SOLIDWORKS PDM Administrators…are you looking for more training?

SOLIDWORKS PDM Administrators…are you looking for more training? Since the SOLIDWORKS PDM product was introduced 10+ years ago, InFlow team members have trained hundreds of administrators. Recently, some of our administrators have asked for more. They are looking for classes to get a bit more out of the system, especially covering advanced topics or topics not covered in any training class. Earlier this year, we released 2 new classes and conducted those new classes for the first time in October. The first class launched was the SOLIDWORKS PDM Advanced Administrator class covering the following items in a 2 day class: Advanced Data Card Techniques Advanced Search Card Techniques Advanced Workflow […]

Solidworks PDM Local View Basics and Troubleshooting

There are some Unique aspects to Solidworks PDM in respect to other common software applications.  One of those unique aspects is the “Local View”.  This is written especially for those of you that are either new users of Solidworks PDM or responsible for installations or administration. What Is a Solidworks PDM Local View? Your Solidworks PDM Local View is an application mechanic that is rather unique compared to most applications. After the Solidworks PDM application is installed there is an additional utility called a “view setup” that must be run for the user to access files in a vault. Since vaults are singularly controlled entities, each vault will require its […]

Detailed Warnings – SOLIDWORKS PDM 2018 WHAT’S NEW

Detailed Warnings in Solidworks PDM 2018! Previous Behavior In Prior versions of Solidworks PDM, transition conditions resulted in a less than informative message for users making it difficult to remedy the situation or learn from it. New Behavior SOLIDWORKS PDM 2018 provides more-detailed warning messages when a transition fails. If one or more conditions are not met, the Warnings column displays: • A warning in case of one failed condition. • A hyperlink in case of multiple failed conditions or all failed OR conditions. You can click the hyperlink to see the details of the conditions that are not met. Based on the conditions defined in the transition, the warning […]

What are the special options available for Solid works licensing? Pun intended…

During the occasionally instance here at Inflow we get asked what the “edit” button allows you to do in the Solidworks Network License manager. If you were to click on this button from the Solidworks Network license manager you would be able to control various licenses settings for each user or group who uses the Solidworks software, which can allow greater functionality and decreased time. As noted earlier there are several option available to you that will allow you to have increased functionality and access to your users if you the option file setting. First and foremost, when setting up the option file it is critical to save the notepad […]

SOLIDWORKS PDM Hyperlink Query

We have seen many instances where a SOLIDWORKS PDM administrator would like to provide hyperlinks to files inside the vault.  The hyperlinks would be used to quickly open files inside the vault from 3rd party applications like an ERP system. Problem: you need to use a special syntax link for your hyperlink, otherwise the file you need will not automatically cache into the explorer folder on your PDM client.  In other words, you cannot use “C:\Vault Name\Folder Name\filename.sldprt” as your link.  If the file is not already cached, the user will get a “file not found” error.  The following syntax is required in a URL link: conisio://<vaultname>/<action>?projectid=<ProjectID>&documentid=<DocumentID>&objecttype=1 Where: <vaultname> is […]

SOLIDWORKS 2017 SP4 support information release

  An important issue was identified in the SOLIDWORKS 2017 SP4 release. The problem reported is that with SOLIDWORKS 2017 SP4 Closing files in SOLIDWORKS with the SOLIDWORKS PDM Client add-in enabled may cause SOLIDWORKS to become unresponsive. This problem affects the SOLIDWORKS 2017 SP4 software used in conjunction with SOLIDWORKS PDM 2017 SP0 – SP4. The workarounds available for this problem are: If you have not already, Do NOT install SOLIDWORKS 2017 SP4 Do not use the SOLIDWORKS PDM Client add-in within SOLIDWORKS 2017 SP4. Uninstall SOLIDWORKS 2017 SP4 and reinstall SOLIDWORKS 2017 SP3 or earlier. SOLIDWORKS PDM 2017 SP4 does not need to be uninstalled since the root […]

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 dates. Finally, unlike most shared drive files, there can be extensive amounts of history for these files documented in SOLIDWORKS PDM that would be difficult if not impossible to recreate. […]

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 ask if file versions and file revisions are the same thing. In some other systems, the term is interchangeable. That means whenever a change is completed by the user the […]

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 are client server multi-user applications that helps companies control, share and make document management more efficient and effective. All Solidworks PDM Products have a vault with secure user based access […]

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 saving time initially, the implications to having duplicate parts can be astronomic, several versions down the road, especially if the assembly is to be used in multiple other upper level […]