SOLIDWORKS 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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Why are Blue Folders being displayed in SOLIDWORKS PDM?

Are you seeing SOLIDWORKS PDM blue folders in your vault view, instead of the standard green colour? If so, this simply means you are working offline and not connected live to the vault server. This happens when you click the Work Offline button on the vault login screen, or attempt to login when you are disconnected from your network, it will default to offline since you are after all, offline. Return to Green Folders The solution is an easy one — within Windows Explorer > click on your vault view folder > in the Tools menu > select Work On-line. Your vault view will now connect to the actual vault and your folders will go back to being green.

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SOLIDWORKS PDM Reorganize Index Process

EPDM Reorganize

SOLIDWORKS PDM Reorganize Index or Rebuild can increase performance on a fragmented database. If fragmentation is between 10 – 30% then Reorganize is recommended, when above 30% a Rebuild would be best. For fragmentation values lower than 10%, or for smaller databases, Reorganize and Rebuild may not increase performance. The SOLIDWORKS Knowledge Base article S-061702 offers a query to find average fragmentation and provides guidance on whether to use the Reorganize or Rebuild tasks. How to Reorganize a Single Database In the example below, we will look at how to create a one time task to Reorganize a single database. I am specifying a one time task as I wish to only use this task when fragmentation is between 10 – 30% as noted earlier. In Microsoft SQL Server Management Studio (2014), under Management, right-click on Management Plans and select Maintenance Plan Wizard. Identify the Plan Properties. Since I only want to run this task when there…

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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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Accessing the SOLIDWORKS PDM Local Vault View from the Windows 10 Taskbar

Accessing SOLIDWORKS PDM Local Vault View

Recently I was asked how to add a SOLIDWORKS PDM Vault View shortcut, to the Windows Taskbar. I was told that in previous Windows releases, this was possible. I did some research and found that this was never possible; in previous releases of Windows, but it was possible in the first preview of Windows 10. There is a way to access the SOLIDWORKS PDM Local Vault View from the Windows 10 Taskbar, this is done by: Right-clicking on the Windows Explorer Icon, in the Windows Taskbar Then clicking on the PDM Local Vault View.

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Using a Configuration based on a SOLIDWORKS PDM Administrative Image Export File

SOLIDWORKS PDM Administrative Image

While I was creating a new SOLIDWORKS PDM vault for another article I was writing, I was about to race through the Configure Vault window, like I normally do. When the oft forgotten ‘Use a configuration based on an administrative image export file’ option caught my eye: I so rarely use this option that I could almost question its worth. Well this option does have some merit and to understand what it does, we need to look at PDM Administration. Any node of the Vault settings or all of the Vault settings can be exported from the right-mouse shortcut menu and then imported into another vault. Let’s say we want to create a Sandbox (test) Vault, which is always a good idea. Now when you create a new vault, it can be based on the exported SOLIDWORKS PDM Administrative Image Vault settings mentioned earlier. You may be saying to yourself, “so what, I can…

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How to lock the SOLIDWORKS PDM Vault

When performing maintenance on a SOLIDWORKS PDM Vault, for instance updating the software or moving the Database or Archive files to a different location; it is best to lock down access to the vault so that no changes can be made while the maintenance is being carried out. To lock SOLIDWORKS PDM Vault vault for maintenance, right-click on the Vault in the SOLIDWORKS PDM Administration console and select “Properties” from the short-cut menu. Click the button to “Block Log-ins” to prevent users from logging into the vault. When users next try to login, they will receive a warning that the vault is undergoing maintenance and they cannot login until it is completed. During this time users will be able to “Work Offline” which will give them write access to any files that they have previously checked out and read access to any files that they have available in their local cache…

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Learn SOLIDWORKS BOM and Configuration Management [On-demand Webinar]

Aras PLM BOM Management

Aras PLM is a full-featured, business-ready product lifecycle management software solution built on top of SOLIDWORKS® PDM Professional that extends PDM and related engineering business processes and drives cross-functional collaboration enterprise-wide. Aras PLM delivers powerful capabilities that are highly sought-after by companies that run SOLIDWORKS PDM Professional including: A complete engineering BOM that’s ready for release to manufacturing. Enterprise-wide business process management for change control across your company and your connected supply chain. Stage-gate project management process that seamlessly connects your product items to a project plan as deliverables and milestones. Watch our on-demand webinar below as we discuss how to add BOM and Configuration Management to your current SOLIDWORKS PDM system. Bill of Material Management BOM management with Aras helps organizations connect and manage multiple sources of information in a single database. Easily create and maintain structured, multi-level bill of materials for each stage of the product lifecycle. Easily synchronize EBOMs and…

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