Javelin / TriMech Author

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.

SOLIDWORKS PDM Custom Properties & Sheet Tabs

SOLIDWORKS PDM Custom Properties & Sheet Tabs

Drawings do not have sheet specific custom properties and because of this, in the SOLIDWORKS PDM Data Card,  their properties always appear under the @ tab. This can result in the @ tab and Sheet(s) tab(s) displaying differing information.   We can use the option…

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How to create a duplicate SOLIDWORKS PDM Vault

duplicate SOLIDWORKS PDM Vault

In a previous article I described how to create a Sandbox Vault. This will create a new vault with the same vault settings, but it does not copy the Database or the Archive. We can copy the Database and the Archive or parts of the archive…

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Do you know that SOLIDWORKS PDM has a Search Tool?

Default SOLIDWORKS PDM Search

Often when I’m working with SOLIDWORKS PDM users, I’ll see many navigate to files, by browsing through folders. This method is cumbersome and requires remembering in which buried sub-folder a file is stored in. These same users are often surprised to hear that SOLIDWORKS PDM…

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Accessing the SOLIDWORKS PDM Local Vault View from the Windows 10 Taskbar

Accessing SOLIDWORKS PDM Local Vault View

Recently I was asked how to add a SOLIDWORKS PDM Vault View shortcut, to the Windows Taskbar. I was told that in previous Windows releases, this was possible. I did some research and found that this was never possible; in previous releases of Windows, but…

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Microsoft SQL Server Management Studio can be installed for SOLIDWORKS PDM Standard

Microsoft SQL Server Management Studio

Microsoft SQL Server Management Studio is the front-end to SQL Server, that allows you to query databases, manage your vaults and run Maintenance Plans. The Maintenance Plans are of great importance, as they can increase performance and back-up your database(s). SQL Management Studio (SSMS) ships with…

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Uninstalled Microsoft SQL Server but components have been left behind?

Uninstall microsoft sql server

In some cases, when you uninstall Microsoft SQL Server, some components may be left behind. This could prevent the proper re-installation of Microsoft SQL Server, or interfere with its normal operation. As an example, a SOLIDWORKS PDM Administrator may encounter connection issues, when attempting to…

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How to create the Local Vault View in SOLIDWORKS PDM

SOLIDWORKS PDM Standard Create Local Vault View

Once the SOLIDWORKS PDM Standard Server and Client components have been installed, a Local Vault View needs to be created. The Local Vault View is where the vault files are cached, when a Check Out or Get is performed on a vaulted file. By caching…

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SOLIDWORKS PDM STANDARD Windows Explorer Overview

Vault View in Windows

In this article, I will provide an overview of the SOLIDWORKS PDM Windows Explorer View for a local vault. This Vault interface is available to all Client License Types. SOLIDWORKS PDM Client License Types Below is a list of the different PDM Client License Types….

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How to use an Object Type Condition in SOLIDWORKS PDM Workflows and Categories

Object Type Options

SOLIDWORKS PDM Conditions are powerful tools for controlling document flow, through a Workflow Transition. In a previous article titled, SOLIDWORKS PDM Transition Conditions, I looked at the general use of Conditions. Most of the available Conditions, such as Category, File Path, Revision and Variables are self…

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Creating a Report Query with SOLIDWORKS PDM

SOLIDWORKS PDM Report Query

SOLIDWORKS PDM Reports are useful for extracting information from an SQL database, without the need to run a SQL query. While SQL queries will return the information requested, running these queries requires knowledge of the syntax, used to compile them. Most SOLIDWORKS PDM users do…

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SOLIDWORKS PDM STANDARD: Configuring the Vault

Configuring SOLIDWORKS PDM Standard Vault

In this article, we will review the main components, of the SOLIDWORKS PDM Administration tool. Understanding the use of this tool is important, in order to manage and Configure SOLIDWORKS PDM Standard Vault effectively. Before configuring a SOLIDWORKS PDM Vault, the SOLIDWORKS PDM Server and at least…

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SOLIDWORKS PDM Standard: Creating a New Vault

SOLIDWORKS PDM Standard Vault

After installing SOLIDWORKS PDM server and Client, you can now create your SOLIDWORKS PDM Standard Vault, through the SOLIDWORKS PDM Administration tool. The method I find fastest, to access the PDM Administration tool, is to type Admin, in the Windows Start menu and then clicking on the resulting link. Once in…

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SOLIDWORKS PDM Standard: What is PDM?

Explorer view of a PDM Vault

What is PDM? As it applies to the SOLIDWORKS suite of products, PDM is the acronym for Product Data Management, but what does that mean and how does it benefit you, as the user of SOLIDWORKS? At its core, SOLIDWORKS PDM Standard, is about managing…

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Determining what needs to be Backed Up for a SOLIDWORKS Workgroup PDM Vault Migration

SOLIDWORKS Explorer

I’ve written this article at the request of the Javelin Services Group, who are invaluable when performing migrations from SOLIDWORKS Workgroup PDM, to SOLIDWORKS PDM Standard or Professional. This article is an addendum to the article: ‘Backing Up the SOLIDWORKS Workgroup PDM Vault‘ written by esteemed…

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SOLIDWORKS PDM Task Input Card

SOLIDWORKS PDM Task Input Card

When creating or editing a SOLIDWORKS PDM Task, you can specify a Data Card that will be presented when the Task is launched. When the Task is launched, a user will be presented with the specified data card. At this point a user can enter…

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