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 […]

SOLIDWORKS PDM Professional 2016 Upgrade Tip

For those users looking to upgrade to SOLIDWORKS PDM Professional from Enterprise PDM or those looking to simply upgrade to the latest service pack, you have to make sure to upgrade your database.  In previous versions, the upgrade utility was in the service pack download.  In 2016, PDM is included in the SOLIDWORKS installation process, so you now have to look for the upgrade tool in that location.  The default location (which you can change during installation) is located here: "C:\Users\loginname\Documents\SolidWorks Downloads\SOLIDWORKS 2016 x64 SP02\swpdmserver\Upgrade" Run the upgrade.exe tool to upgrade your database.  You will want to make sure you back up your database first, unless you want to risk […]

Activating Archive Server Compression in SOLIDWORKS PDM Professional

When using SOLIDWORKS PDM Professional (Enterprise PDM), the vault can occupy large amounts of disk space due to all the versions being stored from day to day. To save on disk space, you may want to enable compression on the archive server. Enabling compression will automatically compress all older versions in the vault, leaving the latest version uncompressed. As users request older versions, those files are uncompressed on-demand when they are sent to the user. However, on the server, they remain compressed to save on disk space. Below are the steps for enabling compression manually. Keep in mind that each archive server has to be set up individually. Because each […]

Enterprise PDM/SOLIDWORKS PDM Professional: Upgrade Test Licensing

Enterprise PDM, soon to be known as PDM Professional, has undergone some changes in terms of licensing in 2015 and later. No longer will a new license file be needed to upgrade from one major release to another. Instead, PDM will be utilizing the same type of SolidNetworkLicense Manager as SOLIDWORKS has been using for years. This allows all of the PDM license to be updated and activated online using the serial numbers that you can access from the SOLIDWORKS customer portal. However, this may pose as an issue if you are looking to set up a new test environment for upgrading. If you are setting up a brand new […]

Enterprise PDM: Unexpected Incorrect User Password

There have been some recent instances where a user may attempt to log into Enterprise PDM, only to see a SolidWorks Enterprise PDM Login error claiming that “The entered user name or password is incorrect”. This may happen even though the user has logged into Windows using the exact same credentials, no passwords were recently changed and IT has not made any changes to the server. This can be caused by inconsistencies between the cached user information on the local servers and network location. There a few options that can be taken to gain access to the vault again: The user could simply reset their Windows password, reboot their machine […]