For PDM-managed CAD files, updating to a new version comprises checking out the file, updating that file in its native software (or making changes to the data card in PDM), and checking it back in. In this guide, we will show you how to update PDF documents in SOLIDWORKS PDM with a new version, while sustaining metadata traceability.
Filling out forms is always a drag. Automating those forms with data cards and transition updates is a great way to alleviate that burden. In this article, you'll learn about form automation with SOLIDWORKS PDM. There are many forms we see around the industry, so we’ll start with an example in Microsoft Excel.
So many aspects of SOLIDWORKS PDM are customizable, which is why it's such a great tool for so a variety of industries. In this post, we will take a look at a couple of small but often overlooked areas of functionality that can be customized. This is the information provided in the Checked Out By column of the Windows Explorer Vault View.
By default, when performing a transition on a file with references in SOLIDWORKS PDM, the children will be selected to go through the transition at the same time. The user can deselect any files to be excluded from the transition by manually clicking the child references or by using CRTL-A. Some prefer all files be selected by default, others prefer to select the files manually to only transition files that they want to. The default setting can be changed so that child references are deselected.
SOLIDWORKS PDM Permissions are adjusted within the PDM Administration Tool. To access this tool, the PDM client must be installed on the computer. You will navigate to the start menu and type in “Administration”. After launching the Administration Tool, select the Vault in which you want to manage permissions and log in. You will need to log in with an account that has adequate permissions to make changes, such as “admin”.
In this guide, you'll learn the steps and procedures required to design and implement a full Revision Table on the face of a SOLIDWORKS PDm data card that updates rows as part of the workflow as well as the Revision Table found on the face of the drawing. With a typical example of Revision Table integration with SOLIDWORKS PDM, only the most recent row is still editable and in sync with the drawing file. We have now added additional rows that showcase and store previous row values as read-only—similar to how the table might work on the face of the drawing itself.
Most SOLIDWORKS PDM users are familiar with and use the version history comment section when checking in a file. However, have you ever written a comment, checked your file in, and later realized you wanted to change your version comment? This may only occur in rare instances, but many organizations rely on the validity and accuracy of these version comments when it comes to the evolution of their files.
SOLIDWORKS 2021 SP5 will be the last release of PDM Professional / Manage that will support the use of SQL Standard 2014. This will only affect PDM Professional, not PDM Standard. PDM Standard uses a free SQL Express that does not require any paid licensing. However, the installed version of SQL Express will still need to be upgraded.