SOLIDWORKS PDM


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

    How to Relocate SOLIDWORKS PDM to a New Server

    Lindsay Early by Lindsay Early on August 13, 2019

    Move SOLIDWORKS PDM to a New ServerHaving to move SOLIDWORKS PDM to a new server is something that will probably come up at some point. It’s especially poignant now that several server operating systems are becoming unsupported. Since SOLIDWORKS PDM uses server names for all of its connections, those names will need to be updated on the Archive, Database, and Clients. In this blog, we’ll assume that the Archive and Database server names are changing. Keep in mind that some changes can be omitted if changing only one or the other. 

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    • POSTED IN SOLIDWORKS, SOLIDWORKS PDM

      Let’s Talk About PDM: Design to Manufacturing Series (Part 5)

      Joe Frank by Joe Frank on August 2, 2019

      about pdmOver the past few months, we’ve shared the progress of our Design to Manufacturing Series, a project using SOLIDWORKS 3D CAD, 3D printing, and 3D scanning to create a custom, fully functional headset and cellphone stand. The group of Application Engineers working on this project have had to collaborate on ideas, overcome design challenges, and share lots and lots of files. So before we jump into the next design, let’s pause for a minute and talk about product data management and sharing files with SOLIDWORKS PDM across a broader geography.

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      • POSTED IN SOLIDWORKS, ELECTRICAL, SOLIDWORKS PDM

        Newly Announced SQL Server Updates for SOLIDWORKS Customers

        Tom Starks by Tom Starks on July 26, 2019

        SQL Server Updates SOLIDWORKS recently announced that it will no longer support SQL Server 2014 with version 2021 service pack 5. What does this news mean to SOLIDWORKS PDM or SOLIDWORKS Electrical customers? It means you’ll need to upgrade to SQL 2016 or greater no later than October 2021. In this blog, I’ll answer some frequently asked questions regarding this announcement.

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        • POSTED IN SOLIDWORKS TIPS & TRICKS, SOLIDWORKS PDM

          Beginner’s Guide to Using SOLIDWORKS PDM

          Lindsay Early by Lindsay Early on June 17, 2019

          what is pdm part 2SOLIDWORKS PDM is a comprehensive Product Data Management solution housed inside of Windows Explorer. In part one of this two-part blog series, we answered “what is PDM?” and explored the SOLIDWORKS PDM interface including the preview tab, data card tab, PDM Workflows, and more. This blog will focus on the core functions all users must know to get started in PDM.

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          • 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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