PDM


  • POSTED IN DATA MANAGEMENT, CAD, PDM, SOLIDWORKS

    How to Get Started with Your SOLIDWORKS Workgroup PDM Migration

    by Tom Starks on November 6, 2017

    How-to-Get-Started-with-Your-SOLIDWORKS-Workgroup-PDM-MigrationIn 2015, DS SolidWorks Corporation announced that it would phase out the aged product data management tool, SOLIDWORKS Workgroup PDM. It had reached the limit of what it could do with its architecture, the company said, along with advice that customers will be better served by migrating to SOLIDWORKS PDM Standard or SOLIDWORKS PDM Professional.

    We knew SOLIDWORKS Workgroup PDM end of life was approaching and now it’s here. The release of SOLIDWORKS 2018 has brought with it the official retirement of SOLIDWORKS Workgroup PDM. This blog provides advice on how to get started with your migration to SOLIDWORKS PDM.

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    • POSTED IN DATA MANAGEMENT, CAD, PDM, SOLIDWORKS TECH TIPS, SOLIDWORKS

      Using a Data Card for State Changes in SOLIDWORKS PDM

      by Todd Barr on October 6, 2017

      Using-a-Data-Card-for-State-Changes-in-SOLIDWORKS-PDM-1When you have multiple SOLIDWORKS PDM users that need to make approvals or need to track tasks completed by different departments or individuals, it’s not always easily done using the Parallel option in Transitions. Using Automatic Transitions and Radio-button selections on a Data Card will allow multiple users to select when they are either completed with a task or approve a document. The last person to select approve or complete will send the document to the next State in the Workflow. Using the Data Card option you can also use the Search Tool to create Excel reports showing the status of documents, (i.e. who has approved or completed a task.)

      In this blog, you’ll learn how to configure the Vault for tracking completed tasks.

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      • POSTED IN CAD, PDM, SOLIDWORKS TECH TIPS, SOLIDWORKS

        How to Link Variables in SOLIDWORKS PDM to a Newly Created Drawing

        by Jodi Degenaer on September 8, 2017

        Often times, linking the variables in SOLIDWORKS PDM (Product Data Management) to newly created drawings can seem like a puzzle with a piece or two missing. Fortunately, this can be mitigated by arming yourself with a step-by-step system that I’ve found to be very useful.

        In this blog, I’ll take you through the steps to easily link variables in SOLIDWORKS PDM to newly created files. Let’s get started.

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        • POSTED IN CAD, PDM, SOLIDWORKS

          Don’t Let Mismanaged Product Data Hold you Back

          by Christa Prokos on July 17, 2017

          Don't-let-mismanaged-product-data-hold-you-back-1If you hear the British idiom, “don’t be penny wise and pound foolish” it’s probably in the context of making an important decision. In other words, don’t cut corners to save small amounts of money because it could cost you more in the long run.

          The same idiom applies to the decision to invest in product data management (PDM) software. Some companies choose to cut corners and skimp on PDM. They may think it’s too expensive, or takes too much time to set up, or that their engineers and designers won’t like the new process and it could slow down their productivity.

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          • POSTED IN CAD, PDM, SOLIDWORKS TECH TIPS, SOLIDWORKS

            Using Custom Search Columns to Create Simple Reports from PDM Searches

            by Peer Larson on May 10, 2017

            It can often be very useful to collect information about your files from a high level, such as if you were interested to learn the internal PDM Document ID or who in your department approved what when.

            You can use custom search columns to change how a search card displays information and then export your search results to Microsoft Excel. This can also be useful when tracking project management documents, as you can have all of your relevant fields show in the PDM search card and then export those results to Microsoft Excel for easy portability and communication.

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            • POSTED IN PDM, SOLIDWORKS

              Looking for the SOLIDWORKS Workgroup PDM Migration "Easy Button"?

              by Joe Frank on April 24, 2017

              Looking for the SOLIDWORKS Workgroup PDM Migration Easy Button 1With the retirement of SOLIDWORKS Workgroup PDM approaching, I’m getting a lot of questions about what to expect when migrating to SOLIDWORKS PDM Standard or Professional. I wish I could say there is an easy button, but there just isn’t.

