Reports are boring. However, they are often necessary and can be a useful tool to prove that work is getting completed in a timely manner. But why not make them more interesting to look at and easier to read? We can do that using Excel and some SQL knowledge.
SOLIDWORKS PDM includes a whole set of tools for Bill of Materials beyond what we’re used to in SOLIDWORKS alone. Using these tools, we have options for differing formatting and new ways to export and compare. We can even treat bills as their own entities without completely losing the parametric link between a model and BOM. Let’s explore some of these options.
In this article, we’ll walk through the steps to properly restore a SOLIDWORKS Manage instance with an already restored PDM vault. SOLIDWORKS Manage has multiple parts, much like PDM; we’ll walk through the steps to restore them from backup. Restoring the database requires access to SQL through Microsoft SQL Server Management Studio (SSMS) and the credentials that will allow us to restore a database from backup. Typically this is the ‘sa’ account.
We hope we never need backups, but it is certainly a possibility that we may have to use them at some point. Here we’ll explore the process of backing up SOLIDWORKS Manage. Creating a backup of the database requires that we have access to the server through Microsoft’s SQL Server Management Studio (SSMS). Backups can be taken through this program manually or on a schedule.
Upgrading a SOLIDWORKS Manage instance isn’t difficult if you follow the correct steps. In this guide, we walk through the process to get you moving forward. Before starting any major change to the environment, all files should be checked into Manage and PDM. No users should be attempting to work in PDM nor Manage until the server upgrade has been completed.
SOLIDWORKS Manage allows us to get a snapshot of data about records in the form of reports. Configuring these reports can seem like a daunting task... until you dive in. In this article, we’ll explore some of the available options for creating a simple report in SOLIDWORKS Manage.
When it comes to metadata, it can be very important for business systems to stay in sync. Updating this data can be a long, grueling process, sometimes involving long weekends and late nights. Using SOLIDWORKS PDM Professional’s XML import function can reduce the need for manual input when updating metadata to match ERP/MRP.
SOLIDWORKS Manage gives us greater flexibility than we’ve known with just PDM in terms of exporting data. One place where this is visible is in the ability of Manage to export record data to XML. In this article, we explore exporting data from a single record as XML from SOLIDWORKS Manage.
SOLIDWORKS Manage can pull information from sources other than PDM. We’ll explore importing records from an SQL database from one table and updating the information from another. To start the process, create a link to an additional database. To do this, open the System Administration in SOLIDWORKS Manage and go to Data Sources.