Solidworks Using - Solidworks PDM

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Using SOLIDWORKS PDM

SOLI DWORKS TRRINING
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SOLIDWORKS TRAINING
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SW3562847
SOLIDWORKS® PDM
Using SOLIDWORKS PDM
Dassaull Systernes SolidWorks Corporation

r+>; 175 Wyman Street
Waltham, Massachusetts 02451 USA
© 1995-2016, Dassault Systemes Solid Works Corporation, a Copyright Notices for SOLID WORKS Standard, Premium,
Dassault Systernes SE company, 175 Wyman Street, Waltham, Professional, and Education Products
Mass. 02451 USA. All Rights Reserved.
Portions of this software © 1986-2016 Siemens Product
The information and the software discussed in this document are Lifecyclc Management Software Inc. All rights reserved.
subject to change without notice and are not commitments by
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Portions of this software © 1998-2016 Geometric Ltd.
SOLTDWORKS® 30 mechanical CAD andlor Simulation
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Portions of this software © 2001-2016 Luxology, LLC. All rights
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FeatureWorks is a registered trademark of Geometric Ltd. Portions of this software © 2008 Solversoft Corporation.
SOLIDWORKS 2017, SOLIDWORKS Standard, PCGLSS © 1992-2016 Computational Applications and System
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In the event that you receive a request from any agency of the Portions of this software © 2016 Altium Limited.
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Manufacturer: Dassault Systcmes SolidWorks Corporation, 175
Wyman Street, Waltham, Massachusetts 02451 USA. Document Number: PMTI731-ENG
Contents
Introduction
About This Course 2
Prerequisites 2
Course Design Philosophy 2
Using this Book 2
Laboratory Exercises 3
About the Training Files 3
,,--,
Conventions Used in this Book 3
Windows® 7 3
SOLIDWORKS PDM Standard 4
More SOLlDWORKS Training Resources 4
,- Local User Groups . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .4
Lesson 1:
SOLIDWORKS PDM Concepts
The Fundamentals ofPDM 6
What is SOLIDWORKS PDM? 6
SOLIDWORKS PDM Overview 6
SOLID WORKS PDM Modules 6
Contents SOLIDWORKS PDM
SOLlDWORKS PDM Components 8

File Vault 8
View of File Vault 8
Working Folder (Cache) 8
Access Rights 8
SOLIDWORKS PDM 'Smart' Files 8
SOLIDWORKS PDM 'Smart' Folders 9
File Data Card 9
Folder Data Card 9
Workflow 9
Notifications 10
Versions and Revisions 10
Lesson 2:
SOLIDWORKS PDM User Interface
SOLIDWORKS PDM User Interface 12
Getting Help 12
The Explorer Window 12
Logging In 13
Case Study: Exploring SOLlDWORKS PDM 14
SOLIDWORKS PDM User Interface Layout 15
Logging Out 31
Exercise 1: Explore SOLlDWORKS PDM User Interface 32
Lesson 3:
Document Creation and Check In
Document Creation and Check In 34
Creating New Folders and Files 34
Case Study: Checking in Documents 35
Add Existing Files 38
Document Check In 39
Create Files and Folders from Templates 44
Advanced Document Check In 47
Check In File 47
Case Study: Checking in Documents with References 48
Exercise 2: Document Creation and Check In 51
ii
SOLIDWORKS PDM Contents
Lesson 4:
Versioning Files
Versioning Files 54
Check Out 54
Optional Check Out Method 55
Case Study: Versioning Files 58
Overwriting Latest Versions 59
Local File Version 60
Get Latest Version 60
Get Version 60
Overwriting Checked Out Versions 60
Undo Check Out 61
History 62
Exercise 3: Versioning Files 64
Lesson 5:
File References
File References 66
Creating and Removing References 66
Case Study: File References 67
Copying Files with References 68
Case Study: Copy File and References 70
Moving Files with References 72
Case Study: Move File and References 73
Sharing Files 75
Exercise 4: File References 76
Lesson 6:
Searching
Searching SOLIDWORKS PDM 78
Name and Location 80
Start Searching 81
Searching for Checked Out Files 81
The Search Results 82
Case Study: Search 82
Favorite Searches 84
Exercise 5: Search 86
Lesson 7:
Workflow and Notification
SOLID WORKS PDM Workflow 88
Change File State 88
Case Study: Workflow 90
Exercise 6: Workflow 93
iii
Contents SOLIDWORKS PDM
Lesson 8:
Working in SOLIDWORKS
Versioning SOLIDWORKS Files 96
SOLIDWORKS Add-in 96
Add-in Options 97
Check Out Files ., 98
Case Study: Versioning Files 99
Check In Files 104
Managing Local Cache 106
Remove Local Copy 106
Clear Local Cache 106
Working With File Versions 106
Workflow 108
Exercise 7: Versioning SOLIDWORKS Files 110
Appendix A:
Working with Bill of Materials
Bill of Materials (BOM) 112
Modify Computed 80M 113
Modify Computed BOM Quantity 114
Activate Computed BOM 114
Case Study: Modify a Computed BOM 114
Create Named BOM 116
Modify Named BOM 116
Case Study: Create and Modify a Named BOM 117
Compare 80M 121
iv
Introduction
SOLIDWORKS PDM
Introduction
About This The focus of this course is on the fundamental skills and concepts
Course central to the successful use of SOLID WORKS PDM. You should view
the training course manual as a supplement to, not a replacement for,
the system documentation and on-line help. Once you have developed a
good foundation in basic skills, you can refer to the on-line help for
information on less frequently used command options.
The intended audience for this course is a user who will access or
manage files with SOLIDWORKS PDM.
Prerequisites Students attending this course are expected to have the following:
For users of the Viewer and Contributor clients:
• Experience with the Windows'P" operating system.
For users ofthe CAD Editor client:
• Basic experience with the SOLIDWORKS software.
• Knowledge of SOLIDWORKS file structure and referencing.
For more information on SOLIDWORKS File Management please
refer to the SOLIDWORKS File Management book.
Course Length The recommended minimum length of this course is one day.
Course Design SOLIDWORKS PDM is a highly configurable product. As a result,
Philosophy each company's vault, project structure, data cards and workflow will
be different. The screen shots used in the lessons were created from a
vault based on a fictional company (ACME) and will generally be
different from what you will see on your own system. The data cards
shown are from the Training set which are included as part of the
training file set download.
For each lesson, this manual provides the technical detail of the
individual functions of SOLIDWORKS PDM. Your instructor will
either demonstrate the different features of SOLIDWORKS PDM on
your vault or a vault created from the settings used in your company.
This course is designed around a process- or task-based approach to
training. Rather than focus on individual features and functions, a
process-based training course emphasizes the process and procedures
you follow to complete a particular task. By utilizing case studies to
illustrate these processes, you learn the necessary commands, options
and menus in the context of completing a task.
Using this Book This training manual is intended to be used in a classroom environment
under the guidance of an experienced instructor. It is not intended to be
a self-paced tutorial. The examples and case studies are designed to be
demonstrated "live" by the instructor.
2
SOLIDWORKS PDM
Introduction
Laboratory Laboratory exercises give you the opportunity to apply and practice the
Exercises material covered during the lecture/demonstration portion of the
course. They are designed to represent typical situations while being
modest enough to be completed during class time.
About the A complete set of the various files used throughout this course can be
Training Files downloaded from the SOLIDWORKS website, www.solidworks.com.
Click on the link for Support, then Training, then Training Files, then
SOLIDWORKS PDM Training Files. Select the link for the desired file
set. There may be more than one version of each file set available.
DirectURL:
www.solidworks.com/trainingfilespdm
The files are supplied in signed, self-extracting executable packages.
The files are organized by lesson number. The Case Study folder
within each lesson contains the files your instructor uses while
presenting the lessons. The Exercises folder contains any files that are
required for doing the laboratory exercises.
Conventions Used This manual uses the following typographic conventions:
in this Book
Convention Meaning
Bold Sans Serif SOLIDWORKS and SOLIDWORKS PDM

commands and options appear in this style.
For example, Tools, DrawCompare means
choose the DrawCompare option from the
Tools menu.
Typewriter Project names and file names appear in this

style. Names that you type appear in this style.
Double lines precede and follow sections of

the procedures. This provides separation
17 Do this step
between the steps of the procedure and large
blocks of explanatory text. The steps
themselves are numbered in sans serif bold.
Windows®7 The screen shots in this manual were made using SOLIDWORKS and
SOLIDWORKS PDM running on Windows® 7. You may notice
differences in the appearance of the menus and windows. These
differences do not affect the performance of the software.
3
SOLIDWORKS PDM
Introduction
User Interface Throughout the development of the software, there have been some
Appearance cosmetic User Interface changes, intended to improve visibility, that do
not affect the function of the software. As a policy, dialog images in the
manuals which exhibit no functional change from the previous version
are not replaced. As such, you may see a mixture of current and "old"
UI dialogs and color schemes.
Vault Users This manual assumes that usernames have been created for each
student as well as a username for each student's manager. If these
usernames have not been created, the instructor should tell which
usernames can be used for both the Engineer user and the Manager
user.
SOLIDWORKS SOLID WORKS PDM has two versions, Professional and Standard.
PDM Standard This manual will focus on SOLIDWORKS PDM Professional. Some
sections will contain separate instructions for Standard and
Professional,
More MySolidWorks.com enables you to be more productive by connecting
SOLIDWORKS you with relevant SOLIDWORKS content and services - anytime,
Training anywhere, on any device.
Resources Plus, with MySolidWorks Training you can enhance your
SOLIDWORKS skills on your own schedule, at your own pace.
Just go to MySolidWorks.com/training.
Local User Groups Discover the benefits of the SOLIDWORKS User Group Network
(SWUGN). Attend local meetings to hear technical presentations on
SOLIDWORKS and related engineering topics, learn about additional
SOLIDWORKS products, and network with other users. Groups are
led by SOLID WORKS users just like you. Check out SWUGN.org for
more information, including how to find a group in your area.
4
r=:
Lesson 1
SOLIDWORKS PDM Concepts
Upon successful completion of this lesson, you will be able to:

• Describe the basic concepts used by SOLIDWORKS PDM to
manage files.
• Understand the different components ofthe SOLlDWORKS PDM
software.
5
Lesson 1 SOLIDWORKS PDM
SOLID WORKS PDM Concepts
The Product Data Management (PDM) systems provide the following basic
Fundamentals capabilities:
ofPDM • Organizing product/project files
• Secure vaulting/retrieval, versioning and revisioning of files
• Change control and sharing
• Searching and reporting
• Tracking file references (,contains' and 'where used')
• Automating audit trails
What is SOLIDWORKS PDM is a product data management (PDM) software
SOLIDWORKS solution that helps organizations manage and share product data more
PDM? effectively and automate workflow to allow better collaboration from
engineering to the shop floor, resulting in better products, lower costs,
and faster time to market.
SOLIDWORKS PDM is intended to be used by engineers, designers,
manufacturers, purchasers, sales, marketing, and many others, to
manage files including: design geometry, engineering drawings, project
plans, part files, assembly diagrams, product specifications, numerical-
control machine tool programs, analysis results, correspondence, bills
of material, and many other file types ..
SOLIDWORKS SOLIDWORKS PDM provides a secure method of working. The basic
PDM Overview philosophy is:
• Files are stored in the vault.
• Users have controlled access to the vault.
• Users check out or open files from the vault.
• All required files are copied to the user's local cache (vault view).
• Users work with the files locally.
• Only checked out files that were changed need to be checked in to
the vault.
• When files are ready they may be submitted to an automated
workflow process for review and/or approval.
SOLIDWORKS SOLIDWORKS PDM is comprised of the following required

PDM Modules components:
• Microsoft SQL Server
The SOLIDWORKS PDM database server must be hosted on
Microsoft SQL Server. This server contains information about the
setup ofthe SOLIDWORKS PDM system and the files it contains,
including user information, file metatdata and version and revision
information.
6
SOLIDWORKS PDM Lesson 1
~ SOLID WORKS PDM Concepts
• SOLIDWORKS PDM Database Server

The SOLIDWORKS PDM database server is a service that
periodically polls the database for such updates as notifications,
local view refresh, replication schedule updates, index server
changes, etc.
• SOLIDWORKS PDM Archive Server (file vault)

The SOLIDWORKS PDM archive server hosts the physical files
stored in a file vault and also manages SOLIDWORKS PDM users
and their credentials.
• SOLIDWORKS PDM Client

Each computer accessing the file vault must have the client
software installed.
Typical multi-site installation

Typical Single Site Installation
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SOLID WORKS PDM Professional also has the following optional

components:
• SOLIDWORKS PDM Web Server
The SOLIDWORKS PDM web server provides access to a file
vault from the internet or intranet. This functionality require
Microsoft lIS.
• SOLIDWORKS PDM Index Server
The SOLIDWORKS PDM index server provides full content
search in many file types stored in a SOLIDWORKS PDM file
vault. This functionality requires Windows Indexing Service.
7
SOLIDWORKS These are the key components of SOLIDWORKS PDM.

PDM
Components
File Vault All files added to SOLIDWORKS PDM are stored in the file vault,
which consists of an archive for the files and a database for the
metadata. Only users with the appropriate access rights can modify the
files stored in the vault. When a user retrieves a file from the file vault
for editing, other users can view or copy the file but cannot edit it.
View of File Vault In SOLIDWORKS PDM, all users managing files connect to a file
vault through a local file vault view. The vault view is directly
connected to an archive server and database.
When SOLID WORKS PDM is started, the vault view in the Explorer
window mirrors the files and folders of the file vault as stored on the
server. To the user, it therefore appears as if all the files and folders of
the file vault are stored on the user's local hard drive.
Working Folder When a file is retrieved from the SOLIDWORKS PDM file vault, a
(Cache) copy is placed in the working folder or cache on the user's local hard
drive. The next time the same file is accessed, SOLIDWORKS PDM
finds out whether the file is in the working folder. If it is, and if it has
the correct version, SOLIDWORKS PDM does not retrieve it from the
file vault again. That is, the working folder on the local hard drive acts
as a cache area. When a modified file is saved into the vault, the user
can keep a read-only copy in the working folder or remove the local
copy.
Access Rights Each user or group of users needs rights to access the files in the
SOLIDWORKS PDM file vault. Such rights yield permission to:
• Read or view a file.
• Share a file between folders.
• Check out a file for editing purposes.
• Delete a file from view.
• Destroy a file, i.e. to permanently remove a file from the
SOLIDWORKS PDM file vault.
• Add or rename a file.
• Modify a file data card, i.e. to alter the layout of the card associated
with a file.
SOLIDWORKS SOLID WORKS PDM handles all types of files. Examples:
PDM 'Smart' Files
• Technical drawings (.slddrw, .dwg, etc.)
• Part and assemblies (.sldprt, .sldasm, etc.)
• Calculation sheets (.xls, etc.)
• Text files (.doc, .txt, etc.)
• Graphic files (.bmp, .gif, .jpg, etc.)
8
Files stored in the vault become 'smart' when additional property

information (metadata) is associated to a file. (Examples include: part
number, description, drawn by, etc.).
SOLIDWORKS Vault folders are also 'smart' because of the property information
PDM'Smart' (metadata) associated to the folders. (Examples include: project
Folders number, project description, project manager, etc.). Folders contain
'smart' files. In addition, a folder may contain sub folders, which in
turn may contain additional 'smart' files.
File Data Card Each file in SOLIDWORKS PDM has an attached file data card,
containing information about the file.
The layout and contents of the card are defined by the file type. Data
cards are defined by the administrator and may also be folder specific.
The card layout is inherited from the base folder, unless it is re-defined
in a subfolder.
Folder Data Card Each folder in SOLID WORKS PDM has an attached folder data card,
containing information about the folder.
Data cards are defined by the administrator and may be folder specific.
Typically there is a single folder card used by the SOLID WORKS
PDM Vault. Any file added to a folder can have portions of its file card
completed by the card of the folder to which it has been added. For
example, project details for the file can be extracted from the project
folder's card.
Workflow The workflow process is user defined. Schematically it should
represent the internal approval process that is used in the work group, at
the department, within the company, etc.
The workflow is defined by two types of items:
• State. Represents each of the different phases of a file's lifecycle.
• Transition. Represents moving a file from one state to the next.
At any given time, each file is in exactly one location (the current
state).
Each state can have its own set of user and user group access rights,
defining who may do what with the file at a particular state. Each
transition also contains rules of who may change the state of a file.
There must always be at least one state in the workflow: the initial
state. All new files created in or copied into SOLIDWORKS PDM are
assigned this state.
9
Notifications Notifications are messages sent to users or user groups. The

notifications are either transmitted automatically by the state alteration
of a file, or manually by the user. The purpose of a notification is to
inform, remind or alert the receiving users when a file has changed
state or when an accessed file has been released. The notification
appears as a pop-up or as an e-mail.
Versions and A file has at least one version. Each time a file is modified and saved
Revisions into the SOLIDWORKS PDM file vault a new version is created.
Every one ofthese versions is assigned a version number. A file in
SOLIDWORKS PDM can have any number of versions stored in the
file vault. When the editing of a file is finished, the latest version can be
designated a revision that is given an official revision number. You can
retrieve earlier versions of a file from the file vault. You can also revert
(roll back) to an earlier version of a file.
10
Lesson 2
SOLIDWORKS PDM
User Interface

• Login to a SOLIDWORKS PDM vault.
• Identify the principal components of the SOLIDWORKS PDM
user interface.
• Log off of a SOLIDWORKS PDM vault.
11
SOLID WORKS PDM User Interface
SOLIDWORKS SOLIDWORKS PDM offers both a Windows-based integration and

PDM User CAD application plug-ins that enable design team members to create
Interface and manage documents and access and manage design information.
SOLIDWORKS users may access the vault directly from
SOLIDWORKS using the SOLIDWORKS PDM CAD Editor client.
The vault may be accessed from computers that do not have
SOLIDWORKS software installed, through the SOLIDWORKS PDM
Contributor client, the SOLID WORKS PDM Web client or the
SOLIDWORKS PDM Viewer client.
Getting Help The help files shipped with SOLIDWORKS PDM are in HTML Help
format. This offers improved search and display functions as well as a
consistent look and feel with Microsoft's online help.
Where to Find It • In Windows Explorer, browse the vault view and click the help icon
lB.
• In SOLID WORKS, click Help, SOLIDWORKS PDM Help Topics.
The Explorer All interaction with SOLIDWORKS PDM is done directly from
Window Windows Explorer, from a dialog box opened from Windows Explorer
or from within the CAD application. As a result of the installation, a
new folder icon is displayed for the client view of the file vault.
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12
Logging In Before using SOLlDWORKS PDM to manage files, login to the

system.
Login for the First When browsing into the
Time client view of a
SOLlDWORKS PDM
file vault, (click on the
icon ~ ACME ), you are
prompted for user name
and password. You must
login when browsing
from Windows Explorer
or from the Open or
Save dialog box in an application,
Enter your user name and password and click Log In.
In some cases SOLlDWORKS PDM logs in users using their Windows
user name and password, In this case, no login screen appears but a
small delay takes place while SOLlDWORKS PDM performs this
login action.
Optional Login Another method to login to a vault is to right-click the
Methods SOLlDWORKS PDM icon in the system tray on the
taskbar. The following menu appears:
Customize ...
Select Log In to show all available file r-®-. H-elp ----- -,

vaults, 1_·_u-=-se-=-SO~U-D'=-VO-R_KS-'II~'-b~H'=<]
1 ~ Inbux
Select the file vault you want to login to.
Enter your user name and password and 1%1iit1d{5?JL"'lln •
click Log In.

