How to perform a synchronization between SOLIDWORKS PDM and SOLIDWORKS Manage

Article by Justin Williams updated August 19, 2020

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Within SOLIDWORKS Manage, there are scenarios (upgrading, etc) where a manual synchronization of the PDM object is required to ensure everything is up to date between SOLIDWORKS Manage and PDM.

How to run a synchronization of a SOLIDWORKS ‘PDM’ object

  • Within SOLIDWORKS Manage;
    • Options > Administrative Options
SOLIDWORKS Manage Administrative Options

SOLIDWORKS Manage Administrative Options

  • Structures > Documents & Records
    • Select the PDM Object RMB Edit
Edit ManageVault PDM Object

Edit ManageVault PDM Object

  • Within the SOLIDWORKS PDM Configuration Wizard via the drop-down jump to the Completed page and select Finish
Process Complete

Process Complete

  • Within the Synchronization details dialog select Synchronize
Synchronize

Synchronize

  • When complete we can close the Synchronization details dialog and the SOLIDWORKS PDM Configuration Wizard
Synchronize complete

Synchronize complete

On some specific occasions, it may be required to include all the PDM documents in a synchronization.  These generally take a lot longer depending on the size of the vault, so should only be performed when necessary.

How to include document folders in a Synchronization

  • Edit the PDM Object (see above) and within the SOLIDWORKS PDM Configuration Wizard jump to the Connection page
    • Within the Connection page select Enable Synchronization and get all PDM Objects
Enable Synchronization and get all PDM Objects

Enable Synchronization and get all PDM Objects

  • This will perform the same sync as above, but also include all the PDM Document Folders
Include all the PDM Document Folders

Include all the PDM Document Folders

As mentioned previously, this may take some time to complete.  If a sync of all PDM files isn’t required, we can limit this to specific folders

How to limit a Synchronization to specific folders

  • Within the Synchronization details dialog
    • Uncheck Update Document Folders then expand and select the desired folders to synchronize
Uncheck Update Document Folders

Uncheck Update Document Folders

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Justin Williams

Justin Williams is a Data Management Applications Expert based in Edmonton, Alberta, Canada.