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 101: What is a Document Version?

One of the fundamental parts of any PDM system is its ability to track the history of documents. How it tracks that history can vary from system to system. With SOLIDWORKS PDM, it does this through document versions. So, that begs the question, “What is a Version in the SOLIDWORKS PDM vault?” The short answer is that a version is a “snap shot in time” of a particular document. Versions are created in PDM as we make changes to the files in the system. By default, all the files in PDM are locked down and read-only (vaulted). In order to make a change, we have to take ownership of that […]

SOLIDWORKS: Registry Update to Connect PDM Clients to a New Server

If you moved your SOLIDWORKS PDM Professional or SOLIDWORKS PDM Standard database or archive server components to a new server, your existing clients will not be able to connect, as the server connections are hard-coded into the registry.  The best way to point to the new server is to remove the vault view and re-add it.  However, you can also edit the registry to make this change.  You will need to change the keys for the database server and the archive server if you have moved both the SQL database and the archive server to new hardware or renamed existing hardware. On each client, update the SOLIDWORKS PDM registry keys […]

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 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 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 & EPDM Full Downloads

If you've used SOLIDWORKS for more than a year you've likely needed to download an update. Those of us who've been around even longer know that this takes a bit of time and its worth getting right. For the newer folks it can be a little confusing so I'm putting this blog together to make it easy for everyone to get what they need so they're ready to go when the time comes. Note: Having a Full Download will allow you to install without requiring any previous versions or service packs.     FIRST, the SOLIDWORKS Customer Portal Login. If you're doing any sort of SOLIDWORKS Admin stuff, get yourself […]

SOLIDWORKS EPDM Preview Tab Performance

If you've ever browsed into an EPDM folder you've likely seen the Preview Tab, just left of the Data Card tab. It's helpful to be able to Preview/See the content of the files BEFORE you open them! In this article we'll talk about the options for the Preview Tab that either make it MORE FUNCTIONAL, greater PERFORMANCE or how you can have it BOTH WAYS when previewing SOLIDWORKS Files.   First, we see an example EPDM Vault View showing the Data Card Tab when a file is selected:     Next, we see the contents of the Preview Tab set for PERFORMANCE: This picture shows the Preview Pane set for PERFORMANCE […]

WHAT’S NEW SOLIDWORKS ENTERPRISE PDM 2014

A summary of the exciting new features! • Automated Cache Management : New options for managing user and group caches are available. Clear the cache on logout and refresh on login (Get Latest Version on folder contents) provide often requested functionality. • Consolidated Delayed in State Notifications:  Files set to notify when “delayed in state” for a specified period of time are now consolidated into a single summary notification. Previously each file had a notification email which could be overwhelming in heavy traffic environments. • Dynamic Notification Recipients Filter:  When specifying dynamic notification recipients now, a filter field to eliminate long scrolling sessions for large user bases is provided. • […]

Display the Enterprise PDM File Version in a SolidWorks Drawing

Enterprise PDM uses two different items to keep track of a file's latest version. The first is by using "revisions". Any time a file is checked out of the vault, modified, saved and checked back into the vault, a new revision of that file is created. The second is a revision scheme. Each time a document goes through the necessary approval process a new revision is created. Usually this revision is populated on the drawing or document to ensure that the recipient is viewing the latest released version. This is controlled via the Enterprise PDM workflow set up and may vary to contain minor revisions as well. Another available option […]