~--------~-------
Task Host Configuration
!Ie I
www.sctidwork s. ccm
Lt§l "'it ~
,-----
,~
13
SOLID WORKS PDM User Interlace
Case Study: This case study will introduce the SOLIDWORKS PDM user interface
Exploring and its functions. We will login to a vault, customize menus, browse
SOLIDWORKS files within the different project folders and examine the properties
(attributes) of the selected folders and files.
PDM
1 Login to vault. 'I~ DIOlOSWK
Open a Windows Explorer window and login to the ..I, local Di5k (C
• lDS
SOLIDWORKS PDM vault. .6! ACME
p. .~ BuildTools
Browse the C: drive where the system administrator
created a vault view to the ACME vault.
Click the vault view
icon ~ ,ll.CME .
Enter the user name
given by the instructor
and click Log In.
(Students may use a
different login and
password assigned by
the instructor for labs.)
We can now see green project folders within the vault. ..t] ACME
HIl ECO
~rn Legacy Designs
• III PDF
t> OJ Projects
Folder Status The color offolders in Windows Explorer indicates their status in
SOLIDWORKS PDM:
The folder is in a vault and you have access to the

Green
vault database.
The folder is in a vault but you are off line. Select
Blue
Tools, Work On-line and login.
The folder is local and does not exist in the vault

Gray
database. Right-click and select Add To File Vault.
The folder is a local folder that is not in a vault.

Yellow
14
SOLIDWORKSPDM Lesson 2
SOLIDWORKS The following views are displayed inside Windows Explorer:

PDM User
1. Navigation pane. Displays the folders, subfolders and vault views.
Interface Layout
2. File and folder view. Displays the folders and files in the selected
folder.
3. Preview. Displays a preview of the selected file.
4. Folder/File Data Card. Displays the properties (attributes) ofthe
type-specific data card.
5. Version. Displays the version the user has in their working area.
Also displays the current state within the workflow.
6. Bill of Materials. Displays a configured list of files, sub-
assemblies, and components.
7. Contains. Displays all the files attached to the selected file.
8. Where Used. Displays all the files referencing the selected file.
Organize.... Check Out Get Latest Version History ViewFile New Folder
* !!!!
Favorites
Desktop
~_ Acti~~~_Mo9~~_~~~play_~"", Tool: ~
Name Checked Out By
--_.- - .
Size File Type State Modified Checked
€l..~
Out In elite
Downloads ~2012 Standu . 62.68 KB JPEGlml!lgt: Vaulted 17 Sep 121H .•
rmAluminum . 14.87 KB Microsoft Ixce.; Vaulted 310ct1613:2 . Offi
~Rece:ntPI:wes
§I ACME @)FuIJ_GriU_As .
@)StainlessSte .
"~Technic31 II!...
CD 1.14 MB
22,74KB
93.83 KB
SMG File
Microsoft
Adobe
Wor ...
Acroba ...
Vaulted
Vaulted
Vaulted
020ct1212:5 .
31 Oct 16 13:2 .
310ct1613:2...
Offi
Offi
Si Librarie-s
Gl Documents
J'I Music
~Pj(tures
EjVideos Velue
Admin
i~ LW5·)(El-SWK Color Depth 24
. It. VVlNDOWS (C,) Copyright
I!ilio DATA([,) Date

GdUType Standup LP Gas
6i My Passport (G:)
Height 619
Cll My Passport (H)
Project Name
Revision
€¥ Network
Title
Width 11l
.~Loc:!llst3te veutted
"~localrevilion No revision
...]$.Category
.J!rlocalversion 1/1
~Workflow Documents
15
User Interface The user-interface includes:

Toolbars and Menus
• Windows Explorer tool bar
The Windows Explorer toolbar contains commands that apply to
the vault files or folders you select in the file and folder view.
Organize or Get Latest version CheckOut History View File New Folder ~::.,.
• SOLIDWORKS PDM menu bar

In addition to the regular Windows Explorer toolbar menus, there
are special menus for SOLIDWORKS PDM.
•
I ('~ Actions ..•.Modify ..•.Display
Right-click
Context-sensitive menus
menus
T Tools ..•..
·O;';---·-;:=~~=:l.......
Open in new
__ ·.__
WindOj Open
Print
:!, ·1
1
exist for folders, files, Compare with Araxi
Queue for Ccmperi Compare with Araxis Merge
and empty space in the
file view.
fj; SOLIDWORKS PDM j Queue for Comparison
Open with ...
t1:J Combine files in Ac ~ View File
[j] Shared Folder sync~ r::r Editwith Nctepad+»

~ Sneqit I i!I SQLIDWQRKS
7-Zip f:) Convert to Adobe PDF

Cl Favorite Searches ~ Convert to Adobe PDF and EMail
& Check out

1·Zip
e Check in
Edit",
Illl Get Latest version
t1j) Undo Check out & Check out
G' Check in
~ Change State
Illl latest Version
~ Notify
Get
Convert to PDF
~ Undo Check out
~ History
Send To ~ Change State
3t: Cut ~ Change Category
ED Copy
& Notify
View
Paste Convert to PDF
Paste shared SortSy

Send To
X Delete Refresh
Rename
~ Cut
~ Copy P::l~te
Properties Paste '11$ rereren Paste shared
X Delete New
Rename
Properties
Properties
------ Search local Files
-------
2 Browse folders. A (~ACME

ECQ
Select the folder Projects to expand the sub-project
i> ffi Leqacy Desiqns
folders. ~ PDF
~~~s _
P P-OOOOl
.m P·00002
16
3 View Folder/File Data Card tab.

Select the folder P-OOOO1 in the file view then click the Data Card
tab.
Note the project-specific information such as project number, customer,
project manager, etc.
Note Project and document numbers in the training vault are automatically
generated using the next available serial number. Therefore users may
see a different project and document numbers than depicted in the
images.
Name Checked Out By Size File Type State Modified Checked I
IJIp-OOOOl -: Folder
IllP.00002-~ Folder
IIlP·OOOOJ Folder
[lPrelliew ~DataCard .•.

---tDVersjon -~BinOfMateriaIS ~Contains 5\<JhereUsed
Project Information
Project Ilumber:
P·OOOOl
GrHllnformMion It..:'C",om",,,:;;;;;ent.:.s 1'-- ---,
customer:
Grill Type:
iDS Woodla~~~~iii$ ~_~~~~~~3 r----------~-----··~--~---~
\Standupl~ ~
Project Manager:
lJimW~lia~_~=~~===--=~~~=3
stert nate: [2J270d 16
Grill Size:
1564Sqlr,LP
o OEM Unit
4 View project files.

Browse the P-OOOO1 folder and double-click the folder CAD Files
from within the file view. The files within the project folder appear.
~ Name Checked Out By Size File Type State Modified Checked Out In Category Drawing Num .., Description
~.~,.'Idprt 67.1 ... SOLIDWORKS P •... Released 31 Oct 16 .. CAD Fil~s CAD-OOOOOOOS Axl,
r--""\
~ b.,,_,h,lf.SLDPRT 226 ... SOLIDWORKS P.,., Released 31 Oct 16 .. CAD Files CAD-OOOOOOO6 Base Shelf
~BtClce_Corner.SlDPRT 103 ... SOLIDWORKS P, ... Released 310ctI6 .. CAD Files CAD·OOOOOnO) Bract Corner
-r-r-, ~Bra(e_Cro5s_8ar.SlDPRT 315 .... SOLIDWORKS P e.; Released 310ct16 ... CAD Files CAO·00000008 Brace Cross Bar
<Dcenteuhelf,SlDPRT 192, .. SOLIDWORKS Pa .., Released 31 Oct 16 .. CAD Files CAO·OOOOOO09 Center Shelf
~Collar.SLDPRT 15.4 .. SOLIDWQRKS Pa .., Released 31 Oct16" CAD Files CAD-OOOOOOIO Collar
~Control Sh;!lft.SLDPRT 18.1... SOLIDWORKS Pa ... Released 31 oct re .. CAD Files CAD-OOOOOOll Control Shaft
~Control_Pane1.SLDASM 214 .... SOLIDWORKSAs", Released II Oct 16 ... CAD File~ CAO·OOOOOOl2 Control Panel
17
File View This file view is similar to the normal Explorer file view, but some
columns are changed. The default columns are:
Name Name of the file (or the folder)

Checked Out The user who currently has the file checked out.
By This column is empty when the file is not checked
out.
Size File size
File Type The program that created the file and type, e.g.
Microsoft Word document
State User-defined state in the workflow, e.g. Released,
Pending Approval, etc.
Modified Date when the file was last modified (or created)
Check Out In The local path to the checked out file. This
column is empty when the file is not checked out.
Category Displays the file category, Files in a

SOLIDWORKS PDM Professional file vault can
be assigned a category to ease organizing of
certain files or sending them to the correct
workflow.
In addition to these standard colwnns (which cannot be changed or

deleted), administrators can add columns that show file data card
values. In the previous image, Part Number and Document Number
are additional columns.
To open a file, double-click on the file name. If you open the file from
the file view, you always get the local version. If there is no local
version of the file, you get the latest version from the file vault.
18
5 Browse files.
Click on a few of the files in the file view and notice the property
information for each selected file. This information may be used to
quickly search and retrieve files.
§) Actions ~._Modjfy 0 .••• Di~fl.~~.~~_.~_._ €l-=-~

Name Checked Out By Size File Type State Modified Checked Out In Category Drawing·.
~Full_Grill_Assembly.SlDASM 4.3.. SOLIDWORKSAs... Released 31 Oct 16 ... CAD Files CAD-OOID

~han\~II~Jront~~~unt.SL6·PRT 245." SOLIDWORKSPe .., Released 31 Oct 16" CAD Files CAD-OO(
~ hinqejemale.sldprt 145". SOLIDWORKSPa...
III
Released 31 Oct 16 " CAD Files
,.
CAD-DO[ T"
~ Preview ~Dat~ C~rd @Version 1)1 mI Bill of Materials ~ Contains ?5 Where Used
II <!& ~JIi'" Default I

Project Info File Type
ProiectNumber: P-DDOO' Revision: -------
B
@ Manufactured
Grill Type: SiandupLPGas Version: Reference
Purchased
Document Info Approvals Comments
Doc Number: 00C-00000019 Drawing Number: CAD-00000019 Drawing Type
Description; 7:'H.-ndt";;.·-"Fro...,nt"'M:-ou-n'.----·--·-----oo--- ASSEMBLY

_______________ .__ oo
__ .·_~~
LAYOUT
Material:
WELDMENT
Weight:
Finish:
_.--_ _---_._-------- ..
WElDMENT DETAil
@DETAIL
Status SCHEMATIC
Checked out by:
Current Status: Released

o Propnetery
o RoHS Complianl
19
Layout/ SOLIDWORKS PDM recognizes any layouts stored in DraftSight®

Configuration Tabs files or configurations in SOLIDWORKS parts and assemblies and
inserts additional configuration tabs at the top of the file data card
displayed for such files.
II<!!l> Ii! I Ii'" leq B,a,,,- I~ Plain j "" Rea, Support I

Project lntc ==-- _ Revision: Ii -----
Proiect Number: P·OOOO1
Grill Type: Stendco LP Gas Version: 1
!
Document Info Approvals I Comments!
-------------,
Doc Number" 00[-00000008 Drawing Number: CA.O·00000008
Description:
-----
Brace Cross Bar
.~--.------------
The active configuration tab is focused by default. The active

configuration is denoted by the black outline configuration symbol on
the tab.
To switch between the different configurations, click on the tab name.

Any data stored in each of the different configurations/layouts is stored
in the separate configuration pages of the file data card. The @ tab
shown for SOLIDWORKS files displays the Custom (document
specific) properties.
Note To set the default focus to the @ tab, select Display, Options and
uncheck Set focus to active configuration. SOLIDWORKS PDM
remembers which tab was selected and keeps it focused when
switching between files.
6 View Layout/Configuration tabs.

Select the folder Projects\P-OOOOl \ CAD Files.
Select side_table_plank_wood.SLDPRT in the file view.
Select each configuration and view the properties for each.
Project Info "_ . _

Pmiect Number: P·00001 Revision:
-----
C
..---
Grill Type: StandupLPGas Version: 1
Document~Approv~js I Comments I
••• umber:
Description:
,,""""""
Side Table PI<!InkWood

~---- ""'~ .-: ="""" I
Material:
- -
TMk
-- ---- ---- ~--- ..-
\1/ eight:
--------~------
0 DBS
20
Preview When the Preview tab is selected, the lower part of the right pane is
split in two preview sections: file preview and file data card preview.
Drag the border between the frames to resize the panes.
The left of the two preview sections contains a preview of the selected
file. You can zoom the file preview to examine the file in more detail or
to make the text readable. Right-click the preview to access a context-
sensitive menu.
~---~----
• For most files (e.g .. doc and .xls files) Copy
you can copy or print the file. You can Print ...
Font Size
toggle between draft or normal view,
View' Draft
and you can change the font size to
Size Normal
make the text readable. " Preview
Options
• For image files the menu has

additional options. Besides copying
and printing the file, you can change
the size and rotate the preview. You Rotation ~ .; None.
can also use the zoom options. Zoom 90'
Dither 18{)'
~_Op_tio_", y_27_0' _
• For SOLIDWORKS
files the menu has other
Hide
Make Transparent
options as the preview

Hide Others I
Show All
uses eDrawings. You
can pan, zoom, and .;
New Part Document
Select
I
rotate the views using View Overvrewwindow.;
the tools available with

eDrawings.
Animate Views
Print ..
:1 Zoom to Fit
Zoom to Area
r-r--,
Zoom In/Out
Rotate
Pan
Home
Create layout
3D Pointer
.; All Annotations
./ Shaded
..; Show Edqes When Shaded
Note It is necessary for the selected file to reside in the local cache in order
to display the preview. The system copies the file to the local cache if
needed.
21
Lesson 2
Tip For faster browsing of .--··_·

__·__···_·_·_·-
·· SOLIDWORKS PDM
l
Excluded File Types ...
SOLIDWORKS files, select Full Row Select

Hidethe@ configuration
Display, Options and check
Setfocus to active configuration
Show bitmap for SOLIDWORKS ..; Show bitmap for SOLIDWORKS files.
files. Clicking the preview image Show full UI in SOUOWORK5 preview
.; Include SOUDWORKSSimulation results in Check-In
changes to eDrawings preview. I
7 View Preview tab.

Select the folder Projects\P-OOOO 1\ CAD Files.
Select Leg_and_ Wheels.SLDASM in the file view then click the
Preview tab.
Name Chec\:edOutBy sa. File Type State Modified Checked Out ln Category Drawing A
~1_hinge.st.DPRT 163,,, SOUDWORKS P~... Released 310ct15". CAD Fjle~ CAD-OO(O
-
~ Le9-~nd_Wh~~i;.SlDASM ---- 369 .... SOllDWORKSk ... Released 310ct16 ... CAD Files CAD-OOI
(fbLofted Control K'nob.SlDPRT 229 .... SOliDWORKS PlI ••• Released 3l0ct16 ... C..o..OFiles CAD-OOI ~
.r.:::::::::: -W" .~
~Pre\'ie-N ~O!l~CMd @Version1l1 ~BiUofM!lterieJs FoCont!lins 'g\'AlereUsed
"'I ~O;-;@"I;:;;;I"'C;-b"-,",-;".,7,itrcl i";-;-b-"m-",.-:-,;gh:-:itl~"""'D,:;::"":;;l,, r"" pl.~;Fl

V~ri~ble value
31 Oct 16 11
! 1
31 Oct 16
II
Description Leg&\lllheeis !
OocumentNumber OOC·OOOOOO22
DETAIL I'0
31 Oct 16
Engineer
11
I;
Enqineer Date 31 Oct 16
File Type Manufactured
Finish
Grill Type ShndupLP.G~s !~
Materi!1
C.A.D·OOOOOO22
il:.i\
Number
Project Number P·OOOO1
Propriehl}'
Revision
RoHS
Vendor
Version View The Version tab displays which file version you have in your local
cache folder. It also displays a small, visible warning when your local
cache does not have the latest revision of the file.
The value of Local version lists the version of the file in your local
cache folder while Latest version lists the latest version of the
document in the vault.
22
[}Previe", ~DataCafd @)Ve.sion1l1 !IDBillofMaterials &Contlins ~1MlereUsed

r"--J
. ~::~;:~~::~:ll
Local revision: B
local state: Released
Category: CAD files
WoMlow: CAD FHes
Repicated to: All Servers
--------------------------------
I),Preview ~Dat!5~rd (9Versionll2 m1BillofM<!terials ~Contains ~\.'lhereU5ed
~~~:~::~i:~~:12
local revision: NO. revision
~::I::;:~~:;~~I:Process
Workflow: CAD Fries
Repkal:ed to: AII5ervers
---------------------------------
You do not ocel1"1.3\18 the latest version of this file on your hard disk.
If there is no local version of the file in the local cache folder, the
Version tab will also indicate this by changing the tab icon and by
including a message as the value of Local version.
[lPrelJie..,; ~Oat2Card ~Version ..f2 ~BillofM2teriars -,Po Contains ~\~reUsed
'---. local version: There is no local file,
W
Latest version: 2
Local revision: No revision
Local state: Released
Category: CAD Files
Workflow: CAD Files
Replicated to: All Servers
~ You do not have the latest version of this file on your local hard disk.
Files from the vault are placed in the local cache (working folder) when
the user requests the file (Check Out, Get Version, Get Latest
Version, etc.) or when the viewer needs the file in order to display it in
the Preview tab.
Note The local cache has one version of a file at any time.
8 View Version tab.