              Migrating your intellectual property out of your SOLIDWORKS Workgroup PDM vault is not an easy process. Many things need to be considered when setting up a SOLIDWORKS PDM Standard or Professional vault to accept your data. You want a vault that works for you, not the other way around.  Although there is not a simple program or “Pack and Go” process, I do know how to make the process easier.

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              • POSTED IN TRAINING, PDM, SOLIDWORKS

                Your Training Starts Here: Saying Goodbye to SOLIDWORKS Workgroup PDM

                by Tom Starks on March 8, 2017

                There was a time when people were comfortable with Microsoft Windows for workgroups, then Windows NT came along and they had to relearn how to use the new Windows platform. The same thing happened with Windows 7 when Windows 10 came along.

                With the retirement of SOLIDWORKS Workgroup PDM drawing near, now is the time to start the migration over to either SOLIDWORKS PDM Standard or SOLIDWORKS PDM Professional. Learning a new platform doesn’t have to be a challenge, but the earlier you start with proper training, the further ahead you’ll be.

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                • POSTED IN CAD, PDM, SOLIDWORKS

                  Quick Lesson on the Value of Product Data Management

                  by Brian VanderPloeg on February 10, 2017

                  Product Data Management or PDM, is the often overshadowed acronym on the engineering whiteboard of design process workflow. Acronyms CAD, CAE and CAM stand boldly circled for the next software investment while PDM can get crossed off or postponed for consideration next year. Yet a PDM system has as much to offer in the way of business value and user benefits as the other acronyms, which, if you are new to the world of product development, are short for: Computer-Aided Design, Computer-Aided Engineering, and Computer-Aided Manufacturing.

                  So what exactly is PDM and why should it stand worthy of a bold circle for your organization? After fifteen years of helping a variety of product design and manufacturing companies solve business challenges with software, I have an “in the trenches” understanding of PDM.

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                  • POSTED IN CAD, PDM, SOLIDWORKS

                    Exploring SOLIDWORKS PDM Professional

                    by Joe Frank on January 11, 2017

                    exploring-solidworks-pdm-professional1With the retirement of SOLIDWORKS Workgroup PDM fast approaching, it’s time for users to move to a new product data management solution: SOLIDWORKS PDM Professional or SOLIDWORKS PDM Standard.

                    To help you understand more about the solutions, I recently delivered a webcast demonstrating the user interface for Standard and Professional. You can watch the recorded webcast to see how intuitive the interface is for managing data files and moving them through a workflow. Yet, while the interface may be the same for both PDM solutions, the capabilities are not. It’s important to understand the differences.

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                    • POSTED IN CAD, PDM, SOLIDWORKS

                      Nine Reasons Why You Need a PDM Solution - An Engineer’s Point of View

                      by Jodi Degenaer on December 12, 2016

                      It’s a bright, early Monday morning and I’m excited to get to work on a hot project. I start my SOLIDWORKS design software, click ‘File>Open’ and navigate to my assembly. A dialogue pops up. The file is in use by someone else.

                      Who has my assembly open, and why? It’s still only in the initial design phase. Hmm…I know Jeff is working on similar components. I give Jeff a call. He says he doesn’t have it open, but Mary had some of his files open the other day and I should try her. I call Mary and get no answer.

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                      • POSTED IN DATA MANAGEMENT, PDM, SOLIDWORKS

                        SOLIDWORKS Workgroup PDM Retirement - Are You Prepared?

                        by Christa Prokos on November 21, 2016

                        If you use SOLIDWORKS Workgroup PDM to manage your product design files, the time to start planning your migration to either SOLIDWORKS PDM Professional or SOLIDWORKS PDM Standard is now. You are probably already aware that this juncture would come.

                        Dassault Systèmes SolidWorks Corporation gave ample time for customers to prepare for change when in the summer of 2015 it announced that it would phase out the aged product data management tool. SOLIDWORKS Workgroup PDM had reached the limit of what it could do with its architecture, the company said, along with advice that customers will be better served by migrating to either PDM Professional or PDM Standard.

