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SolidWorks PDM Articles

General Performance Tips for SolidWorks Workgroup PDM - archive old revisions, obsolete projects,  enable 'indexing service search' from search tab, turn on rebuild vault option to detect errors in Vault, Joe Medeiros, Javelin Technologies, May 13, 2013

Setting Up the SolidWorks Workgroup PDM Viewer - follow IIS installation instructions, install on local hard drive, enter license key, Joe Medeiros, Javelin Technologies, May 10, 2013

Smarter EPDM Drop Lists Using SQL - populate drop lists based on SQL query results, provide users list of qualified suppliers from purchasing database, use PigeonHole to access more than one variable, Jeff Sweeney, 3D Vision Technologies, May 7, 2013

Workgroup Viewer Error - Trusted Sights - select security tab in internet options, choose trusted sites, add PDMWorks workgroup viewer URL to list of trusted websites, Joe Medeiros, Javelin Technologies, May 7, 2013

SolidWorks Workgroup PDM Basic Tutorial, Pt 2  - understanding elements to workgroup PDM setup, installing PDMSERVER to create fresh vault data folder on server, Toby Schnaars, YouTube, Apr 30, 2013

SolidWorks Workgroup PDM Basic Tutorial, Pt 4  - explores user-configuration options, Toby Schnaars, YouTube, Apr 30, 2013

Enterprise PDM Tips and Tricks - understanding implementation settings, data routing approaches, linking ECOs with CAD data, optional interfaces, PDM add-ins, custom apps, Lou Gallo, SolidWorks:HEARD, May 5, 2013

EPDM - Adding a Viewer to EPDM - access group or user settings, add viewer, mention file extension(s) to be associated with viewer, enter full path to viewer application, Joe Medeiros, Javelin Technologies, May 5, 2013

Enterprise PDM Tech Tip - Search Card Defaults - setting default search directory, changing default settings for checkboxes, Jenn Pouliot, CAPUniversity, Apr 24, 2013

Populating Cells in Microsoft Excel with EPDM Variables - define name for cell that to be updated, define appropriate data type, variable mapping to Excel custom properties for SolidWorks EPDM variables, Chris Briand, Javelin Technologies, Apr 21, 2013

Smarter Droplists with SolidWorks Enterprise PDM - creating flexible EPDM add-in that can be accessed by anyone without SQL knowledge for building logic for lists, Jeff Sweeney, 3D Vision Technologies, Apr 5, 2013

How to Link Word and Excel Documents to EPDM Datacards - set up EPDM variables, use macros to link to Datacard from Word, insert properties to link to Datacard from Excel, Lindsay Early, Fisher/Unitech, Apr 10, 2013

EPDM - Database Upgrade Tool - double-click on executable file to ‘launch database upgrade tool,’ check warning before proceeding with upgrade steps, Joe Medeiros, Javelin Technologies, Apr 5, 2013

Enterprise PDM - Document Compare  - associate file compare program to SolidWorks EPDM to compare different versions of document in vault using compare command, GoEngineer, YouTube, Mar 7, 2013

EPDM - Updating Broken File References - select 'update references,’ locate folder where reference files are to be stored, update selected files, Joe Medeiros, Javelin Technologies, Apr 2, 2013

ePDM Tips and Tricks: Update References Tool - cleaning broken references, adding files to vault, updating reference tree, InFlow Technology, Mar 28, 2013

EPDM - Manually Updating the Toolbox in the Vault - ensure that toolbox is not being used, log into admin to check-out entire toolbox, select SolidWorks database to upgrade, Joe Medeiros, Javelin Technologies, Mar 25, 2013

Parallel Workflow Transitions - open transition properties dialog box, add roles, permissions, save workflow changes, verify transitions before approving them in SolidWorks EPDM, Jay Thompson, CAPUniversity, Mar 20, 2013

It's Never Too Late to Vote in EPDM - creating parallel approval process in workflow in SolidWorks EPDM, Greg Dawes, Fisher/UNITECH, Mar 18, 2013

