Large Archive Servers in SOLIDWORKS PDM

You might notice that Archive Servers balloon pretty quickly. Ever wonder why that is? Well, the archive server stores ever version of every file in SOLIDWORKS PDM. So, if you have a file that has 15 versions, there are going to be 15 individual files in the PDM archive. As you add more and more files, that archive will grow and grow. As you can imagine, it becomes pretty important to know how to work with large archive servers in […]

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SOLIDWORKS PDM Local View Essentials

SOLIDWORKS PDM Local View Basics and Troubleshooting What Is a SOLIDWORKS PDM Local View? Your SOLIDWORKS PDM Local Vault View is an application mechanic that acts as a “gateway” to accessing your vault and its files. After you install SOLIDWORKS PDM, you still need to setup a Vault View in order to access your vault(s). One thing to note is that you do need to install local views for each vault on your server. This is because you control each […]

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Backing up PDM: The Minimum Requirements

Backups, Backups, Backups Whether it be due to a hard drive failure, a bad rollback, a ransomware attack, or a natural disaster, the need for data recovery is always going to strike, whether you’re ready or not. Here are some common questions you should be asking about your backups and data recovery plan when backing up SOLIDWORKS PDM. What type of backups do I need? A SOLIDWORKS PDM environment has three major components that work together. Each part is important […]

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Working From Home – SOLIDWORKS PDM

Covid-19 changing the way we work With the Covid-19 pandemic reaching far and near, many of us have resorted to working from home at times. A convenience for many, but it has had its struggles. As we all have experienced by now, children tapping us on the shoulder during meetings, the dogs barking, an occasional cat walking in front of a camera, and of course the dreaded latency of not being on that super fast local network at the office! […]

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SOLIDWORKS PDM in the Cloud

Increasingly, transitioning to the cloud is becoming the new norm. Today, there are a number of pain points that push for this transition. For example cloud hosting provides better backup solutions, out of office collaboration, outsourced maintenance and/or outsourced work. Whichever situation you find yourself in today, we are here to help! Of course, SOLIDWORKS PDM needs to be installed on a Windows Server Environment and that has always been associated with ON PREMISE. However, let me debunk that myth […]

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Working With PDM Templates

With the retirement of SOLIDWORKS Workgroup PDM, it’s time for users to move to a new product data management solution: SOLIDWORKS PDM Professional or SOLIDWORKS PDM Standard. To help you understand more about the solutions, we have several webcasts on the CATI YouTube channel showing different features about SOLIDWORKS PDM. Additionally, you can check out another blog post about what makes PDM Standard such an attractive solution. Some of my favorite SOLIDWORKS PDM Professional features include: Automated Tasks Automatically convert SOLIDWORKS drawings […]

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Open a file with a PDM data card button

Remember Hannah’s blog post showing some of the clever things you can do with SOLIDWORKS PDM data card buttons? The last topic in the article was showing how to use a data card button to open a file. I thought it would be fun to take a deeper dive into her concept to see how much further we could go. What if the AcroRd32.exe is in multiple locations within your company? It seems unlikely that everyone in a company would […]

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Delete or Destroy: SOLIDWORKS PDM

There’s a commercial that used to play all the time. It wasn’t long ago, probably within the past year. The essence of the commercial is that you wouldn’t take your child on a space mission with you because he/she will just click every button. Can you imagine the never ending question, “what does this do?” Well when people start using SOLIDWORKS PDM for the first time, that tends to be the first question our of their mouth. This week, we’re […]

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How Can You Save Money with PDM Standard?

Saving Money with PDM Standard What is PDM Standard? PDM Standard is a free tool that exists within any SOLIDWORKS Professional or SOLIDWORKS Premium license. This means that if you have at least SOLIDWORKS Professional today, then you can start using PDM Standard as well. Obviously, there are tremendous benefits to using a PDM system. And having access to a free tool right now makes this avenue appealing for many people. Today, let me walk you through how you can […]

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You have reached the end of the revision list?

In SOLIDWORKS PDM, if you choose to assign your revision number component with a value from a list, you have three options of what you want PDM to do when a user has reached the end of the revision list. My old standby joke here is to “Refuse the operation” and send an e-mail to human resources, because if someone that makes that many revisions to a file, they should be fired. That joke is fourteen years old. It has […]

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