SOLIDWORKS PDM

Tips and Techniques for SOLIDWORKS PDM Users and Administrators

Installing SOLIDWORKS without the Toolbox Data

Starting with SOLIDWORKS 2020, when deploying SOLIDWORKS using an Administrative Image, you can choose not to install the SOLIDWORKS Toolbox data files. This is useful if your SOLIDWORKS Toolbox is located in a central location such as the SOLIDWORKS PDM Vault or network drive.  Previously, especially if you were using PDM, this was a trickier…

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SOLIDWORKS PDM Professional Convert Task Execution Method

SOLIDWORKS PDM Execution Method

Within SOLIDWORKS PDM Professional, when creating a task after selecting which computers can support the task, we have 3 options for the execution method; Let the system choose the computers to execute the task Prompt the user to choose a computer when the task is initiated Execute on the computer where the task is initiated…

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How to add a Zoom To Fit command to the SOLIDWORKS PDM Convert Task

Zoom To Fit command applied to the screen

The SOLIDWORKS PDM convert task, opens the model, and completes a save as PDF.  If the last save of the model was zoomed out, it can result in an excess of empty space, as shown in the example below: With a small edit to the script, we can add a Zoom To Fit command before…

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How to change user name to full name in SOLIDWORKS PDM

In SOLIDWORKS PDM, the user name can be changed to full name displayed in the “Checked Out By” column. This can be completed on any client machine. Login to the vault in SOLIDWORKS PDM Administration tool as Admin Right-click on Users tab and select Settings… In Explorer tab, check box for Show full user names…

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Configuring the SOLIDWORKS PDM Print Task

SOLIDWORKS PDM Print Task

In SOLIDWORKS PDM Professional, you can configure the Print task provided by the SOLIDWORKS Task Add-in to specify the computer, printer, and print settings to use. The Print task can be configured to run silently when executed or a user who initiates the task can select all or some of the print properties. The Print…

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How to Monitor Tasks in SOLIDWORKS PDM

SOLIDWORKS PDM Monitor Tasks

Use the Task List dialog box in SOLIDWORKS PDM Administration to monitor tasks and view information about completed tasks. To monitor tasks: Expand Tasks and double-click Task List In the Task List dialog box, under Pending tasks, view tasks that are executing or waiting to execute You can Suspend, Resume, or Cancel pending tasks Under…

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How to search files checked out by SOLIDWORKS PDM users

It is often important for users to locate files they have checked out to themselves. These files should be checked in regularly. To help find those files, the search engine allows for the checked out criteria to be searched on. The Checked in/out tab allows a user to search for: Checked in files Checked out…

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How to prevent transition actions from selecting all child references in SOLIDWORKS PDM – Updated

SOLIDWORKS PDM transition actions

By default when SOLIDWORKS PDM transition actions complete a change state operation on a file, all the referenced files will be selected to transition: You can de-select any files to exclude them from the transition. Some users like the files selected by default, as it ensures no files are forgotten files when transitioning an assembly….

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SOLIDWORKS Design Time Tracking and SR&ED

When doing SOLIDWORKS design work, time tracking is a great idea. I have done a bunch of time studies in the manufacturing world and this helps dictate how long an expected operation should take. Take your car dealership mechanic for example, if you take your car in to change brakes, they have a book (online…

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