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SOLIDWORKS PDM

Tips and Techniques for SOLIDWORKS PDM (Product Data Management) software for Users and Administrators

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EPDM – The Template Node

New template

Templates can be used to create files from a master file (i.e. ECO’s), project folder structures and assign variables through a Template Card. This article will provide an overview of the main sections which can…

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Automatically Naming SOLIDWORKS Files with Serial Number

Create serla number

In SOLIDWORKS PDM, files can be automatically named or renamed when a file is saved. This setting can only be set when the ‘Admin’ user is logged in and this setting change needs to only…

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PDM – Using “Link to content” to Define custom file properties in Excel

define name

With ECO’s/ECN’s, consistency of data input can be ensured by populating the ECO’s/ECN’s with Variables (Custom Properties) entered through Data Cards. These ECO’s/ECN’s are often in the form of a Word or Excel documents. In this article we will…

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EPDM – SQL Memory Settings

server properties2

The SQL server will use up memory based on available system resources. Once the memory is allocated it may not be released until the service is restarted. This is normal behavior for SQL and is not a memory leak….

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EPDM – Indexing the Vault for Content Searching

When you index a vault archive, the search tool can use the content search option to search a document’s contents or properties. The first step is to set-up the Enterprise PDM index server, on the SQL Server hosting the vault database. The SolidWorks Enterprise PDM Installation Guide (found in the \Support\Guides\<lang> directory on the installation media) outlines how this…

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EPDM – Don’t Prompt to Save Read Only Referenced Documents.

dont prompt to save read only

When saving a top level document you may be prompted to save any referenced documents that you do not own. This can result in being prompted multiple times to save these read-only documents. To avoid…

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EPDM – Office Templates

New Template

This article is a continuation on my previous articles relating to linking Data Card Variables, to Office Properties. In this article we will look at how to create a Word or Excel template that can be…

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SolidWorks PDM – How to Reset the “sa” Password in SQL Server Management Studio

launch Mangement studio

if you’ve forgotten or lost the “sa” (System Administrator) password for your SQL Server instance, you can reset it using Microsoft SQL Server Management Studio (SSMS). Here’s how you can do that in SQL Server…

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EPDM – Saving the Event Viewer Log

start event viewer

The EPDM user log file and the Archive Server log, can help to identify issues with EPDM, but some events are not captured by these logs. The Windows Application Log can often reveal issues not seen in…

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Setting Up the Solidworks Workgroup PDM Viewer

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UPDATED May 1, 2015 A license of SolidWorks Workgroup PDM Advanced Server is required for use of the Solidworks Workgroup PDM Viewer. The SolidWorks Workgroup PDM Advanced Server is not included with Solidworks Basic Professional or Premium and must be…

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EPDM – Adding a viewer to EPDM

User Node

A default viewer can be assigned to preview selected file types from the Local Vault View. In the EPDM Admin Tool, either under the Group or User Node, right click on a group or user and select Settings….

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EPDM – “SolidWorks Rename” Creates Duplicate File in the Vault

SW

The SolidWorks rename option available from the SolidWorks Explorer or Windows Explorer will not handle renaming the vault file correctly as it only processes the locally cached copy of the file.  It will not rename the vaulted file but create…

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Populating cells in Microsoft Excel with EPDM variables

In prior posts we have shown you how to link EDPM variables to the custom properties of a Microsoft office document. What if you need to push that data into the cells of a Microsoft Excel Spreadsheet?

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EPDM – Multi-Line Edit Box Character Limit

The Character limit that can be entered into a multi-line Edit box, of a data card is 2^20- 1 (1,073,741,823), but the custom property character limit of a program may have a smaller upper limit. For example in SolidWorks the upper limit is 1000 characters, while in Microsoft Office it is 256 characters. Adding more characters then the limit will result in a truncated…

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EPDM – Enabling the eDrawings User Interface in the Explorer Preview Window

UI disabled

For increased performance, the eDrawings User Interface is disabled in the Explorer preview window. To enable the eDrawings User Interface left click in the preview window. The eDrawings Toolbar can be displayed selecting “Show full UI in…

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