SOLIDWORKS PDM Professional

SOLIDWORKS PDM Professional Resources including technical tips and tutorials for users and administrators

Project Management is made easy with SOLIDWORKS Manage Software

Project Management with SOLIDWORKS Manage

SOLIDWORKS® Manage provides a unique set of advanced data management and project management tools. This is accomplished by leveraging the file management capabilities and ease of use of SOLIDWORKS PDM Professional and adding powerful project, process, and item management capabilities. Watch our demonstration video filmed at SOLIDWORKS World for an overview of SOLIDWORKS Manage. Learn how the Project Management tools…

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How to link SOLIDWORKS Drawing Sheet details to a PDM Data Card

Sheet Details Mapping - Complete

In SOLIDWORKS PDM we can map SOLIDWORKS Drawing Sheet details directly to a Data Card, making the information easily accessible to users.  In this article we’re going to look at how to create that relationship within the vault. How to map the SOLIDWORKS Drawing Sheet to a Data Card In this example, we’re going to…

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How to make SOLIDWORKS PDM custom columns retain their order in Windows Explorer

SOLIDWORKS PDM Custom Columns in Windows Explorer

If you’re using custom columns for Windows Explorer within SOLIDWORKS PDM you may have run into an issue with them not retaining their order while navigating the vault or after a reboot.  This issue can be caused by a mismatch in the registry of the client machine, which we can correct with a few edits. WARNING: Caution…

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How to re-enable automatic local vault refresh in SOLIDWORKS PDM

SOLIDWORKS PDM Refresh

If you’re using SOLIDWORKS PDM 2019, then you’ve likely noticed some changes to the local vault view.  As part of the performance improvements in 2019, the frequency that Windows Explorer completes a refresh has been reduced.  This behavior is most apparent with operations like a Copy/Move Tree, as previously after the move tree completed explorer…

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How to prepare for a SOLIDWORKS PDM Standard or Professional migration (for Workgroup PDM users)

SOLIDWORKS Workgroup PDM Migration

With the introduction of SOLIDWORKS PDM Standard in 2016, the popular but outdated SOLIDWORKS Workgroup PDM started to be phased-out, and SOLIDWORKS 2017 SP5 was the latest version to include it. As of version 2018, companies have the choice of either migrating to SOLIDWORKS PDM Standard or to SOLIDWORKS PDM Professional. This article is intended…

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New Log Out Option in SOLIDWORKS PDM 2019 is more convenient

New in SOLIDWORKS PDM 2019 SP2, we have an additional more convenient method to log out of and verify who we’re logged in as: We can access the icon from anywhere within the vault view, and log out via clicking and selecting ‘log out’; We can also verify who we’re logged in as by hovering…

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How to Permanently Delete a SOLIDWORKS PDM User

When a new SOLIDWORKS PDM User is created in the vault, the user is stored in both the database and the registry on the archive server.  When a user is deleted via the administration tool, the user is removed from the database, but still listed when adding new users because it exists in the registry…

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How to include SOLIDWORKS files in the SOLIDWORKS PDM Professional Content Search

After enabling the content search in SOLIDWORKS PDM Professional, by default the Windows Search Service supports indexing the following files types: Microsoft Office files HTML files MIME messages Plain-text files We can include other file types by installing its corresponding third-party iFilter.  After a new iFilter is installed the archive must be reindexed to include…

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