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 […]

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SOLIDWORKS PDM 101: Setting Document Revisions

In a previous article, we discussed the inner workings of PDM versions. In a nutshell, versions are the way PDM tracks the changes to individual files. Every time we make an official change to a file, a new version is created and added to the file’s history. The good news is that the system handles versions for us automatically. If you want to know more about versions and how they work, check out our last PDM 101 here. People often […]

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SOLIDWORKS: PDM Products Simplified

Occasionally, I will talk with a customer that is new to Solidworks Products or has been newly or temporarily assigned in an administration or project role for the company’s vault. This information is for you folks… you know who you are . 🙂 The SOLIDWORKS PDM products can be a bit confusing to short timers. The names are similar and there is not an easy way through normal communication to differentiate or identify what product you use. First, Solidworks PDM products […]

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SOLIDWORKS: Help!!! I Have Cyclic PDM References

I have seen, on more than one occasion, an assembly that has multiple cyclic references in an assembly. Now, I totally understand that when you’re under a deadline, it may save time initially to just copy a part to use for another assembly as opposed to searching your vault, especially if you have a large data set that can take a considerable amount of time, also assuming the description is incorrect, etc. However, as previously noted, while you may be […]

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SOLIDWORKS PDM 101: What is a Document Version?

One of the fundamental parts of any PDM system is its ability to track the history of documents. How it tracks that history can vary from system to system. With SOLIDWORKS PDM, it does this through document versions. So, that begs the question, “What is a Version in the SOLIDWORKS PDM vault?” The short answer is that a version is a “snap shot in time” of a particular document. Versions are created in PDM as we make changes to the […]

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SOLIDWORKS: Registry Update to Connect PDM Clients to a New Server

If you moved your SOLIDWORKS PDM Professional or SOLIDWORKS PDM Standard database or archive server components to a new server, your existing clients will not be able to connect, as the server connections are hard-coded into the registry.  The best way to point to the new server is to remove the vault view and re-add it.  However, you can also edit the registry to make this change.  You will need to change the keys for the database server and the […]

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SOLIDWORKS: Understanding PDM Workflows

New to Solidworks PDM or considering it as a solution at your company?  Maybe you have used Solidworks PDM for years but workflows are still a bit of a mystery?  I hope to provide you some workflow basics that will take some of the mystery out of how they are configured and their benefit potential. This is not a replacement for Solidworks PDM Administration Training or a comprehensive functional description.  As always, Inflow Consultants are available to assist you in any […]

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SOLIDWORKS: Administrative Image Installation Troubleshooting

Utilizing administrative image installation for a system administrator can allow you to customize multiple installations and deploy the installation to all clients with one command, which allows all users to have the same install and setup. This can make the admin install process significantly easier and provide uniformity throughout the company. However, as you can imagine, there are several steps that need to be perfected for this process to work and to be deployed to all users. In the unlikely event that you […]

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SOLIDWORKS: PDM Overwrite Latest Version Option – New in 2017

PDM Overwrite Latest Version Option In the 2017 release of SOLIDWORKS PDM Professional and Standard, a new feature was added to allow users to replace previous versions of documents in the vault. When a user checks in a file, they can choose the “Overwrite Latest Version” option when checking in the file. The benefits: Cut down on all the versions that get stored in the archive as users are checking in their files each day. Give a power user the […]

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Self Upgrading SOLIDWORKS PDM

If you choose to self upgrade your SOLIDWORKS PDM Products there are a few things that are commonly missed and some fundamentals that should be considered for healthy system and minimal downtime.  Also don’t forget to check the SOLIDWORKS PDM System Requirements! 1) SOLIDWORKS PDM Products are highly configurable to suite many types of business and company practices. This can make upgrading SOLIDWORKS PDM to a new version of software less than intuitive. 2) Each Version can introduce new challenges or practices. […]

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