SOLIDWORKS PDM Standard

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

How To Manually Backup the SOLIDWORKS PDM Database

When troubleshooting SOLIDWORKS PDM issues, or when performing operations like software upgrades you may need to manually backup the SOLIDWORKS PDM Database outside of your normally scheduled Maintenance Plan. This backup can be run as a task within the Microsoft SQL Server Management Studio. Step 1:  In the Management Studio, right click on the PDM database that needs to be backed up, then go to the Tasks flyout and select “Back Up…” Step 2:  In the Back Up dialogue box, on the General page, ensure that the Backup type is set to Full and the Backup component is set to Database.  In the Destination area, make sure that the Back up to option is set to Disk.  You may need to select the existing destination and select “Remove”, then click “Add…“. Step 3:  In the Select Backup Destination dialog, click “…” and select the folder where the backup file should be…

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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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How to Avoid Locking Out the Microsoft SQL sa Account

Starting with Microsoft SQL 2005, the Password Policy and Password Lockout settings from the Windows Operating System (found by going to Control Panel > Administrative Tools > Local Security Policy > Account Policies) are automatically inherited by the sa account in SQL. This could lead to issues if the password stored in the Database Server Configuration program or the Archive Server Configuration tool are incorrect for any reason and the Password Policy is set to lockout the account after a certain number of failed login attempts. If that happens, PDM will no longer be able to access the SQL database and users will not be able to work in the vault. For this reason the SOLIDWORKS PDM Installation Guide recommends disabling this option for the sa account. This can be done from within the SQL Server Management Studio program, by expanding the Security folder, then the Logins folder and right clicking…

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How to change the SOLIDWORKS PDM Client License Type

When installing the SOLIDWORKS PDM Client you can select from 3 different license types:  Editor, Contributor or Viewer.  It is very important to make sure that you select the correct license type for the PDM licenses that you own, otherwise you will receive an error when trying to log into the vault. SOLIDWORKS PDM Editor:  Supports working with all file types. Users can add and modify files.  CAD add-ins allow access to PDM functions within supported CAD applications. SOLIDWORKS PDM Contributor:  Users can perform the some actions as with the Editor license but add-ins are not enabled. SOLIDWORKS PDM Viewer:  Allows read-only access to vaults, users cannot add or modify files. If the license type needs to be changed after the SOLIDWORKS PDM Client software was installed, it can be changed through the SOLIDWORKS PDM Administration program. Steps for changing SOLIDWORKS PDM Client License type Open the Administration program and…

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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 map the current sheet and the total number of sheets values… The first step is we’ll need to create the variables to store this information, then create the attribute mappings accordingly; Administration Tool > Variables > New Variable… Name; Current Sheet Type; Text New attribute; Block Name: $PRP Attribute Name: SW-Current Sheet Extension: slddrw Name; Current Sheet Type; Text New attribute; Block Name: $PRP Attribute Name: SW-Total Sheets Extension: slddrw Next, we’ll need to link these variables to a data card; Administration Tool > Cards > File Cards > SOLIDWORKS Drawing Card; Link up edit…

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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 is required when editing entries in the Windows Registry as changing the wrong entry can lead to major issues on your system. How to make custom columns in the vault retain their order Via the system tray close the PDM Client: Open the registry editor and delete the following keys: HKEY_CURRENT_USER\Software\SolidWorks\Applications\PDMWorks Enterprise\CTDMListView HKEY_CURRENT_USER\Software\SolidWorks\Applications\PDMWorks Enterprise\Vaults\[Vault Name]\CTDMListView\ColOrder NOTE: Don’t worry, the registry keys will be recreated when logging back into your vault view. Then log back into the vault, rearrange the custom columns as you’d like to see; then it should be retained moving forward on the…

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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 would automatically refresh and the files wouldn’t be apparent in the source folder, whereas in 2019 a manual refresh (default ‘F5’ key) is required for the files not to be visible anymore. The benefit of this change in functionality is primarily seen in larger vaults, or with larger assemblies where any reduction to the calculations in the database can be beneficial to the system.  In smaller vaults; it may be more beneficial to bring back the automatic refresh option so the user doesn’t have to complete it manually. How to re-enable the automatic refresh in…

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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 for users whose companies are migrating to either one of them, especially for the period when the actual migration is being done by Javelin and the Workgroup vault is made read-only. SOLIDWORKS Workgroup PDM Migration Steps Check-in all your files Your IT Department or the person responsible for the implementation will advise you when it is time to check-in all your files. After that moment, the Workgroup vault will still be available, but will be read-only. You will not be able to make any further modifications to the vault – that is, you will not…

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