PDM Branch/Merge

First, what is the new 2018 PDM Pro Branch/Merge? Say you have a spreadsheet file that you want to experiment with. You may make a copy of that file, make your changes. Then later if you want these changes “permanent” you save the new file on top of the original. It’s easy if you have a single file, but with an entire assembly with many files, branch/merge helps you keep track and automate the procedure. Even at first glance, the […]

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Rollback in SOLIDWORKS PDM 2017: What You Need to Know

SOLIDWORKS PDM 2017 introduced some new functionality to the rollback feature, allowing users to rollback their files with references. Before 2017, Rollback was a very simple feature, where users could take a single file and roll it back to a previous version while permanently deleting the versions after it. The process could only destroy the data associated with a single file and the wizard for completing it was simple as a result: If a file was rolled back unintentionally or […]

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Folder Permission Assignment – SOLIDWORKS PDM 2018 What’s New

Folder Permission Assignment – #SW2018 SOLIDWORKS PDM 2018 has enhanced the assignment options for explicit folder permissions. In the past, you were only allowed to select a single folder at a time to assign permissions. Now in 2018 you can select multiple folders at a time via Shift+Click, Ctrl+Click Select, or Left-drag window. The Folder Permissions area will then display one of three statuses for the permissions checkbox. All Selected Folders Some of the selected folders None of the selected […]

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Help my PDM preview won’t orbit or zoom, what’s the deal!

  Often during an upgrade from previous version to newer version of PDM you will be able to upgrade to the most recent corresponding version of eDrawings. The role that eDrawings plays in the operation of PDM has several features and benefit, but for this scenario it allows you visualize your models from within the PDM explorer preview tab, to view features and geometry on the fly without the need to open a part every time. However sometimes during the […]

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SOLIDWORKS: Filtering Configurations with ENOVIA 2016X

SOLIDWORKS configurations play a huge role in the way that many companies use the software. When it some to configurations, some companies will choose to use each configuration as a separate part number, while others choose to use the “one file, one part” methodology. No matter which method is in use in you company, you are most likely using configurations in some way, shape, or form. Even users that don’t consider configs as separate parts will most likely use them for simplified […]

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Solidworks PDM 2017 – What’s New? – Reference Tree Display Enhancements

Have you moved multiple files at once through PDM workflow, and found it to be a bit confusing, and cumbersome trying to figure out just which part may be parent to what? Especially if several parts share the same parent, but not necessarily in the same assembly? Well in Solidworks PDM 2017, the reference tree in the dialogue box while performing Get, Set Revision, Do Transition (Change state), Copy Tree, and Move Tree has had a facelift. The improvement will […]

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What’s new in Solidworks 2017? Rollbacks now include their references!

What’s new in Solidworks PDM 2017? Rollback a file with references! Rollbacks, what are they all about? Rolling back a file in PDM is often a last resort for returning a file to a previous state or version (and I’d like to add that I always recommend against using it, as most the time you can check a file out, get a previous version, then overwrite the current version with the older version) Now, with all that said, one of […]

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Decoding PLM – What’s a “data driven architecture”?

Don’t be scared off by the title of this post, it sounds complicated but it really isn’t that bad. Let me explain using movie rentals as an example. We used to roam the video store to find one we wanted to watch and hope it wasn’t checked out already. In the really old days, we had to “be kind and rewind” before racing back to the video store 5 minutes before they closed to return the movie the day it […]

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SOLIDWORKS PDM – Wildcards in Search Cards and How to Tame Them

The search cards in PDM allow you to refine your search using a number of parameters: file name, description, file owner, workflow state, and so on.  But, what if you don’t know exactly what words you’re searching for?  Enter wildcards. Wildcards are nothing new in searching, but this article will help explain how they are used in PDM. Typing in a single word will act with “implied” wildcards – one at the beginning of the word and one at the […]

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Solidworks 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 […]

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