SOLIDWORKS PDM Search

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 the new file type in the content search. Can we include SOLIDWORKS files in the content search? Yes….kind of.  With the SOLIDWORKS iFilter installed on the indexing server, we are able to index content in SOLIDWORKS files, such as annotations in drawings and custom properties.  The exception is; that it doesn’t include dimension values in drawings (unless they are linked to a custom property). How to include SOLIDWORKS files in the PDM Content Search Step 1 – Add the SOLIDWORKS iFilter to the server running Windows Search There is no standalone iFilter for SOLIDWORKS files available…

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How to include PDF files in SOLIDWORKS PDM 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 How to include PDF files in the PDM Content Search 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 the new file type in the content search. Step 1 – Add the PDF iFilter to the server running Windows Search We can download and install the standalone PDF iFilter from Adobe here, but current versions of Adobe Acrobat® and Adobe Reader® include the iFilter when installed, so in most instances; it’s easier to install the full program so we can view PDFs on the server as well as index them. Step 2 – Add and check in some files for testing Step 3 – Verify…

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How to enable Content Search in SOLIDWORKS PDM Professional (Part 2)

In this article, we are going to look at how to enable the content search in SOLIDWORKS PDM Professional using the Windows Search Service. The following is required: SOLIDWORKS PDM Professional version 2016 SP0 or newer The archive server service must be able to access the archive folders via locally attached or SAN storage. Network shares are not supported. NOTE: In this example, the archive server and SQL server are on the different systems.  If they are on the same system, please see part 1 of this article Step 1 – Enable Windows Search Server Manager > Manage > Add Roles and Features Features > Select Windows Search Service > Next Then click Install Confirm via services that the Windows Search Service is running, if not start it; NOTE: This will need to be completed on BOTH the archive and the SQL server Step 2 – Configure Windows Search to…

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How to enable Content Search in SOLIDWORKS PDM Professional (Part 1)

In this article, we are going to look at how to enable the content search in SOLIDWORKS PDM Professional using the Windows Search Service. This features requires: SOLIDWORKS PDM Professional version 2016 SP0 or newer The archive server service must be able to access the archive folders via locally attached or SAN storage. Network shares are not supported. NOTE: In this example, the Archive Server and SQL Server are on the same system.  If they are on separate systems, please see part 2 of this article Step 1 – Install Windows Search Server Manager > Manage > Add Roles and Features Features > Select Windows Search Service > Next Then click Install Confirm via services that the Windows Search Service is running, if not start it; Step 2 – Configure Windows Search to index the vault archives folder Control Panel > Indexing Options Modify > Add the archive folder location…

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How to Search All Variables within SOLIDWORKS PDM

SOLIDWORKS PDM Search

Ever have a scenario where you’re looking for a specific value but can’t remember which variable it’s stored in?  If you know where the value should be stored (for example part number), searching within SOLIDWORKS PDM is easy as we can search that specific variable and find what we’re looking for quickly, but as a user I found there were scenarios where I’d be looking for a value and not sure which variable it might exist in.  In this article we’re going to look at a couple of options to search all variables at once. For these searches we’re going to be using the default Complete Search Card.  If you do not have a copy of this in your vault, please read our SOLIDWORKS PDM Complete Search Card Guide for importing it. Searching all via the variables tab Complete Search Card > Variables Tab Set the following: Variable; <Any Variable>…

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Searching Additional Variables in SOLIDWORKS PDM Web2

SOLIDWORKS PDM Web2 search is a convenient, single search box that is able to search File Names, Folder Names as well as the Comment and Description variables by default, but what if you need to search more variable values? This can be done easily by modifying the Application Settings for the SOLIDWORKS PDM Web2 site. Go to the Internet Information Services (IIS) Manager on the server hosting the Web2 site.  In the SOLIDWORKSPDM site settings, go to “Application Settings” in the ASP.NET section. In the Application Settings, go to the “SearchDataCardVariables” setting and double click it to open the edit dialog. By default it will contain the value “Comment|Description”, but you can add any additional Variables that you wish to include in the search.  Each variable should be separated by a | (pipe key). Make sure that the variable name syntax is exactly correct so that Web2 will be able to…

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How to Perform an OR Type Search in SOLIDWORKS PDM

SOLIDWORKS PDM OR Type Search

In SOLIDWORKS PDM entering values within multiple controls on a search card, performs an AND condition type search: This is essentially performing a search for any files with the Description Variable Plank AND the Material Variable Mahogany, returning any files containing both values.  But, what if you wanted to search for two different material types with the description variable containing Plank? How to run an OR Type Search Using the Variables tab of the default Complete Search card, we have much more control over our search and can define different operators such as OR.  Therefore to perform a search for files containing the Description Variable Plank AND have the Material Variable Mahogany OR Oak, would look like this;

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List all Logged In SOLIDWORKS PDM Users

Using the SOLIDWORKS PDM Professional search tool, we can complete a search to list all logged in users. Importing the Users Search Card Via the Administration Tool; open the card editor; Select File > Import Navigate to the client installation files and select all(Search Complete)_gb.crd for English Select > Open Default location of the client install files is; C:\Program Files\SOLIDWORKS Corp\SOLIDWORKS PDM\Default Cards Save the card List all logged in users Open the Search Tool Select the Show Users search Leave the User name field blank Check Show logged in users box Clear the Show non-logged in users box Select Search   This will return a list of all users who are currently logged in to the vault. Scenarios where this may be useful… Scenario 1: Upgrading the vault For a vault upgrade, we strongly recommend that all files are checked in, and users are logged out.  Using this search we can ensure all…

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