GoEngineer Blog

I often receive questions from people trying to set up their workflow and confused about the settings for Revisions, especially the similarities and differences between the state and transition Revision Numbers tabs. Let's straighten out the differences.

During the SOLIDWORKS PDM vault upgrade to a new service pack or version, the existing add-ins do not automatically update to the latest version. Consequently, this needs to be done manually. The following article discusses how to upgrade the Dispatch Add-in as well as explain how to export a Dispatch action script in SOLIDWORKS PDM.

Cold storage is a SOLIDOWRKS PDM tool used to reduce the size of your PDM archive by removing old versions of your files. There are two methods used by cold storage: delete old versions and move old versions to another folder. To set up a new Cold Storage Schema, right-click on the Cold Storage node in the Administration tool. Select “New Cold Storage Schema…”

When checking a file into a SOLIDWORKS PDM Vault, a check-in dialog box will pop up. Have you ever wondered what each column in this box is for, and why would you want to do anything other than just check-in files? Here we'll cover each column and what its purpose is.

One of SOLIDWORKS PDM’s most underused, but powerful, capabilities is the ability to map PDM variables into non-CAD document types. In this tutorial, we explore how to use the CustomProperty function in Microsoft Excel to map PDM variables into an Excel document.

Serial numbers are used in SOLIDWORKS PDM to automatically generate a number series. This is a great way for PDM to generate a number to use for parts, assemblies, and drawings numbers. Each series of numbers can be customized for each type of file. PDM can be set up to automatically generate the number and to use this number as the file name.

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.

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 you can test port communication by using Windows Telnet client. For step-by-step instructions on opening ports for client and server communication, please see the section ‘Opening ports for Client/Server Communication’ in the SOLIDWORKS PDM Installation Guide.