Securely Store Design Files and Related Data

What is PDM?

PDM stands for Product Data Management.

PDM is a secure data vault for all your CAD and design process information. A fully configurable environment, SOLIDWORKS PDM enables your teams to securely store design files and related data for fast retrieval. Eliminate concerns over version control and data loss and collaborate on designs across multiple locations with SOLIDWORKS PDM.

How Do I Get Started?

Installation, process configuration, data migration, and user training… Implementing a data management tool into your company can seem like a daunting task.

Fortunately, the expert PDM Implementation team at GoEngineer is here to help. Learn about our proven process that ensures your SOLIDWORKS PDM system is set up right the first time.

Revison Control

Managing changes to engineering designs is a necessary evil that we can't escape. SOLIDWORKS PDM provides the tools to tie true Revisioning into processes, and the ability to track the history of those changes throughout the life of a part or assembly. Having Revisions tied into PDM workflows takes a big portion of the management off the user and lets the system keep track of things.

Workflow Communication

The days of being able to talk around a cubicle wall are few and far between. Today's world requires quick and efficient electronic communication that can reach people who aren't even in the office. PDM Workflows can be built to mimic engineering processes, and the built-in notification system can notify the right people (at the right time) to ensure that designs and/or documents keep moving through the process.

Multi-User Collaboration

Parallel efforts will always yield faster results than serial tasks. SOLIDWORKS PDM facilitates parallel design efforts by allowing multiple designers to work on different components of the same top-level assembly at the same time. Updates can be checked in and designers can see each others changes quickly and easily.

Web Access

We live in a mobile world, and it isn't always convenient to get to a desktop computer and access your engineering files. SOLIDWORKS PDM Web2 program gives us the ability to work in our PDM vault through a web browser. This on-the-go capability lets us see and review files and move them through workflows without a desktop client. Your suppliers can also be granted access directly to your CAD files without having PDM installed - anywhere in the world!

Advanced Searching

We all love the green Windows search bar that gives us time to grab a cup of coffee while it searches for our files (and never finds them), right? Not so much. SOLIDWORKS PDM leverages the power of Microsoft SQL Databases to organize information about our files and give us accurate search results - lightning fast. With SOLIDWORKS PDM, you're no longer handcuffed to search just by filename. Any attribute set up within PDM such as Part Number, Description, or Material can be searched with a high degree of precision and speed.

Reference Management

"That guy doesn't even work here anymore, why is SOLIDWORKS looking for a file on his desktop?!" Sound familiar or similar to an error you've experienced before? With SOLIDWORKS PDM these types of reference issues are a thing of the past. SOLIDWORKS PDM manages your file references and parent/child relationships for you, so it no longer matters if you move a file to a new folder or rename it outside of SOLIDWORKS. PDM knows the changes you made and ensures things stay intact.

File Standardization

Is your CAD folder structure out-of-hand? User and Group permissions in SOLIDWORKS PDM can determine who can make new folders, where they can make them, and what they can put in them. Additionally, PDM Templates can be used to generate standard sets of folders for each new project and ensure compliance to a defined structure.

Branch & Merge

Sometimes with a released product design an engineer may want to explore new concept ideas but may not want to work on the released design. With the Branch and Merge capabilites in PDM Professional designers can branch from an existing design then later choose to merge that back into the parent as a new version or choose to keep it as a seperate design that can follow it's own path in PDM.

