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How to update SOLIDWORKS PDM Viewer Settings for ALL users

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Currently if you need to make changes to User Viewer settings, each user has to be updated individually.

SOLIDWORKS PDM Viewer Settings

Viewer settings

If there are multiple users to update, this can be a tedious time consuming task. To avoid this toil, the SOLIDWORKS PDM Viewer Settings can be updated for all users by using the following SQL query:

Update Settings
 set value = (
 select Value From Settings S
 Inner Join Users U on S.UserID = U.UserID
 Where VarID = 16 and Username = 'Admin')
 Where VarID = 16 and UserID != 2

First update the Viewer settings for the Admin and then run the query on your vault.

Run query

Run query

Learn more about SOLIDWORKS PDM

Attend our SOLIDWORKS PDM Administration training course either online, in a classroom near you, or ask us about training on-site at your location.

The post How to update SOLIDWORKS PDM Viewer Settings for ALL users appeared first on SOLIDWORKS Tech Tips, Videos & Tutorials from Javelin.


How to remove an orphaned SOLIDWORKS PDM Vault from user computers

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Even though a vault has been removed from the vault server, it can still appear on a user’s computer. The user can see the deleted vault, but cannot access it.

Orphaned SOLIDWORKS PDM Vault

Vault is still visible but inaccessible

To remove the ghost of an earlier vault, the Windows Registry can be edited to remove the key, associated with this vault. If you are not familiar with the Registry, you may want to recruit the help of someone who is. Changes to registry can damage installed programs, as well as the operating system. To avoid accidental changes by the uninitiated,  I have purposefully left out the steps to launch the Registry.

The key we want to delete is the HKEY_CURRENT_USER\Software\SolidWorks\Applications\PDMWorks Enterprise\ConisioAdmin.

Delete a registry key

Delete a registry key

This will not affect the local vault views. This will clear the vaults reported by PDM Admin on the local system. The list of vaults will update the next time you launch PDM Admin. Any connected vault will show in PDM Admin, but the orphaned vault should no longer appear.

If the orphaned vault is still visible, it’s time to go back in the Registry. In the key HKEY_LOCAL_MACHINE\SOFTWARE\SolidWorks\Applications\PDMWorks Enterprise\ArchiveServer\Computers\<local>\Archives, double click ‘Vaults. and delete the orphaned vault.

Vault Archives

Vault Archives

Also, look at the key HKEY_LOCAL_MACHINE\SOFTWARE\SolidWorks\Applications\PDMWorks Enterprise\ArchiveServer\Vaults and delete the key related to the orphaned vault.

Delete Vault Key

Delete Vault Key

To delete the orphaned vault view, right click on the appropriate vault,

Delete local vault view

Delete local vault view

Then cancel the login by hitting the ‘x’, as shown below

Cancel log in

Cancel log in

And choose whether to keep locally cached files, or whether to delete them.

Delete local vault view

Delete local vault view

Learn more about SOLIDWORKS PDM

Attend our SOLIDWORKS PDM Administration training course either online, in a classroom near you, or ask us about training on-site at your location.

The post How to remove an orphaned SOLIDWORKS PDM Vault from user computers appeared first on SOLIDWORKS Tech Tips, Videos & Tutorials from Javelin.

SOLIDWORKS Rx Safe Modes

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SOLIDWORKS Rx Safe Modes can be used to disable or bypass certain SOLIDWORKS and system setting in order to isolate SOLIDWORKS issues.

The SOLIDWORKS Rx tool is available from Start > All Programs > SOLIDWORKS > SOLIDWORKS Tools > SOLIDWORKS Rx

Start SOLIDWORKS Rx

Safe Modes are found on the Home page of the Rx tool.

SOLIDWORKS Rx Safe Modes

SOLIDWORKS Rx Home page

Save Mode #1

The first option will launch SOLIDWORKS in “Software Open GL mode”. This will by bypass your system’s video card and is useful in determining if crashing and/or graphical issues are related to your video card. Many graphics issues can be related to driver incompatibility, the Diagnostics tab, of the Rx report, will provide notice if your current driver is not supported and will provide a link to download the correct driver.

