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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 – Copying items Between Vaults

Drag and drop copy

Items on one vault can be copied by drag and drop, to another vault. In the originating vault, left click on the item you want to copy and drop it onto the target vault.  …

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SOLIDWORKS PDM Database Upgrade Tool

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After updating your SOLIDWORKS PDM Professional vault to a newer major release you will receive a message similar to the below image when you try to access the vault. The above message does not make…

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EPDM – Updating Broken File References

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Sometimes when files are moved, renamed or deleted, file references can be broken. Update References can be used to re-establish the file references.

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Translating Parts from Inventor into SolidWorks while maintaining their Features

A quick update to this post as our good friends at SolidWorks were kind enough to point out that I had not given the Inventor View Product it’s due. To that end I thought I should clear up some more of the hearsay and rumor surrounding translating files from Autodesk’s Inventor Product. Translation of individual…

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EPDM – How to Obtain a License File

click login

A new EPDM license file is required when you update to a new release of SolidWorks Enterprise PDM or if additional licenses are purchased. Your EPDM License File can be obtained from the SolidWorks Customer Portal at…

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SolidWorks EPDM – Update Values in Files

Modify1

Changing the value of a variable in the Folder Card may not propagate to File Card, even though the File Card is set to inherit that value from the Folder Card. The “Update Values in…

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EPDM – Using the Report Generator

adding report

The SolidWorks  PDM Report Generator provides the means of querying a SQL Database, without running the query from within SQL Management Studio In order to run Reports, a User or Group, must be granted this permission. This…

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EPDM Performance

epdm perf calc

Over the last 7 years I have been working with EPDM I have had many clients justify the investment based purely on performance increase. Many clients without a PDM system in place need to work…

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PDM – Mapping Variables to Microsoft Word

Variables open

EPDM variables can be mapped to a Microsoft Office document, automatically populating documents such as ECN’s (Engineering Change Notices). 1) In this article, the appropriate variable used will be Affects, and it has been configured…

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Product Lifecycle Management Made Easy

SolidWorks PLM Process

Businesses want to automate the connection between Product Design and Operations to be more efficient and innovative throughout the product lifecycle. But traditional, top-down approaches to Product Lifecycle Management (PLM) are often too complex, time-consuming, and costly—making…

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SOLIDWORKS PDM Collecting Support Information

The SOLIDWORKS PDM Professional Administration tool contains a wizard that can simplify collect support information to aid in troubleshooting. Here’s a video that demonstrates how this tool is used.

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How to use the Ping Test to check for SOLIDWORKS PDM Connectivity Issues

Ping Test With Log Ping Test Results

The SOLIDWORKS PDM ping test can be used to troubleshoot connectivity issues between the server and client computers, as well as between replicated archives. The video below illustrates how to do this along with the…

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EPDM – What do all those Icons mean?

EPDM Icons4

I frequently get asked, “What do all the icons mean?”. This legend is in the EPDM Help file, but it can be difficult to find. Below is the table from the help file, listing the…

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Creating a Reference between a SolidWorks File and Another File Type within SOLIDWORKS PDM

In the PDM vault, click the SOLIDWORKS file and select the "BOM" Tab to show the parts references. The Word document is now showing

When working in SOLIDWORKS PDM sometime you might have a need to include a file in another files reference list. This could be a non-SOLIDWORKS file (PDF, Microsoft Document, JPG, etc) in the BOM’s or…

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EPDM – What can you do when you get the message “Cannot check in file”

There can be a number of reasons for this message, some of which can be controlled by good Vault View management, others can indicate permissions issues, while other still can indicate problems with file(s). In many cases this issue can be overcome by: Copy or save the file that can’t be saved outside the vault. Do an…

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TriMech has compiled this recommended SOLIDWORKS 2024 hardware guide to aid you in the process of upgrading or purchasing new hardware for SOLIDWORKS.

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Transfer activation in SOLIDWORKS

IMPORTANT! Transfer Activation Prior to Upgrading to SOLIDWORKS 2024

Prior to installing SOLIDWORKS 2024, you need to transfer activation from your prior release of SOLIDWORKS to ensure it’s available to activate SOLIDWORKS 2024.

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SOLIDWORKS Packages Comparison

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