Official system requirements will change from release to release, so always be sure to double-check here: Most customers will have a good-performing environment when the Database Server has 4 CPU cores and 8-16Gb of RAM. For disc space make sure to plan for about 5x of your current dataset for archive server capacity (e.g., if you currently have 100Gb of data you plan to store in the PDM vault, make sure your Archive Server has at least 500Gb capacity).
SOLIDWORKS PDM is utilizes Microsoft® SQL Server to provide high performance and scalability. SOLIDWORKS PDM Standard uses SQL Express Edition which is included with the installation files at no additional cost. However, SOLIDWORKS PDM Professional requires Microsoft® SQL Server Standard Edition or higher which is not included with the PDM Professional licensing. Potential PDM Professional companies are encouraged to review the SQL Standard Edition licensing needs with their Microsoft Software providers. GoEngineer can assist in acquiring Microsoft® SQL Server Standard Edition in some cases at an additional cost. Be sure to review the system requirements for compatible SQL Server versions here.
SOLIDWORKS is a CAD company, and CAD files are complex…Drawings contain Assemblies, Assemblies contain other Assemblies, which in turn contain Parts. SOLIDWORKS PDM understands and manages those relationships natively, so users don’t end up with broken references when moving, renaming, or interacting with files. PDM can "see" and manage the relationships between files, automatically updating file references and BOMs as needed. PDM also utilizes Workflows to provide true revision (not just version ) control over files, as well as implements a detailed security model to ensure the right people have the right access at the right time. Check-In/Check-Out functions eliminate pesky ‘conflicted copies’ often seen with other file-syncing tools. Finally, SOLIDWORKS PDM is designed as a client/server application, not a hosted cloud service; so your data stays within your company’s network.
Absolutely, there are different license types available for non-CAD contributors and read-only viewers. PDM can be used independently of your SOLIDWORKS CAD software, and can manage any number of file types. Simply put, it’s not just for engineers! All PDM licenses are floating licenses, meaning anyone who logs in to your system (employees or outside partners) pulls from your pool of available licenses.
We recommend keeping SOLIDWORKS CAD and PDM on the same major version, but we understand that sometimes you need to use older versions of SOLIDWORKS when interfacing with your customers and partners. The rule is that PDM must be newer than or equal to your CAD installation.
It’s best to try and address duplicate file name issues and broken references before loading your data into PDM, that way you’re starting with a ‘clean’ dataset that will work well for you going forward. Our GoDataAnalysis tool can help identify potentially problematic issues and files up front, so that’s always a great place to start. For more information on our GoDataAnalysis click here.
SOLIDWORKS PDM is built and intended to run as a client/server application and a Windows Server OS is required. We do have customers who run their PDM servers in Microsoft Azure or Amazon Web Service environments. This can be a good solution when you have high latency between remote offices since Microsoft or Amazon can generally provide a better connection globally. Archive server(s) are still typically on-premise, as that’s where the physical files themselves are stored. If you’d like to discuss how to best put your PDM in the cloud, fill out the contact request form below and put “cloud access” in the comment section and one of our experts will reach out to you right away.
We'd be happy to host and manage your SOLIDWORKS PDM. Visit our Hosting Services page for more information. 
To help to ensure you and your organization can operate efficiently GoEngineer offers Managed Administration Services for all your SOLIDWORKS PDM needs. To learn more click here.


Petersen Inc. 

A long-standing GoEngineer customer who builds some of the most impressive structures imaginable. Check out how integrating SOLIDWORKS PDM into their process has saved them time and helped them avoid costly rework.

Architectural Lighting Work

Design innovative, creative, and beautiful lighting fixtures and uses SOLIDWORKS PDM to manage all their design data as they go through the product development process.


Design and manufactures the electromagnetic and acoustic energy components and systems that make many aspects of modern life possible. Check out how they integrated SOLIDWORKS PDM into their workflow to improve the efficiency of their design process, as well as share engineering data throughout their organization.

Compare PDM Packages

  • Manage and control your product development data with a
    secure file vault. SOLIDWORKS PDM manages all SOLIDWORKS file
    references and automatically updates them whenever you move
    or rename files, eliminating broken references.

  • Quickly locate and reuse existing designs to save time and
    control costs. Instead of spending time locating prior designs on
    shard drives or recreating designs when you can’t find them, use
    SOLIDWORKS PDM tools to locate them quickly.

  • Track design changes automatically and maintain a complete
    revision history with a standardized process that’s customized for
    your company’s needs.

  • With SOLIDWORKS PDM your company’s sensitive and proprietary
    data is secure, up-to-date, and accessible with configurable
    security controls. User permissions can be assigned based on
    individuals, groups, or company role. Every change is tracked and
    unauthorized changes are eliminated.

  • Ensure you are always working with the “right version” of a design
    with SOLIDWORKS PDM’s revision and version control capabilities.
    You can customize file naming and revision control schemes,
    maintain document history, and easily manage document versions
    to avoid the costly manufacturing errors associated with working
    with the wrong revision.

  • Maintain a complete history of your product design, engineering,
    and development activities for reporting and auditing purposes.

  • View eDrawings, SOLIDWORKS, and AutoCAD documents in
    eDrawings inside SOLIDWORKS PDM. With SOLIDWORKS PDM
    Professional you can view multiple other file types including
    MicrosoftOffice documents.

  • Save time and reduce development costs through design reuse
    by quickly finding needed data across a range of file types using
    the powerful searching tools PDM offers. You can quickly perform
    file content searches on multiple data types (such as CAD files,
    Microsoft Word documents, Excel spreadsheets, Outlook emails,
    and images) and locate documents using a range of search criteria
    (including name, date, metadata, and workflow status).

  • Reduce the time to complete design approvals and Engineering Change Orders (ECO). The product development process is graphically represented through an easy-to-use flowchart interface. Engineering change documentation and change approvals become completely electronic with SOLIDWORKS PDM Professional.

  • Maintain, manipulate, and leverage Bill of Materials (BOM)
    information to support downstream applications and
    systems. Create individual BOM objects from existing CAD file
    structures that automatically update in parallel with design
    changes, eliminating manual updates and required when using
    spreadsheets. Connect your CAD data with your ERP or MRP
    systems, enabling you to easily update BOM information in other
    businesses applications. BOM information can be customized
    using templates to meet the needs of different users and groups.

  • Facilitate compliance with government regulatory requirements
    and industry standards. SOLIDWORKS PDM Professional can
    bolster compliance for several types of regulatory requirements,
    including: FDA, RoHS, ISO 9001 and 14000, ANSI, and others..