Select wheel.SLDPRT in the file view then click the Version tab.
~Pre'liew ~DataCard @Versionll1 m1BillofM;:teriaJs ~Contajn3 5ltJhereUs~d
~~~:~;::~::l
1
local revision: B
local stete: Released
Category; CAD Files
Workflow: CAD Files
Reoketed to: All Servers
--------------------------------
23
Bill of Materials The Bill of Materials tab displays a preset list of column values
View representing a Bill of Materials for the selected file. Multiple views can
be configured by the system administrator to display different BOMs as
required by the organization.
Note SOLIDWORKS PDM offers a variety of BOM options. Typically only

one type ofBOM is selected for use depending on your needs.
SOLIDWORKS PDM BOM types include:
• Computed BOM: (default)
Automatically calculated from the SOLID WORKS components
contained in an assembly or drawing, the computed BOM includes
internal components, such as parts and virtual parts. Computed
BOMs reflect BOM exclusions made in the SOLIDWORKS
assembly.
• SOLIDWORKS BOM:
BOM tables contained in assemblies and drawings. Components
excluded from a SOLIDWORKS BOM will not be listed.
• Named BOM:
Editable BOMs created from computed BOMs or SOLIDWORKS
BOMs. Named BOMs can be checked in and checked out to
maintain revision records using automated workflow processes.
Named BOMs are specific to the version of the assembly or
drawing used to create them. A named BOM can be updated to a
new version of the assembly or drawing.
• Weldment Cut Lists and Weldment BOM:
A weldment BOM lists each component of a weldment part with its
total length. A cut list contains the cut lengths and quantities of the
components.
There are multiple BOM view filters and options available for
modifying the BOM view display.
24
9 View configuration specific computed BOM.

Select the folder Projects\P-OOOOl \ CAD Files.
Select Leg_and_ Wheels.8LDASM in the file view and click the Bill of
Materials tab.
The BOM for the active configuration (Default) appears.
~ Actiom ..,.-~odify .•. Display .•. Tools .•.
Name Checked Out By Size File Type State Modified Checked Out In Cateqory Dr~wing NUm". Description
~1_hinge,SLDPRT
~leg_and_Wheeb.SLDASM
163. ...
369....
SOLIDWQRKSPa
SOLiDWORKSAL.
... Released
Released
310ct16 ...
310ct16 ..
CAD Filel
eAOFile!
CAD-OOOOOOZ6
CAD-OOOOOO22
Hinqe Lett
Leg&Wheels
o
~ Lofted Control Knob,SLDPRT 22L SOLIDWORKS P~... Released 310ct16 .. CAD FilB CAD-1l0000023 lofted Contra ...
[} Preview ~O!lt!! Card @Vetsion111 [maill of Mi'lleri!!Js 8. Contains 'g' Vl1'IeteUsed

- ---.-~-.-.---.----
~ MGR-BOM... 1m Not ActiVClted .•. ~ L·:~_ar.:i_ ''reej!, S.lC.I..S~.'.
'i§ lndented v Hide Selected ••. E:TVert;ion: C ("Revisions set OJ'd~ta miQr~tiOfl_) ..-
~ Show Tree ..•• ~As Built.... ;-e Default ..••
g.-~I!!••mml"
L_ Support]rame_End,SLDASM
H@i Type uocument Nu ... Description Number QlY Siale Material
~ axle.sldprt DO(.1)01)1)1)1)1)5 A:d, CAD-OOOOOOOS 1 gereasec G~lvaniled Steel
~ wheel.$lDPRT DO(.0001)1)048 Wheel CAO--OOOOOO48 2 Rele~sed P'JC Rigid
~ Support_Frame_End.SlOASM DO(.00000042 SuppottFrameEnd CAD.OOOOOO42 1 Relea~eCl NA
~ $uppOft_l~g.slDPRT 00(·00000043 Support L~g 010--00000043 2 Released 3003 Alloy
~ sid~_t~ble_pl~n~_wood,SlDPRT DOC·00OOOO~8 Side Table Plank wood CAO·OOOOOO38 I Rele~jed FVC Rigid
~ 6race_Comer,sLOPRT 00C·00000001 Brace Comer (AD·OOOOOOOl 2 Rdeued ArSIJ16 Stetnress Steel Sheet (SS)
~ Bra~e_Cro!s_6~r,SlDPRJ DO(·00000006 arace Cross 8;.r CAD-OOOOOOO8 1 Reiealed 3003 Alloy-
From the configuration pulldown, select burners-left. The BOM

displayed is unique for the selected configuration.
D. Preview ~ Data Card (§) Version 111 !HIBill of Materiels ~
rID MGR·BQM.... 1m Not Activated ..•. ~ L~;um(l_·','i~eel!;.Sl
~~ Indented ..•. Hide Selected .•. ~ Version: C I'Revision
~ 500" Tree v i Cl'l As Built· illr'i D.~;di-. I
E1"'~ Leg_cmd_Whee!s.5LDASI"i Ty &@ _

($ SUpport]rame_EI"Id.SLDASM
i..... r-I~ ~~;~It
LJ-~ burners·left
cumers-nqnr
10 View SOLIDWORKS BOM.

Select the folder Projects\P-00002\CAD Files.
Select LP Gas Grill Assembly Drawing.SLDDRW in the file view
and click the Bill of Materials tab.
From the BOM pulldown, select
LP Gas Grill Assembly Drawing.SLDDRW: Bill of Materialsl.
D,Preview ~Di!taCard @Versionll1 !mBill of Materials
ml Net Acti veted ..•.
25
The contents of the SOLIDWORKS drawing BOM are displayed.

(lPreview mOataCard @Versiooli1 gBi1IofMaleri~ts 3Contaio:s
~ LPGas Grill Assembly Dra wing.SLDDRv./; Bill oL.... fm Nct ectiveted ..•.
Type nEMNO. Number DESCRIPTION Q.1Y.
~ CAD·OOOOOJll Grill frame
~ 1.1 NA Top Rails 2436.4
~ 1.2 NA Cross Rails 1905
~ 1.3 NA Lower Front R:!IlI 564.2
~ 1.' NA RightSide legs 1498,6
~ 1.5 NA Bottom leg Caps
~ 1.6 NA left Side legs 1498.6
~ 1.7 NA lower Reer Rail 584.2
~ CAO-OOOOO30S WIleel,103mm
~ (AD-OOOOO306 wneet cester
~ CAD·OOOOO291 Panel, RightSlde
11 View Weldment Cut List and Weldment BOMs.

Select Grill Frame.SLDPRT in the file view and click the Bill of
Materials tab.
From the BOM pulldown, select Weldment Cut List.

The cut list BOM is displayed.
[) Preview ~Date Card @Version1l1 m1BiU of Materials
tliil WeldlT".entCutlist ..•. ~ :':'n!! Ft~n'~_SlCFRT
~~ In2r!e-:'" ~ Version: A rRevisions set by data n-
~ H ce Tree .•. 1..lfto Defelllt<As Mechined> •
Type nescnptton length Qt,
~ Bottom leg Caps
~ Cro as Raib 15
~ tower Rear Rail 13
~ RightSide legs 29.5
~ Top Rails
••
~ tett Slde teos 29.5
~ lower Front Rail 13
26
From the BOM pulldown, select Weldment BOM.

The weldment BOM is displayed.
ClPreview ~DalaCard @Version1l1 1m Billof Neteriels
ill Weldn'\ent BOM ..•• ~ l:;rill F r::T;o5lCFRT
~~ Ir:-:,rte:l''' g vereicn: A rRevisions set by dete mill
Ilfto Default(.O.s Machined> '"
Type Description Reference Count
Bottom Leg Caps
Cross Rails 15
lower Rear Rail 23
Right Side Legs 59
Top Rails
Left Side legs

"59
lower Front Rail 2J
Contains View The Contains tab displays the file reference structure ofthe selected
file or displays the file reference structure for the selected configuration
of the selected file. lfthe file was an assembly, it would show any sub-
assemblies and part files contained within.
Note The list is generated from the database and does not reflect changes in
local files that are not checked in.
12 View Contains tab.

Select Propane Tank Assembly.SLDASM in the file view and click
the Contains tab.
Narne Checked Out By SiI~ Fil~ Typ~ State Modified Checked Outln Category Dr~wing Num... De~~:i?tion
~P~n~l, Top Bml.S1.DPRT 351.... SOUOWORKS Pa". Released 31 Oct 16... CAD Files CAD-DODOOOl1 P~nel, Top Be... [__'
(!jPropane Tank AsnmblySLDASM S4L,,, SOliOWORKSAI." Released 310ct1.6... CAD Files CAO·00000012 PropantTank... :;
~Prop~ne
[}Previe'N
Valve Allcmbly.SlDAs'..
~Dal~Card @Vet.sionln
---- -.... 521....
rm6illol~bterials
$OLlDWORK$As...
~Conl;!jll-$
Released
.,.............
~\·,'hereUsed
- 31 Oct 16.. CAD Files CAD·00000013 Propane Valv...
~ Version: 0 ("Reyisions eet by ~ta migration.' ••. 'l:: Show Alileve!s ••. t!3 [;J fJ
~De.f1'lu1t.¢.etiveConligurl!tion> .•. ~" IW" 'i!'!
Type FileN~me Warnings ConfilJUI~tion name Quanlily veoion ChctkcdOutBy ChetkcdOutln Found In state
($ 4 Propane Tank Al5embly.SLDASM Default 1/1 In C:\ll.CME\Pro ...2\CAD Filel <2l Rele~led
($ 4 PropaneVaMA5~embly.SlDASM Default 1/1 ID C:\lI..CME\Pro ...2\CAO File~ QlReleased
q, Knob, Gas Valvt.SlDPRT Defeult 1/1 [p C:\ACME\Pro ...2\CAD Files @ReIHHd
~ Valvt 8ocly.SLDPRT Dchult 1/1 (D C:\ACME\Pro ...2\CAD Filel o Released

~ TlIn\; Body.SLDPRT Default 111 m C:'ACME\Pro,,,2\CAD Filtl o Released
~ Valve Guard.SLDPRT Default 1/1 OJ C:\A.CME\Pro ..,2\CAD Files @ReleaHd
27
Where Used View The Where Used tab displays the files that reference the selected file
or 'where it is used'. This is commonly known as a bottom-up view. It
can be used to locate any assemblies or drawings where a specified part
or sub-assembly has been used. Additionally you can filter for a
specific configuration or version of the specified file.
13 View Where Used tab.

Select Propane Tank Assernbly.SLDASM in the file view and click
the Where Used tab.
Name
G,Panel, Topeezel.SlDPRT
Checked Out By Sizt
351.. ..
File Type
SOLIDWORKS P~ ...
"""
Rele ased
Modified
31 Oct 16 ...
Checked Outln C~ttgo'Y
CAD Filel
Drawing Num ...
CAO-OOOOOOll
Description
panel, Top Be ...
<!IPropane Tank Anembly.SLDASM 541.. .. SOliDWORKSAs ... Released 310ct16 ... 0l.OFiles CAD-OOOOOO12 Propane TlinL. 0
<!l Prop~nt Valve AHembly.SlDAS .. 521. .. , 310ct16 ... CAD Filtl
[}PreY~''''' ~Dilt3Cllrd
---'
@VersiOfllil fm&U cl Mat~i!i~
SOUDWORKSAI
~COfltJin$
...
~\'lhereUse"
Released
-- -
CAD-OOOOOO73
- -- Propene V~Iv".
Ii7 Version: 0 ("Revisjong;set by dal!! migration") .•. ~;:: ShowAill~\'els'" r(!! t1 G3

~Def!ult.:AcbveCoofiCllriltiOll) .•. ~Sha ••••liltesIAttoched .•. ~ .•• IR-~ ~
Type rue Name Warnings ceoucureuon neme Qua... cneceee Oul BV Chtcktd out In state
.• Propane T ank AHembly.SlDASM Default Vi [p CMCME\Pr .. ,\CAO Fil~~ ~R@lul~d

.• lP Gas Grill Ammbly.slDASM Default Vi rn C:\A.CME\Pr \CAD Fil~~ <2l Released
lP aes Grill Assembly Drawing.SLDDRW Vl m CMCME\Pr \CAD Files Q:)Relused
.• LP G~I GriIIAmmbly.SLDASM Steinlen Steel Vl ID C:\ACMf\Pr \CAD Files o Released
LP Gal Grill Assembly Drawing.SLDDRW Vl [J3 CMCME\Pr \CAD Fib o Released
28
Menu customization SOLID WORKS PDM Professional allows the user menus to be
customized. Use the Menus page of the Settings dialog box to
customize menus displayed to users in the Windows Explorer File
View. This functionality is not available in SOLIDWORKS PDM
Standard.
The Menus page of the Settings dialog box can be accessed in the
Administration tool or by right-clicking on the SOLIDWORKS PDM
menu bar.
Note The menu options available to users are dependent on their access
permissions. Click the Help button of the Settings dialog box for more
information on menu customization.
29
14 Customize File Right Click menu.

Right-click the SOLIDWORKS PDM menu bar and select Customize
Menus.
Select File Right Click from the Destination Menu: pulldown.
~opy".
<Non-PDM commands>
eos Commands>
Add To File Vault
Browse to item
Card Preview
fiO Change C~tegory
Select Get Version from the Available Commands: Flat list tab and
select the Insert Command icon @].

~vail~ble commends: Q.estination Menu:
[Frle Right Click ~I

e Check out
<OS Commends> -,
I
~Clear local Ceche I
<Non-PDM commands> I
lOCopy
tacopy Tree ...
,",cut
)( Delete n t1
Edit ...
Checkout
Edit ...
*Favaite Searches
File Preview
1~1
lJ
6J
!ill
Checkin
Get Latest Version 'I

~Generate
ijb Get latest versen
@''MW '
Item
B "1l
[fJ
Undo Check: out
~Hisl:cry
~Inbox
@] ~
History
Change State
~Items
~Label .. ,
@] ~ Change Category
The command is added to the bottom of the Destination Menu list.
Select the command and select the Move Up icon until the 0
command resides under the Get Latest Version command.
Q.estlMtion Menu:
~I
~ Check out
~ Check in
lIb Get latest Version

---,.
__ Get_V_,_rs_io_" -- --~ !n
t:'» Undo Check: out ! .IJ
Select OK to save customization.
30
SOLID WORKS PDM User Interrace
Logging Out To log off from the local SOLIDWORKS PDM client
view and the file vault on the server, right-click the
SOLlDWORKS PDM icon in the taskbar and select Log
Off, <Vault Name>.
Customize".
'W Help
..; Use SOUDWORKS Web Help
@J!nbo,
LIU.·ii~»gtiD"";·dI1Gru ~ log Off ~

~ Presence Note
------1
~ Tesk Host Configuration
G www.sctidworks.com
!2lExit
To login again, choose Log In from the same shortcut menu.
31
Exercise 1 SOLIDWORKS PDM
Explore SOLID WORKS PDM User Interface
Exercise 1: In this exercise we will explore the SOLIDWORKS PDM User

Explore Interface.
SOLIDWORKS
PDM User
Interface
1 Open Windows Explorer.
2 Login to SOLIDWORKS PDM.

Login using the login and password assigned to you by your instructor.
3 Examine the Data Card tab.
Expand the Projects folder. In the file view, select each folder and
examine the information of the Data Card tab.
4 Browse folder content.
Expand each of the Projects\P-00002 sub-folders. Examine the Data
Card tabs of the various file types. Select the Preview tab and view
documents. Right-click the preview and explore the options for various
file types.
5 Examine the Versions tab.
Select the Versions tab and view various document types.
6 Examine the Bill of Materials tab.
Select LP GAS Grill Assembly.SLDASM in the Projects\
P-00002\CAD Files folder and select the Bill of Materials tab. Select
a sub-assembly from the tree view to the right of the BOM and notice
how the BOM reflects the different contents of each sub-assembly.
7 Examine the Contains tab.
Select Propane Tank Assembly.SLDASM in the Projects\
P-00002\CAD Files folder and select the Contains tab. Notice that
the assembly consists of a sub-assembly and several parts.
8 Examine the Where Used tab.
Select Knob, Burner.SLDPRT in theProjects\P-00002\CAD Files
folder then select the Where Used tab. Notice that the part is used in
different sub-assemblies and different configurations of sub-assemblies
and drawings.
Select Knob, Burner - Marked.SLDPRT in the Projects\
P-00002\CAD Files folder and select the Where Used tab. Notice
that the part is not used anywhere.
32
Lesson 3
Document Creation and
Check In

• Create project folders.
• Create new documents in the vault.
• Add existing documents to the vault.
• Check in documents.
• Create new project folders from templates.
• Create new documents from templates.
• Check in files with references.
33
Document In this lesson the user will create and check in non-CAD and CAD
Creation and documents.
Check In
Creating New SOLIDWORKS PDM users can create new folders and files in the
Folders and Files same manner as they do in Windows Explorer or from within a
Windows application. For example:
Note Folder and file creation requires appropriate permissions.

• Right-click in the file view and create a new folder or file.
Sort By
Refresh
Paste
Paste shared
New
Properties @) Create ACME ECO

'-------i @ Create ACME Specifjc~
~ New ACME Project
SOLIDWORKS
~ Adobe FrameMaker Document

J. Compressed [zipped) Folder
I!'J Contact
~ Jocmel Document
o MiclosoftAccess: Database
~ Microsoft Excel Worksheet
~ Microsoft PowerPoint Presentation
~ Microsoft Vitia Drawing
@j Microsoft WOld Document
EM SQL Server Profiler - trace d~t<!llile
iJ T ext Document
1t. Virtu.!!1 document
~ XMindWorkbook
• Create a new file from within the application being used.
! SPEC-OOOOOOOLdotm
I .2 EPDM3raining_V~utt_
The advantage of SOLIDWORKS PDM is that you have the

opportunity to associate information (properties, attributes, metadata,
etc.) with folders and files. This information helps to organize your data
and makes it easier to find information when needed.
34
Case Study: In this case study, we will create a new folder in the Legacy Designs
Checking in folder ofthe ACME vault This folder will be used to organize the files
Documents we will add and check in to the vault
1 Login.
Select the ACME vault and login.
For this lesson, login with your username and password.
2 Create new project folder.
Browse the ACME vault and select the folder Legacy Designs.
Right-click in the file view area and select New, Folder.
.•• @ Action~ Modify ..•• Displ~y .•. Tools ••.
Name Checked Out By Size File Type
-, View
Sort By
Refresh
elvlails Paste
Paste shared
~~::.;f;"t;or~ New
P-OOOOI
ill CAD Files Properties iJ Create ACME ECO
rn eMalis [[J Create
rn
Mise
Specificatior
c.--------ol
,-
Search local Files
SOUDWORKS
-_-----------
ACME Specification
@ New ACME Proiecl
Give the folder the name PRJ-XXXXXX

(where XXXXXX is your name).
35
lesson 3 SOLIDWORKS PDM
3 Modify folder data card.

Select the folder in the file view and select the Data Card tab.
Select the Edit Values tab for the folder data card and enter <your
initials> Test Project for Project, Click the Comments tab on the
data card, enter the text shown below and click Save frfi] on the upper-
right of the data card.
~-~-~
Name Checked Out By Size File.Type State Modified Checked C
ill PRJ·JCOOOOO( Folder
<L:=
[} Preview ~ Data Card ' [£; Version Em Bill of Materials ~ Ccoteins ?ilJ./here Used
Project Information
Project Nurnbem
Customer:
Project Manager:
Start Oate: [lJ 01 Nov16
Target Date: 0 01 Nov 1 S 0'"
File State • Private (local) State. When a new file is created or placed into a
user's local cache, the document is in a special, private, checked out
state. The file has not been checked in to the vault, however,
information about the file is added to the database.
• Checked In. No user is working with this file. Any user with the
appropriate rights may therefore check out the file for editing.
Opening a checked in file in an application opens it in a read-only
mode.
• Checked Out. The file is exclusively checked out by one user for
editing. No other user can check out this file at the same time. Other
users can open the file for viewing and copying, but it is not
possible to save any changes.
When a file is first created or placed into the user's local erd @Versionlf1 ~
cache, it is version 1 of the file. Viewing the Version tab local version: 1
shows that you have Version 1/1. If you check the file in t.etest version: 1
Local revision: No revision
now, it remains at version 1.