Is Your Vault Sluggish? - setting up maintenance plan in SQL to rebuild, reorganize indexes in SolidWorks Enterprise PDM, Jennifer Bahnsen, Symmetry Solutions Blog, Feb 27, 2013

InFlow Web Access vs EPDM Internal Web - admin can set specific portal for users in SolidWorks EPDM, can become available to suppliers, field services outside of firewall of company, InFlow Technology, Feb 27, 2013

EPDM Tech Tip: Implementing an Easy and Effective Backup Process - secure vital company information by backing up metadata, file server settings, physical vault files, Hugh Kanner, CAPUniversity, Feb 20, 2013

Easily Manage and Edit Your 2D Data with Enterprise PDM and DraftSight - use add-in to check files, Xrefs, update title block properties, access SolidWorks EPDM functions, Kurt Lundstedt, SolidWorks Blog, Jan 31, 2013

SolidWorks EPDM - Update Values in Files - update values of variable for multiple files within folder, Joe Medeiros, Javelin Technologies, Jan 23, 2013

EPDM Tech Tip: The Case of the Missing File - conduct comprehensive search, verify file permissions, check filter, confirm whether file is vaulted/local, Jenn Pouliot, CAPUniversity, Jan 23, 2013

Exporting Nodes in SolidWorks Enterprise PDM - right click on node, select 'export,' click save on icon to export node, Joe Medeiros, Javelin Technologies, Jan 21, 2013

Display the Enterprise PDM File Version in a SolidWorks Drawing - use revision scheme to keep track of latest file versions or add versions kept by Enterprise PDM to be added to drawing itself, InFlow Technology, Jan 15, 2013

EPDM - Using the Report Generator - search information in selected file vault that can be specified in one or more queries, Joe Medeiros, Javelin Technologies, Jan 7, 2013

SolidWorks Enterprise PDM - How to Manage Design Changes - track, manage 3D part files from SolidWorks, GoEngineer, YouTube, Dec 18, 2012

Enterprise PDM Tech Tip: Watermark Process - add 'watermark' property to drawing, make sure SolidWorks EPDM variable maps to property, Hugh Kanner, CAPUniversity, Dec 19, 2012

EPDM Desktop Shortcuts - locate file in local view, highlight it, select 'copy as path' in SolidWorks EPDM menu, Jennifer Bahnsen, Symmetry Solutions Blog, Dec 13, 2012

The Best EPDM Documentation - look in administrative guides, SolidWorks help, knowledge base, Peer Larson, SolidNotes, Nov 15, 2012

PDM Workgroup Upgrade 2013 - steps for server upgrade, client upgrade in SolidWorks Workgroup, InFlow Technology, Nov 6, 2012

Enterprise PDM Upgrade to 2013 - steps to ensure smooth upgrade: test environment, documentation, server backup, InFlow Technology, Oct 29, 2012

The EPDM Preview Pane - The Unsung Hero - previewing CAD files based on performance/power, image files with best fit, previewing PDFs, selecting text, playing audio files directly from preview window, Jenn Pouliot, CAPUniversity, Oct 24, 2012

Safe Rollback in SolidWorks EPDM - provides administrator option to delete current, previous versions to restore file to older version, Peer Larson, SolidNotes, Oct 23, 2012

EPDM - What Do All Those Icons Mean? - meaning of quick info icons, Joe Medeiros, Javelin Technologies, Oct 19, 2012

SolidWorks Enterprise PDM Tech Tip: History Dialog - setting labels in history, adding/changing comments for past history, Hugh Kanner, CAPUniversity, Sep 26, 2012

Maintaining a Healthy SQL Server for EPDM - set up automated performance plan, back up database daily, rebuild indexes weekly or at least monthly, Lindsay Early, Fisher/UNITECH, Sep 21, 2012

Enterprise PDM and Clearing the Local Cache - check in all files first, control files to be cleared away from local cache, Peer Larson, SolidNotes, Sep 20, 2012

Remove the Preview From the SolidWorks EPDM Addin - edit Windows Registry settings, Jennifer Bahnsen, Symmetry Solutions Blog, Sep 18, 2012

