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 wait 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 mulitple 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 […]

Automatic Part Numbering – SOLIDWORKS PDM Professional

In this post, we are going to look at automatic part numbering in SOLIDWORKS PDM Professional. The setup takes a few minutes, but the benefits are long-lasting. For this setup, we will be creating a sequential serial number to drive our SolidWorks components (1XXXXX), a numbering system to auto number SOLIDWORKS assemblies (6XXXXX), and a list of numbers for tooling creation (T-XXXX using a pre-defined list). In this example, our engineers will utilize the numbering for SOLIDWORKS parts and assemblies. However, the tooling numbers will be setup primarily for a tooling designer. Let’s go through the setup. (IMPORTANT: ALWAYS TEST CHANGES TO FEATURES IN A TEST ENVIRONMENT BEFORE ENABLING IN […]

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 […]

Managing SOLIDWORKS toolbox files in PDM

  When it comes to managing SOLIDWORKS toolbox files in PDM there are 2 aspects to consider. Should I use SOLIDWORKS PDM to manage my toolbox files? How do I set up SOLIDWORKS PDM to manage my toolbox files? Let’s start with the first question. Some of the reasons you would want to manage your toolbox files in PDM: The need for all SOLIDWORKS users to access the same toolbox data instead of each user having their own, separate, toolbox. Capturing additional metadata, such as custom part numbers or manufacturer information. The need to limit who can modify toolbox information, as well as record who made changes. Performance improvement over […]

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 […]

InFlow Technology Recognized by Dassault Systèmes as a Platinum Partner

InFlow Technology, was honored at the annual Dassault Systèmes partner meeting – earning Platinum Partner status as well as taking home an award for the top 3DEXPERIENCE Platform provider in North America. At InFlow Technology, we provide product lifecycle management and product data management solutions, with a focus on ENOVIA, SOLIDWORKS PDM, CATIA, and SIMULIA products, services, training, and support. “It starts with providing the right solutions and our commitment to making sure our clients are successful,” said Justin Webster, Vice President, InFlow Technology. We want to build lasting partnerships with our clients.” In 2017, we added CATIA 3D modeling and design software to our solution portfolio. CATIA is used in a wide […]

Using Lists with an Alias

What is an Alias List, and how does it help me? Great questions!          An Alias list is a list of values for use on a data card. An Alias list can be used in any of the following controls: Listbox  Droplist  Combobox  Combolist  An example way to use an Alias list is with a product line that includes a generic description as well as detailed codes belonging to the description. Such as a paint code. When viewed on the data card, the above list appears as this: When a selection is made and saved, the value that alias belongs to is placed into the custom properties […]

SOLIDWORKS PDM Professional Productivity Pack – PDM Folder Permission Manager Review

Last year the InFlow team announced the development of the PDM Productivity Pack. This set of tools has been developed to enhance the capabilities of PDM Professional administrators, in any organization. The PDM Productivity Pack contains a set of utilities that have been developed by our team of PDM experts. The PDM Productivity Pack includes the following utilities; Advanced Notification, File Move Tool, BOM Export, Set Revision Add-in, Property Updater, and Folder Permission Manager. In this post, we will take a quick look at the powerful “Folder Permission Manager”. Have you ever tried setting folder permissions on a large set of PDM folders? Or my favorite; setting up an entire […]