SOLIDWORKS PDM 2019 What’s New – Mixed Authentication Support – #SW2019

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In SOLIDWORKS PDM Pro, Windows login to the vault gives users access to their files quickly and easily. However, prior to SOLIDWORKS PDM Pro 2019 and when using Windows login, if a user didn’t exist in the domain they couldn’t connect to a vault (besides the Admin user). In other words, a single login type for all vault users was required. This made situations such as testing or giving vault access to users (vendors, customers, etc.) that didn’t exist on […]

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From InFlow: SOLIDWORKS PDM 2019 What’s New – User Comments – #SW2019

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This 2019 release of SOLIDWORKS PDM will feature enhanced granularity in mandatory comment control, now including mandatory state change options, and check-in/version comments. This means that you have the ability to now make commenting on state changes mandatory, creating the opportunity for more detailed document history. If you go into the PDM Administration tool, you’ll find the following new options: Must enter version comments Must enter state change comments As found in Administrative Permissions for a group shown below: As […]

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From Inflow: SOLIDWORKS 2019 What’s New – Conditional Notifications in PDM Workflows (PDM Professional Only) – #SW2019

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SOLIDWORKS PDM Professional 2019 includes the introduction of Conditional Notifications in Workflows. Prior to the 2019 release of SOLIDWORKS PDM Professional, notifications would be sent to users (or groups of users) during a transition between states. While you could make the recipients of the notification dynamic (selectable by the user performing the transition), there was not a way to define when to not send the notification at all. With 2019, in the Workflow editor, you can create a new type […]

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From InFlow: Updating your Solidworks PDM Add-Ins

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What are Solidworks PDM Add ins and why do I need to update them? Add ins are managed in the Solidworks PDM Administration Tool and provide additional functionality either out of the box in the case of PDF conversion and dispatch or custom programming solutions. Add ins are currently unique to PDM Professional users. When do you need to Update your Add ins? Add ins should be updated whenever you update your version or service pack of Solidworks PDM to […]

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From InFlow: SOLIDWORKS PDM Pro Exclusive Features

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SOLIDWORKS PDM Standard and Pro are both robust data management solutions. However, PDM Pro has a number of exclusive features, any one of which could be a significant piece of a company’s data management solution. Let’s look at some of those features. Replication This feature allows companies to share data across multiple locations. Each location has its own archive server, this is where all vaulted files, both CAD and other, are stored. Data created each day at one location can […]

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From InFlow: SOLIDWORKS PDM – Automating Vault View Distribution Using a File Vault View Setup File

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When it comes to installing SOLIDWORKS and PDM on multiple client machines, the process can be tedious depending on how you approach it. Using a SOLIDWORKS Admin Image is a great way to deploy different components of the installations to different machines, but because the View Setup for PDM is outside of the installation, it can’t be included with the main part of the image. Whether you are planning to install a new PDM Client on five, fifty, or five-hundred […]

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From InFlow: SOLIDWORKS PDM Vault Maintenance – How to split your archive onto multiple discs

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Is your SOLIDWORKS PDM Vault Server (known as the Archive Server) nearly out of space? SOLIDWORKS PDM has functionality to help you make space temporarily until the situation can be rectified or simply choose to span files across multiple drives. **WARNING** Due NOT relocate Files while users are in the vault. Doing so could risk file or data corruption. Preparation Ensure User activity is stopped. Logins may be blocked from the admin tool and License usage may be checked from […]

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From InFlow: SOLIDWORKS PDM Professional – Automatic Part Numbering

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In this post, we are going to look at automatic part numbering in SOLIDWORKS PDM Professional. The setup takes a few minutes, but the benefits are long-lasting. For this setup, we will be creating a sequential serial number to drive our SOLIDWORKS components (1XXXXX), a numbering system to auto number SOLIDWORKS assemblies (6XXXXX), and a list of numbers for tooling creation (T-XXXX using a pre-defined list). In this example, our engineers will utilize the numbering for SOLIDWORKS parts and assemblies. […]

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From InFlow: Configuring Copy Tree: Making Sense of all the Options

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At first glance, the SOLIDWORKS PDM Copy Tree wizard can be somewhat daunting with all the buttons, check boxes, and drop-down menus. If you are familiar with the SOLIDWORKS Pack and Go, the interface is very similar, with additional options specific to PDM. To access the wizard, highlight a file in the PDM Explorer View, and navigate to Tools>Copy Tree. In the upper left corner of the wizard there is an Edit box for your default output destination, as well […]

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From InFlow: Configuring Menus for Your SOLIDWORKS PDM Users

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In some cases, SOLIDWORKS PDM Admins are not aware of the option to customize various PDM menus for their users. The page to do this can be found by right-clicking a user or group in the PDM Admin tool and selecting Settings. Then the Menus page or node can be selected, and controls will be visible to change the menu options that appear to users when they are viewing files in the vault in Windows Explorer. Keep in mind that […]

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