SOLIDWORKS Rx Diagnostics

SOLIDWORKS Rx Diagnostics

Save Mode #2

The second option will launch SOLIDWORKS with the default settings. This can be useful when you are trying to determine if setting is responsible for the behavior you are seeing. These changes only apply the next time you launch SOLIDWORKS. Future launches will use the settings you have defined, so there is no risk of losing your settings.

The post SOLIDWORKS Rx Safe Modes appeared first on SOLIDWORKS Tech Tips, Videos & Tutorials from Javelin.

Information entered in SOLIDWORKS PDM Sheet Tabs cannot be linked to Drawing Annotations

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The information entered in a SOLIDWORKS PDM sheet tab and a data card can differ. In some cases we may want to link a note in a drawing sheet to a value entered in a sheet tab. For example the document number from a sheet tab needs to be linked to a title-block note; which is located in the corresponding drawing sheet

SOLIDWORKS PDM Sheet Tab

PDM Sheet Tab

The flow of information from a data card to a file, such as a drawing, starts with a variable that is associated with a data card field. An attribute block can be added to the variable, which will map the variable’s value to the file. In the case of SOLIDWORKS files, this is done with the CustomProperty block.

CustomProperty Attribute

CustomProperty Attribute

In this way values entered into the PDM data card are mapped to SOLIDWORKS  custom and configuration specific properties.  In the case of a drawing, the variables mapped to SOLIDWORKS properties will appear under the @ tab.

Sheet’s are not configurations though, and as such there is no mechanism for mapping information in a sheet tab, to a note. We can use the data card option, ‘Update all Configurations’ to push changes entered into via the sheet tab to a variable, but this will update all the tabs including the @ tab.

Update all configurations

Update all configurations

The post Information entered in SOLIDWORKS PDM Sheet Tabs cannot be linked to Drawing Annotations appeared first on SOLIDWORKS Tech Tips, Videos & Tutorials from Javelin.

Understanding $PRPSheet in SOLIDWORKS PDM

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$PRPSheet can be used in an attribute block to map a model property to a custom or configuration specific property of a drawing. This is explained in the Javelin blog article SOLIDWORKS PDM Professional: Write Drawing Card With Part Card Variables. This property will then show up under the @ tab of the drawing data card.

Data Card @ tab

Data Card @ tab

The term $PRPSheet, may seem to indicate that a property is being mapped to a drawing’s sheet, but a sheet is not a configuration. Properties can only be mapped as a custom, or configuration specific properties. Since a sheet is not a configuration, properties cannot be mapped to them. You can enter information for each sheet independently in the data card, but this will not be reflected in the drawing sheet itself.

We can show values contained in $PRPSheet in the sheet tabs. This is done by checking ‘Update in all configurations‘ in the properties of a field in the data card.

Update all configurations for $PRPSheet

Update all configurations

This will cause all sheet tabs, including the @ tab, to display the same value for that field. In order make make changes for this field, the changes must be made from data card and not the drawing.

 

The post Understanding $PRPSheet in SOLIDWORKS PDM appeared first on SOLIDWORKS Tech Tips, Videos & Tutorials from Javelin.

SOLIDWORKS PDM Failed to create temporary file for SOLIDWORKS Simulation

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If your SOLIDWORKS Simulation results folder is associated with PDM, you may receive the error message ‘Failed to create temporary file‘. This can happen when PDM attempts to create a preview of the Simulation results. This will typically occur when you try to create a new mesh, or show a result plot.

To avoid this error, you can add Simulation .cwr file to the Exclusion list located from the Display pull-down, of the PDM local vault view.

Exclude .cwr file types in SOLIDWORKS PDM

Exclude File Types in SOLIDWORKS PDM

Alternatively, you can check-out the relevant .cwr file.

The post SOLIDWORKS PDM Failed to create temporary file for SOLIDWORKS Simulation appeared first on SOLIDWORKS Tech Tips, Videos & Tutorials from Javelin.

SOLIDWORKS PDM 2017 Windows Explorer Document Preview Enhancements

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There are new enhancements for the SOLIDWORKS PDM 2017 Preview Tab in the Windows Explorer Vault view. If eDrawings is being used as the viewer and Display > Options, in the local Vault view, is set to ‘Show Full UI in SOLIDWORKS preview‘…

SOLIDWORKS PDM Display Options

SOLIDWORKS PDM Display Options

…you can now display an exploded view of an assembly.