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                        • POSTED IN DATA MANAGEMENT, CAD, PDM, SOLIDWORKS

                          Upgrading to SOLIDWORKS PDM 2017 Part 3: PDM Professional Post-Upgrade Tips

                          by Tom Starks on November 18, 2016

                          Upgrading software should be something to look forward to, but it can also be time-consuming and challenging if you are not properly prepared. This is the final installment of a three-part blog series to help you with an easier and successful upgrade to SOLIDWORKS PDM 2017 Professional or Standard.

                          In Part 1 I covered tips to help you prepare for your upgrade. In Part 2 I took you through the post-upgrade process, covering commonly missed items. For this blog, I will provide additional post-upgrade tips that apply to SOLIDWORKS PDM Professional. These tips will allow you to take advantage of the new 2017 tasks, since tasks are not available in SOLIDWORKS PDM Standard:

                          • - Add the SOLIDWORKS PDM Professional 2017 SWPDFTaskAddIn
                          • - Using the new SOLIDWORKS PDM Professional PDM 2017 Tasks

                          Let’s get started.

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                          • POSTED IN DATA MANAGEMENT, CAD, PDM, SOLIDWORKS

                            Upgrading to SOLIDWORKS PDM 2017 Part 2: Post-Upgrade Tips

                            by Tom Starks on November 11, 2016

                            Often times, the thought of a software upgrade can be daunting and cause concerns over how time-consuming or challenging the process could be. With help from the experts, you don’t have to worry. This blog series provides tips and tricks to help make it easier for you to upgrade to SOLIDWORKS PDM Professional or Standard. In Part 1 I covered tips to help you prepare for your upgrade. However there is always something that needs to be done after an upgrade and in this blog, I will cover the following post-upgrade tips:

                            • - Run the PDM Database Upgrade Tool
                            • - Manually upgrade any PDM Add-Ins like Dispatch or SWTaskAddIn

                            So let’s get started!

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                            • POSTED IN PDM

                              SOLIDWORKS PDM Upgrade Tips Part 1: Preparing for Your Upgrade

                              by Tom Starks on November 4, 2016

                              Your organization relies on SOLIDWORKS for product data management. How else would you centralize all your engineering data and related files in a secure repository? But if you use SOLIDWORKS PDM, then you know that the software does more than just provide a secure repository. Some of its benefits include integrating workflows, automating design and approval processes, providing version control and enabling collaboration across teams and locations. Now with SOLIDWORKS PDM 2017, you can do even more.   

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                              • POSTED IN DATA MANAGEMENT, PDM, SOLIDWORKS

                                Latest and Greatest - SOLIDWORKS PDM 2017

                                by Angelle Erickson on September 23, 2016

                                The release of SOLIDWORKS 2017 is right around the corner and drumming up a lot of excitement for power users and new users alike. With every new SOLIDWORKS release, users anticipate enhancements and features that will increase their productivity and help make their design and product development processes easier.pdmcomp

                                There is no better way to bring an idea and design to life than with the power of SOLIDWORKS. With multiple tools and functions such as electrical, simulation, and visualization, it’s possible to design a product seamlessly and effortlessly.

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                                • POSTED IN DATA MANAGEMENT, PDM, ELECTRICAL, SIMULATION, SOLIDWORKS

                                  Join Us at a SOLIDWORKS 2017 Launch Event Near You

                                  by Christa Prokos on September 7, 2016

                                  sw17cropWe are excited to announce that Fisher Unitech and our friends at Prism Engineering will be hosting a series of SOLIDWORKS 2017 launch events beginning next month on October 5th. With hundreds of new enhancements and features, the newest version of SOLIDWORKS promises to be the most powerful release yet.

                                  So if you’re just as geeked out about SOLIDWORKS 2017 as we are you’ll fit right in! Join us at one of our live launch events to engage with our experts and gain some tips and tricks, along with a deeper understanding of how industry-specific tools can address your personal designing needs.

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