SOLIDWORKS Enterprise PDM 2015 (now known as SOLIDWORKS PDM Professional) includes a Microsoft Office add-in for Excel, Word, and PowerPoint that allows you to perform vault operations on documents opened in the Office application. Normally, you would select the Office add-in (Microsoft Office Integration) option during the client installation if Office is detected on the system.
Use the following instructions if you want to move the physical SOLIDWORKS PDM database files (.mdf & .ldf) from one local drive to another on the SQL server system – for example, when space is running out on the main hard drive. While performing these relocation steps there should be no SOLIDWORKS PDM users accessing the PDM system.
Starting with SOLIDWORKS PDM Professional 2016 SP4, you can create a task to convert Office documents to PDF. This tutorial will outline the steps to install the task when creating a new vault and adding the task to existing vaults. When creating a new PDM vault, you can select to install the Microsoft Office conversion task on the configuration details page.
One of the many handy features of SOLIDWORKS PDM is the ability to preview many different file types right in the Windows Explorer interface. This is great for those who want to preview files in the Adobe PDF format; however, this feature can sometimes become quite a nuisance. Problematic behaviors can arise, ranging from error messages to PDFs opening in a separate window to sometimes opening in the full version of Adobe Acrobat instead of using the Adobe Reader.
Follow these steps to reset a lost SOLIDWORKS Workgroup PDM admin user password. Log in as a Windows user with Administrative rights on the server hosting the SOLIDWORKS Workgroup PDM Vault. Go to the Control Panel > Administrative Tools > Services and Stop the “SOLIDWORKS Workgroup PDM Server” service.
This document is a compilation of GoEngineer best practice recommendations for settings that we believe every user should be aware of and set for themselves on ‘day 1’ when initially beginning to use SOLIDWORKS Enterprise PDM (EPDM).