36
If you edit the file after placing it in your local cache, ard _ @Ver;;ion-/1 J!nBil1 a
the Version tab reflects the document was modified Local version: Local file modified.
by displaying Version -/1. The dash symbolizes that Latest version: 1

Local revision: ~Jorevision
it was modified.
If you check in the file after modification, it becomes version 2.
Version I is the original state prior to modification.
Warning If you create a new file in a folder that is outside of the vault, you must
browse the correct vault folder upon Save or Save As, or drag and
drop the folders from their current folder into the appropriate vault
folder.
4 Create new file.

Double-click on the newly created folder PRJ-XXXXXX.
Right-click in the file view of the new folder and select New, Microsoft
Word Document.
Give the document the filename DOC-XXXXXX (where XXXXXX is

your name).
Fill in the Data Card tab as follows:
Title <your initials> Test Document

Subject New Product Specification
Keywords Bpectffcation
Click Save ~ on the upper-right of the data card when finished.

Notice that several properties were already filled out. The extent to
which the data card gets filled out automatically is determined by the
setup put in place by the administrator. In this case:
• Number. Uses the next available document number.
• Created By. Contains the user's login name.
• Date. Contains today's date.
5 Modify file.
Double-click on the new file to open.
Add several lines of text to the document, save and exit out of Word.
Select the Preview tab to view the changes.
Note If this is the first document preview, you may see a message indicating
the installation of a viewer.
37
Add Existing Files In some cases users have files that were created prior to using
SOLIDWORKS PDM or files that were obtained from an outside
source such as a contractor who does not have access to the vault.
To add these files to the vault, you can drag the files into the specific
vault folder, or you can drag a folder into the vault.
6 Copy folder.
Open a second Explorer window. Browse the location for the training
documents:
Lesson03\Case Study
Drag the folder ACME Documents into the ACME vault folder
Legacy Designs \ PRJ-XXXXXX.
Ofganizf' .••
--·~·ACME'-----~-:~_~ti~~.'" M~~ify .:~i~pl~~ ~.~ __• __ .__._ .. , _

!lorn ECO Name Checked Out By Size File T~pe
1: Competitor-Lpdf bwhite 959 ... Adobe Acrobat D...
@1lGrili Side Table Requirements - '" bwhite 31.1... Microsoft Word"
legacy ACME project documen.; bwhite 24.5 ... Outlook Item
@Misc Grill Informationcdsx bwhite 10.3 ... Microsoft Excel ".
--;. !;;jPedest!!l1 Comp.jpg bwhite 42.0 ... jPEGlm~ge
1J t;;JWorlds Bigge,t Grill,jpg bwhite 14O... JPEGlmage
Browse the folder and file information on the data cards. Notice that if
the files have the appropriate property values, they are automatically
extracted to populate the data cards.
38
Document After creating and adding new files, check in the files to make them
Check In available to all other users with appropriate rights.
Users can select multiple files or a folder. If a folder is selected, all
documents in the folder eligible for check in are selected.
Where to Find It • Select the files or folder and right-click Check in.
• Select the files or folder and click Actions, Check in from the
SOLIDWORKS PDM menu.
Note All changes to a file are solely made in the file in your local working
folder until you check them into the vault.
When a file is checked in and its data has changed from the latest
version stored in the file vault, a new version of the file is created. This
way SOLIDWORKS PDM ensures that all changes to a file are stored
without having the previous version overwritten and destroyed.
If nothing has changed in the version of the file stored locally, the
Comment field is grayed out during check in and the version will not
increment.
Procedure To check your files into the file vault and create a new version:
1. Select the files to be checked in.
2. Right-click the selection and select Check in, or click Actions,
Check in from the SOLIDWORKS PDM menu.
3. Refer to the description in the following table about the check in
columns and make any selections by marking the checkboxes.
4. Enter a comment about the changes made to the file in the
Comment field.
The columns in the Check in dialog box are as follows:
Type Displays the icon of the file being checked in. When hovering over
,-. the icon, a preview of the file is displayed.
File name Name of the file or referenced file. For SOLIDWORKS assemblies,
the list can include drawings, parts, and sub-assemblies, and
SOLID WORKS Simulation files.
Note: The related drawings can be in the current folder or in a folder
elsewhere in the vault. By default, SOLIDWORKS PDM checks the
entire vault for related drawings. The scope ofthe search depends on
administrative settings.
39
Warnings Shows ifthere are any problems checking in the file. The different
results are:
& Cyclic reference - The referenced file itself refers back to the
parent file and cannot be checked in.
& File name is not unique - The administrator has configured the
system to disallow duplicate file names, and another file of the same
name already exists in the vault.
& File not found·- The referenced file is not found.
& Local file is modified - The local copy ofthe referenced file has
been modified.
& Local version has been overwritten - The local version of the
file has been overwritten.
& Missing data necessary for 80M, needs resaving in
SOLIDWORKS - The internal data necessary for BOM is either
missing or not updated leading to incorrect BOM entries. To correct
the BOM entries, resave the assembly file in SOLIDWORKS.
J\. No local copy - The referenced file is present in the vault but
there is no copy in the local folder.
& Outside SOLIDWORKS PDM - The referenced file is stored in a
location outside the file vault and will not be added as a reference in
SOLIDWORKS PDM for the parent file (the actual reference is still
stored in the physical parent file).
& The file is checked out by another user - The referenced file is
checked out by another user.
& The file is checked out in another folder - The referenced file
is checked out in a different folder.
& The file is checked out on another computer - The referenced
file is checked out on another computer.
@ & The file is not rebuilt (Configuration: 'Default') - The
referenced file is modified and has not been rebuilt. Clicking on this
warning will provide additional information regarding which files
need to be rebuilt.
& The file is open in another application - The referenced file is
open in another application.
& Toolbox file is located in a non-Toolbox folder - The Toolbox
file is not in the proper location.
& Unknown file format - The referenced file format is not
recognized.
Warnings such as File not found, Outside SOLIDWORKS PDM,
The file is not rebuilt and others may block a check in if your
administrator has configured blocking for warnings.
Check in Select to check in the file. If the checkbox is grayout, the file is not
checked out by you and cannot be checked in.
40
Keep checked out Select to keep the file checked out after it has been checked in and a
new version with the changes has been made.
Remove local copy Select to remove the local copy of the file from the working folder
(cache) after check in.
Overwrite latest Overwrites the latest version of the file during check in rather than
version creating new versions with each check in.
Local ver. Shows both the local version (cached version) and the latest version
of the file. The local version is written as a hyphen ('-') if the local
file is modified or not found.
Newver. If the file is a reference, and you have retrieved an earlier version to
the local working folder, you can select which version of the
reference should be attached to the checked in parent file. To change
the version, click ~ and select from the following:
Use Local Version - Attach the version of the reference that is
retrieved to the local working folder.
Use Latest Version - Attach the latest version ofthe referenced file.
Checked out by Shows who has the file checked out.
Checked out in Shows the computer and folder where a checked out file resides.
Referenced as Shows how the file is referenced by the parent file (by full path,
relative path or only the file name).
Found in Folder where the file is actually found.
State Shows which workflow state the selected version ofthe file is in.
Referenced as, Found in and State Type: FileName Warnings
are not displayed by default. To view

these columns, right-click and select
"!
~
c'1 "
Grillj .,I
Type
Filer;JlIrne
Wamjng~
ii!J
Columns and choose the columns to Check in
~
display. ~ "'1 ;
MIS ~
Ped -
Keep Checked Out
Remove Local Copy
W'!7"
r-~
More columns can be added for any ~j
Overwrite Latest version
Locat ver.
variable in the file vault by clicking the
Newver.
More ... option at the bottom of this " Checked Out By
menu. "
" Checked Out In
Referenced As
Found In
State
More ...
41
Additional Options If you right-click in the Check in dialog box, these options appear:
• Columns: You can select the

columns to display in the Check Show Reference Selection Controls
in dialog box. SelectAIi Ctrl+A
• Show Reference Selection

Controls: Adds a check box to the
Select Files ...
Show Tree lines
Ctrl+E
Change Thumbnail Preview Size

right of the Check In, Keep
Check In All File~ em-u
Checked Out and Remove Local Keep All Files Checked Out Ctrl+K
Copy check boxes. The additional Remove All local Copies cei-o
box allows for quick selection of Overwrite Latest Version on All Files Ctrl+R
all referenced files.

• Select All: Selects all files displayed in the Check in dialog box.
• Select Files: Allows you to select files 5,1"";1,, ~
that match a wildcard pattern. =~,:!=~Mm'm._lhe"'''''''

• Show Tree Lines: Adds reference lines
to the File name column to show file ~~
references. '------------
• Check In All Files: Toggles all checkboxes in the Check in

column.
• Keep All Files Checked Out: Selects the Keep File Checked Out
for all files that are being checked in in order to keep all the files
checked out after the check in.
• Remove All Local Copies: Selects the Remove Local Copy option
for all files in the Check In dialog in order to delete all local copies
after check in.
• Overwrite Latest Version on All Files: Selects the Overwrite
Latest Version for all files in the Check In dialog in order to prevent
creating new versions during check in.
Note More options can be found at the top right comer of the
check-in dialog: ~1
_'U'£_~I
• Select Files 'ii': Allows you to select files that match
a wildcard pattern.
• Open File List ~: Opens an Excel file containing the check in
information currently displayed.
ClipbQllrd.r.. Alignmtnt
Al ..•.('" fo level
A D E F G
1 ~Flle name Result ChetKee~Rem local New Checked QuChecked out In
2 1 compentcr-r.pet OK 1 tngfneen. C:\Tr.llning\Leg~
31 1 Grtll Side Table aeeurreme 01( 0 0 1 Engineerl C:\Tralning\Leg~
~ 1 Legac:yACMEproject dccvr ck 1 0 0 1 Engineerl C:\Tralning\legc:
5 , 1 Mls(;Grilllnformatlon.xlsx OK 1 0 0 1 Engineerl C:\Trainlng\Leg;::
6 ! 1 Pedestal comp.jpg OK 1 0 1 Engineer! C:\Tralning\Leg<
7 i 1 Worlds BiggeS'tGrill.jpg 01( 1 0 1 Engineer! C:\Tr.lining\Legi
42
• Save File List illl: Similar to Open File List, this option creates a
delimited .txt file with the check in information currently displayed.
7 Check in a single file.

Browse the Legacy Designs\PRJ-XXXXXX folder.
Right-click DOC-XXXXXX.doc and select Check in.
The Check in dialog appears. Enter Initial check in in the Comment
field then click Check in.
Checked ~ut By Size File Type State Modified Checked Out In Ceteqcry Drawing ~
"1J] ACME Documents Folder
,-@) Doc~Xiocicxx.docx bwhite 12.4.,. Microsoft Word ... 02 Nov 16 " <l W5·XEl-SVV ...
e Check in
Fjle5io~in' '1~Show All Lev ele ~ 'ii' ~ ~ Iii~

----_ ...._----------
Type File Na me Warnings Check in Keep Checked Out Remove lo... Overwrite latest Version local vel. New ver. Checked Oul
DOC-)OOOOOCdocx o o o -/1 2/2 bwhite
Initi!!!1check in
Check in II Cancel IL Help
Notice that the Checked Out By field is now empty in the file view,
and the Version tab information reflects that the document is now in
the vault and in a workflow.
§ Ac~ions ..•. Modify ~ ..~isplay .•. Tools __'": ._.
Name Checked Out By Size File Type State

m ACME Docume~b
f!100C-~d?cx 12.4.,.
Folder
MicrosoftWor... Vaulted
~Preo.iew ~[hrtaCard ®Version2-2 ~BillofM~erials ,&Cootail1S
i---"> Locel version: 2

latest version: 2
local. revision: No revision
~:~o:~~~~;~!t~nents
Workflow! Documents
Replketed to: An Servers
43
8 Check in multiple files.

Browse the Legacy Designs\PRJ-XXXXXX folder.
Right-click the ACME Documents folder.
Note Notice that the Check out command is not grayed out. This is because
the documents were multi-selected. In some cases, you may have a
folder consisting of documents that are checked in and checked out, in
which case both selections would be valid for eligible files.
Select Check in.
Click Check in to complete the check in operation.
5J Check in
'l.~Show - [;I-
'ii' ~
.... -- ... --.-- ..-- ... -------.----- ..--.-- -- --
All Levels -
... ..-...
,,~
Type Plte Neme
Competitor-1.pdf
Warnings Check in
61f
Keep Checked
0
Out Remove
0
lo ... Overwrite
--'
Latest version Local vel.
l/1
New vet.
.1'1
Checked
bwhite
Oul
~ Grill Side Tebte R .. 61f 0 0 l:1 1/1 1/1 bwhite

.,a LegacyACMEpr ... 61f 0 0 0 1/1 1.11 bwhite
~ Mhc Grill Inform ... 61f 0 0 0 1fl 1/1 bwhite
hi Pedestal Comp.jpq 61f 0 0 [I 1/1 1/1 bwhite
~ Worlds Biggest G ... 61f 0 0 U 1/1 1/1 bwhite
~
~omment:
Create Files and SOLIDWORKS PDM Professional allows the creation and use of
Folders from templates. SOLIDWORKS PDM templates are used to automate the
Templates creation of new files and folder structures in SOLIDWORKS PDM. A
template can, for example, create a project structure and automatically
name the folders and fill in the project data cards with information.
When creating a new file in SOLIDWORKS PDM, you can use any of
the installed templates. Right-click in the file view and select New,
<template name>.
r~~-----------;-l
Sort By ~ I
Refresh
Paste
P<:I5te shared
New ~ r-~~----"-- "
Properties I ~e~-;pedlcatlon -I
_ searchlocal~l~ SOLID~~~~ ~I
44
9 Create standard folder set.

In SOLIDWORKS PDM Professional, browse the Projects folder.
Right-click and select New, New ACME Project.
A form appears to collect information about the project.
Select the following:
• Customer: OS Waltham
• Project Manager: <Your Manager>
• Grill Type: Standup Charcoal
• Grill Size: 450 Sq In Charcoal
NB'I ACME P-roject
Grill Type
!Standup Charcoal .!
Project Manager: Grill Size
[i<nJon"; ~ :J -_-__-__-,-J
r§-O-~-In-~-ho-;co-al--_ -_-_-~- __
'---_0::;:,'---'1 [ Cancel
Click OK to create folders.

The template creates a standard folder structure where
CAD Fi!t:~
the project folder is located under the root-level folder
Projects, and folder name uses the value of the Project Mi,.c
Number variable. It then creates four sub-folders: CAD Specifications,
Files, eMails, Misc and Specifications.

10 Create a standard document.
Browse the newly created sub-folder Specifications.
Right-click and select New, Create ACME Specification.
I
View
Sort By
--l
, I
I Refresh
Parte
I
Paste shared
New ~I m Folder
Properties jl~_il@§iet!H!fim
45
The template is structured to Create ACME Specification
automatically place the new document

in the Specification folder of the Currently Selected Project
current project folder. !P.00003
Select new project number or

You are given the option to select a select OK
different project. Click OK to continue.

OK II (,ncel
The Number, Project Number, Grill Type and the File Name are
already filled in by the template.
Fill in the data card as follows:.
• Title: Proposed 2017 Charcoal Grill
• Subject: New Product Proposal
• Keywords: Standup Charcoal Spec
• Created By: <Your username>
• Date: <today's date>
New Xml-File - Modify Name and File Data Card
FUeneme: SPEC-OOOOl.xml
Template:
.-.- ..
------c------------------------------
C:\ACME\Templates\ACME Specficetion.xrel
File uete Card
Document Info O"C"'om"'me"'..:o01L _

Document Status
Number: DOC·00000093 Current State'
Title Proposed 2017 Charcoal Grill

Checked out by:
Subject New Product Proposal Bob White
Lestvarsion comment"
Key\o\lOrds: Stenduc Charcoal Spec
Created By: bwhite ••. Dele: [:tJ 02 Ncv 16 ••.
Project Number:
---------
P-00003
Grill Type: Standup Charcoal
~Qt creete Be I! Cancel
Select the Comments tab on the data card and type in a few lines of
text.
New Xml-File - Modify Name and File: Data Card
Fne name! SPEC-OOOO1.xml
rerrclete:
------------------
C!\ACME\Templ~tes\ACME Specific~tion_xml
File Data Card
Documentlnlo Comment !'- _

Comments-
This is the draft specification lor the 2017 Slondup Charcoal Grin
This is intended to be <II new DEM product offering
46
Click Open File to open the file for editing. Notice that the text entered
into the Comments field of the data card populates the document.
ISpecification Number:
ISPEC-OOOO
I
Specification Description:
This is the draft specification for the 2017 Staodup Charcoal Grill.
This is intended to be a new OEM product offering.
Exit the document.

Check in the document.
Alternative for
SOLIDWORKS PDM
Standard
11 Copy the folders.
Copy the folder P-00004 from the Lesson03\Case Study\
PDM Standard folder and paste it in the vault under the
ACME\Projects folder.
This will bring the appropriate folder structure into the vault.
12 Copy the Specifications document.
In the vault, navigate to the directory ACME\Projects\
P-00004 \ Specifications.
Copy the file SPEC-OOOOl.xlsx from the folder Lesson03 \
Case Study\PDM Standard to this Bpeciffcations folder.
Advanced The previous case study covered the check in of simple documents.
Document This case study will discuss the check in of documents with references.
Check In
Check In File After creating or placing new files in the local view, check in the files
to make them available to other users. If a file contains references, the
file version remembers which version of the reference is used.
This is useful when retrieving an earlier version of a file. All references
will be retrieved as they were attached.
47
References Outside If a referenced file is reported Outside SOLIDWORKS PDM, it is

the SOLIDWORKS stored and referenced in a location outside the current file vault. The
PDM Vault reference is not added to the SOLIDWORKS PDM file vault when you
check in the parent file. No information about the reference to the
parent file is stored in the vault. The next time you check out the parent
file, this referenced file does not appear in the Check Out dialog.
To ensure the check out of all references, place the referenced files in
the same folder as the parent file or place them in a vault folder and
update the parent file references using a fixed path to the referenced
files.
Search for External For all references that are not referred to in the parent file with a full
References (fixed) path, SOLIDWORKS PDM searches in the same folder as the
parent file resides.
Note Use the command Tools, Update References to repair missing or

broken references.
Important! The SOLIDWORKS settings (found in Tools, Options, External

References) should be verified to ensure proper references are used
when loading drawings and assemblies.
• When Search file location for external references is not
selected, the paths in File Locations, Referenced Documents are
not used.
• To ensure that eDrawings information is created in every document,
make sure the option in Document Properties, Image Quality,
Save tessellation with part document is selected in all
SOLlDWORKS parts and part document templates.
Case Study: In this case study, we will add project folders and their files to the
Checking in ACME vault and check in a CAD assembly file and its references.
Documents with
References
SOLIDWORKS Procedure for Check in of SOLIDWORKS documents.
Documents ~
1 Login.
For this lesson, login as <Your Username>.
2 Add existing project folder.
Open a Windows Explorer window.
Browse the location for the training documents:
Lesson03\Case Study.
48
Drag the folder Support Frame into the CAD Files folder of the
newly created project folder (Projects\P-00004).
3 Check in assembly.
In the Support Frame folder, right-click Lower_Brace.SLDASM
and select Check in. Click Check in to complete the operation.
~Checkin ~
File to check in:

-.
'\::: Show AJI Levels ..•. 'Ii' Iil"
..
~.
--cnec
Type FileName Wamings Che(kin Keep Checked Out gemove t,o ... Overwrite latest Vt:uion tocerver. New vel.
I!!I ~ lowH_Brace.SLDASlv1 iii' D D ... 1/1 111 bwhi
~ "18raco!:_Corner,SLDDRW iii' D D :J 1/1 Ul bwh
~ Brcce_Corner,SLDPRT iii' D D Cl 1/1 l/1
~ 8race_Cross_Bar,SlDPRT EO'
bW~:1
D D C 1/1 Vi bwhi
~omment:
I :
Check in l~~( Help
II
Note The Check in dialog box contains all the references in the assembly
including drawings, parts, sub-assemblies, and SOLIDWORKS
Simulation files.
The Check in column is clear for previously checked in references.
Tip Click on the File Type header in the file view to sort files by file type.
This makes it easier to locate a specific file type for check in.
4 Check in remaining project files.
In the Support Frame folder, right-click Support_Frame.SLDASM
and select Check in. Click Check in to complete the operation.
& Check in ~
Files to check in:
Type FileName Warnings Check in Keep Checked Out Remove Lo... Overwrite Latest verstcn local vel. New ver. Chec
"ISupportJrarne.SLDDRW D D 1/1 1/1 bwh
c.w .01 Support]rame,SLDASM D D _Vl l/1
11
1r
Binding Head
Flat Head $crew.SLDPRT
Screw.Sl, .. , D
D
o
o
111
111
l/1
Vi
:::1
bwhi
<!I .01 I '~'II' har :L:;'~" D 111 111
% f',,,,..C,,, ",:L:·'C D 1/1 ],'1
~ [tac.~ ..'~" ; r:;,., D 1/1 l/l
~ '1 PI~nk.sLDDRW & D D U 1.'1 111 bwh
% Plank.SLOPRT EO' D D ;:; V1 111 bwhi
'!J' Squar~ NulSLDPRT iii' D o 0 .1./1 Vi bwhi
~ 'I SupportJ~g.SLDDR'W & D D C 111 111 bwh
% Support_Leg.SlDPRT g D D D blNhi
<rc===========~~===
1/1 l/1
..
'" .---~
~omment· I
i :I
Cancel II H.~ I
49
Other CAD In addition to SOLIDWORKS file types, SOLID WORKS PDM

Documents recognizes file references for DraftSight®, Inventor'[', Solid Edge® and
Pro/ENGINEER® file types.
5 Check in DraftSight files.
Open an Explorer window.
Browse the location for the training documents:
Lesson03\Case Study.
Drag the folder Tool Design into the ACME vault folder Legacy
Designs \ PRJ-XXXXXX.
In the Tool Design folder, right-click C-897B4.DWG and select
Check in. Click Check in to complete the operation.
c§ Check in
Files to check in: ;:: ShowAllleve!s.... )( ~.... ~ ..•.

-----------._---_._-----------_._----------------_._--
Type rue Name WarninjJS Check in Keep Checked Oul Remove lo... overwrue Latest Version local lief. New ve. CheCked Out By
~~ •• C-S9764.0WG g 0 0 CJ 111 1/1 bwhite
~ A-53345.DWG g 0 0 i:J 1/1 1/1 bwhite
~ A-S4643.DWG g 0 0 0 1/1 1/1 bwhite
~
,-,
A-55869.DWG g 0 0 tJ 1/1 111 bwhite
8-44563.OWG I!!l 0 0 C 1/1 111 bwhite

"'"~ B-64529.DWG I!!l 0 0 w 1/1 1/1 bwhite
~ 8-64543.DWG g 0 0 ;:..J 1/1 IiI bwhite
Q 8-76843.DWG I!!l 0 0 [1 1/1 1/1 bwhite
Q 8-S99S1.DWG I!!l 0 0 e- 1!1 1/1 bwhite
~r tt!~.
""'= '3¥m' z::;;;....if.t¥'
~omment:
! ! ~
Check in
II Can<eI II Help
50
SOLIDWORKS PDM Exercise 2
Exercise 2: In this exercise we will add new and existing folders and documents to
Document the SOLIDWORKS PDM Vault.
Creation and
Check In

3 Create a new project folder.
Expand the Legacy Designs folder. Create a new project folder
PRJ-XXXXXX (where XXXXXX is your name).
4 Create a new Word document.
Browse the PRJ-XXXXXX folder, create a new Word document and
save.
5 Create new project folders from a template.
Browse the vault Projects folder. Use the New ACME Project
template to create a new set of project sub-folders.
6 Create a new Word document from a template.
Browse the Specifications folder of the newly created project. Use the
Create ACME Specification template to create a new Word document.
7 Check in a document.
Select the newly created specification document and check it in.
8 Copy existing documents into the vault.
Drag the 2009 Grill Documents folder from the Lesson03\
Exercises folder into the folder Legacy Designs\PRJ-XXXXXX.
9 Check in multiple documents.
Browse the PRJ-XXXXXX folder. Check in all the documents in the
2009 Grill Documents folder.
10 Copy existing documents into the vault.
Drag the Tool Vise folder from Lesson03\Exercises\ into the folder
Legacy Designs \PRJ -XXXXXX.
11 Check in a document.
Browse the Tool Vise folder. Check in tool vise.SLDASM and all its
references into the vault.
51
52
Lesson 4
Versioning Files

• Check out files.
• Create new versions of files.
• Understand working with file versions.
• Undo a check out.
• View document history.
53
Versioning Files
Versioning Files One of the primary benefits of SOLIDWORKS PDM is the ability to
modify files and retain a history of all file changes. If necessary, users
can retrieve older versions of files.
A file that is stored in a SOLIDWORKS PDM file vault has one or
more file versions. A version stores the changes that were made to the
file after modifications to the previous version. The original version of
a file in the file vault is 1.
To modify a file, you check it out for editing and make the changes
with an associated application. To later commit the changes to the file
vault for other users to see, you check it in. Each time a modified file is
checked in, a new version is created, but the filename remains the
same.
This file history can be viewed at any time by right-clicking a
document and selecting History. The History dialog provides an audit
of actions performed on the selected file.
This lesson will detail the operations that enable users to create and
retrieve file versions.
Check Out The Check out command creates a writable copy of the latest version
of a file in the local cache folder of the file vault. By checking out a
file, SOLIDWORKS PDM ensures that no two users can
simultaneously edit the file. If you want to edit a file, you must first
check the file out.
Where to Find It To check out a file in Windows Explorer:

• Select the file to check out.
• Right-click on the selection and select Check out, or click
Actions, Check out from the SOLIDWORKS PDM menu.
If you have sufficient rights to check out the file, the file is marked as
checked out in the file vault.
d Check Out 'iI-~

Fites tc cbeck cut 1= Show AJI Levels ••. 'ii' ~- rill-
Type File Name Wamings Check out G,' local II••• Checked Out By Checked Oul In
~~
~
Ccmpetitcr-Lpdt
Grill Side Table Requirements - 2014.docm "'

01 ,.
s;- 1/1
l/1
a ~
~
Le9~cyACME project
Mise Grilllnfurmation.xlsx
cccvments.msq
"'.,- Oil
1/1
1/1
ik} Pedestal Comp·jp9 .,- i! 1.11
~ Worlds Biggest Grill.jpg .,- :.1 1/1
CheckOut II Cancel
II Help
54
Versioning Files
Optional Check Since SOLIDWORKS PDM is fully integrated into the Windows
Out Method Explorer interface, you can use the Check out command directly from
within any Windows application using its open dialog.
For example, when you are working with files such as Word documents
or Excel spreadsheets, click File, Open. The Open dialog box opens.
Browse the folder in the SOLIDWORKS PDM file vault that contains
the desired file. When you have found the file, right-click it.
1iI0prn .-
cg.ll!." 'MND~:~.' .. AC.ME •• , p~.:~
'_l.g.,>:~~~;~" , __.._ _ :hlls,,~'-!.RI:xxx\X~':.. .1'.1
OrgIOr.:e", N-folder ~.. ID
(@MicrOIOftWord
*"F;wotitel
!!Duktop
jJOowrolold,
~R!centPla(es
@ACME
:,:wtibtariu
[3oowment>
,J Mu,;~ - Dcccment Stetus
OmentStale:
ii!!PiCt1.lf(' Vl1ulted
9 Vidtol
Checked out by;
;~tWS-XEl-SWK
-- last version comment
~ 'WlNDOWS(C:)
:t3 DATA(f:)
PiHtflS retereoee
I
'--1)( Delete
Rename
P,op!rtie.
Select Check out. The file is now checked out in the SOLIDWORKS
PDM file vault, and you can open it to modify the file. To submit the
changes to the file vault for other users to see after saving the file, you
have to check it in.
Files Containing If the files that you are checking out contain references to other files, a
References check out dialog opens to let you check out or retrieve the referenced
files also.
t:SIC~Out
W.'n1n_~. Lo[aI ••••• cnK~cdOUt8y

..
~ .• C-89764.OWG e
'0"
1.,'1
~ A-53345.0WG 0 l'l
Q A-54643.DWG 0 0 Iil
!;l A·55869.DWG 0 0 vi
~ B-4mlDWG 0 0 lil
~ 6-64'i29,DWG 0 0 1'1
0 0
""~
~ B-16941.DWG
B-89931.DWG
0
0
0
0
1/l
10'1
55
Versioning Files
Case Study: In this case study, we will check out a file, modify the file, check the
Versioning Files modified version into the vault, and retrieve an older version from the
vault.
1 Login.
For this lesson, login with your usemame and password.
2 Check out the file.
Browse Legacy Designs\PRJ-XXXXXX.
Right-click DOC-XXXXXX.docx and select Check out.
@Actions ..•. Modify
..•..Display
_._-- ..•. Tools
-
._ .. -_._-- _<a .QJ;
Name Checked Out By Size File Type State Modified
rn ACME Documents Folder
OJ Tool Design
"
Folder
@'jOOC:-)()()(X)()(.doex I bwhite 13.0 ... Microsoft Word Document Vaulted 06 Nov 16...
D.Preview ~OataCard @Ver.sion3J3 IIflBill of Materials ,fiContains 3 \-~JhereUsed
Document Info It..:,CO::::""='n"""\ --,

Document Status
Number DOC·00000092 Current State:
Vaulted
Title: >¢¢< T est Document
Checked out by:
Subject New product specification Bob White
Last version comment
Keywords: Specification
_._---- _._-_.-
Creeted By; bwhite .•.. Date: {{i02Nov16 ..•.
Project Number: >00< T est Project
Grill Type:
L- _
3 Modify the file.

On the data card enter the Title: Sample Grill Specification and
save.
Double-click DOC-XXXXXX.docx to open.
Make modifications to the file text, save, and exit Word.
58
.&. File not found - The file cannot be found .

.h The file is; d ••.l••.t.••.file hilSheen deleted .
d - The
.&. Can't check out: Unsupported file type
.&. Document in multiple projects - The file exists in multiple
folders.
Versioning Files
Referenced as, Found in and State Type rue Neme -I ,; Type

are not displayed by default. To view ~ ~ C-S9764.DWG 1--;- File Name
I
these, right-click and select to toggle ~ A-5JJ41,DWI,; Warnings
"il'l A-54643.DWI V Check out

the option display on/off.
~ A-SS369,DWI,; Get
More columns can be added for any ~ S-4456J,DW! ,; Localver.
Checked Out By
ifl B-64529.DWI<~
variable in the file vault by selecting
~ 8<6454J,DW! ,; Checked Out In
the More ... option at the bottom of I Referenced As

~ B-16843.DW\
Found In
this menu. ~ B-89981.DW(
i State
More",
Additional Options If you right-click in the Check out Columns •

dialog box, additional options include: £how Referenc,-, S:eledion Controh
SelectAfi Ctrl+A
• Columns: You can select which Select Files." Ctrl+E
columns to display in the Check Show Tree lines
Out dialog box. Change Thumbnail Preview Size
Check Out All Piles Ctrl-L
Ctrl+G
• Show Reference Selection Controls: Adds a check box to the

right ofthe Check-Out and Get check boxes. The additional box
allows for quick selection of all referenced files.
• Select All: Selects all files displayed in the Check out dialog box_
• Select Files: Allows you to select files that match a wildcard
pattern.
• Show Tree Lines: Adds reference lines to Type File Name
the File Name column to show file ~ r"SupportJrame,SLDDRW
references. C!l ,. SupportJrame.SlDASM

, i"'Binding Head Screw.SLDPRT
• Check Out All Files: Toggles all 11 f-Het Head Screw.SLDPRT
checkboxes in the Check out column to ~ ..f·-Lower_Brace.SLDASM
select all files. ~ ~ ~ ····Br<ice_Corner.SLDDRW
~ i···Brace_ Corner.SLDPRT
• Get All Files: Toggles all checkboxes in
~ i : Br~c~_Cross_Bar.SLDPRT
the Get column to select all files. ~ , ,."PlonkSlDDRW
~ "PI"ULDPRT
Note Icons for the Select Files, Open File List and Save File List options
can be found in the upper-right comer ofthe dialog.
Start Editing Depending on the file type selected, the corresponding application
(Word, Excel, etc.) starts automatically when double-clicking on the
checked out file.
57
Versioning Files
4 Check in modifications.
The hyphen '-' in the Version tab reflects that the document has been
changed.
Right-click DOC-XXXXXX.docx and select Check in.
Because we want to make another change, select the option Keep
checked out. Enter a Comment and click Check in.
6 Check. in
Type FileName W<lrnfngs Check in Keep Checked Oul Remove re., Overwrite Latest Version tecerver. New ver. Checked Ou
- -
~ DOC-XXlOOO<.docx o o -/3 4/4 bwhite
~ommeilt:
-------
Addedengineersmodit'ical:ions
----------------------.--------------
Check h <an<.1
Overwriting Latest Each time a document is checked in a new version is created. During
Versions the check in, selecting the option for Overwrite Latest Version will
check the document in without creating a new version of that document
in the archives.
Overwriting latest versions can greatly reduce the storage requirement
of the Archive Server. It can also simplify the history of the documents
by removing unnecessary versions such as daily check ins or data card
only changes.
5 Make additional modifications.

Double-click DOC-XXXXXX.docx to open.
Make modifications to the file text, save, and exit Word.
6 Check in modifications.
The Version tab reflects that the document has been changed.
Right-click DOC-XXXXXX.docx and select Check in.
Select the option Overwrite Latest Version.
Type FileName Warnings Check in Keep Checked Out Remove lo... Overwrite Latest verstcn tocet ver. New vel. Checked Ou
DOC-X)OO()()(.doo:: o o -/4 4/4 bwhite
Do not keep checked out. Enter a Comment and click Check in.
59
Versioning Files
Local File Version When you select a file in the Windows Explorer file view, the current
version of the file stored locally in the working folder (cache) appears
on the Version tab: I @Version 1/1 I
The first number represents the local version, and the second number
represents the latest version in the vault. A hyphen ('-') appears if the
local file version is modified. You can also find out which version is
stored locally by displaying the properties of the file.
To change the version you are currently viewing, use Get Latest
Version or Get Version.
Get Latest Version To retrieve the latest version of a file:
Where to Find It • Right-click on the selection and select Get Latest Version.
