DriveWorks Best Practice: Renaming SOLIDWORKS Files

When working on a new or existing DriveWorks project, SOLIDWORKS practices need to be considered as well. Unfortunately not everything can be fully determined prior to setting everything up, so changes are bound to happen, such as renaming SOLIDWORKS parts, assemblies or drawings. Below is an outline that will allow you to rename your parts and assemblies without losing any information that was created or captured. Before we begin, make sure that SOLIDWORKS has the ability to rename parts from within the feature tree by enabling Tools > Options > System Options > FeatureManager > Allow component files to be renamed from FeatureManager tree. A full link to the instructions for renaming SOLIDWORKS files can be found here. http://help.solidworks.com/2017/english/solidworks/sldworks/HIDD_RENAME_COMP.htm […]

SOLIDWORKS PDM Card input Formulas: Capabilities and Limitations

This topic will be most useful to those with some experience working with Solidworks PDM administration. I intend to clarify questions about an aspect of Cards and PDM capability that often arises during new implementations and PDM configuration. Cards provide a large part of Solidworks PDM’s capability. They are often both familiar and confusing to those looking to build a vault that best fits with their internal operations. The are familiar in that they appear to be a form that contains data which are common in all aspects of our business and personal lives. The full capability however is not easily discerned as the mechanics are very specific to PDM […]

SOLIDWORKS PDM Administrators…are you looking for more training?

SOLIDWORKS PDM Administrators…are you looking for more training? Since the SOLIDWORKS PDM product was introduced 10+ years ago, InFlow team members have trained hundreds of administrators. Recently, some of our administrators have asked for more. They are looking for classes to get a bit more out of the system, especially covering advanced topics or topics not covered in any training class. Earlier this year, we released 2 new classes and conducted those new classes for the first time in October. The first class launched was the SOLIDWORKS PDM Advanced Administrator class covering the following items in a 2 day class: Advanced Data Card Techniques Advanced Search Card Techniques Advanced Workflow […]

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 link.  If the file is not already cached, the user will get a “file not found” error.  The following syntax is required in a URL link: conisio://<vaultname>/<action>?projectid=<ProjectID>&documentid=<DocumentID>&objecttype=1 Where: <vaultname> is […]

Computer Aided Technology 2017 Product Development Forum

It’s that time of year again! Computer Aided Technology, InFlow Technology and MCAD will be hosting our annual Product Development Forum and this time we will also be celebrating our 25th anniversary! During our forums we will have raffles and prizes, live Stratasys 3D printing and Creaform 3D Scanning demonstrations, model mania contests and “Ask an Expert” sessions. Our presentations will be covering a wide range of topics including: 30 Things You Definitely Missed In SOLIDWORKS Essentials Training Gain some insight into the glossed over, rarely hit, or just plain missing essentials. With the amount of material covered in the essentials class, there is no way to possibly cover it […]

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 Solidworks PDM activities that you find beyond your current capability. Definitions Here are some simple terms that will help you to understand the concepts presented. Work Product A work product […]

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 the biggest pains can be rolling back individual files because their references can become all sorts of jumbled, and you’ll have version mismatches here and there, and it becomes a […]

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 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 […]