SOLIDWORKS PDM STANDARD VS PROFESSIONAL GUIDE

- SWTaskAddIn  *2018 and newer

Cards

- Folder Cards

- Search Cards

Categories

Columns

- Export rules

- Variable Alias Sets

Groups

Items

Lists (for cards)

- Database

Replication

- Database

- Revision number component

Serial Numbers

- Revision Table *2018 and newer

Tasks

Templates

Variable

Can administrate add-ins

Can create web shares

Can set/ Delete labels

Can update card lists

Can update columns

Can update ERP Import/Export settings

Can update item settings

Can update Mail configuration

Can update Report queries

Can update Search favorites

Can update Serial numbers

Can update Template forms

Can update Variables

File vault management

Must enter state change comments

Password protected e-mail

Folder Permissions:

Add or rename file

Assign file permissions

Can overwrite latest version during check in

Check out file

Delete folder

Edit folder card data

May see files before initial check in (Private State)

Move folder

Read file contents

Recover files from recycle bin

Rollback

Set Revision

Show working versions of files

sTATE Permissions:

Add or rename file

Check out file

Destroy

Move file

Read file contents

Share file to another folder

Transition Permissions:

Disallow sequential state changes

Permissions Per File:

Only selected groups may by default see files created by this user

Search Cards:

Access (Allow user to see selected search card)

Bills of Materials:

Activate computed BOM

Tasks:

Templates:

Warnings:

NOTE: All operations contain option: Can’t ignore any warnings

Change State:

- File is in wrong state

- Latest version is not attached

- the file is not rebuilt

Check in:

- File name is not unique

- Local file is modified

- Missing data necessary for BOM, needs resaving in SOLIDWORKS

- Outside SOLIDWORKS PDM

- The file is checked out by another user

- The file is checked out in another computer

- The file is open in another application

- Unknown file format

Check out:

- Can’t check out: Unsupported file type

- File is checked out

- No check out rights

- The file is open in another application

Set Revision:

- A revision is attached to a newer version

- Can’t increment revision: End of revision list

- Can’t increment revision: Missing revision on referenced file

- Can’t increment revision: You lack sufficient rights

- Multiple versions exists in tree

- The file is not rebuilt

Cache Options:

Refresh cache during log in

Copy tree:

Exclude from copy tree

Branch:

Exclude from branch  *2018 and newer

Settings:

Adding Files:

- Add new files silently without showing a notification balloon

Adding Folders:

- Specify folder names to automatically include or exclude from the vault

Branch:

- Specify variables to update by file extension  *2018 and newer

Check In:

- Include drawings automatically when checking in the model

- Look for drawing in the entire vault (Instead of only the same folder

- Look for drawings in sub-folders of the folder containing the model

- Look for drawings in parent-folder of the folder containing the model

- Only look for drawings with the same file name as the part/assembly

Copy Tree:

- Specify variables to update by file extension

Explorer:

File types to show:

- Show all files

- Show only files that are part of the file vault

- Show only local files

Local file clean-up:

- Automatically delete local read-only files that are not part of the file vault

Miscellaneous:

- Show inherited values in folder card edit page

- Show full user names

- Show user information pop-up

Checkout files when:

- The Open command is executed

- The Edit command is executed

File Compare:

- Install file compare applications

Language:

- Select language

Menus:

- Customize menu options

Merge:

- Configure Merge Command file handling  *2018 and newer

Messages:

Notifications sent by SOLIDWORKS PDM should:

- Cause a sound to be played

- Bring up the New Notification dialog box

Message sent by users should:

- Cause a sound to be played

- Bring up the New Message dialog box

Reference Dialog:

Check out and version access controls:

- Auto select reference files to get latest when checking out.

- Always work with latest version of files.

- Enable the get version command in SOLIDOWORKS Add-in

- Check out files silently without showing the check out dialog box

- Try to check out all referenced files when the referencing file is checked out

Miscellaneous:

- Do not mark referenced files when changing state

- Show “not rebuilt” warnings on drawings and assemblies in need of rebuilding

Toolbar:

- Customize Windows Explorer toolbar

Viewers:

- Add/Remove file viewer applications for specific file extensions

Database size

Web servers

Workflows allowed:

- Parallel Transitions

Transition only permissions:

- Hide when sibling parallel transition is chosen

States allowed:

- Parallel Transitions

State only permissions:

- Ignore permissions in previous states

Vault Explorer features:

Move Tree

Search Tool/Favorites

Client features:

Draftsight add-in

Windows/LDAP login

Connectors:

Pro\E Connector

Autodesk AutoCad

Client License Types:

SOLIDWORKS PDM Contributor