SOLIDWORKS PDM

Tips and Techniques for SOLIDWORKS PDM Users and Administrators

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 Office products such as Word, Excel and PowerPoint that allows you to perform PDM vault commands on open documents. You can select the Microsoft Office add-in (Microsoft Office Integration) option when installing the SW PDM client if Office applications are detected on the system. Manual installation…

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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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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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