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 […]

SOLIDWORKS PDM 2017 What’s New – Copying Group Permissions and Group Members – #SW2017

With SolidWorks PDM 2017 comes a feature that will have admins everywhere celebrating. Right now the quickest way to copy group permissions and group members is manual and error prone (scroll down to the bottom to see this method). In the NEW! 2017 Admin tool it only requires a few clicks. After creating and naming a new group, go to its Group Properties, select Copy from Group, and choose the desired source group. Click Next and OK. That’s it! Inconsistent group settings are thing of the past. By utilizing a template group, new groups can be quickly created so only customization remains, saving precious time and money. Current Method In […]

SOLIDWORKS PDM One Click Open Files

Recently with all of the Windows upgrades we have been receiving support calls regarding why some/all files are opening from the vault with one click. Although this is not a PDM setting but rather a Windows one, we thought we would share the most common solution to this issue. Below are a few screen shots of there that setting in windows is and how to correct it for the entire vault. To begin, below is a screenshot of my local vault (at the root, this is an important step) with the Organize menu displayed in the top left corner. Here you will select "Change folder and search options". Here, on […]

Seeing an Mail client error when accessing SOLIDWORKS PDM eDrawings Preview?

Recently, we have seen reports that users see an outlook mail error sometimes when attempting to use the edrawings preview functionality in SOLIDWORKS PDM.  You may be wondering why eDrawings is referencing a mail client.  It is because there is functionality in eDrawings to send the file to others.  This function relies on Microsoft Messaging Application Program Interface (MAPI). Here is the error you may see: "Either there is no default mail client or the current mail client cannot fulfill the messaging request…"   According to the Microsoft Knowledge Base, It is possible that a corrupt registry is causing the error.  For information about how you may be able to […]

SOLIDWORKS PDM Standard – Missing SQL Management Studio Tools?

  I recently did an installation of SOLIDWORKS PDM Standard and I know I selected the option for SQL Management Tools. Once the installation completed, I couldn't find the SQL Management Studio Tools in the Applications list anywhere. (Head scratching & self-doubt set in).   Not to worry, I checked the Installation Guide and found a great section: "Installing the SQL Server Express Management Studio" I followed along and the installation progressed right up until it failed, figures! Turns out (in this case) .net 3.5 was NOT already installed, thus the failure. Once I installed the Windows Component of .net 3.5 from the Control Panel, I was able to resume […]

Solidworks Enterprise PDM Permissions, Revisited.

In Enterprise PDM 2015, additional permissions were made available.  Settings Permissions tends to be one of the more confusing tasks for a PDM Administrator due to the different types of permissions that can overlap and intersect with each other.  The new permissions are: Move Folder Delete Folder Add or Rename folder Move File In Prior versions it was required to have both the ability to Add a Folder or File to the Destination and Delete it from the source to perform a move. In order to perform one of these operations on a file or folder, the user will need a combination of both folder and state permissions in both source and […]