Customize the Preview Pane in SolidWorks Enterprise PDM - InFlow Technology, Sep 17, 2012

Tech Tip: Workgroup PDM vs Enterprise PDM Explained - Workgroup is fully integrated with SolidWorks; Enterprise uses Microsoft SQL database, has much stronger security, audit controls, Jay Thompson, CAPUniversity, Aug 29, 2012

Enterprise PDM Transition Permit Permission by Group - creating query combining 3 tables displaying permit permissions, Charles Mayou, Hawk Ridge Systems Blog, Aug 24, 2012

Deploying EPDM On Windows Azure - utilizing local instance of SQL on Windows Azure virtual machine, Lou Gallo, SolidWorks:HEARD, Aug 7, 2012

Put the Version Number on Your EPDM Datacard - install Dispatch tool, add action using 'administrate actions' window in SolidWorks EPDM, Jeff Sweeney, 3D Vision Technologies, July 31, 2012

'File Already Exists' Warning in Enterprise PDM But I Can't Find it in the Vault - considering cases of restricted state permission, users private state in SolidWorks EPDM, InFlow Technology, July 27, 2012

EPDM Tech Tip: Disabling Automatic Login - uncheck options to use server default, use automatic login for vault using administration tool, Jenn Pouliot, CAPUniversity, July 25, 2012

How to Change the Serial Number Used for a SolidWorks Installation - modify individual installation using SolidWorks Installation Manager, Andrew Lidstone, Javelin Technologies, July 24, 2012

ePDM Tips and Tricks: Copy Tree - duplicate group of files identical to parent project in SolidWorks EPDM, InFlow Technology, July 18, 2012

Ensuring the Health of Enterprise PDM - keep tabs on archive server log, monitor EPDM client log, SQL server error log, set up email alerts, InFlow Technology, July 16, 2012

The Best Practices for Enterprise PDM Convert Task - use dedicated task hosts with minimum of 3 GB RAM, started EPDM with continuous login on task host, InFlow Technology, July 16, 2012

Working Offline in SolidWorks Enterprise PDM - functionality available while offline, IT considerations to minimize impact of server downtime, Hugh Kanner, CAPUniversity, June 27, 2012

Conditional Transitions in SolidWorks Enterprise PDM - ensuring that catalog number is assigned to part after approval, Royce Cole, DASI Solutions Blog, June 22, 2012

SolidWorks Workgroup PDM Check in Performance - change 'referenced/where used' options, disable option for 'include drawings,' Andrew Lidstone, Javelin Technologies, June 18, 2012

Managing Local Cache - get latest version when checking out SolidWorks EPDM file from vault; ClearCache utility available to clear user's local cache, Jay Thompson, CAPUniversity, May 30, 2012

Top 5 Return on Investment Areas for EPDM - increased productivity, error reduction, team growth management, training, improved sales, distribution, Eric van Essen, SolidWorks Blog, May 14, 2012

How do I Properly Import a 'SQL Database' Card List from One EPDM Vault to Another? - 4 main areas important to SQL database card list in SolidWorks PDM, InFlow Technology, May 14, 2012

How Can I Tell Who is Logged Into EPDM? - check option to 'show logged in users' in tools search dialog in SolidWorks PDM, InFlow Technology, May 11, 2012

EPDM 2012 - Customized Menus - adding option to 'clear local cache' to right-click menu in SolidWorks EPDM 2012, Joe Medeiros, Javelin Technologies, Apr 30, 2012

How do I Change a Users Enterprise PDM License Type? - list of available licenses, step-by-step process to change licenses for user, InFlow Technology, Apr 26, 2012

EPDM Tech Tip: Data Recovery - data recovery when local files are lost before first check in in SolidWorks PDM, Jenn Pouliot, CAPUniversity, Apr 25, 2012

Checking Out the Enterprise PDM Check in Window - option to control data transmission to Enterprise PDM archive server, Royce Cole, DASI Solutions Blog, Apr 24, 2012

Multiple Domains and Server Processes in Enterprise PDM, Pt 2 - adding users from other domains using PDMWorks Enterprise archive server configuration, SolidNotes, Apr 10, 2012

