Articles by: Justin Williams

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

SOLIDWORKS PDM 2017 Client and Server Service Pack Compatibility

SOLIDWORKS PDM 2017 Client Server Compatibility now allows a mismatch between client and server components within the same major version. Which means any PDM server component upgrades will NOT require an upgrade to each client. Attention all IT System Administrators! Previously client and server components were required to be same major…

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SOLIDWORKS PDM 2017 Copy Group Permissions and Members

One of my favorite new enhancements within SOLIDWORKS PDM 2017 is that Vault Administrators can copy group permissions and members from an existing group when creating a new group.  Previously the only way to copy permissions to a new group was manually; which was a monotonous task to say…

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SOLIDWORKS PDM 2017 Rollback Enhanced to include References

SOLIDWORKS PDM Rollback

The Rollback feature in SOLIDWORKS PDM 2017 has been enhanced to allow a parent file to be rolled back with its child references and files indicated as sub-parents (such as drawing files) to a previous version, state and revision.  Previously this command could only be performed on individual files and didn’t include referenced files….

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Setting Up an Automatic Login for SOLIDWORKS PDM

SOLIDWORKS PDM has the ability for administrators to enable automatic login for users, simplifying the process for users accessing the vault. Depending on which type of login used, here are the steps to enable automatic login; SOLIDWORKS PDM Login Start the Administration Tool and pick Local Settings >  Settings…

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How to use the SOLIDWORKS PDM Professional Move Tree Feature

The benefits of copy tree and how to use it have been well documented.  Similar to Copy Tree, SOLIDWORKS 2015 and 2016 include the Move Tree feature, which instead of copying; will move partial or entire file and folder structures, including related drawings, to another folder or folders maintaining…

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Adding a Search Favorite in SOLIDWORKS PDM Professional

In SOLIDWORKS PDM Professional you can add a Search Favorite, making it quicker and easier to access frequently used searches via Windows Explorer. Listed below are the steps to create a SOLIDWORKS PDM Professional Search Favorite: To save a search simply expand the favorites drop-down and select Add To Favorites option…

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How to link PDF Document Properties to SOLIDWORKS PDM Professional Data Card Variables

In SOLIDWORKS PDM Professional 2016 it’s possible to link PDF document properties with SOLIDWORKS PDM variables and create a two way relationship. How To Map Custom Properties to PDF Data Cards First step is to create some variables for this information via Administration Tool > Variables > Right-Click > New Variable…

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Rename a file in the SOLIDWORKS FeatureManager Design Tree and PDM will update all the references

When you rename an assembly file in SOLIDWORKS via the FeatureManager Design Tree SOLIDWORKS PDM will update all the references for you automatically. Here I have a SOLIDWORKS flashlight assembly: I’d like to change the name of my sub assembly Head_sub to JavHeadSubAssy. SOLIDWORKS PDM rename file requirements…

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What are the SOLIDWORKS PDM options for managing archive server disk space?

SolidWorks EPDM Windows Explorer

There are a few built in options provided by SOLIDWORKS PDM for managing archive server disk space and reducing folder size used: Cleanup – Remove deleted files Deleted files and folders are not available from the vault but still exist within the archive.  To completely remove…

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