To access a SOLIDWORKS PDM vault, a user needs to have a local vault view. The local vault view will allow the user to access the files in the vault, check them out and in, transition them through the workflow, and other vault activities. A local vault view can be created by running the View Setup Wizard that is installed with the PDM software.
Since SOLIDWORKS PDM 2018, other administrators can now perform undo checkout on a file owned by another user. Prior to PDM 2018, only the default admin user could undo a check out of files that were checked out by another user.
To change the language in SOLIDWORKS PDM 2021 or newer, simply open Windows Explorer and navigate to the vault view. Before taking any further steps,understand that doing so affacts all users on the machine, requires that the same setting be used for th euser in all vault views, and requires a reboot.
The report generator can be a very powerful tool provided we know how to wield it. It allows us to query the database for information without the use of SQL Management Studio. We’ve explored adding reports to the Report Generator, but we haven’t explored creating custom reports in SOLIDWORKS PDM. Doing this requires a little bit of SQL knowledge and understanding of where to look for items in the SOLIDWORKS PDM Database; meaning, some of this knowledge can be taught, but, for example, the structure of the database and information you are looking for will likely only come through experience.
Since SOLIDWORKS PDM uses the SolidNetwork License Manager to distribute licenses for clients, it is possible to reserve licenses for users or groups within the vault. This is configured with the SNL Options file. Open the SOLIDWORKS SolidNetwork License Manager application. In the Server Administration tab, select Modify…
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.