SOLIDWORKS PDM

Tips and Techniques for SOLIDWORKS PDM Users and Administrators

SOLIDWORKS PDM 2021 Assembly BOMs now support Cut List items

SOLIDWORKS PDM BOM with Cut List

Starting in SOLIDWORKS PDM 2021, Cut List items can be shown as children of their part files in any Bill of Materials (BOMs), not only in the part Cut List or Weldment BOMs, as was the case until SOLIDWORKS PDM 2020. This makes it much easier to visualize and export a complete BOM structure with…

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SOLIDWORKS PDM 2021 Top 5 What’s New Enhancements

SOLIDWORKS PDM 2021 Treehouse View

DS SOLIDWORKS have added many new enhancements to SOLIDWORKS PDM 2021. The latest release lets you explore and document references with the highly-requested Treehouse View for Contains and Where Used. Workflow Icons build in visual recognition and awareness of your processes across the team. Bill of Materials options provide more CAD workflows, and everyday PDM…

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Specifying a New License Manager Server Location for SOLIDWORKS PDM

License Manager Server

When server components are moved, in particular, the SOLIDWORKS SolidNetWork License Manager, the path to the new location may need to be defined. This is done from the SOLIDWORKS PDM Administration.  To do this, double-click the License node to open it. In the server list, add the new server and remove the old one. Be…

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How to perform a synchronization between SOLIDWORKS PDM and SOLIDWORKS Manage

Performing a Synchronization between SOLIDWORKS PDM and Manage

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 Structures > Documents & Records Select the PDM…

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Using SOLIDWORKS with Microsoft Office 365

DS SOLIDWORKS does not officially support the use of Microsoft Office 365 and similar outsourced mail servers. SOLIDWORKS does provide a Knowledgeable article that offers a possible workaround. This article contains a link to a utility for creating a E-MailRelay , as well as a PDF containing general instructions on using this utility. NOTE: This…

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Setting Up a SOLIDWORKS PDM Test Environment for a New Major Release

When there is a new release of SOLIDWORKS PDM, it is wise to first test the upgrade so that you can identify and address any problems, before updating your production vault. SOLIDWORKS PDM uses the SolidNetWork License Manager (SNL) and this needs to first be updated to the same version of SOLIDWORKS PDM that is…

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SOLIDWORKS PDM Custom Revision Table Columns

SOLIDWORKS PDM Custom Revision Table

This article builds on an excellent one posted by my colleague Justin Williams. In his article, Justin explained how to link SOLIDWORKS PDM variables to a SOLIDWORKS revision table. In this article, I will look at how to add additional columns to a SOLIDWORKS Revision Table and link these to PDM. I will first add…

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How to manually install the SOLIDWORKS PDM Microsoft Office Add-in

Microsoft Office Add-in

SOLIDWORKS PDM Professional includes a Microsoft Office Add-in for Excel, Word and PowerPoint that allows you to perform vault operations on documents opened in the Office application. Normally you would select the Microsoft Office add-in (Microsoft Office Integration) option during the client installation if Office is detected on the system. If for some reason you…

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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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