Saving PDM Convert Task Output to Parallel Folders

The Convert Task in SOLIDWORKS PDM is a utility to automatically convert SOLIDWORKS files to many different outputs. The most common file types are PDF and DXF, refer to the PDM Administration Guide for a complete list. (PDM Standard includes PDF output only). For this blog we will focus on PDF output. Limited options are available for the converted output. Listed below are the “out of the box” options for output file locations: Source Folder Path (location of file to […]

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A Day In The Life – PDM Administrator

My primary job at InFlow Technology is to discuss our offerings with customers and to help them find the best solution. One of the primary products I deal with on a daily basis is SOLIDWORKS PDM. Often, the discussion begins as a Q&A to discover what version of PDM best suits their needs. As we wind down the conversation, we discuss the topic of administrator training. I always encourage enrolling in a PDM Administrator class if you are going to […]

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Pre-Release vs Post-Release Revision Schemes in SOLIDWORKS PDM

Introduction When should you increment a file revision in a release cycle? It’s a common debate that takes place when configuring workflows in SOLIDWORKS PDM. Should you do it before you start modifying the file to represent the new release? Or should it be after, to represent the completed work and the transition to a released state? The answer: you can do it whichever way makes more sense to you. However, be sure to consider the drawbacks to each approach […]

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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 when backing up 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 […]

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SOLIDWORKS PDM 2019 What’s New – Mixed Authentication Support – #SW2019

In SOLIDWORKS PDM Pro, Windows login to the vault gives users access to their files quickly and easily. However, prior to SOLIDWORKS PDM Pro 2019 and when using Windows login, if a user didn’t exist in the domain they couldn’t connect to a vault (besides the Admin user). In other words, a single login type for all vault users was required. This made situations such as testing or giving vault access to users (vendors, customers, etc.) that didn’t exist on […]

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PDM Pro Exclusive Features

SOLIDWORKS PDM Standard and Pro are both robust data management solutions. However, PDM Pro has a number of exclusive features, any one of which could be a significant piece of a company’s data management solution. Let’s look at some of those features. Replication This feature allows companies to share data across multiple locations. Each location has its own archive server, this is where all vaulted files, both CAD and other, are stored. Data created each day at one location can […]

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SOLIDWORKS PDM Vault Maintenance: How to split your archive onto multiple discs

Is your Vault Server (known as the Archive Server) nearly out of space? PDM has functionality to help you make space temporarily until the situation can be rectified or simply choose to span files across multiple drives. **WARNING** DO NOT relocate Files while users are in the vault. Doing so could risk file or data corruption. Preparation Ensure User activity is stopped. Logins may be blocked from the admin tool and License usage may be checked from the Licensing section […]

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Solidworks PDM Local View Basics and Troubleshooting

There are some Unique aspects to Solidworks PDM in respect to other common software applications.  One of those unique aspects is the “Local View”.  This is written especially for those of you that are either new users of Solidworks PDM or responsible for installations or administration. What Is a Solidworks PDM Local View? Your Solidworks PDM Local View is an application mechanic that is rather unique compared to most applications. After the Solidworks PDM application is installed there is an […]

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SOLIDWORKS: Understanding PDM Workflows

New to Solidworks PDM or considering it as a solution at your company?  Maybe you have used Solidworks PDM for years but workflows are still a bit of a mystery?  I hope to provide you some workflow basics that will take some of the mystery out of how they are configured and their benefit potential. This is not a replacement for Solidworks PDM Administration Training or a comprehensive functional description.  As always, Inflow Consultants are available to assist you in any […]

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