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: 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 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 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 Enterprise PDM 2015 – New Icons

In the 2015 release of SOLIDWORKS Enterprise PDM, SOLIDWORKS has made several nice additions.  One, seemingly minor new feature, will really help users.  The addition of the "explorer cache status icons" will help users keep track of the status of the files in their local cache. Here is why the icons are important… Let's say an engineer works on a drawing and checks in version 1.  After that another user checks out the file, modifies the file, and checks in version 2.  Engineer 1 still has version 1 of the drawing in his/her local cache.  Engineers with the power to see history would need to check the "cache status" of the file […]

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 how to customize Solidworks Enterprise PDM to use a specific application in the preview pane based on one or more file types provided. The steps required for this example may […]

“File already exists” warning in Enterprise PDM but I can’t find it in the vault!

The most likely reason for the warning "File already exist" would show when adding a file to a folder is that a file with the same name already exists in that folder, but the logged in user does not have sufficient permission to see the file. It is not possible to have two files with same name in same folder. Example A – restricted state permission 1. Logged in user on Workstation2 has read and add permission to the folder, but only read access to workflow state "Waiting for approval". 2. A file that is in "Under editing state" and has not yet been in the "Waiting for approval" state […]

ePDM Tips and Tricks: Copy Tree

 Why start from scratch when you can easily and quickly create products that are the same but different using an enterprise PDM tool called Copy Tree. Copy Tree allows users to duplicate a group of files that are identical to the parent project. That is the "same as" part, but what about the "different"?Within the tool, users can select what files to copy versus reference, rename files, relocate files, and even compress the project to a zip file.  On the surface, duplicating a project sounds easy. Just copy paste, right? Those of you who have tried know what a mess it can create. Copy tree handles all the incoming and outgoing […]