SOLIDWORKS PDM


  • POSTED IN SOLIDWORKS, SOLIDWORKS PDM

    Getting Started as a PDM User: What is PDM?

    Lindsay Early by Lindsay Early on April 15, 2019

    what is pdmWhat is PDM? PDM stands for Product Data Management and is essentially an add-on for Windows that allows companies to better manage their data and collaborate more effectively. Some of the benefits of Product Data Management is that it keeps a full history of every file, allows only one user to edit a file at a time, file security, comprehensive search and research tools, and lets everyone work locally (no more working from shared drives).

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    • POSTED IN SOLIDWORKS, SOLIDWORKS TIPS & TRICKS, SOLIDWORKS PDM

      Distributing SOLIDWORKS PDM Add-In Settings

      Todd Barr by Todd Barr on April 2, 2019

      SOLIDWORKS PDM add-inWhen working in SOLIDWORKS PDM, it may be desirable to have all of your users working with the same client settings. Having the same client settings can enable better collaboration by having all PDM users see the same columns, icons, variable information, etc. Note: If there is a setting outside of what is described below, this is probably a setting controlled via the PDM Admin Tool and you will need to have your PDM Admin adjust these. Let’s take a look.

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      • POSTED IN SOLIDWORKS TIPS & TRICKS, SOLIDWORKS PDM

        Effective Usage of the SOLIDWORKS PDM File Version Upgrade Tool

        Lindsay Early by Lindsay Early on March 13, 2019

        Upgrade ToolSo you’ve recently upgraded to SOLIDWORKS PDM but now all of your assemblies are taking forever to open. Why? Isn’t a new version supposed to be better and faster? Well, you’ve upgraded the software version, but not the SOLIDWORKS files. Every time you open models in SOLIDWORKS they will need to be converted to the newest version. This can be especially frustrating if they’re released files, so you can’t just check them out, update, and check them back in. Now every time you open the same file, it’s upgrading and therefore taking much longer.  Fear not! There is a solution called the File Version Upgrade tool. It is important to plan and run the tool responsibly. That’s where this blog comes in. Let’s get started.

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        • POSTED IN SOLIDWORKS TIPS & TRICKS, SOLIDWORKS PDM

          How to Create a Sandbox Vault in SOLIDWORKS PDM

          Lindsay Early by Lindsay Early on February 21, 2019

          sandbox vaultIt is very important after creating a vault in SOLIDWORKS PDM and going live to not try and make changes on the fly. Any changes should always be tested in a Sandbox vault (or test vault) first before carrying them over to your production vault. The steps it takes to create a Sandbox vault are effortless and you’ll be happy you took the time to create it. Making changes outside of a sandbox vault can cause irreversible setbacks. Here’s how it’s done.

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          • POSTED IN SOLIDWORKS TIPS & TRICKS, SOLIDWORKS PDM

            Leveraging the Where Used Tab in SOLIDWORKS PDM for Standard Parts & Toolbox Components

            Jenny Johnson by Jenny Johnson on January 3, 2019

            Where used tab Do you ever need to know the specific where used of your parts with configurations in SOLIDWORKS PDM? Have you explored the options on the Where Used Tab?

            Depending on how you have your dropdown configured, you could be missing out on important information. If you select a file in SOLIDWORKS PDM and choose the Where Used Tab are you presented with many different options on how to filter the where used information. In this blog, we’re going to explore those options. Let’s get started.

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            • POSTED IN SOLIDWORKS TIPS & TRICKS, SOLIDWORKS PDM

              Using XML documents as Templates in SOLIDWORKS PDM

              Lindsay Early by Lindsay Early on December 27, 2018

              XML DocumentsXML Templates afford the most flexibility in styling your documents. With this method, the XML can be copied and repeated, while there will only be one associated XSLT file in the SOLIDWORKS PDM vault. The XSLT utilized Extensible Stylesheet Language to transform an XML file into a styled format for display and printing. It is important to note that the document can only be edited from the data card.

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              • POSTED IN SOLIDWORKS, SOLIDWORKS PDM

                Working in Tandem: SOLIDWORKS Inspection and SOLIDWORKS PDM (Part 3)

                Tom Starks by Tom Starks on December 11, 2018

                SOLIDWORKS InspectionIn this three-part blog series, we’ve been discussing SOLIDWORKS PDM Professional and SOLIDWORKS Inspection and, most importantly, using them together in harmony. In our scenario, our CAD revision control process has had extraordinary success with the use of SOLIDWORKS PDM and now we want that same success for the quality team using SOLIDWORKS Inspection. In part one, we uncovered the capabilities of SOLIDWORKS Inspection as an add-in, as a standalone, and the ins and outs of SOLIDWORKS Inspection Professional.

                In part two, I introduced the six questions (and answers) for a successful PDM vault implementation and how to change your data management strategy. These are the questions that will ultimately help you meet your data management plan. In this blog, I am going to walk you through that process. Let’s get started.

