SOLIDWORKS: PDM 101 – File Types and Duplicate File Control

An often overlooked area of SOLIDWORKS PDM is the File Type options found in the admin tool. These options allow you to control how duplicate files are handled in your vault. You can disallow all duplicates or only include certain file types. There are a couple other settings, but those are only required if you use items or if your drawing previews need troubleshooting. The main reason for opening file types is to configure duplicate file rules. Before we dive into what you can do with files types, let’s talk about what is under the File Types node. The list that you see in the image below will be different […]

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 encounter a snag while doing your own administrative image installation, here are a few recommended decisions to help get you and your team back up and running quicker. Decision Tree: […]

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 ability to fix a “non-critical” issue on a document without pushing the file through a state change or revision change. Allow users to change “common parts” in your vault without […]

SOLIDWORKS PDM 101: Content Search – Explore Inside Your Files

Content search is a feature that has been available in SOLIDWORKS PDM for many years. It was on a brief hiatus when Windows Server dropped support for the key feature that made content search possible. Well, its back with Windows Server 2012 and SOLIDWORKS PDM Professional! If you are new to content search, this feature allows your PDM users to search within the text of files stored in the system. For example, if you search for the phrase “Critical Change”, all files with that text anywhere in the document will be returned. This can be very useful if you have a lot of files that do not have metadata to […]

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. Make sure your Installation guide and reference material is up to date. The Whats New guide for PDM Standard and PDM Pro can help you understand new features or developments […]

InFlow Technology releases InFlow CONVERT for PDF Conversion

InFlow CONVERT for PDF Conversion In January, InFlow Technology officially released our new PDF conversion tool for SOLIDWORKS PDM Professional. The new application, called InFlow CONVERT, extends the capability of the out of the box PDF conversion tasks, with over 100 available source formats and improved scalability and performance. Improved performance InFlow CONVERT can send PDF publish requests to one of many configured “PDF Drones,” built to process hundreds of requests an hour. If your PDF conversions are not keeping up with demand, simply add more drones to improve the speed. The InFlow CONVERT command center will automatically determine which drone is available and send the request. More file support […]

SOLIDWORKS 2017 What’s New: SOLIDWORKS PDM Professional Database Replication – #SW2017

SOLIDWORKS PDM Professional 2017 now supports database replication which can be useful in high latency or high usage environments. This is only available in PDM Professional (and not PDM Standard) and requires Microsoft SQL Enterprise Edition 2012 or higher. The way it works is by setting up secondary SQL server(s) that can assist a primary server with “read” type database requests which in turn reduces the load on the primary server. The primary server will still handle any read/write operations such as check ins/outs, workflow transitions, and datacard updates. The secondary servers will handle operations such as folder browsing, contains, where used, UI responsiveness, search, BOM, data card viewing, RMB […]

SOLIDWORKS 2017 What’s New – PDM Task Enhancements: Generate MBD 3D PDFs, DXF to PDF & MS Office to PDF Conversions – #SW2017

SOLIDWORKS PDM Professional 2017 introduces a number of new enhancements in the tasks for converting various file types. The first being a new output format for SOLIDWORKS files. For SOLIDWORKS MBD users, the Convert task in PDM Professional can be set up to automatically generate SOLIDWORKS MBD 3D PDFs. To set this up, in the properties of the Convert task select the ‘Conversion Settings.’ Then set the Output file format to ‘3D PDF – MBD.’ Once set, you can then select the themes to use for Parts and Assemblies (if the theme is in your PDM Professional vault, it must be cached before task execution) and which views to publish. […]

SOLIDWORKS PDM 2017 What’s New – Latest Version Overwrite – #SW2017

In PDM 2017 there is a new feature that is as powerful and potentially risky as the “Rollback” function. “Latest Version Overwrite” gives a user the ability to overwrite the latest version of the file with the most current version of a file. If data storage is a worry for your company, “Latest Version Overwrite” may be the simple solution it needs. File cleanup can be automated through workflows or allowed per user’s discretion. In normal PDM function, a new version of a file is created EVERY time a file or its corresponding metadata is altered and checked back in. In the archive server each version is a separate file […]