• Or, click Actions, Get Latest Version from the SOLIDWORKS
PDMmenu.
If you have sufficient rights to retrieve the file version, the files are
copied to the working folder on your local hard disk drive.
If you use the Get Latest Version command on a folder, the latest
version of all available files, including files in subfolders, are retrieved
locally.
Get Version To retrieve an earlier version of a file:
Where to Find It • Select the file, click Get Version •. " 4. additional engineering feedback
Actions, Get Version "'1 Undo Check out I 3, added engineers modifications
! . 2, Initial check in
from the SOLIDWORKS Conv,rtSW'oPDF I"j 1. <Crested>
PDM menu, and select a

version.
The program copies the selected version to the working folder if you
have sufficient rights to retrieve the file.
Note If your system administrator set the Always work with latest version
of files option, Get Version is not available.
Overwriting If the file is checked out by you, the Get Latest Version and Get
Checked Out Version commands overwrite any file content stored locally with the
Versions content from the selected version.
A dialog box appears asking you to confirm that the file content will be
overwritten with the latest version. Click Yes to retrieve the selected
version.
Confirm Replace Checked Out File ULJ
~i1 The file 'C:\Tr19W11ng\j..egacy Designs\pR)-XXXXXXl,pOC-XXXXXX,docx' is CUfrently checked out.
~ Do you want to replace it?
60
Versioning Flies
7 Get previous version.

Browse Legacy Designs \ PRJ -XXXXXX.
Select DOC-XXXXXX.docx and right-click Get Version.
Get a previous version of the file.
Select the Version tab and review the information.
El.-=-1'8J
Name Checked Out By Size File Type State
Folder
Folder
B.l... Microsoft Word Document V!lult~d
mDataCard ..(9Version 2,'4 m]BiIl of Materials & Contains 15 Where Used
"'---, ~:~:~;:::::~\
~~:::
:~~~~~~~I~::viSion
Category: Office DOCIJment~
Workflow: Documents
Replicated to: AU Servers
-----------------------
~ You do not have the letest version of this file on your local hard disk.
8 Get latest version.

Right-click DOC-XXXXXX.docx and select Get Latest Version.
-- Select the Version tab and review the information.
Undo Check Out To remove the check out on a file checked out by you, without saving
any changes made to the file, use Undo Check out:
Procedure 1. Right-click on the file and select Undo Check out.
2. The Undo Check Out dialog appears.
t§, Undo Check Out
I Files to check in:

1------------------ ------ ---------------------------------
Type sue Ne me Warnings Keep Cheeke... Undo check ... Remove t.o.; Local v... New vel. Checked 0
o 4/4 11<1 bwhite
Comment:
II~ ~ ~ ~ ,i
IL_~
I Undo Check Out Cancel ~ { Help
61
Versioning Files
Note If the file was modified after Check out and before Undo Check out,
a warning will appear in the dialog box.
~ Undo Check Out l'ill..-l

Files to <;;Iwck in;
Type File Name. Wamings Keep Checke... Undo check ... Remove tc., Local II... NeVI ver. Checked 0
DOC-)OOOOO('do(x Lo(~1 file is modified o -/4 4 bwhite
Comment:
8Note: The file list conteins 1 warnint;l! I uocc check oct II Cancel IL Help
3. Select Undo check out to continue.
Warning You will lose any changes you have made to the local copy of your file.
The file is no longer checked out. If the checked out file was modified
prior to Undo Check out, the local copy is removed. If the checked out
file was not modified prior to performing the Undo Check out, the
local copy remains.

Browse Legacy Designs \ PRJ-XXXXXX.
Select DOC-XXXXXX.docx and right-click Get Version.
Get a previous version of the Getverslcn 4.• ddlticnet enqineenrrq teedbeck
fil e. <q Undo Check out 3, lidded engineers- modifications
2. Initial check in
__ C_on_vert_._SW_'_o P_D_F_-' f"l 1.. <Created>
10 Check out file.

Right-click DOC-XXXXXX.docx and select Check out. Notice that
the previous version is overwritten with the latest revision.
11 Undo check out.
Right-click DOC-XXXXXX.docx and select Undo Check out. Click
Undo Check Out in the dialog to complete the undo operation.
History The History dialog provides an audit of actions performed on the

selected file. The History dialog provides a means to compare versions
of files (if the viewing application supports this action), roll back to an
earlier version (if permission is granted), or get the selected version as
the active version.
62
Versioning Files
12 View history.
Select DOC-XXXXXX.docx and select Display, History to browse all
actions on the selected file.
~ History on DOC-XXXXXX.doc.x L'iI~
&rtVi~w .•.' Get mJ,Save Compare ilPrint

r--.--------. --
Event y". USer Date comment
~...t Checkedin Engim:erl 08 Oct 12 .1;:28:31 ~ddJtionlllengineering feedbad:. added
_"J: Checkedin Engineerl 08 Oct 12 l"\:27:W .added engineers modifications
~..lChed<edin 2 Engineer1 060ct1217:03:12 Inltialc:heckln
~Initialtrai'isitiooto'VQulted' 1 Engineerl 06 Oct 12 17:03: 12 State changed by autnmatic transition,
At Renamed from 'New l>icrosoft Of... Enginet:f'l 06 Oct l215:47:01
"~Created 06 Oct 12 .15:"16:33
Name: verscm
User:
Comment: O~
I Help I
I do,. I
63
Versioning Files
Exercise 3: In this exercise we will create a new document, modify the document to
Versioning Files create new versions, get previous and latest versions of the document,
undo a check out and view document history.
Open Windows Explorer.

Login using the provided login and password assigned to you by your
instructor.
3 Create a new specification document.
Browse Projects\P-00003\Specifications. Create a new
specification from a template and check it into the vault.
For SOLIDWORKS PDM Standard, copy the file SPEC-00002.xlsx
in the Lesson04\Exercises folder to the folder listed above.
4 Version the document.
Check out the new specification file. Make modifications, save and
close the document. Check the document into the vault.
5 Get version.
Get a previous version of the document. Examine the Version tab for
changes.
Check out the document. Examine the Version tab for changes. Open
the document, make modifications, then save and close the document.
Do not check the document in. Examine the Version tab for changes.
7 Undo check out.
Undo check out on the document. Examine the Version tab for
changes.
8 View history.
View the document history.
64
Lesson 5
File References
Upon successful completion ofthis lesson, you will be able to:

• Create user-defined file references.
• Copy files and references.
• Share files to other folders.
65
File References
File References CAD files typically have references that tie parts to assemblies, parts or
assemblies to drawings, etc. It is sometimes desirable to create refer-
ences (links) between office documents, PDFs, images, etc. Users can
manually create references between files. It is useful to tie documents
together so that when working on the parent file, its references are dis-
played automatically.
Examples:
• Microsoft Excel spreadsheet with a Microsoft Word file.
• 3D component of a motor with the PDF specification file.
• Digital image of a building with the renovation drawing in
SOLIDWORKS.
Creating and Users can create user-defined references between files. When working
Removing on the parent file, its references are displayed automatically.
References
Procedure To create a user-defined reference:
1. Right-click the parent file and select Check out.
2. Select the files to reference.
3. Right-click the files and select Copy.
4. Right-click the parent file and select Paste as reference.
5. In the Create File References dialog box, set options and click
OK:
• Add Reference. Creates a reference to the file.
• Show in Bill of Materials. Includes the file in the parent file
BOM.
• Quantity. Sets a quantity for the referenced files. This
quantity is used in the Bill of Materials, Contains, and Where
Used tabs when you enable Show in Bill of Materials for the
reference.
6. Check in the parent file.
7. To verify the references, select the parent file and select the
Contains tab.
To modify or remove a reference:
1. Check out the parent file.
2. On the Contains tab, click Edit user-defined references f,I.
3. In the Edit User-Defined File References dialog box:
• To remove a reference, clear Referenced.
• To remove a reference from the BOM, clear Show in Bill of
Materials.
• To modify a quantity, enter a new quantity value.
4. Click OK.
5. Check in the parent file.
66
File References
Note Added, modified or removed references will not be updated on the

Contains tab until the referencing file is checked in after the operation
is performed.
Case Study: File This case study will illustrate how to manage file references.
References
Login.
For this lesson, login with your username and password.
2 Create a reference.
Browse Legacy Designs\PRJ-XXXXXX\ACME Documents.
Right-click Mise Grill Information.xlsx and select Check Out.
In the same folder, right-click Pedestal Comp.jpg and select Copy.
Right-click Mise Grill Information.xlsx and select Paste as
reference.
@ Create File References
Add Reference
IJl
Pedestal Comp.jpq EJ ID C:\l'I.CME\Leg<lcy ,,)(\ACME Documents
Click OK.
Check in Mise Grill Information.xlsx.
~ Check in
Type File Name Warnings Check in Keep Checked Out Remove Lo... Overwrite latest verston local vel. New 111"1. Check
@J 4 Mise Grill Information.xlsx o o -/1 2/2 bwhit
1/1 1/1
[ Check in
67
File References
3 View the references.

Select the Contains tab to validate the references.
@Misc Grill Information.xlsx 10.3 .., Microsoft Excel Worksheet Vaulted Q1Nov16 .., Office D...
(.------------------- ------;~-------
i),Pri:'!ie•••. ~DataCard @Version2l2 !HjBilJofMaterials ~Contains 5\'lhereUsed
Version: 2 (,,(Nocomment>l •. ,\, Show All Level' • ttJ [J (J!I

}A ~[:-::r ct sf-c.. ::~f;~_~]tj:r", ..••.
_LlIflI' Jg. 1'!
Type File Name Warnings connquretlon name Quantily Version Checked Out 8y Checked Out In Found In State
~ ~ Mi5C Grill Inforrnaticncdsx 2/2 lP C:'AC ...urnents 0 Vaulted

~ Pedestal Ccrnp jpq l/l OJ C:\AC.ument:l: 0 Vaulted
4 Remove a reference.
Right-click Mise Grill 1nformation.xlsx. and select Check Out. (Do
not check out the jpg file.)
Select the Contains tab and click Custom References .t,i .

Select Pedestal Comp.jpg, uncheck Referenced and click OK.
@ Edit User-Defined File References l'il-~J

The folIO'{,ing files are referenced Ilncheck files to remove the references to them: ,\, soo" All 'ii' iT· Ill'
-----_ _-_._._-----_._------------
..
level. •
Type File Name Referenced Show in Bill of Materials Q.uantity Found In
OJ C~\.t.r:~.j.E\Lq;)\~y ::)"';gn;, ..~).y)~)(~(:;¢,\.l.CUiE

Dorurnent:
~ Pedest<!llComp.jpg 0 E:=J OJ C:\ACME\Legacy Designs ...-)()OOO(X)(\ACME Documents
OK II ]1 Help
Check in Mise Grill 1nformation.xlsx.
Copying Files with You can copy a parent file with all its references to create a second
References instance unrelated to the original. For example, you can copy a docu-
ment set as the basis for a new document set or an assembly file as the
basis for a new product. Copying a file with references lets you reuse
all the related parts and drawings without having to recreate the data.
To copy files with references:
I. Select the parent file and select Tools, Copy Tree.
2. In the dialog box, click Browse and navigate to the destination
folder.
3. Select an option for how to copy the files in the Copy Type:
• File. Copies all referenced files to the destination folder .
• Compressed Archive. Copies all referenced files into a
compressed archive stored in the destination folder. The
compression tool specified in the SOLIDWORKS PDM
settings is used. If no compression tool is specified, a
compressed Windows archive is created.
68
File References
4. To change the names of the copied files, click one of the conunands
in the Transform Operations section:
• To add a prefix to file names, click Add prefix and type a
prefix.
• To add a suffix to file names, click Add suffix and type a
suffix.
• To replace strings in file or folder names, click Replace. In
the Replace dialog box, for Find what, type the string to
replace. For Replace with, type the replacement string. To
replace strings in file names, folder names, or both, select
File names, Folders, or both.
• To name files using serial numbers, click Rename with
Serial Number. In the Rename with Serial Number dialog
box, under Serial Number, select a serial number or click
<Do Not Rename>. You can select a different serial number
for each file type. If a serial number is associated with a file
type in the SOLIDWORKS add-in, that serial number is
selected by default.
Note If Name drawings after their models is selected, renaming drawings

based on a serial number is ignored if doing so conflicts with naming
the drawings to match their associated models.
Tip You can also right-click files in the file list and select Rename with
Serial Number. If all selected files have the same serial number
defined in the SOLIDWORKS add-in, that serial number is bold and is
first in the list.
For all transformations, if you selected one or more files before
clicking desired transform command, under Apply to, select one of
the following:
• All. Applies the transformation to all copied files.
• Selected only. Applies the transformation only to selected
files.
5. Set the remaining options:
• Preserve relative paths. Keeps the path of references
relative to the copied parent file, creating folder structure as
needed. With Preserve relative paths cleared, the folder
hierarchy is flattened; all referenced files are copied to the
same destination folder as the parent. In the list of referenced
files, see Target path to view the effect of this setting.
• Regenerate serial number in cards. If serial numbers are
used in data cards, assigns the next number in the sequence.
For Rename with Serial Number transformations, the same
serial numbers used to name the files are used in the data
cards.
69
File References
• Include drawings. Includes any related drawing files

(.slddrw, .dwg, .idw, etc.) when copying the reference tree.
• Include simulation. Includes any related simulation results
files when copying the reference tree.
• Name drawings after their models. Sets drawing file
names to the same as their associated assembly or part file
names.
• Select which version of references to use:
• Use latest version of references .
• Use attached version of references. Uses the version
that is attached rather than the latest version.
• Check-in on Copy. After creating the new files, the program
automatically checks the files into the vault with the
comment provided.
6. In the file list, under Copy select the references you want to copy.
7. Click Copy.
Tip The file list can be filtered by information in any column. Additionally,
the list can be filtered by file type, whether or not the Copy is selected
and whether or not the file name has been transformed.
Columns can be added to or removed from the file list by right-clicking
on any column name and selecting which column is to be added or
removed. Columns can be created for any variable in the file vault by
selecting the More option.
The newly copied parts start with a new version history.
Case Study: This case study will illustrate how to create a new copy of a
Copy File and SOLIDWORKS assembly and its references.
References
1 Create folder.
Browse Projects\P-00004\CAD Files and create a new folder
named New Support Frame.
2 Copy files.
Browse Projects\P-00004\CAD Files\Support Frame.
Select Support_Frame.SLDASM and select Tools, Copy Tree.
Select Projects\P-00004\CAD Files\New Support Frame as the
Destination folder.
In SOLIDWORKS PDM Professional, in Settings and Options, click
Regenerate serial number in cards.
For all versions of SOLIDWORKS PDM, click Include drawings.
70
File References
For SOLIDWORKS PDM Professional, in the Transform Operations:

area, select Rename with Serial Number, set serial numbers and click
OK.
ReMme the fo8owi1Q F~e types "';(1"1 S~~ I'1IJ(I"bers:
iAeType Extenron Seri~1NInOer

t!53S01.IDWORKSA5semb/yDoaxoerl; SlDASt<\ ~IOr~tbnbel
miSOUDWORKS CtaYKltJ ~ st.DOR.W ~IOr~tb'nbet
~5OllOWQRKSPartOocument l@OrawP;JtMnber
':1
'--
I
1
J1WIyto .••
~'AI
~lectedo:rly
For SOLIDWORKS PDM Standard, in the Transform Operations:

area, select Add Prefix, type New_ for Prefix: and click OK.
Click Check in on Copy: and add the comment
New Support Frame Design and click Copy.
~ Copy Tree > C:\ACME\Projects\P·OOOO4\CAD Fi!~\Support Frall'W'\SupportJr~me.SLDASM
Browse,,,
..•. SdUnOjl'
verston to Use: r])latest o Referenced trensform operedons:
Copy Type: @F~es 1[) Compressed Archive

Add prettx.,; I I Add Suffix ...
Options: DInc:ludesiTUation OPreser ..•.
e releeve peths
Rename with 5er~ numbEf •.•
21Includeaawif1Qs o Regenerate sertelncrober in cards
U Name drawings after their models
FiHerOisplay = '0 AlICoIUffifI$ •. ~~ Show A1lle\'eb T ~ •••
IlilI-
Type File Neme Warnings Copy version checked ••• Chtcktd ... Found In nestmatton Polder P./Ilh Targel Filt Name
~ ~Sl.lppOttJramt.SLDDRW 0'1 Ji1 Ols:\AC .Prame C:V,O,lE\RroJects\P-OO... "lCAD-OOOOOI06.SLDDRW

~ ••...sup~me.5lDASM 111 m C,\AC. C,\ACME\Project5\p-no..... CAD·OOOO0,10S:SlDASM
11 Binding Head Suew.SlDPRT