Creating Cascading Style Pull Downs in EPDM - create lists, place fields on data card in SolidWorks EPDM, Stephan Hess, Prism Blog, Apr 10, 2012

Combobox Dropdown vs. Combobox Droplist in EPDM Data Cards - SolidWorks EPDM tip, Stephan Hess, Prism Blog, Apr 6, 2012

Using the EPDM Convert Task to Create PDF Files - automating creation of PDF files in SolidWorks EPDM, Stephan Hess, Prism Blog, Apr 4, 2012

What's New in Enterprise PDM 2012 - customizable menus, file explorer, SolidWorks add-in features, InFlow Technology, Mar 29, 2012

Displaying Full User Names in the User Interface - change SolidWorks Enterprise PDM in administration tool to display proper names, InFlow Technology, Mar 29, 2012

Enterprise PDM Admin Tech Tip: Exporting Vault Configuration - exporting configuration data from production to test, updating test environment, Hugh Kanner, CAPUniversity, Mar 28, 2012

What is Aras EPLM & Why Should SolidWorks Users Care? - full-featured PLM software solution built on top of SolidWorks EPDM helps add functionality at enterprise level without disrupting SolidWorks designers, Lisa Van Giesen, Fisher/UNITECH, Mar 21, 2012

Windows-Based Data Management with EPDM - benefits of implementing SolidWorks EPDM: workflow management and notifications, company-wide data management solution, instant cross site, multi-site collaboration, Andy Billiard, Prism Blog, Mar 15, 2012

Copy Tree Puts Copy/Paste in the Tomb - preserve tree structure using 'copy tree' functionality in SolidWorks EPDM, Jeff Sweeney, 3D Vision Technologies, Mar 15, 2012

EPDM Tech Tip: Pain Free Upgrades - process for SolidWorks PDM upgrade on smaller install base, Jay Thompson, CAPUniversity, Feb 8, 2012

Changing Your EPDM Login Options - logging in to SolidWorks EPDM, InFlow Technology, Feb 15, 2012

EPDM Tech Tip: Hyperlinking to Documents in the Vault - getting, using project, document IDs, adding ID column to view, using IDs to create link, Jenn Pouliot, CAPUniversity, Jan 25, 2012

SolidWorks EPDM, Tip 1: Templates for Multiple Serial Numbers - John Peros, Hawk Ridge Systems Blog, Dec 20, 2011

Enterprise PDM Convert Tree Tweak - converting task to prompt for references without coding addin in SolidWorks EPDM, Lou Gallo, SolidWorks:HEARD, Dec 19, 2011

SolidWorks EPDM Admin Tech Tip: Undo Checkout - login as admin to undo checkout, file will revert to last checked in version, will be available for users to check out, Hugh Kanner, CAPUniversity, Dec 14, 2011

SolidWorks EPDM User Tech Tip: Remember to Check Your Documents In - defining search favorite to return all documents checked out by employee, Hugh Kanner, CAPUniversity, Dec 8, 2011

Using Enterprise PDM Search to Identify Missing Metadata - defining search criteria to identify files in question in SolidWorks EPDM, Royce Cole, DASI Solutions Blog, Nov 9, 2011

Virtual Data Centers Running EPDM - adjust 'horsepower' of server, backup services included, guaranteed up-time, great bandwidth options, Jeff Sweeney, 3D Vision Technologies, Oct 25, 2011

Searching for NULLs - search on variables, keeping 'value' column empty in SolidWorks EPDM, Jeff Sweeney, 3D Vision Technologies, Oct 3, 2011

Don't Ignore That Little Green Flag - consequences of not following permissions set at particular state in case of 'read file contents' for 2 groups in SolidWorks EPDM, Jennifer Bahnsen, Symmetry Solutions Blog, Sep 19, 2011

Enterprise's Label Function - SolidWorks EPDM label function can search for text inside label, can be changed/deleted, serve as milestone in file's history, Jeff Sweeney, 3D Vision Technologies, Sep 15, 2011

