SOLIDWORKS PDM


  • POSTED IN SOLIDWORKS, SOLIDWORKS PDM

    How to Upgrade Your SOLIDWORKS PDM Server

    Lindsay Early by Lindsay Early on October 24, 2019

    upgrade PDM server guideIf it’s time to upgrade your SOLIDWORKS PDM servers, the task may seem a bit daunting. This guide will help you with everything you need to know and walk you through the process step-by-step to make sure you perform a successful PDM upgrade. Let’s get started.

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    • POSTED IN SOLIDWORKS PDM, SOLIDWORKS TRAINING

      Learning SOLIDWORKS PDM with PDM Training

      Tom Starks by Tom Starks on October 9, 2019

      solidworks pdm training There are many benefits to using product data management (PDM) software in project management; when used correctly, PDM can simplify the management of your engineering data, eliminate concerns about data loss, and simplify workflow. But for employees who have never used PDM before (or are not familiar with a certain PDM software), navigating the PDM environment can become time-consuming and less effective than it would be with a more experienced user. This is where PDM training comes in.

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

        Setting Your SOLIDWORKS PDM Viewer

        Heather Dawe by Heather Dawe on October 3, 2019

        TPDM Viewer errorhe SOLIDWORKS PDM eDrawings viewer is used in multiple places in the SOLIDWORKS PDM user interface. It can be used to view previous versions in the history, in the preview, and can be used to view a part or drawing in eDrawings without needing to open the file in SOLIDWORKS. However, sometimes when you attempt to open the viewer, you are greeted with an error message like the one shown to the left. 

        This message indicates that the viewer needs to be set in either the user or group settings. (Note: While the group settings allow the viewer to be set for more users, oftentimes different users have different file locations, so it may be necessary to set up the viewer for each user.) Let’s get started. 

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        • POSTED IN SOLIDWORKS, SOLIDWORKS PDM

          The Ultimate Guide to SQL Backups

          Lindsay Early by Lindsay Early on September 17, 2019

          SQL backsupsSOLIDWORKS PDM leverages Microsoft SQL Server for its database back end to satisfy its need for a relational data store.  There are countless numbers of IT professionals that dedicate themselves to developing, administering, and architecting solutions for Microsoft SQL Server.  Of these professionals, one common role is the operational DBA (database administrator) – whose responsibility it is to maintain and tune SQL Server environments.  A lot of companies have dedicated database teams that can help, or completely, maintain your database backend for PDM. Far more companies exist that don’t have a dedicated resource to perform this work which requires the responsibility to fall to the implementer of PDM to set up the maintenance of the SQL Server instance.  

          This blog will offer guidance and general rules of thumb for ensuring your SQL Server instance and databases are backed up and you are able to recover from oopsie deletes and disaster scenarios.

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          • 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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