GoEngineer Blog

After creating a vault in SOLIDWORKS PDM and going live, it is best not to make drastic changes on the fly. Modifications should be tested in a Sandbox environment before applying them to the production vault. Creating a sandbox environment is simple and will not affect the production vault.  To create a new vault using the Administration tool, right-click on your server and select Create New Vault.         

 

SOLIDWORKS PDM users often experience popups that come up upon executing a command such as opening a SOLIDWORKS file. In this case, by default, PDM launches a popup that wants to know if you are opening a file with the intent to modify or make changes to it, or if you are simply opening it to view the file. The prompt, shown below, asks the user if they would like to check the file out. At this point, the user has a choice and is encouraged to decide if they intend to make changes to the file, and thus, check the file out.  

This guide will walk you through the process of installing SOLIDWORKS Manage in a client computer. A server installation must have been complete and a configuration file created. For the client to successfully connect to the Manage server, a floating license must also be available.

In 2018, SOLIDWORKS allowed users to copy a PDM file’s hyperlink to the clipboard. However, even though the Copy Link function is still available on a file’s context-sensitive menu, no mention of it can be found in the 2020 help file.

Life happens, and we are not always able to work at the office. Sometimes we have business trips, or we need to take our work home. Whether that is due to a project you need extra time on, or a worldwide pandemic with a stay at home order, in these situations, you might benefit from using SOLIDWORKS PDM in offline mode. If you have access to the server through a VPN, but the connection is tenuous or tedious, working offline with SOLIDWORKS PDM is a solution for that situation.

In SOLIDWORKS PDM 2020, improvements have been made to increase the performance and efficiency of the tool. Additionally, improvements have been made in the areas of browsing within PDM and the SOLIDWORKS PDM add-in. In this article, we’ll focus on some of the improvements in these two specific areas.

It can be hard to determine how much data will be needed as time goes on; and considering the rate at which new CAD data is added to the SOLIDWORKS PDM vault, this quantity is likely to increase. To reduce the stress on server hard drives, there are a few techniques to managing PDM archive.

When cleaning up your PDM vault from excess groups because of company mergers which result in importing different PDM vault administrative features like groups. You may desire to merge two groups together. Though there is no administrative merge feature you can easily use the current PDM group interface to get all desired users into a single group so the old group can be removed.

Conditional notifications allow PDM admins to set up notifications that only send when they meet a specified criteria. Explore use cases in this guide. There are several scenarios to consider.