Explode command in the Preview tab

Explode command in the Preview tab

In addition, the Preview Panel Card view , can now be turned off.

Card Preview Enabled

Card Preview Enabled

Which allows you to display a larger eDrawings view of your SOLIDWORKS document.

Card Preview Disabled

Card Preview Disabled

SOLIDWORKS 2017 Resources

Access our resources page to get everything you need to learn what’s new in SOLIDWORKS 2017, including tech tips, demonstrations, and upcoming product webinars.

WHAT’S NEW RESOURCES

SOLIDWORKS 2017 Resources

The post SOLIDWORKS PDM 2017 Windows Explorer Document Preview Enhancements appeared first on SOLIDWORKS Tech Tips, Videos & Tutorials from Javelin.

How to Add Custom Columns in SOLIDWORKS PDM 2017

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With SOLIDWORKS PDM 2017 you can now add a custom column in the Transition and Get dialog boxes. SOLIDWORKS PDM Custom Columns can be added by right-clicking on any column heading and selecting More from the shortcut menu.

Right-click column

Right-click column

Or by right-clicking within a dialog box and selecting Columns > More from the shortcut menu.

Adding a column

Adding a column

 

After clicking on More, you can choose the Columns you would like to add.

SOLIDWORKS PDM Custom Columns

Choose Columns

The available columns are tied to the Variables within a vault. As with any other column, Custom Columns can be reordered and resized. Changes to columns, including the addition of columns, is stored for each PDM user.

SOLIDWORKS 2017 Resources

Access our resources page to get everything you need to learn what’s new in SOLIDWORKS 2017, including tech tips, demonstrations, and upcoming product webinars.

WHAT’S NEW RESOURCES

SOLIDWORKS 2017 Resources

The post How to Add Custom Columns in SOLIDWORKS PDM 2017 appeared first on SOLIDWORKS Tech Tips, Videos & Tutorials from Javelin.


SOLIDWORKS PDM 2017 Change File Category

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The category associated with a file can now be changed. The admin user can change the category of a checked in file, by selecting Change Category, from the Modify pull-down menu in the local vault view.

SOLIDWORKS PDM Change File Category

Change Category

This will change the Category a file is associated with, not the workflow that the file resides in. Only the default admin user has the permission to Change Category.

SOLIDWORKS 2017 Resources

Access our resources page to get everything you need to learn what’s new in SOLIDWORKS 2017, including tech tips, demonstrations, and upcoming product webinars.

WHAT’S NEW RESOURCES

SOLIDWORKS 2017 Resources

The post SOLIDWORKS PDM 2017 Change File Category appeared first on SOLIDWORKS Tech Tips, Videos & Tutorials from Javelin.

SOLIDWORKS PDM 2017 Web2 Download Permissions

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SOLIDWORKS PDM 2017 Web2 now lets an administrator control download permissions. This is done by modifying the configuration node of the Web.config file.  The Web.config file is located by default, in C:\inetpub\wwwroot\SOLIDWORKSPDM\Web2. The following string denies the user download permissions, <user denyDownload=true name=No_Soup_For_You“></user>

The Admin has download permissions enabled by default.  <user denyDownload=”false name=”admin“></user>

These strings are entered under, <vaultSettings>, which is found near the end of the Web.config file.

Dynamic Previews are now supported on Google® Chrome™, Mozilla® Firefox®, and Apple® Safari®, without the need to load any plug-ins.

SOLIDWORKS PDM 2017 Web2

SOLIDWORKS PDM 2017 Web2

SOLIDWORKS 2017 Resources

Access our resources page to get everything you need to learn what’s new in SOLIDWORKS 2017, including tech tips, demonstrations, and upcoming product webinars.

WHAT’S NEW RESOURCES

SOLIDWORKS 2017 Resources

The post SOLIDWORKS PDM 2017 Web2 Download Permissions appeared first on SOLIDWORKS Tech Tips, Videos & Tutorials from Javelin.

SOLIDWORKS MBD 2017 Attaching files to a 3D PDF

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In SOLIDWORKS MBD 2017, files can be attached to a 3D PDF, when it is published. To do this, click on Publish 3D PDF.

