Ever seen an instructional video online and struggle to find the button, feature or option in your installation of SOLIDWORKS PDM? You could be looking for a feature that is not available in your SOLIDWORKS PDM Package.
This table will clear some questions you may have about the more granular components of SOLIDWORKS PDM Standard/Professional and the multiple places where they are found.
This document is searchable to help you find the command location in the PDM interface.
Note: You may feel the details found in this document are unnecessary but we’d rather cover more than we should. Some of the permissions will repeat through the sections for viewing convenience.
These are the options/nodes you will find in the Administration tool when you log into your vault.
Add-ins
- SWTaskAddIn *2018 and newer
Bills of Materials
Cards
- File Cards
- Folder Cards
- Item Cards
- Search Cards
- Template Cards
Categories
Cold Storage Schemas
Columns
Data Import/Export
- Export rules
- Import rules
- Variable Alias Sets
File types
Groups
Indexing
Items
License
Lists (for cards)
Message System
- Database
- SMTP
Replication
- Archive
- Database
Revisions
- Revision number component
- Revision numbers
Serial Numbers
SOLIDWORKS
- Revision Table *2018 and newer
- Toolbox
Tasks
- Convert *2018 and newer
Templates
Users
Variable
Workflows
These are the permissions found in the Groups and individual User Nodes of the Administration Tool
Can accept tasks to execute on a host
Can administrate add-ins
Can administrate users
Can create web shares
Can purge history
Can set/ Delete labels
Can undo check out files checked out by other users
Can update card lists
Can update cold storage
Can update columns
Can update document categories
Can update ERP Import/Export settings
Can update indexing settings
Can update item settings
Can update license keys
Can update Mail configuration
Can update Replication settings
Can update Report queries
Can update Revision numbers
Can update Search favorites
Can update Search forms
Can update Serial numbers
Can update Task settings
Can update Template forms
Can update Toolbox settings
Can update Variables
Can update Workflows
File vault management
May see administration tool
Must enter state change comments
Must enter version comments
Password protected e-mail
Refuse login
Activate computed BOM
Add or rename file
Add or rename folder
Assign file permissions
Assign group membership
Can overwrite latest version during check in
Can update the design of cards
Check out file
Delete file
Delete folder
Destroy
Edit folder card data
Edit version free variable data
May see files before initial check in (Private State)
Move file
Move folder
Permit or deny group-level access to files
Read file contents
Read named bill of materials
Recover files from recycle bin
Restore file from cold storage
Rollback
See computed BOM
Set Revision
Share file to another folder
Show working versions of files
Add or rename file
Can overwrite latest version during check in
Check out file
Delete file
Destroy
Edit version free variable data
Move file
Permit or deny group-level access to files
Read file contents
Set Revision
Share file to another folder
Disallow sequential state changes
Permit
All users may by default see files created by this user
Only selected groups may by default see files created by this user
Access (Allow user to see selected search card)
Activate computed BOM
See computed BOM
Access (Allow user to see selected Task)
Access (Allow user to see selected Templates)
NOTE: All operations contain option: Can’t ignore any warnings
Change State:
- File is checked out
- File is in wrong state
- File not found
- Latest version is not attached
- No rights to change state
- the file is not rebuilt
- Unknown file format
Check in:
- Cyclic reference
- File name is not unique
- File not found
- Local file is modified
- Local version has been overwritten
- Missing data necessary for BOM, needs resaving in SOLIDWORKS
- No local copy
- Outside SOLIDWORKS PDM
- SOLIDWORKS Drawing is set to use Independent Revision table
- The file is checked out by another user
- The file is checked out in another folder
- The file is checked out in another computer
- The file is not rebuilt
- The file is open in another application
- Toolbox file is located in a non-Toolbox folder
- Unknown file format
Check out:
- Can’t check out: Unsupported file type
- Document in multiple projects
- File is checked out
- File not found
- No check out rights
- The file is deleted
- The file is open in another application
Set Revision:
- A revision is attached to a newer version
- Can’t increment revision
- Can’t increment revision: End of revision list
- Can’t increment revision: File is checked out
- Can’t increment revision: Missing revision on referenced file
- Can’t increment revision: No revision generator found
- Can’t increment revision: You lack sufficient rights
- File not found
- Multiple versions exists in tree
- Somebody else has created a revision on this document
- The file is not rebuilt
- The selected version does not exist
Clear cache during log out
Refresh cache during log in
Exclude from copy tree
Exclude from branch *2018 and newer
Adding Files:
- Specify file extensions to automatically add or exclude from the vault
- 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
10 GB max
Unlimited
Replication
Web servers
Maintenance Plans
Workflows allowed:
1 max
Unlimited
- Workflow link
- Parallel Transitions
- Automatic Transitions
Transition only permissions:
- Authentication
- Hide when sibling parallel transition is chosen
- Overwrite Latest Version (Files only)
States allowed:
10 max
Unlimited
- Workflow link
- Parallel Transitions
- Automatic Transitions
State only permissions:
- initial state
- Ignore permissions in previous states
Move Tree
Report Generator
Search Tool/Favorites
Data card input formulas
Solidworks add-in
Draftsight add-in
Office add-in integration
Windows/LDAP login
Pro\E Connector
Solid Edge file support
Autodesk AutoCad
Autodesk Inventor
SOLIDWORKS PDM CAD Editor
SOLIDWORKS PDM Contributor
SOLIDWORKS PDM Viewer