SolidWorks Enterprise PDM Off-Line Mode and You - folders' color is blue, columns are stripped down to standard Windows Explorer columns while in off-line mode, Royce Cole, DASI Solutions Blog, Sep 1, 2011

Top 10 Reasons Why SolidWorks is Better with EPDM - files on local user cache, sharing files is faster, Toolbox data library can be stored inside EPDM Vault, CAPUniversity, Sep 1, 2011

Episode 343 - Toolbox, EPDM Friend or Foe? - methods to integrate SolidWorks Toolbox, Enterprise PDM, Lou Gallo, SolidWorks:HEARD, Aug 7, 2011

Auto Login with SolidWorks EPDM - enterprise PDM archive server configuration tool, John Peros, Hawk Ridge Systems Blog, June 21, 2011

Devon Sowell's Tips for a Successful SolidWorks PDM Implementation - reuse designs, on site SolidWorks PDM administrator available to all users, continuously use test vaults, June 20, 2011

Autologin for Task Servers - setting machine to automatically log into vault in SolidWorks Enterprise PDM, Jeff Sweeney, 3D Vision Technologies, May 25, 2011

Episode 332 - File Property Planning - overview of SolidWorks file properties, examples of its automation, Lou Gallo, SolidWorks:Heard!, May 22, 2011

Command Line Search in EPDM - customizing search exe in SolidWorks PDM, Lou Gallo, SolidWorks:HEARD, May 12, 2011

Episode 330 - Workgroup to Enterprise Migration - SolidWorks Workgroup migration tool, Migration aftermath, EPDM's add-in framework, Lou Gallo, SolidWorks:HEARD, May 8, 2011

Automatically Updating Folder Properties in SolidWorks Enterprise PDM  - 'dispatch' macro tool, Justin Webster, InFlow Technology, Apr 27, 2011

Tips for Auto Logoff in SolidWorks Enterprise PDM - turned on option from license node of EPDM admin tool, John Peros, Hawk Ridge Systems Blog, Jan 18, 2011

SolidWorks EPDM: Creating a Template for Multiple Serial Numbers - John Peros, Hawk Ridge Systems Blog, Mar 21, 2011

2011 Enterprise PDM Copy Tree - renaming file names with serial numbers in SolidWorks PDM, Devon Sowell, YouTube, Mar 22, 2011

Print Your DWG Files with EPDM Tasks - editing advanced scripting options in SolidWorks Enterprise PDM, Jeff Sweeney, 3D Vision Technologies, Apr 18, 2011

Episode 325 - Enterprise PDM Dispatch - exploring automation scripting tool inside of SolidWorks Enterprise PDM, Lou Gallo, SolidWorks:HEARD, Apr 3, 2011

How to Create a New Vault View for EPDM - creating local vault view set up on individual system in SolidWorks EPDM, Carole Streetz, SolidNotes, Mar 24, 2011

Upgrading Workgroup PDM Vault Server  - use SolidWorks to check for updates, manually download workgroup PDM installation file, upgrading workgroup PDM clients, Carole Streetz, SolidNotes, Mar 2, 2011

EPDM Maintain Your Best Practices - users need to be able to quickly find information they are looking for, it has to be easy to maintain as well as keep current, Jeff Sweeney, 3D Vision Technologies, Feb 28, 2011

Windows Explorer vs SolidWorks Enterprise PDM - 2 project data management tools battle on project storage, tracking revisions, checking engineering change order (review provided by SolidWorks), Michael LaFleche, Cadalyst, Jan 27, 2011

Adding EPDM Vault View Folders as Favorites Links in Windows 7/Vista - SolidWorks Enterprise PDM tip, SOLIDNotes, Dec 9, 2010

Google Integration with SolidWorks EPDM - integrate GoogleCL (command line) into engineering tools like SolidWorks Enterprise PDM, Lou Gallo, SolidWorks:HEARD!, Nov 16, 2010

Setup a Demo Environment for Enterprise PDM - accessing Device Manager, network adapter in Virtual Machine, Lou Gallo, SolidWorks:Heard!, Oct 26, 2010 

