How to Relocate SOLIDWORKS PDM to a New Server

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Having to move SOLIDWORKS PDM to a new server is something that will probably come up at some point. It’s especially poignant now that several server operating systems are becoming unsupported. Since SOLIDWORKS PDM uses server names for all of its connections, those names will need to be updated on the Archive, Database, and Clients. In this blog, we’ll assume that the Archive and Database server names are changing. Keep in mind that some changes can be omitted if changing […]

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Let’s Talk About PDM: Design to Manufacturing Series (Part 5)

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Over the past few months, we’ve shared the progress of our Design to Manufacturing Series, a project using SOLIDWORKS 3D CAD, 3D printing, and 3D scanning to create a custom, fully functional headset and cellphone stand. The group of Application Engineers working on this project have had to collaborate on ideas, overcome design challenges, and share lots and lots of files. So before we jump into the next design, let’s pause for a minute and talk about product data management and […]

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SOLIDWORKS PDM: What are the real costs of losing data?

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Does this sound familiar? You’re a design engineer trying to apply updates to one of your company’s design projects. You search for the latest version of the project’s design file. After spending 20 fruitless minutes on the department’s file server, you start searching your own local computer—hoping that you at least have a version that is somewhat up to date. The good news is that you found a file that at least enables you to work on the design. The […]

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Beginner’s Guide to Using SOLIDWORKS PDM

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SOLIDWORKS PDM is a comprehensive Product Data Management solution housed inside of Windows Explorer. In part one of this two-part blog series, we answered “what is PDM?” and explored the SOLIDWORKS PDM interface including the preview tab, data card tab, PDM Workflows, and more. This blog will focus on the core functions all users must know to get started in PDM.

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How to Find Your SOLIDWORKS Visualize Serial Number

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SOLIDWORKS Visualize Standard is a powerful photo rendering tool that is included with each seat of SOLIDWORKS Professional and Premium on subscription. Visualize is a standalone application that requires its own serial number for installation. Want to install SOLIDWORKS Visualize and start creating stunning renders? Read on find out where to locate products attached to your SOLIDWORKS Professional or Premium license. 1) Log in to the SolidWorks Customer Portal (customerportal.solidworks.com). If you don’t have a SOLIDWORKS ID, check out this […]

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Getting Started as a PDM User: What is PDM?

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What is PDM? PDM stands for Product Data Management and is essentially an add-on for Windows that allows companies to better manage their data and collaborate more effectively. Some of the benefits of Product Data Management is that it keeps a full history of every file, allows only one user to edit a file at a time, file security, comprehensive search and research tools, and lets everyone work locally (no more working from shared drives).

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Distributing SOLIDWORKS PDM Add-In Settings

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When working in SOLIDWORKS PDM, it may be desirable to have all of your users working with the same client settings. Having the same client settings can enable better collaboration by having all PDM users see the same columns, icons, variable information, etc. Note: If there is a setting outside of what is described below, this is probably a setting controlled via the PDM Admin Tool and you will need to have your PDM Admin adjust these. Let’s take a […]

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Effective Usage of the SOLIDWORKS PDM File Version Upgrade Tool

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So you’ve recently upgraded to SOLIDWORKS PDM but now all of your assemblies are taking forever to open. Why? Isn’t a new version supposed to be better and faster? Well, you’ve upgraded the software version, but not the SOLIDWORKS files. Every time you open models in SOLIDWORKS they will need to be converted to the newest version. This can be especially frustrating if they’re released files, so you can’t just check them out, update, and check them back in. Now […]

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How to Create a Sandbox Vault in SOLIDWORKS PDM

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It is very important after creating a vault in SOLIDWORKS PDM and going live to not try and make changes on the fly. Any changes should always be tested in a Sandbox vault (or test vault) first before carrying them over to your production vault. The steps it takes to create a Sandbox vault are effortless and you’ll be happy you took the time to create it. Making changes outside of a sandbox vault can cause irreversible setbacks. Here’s how […]

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Leveraging the Where Used Tab in SOLIDWORKS PDM for Standard Parts & Toolbox Components

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Do you ever need to know the specific where used of your parts with configurations in SOLIDWORKS PDM? Have you explored the options on the Where Used Tab? Depending on how you have your dropdown configured, you could be missing out on important information. If you select a file in SOLIDWORKS PDM and choose the Where Used Tab are you presented with many different options on how to filter the where used information. In this blog, we’re going to explore […]

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