the system, especially covering advanced topics or topics not covered in any training class. Earlier this year, we released 2 new classes and conducted those new classes for the first time in October. The first class launched was the SOLIDWORKS PDM Advanced Administrator class covering the following items in a 2 day class: Advanced Data Card Techniques Advanced Search Card Techniques Advanced Workflow […]

Solidworks PDM Local View Basics and Troubleshooting

There are some Unique aspects to Solidworks PDM in respect to other common software applications.  One of those unique aspects is the “Local View”.  This is written especially for those of you that are either new users of Solidworks PDM or responsible for installations or administration. What Is a Solidworks PDM Local View? Your Solidworks PDM Local View is an application mechanic that is rather unique compared to most applications. After the Solidworks PDM application is installed there is an additional utility called a “view setup” that must be run for the user to access files in a vault. Since vaults are singularly controlled entities, each vault will require its […]

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 […]

Export Search Results from Embedded Search – #SW2018

New in SOLIDWORKS PDM 2018, you now can export search results from the Embedded Search Window. Prior to 2018, this capability was only available in the Dedicated Search Tool which opened in a separate window. Additionally, because PDM Standard does not provide access to the Dedicated Search Tool, that meant that you could not export search results from PDM Standard. So an added benefit is that you can now export search results from PDM Standard searches. There are two new buttons\options displayed within the search interface embedded within Windows Explorer which allow you to export search results. Selecting the first of these two new buttons (Open search results) will open […]

Enhanced Permission Control – Undo Check Out – #SW2018

With SOLIDWORKS PDM 2018 you now have the option of allowing your entire administration group to undo the check out of a file checked out by another user on a different machine. Once the check out is undone, a comment is also placed in the history of the file. In the past, only the “admin” user was allowed the permission of undoing a check out on a different machine. It also was not tracked in the history of the file. The undo check out comment does not get added when a user undoes the check out of their own documents, but only when a user undoes the check out of […]

What are the special options available for Solid works licensing? Pun intended…

During the occasionally instance here at Inflow we get asked what the “edit” button allows you to do in the Solidworks Network License manager. If you were to click on this button from the Solidworks Network license manager you would be able to control various licenses settings for each user or group who uses the Solidworks software, which can allow greater functionality and decreased time. As noted earlier there are several option available to you that will allow you to have increased functionality and access to your users if you the option file setting. First and foremost, when setting up the option file it is critical to save the notepad […]

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 PDM Hyperlink Query

We have seen many instances where a SOLIDWORKS PDM administrator would like to provide hyperlinks to files inside the vault.  The hyperlinks would be used to quickly open files inside the vault from 3rd party applications like an ERP system. Problem: you need to use a special syntax link for your hyperlink, otherwise the file you need will not automatically cache into the explorer folder on your PDM client.  In other words, you cannot use “C:\Vault Name\Folder Name\filename.sldprt” as your link.  If the file is not already cached, the user will get a “file not found” error.  The following syntax is required in a URL link: conisio://<vaultname>/<action>?projectid=<ProjectID>&documentid=<DocumentID>&objecttype=1 Where: <vaultname> is […]

SOLIDWORKS 2017 SP4 support information release

  An important issue was identified in the SOLIDWORKS 2017 SP4 release. The problem reported is that with SOLIDWORKS 2017 SP4 Closing files in SOLIDWORKS with the SOLIDWORKS PDM Client add-in enabled may cause SOLIDWORKS to become unresponsive. This problem affects the SOLIDWORKS 2017 SP4 software used in conjunction with SOLIDWORKS PDM 2017 SP0 – SP4. The workarounds available for this problem are: If you have not already, Do NOT install SOLIDWORKS 2017 SP4 Do not use the SOLIDWORKS PDM Client add-in within SOLIDWORKS 2017 SP4. Uninstall SOLIDWORKS 2017 SP4 and reinstall SOLIDWORKS 2017 SP3 or earlier. SOLIDWORKS PDM 2017 SP4 does not need to be uninstalled since the root […]

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. […]