  • Create and maintain a single data location and vault that can be
    accessed by users worldwide to store and retrieve files. In addition
    to preserving a secure backup of product design data, secure file
    vaulting eliminates multiple sources of information, duplicate files,
    and unsynchronized revisions. SOLIDWORKS PDM Professional can
    be customized to meet the specific needs of your organization.

  • Collaborate throughout your organization while keeping people
    connected, current, and working on the same set of data. Create
    and maintain a single data location and vault that can be accessed
    by users worldwide to store and retrieve files. Configure the
    SOLIDWORKS PDM Professional system to automatically notify
    users when documents have progressed through various states
    or stages in the electronic work flow you establish. Automatically
    create many types of neutral file formats from SOLIDWORKS and
    other file types.


  • Save and share search criteria as “favorites”, providing you with
    instant access to common searches.


  • View multiple documents in the Preview window.


  • SOLIDWORKS PDM Professional provides one convenient, vaulted
    location where colleagues can store and retrieve company data.
    Efficient file storage and retrieval enables millions of files to be
    managed effortlessly.


  • Save time and effort communicating by configuring SOLIDWORKS
    PDM Professional to automatically create neutral file formats.


  • Use serial numbers to assign automatic names to files and folders,
    to assign unique IDs to items, or to add unique running values to
    card controls. You can set up any number of serial numbers in
    each vault. Item Number serial numbers are defined by default to
    generate unique item IDs.


  • Map variables to both predefined properties (such as Title and
    Author) and custom named properties in SOLIDWORKS files. If a
    SOLIDWORKS file contains configurations, the configuration names
    appear as tabs in the data-card. Configuration-specific values are
    shown in the corresponding tab.


  • SOLIDWORKS PDM Professional can import variable values from
    an XML file into a vault database. In the vault, existing files or items
    that match import criteria acquire the values at specified points in
    the file work flow. Create an export rule to export SOLIDWORKS
    PDM BOM variables that can be read into ERP systems.


  • SOLIDWORKS PDM Professional provides the tools and capabilities
    that your enterprise needs to keep people connected, up-todate,
    and working together, regardless of location. This global
    connectivity supports the distributed collaboration essential for
    reducing engineering development and accelerating time-tomarket.


  • Enable staff and partners to contribute through web-enabled portals from various connected devices including smart phones and tablets.


  • Automatically facilitate multiple required approvers with parallel transitions.


  • SOLIDWORKS PDM can automatically send email notifications to
    alert users of changes to projects or requests for them to take


  • Provide critical information to help teams focus on important
    tasks, and provide an overview of resource capacity for better
    planning and utilization. Manage project stages, time lines, and
    milestones along with resource utilization and capacity. Utilize user
    tasks and time sheets to automatically track progress.


  • Streamline business processes, automate document creation and
    bring together all involved stakeholders for new products, from
    sales and marketing to production and support. Configure states
    and decision points for all types of business processes such as
    Engineering Change Requests (ECR), Orders (ECO) and Notices
    (ECN), transmittals and approvals.



  • Create, edit and compare complete bills of materials (BOM) by
    associating items, files and free text. Manage product variations
    for different use cases and applications. Drive SOLIDWORKS
    drawing bill of materials and item numbers directly from system


  • Provide users with the knowledge they need to work more
    effectively by utilizing tasks and calendars.


  • Create and distribute interactive graphical dashboards to display
    critical information. Configure reports to company


Why partner with GoEngineer for your SOLIDWORKS PDM integration?

Why Partner with GoEngineer?

GoEngineer is recognized worldwide as the most trusted resource in SOLIDWORKS PDM integration. Our team of Data Management specialists focuses solely on helping our customers implement SOLIDWORKS PDM into their current business environment as quickly as possible to minimize downtime and begin reaping the rewards of this powerful tool in as little as a few days.

Whereas consultants would rather build a system only they can modify, we employ a unique approach to system implementation; focused not only on configuring the simplest solution to meet your needs but training your administrators to be self-sufficient. By avoiding overly-complex customizations, you gain the flexibility to adapt to needs as your company grows and evolves.

We’ve helped hundreds of businesses just like yours implement SOLIDWORKS PDM and we’re 100% confident we can help you too.



Utilize GoEngineer’s Award Winning Support & Training for SOLIDWORKS

Award Winning Technical Support

GoEngineer's extensive SOLIDWORKS technical knowledge and world class support can help you succeed with SOLIDWORKS. Our award-winning team is ready to help you with any task you may have. Using state-of-art remote assistant technology software allows our team to solve most issues within one session. Reach out and see why GoEngineer is the #1 reseller of SOLIDWORKS and Stratasys systems in the world!

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GoEngineer offers online and classroom professional SOLIDWORKS training for organizations and individuals. All our instructors are SOLIDWORKS certified and teach thousands of students each year world wide. The curriculum is very diverse with numerous certified SOLIDWORKS courses to choose from. Each student will receive a Course Completion Certificate and preparation materials for SOLIDWORKS certification.

  • Increase Your Earning Potential
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