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~ •• LOV'/er_Br~(e.SlDASM 0'1 111 [Jl C:\jI.C, ..Frame C:\ACME\Rrojectl\P-OO... " CAD-OOOOOll1.SLDASM
~:I o:a9race_Corn"r.SL08RW iI~B ,lf111 [p C:\P.c. ..Frame C:\!l.CME\ProJ!C.t,\P-UO... "I"lCAD-00000114.SLDDRW
<t Brace_Corner.SLDPRT 0'1 1/1

.~ ID C:\AC."Frame C:V\CME\Project,\P-OO". CAO-00000113.SlDPRT
<3:1 g ? ID C:~C".Frame C:~CME\Proiectl\P-OO...

Brace_Cross.Bar.SlDPRT 1/1 CAO·OOOOOl12.SLDPRT
:::
~ "'lP!~nk.SLDORW Ii'! 1/1 OJ C:\AC Frame C\ACME\ProJects\P-OO... 'lCAD·OOOOOllO.5LDDRW
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-.:CAD-OOOOOIOO.SlDDRW
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'"
I ' [=~,:::::::,~::------.------~-:,.---------------;:;:;;:},,~;:~:::::::;::==:::::;:;::-,;:;;;;;;;;::::==:::;:. :::.:;;;;;;:;;==::;;':;;:.::::::::J
III Ch~ck-In on Copy:
Comment: New Support Fr~me Desi9rJ
ToliliiD Copy: ~(2) <'be,)
71
File References
3 View new files.

Browse Projects\P-00004\CAD Files\New Support Frame and
review the newly created documents.
@ Actions ..•• Modify ..•. Display ..•. Tools • _0. .

Name Checked Out By ,,, File Type Stat~ Modified Checked Out In Category Dr~\j1
'!!eCAD-Onn0010S.SlDASM 264 .... SOLIDWORKSAssemblyD ... Work in Pro ... 06 Nov16 ..• CAD Files CAD
~CAD-000OOI06.Sl..DDRW 191.. .. SOLIDWORKS DraINing Do ... Work in Pro ... 06 Nov16 ... CAD Filel CAD
~CAD-000001Ol.SlDPRT 165 .... SOLIDWORKS Part Docu ... Work in Pro ... 06 Nov 16 ... CAD Fil~5 CAD
[DCAD-OOOO01OB,SLDDRW 105 .... SOLlDWORKS Drawing Do ... Work in Pro ... 06 NovI6 ... CAD Files CAD
q,CAD-000OOI09.SlDPRT 143,.,. SOLIDWORKS Part Docu ... Work in Pro ... 06 Novl6 .. CAD Files CAD
~CAD-OOOOOllO.SlDDRW 118 .... SOLIDWORKS Dr~lIIIing Do ... Work in Pro ... 06 NovllS ... CAD Files CAD
~CAD-OOnOOll1.Sl..DASM 82.1... SOLIDWORKS Assembly D •.. Work in Pro ..• 06 NovI6 ... CAD Files CAD
~CAD-OOOOO112.SLDPRT 101. ... SOLlDWORKS Part Docu ... Work in Pro ... 06 Nov16 ... CAD Files CAD
~CAD·OOOOOl1l.SlDPRT 166 .... SOliDWORKS Part Docu ... Work in Pro ... 06 NovI6 ... CAD Files CAD
~CAD-OOOOO114.Sl..DDRW 118 .... SOLIDWORKS Drawing Do ... Work in Pro ... 06 Nov16 ... CAD Files CAD ,--,
l),Preview ~D~~Card @Version1/1 ~emQfMll!erials ~Cont~ins rg\llJher€Use:J
1) Version:' r<Cr~ted>l .•. 'l.:: ShowAJI Levers v lti ~ IJI

.j. <Do not show configmation.;:> .•. 1iiII· 1M. '\!II
FileName Warnings Configuration name Quantity Version Checked ... Checked .•. Found In State
'QCAD-OOOfJ0106.SLDDRW 1/1 OJ C","CM .Frame 11Work ...

~ CAD·OOOO010S.SLDASM 1/1 [Jl C,\ACM · Frame 11Work,,,
Binding Head Smw'sLDPRT 1/1 [Jl C","CM · Frame l1Wor~ ...
.••CAD-DOOOOIOa.SLDDRW 1/1 [Jl C,\ACM .. Frame -VWork •..

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"ICAD-IlOOOOllO.SlDDRW 1/1 [Jl C,\ACM . Frame i}1Work ..
CAD-OOOOOI09.SLDPRT 1/1 OJ C","CM · Fr~me 1>Wmk ...

~
•• CAD-DOOOOlll.S1.DASM VI OJ C:\ACM ... Frame ~Wol1::".
CAD·OOOOOlll.SlDPRT VI IJl C,IACM . Frame -i'Work.

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CAO·OOOOOIHSlDPRT 1/1 OJ C,\ACM .Freroe "JIWork".

FI"t Heeo Scrtw.$LDPRT VI [Jl C","CM . Frame 1>W,<k ...
Square Nut.SlDPRT
" VI [Jl C","CM . Frame 11Work ...
~
Moving Files with Similar to copying a parent file with all its references, SOLID WORKS
References PDM Professional can also move a file with all of its references.
To move files with references:
1. Select the parent file and select Tools, Move Tree.
2. In the dialog box, click Browse and navigate to the destination
folder.
3. Change the names of the moved files, in the Transform
Operations: section, select the appropriate options.
• To add a prefix to file names, click Add prefix and type a
prefix.
• To add a suffix to file names, click Add suffix and type a
suffix.
• To replace strings in file or folder names, click Replace. In
the Replace dialog box, for Find what, type the string to
replace. For Replace with, type the replacement string. To
replace strings in file names, folder names, or both, select
File names, Folders, or both.
72
File References
• To name files using serial numbers, click Rename with

Serial Number. In the Rename with Serial Number dialog
box, under Serial Number, select a serial number or click
<Do Not Rename>. You can select a different serial number
for each file type. If a serial number is associated with a file
type in the SOLIDWORKS add-in, that serial number is
selected by default.
4. Set the remaining options:
• Preserve relative paths. Keeps the path of references
relative to the moved parent file, creating folder structure as
needed. With Preserve relative paths cleared, the folder
hierarchy is flattened; all referenced files are moved to the
same destination folder as the parent. In the list of referenced
files, see Target path to view the effect of this setting.
• Regenerate serial number in cards. If serial numbers are
used in data cards, assigns the next number in the sequence.
For Rename with Serial Number transformations, the same
serial numbers used to name the files are used in the data
cards.
• Include drawings. Includes any related drawing files
(.slddrw, .dwg, .idw, etc.) when moving the reference tree.
• Include simulation. Includes any related SOLlDWORKS
simulation results files when moving the reference tree.
5. In the file list, under Move select the references you want to move.
6. Click Move.
Since the files are moved, they will retain their history.
Note Move Tree is not available in SOLIDWORKS PDM Standard.

However, files can still be moved manually as long as the Move File
and Move Folder permissions are given.
Case Study: This case study will demonstrate how to move files that have
Move File and references. We will take the files that were just copied and create a
References components folder where we will move all files except the top level
assembly and its drawing.
1 Create Folder.
Browse to the Projects\P-00004\CAD Files\New Support Frame
and create a new folder named Components.
2 Move Files.
Select the top level assembly in the New Support Frame folder and
select Tools, Move Tree.
Select Projects\P-00004\CAD Files\New Support Frame\
Components as the Destination folder.
73
File References
Click Include drawings.

Clear Preserve relative paths.
Clear the Move box next to the top level assembly and its drawing.
Click Move.
~ MoveT~· C:\ACME\Projects\P-OOOO4\CAD Rles\NewSupport Frame\CAD-~105_S_LD_A_SM -,:===@l=1= ~=:

~=:J
·SeUingi
Opliom: OIr.cludesirwlatiOl'1 OPreserverel.!tivePllths TrllnsformOperati0l15'
&]IncWedrawings LJReoenefoMescrioiOlniberinCllrds
I
----------
filtl!l" Display ~ A1IColurl'lM ••. 'l.~ShowAlILe'lels... Ii"'"
II 'T-
Type
FiltNarnt Warnings De5UnationFoldtrPath
Iii!-
~ '<ICAD-ilOOOOlO6.SlDDRW 0 Ul IJ3 C:\A.. ..rarne

~ CAD-OOOOOIOS.Sl.DASM 0 111 [J3 C:\A, .. rame
I~ Binding Head Smw.SlOPRT Ul [)3 C:\A.. ••rarne
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C:\.A.CME\Projech\P-00004\CAD FiltJ\N...wSupport Fram~\Compon~nc\
C:\ACME\Project;\P-OOM4\CAO File$\New Support Frame\Component!\
I: 4
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111
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[J1 C:\A...rame
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C:\ACME\Projects\P-00004\CAD File~\New Support Frame\Compon~nts\
C:\ACME\Projects\P-OOC04\CAD File~\NewSupport Fr!me\Components\
I~
,~
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9
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lJ] C:\A ..rame
ID C:\A ..rame
[Jl C:\ll....rat"!"I!
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C:\.A.CME\ProJects\P-00004\CAD Files\New SupportFra!l1e\Component~\
C:\ACME\Project$\P-00004\CAD Files\New Support Frame\Componentl\
I: Flat Head Screw.SLDPRT

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[J1 C:\Il.. .. rame
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3 View the files.

Browse to the Components folder to see the moved files.
@D91.Q) «..~~~~ ..~~.~ts ._~__~~~IJO~ __ ~~!~:~_.~.~~?!~.F~~_~,_~_~_~_~t_~::.. .~ I.",

Organize ..•..
'" ~_Actions ..•. ~~~!fy .•. Dis~~~~ __'" Tools _.•. _

Projects Name Checked Out By Size File Type
III P-OOOO1 ~CAD-00000107,SlDPRT 165... SOLIDWORKS Part
P-00002 ~CAD·0000010B,SlDDRW 105... SOUOWORKS Dra\
p·00003 % CAD-00000109,SlDPRT 143.., SOllDWORKS Part
P-00004 ~CAO-OOOOO1l0.SLOORW 118... SOUOWORKS D~\
CAD Files ~ CAD-00000111.SLOASM 82.1... SOllDWORKSAm
New Support Frame c:!bCAD-IJ0000112.SLOPRT 101.... SOLIOWORKS Part
Components
(!!,
CAD·OOOOOlll,SlDPRT 166... SOllDWORKS Part
rn Support Frame rl
~CAD.00000114,SlDDRW 118... SOLIDWORKS Oral
74
File References
Sharing Files SOLIDWORKS PDM Professional allows files to be shared between

directories. Shared files exist in two or more folders concurrently.
Shared files are marked with a yellow plus sign icon in the Explorer
VIew.
Check out a shared file from any location to check out all instances.
Check in the file to save modifications to the vault and to all instances
of the file. Only one user at a time can check out a shared file.
Procedure To share a file:
1. Right-click the file to be shared and select Copy.
2. Right-click the destination folder and select Paste shared.
75
File References
Exercise 4: In this exercise we will create a user-defined file reference and

File References duplicate an assembly.
Open Windows Explorer.

3 Create a user-defined file reference.
Browse Legacy Designs\PROJ-XXXXXX\
2009 Grill Documents.
Add Misc Grill Information.xlsx as a reference to
Grill_Trends_ Web.pptx.
4 Duplicate an assembly.
Browse Tool Vise.
Create a duplicate of tool vise.SLDASM including all part references
and drawings. Prefix the new file names with the prefix MOD- and
place the new files in a new folder named Tool Vise Modification.
Browse Tool Vise Modification and check in all the newly created
documents.
76
Lesson 6
Searching
Upon successful completion of this lesson, you will be abJe to:

• Search the vault for specific files and properties.
• Create a search favorite.
77
Searching
Searching When you need to find documents or folders in the SOLIDWORKS

SOLIDWORKS PDM file vaults, you can use the SOLIDWORKS PDM Search
PDM function. With the search tool you can search by name and a number of
other search criteria.
There are two search methods:
1. Embedded Search:
Embedded searches let you search for files and folders from within
Windows Explorer and standard file-based dialog boxes such as
Open and Save As.
An embedded search opens directly in Windows Explorer.
.01
Number:
-----_._--------------
~ Libraries
Lj Documents &J Include scblolders f{J Diapley fulders

J'! Music fil Display files [11 Seetch in ~I versions
~Pi(ture5
B Videos
,C--=--------------~----·-------------J ,
Name Checked ..
----~~
Size Fil~ Type State Modifiec A
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( lW5-XEl-SWK
£:i.'JV!NDOWS«(')
(1l,C;,:o::OOOOoi09.stDPRT-- 143.38 KB SOLIDWORKS Part ••• 11' Work ... 06 Novl
(1l, CAD-OOOD0112.Sl DPRT 101,82 KB SOLIDWORKS Part ... 11 Work ... 06Novy.
1!l.1i DATA (E:)
~ CAD-0000011l.SlDPRT 166.77 KB SOLlDWORKS Pert, .. 11 Work ... 06 Nov 1'-;
""iii Network:
~~--::=:J
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I~ lOl19 .Otm <Active Coofiouration) •. I Iil'l Show Letest Att,,*d ·1 ~ • Ii} • ~
Type File Na me Warnings Configuration name Qua... ver.; Ch
<1 • CAD-OOOOOlO7.SlDPRT Long Arm 111
(IjJ • CAD-0000010S.sLDASM mehcgcny 111

. !l1I CAD-00000106.SlDDRW 111
~ • CAD-OOOOOID5.SLDASM teak 111
~ CAO-OOOOOI06.SLDDRW 111
Ill! CAD-0000010S.SlDDRW 111
•1----------'''--- -;;;::-------------;-,
Where to Find It • Embedded search: click Open Search e. .•.on the

SOLID WORKS PDM menu bar.
Commands for embedded searches appear on the SOLID WORKS
PDM menu bar when a search is active in Windows Explorer.
78
Searching
Toolbar
Command Description
icon
Po Start Search
Ci!. Stop Search
!C\ Clear Search Clears search criteria.
*~ Favorite Searches Lets you save search results as a Favorite search or

choose an existing Favorite search.
e. ~ Open Search Opens a file-based search form in the upper-right pane.
e. T Close Search Closes search view and returns to file view.
2. Search Tool:
SOLIDWORKS PDM Professional includes a Search Too!. The
SOLIDWORKS PDM Search tool lets you search for non-file data
for users and for files and folders.
It opens in a separate window.
Illl SOUDWORKS
PDMSearch
Search Edit View Help
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S,,-,,-hIn-V-,-,'-t,-----l Name Checked. Size File Type State Modified .•
! ~Valve Mixer 1-10'sLDPRT 194.61 KB SOLIDWORKSPart ... @ Relee . llOct16C

~ACME
I~t'nUOlb_p'op'n'-"dprt 280.9\ KB SOllDWORKSPart... (0 R,I" . 310ct16:
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Valve Mixer 1-10
Done! Found 70 files in 0.0 seconds. NUM
79
Searching
Where to Find It • Search tool: click the Search cards and

favorites icon and select Search Tool.
r~[ .-
Q ACME Quick Search
Search commands appear on the Search toolbar, I
,et Complete Search
I
search menus and the file shortcut menu. L~::~~~h

Toot··'JL
Toolbar
Command Description
icon
;
-. Start search
Stop searching
[t;j]
Clear search Clears search criteria.
sf
Add to Favorites Lets you save search results as a Favorite search or
~
choose an existing Favorite search.
Open Search Opens search results as a comma-separated value (.csv)
~
,-
..
Result file .
Save search Exports search results as a comma-separated value (.csv)
iill result file.
Name and Using the search tool, select Complete Search.

Location
Select the Name and Location tab. If you know the file name (or part
of it), enter the file name, with or without extension, in the Name field.
Browse the location (file vault or folder) in Look in.
You do not have to type the whole file name. It is enough to enter part
of it, with or without wildcards (* or 7). SOLID WORKS PDM finds all
files whose name contains the entered string.
Tip If Name is empty, SOLIDWORKS PDM finds all files of all file types
that are stored in the location defined in Look in.
~ SOUDWORKS PDM Search
RJ Include sublolders [ll Displeylclders
[l] Oisplayfaes o Search in lIllversions
80
Searching
You can look for files with different file names in the same search by
entering several search values in Name, separated by space or comma.
An example search is: fax. doc,frame*dep. pdf, *frame.dwg. These
search values find:
• All doc files ending with fax. doc
• All pdf files whose file names contain the strings frame and dep
• All dwg files ending with frame.dwg
To search for all files of a certain file type, enter the search value using
the wildcard, such as *.pdf. SOLIDWORKS PDM finds all pdffiles.
You can search for several file types in the same search by entering
several extensions, separated by space or comma.
You will find the most recently used search values in the Name field
pull down list. If you select one of these search values, you can use it in
the next search without having to re-enter it.
Select Include subfolders to also search in all the underlying
subfolders of the selected folder.
Select Search in all versions to search through all file versions for the
file data card values.
Start Searching After you have defined the search criteria you can execute the search.
Where to Find It • Click Search, Start Search from the menu.
• Or, click Start Search ,-, on the toolbar.
To clear the search criteria in preparation for a new search, click Clear
!"lI
Search Ct' .
Searching for It is often important for users to locate files they have checked out to
Checked Out Files themselves. These files should be checked in regularly. To help find
those files, the search engine allows for the checked out criteria to be
searched on.
The Checked in/out tab allows a user to search for:
• Checked in files
• Checked out files
• Files checked out to a particular user
A useful search for users finds files checked out to themselves. Select
Display checked out files and select their user name from the list.
~--;;;-nd-loc&ton Cards v;iab!es Checked in/oul r Version D~a Iworkii;.:..~~~-r~;t
10~~~~~I~=:===J :~:~'fde'checkedO"'_~ ~ _
I 0 Display non-checked out files
81
Searching
The Search Below the search definition area is the search result list. Below the
Results search results list is a preview pane. If you select a file in the search
result list, the file preview, file data card, and other information tabs
appear.
You can right-click a file to access most of the same SOLIDWORKS
PDM options as in Windows Explorer.
To open a file:
• Double-click on the file name.
• Right-click the file and select Open.
To clear all criteria and create a new search, click Clear Search ~ """
~ SOUDWORKS PDM Search
Search Edit View Help

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,
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[lJ Search in all versions
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Search In Vaults
[~--"'Iv, Mix« 1-10.SlDPRT .-'1 194.61 KB SOLIDWORKSPart @ Relee.; II Oct 16:C
RJACME
I r!!btO!lnk_20Ib_propllne,sldprt 2BO,95 K8 $OLIDWORKS Part ... ~ Rele a.; 31 Oct 16-
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Valve Mixer 1-10
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Done! Found 10 files in 0,0 seconds. NUM
