Backing up PDM: The Minimum Requirements

Whether it be due to a hard drive failure, a bad rollback, a ransomware attack, or a natural disaster, the need for data recovery is always going to strike, ready or not. Here are some common questions you should be asking about your backups and data recovery plan for SOLIDWORKS PDM: What type of backups do I need? A SOLIDWORKS PDM environment has three major components that work together. Each part Is important to the recovery of the system. PDM […]

Read More

SOLIDWORKS PDM Hyperlink Query

We have seen many instances where a SOLIDWORKS PDM administrator would like to provide hyperlinks to files inside the vault.  The hyperlinks would be used to quickly open files inside the vault from 3rd party applications like an ERP system. Problem: you need to use a special syntax link for your hyperlink, otherwise the file you need will not automatically cache into the explorer folder on your PDM client.  In other words, you cannot use “C:\Vault Name\Folder Name\filename.sldprt” as your […]

Read More

SOLIDWORKS: Protecting Your PDM Vault

There are many different backup strategies and related tools for company resources out there. Backing up and being able to restore your SOLIDWORKS PDM Vault can often be more important than most of your company systems for a few reasons. First, it often stores and controls access to most if not all your company’s critical intellectual properties. In addition, these files are often a work in progress and any interruption or extended downtime can translate to lost productivity and missed target […]

Read More

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 […]

Read More

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 […]

Read More

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 […]

Read More

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 […]

Read More

Customize the Preview Pane in Solidworks Enterprise PDM

Preview Feature The preview feature at its core allows a user to select a file and view its contents without launching the native application and opening the file. This can be a benefit when searching for a specific item or when just looking to work faster. Perhaps a lesser known feature in Solidworks Enterprise PDM is the ability to customize this preview pane to use "other" applications beyond those supported by the default previewers. Customize Here is an example of […]

Read More

How do I change a users Enterprise PDM License Type?

Users are different in regards to the roles they play at your organization and how they use Solidworks Enterprise PDM. To address this, Enterprise PDM offers several different license options. SolidWorks Enterprise PDM License Types Enterprise PDM uses floating client licenses. When you log in to a vault, the license installed on your system is taken from a pool of licenses that are enabled by the registered license file. When you log out or exit Enterprise PDM, the license is […]

Read More