Articles by: Joe Medeiros, CSWE

Joe Medeiros is a SOLIDWORKS and PDM Certified Expert. He has been helping SOLIDWORKS users with training, mentoring and implementations since 1998. He combines industry experience with a thorough understanding of SOLIDWORKS products to assist customers in being successful. He shares his experience and expertise through blogs; one of which has been incorporated into the SOLIDWORKS Essentials training manual.

Verify SOLIDWORKS PDM Connectivity with an ODBC Test

To verify that a PDM Client computer or Archive server can communicate with the SQL (Database) Server, a SOLIDWORKS PDM ODBC test can be performed. ODBC (Open Database Connectivity) is accessed from the Windows Administrative Tools: The testing is defined from the System DSN tab, by clicking on Add and selecting SQL Server Any Name can be…

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How to determine which SOLIDWORKS PDM Variable is connected to a Data Card Control

A quick way of determining which SOLIDWORKS PDM Variable is connected to a Data Card Control, is from within the Local Vault View. With the Data Card Tab selected: Click on the Help Icon, in the top-right of the lower panel. A question mark will appear next to the the mouse cursor: Then click on…

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Configuring the SOLIDWORKS PDM Standard Drawing to PDF Convert Task

In SOLIDWORKS PDM Standard, PDF Convert Task can now be created to convert SOLIDWORKS Drawings to PDFs. Tasks are created through the SOLIDWORKS PDM Administration, by accessing the Task node. The Task node will contain the Task List, which can used to view the Task status and to manually launch the Task. The Convert Task will…

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Update File Attributes from SOLIDWORKS PDM Database

File attributes from database

To update a file’s Custom Properties with the corresponding variable values in the SOLIDWORKS PDM Vault Database, select one or more files from within the PDM Local Vault View, then from the Modify pull-down select Modify > Update > File Attributes from Database.  

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How to update Values in Files located in your SOLIDWORKS PDM Vault

The SOLIDWORKS PDM Local Vault View tool: Modify > Update > Values in Files, is a great tool for copying variable values, from a Folder Data Card, to Files. This tool will copy specified Variable values in a folder, to corresponding variables of selected files. As noted, this tool is available in the PDM Local…

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Converting a SOLIDWORKS Drawing to a PDF in SOLIDWORKS PDM Standard

New in SOLIDWORKS PDM Standard 2018, is the ability to run Convert to PDF on SOLIDWORKS Drawings. This is enabled through PDM Tasks. Tasks are used to automate procedures, that are performed regularly. The Convert Task in SOLIDWORKS PDM Standard, automates the process of creating PDFs of SOLIDWORKS Drawings. This Task uses the same mechanics…

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Creating and using SOLIDWORKS PDM Labels

SOLIDWORKS PDM Labels are used to add a note to a version of a file. Once added, Labels can be used in searches, as well as adding information to a file’s History. Labels in many ways perform the same functions as Version Comments, but unlike a version comment, a Label can be added without creating…

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SOLIDWORKS PDM Maintenance & Backup Recommendations

For SOLIDWORKS PDM Maintenance to optimize performance and prevent data loss, it is important to perform scheduled back-up of your PDM components. Let’s first examine the components that should be backed up. These components are: The SQL Database, The Archive Folder and The Archive settings. With the first two components, failing to back these up…

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