SOLIDWORKS PDM


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

    Are you sure it's a SOLIDWORKS PDM Permission?

    by Jodi Degenaer on April 27, 2018

    PDM PermissionSOLIDWORKS PDM permissions can be tricky at times to the point where you don’t know for sure if the issue you are having is actually a permission issue at all. The best way to test if it’s permissions is to log in as the admin user and see if you can perform the action. If you can it’s a permission issue.

    What permission could it be? In this blog, I’m covering a few tips where you might want to start looking. I also give a couple examples that demonstrate some common troubleshooting processes in looking for a permission.

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    • POSTED IN SOLIDWORKS, SOLIDWORKS PDM, CAD

      How to Pick the Right Product Data Management (PDM) Solution For Your Company

      by Christa Prokos on April 18, 2018

      solidworks pdm standard vs professional Have you ever heard the phrase, “you get what you pay for?” Although the connotation can be limited, it’s important to know when it’s true - especially when it comes to software tools for your business. Companies who want to scale and remain profitable need to know when the benefits outweigh the costs and how to make the right investments for their long-term growth.

      We’ve mentioned before that not using a PDM solution at all can result in longer cycle times, lost or inaccessible data, and much higher costs. A study by the Aberdeen Group found that PDM users saw a 15% decrease in development time, and were able to reuse data 10% more than non-PDM users. Even businesses who initially hesitated to adopt PDM due to worries over cost and setup have found PDM to be a cost-effective timesaver for their employees.

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      • POSTED IN SOLIDWORKS PDM, CAD

        Connecting SOLIDWORKS PDM via SMTP to Gmail or Office 365

        by Peer Larson on April 3, 2018

        SOLIDWORKS PDM email As more and more SOLIDWORKS users take advantage of all the automation features in SOLIDWORKS PDM, it becomes clear how important it is to keep other users in the loop. This is especially important for both users who aren’t in the vault all the time and those who are never in the vault but still need to know what’s going on. That is when it is handy to take advantage of the ability to send SOLIDWORKS PDM notifications via the external SMTP method instead of the internal database method.

        What this means, is that SOLIDWORKS PDM users who are on the go, on mobile devices, or not even part of the SOLIDWORKS PDM environment can be aware of what is happening in the engineering process related to ongoing and upcoming projects.

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

          Resetting the PDM Admin Password in SOLIDWORKS

          by Lindsay Early on March 30, 2018

          PDM Admin passwordA question I often hear from new SOLIDWORKS administrators is “how do I change the PDM Admin password in SOLIDWORKS?” When I hear this question, it’s usually for one of two reasons. Either, the administrator needs to change it to a more secure password, or the administrator has misplaced the password and needs to reset it.

          In this blog, I demonstrate step-by-step instructions and tips on how to simply change the PDM Admin password. Let’s get started.

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

            What You Missed at SOLIDWORKS World: How to use SOLIDWORKS Treehouse and Templates to Create Assemblies Faster

            by Heather Dawe on February 27, 2018

            SOLIDWORKS TreehouseOne of the most highly anticipated events at a SOLIDWORKS World conference is being able to attend break-out sessions that are hosted by Certified SOLIDWORKS users on an array of different subjects. If you weren’t able to make it to this year’s conference then you’re in luck. This blog covers what Fisher Unitech SOLIDWORKS Expert Heather Dawe presented to users to show how SOLIDWORKS Treehouse and templates can be used to create assemblies faster.

            SOLIDWORKS Product Data Management (PDM) templates are one of the most commonly used automation processes in a PDM vault. They can be used for everything from creating new project folder sets, to writing ECO’s/ECR’s, to generating new SOLIDWORKS files. Many companies already use PDM Templates to create new project folder sets. These folders can be used to implement project-wide variables and can be populated with pre-designed template files to create a uniform, organized project folders. What a lot of users don’t know is that by using a little-known tool called SOLIDWORKS Treehouse, you can take your assembly to the next level and use you PDM templates to kick-start your project planning and create your assemblies quicker.

