Notifications in the vault alert users to different conditions in SOLIDWORKS PDM. This article explains the different types of notifications and how to set them up. It will also discuss how notifications are delivered to the user (whether in PDM or via email). When testing Notifications, PDM will not send a notification to the person who initiated an action. If you are sending a notification to the PDM admin, then log in as a different user to test sending the notification. Then, log back into the vault view as the PDM admin to see if they received it.
Struggling to find the right file is never just a one-time inconvenience. If you dig through disorganized files once, you’ll do it again. A McKinsey study confirms this: employees spend an average of 23.2% of their week simply searching for the data they need. That's nearly a full day every week spent just trying to find a file, instead of designing.
Although the method for moving files and folders in SOLIDWORKS PDM is the same as it would be in any other File Explorer location (drag and drop), restructuring the PDM Vault requires a user to have various levels of permissions. Without these permissions, warnings similar to the one below will be generated.
When a new or existing user requires read or edit access to files, several layers of permissions are necessary. Without the appropriate permissions, the user could experience a blank folder, a lack of visibility to folders entirely, and the inability to add or modify files to the SOLIDWORKS PDM vault. Let’s take the complexity out of this setup by going over each layer separately.
In this tutorial, I will cover a useful variation of permissions assignments in SOLIDWORKS PDM that allows flexibility of group membership as a function of folder structure. Specifically, the following two folder permissions: Assign File Permissions and Assign Group Membership.
Losing access to your SOLIDWORKS PDM Admin account can be frustrating. Whether you’re dealing with a forgotten password or inheriting a vault with unknown credentials, regaining admin access quickly is essential. This SOLIDWORKS quick tip will guide you through the steps to reset a lost PDM Admin password and help you regain control of your data management environment.
This article is a guide to walk you through how to add a logo or image to your SOLIDWORKS PDM data card. This is useful, for example, when adding a company logo or displaying products that you create on your data card.
A local vault view is the required user interface that allows the user to access files and work within the SOLIDWORKS PDM vault, from their workstation. In this interface, users can check files out and in, transition them through the workflow, and perform many other vault activities.
When using Microsoft SQL Server with SOLIDWORKS PDM, you will absolutely come across situations where you need the system admin password for SQL – upgrades, backups, running SQL queries, SQL card lists for data cards, etc. If you find yourself without the SA password recorded anywhere, you’ll be left stuck and unable to access a major component of your PDM system. This article is meant to walk through the two main ways you can reset your SQL password when you don’t already have it on hand.