Auto Update Word Fields - SolidWorks Enterprise PDM's datacards enables putting information from datacard directly into Microsoft Word document, word options, print tab, API solution, Jeff Sweeney, 3DVision Technologies, Oct 14, 2010

Comparing Different Versions/Revisions of SolidWorks Files In Enterprise PDM - SolidWorks 2010 premium, Enterprise PDM 2010, Devon Sowell's Blog, Oct 4, 2010

Windows Explorer and SolidWorks Enterprise PDM: Cage Match - SolidWorks enterprise PDM offers many advantages over Windows Explorer for storing projects, managing revisions, versions of files, tracking engineer change order process, Michael LaFleche, CAPUniversity, Sep 30, 2010

Convert to PDF - An Out of the Box Feature for SolidWorks Enterprise PDM 2010 - convert task feature, opening EPDM administration tool, selecting convert_gb.cex, Kevin Ning, InFlow Technology, Aug 27, 2010

Episode 289 - SolidWorks Enterprise PDM Landscape - issues when performing Enterprise PDM implementations, using PDM as in-process tool, integration, replication functioning, Lou Gallo, SolidWorks:Heard!, Aug 29, 2010

Episode 288 - SolidWorks PDM Integrations - enterprise PDM now highly integrated option for SolidWorks users,  compare tools, revision tables, design library, Lou Gallo, SolidWorks:Heard!, Aug 22, 2010

Group Settings in SolidWorks Enterprise PDM - Tor Iveroth, Sr. PDM Technical Support and Implementation Engineer for SolidWorks on user settings from EPDM group, Jeff Sweeney, 3DVision Technologies, Aug 12, 2010

Enterprise PDM: Exporting Custom Properties to Excel - using custom columns, searching functionality within EPDM, capturing SolidWorks part file in vault, export column set, Dan Wiggins, FISHER/UNITECH, Aug 10, 2010

Converting from Metaphase - may not be file based, using EPDM's virtual items, SolidWorks XML import tool, Jeff Sweeney, 3DVision Technologies, Aug 9, 2010

Off-Line Mode - Trick to Keeping Your Vault Clean - adding file to SolidWorks Enterprise PDM vault, version 1, 2, changing manufacture part number from 123 to 456, copying files to location outside vault, Jeff Sweeney, 3DVision Technologies, Aug 5, 2010

Beta Testing Via Virtual Machine - new version of EPDM, installing client in virtual machine, no removal/replacement of current client version, VM technology, connecting to hosted vault on SolidWorks servers, Lou Gallo, SolidWorks:HEARD!, Aug 4, 2010

Enterprise Tracks Inspection Records - SolidWorks Enterprise PDM, attaching inspection records, Jeff Sweeney, 3D Vision Technologies, June 3, 2010

Part Numbers and Configurations - introducing data in PLM system, SolidWorks Enterprise PDM (EPDM) used as MCAD data vault, Ricky Jordan, May 25, 2010

Resistance is Futile. You Will Be Checked Into 'The Vault' - convenient tool called PDMWorks, PDM Workgroup installation, information stored safely in Vault, PDM Workgroup for SolidWorks, GabiJack.com, Apr 16, 2010

PDMWorks Enterprise Handles Enterprise Engineering Data - manages all relationships among SolidWorks files, includes viewers for over 250 different file formats, Brian McElyea, CADdigest.com, Dec 4, 2008

PDMWorks Enterprise - a vault-based system integrated into SolidWorks, PDMWorks Enterprise uses eDrawings technology for dynamic previews of SolidWorks data, more, Al Dean, MCAD Online, January 15, 2007

Software Review: Conisio 6.2 - a mature product by D2M3 that offers many features, some of which you don’t even see in the high-end/high-cost PDM systems, Martyn Day, MCADonline, June 14, 2005

Conisio 6 - PLM Document Management Software Integrated Within Windows Explorer - application manages standard CAD files and also manages and displays associated metadata, such as version or revision levels and document history, as well as the hierarchical relationships between components, drawings and 3D models, Jeffrey Rowe, MCAD Weekly, January 24, 2005