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

              2 SOLIDWORKS Tips For Working with Large Assemblies

              by Toby Schnaars on February 13, 2018

              SOLIDWORKS Large assembliesDo you often find that your SOLIDWORKS large assemblies are sluggish? Do you experience slow open time, lag, and a slow save time? If you do, you’re not alone, but there are several variables you may not have considered that could be causing this lackluster performance. In this blog series I’ve been covering each of those variables to help you get your SOLIDWORKS large assemblies opened, working, and saving faster.

              In my first blog, I showed several examples of a large assembly that was slow to open, slow to save, and slow to work with. We were able to remedy that by opening the assembly locally, we turned off shadows and shapes, real view, and changed the display to shaded. In part 2, I talked about network bottlenecks and the differences in hard drives and how those can affect how your large assembly performs. Part 3 introduced the “Automatically Load Components Lightweight” option in SOLIDWORKS and how to reduce the amount of data being opened. Continuing with that trend, today we’re going to talk about a couple of best practices for working with assemblies in general but especially with large assemblies.

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              • POSTED IN SOLIDWORKS, SOLIDWORKS PDM, CAD

                Using Automatic Login with SOLIDWORKS PDM

                by Heather Dawe on December 26, 2017

                Automatic login with SOLIDWORKS PDM-1One of the best features of SOLIDWORKS PDM (Product Data Management) is its integration with Windows Explorer and how it allows users to access the SOLIDWORKS PDM vault directly from Windows Explorer. In this tech tip, I’m going to discuss three different ways users and administrators can set up an automatic login with SOLIDWORKS PDM, which allows users to access the vault and get working faster. Let’s get started.

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                • POSTED IN SOLIDWORKS, SOLIDWORKS PDM, CAD

                  What’s New Series - SOLIDWORKS PDM 2018

                  by Christa Prokos on December 6, 2017

                  SOLIDWORKS PDM 2018Today in our blog series about what’s new in SOLIDWORKS 2018 we’re covering SOLIDWORKS PDM 2018. If you’re not familiar with SOLIDWORKS PDM, it’s product data management software used by organizations large and small to improve product development collaboration and automate workflows.

                  New features in SOLIDWORKS PDM 2018 include design branching and merging, which will help users improve the process of handling various design change scenarios such as engineering change requests, working with external vendors, and more.

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                  • POSTED IN SOLIDWORKS, SOLIDWORKS PDM, CAD

                    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 SOLIDWORKS, SOLIDWORKS PDM, CAD

                      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 SOLIDWORKS, SOLIDWORKS TIPS & TRICKS, SOLIDWORKS PDM, CAD

                        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 SOLIDWORKS, SOLIDWORKS PDM, CAD

                          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 SOLIDWORKS, SOLIDWORKS TIPS & TRICKS, SOLIDWORKS PDM, CAD

                            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 SOLIDWORKS, SOLIDWORKS PDM

                              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 SOLIDWORKS, SOLIDWORKS PDM, SOLIDWORKS TRAINING

                                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 SOLIDWORKS, SOLIDWORKS PDM, CAD

                                  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 SOLIDWORKS, SOLIDWORKS PDM, CAD

                                    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 SOLIDWORKS, SOLIDWORKS PDM, CAD

                                      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 SOLIDWORKS, SOLIDWORKS PDM

                                        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 SOLIDWORKS, SOLIDWORKS PDM, CAD

                                          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 SOLIDWORKS, SOLIDWORKS PDM, CAD

                                            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 SOLIDWORKS 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 SOLIDWORKS, SOLIDWORKS PDM

                                                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 SOLIDWORKS, SOLIDWORKS SIMULATION, ELECTRICAL, SOLIDWORKS PDM

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

                                                    EPDM TECH TIP: Making a Dynamic Dropdown for your Datacards

                                                    by Lindsay Early on September 15, 2014

                                                    In SOLIDWORKS PDM, you can insert a Combobox Dropdown that will allow you to either type in an entry or choose from a list. What if you want your typed entries to show the next time you use that dropdown? This is possible through the use of a list that is based on a SQL query. First, you will want to create a list that will contain the items you would like to start with in your dropdown. In this example, I have created a list called Start Customers.

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