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                • POSTED IN SOLIDWORKS TIPS & TRICKS, SOLIDWORKS PDM

                  Using Excel as a Reporting Tool in SOLIDWORKS PDM

                  Lindsay Early by Lindsay Early on November 30, 2018

                  SOLIDWORKS PDM AdminSome SOLIDWORKS PDM administrators want to gain more use of their data. Installing and using Reporting in SQL Server can be very powerful, but it requires a foundation of knowledge in setting up reports, permissions, and additional installations that some companies are not willing to give a PDM administrator.

                  SOLIDWORKS PDM can also generate reports using the Report Generator, but it can only deliver the results in table format. Reporting in Excel can be more flexible and allow you to analyze the data with formulas and graphs without the need for installing and setting up the SQL Server Reporting Services. There are a few ways to import SQL data into Excel, but this is one way it can be done.

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                  • POSTED IN SOLIDWORKS TIPS & TRICKS, SOLIDWORKS PDM

                    Replacing Control Logic with a Tab Control: SOLIDWORKS PDM Tech Tip

                    Lindsay Early by Lindsay Early on November 2, 2018

                    Control LogicControl Logic is a powerful tool for use in SOLIDWORKS PDM, but it does come with its limitations. Control Logic conditions can only be assigned to one control at a time. This means that if you have many controls that need to be shown or hidden at once, each one will need to be individually set up with Control Logic.

                    Also, there isn’t a tooltip or other visual aid when editing a data card that would let the administrator know that Control Logic has been used. This can be frustrating if more than one administrator is modifying the data cards. The only way to see that Control Logic was employed is to enter the correct interface from each control on the card.

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                    • POSTED IN SOLIDWORKS PDM

                      6 Questions (and Answers) for a Successful PDM Vault Implementation (Part 2)

                      Tom Starks by Tom Starks on November 1, 2018

                      PDM VaultBringing together two SOLIDWORKS tools can result in tremendous improvements to your overall workflow and business potential. However, the road to utopia can often be bumpy or, quite frankly, confusing. Just say your CAD revision control process is flourishing thanks to SOLIDWORKS PDM Professional and now you want that same success for your quality team with the help of SOLIDWORKS Inspection.

                      In part one of this blog series, I ran through what SOLIDWORKS Inspection can do and introduced how to incorporate it within SOLIDWORKS PDM Professional. When SOLIDWORKS PDM Professional is installed, there are six crucial questions you’ll need to answer when creating your data management plan. In this blog, I’m discussing in detail how these questions can affect your overall strategy.

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                      • POSTED IN SOLIDWORKS TIPS & TRICKS, SOLIDWORKS PDM

                        Deleting Already Used Workflows and States in SOLIDWORKS PDM

                        Lindsay Early by Lindsay Early on October 15, 2018

                        workflows and statesIf you’re a SOLIDWORKS PDM Administrator, you have most likely run into this issue: You need to change your workflow but if you try to delete a workflow state and save you get the dreaded message “The workflow was successfully saved but some states could not be deleted since there are files that are or have been in those states.”

                        The reason this is strictly controlled is because of the file history. If the file is ever rolled back to the point in time it was in that workflow state, it needs to exist.

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                        • POSTED IN SOLIDWORKS PDM

                          How to Leverage SOLIDWORKS Inspection & SOLIDWORKS PDM Professional (Part 1)

                          Tom Starks by Tom Starks on October 8, 2018

                          SOLIDWORKS InspectionJust say you use SOLIDWORKS PDM Professional to manage your 3D CAD revision control process and you recently purchased SOLIDWORKS Inspection for your Quality team. In order to start leveraging SOLIDWORKS Inspection and SOLIDWORKS PDM Professional with your inspection process, you must first understand that planning is key. In part one of this blog series, we will first discuss what capabilities are available within SOLIDWORKS Inspection and how they can be incorporated with SOLIDWORKS PDM Professional.  

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                          • POSTED IN SOLIDWORKS TIPS & TRICKS, SOLIDWORKS PDM

                            Installing the SOLIDWORKS PDM Standard Server

                            Heather Dawe by Heather Dawe on September 27, 2018

                          • POSTED IN SOLIDWORKS TIPS & TRICKS, SOLIDWORKS PDM

                            Installing the SOLIDWORKS PDM Client

                            Heather Dawe by Heather Dawe on September 24, 2018

                          • POSTED IN SOLIDWORKS PDM

                            6 Considerations for Concluding a SOLIDWORKS PDM Latency Analysis (Part 3)

                            Joe Frank by Joe Frank on September 12, 2018

                            LatencyWelcome back to part three of our blog series where we’re discussing SOLIDWORKS PDM topology and latency. In part one, we introduced the subject and defined important terms discussed along the way. In part two we ran tests to put some real numbers on how our servers would interact with the users when various latency values were imposed. In our final installment, we evaluate our PDM topology and run some tests. As Engineers we are all about data...so let’s start gathering some!

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