EPDM

How to use the SOLIDWORKS PDM View Setup Tool

SOLIDWORKS PDM View Setup tool

Once the SOLIDWORKS PDM Client software is installed the next step is to setup the Vault View which give the user(s) access to the vault through Windows Explorer. The easiest way to do this is by using the SOLIDWORKS PDM View Setup tool.  It is recommended that you perform this procedure with full Administrator privileges. SOLIDWORKS PDM View Setup Tool Step-by-step guide The View Setup is found by going to the Start Menu > SOLIDWORKS PDM > View Setup. Screen 1:  Welcome Launch the program then click “Next>“. Screen 2:  Select Servers On the Select servers screen you will see any Archive Servers that your system can currently communicate with across the network.  If you are in a replicated environment make sure that you select the Archive Server that is local to your office (you may need to confirm this with your PDM Administrator to make sure which server is the one…

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How to manually update SOLIDWORKS Toolbox in a SOLIDWORKS PDM Vault

Before you manually update SOLIDWORKS Toolbox in SOLIDWORKS PDM Vault, first ensure there is a full recent back up of the file vault database and archive. Next make sure that all the Toolbox parts are not checked out or in use by any currently checked out assemblies. When an existing major version Toolbox is upgraded, Toolbox parts may be need to be moved, any checked out checked out files will not be moved and could result in the update failing. To Check whether any SOLIDWORKS Toolbox parts are currently checked out: Log into a local vault view as “Admin” and use the search tool to make sure no files are checked out under the Toolbox folder in the vault. To find if any Toolbox parts are used by checked out assemblies, run the SolidWorks Enterprise PDM report “ListAllCheckedOutParentsWithToolboxParts.crp. This report can be downloaded from the SolidWorks Knowledgebase article S-058099. Knowledgebase articles are accessible from the SolidWorks Customer Portal (www.solidworks.com) Check…

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SOLIDWORKS PDM Maintenance & Backup Recommendations

For SOLIDWORKS PDM Maintenance to optimize performance and prevent data loss, it is important to perform scheduled back-up of your PDM components. Let’s first examine the components that should be backed up. These components are: The SQL Database, The Archive Folder and The Archive settings. With the first two components, failing to back these up correctly, may lead to permanent data loss. The first and second components, should be scheduled to occur during the same time span so there are no mismatches in data. For example, the SQL Database and the Archive Folder could be scheduled to occur over night, when no one is accessing the vault. This ensures that the information in the SQL database, matches the files in the Archive. If there are mismatches, those files may not be recoverable, if a fatal event were to occur, such as the loss of a server. Also, back-ups should be done…

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SOLIDWORKS PDM Design Branching & Merging Overview

SOLIDWORKS PDM Branching and Merging, aids in the design process, by allowing the designer to Branch concepts from source file, and combine the successful concepts with the source file. Branching The first part of this process, is Branching. Branching creates copies of a source, in much the same way as Copy Tree, but adds the ability to maintain the History, of the branched files. By maintaining this History, the branches can later merged to their Source. Like Copy Tree, Branch is available from the Tools pull-down, in the PDM Local Vault view.   Many of the options available in Copy Tree, are also available from the Branch Dialogue box. A file can be Branched multiple times and a Branch, can itself be branched. Each Branch is independent of its source file, so that any changes to a Branch or its source, will not affect other branches or the source file….

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How to update SOLIDWORKS PDM Drawings linked to the $PRPSHEET Attribute

Task Scheduler

In a previous article I discussed the use of $PRPSHEET to create a link between Part or Assembly Properties and a Drawing. The article described how to create the link, purely through SOLIDWORKS, and how to use SOLIDWORKS PDM to update the link. While there are advantages to having notes in a drawing linked to Part and Assembly Properties, there is one shortcoming. In order for the links to update, the Drawing needs to be opened and saved. In this article we will look at how SOLIDWORKS Task Scheduler can be used to bulk update these Drawings. What is SOLIDWORKS Task Scheduler? SOLIDWORKS Task Scheduler, is a standalone application, that is used to schedule SOLIDWORKS tasks. The Update Task, will open and save documents, in SOLIDWORKS, in order to update the SOLIDWORKS files. Update Files Task This task, can be used to update Drawings, that use $PRPSHEET. These updates are required,…

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Best Practices for using $PRPSHEET in SOLIDWORKS PDM

The use of $PRPSHEET can be confusing, since it can be used in more then one way and can interact with SOLIDWORKS PDM or be independent of PDM. $PRPSHEET is intended to get information from one document, such as a part or assembly, into another document, such as a drawing. In order to understand how this transfer of information works, we need to understand the mechanism behind it. SOLIDWORKS uses metadata, to share information between documents.  Metadata, is data that describes other data. In SOLIDWORKS, metadata is referred to as Properties and a Property will have an associated Value. In the below example, we see that a part, has a Property called ‘Customer’ and this Property has a Value of ‘ACME’. This Property (metadata) describes the part, as being associated with a Customer, whose name is ACME. The same Property can be used between multiple documents, but for each document, the Value…

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Moving SOLIDWORKS PDM Files does not regenerate Data Card Values?

When moving SOLIDWORKS PDM files between folders, with the option ‘Folder data card variable’ checked the result may not be what you are expecting.   The expectation would be that any Data Card Control, with ‘Folder data card variable’,  would pull the Variable Value from the Folder Card, regardless how the file made its way to the folder. When a file is moved or copied and the associated Data Card has Default Values, the existing values are copied to the target file. The default values of the target file are NOT regenerated. With the exception of: Data card variables with the Unique flag set. If this set, the variable value is cleared, the user is warned and the default value is regenerated. Data card variable is a serial number. The user is warned and the variable value is set to next available serial number. Default Overwrites is enabled for data…

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How are SOLIDWORKS PDM drawing properties updated?

SOLIDWORKS PDM drawing properties

In previous Javelin blogs, it was explained how to use $PRPSHEET “Write Drawing Card With Part Card Variables“. While this is a good tool for reducing workload, and ensuring consistency of data entry by reducing the number of data cards where information has to be entered; there is one limitation that needs to be understood. Updating the component (part or assembly card) does not update the drawing properties, until the drawing is opened in SOLIDWORKS. The reason for this, is that metadata, in the form of Custom Properties, is not written to a file until it is loaded into system memory, typically by opening the file. The most common place where this limitation will present itself, is the Preview tab of the PDM Local View. For example, if a title-block note is set to inherit a component property using $PRPSHEET. Or if the the note is linked to a Drawing…

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