SOLIDWORKS MBD 3D PDF

Publish 3D PDF

Click on Attach Files and browse to the file you want to attach:

Files to Attach

Files to Attach

The attachment will appear under the attachment/paperclip tab on the left-hand side of the PDF document:

Attachment added to PDF

Attachment added to PDF

 

And can be opened from the right-mouse menu, or by double-clicking the attachment in the SOLIDWORKS MBD 3D PDF.

Open Attachment

Open Attachment

SOLIDWORKS 2017 Resources

Access our resources page to get everything you need to learn what’s new in SOLIDWORKS 2017; including tech tips, demonstrations, and upcoming product webinars.

WHAT’S NEW RESOURCES

SOLIDWORKS 2017 Resources

The post SOLIDWORKS MBD 2017 Attaching files to a 3D PDF appeared first on SOLIDWORKS Tech Tips, Videos & Tutorials from Javelin.

SOLIDWORKS NetWork License Failed to get string for the Localized Property

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When installing, or modifying the installation of the SOLIDWORKS SolidNetWork License Manager, you may encounter the following error: Failed to get the string for the Localized Property : STR_SWINST_ACTIVE_SW.

STR_SWINST_ACTIVE_SW

SOLIDWORKS Error message

This error can occur, if SOLIDWORKS is open on the same system where the installation is taking place. Close SOLIDWORKS and then retry the installation. This should allow you to continue with the install error free.

The post SOLIDWORKS NetWork License Failed to get string for the Localized Property appeared first on SOLIDWORKS Tech Tips, Videos & Tutorials from Javelin.

‘The Archive Server connection receive operation timed out’ SOLIDWORKS PDM Error

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One or both of the following error messages can occur when a replicated SOLIDWORKS PDM archive is taken offline and registry keys are not updated correctly:

Archive Server connection Error Message PDM Error Message

To fix this issue, on the archive server, edit the registry key:

HKEY_LOCAL_MACHINE\SOFTWARE\SolidWorks\Applications\PDMWorks Enterprise\ArchiveServer\Vaults\<vaultname>

Then either delete the ‘Replicate’ string, or set the value to zero.

The post ‘The Archive Server connection receive operation timed out’ SOLIDWORKS PDM Error appeared first on SOLIDWORKS Tech Tips, Videos & Tutorials from Javelin.

How to prevent users from logging into SOLIDWORKS PDM

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Whether it is for maintenance, troubleshooting, or preventing unauthorized access, occasionally there is the need to block SOLIDWORKS PDM login.

To block users access the SOLIDWORKS PDM Administration tool and right-click on a Vault and select Properties.

Vault Properties

Vault Properties

Next click on Block Log-ins.

Block SOLIDWORKS PDM login

SOLIDWORKS PDM Block log-ins

Anyone attempting to log into the vault will receive a the message: “system is locked due to maintenance”

System Maintenance Message

System Maintenance Message

To allow access to the vault, select Permit Log-ins and users will once again be able to access the vault.

Permit log-ins

Permit log-ins

NOTE: this will not log out users who are already logged in. People who are already logged in, will continue to be able to access the vault.  There is no built-in functionality to force log-outs, but the connection form a client to SQL can be killed. The process to do this, is outlined in another one of my articles, titled “Killing SQL connection to force a Client logout

The post How to prevent users from logging into SOLIDWORKS PDM appeared first on SOLIDWORKS Tech Tips, Videos & Tutorials from Javelin.

How to kill an SQL connection to force a SOLIDWORKS PDM Client Logout

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Currently there is no functionality to force a SOLIDWORKS PDM logout, but the connection between the client and SQL can be temporarily killed. You should only kill SOLIDWORKS PDM if a user cannot be logged out normally.

If you need to prevent access to a vault, you can block a login, refer to my article on how to Block a PDM Login for more information.

To kill SOLIDWORKS PDM / SQL connection, you need to access the SQL Management Studio, then right-click on the SQL server, and select Activity Monitor.

SQL Activity Monitor

SQL Activity Monitor

Click on the Process tab and look for the process EdmServer.exe that is associated with the user you want to disconnect.

PDM Server Processes

PDM Server Processes

Right-click on the process and choose Kill Process from the shortcut menu.

Kill SOLIDWORKS PDM Option

Kill Process Option

If the user now attempts to navigate within the vault they will receive the following message.

SOLIDWORKS PDM Message

SOLIDWORKS PDM Message

Further attempts to access the vault will result in a blank Vault View.

