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PDM Professional

How to copy entire folder structures into the SOLIDWORKS PDM Professional Templates dialog

It’s no secret I’m a big fan of  SOLIDWORKS PDM Professional templates.  Previously as a vault administrator I had an obsession with folder structure. I found that every user had a style to file management with regards to folder structure which resulted in inconsistencies depending on…

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How to customize SOLIDWORKS PDM Menus

It’s easy to customize SOLIDWORKS PDM menus to better suit the needs of a group or a user that is working in a PDM vault. An example of this is how the right-click shortcut menus and toolbars within the Vault View can be easily customized. The Administrator can…

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How to link PDF Document Properties to SOLIDWORKS PDM Professional Data Card Variables

In SOLIDWORKS PDM Professional 2016 it’s possible to link PDF document properties with SOLIDWORKS PDM variables and create a two way relationship. How To Map Custom Properties to PDF Data Cards First step is to create some variables for this information via Administration Tool > Variables > Right-Click > New Variable…

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What are the SOLIDWORKS PDM options for managing archive server disk space?

SolidWorks EPDM Windows Explorer

There are a few built in options provided by SOLIDWORKS PDM for managing archive server disk space and reducing folder size used: Cleanup – Remove deleted files Deleted files and folders are not available from the vault but still exist within the archive.  To completely remove…

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