SOLIDWORKS PDM Standard

Copy Tree Dynamic Variable Values in SOLIDWORKS PDM 2018

One of my favorite enhancements in SOLIDWORKS PDM 2018 is a new option to use dynamic values when updating Variables while performing a Copy Tree.  In the past, this functionality only allowed Administrators to either clear values or set static values for Variables in files that are created by a Copy Tree command. Now a…

Read More...

What Permissions are needed to view files in SOLIDWORKS PDM?

A request we frequently receive from SOLIDWORKS PDM Administrators is help with setting up users who should have View Only rights to files that are stored in the SOLIDWORKS PDM Vault. What are the minimum permission requirements? This is actually a slightly more complicated scenario than many administrators realize at first.  There are two sets…

Read More...

Manually Setting The SOLIDWORKS PDM Archive Server Folder Locations

SOLIDWORKS PDM Archive Server Folder

Generally it’s best practice to use the SOLIDWORKS PDM Archive Server Configuration utility to relocate the PDM Archive folders, however there may be times (perhaps during a server migration or after a restore due to a system failure) where you might need to be able to specify the Archive Folder locations manually. This is actually…

Read More...

Collecting information for SOLIDWORKS PDM Support

Collecting information for SOLIDWORKS PDM Support

When you are encountering issues using SOLIDWORKS PDM Professional or Standard, the first thing that your Value Added Reseller’s SOLIDWORKS PDM Support technician will want to review in most cases are the log files, from both the local client and the server. Thankfully, this information and more can be very easily gathered and packaged up…

Read More...

Managing large SOLIDWORKS PDM file lists more effectively

SOLIDWORKS PDM File List

When working with large file sets in SOLIDWORKS PDM, the file list generated for actions such as Check Outs, Check Ins and Transitions can get quite long and potentially difficult to manage. For instance to Check Out an entire file set of several hundred files, it would take quite a bit of time to check…

Read More...

How to prevent transition actions from selecting all child references in SOLIDWORKS PDM

SOLIDWORKS PDM transition actions

By default when SOLIDWORKS PDM transition actions complete a change state operation on a file, all the referenced files will be selected to transition: You can de-select any files to exclude them from the transition. Some users like the files selected by default, as it ensures no files are forgotten files when transitioning an assembly….

Read More...

How to set the SOLIDWORKS PDM Details View as default in Windows Explorer

SOLIDWORKS PDM Details View

During our Administering SOLIDWORKS PDM Training course, I always recommend setting the explorer view as Details as there’s a lot more information available for files with this view option.  Directly after I often get asked: “How do I set the SOLIDWORKS PDM Details View as the default in Windows Explorer?”. With SOLIDWORKS PDM being integrated within…

Read More...

How to set the default SOLIDWORKS PDM search path to be the root folder

SOLIDWORKS PDM default search path

When opening the Complete Search Card from within a vault, the SOLIDWORKS PDM default search path will be the folder in which the search was opened, therefore only searching from that folder down.  As a user, I found that 99.9% of the time, I actually wanted to search the entire vault, regardless of where I opened…

Read More...

Want to become a SOLIDWORKS Expert?

Take a LIVE Online Training Course from Javelin