Backing up PDM: The Minimum Requirements

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, ready or not. Here are some common questions you should be asking about your backups and data recovery plan for SOLIDWORKS PDM: What type of backups do I need? A SOLIDWORKS PDM environment has three major components that work together. Each part Is important to the recovery of the system. PDM […]

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PDM Search from the command line

Today I set a goal for myself to figure out a way to search for files in my PDM Pro vault from the command line. It is true that I can start the search tool from the command line. (<install dir>\search.exe), but I wanted something faster. I just want to type the command and a file name, hit enter, and have my file appear in Windows Explorer right before my eyes. I certainly could create an application with Visual Studio, […]

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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 […]

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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 […]

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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 […]

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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 […]

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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 […]

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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 […]

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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 […]

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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 […]

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