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 – User Comments – #SW2019

This 2019 release will feature enhanced granularity in mandatory comment control, now including mandatory state change options, and check-in/version comments. This means that you have the ability to now make commenting on state changes mandatory, creating the opportunity for more detailed document history. If you go into the PDM Administration tool, you’ll find the following new options: Must enter version comments Must enter state change comments As found in Administrative Permissions for a group shown below: As found in state permissions from the group properties dialog box shown below: As found in transition permissions from the group properties dialog box shown below: Because this is controlled at both the administrative […]

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 […]

Automating Vault View Distribution Using a File Vault View Setup File

When it comes to installing SOLIDWORKS and PDM on multiple client machines, the process can be tedious depending on how you approach it. Using a SOLIDWORKS Admin Image is a great way to deploy different components of the installations to different machines, but because the View Setup for PDM is outside of the installation, it can’t be included with the main part of the image. Whether you are planning to install a new PDM Client on five, fifty, or five-hundred machines, walking through the View Setup Wizard on every machine that needs to connect can be very time consuming. By creating a File Vault View Setup File (.cvs), this time […]

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 […]

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 […]

Configuring Menus for Your PDM Users

In some cases, PDM Admins are not aware of the option to customize various PDM menus for their users. The page to do this can be found by right-clicking a user or group in the PDM Admin tool and selecting Settings. Then the Menus page or node can be selected, and controls will be visible to change the menu options that appear to users when they are viewing files in the vault in Windows Explorer. Keep in mind that menu options available to users still depend on their permissions in PDM. See below for a screenshot showing the node to select. Let’s briefly discuss the controls you can use to […]

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 […]

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

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 […]