SOLIDWORKS PDM

Tips and Techniques for SOLIDWORKS PDM Users and Administrators

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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3 Reasons for Upgrading SOLIDWORKS PDM Standard to Professional

SOLIDWORKS PDM Standard vs Professional

With fast-moving projects and complex designs, data management is extremely important in any environment.  A primary goal of a data management solution is to keep the designers designing and let the data management system handle all the tedious tasks of updating values, tracking file history and revision management.  SOLIDWORKS PDM Standard is a great tool…

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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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