Blank PDM View

Blank PDM View

Before the user can access the vault again, they will need to first log out. If login is currently blocked, they will then receive the message below, when they try to log in.

Blocked login message

Blocked login message

The post How to kill an SQL connection to force a SOLIDWORKS PDM Client Logout appeared first on SOLIDWORKS Tech Tips, Videos & Tutorials from Javelin.


How to rename a SOLIDWORKS PDM Archive Server

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If you want to rename SOLIDWORKS PDM Archive Server, follow these steps to ensure proper functioning of SOLIDWORKS PDM after renaming the server machine.

Step 1: Backup and lock access

The first step is to ensure you have a recent backup of the archive and the SQL database. Once the backups are complete, you need to ensure  that during the rename operation no one can access the PDM vault; refer to my recent article on how to block PDM login.

Step 2: Rename the Server

The next step is rename the server. There are a number of ways of doing this. In the below image I illustrate how this is done through Windows System Settings.

Rename SOLIDWORKS PDM Archive Server

Rename PC through Windows System Settings

Step 3: Edit SQL Tables

Now that the server is renamed, we need to make make changes through SQL Server Management Studio. Expand the Tables folder, for your vault and edit the tables ArchiveServers and SystemInfo.

Edit Table

Edit Table

Update the ArchiveServerName ONLY, for each of these tables. If this a replicated environment, ONLY update the server that was renamed.

Updated name

Updated name

Once the Tables have been updated, restart the Archive Server service.

Step 4: Edit Client Registry

Each client must now be updated to reflect the new Archive Server name.  Edit the registry key:

HKEY_LOCAL_MACHINE\SOFTWARE\SolidWorks\Application\PDMWorks Enterprise\Databases\VAULTNAME

And update ServerLoc with the new server name.

Registry Editor

Registry Editor

If the above key is empty, the file vault view is most likely “private”, in this case, edit the key:

HKEY_CURRENT_USER\Software\SolidWorks\Applications\PDMWorks Enterprise\Vaults\VAULTNAME

Next delete the registry:

HKEY_CURRENT_USER\Software\SolidWorks\Application\PDMWorks Enterprise\ConisioAdmin

Deleting this key is only required  if the vault view is “private”. Once the changes have been made, on the client, reboot the system and log into the vault.

If the server is part of a replicated environment, ensure that server name is correct in your replication settings.

The post How to rename a SOLIDWORKS PDM Archive Server appeared first on SOLIDWORKS Tech Tips, Videos & Tutorials from Javelin.

New SOLIDWORKS PDM Professional 2017 Licenses

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With the release of SOLIDWORKS PDM Professional 2017, Dassault Systèmes has introduced two new license models.

SOLIDWORKS PDM Professional Licenses

SOLIDWORKS PDM Professional Licenses

SOLIDWORKS PDM Professional Add-on Licenses

The first of these, is SOLIDWORKS PDM Professional Add-on Licenses. This license type is ideal for companies who already have Microsoft SQL Server, including installations of those that were bundled with SOLIDWORKS PDM Professional (formerly known as SOLIDWORKS Enterprise PDM).  If a company purchased a SOLIDWORKS PDM Professional Processor License (PSL), then the process is straightforward. As the PSL is SQL licensed per core, any of the three new Add-On licenses can easily be added on without issue. Otherwise a company needs to ensure they own sufficient Microsoft Client Access Licenses (CALs), to support the number of SOLIDWORKS PDM Professional Add-on Licenses they purchased.

If a company decides to use Add-On PDM licenses with a currently owned Microsoft SQL Server that is being used for other applications, it should be noted that this can lead to performance issues; as system resources would by necessity be shared. Performance issues could be compounded if these applications are installed on the same server as the PDM components. SOLIDWORKS recommends having the PDM database and Archive installed on its own individual dedicated servers.

SQL Server 2014 Runtime Restricted Server License

This type of license can be used for licensing a failover server, or for setting up a separate SOLIDWORKS PDM Professional environment. An example of this would be an environment for testing a new release of PDM. This type of license, will use a company’s existing CALs.

The post New SOLIDWORKS PDM Professional 2017 Licenses appeared first on SOLIDWORKS Tech Tips, Videos & Tutorials from Javelin.

What does the SOLIDWORKS PDM Default Overwrites option actually do?

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I’m often asked what the SOLIDWORKS PDM Default Overwrites option in the Data Card Editor actually does.

SOLIDWORKS PDM Default Overwrites Option

SOLIDWORKS PDM Default Overwrites Option

The related Help topic snippet is a bit vague.

Help snippet

Help snippet

There is not a lot of additional information online and every single person, myself included, seems to have their own take, on what Default Overwrites actually does. In order to demystify the use of this option, I decided to ask the professionals at SOLIDWORKS PDM Support for their input. One of SOLIDWORKS top technical guns, provided me with an explanation that cuts through the uncertainty. I’d like to thank Kevin Fancera, of SOLIDWORKS PDM Support, for his explanation that I have included below:

“In a card field tied to a variable, the option for default value will enter the specified default value in the card if there is no custom property in the file, that is mapped to the variable for that field. If one already exists, it will use the value from the custom property in the file.

If default overwrites is enabled, it writes in the default value even if there is an existing custom property where a value is already present.

If setting is enabled, copying a file will also regenerate the default value.”

The post What does the SOLIDWORKS PDM Default Overwrites option actually do? appeared first on SOLIDWORKS Tech Tips, Videos & Tutorials from Javelin.

SOLIDWORKS PDM Professional 2017 Installation

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SOLIDWORKS PDM Professional installation for the 2017 release is now carried out through the SOLIDWORKS Installation Manager. The installation can be selected from the Installation Manager Welcome page, under Server products as shown in the figure below:

SOLIDWORKS Installation Manager

SOLIDWORKS Installation Manager

On the summary page click on Change to configure the PDM installation.

Change on Summary Page

Change on Summary Page

  • Choose the appropriate product. In this case PDM Professional.
  • Identify the installation location, or accept the default.
  • Choose which features to install. The archive and database  needs only to be installed once on a server(s), that can be accessed by the clients. The client feature needs to be installed on all clients. It can be helpful, to have a client installed on the server, for troubleshooting purposes relating to network permissions and connectivity.
  • For the SQL Server, choose whether to install a new instance, or use an existing instance. Please note, performance may be degraded if SQL is shared between multiple applications. A dedicated SQL instance should provide the best performance.
  • Enter the sa password that, will be used to access the SQL database.
  • Click on Back to Summary to continue with the installation
Server Options

Server Options

Click on Install Now to complete the installation.

Complete the installation

Complete the installation

Need SOLIDWORKS PDM Training?

Contact us about our SOLIDWORKS PDM training courses for users and administrators.

The post SOLIDWORKS PDM Professional 2017 Installation appeared first on SOLIDWORKS Tech Tips, Videos & Tutorials from Javelin.

Installing SOLIDWORKS 2017 Workgroup PDM Server

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Installing SOLIDWORKS Workgroup PDM Server for the 2017 release is included in the SOLIDWORKS Installation Manager. The Installation Manager can be launched from your SOLIDWORKS Installation DVD or from a downloaded service pack.

NOTE: SOLIDWORKS PDM Standard replaces SOLIDWORKS Workgroup PDM, which is set to be discontinued in the 2018 release. SOLIDWORKS PDM Standard is included with SOLIDWORKS 2016 and 2017 Professional and Premium licenses.

Once the Installation Manager starts, on the Welcome Screen, you can select SOLIDWORKS Workgroup PDM Server under Server Products.

Welcome screen for SOLIDWORKS Installation Manager

Welcome screen for SOLIDWORKS Installation Manager

Starting with SOLIDWORKS Workgroup PDM 2012, a Validation Code is required in order to install the server. In the Installation Summary, beside “Validation Code required for installation”, click on Change.

SOLIDWORKS Workgroup PDM Server validation code

SOLIDWORKS Workgroup PDM Server validation code

 

Enter you serial number and your e-mail and then click Get Code. If Validate Automatically fails, then try the e-mail option.

Get the validation code

Get the validation code

Your Validation code will appear at the bottom of the screen. If you used the e-mail option, you would then enter the validation code, sent to you, in the text box.

Validation code

Click on Back to Summary and continue with the installation by selecting Install Now.

The post Installing SOLIDWORKS 2017 Workgroup PDM Server appeared first on SOLIDWORKS Tech Tips, Videos & Tutorials from Javelin.

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