Case Study: When you need to find documents or folders in the SOLIDWORKS
Search PDM file vaults, you can use the SOLIDWORKS PDM Search
function. Users can search by filename, for a specific variable value in
a data card, by workflow status, user name, etc.
Login.
For this lesson, login as a manager with the provided login and
password.
82
Searching
2 Define search criteria.

Start the embedded search tool, select the Complete Search form and
select the Name and Location tab.
Note The currently active search form will have a green

check mark in the icon of the form name. ACME Quick Search
Complete Search
Search Toot..
In Name, enter slddrw. In Look In, click Browse and select the
ACME vault.
Note The Look In field will show the path selected when the search tool was
started.
Click Start Search A. The results appear in the file results area.
Name and Location Cards Vartables Checked in/out Version D~I!I Worldlow label HistO!¥~
look in: C:\ACME ~
Name: slddrw
Description, -----~.--------
Number:
~ Indude subfoldern [i] Oisplayfoldern
RJ Displayfiles [l1 Search in all versions
Name Checked ... Size FiteType State Modified
~C-ANSI-DRAW.slDDR .•. 6H4KB SOllDWORKS Dr. .•. tv Work ... 12J1611518~0 ...
~LP Gas Grill Assembly '" 26398 KB SOllDWORKS Ora, •. o R'I ea.. , 12J1611518:49 •.,
~Gri1! lid Drawing.5lD... 103B9 KB SOllOWORKS Ora •., o R,I., •., 12J1611518:49 •.,
~Grill BasinDrawing.SL
... 10955 KB SOllOWORKS Dr. ... o Relea •., 12J1611518:49 •.,
~5uppart_l'9.5lDDRW 101 KB SOllOWORKS Dr. •., 1:> WNk •., 1211711514:41...
~support_Fram€:.SLDD ... 190.53 KB SOllDWORKS Ora... 1;? Work ... 12J1711514.41...
~PI,nk.slDDRW 114.25 KB SOllDWORKS Dr. •.. 1:> Wack •., 12J17l1514.41...
3 Define a new search.
Click Clear Search Q. to clear the previous search.

In Number, enter B to search for all numbers containing the text B. In
Look In, click Browse and select the ACME \ Legacy Designs',
PRJ-XXXXXX folder.
Exit the embedded search tool.
83
Searching
Favorite Searches SOLIDWORKS PDM Professional allows • ~ ACME

.c:' •• 'Sit Fevontes
common searches to be saved as searc h tavontes. 'lilt Checked Out by Me
A favorite search is one that is run regularly by ~ G,ill CAD Files
'"Q Searches
the user. The search is typically the user's own 0. ACME Quick Search
favorite and is not seen by other users. Some 0. Complete Search
users may have the administrative right to create favorite searches that
can be used by others.
A favorite search does not remember what results have appeared
before, but it remembers the criteria used to locate files or folders.
To create favorite searches using search tool:
1. Define the search criteria.
2. Click Add to Favorites 'tl .
3. Enter the name of the new favorite search.
The resultant favorite is added to the menu that appears when the user
right-clicks in the document vault.
Note SOLID WORKS PDM Standard does not allow the creation of search
favorites.
4 Create a favorite.
Start the embedded search tool, select the ACME Quick Search form.
In Drawing Number, enter CAD. In Description, enter grill.
Document Search Form

AeM~
.• ~~--"'-
------------
Look in: C:\ACME --- ... I BfOW'Se ... I
Drawing Number: CAD
D escription: ~rill
Grill Type:
'Wolkllow State:
Click Start Search Q.. The results appear in the file results area _
8~ 81* . e..~JJ
_
Click Add to Favorites ~ AddtoF;~;-;;;;' and for Favorite name:
enter Grill CAD Files.
Set permissions and click OK.
84
Searching
Click Clear Search Q to clear old search criteria.

In Workflow State:, select Work In Process.
Click Add to Favorites and for Favorite name: enter Files at Work
In Process State.
Set permissions and click OK.
5 Search by favorite.
Close the active search window by clicking Close Search e. + .
Select the search favorite Grill CAD Files.
6 Create a favorite to find checked out files.

Log off as the manager and login in with your login.
Start the embedded search tool, select the ACME Quick Search form.
Check Display checked out files and select your usemame for Only
display files checked out by: and click Start Search A.
Document Search Form
Look in: C:\ACME
Drawing Number:
Description:
bwhite
Click Add to Favorites and for Favorite name: enter Checked out
by roe.
85
Search
Exercise 5: In this exercise we will build a search to find all the files that you have
Search checked out and make the search a favorite.

3 Check out files.
Browse Legacy Design', PRJ-XXXXXX\ Tool Vise.
Check out tool vise.SLDDRW including all references and drawings.
,-----,
4 Search for files.
,-----,
Using the Search tool, select ACME Quick Search
Browse the ACME vault for Look in.
Select Display checked out files. ,-----,
Select your login name from Only display files checked out by.
'~'-'l
Click Start Search \~ .
,-----,
The search engine locates all the files that you have checked out.
Note Press Ctrl+A to select all the files in the search results window.
5 Check in files from search results.
-rr>;
Click Check in files ~ and check in all your files.

,-----,
6 Create favorite.
In SOLIDWORKS PDM Professional, click Add to Favorites1:~ .:
Enter Checked out By <Your Login name> as the name of the new
r-r-;
favorite search.
The resultant favorite appears on the search menu.
,--J
86
Lesson 7
Upon successful completion ofthis lesson, you will be able to:

• Understand workflow states and transitions.
87
SOLIDWORKS The SOLIDWORKS PDM workflow is designed to represent the

PDM Workflow location of a file or BOM within a pre-defined process. You can
associate files in the vault with a pre-defined process, configured by the
SOLIDWORKS PDM administrator, that moves the files through a
design process, approval process, etc. You need to change the state of a
file to move it through the process.
Change File State Files in a SOLIDWORKS
PDM file vault always
reside in one of the defined
states of a file vault Data Migration
workflow. The state
determines which access
rights you have to the No Approval Required ~
selected version of the file.
Note The file must be checked in to change the current state of the file to
another state.
Where to Find It • Right-click the selected files, choose Change State, and select a
state transition (state to change to) in the shortcut menu.
A submenu displays all selectable Edit..,
state transitions. The list depends t9 Check out
on the state transition rights you 6 Check in

Iili Get Letest versicn
have been assigned in the 0) Undo Check out
Workflow Editor. The symbol (}, Hi~tory
before each submenu option

indicates the target state of this
~
;;.
Change State
Notify ,r---------- ~~J
~ Q Submit for Review
transition.
• The Do Transition dialog box appears:
~ Do Transition 'Submit for Review'
Type FiltN~me Wamings

,., .• C-89164.DWG
A-5334S.DWG
~
'" A·54M3.DWG
[i.i A-5586WWG
~ B-4456l.DWG
~'~~
" 6-64529,DWG
B-6"543.0WG
[~ B·76843.DWG
submitted Forapptoval
88
The selected files are listed in the dialog box (if a selected file contains
references to other files, these references are also shown). The title of
the dialog box displays which transition you have chosen.
The columns in the dialog box are as follows:
File Name Name of the file that is changing state

Warnings Shows if the file can change state or if there is a problem performing the
transition:
,ill, File is checked out - You can only change state on checked in files. Check
in the file before performing the transition.
iih File in wrong state - You have selected a file that is in another state, from
which the state transition cannot be made.
i~ File not found - The file is not stored in the vault.
& Latest version is not attached - The attached version of the referenced
file is not the latest stored on the server, and therefore no state transition can be
made on this file. A state change is always made on the latest version of a file.
& No rights to change state - The user does not have permission to change
the state of the file.
,ill. Parent can't change state - The user does not have permission to change
the state of the parent file.
& The file is not rebuilt - The file was not rebuilt when it or its parent file
was modified .
.&. Can't increment revision: [error] - A transition action is set to increment
the file revision, but there is a problem. The message after the warning sign
describes the error.
& Unknown file format - The file format has not defined in SOLIDWORKS
PDM.
Change Select the files to change state.
State
Version Shows which version of the file the state transition is made on. For referenced
files, the value shows which version is attached to the parent file.
Found in Folder where the file is found (Not displayed by default)
State Current state of the most recent version of the file (Not displayed by default)
Verify the files in the dialog box and check all files to change state.
Enter a state transition comment in Comment. The comment is added
to the history of the files.
Click OK to make the state transition on the selected files.
89
Additional options Right-clicking in the Do Transition dialog provides additional options:
• Columns. Selects the columns to display in the dialog.

• Select All. Selects all the files in the dialog.
• Select Files .... Selects files that
match a wildcard pattern.
rS-.I.-ct-F;-,e>-------r:--;;~~
Select files with a name matching the fuUowing

wildcard pattern:
• Change State on All Files. Selects
all the check boxes in the Change
State column.
Note Multiple files can be moved through the workflow at the same time. All
of the files must use transitions with the exact same name, regardless of
source or destination states or the workflow holding the file.
Notifications It is possible to design the workflow so that specified users or groups
receive a notification whenever files reach a certain state. For example,
a project manager may want to be notified when an engineer updates
project files.
It is also possible to subscribe to be notified when an action is
performed on specific files.
Where to Find It Right-click the I!ll Set Letest Version
selected files, l'Ej) Undo Check out
choose Notify, ce History
~ Change State
and select a
notification in the
~ Notify
Send To
T~
,8
ACol[eague ...
Use-who has checked out file.;
shortcut menu. :< Me when checked out
lh
Cut
Copy
II
Me when checked in
Me when state enters
Paste as reference
)( Delete I
I
Me when
Me when ...
state leaves
I
Rename
Properties __~ ___________ I~ I
My Notifications
Case Study: In this case study, we will change the state of a SOLIDWORKS
Workflow assembly and its referenced files to submit for approval. We will then
login as a different user and approve the submitted documents.
Notifications will be sent to and received by the specified users.
1 Login.
For this lesson, login as your usemame.
2 Submit for approval.
Browse Legacy Designs\PROJ-XXXXXX\ Tool Design.
Right-click C-S9764.DWG and select Change State, Submit for
Review.
90
Enter a comment: Submitted for approval, enter a Notification

comment: Please review and approve the attached documents,
select your manager and click OK.
~ Do Trensition 'Submit for Review'
Cbencestete ontiles i::Shov.'A11Lev~s

.•. ')(~ ..•. ~ ..••
1----------·------·--------·------·--------···········
__
~~.~_--- File Name Warnings Change stale Version
~ .• C-39764.DWG 10 1/1
~ A·5JJ45.DWG 10 1/1
~ A-54643.DWG 121" 1/1
~ A·55869.DWG 10 1/1
~ B·4456l.DWG 10 1/1
,,'
es B-64529,DWG 1/1
B·6454J.DWG
'~~"
" 1/1
~ 8·)634l.DWG 10 1/1
~ 8·S9987.DWG 10 1/1
~omment: Filter:
Sumbited for epprovel

.--- g ijones---------i
Notification comment:
Djwilliams
Dtsmith
I
Please review and approve the etteced documents.
'--\
I
OK II Cercel =:J I Help
1.'1
The files are now in the state Pending Approval.

3 Read notifications.
Log off as your username.
ro
,
SOUDWORKS PDM Notification
You have I new notifications.
c, x
Clickh'!r~tQ<ft';play.
Login as your manager.

You receive a notification bubble indicating that you have received a
notification for each document set submitted for approval.
Click on the notification bubble or task tray icon ~ to read the

notifications.
.b). SOUDWORKS I'DM Notification
Documentshavechanged state
(ACME)
-
SOLIDWORKS PDM notification
The followi~ files have changed state from 'Work in Process' to 'Pending Approval'
The operation was performed bybwhite(BobWhite), Nav 17 20165:03AM
File Name View Get latest Properties History Folder
legacy DesiqflS\pR,[ XXXXXXX\Too! Desiqn\4,.53345 OWG Y'iID'i ~ Properties lllilQlY '!.&Q.acY.l&sjgf§'EBJ~XXXX\ToQI Desian\
'i.N~.Y.DesiQns\PR.J-XXXXXXX\Too! DeslgnV\-54643.DWG View Get Latest Properties t:iiMruY llfuW.W.flijgns'PRJ-XXXXXXX\TooIDesign\
\J.egacy PesiqnsIPRJ.XXXXXXx\Too! DesjgrM-55369.DWG Yi!.m' Get la1est Pmoertie& ~ \Legacy Designs'PRJ XXXXXXX\Tool Desigo\
\legacy Desians\pRJ-XXXXXXX\Too! DesjgnlB-44563.PWG 'iiIDY Get Latest Properties J:!.lli!Q[y ~.&-~\PRJ XXXXXXX\T 001 Design\
lLPQacyDesigns\PR t_XXXXXXXITtJoJ OHsian\R_fW)7~ OWG VIew ('coRt I.AIR"! ~ ~ \I egacyDeslgosPR I_XXXXXXX\TOQI Design\
lleqacyDesigns\PRJ-XXXXXXX\Tcol Design\8-64543.DWG View Gel I alest Properties t1!.51Q/:y IJ€gaeyD€signs\PRJ XXXXXXXIToo! Design\
y enecvceecre'sru XXXXXXXlToo! DesignIB-76843.DWG ~ ~ ~ ~ y egacy Desjgns\PR J-XXXXXXX\Too~
ILeaaeyDesignsl.PRJ-XXXXXXX\Tool Deslon'B·-8ggR7 DWG"l!!lli' Gel Latest Properties !::lllimY \I saaey Dssigns\PR !_XXXXXXXlToo! Desiao\
iLeqaey Oesians\PRJ XXXXXXXITcQI pesignIC---897l34.0WG View Get Latest Properties !:fuilQ!y 'J eaaey Oesigos\PR I_XXXXXXX\Tool Design\
State change comment
SumMed for approval
Notification comment
Please reliew and approve the ait8ced documents.
91
4 Approve and Release files.

Discard message in the SOLIDWORKS PDM notification dialog.
Browse Legacy Designs \ PROJ-XXXXXX\ Tool Design.

Right-click C-89764.DWG and select Change State, Release
Documents.
Enter a comment: Approved for release.

Click OK.
The files are now in the Released state and the revision auto-
increments to A.
Tip You can also browse to the folder by Folder

clicking on the link listed under the ILegacy DesignsIPRJ-XXXXXXIT 001 Designl
'Legacy DesignsIPRJ-XX)QQQ(IT 001 Designl
Folder column of the notification.
ILegacy DesignslPRJ-XXXXXXITool Designl
92
SOLIDWORKS PDM Exercise 6
Workflow
Exercise 6: In this exercise we will submit a SOLIDWORKS drawing and its

Workflow references for approval.
2 Login to SOLIDWORKS PDM as Engineer.

3 Submit files for approval.
Browse Legacy Designs\PRJ-XXXXXX\Tool Vise. Right-click
tool vise.SLDASM and select Change State, Submit for Review.
4 Login to SOLIDWORKS PDM as Manager.
Log off as your login and login using the manager login and password
assigned to you by your instructor.
Note Depending on your classroom environment, you may have received

notifications when logging in. If so, feel free to explore the
notifications.
5 Submit files for approval.
Browse Legacy Designs\PRJ-XXXXXX\ Tool Vise. Right-click
tool vise.SLDASM and select Change State, Release Documents.
Log off when done.
93
Exercise 6
Workflow SOLIDWORKS PDM
94
Lesson 8

• Turn on the SOLIDWORKS add-in.
• Set SOLIDWORKS PDM add-in options.
• Check out CAD Files.
• Understand working with CAD file versions.
95
Working in SOLID WORKS
Versioning This lesson will discuss the versioning of CAD documents, specifically
SOLIDWORKS SOLIDWORKS documents, and their references.
Files r-r--;
SOLIDWORKS The SOLIDWORKS PDM add-in for SOLIDWORKS provides access

Add-in to control and workflow tools from within the SOLIDWORKS
application.
Where to Find It To use SOLIDWORKS PDM within SOLIDWORKS:

1. In SOLID WORKS, click Tools, Add-Ins and select
SOLIDWORKS PDM.
The SOLIDWORKS PDM tab appears in the Task Pane.
2. Open or create a part, assembly, or drawing to view
SOLID WORKS PDM file statuses.
3. Use the SOLIDWORKS PDM toolbar, which is located at the top
of the Task Pane, or right-click the file to access SOLIDWORKS
PDM functions.
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(-)Squ~feNut<:l> (l<:DisplayStatt I
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I,. i'" (-J 5qu3reNut<:2> O<:Oi5pl~yStah j

a
e local revision
(- 1B~ndin9 Head scr~<:.3> (1<:0is I Cneck~doutby
• if
I.~ii (-) Binding Heed Screw<:4> (1<:Dis

(-)SquoreNut<:3>(l<Dlsp!ayStat~
I z~ t y
~
OJ Cheeked
Wodcflowstate
cetie
~WorlcinProces5(CAD ..•
I ~ _'-_5-)S~~~~Nut<4> (l<:DisplayStau...-)
--==========;;::;=;;=;:~.
t"o C0f1fi9ur~tiof1 Teak
( L_.2~'__
Model .) r~~On~dic.c
I $Isometriet _ ~(X~);0~6:m;·Pt~;':O_--;";T:":kS~"~PP:'rt::F::~:m:.;;::-~
SOLIDWORKS UnderDefined EditinAssembly CU1torn"
96
Add-in Options Each user can set client options to control the display of file statuses.
,~
Where to Find It To set SOLIDWORKS PDM add-in options select Tools,

SOLIDWORKS PDM, Options ... :
• The Server tab allows users to set options for messages, file data
card display and other options.
~ Show warning message if modifying 11checked in file.

0Show Fill! dat! card when oewtne is Hived.
I1J activate the Custom properties (@) pag~ by default
[!'.l Prompt to the", out file it opened In read-only mode
During check out. also check out the derived documents that iHI!' opened: [ prompt .•. )
Show extra tree pane:

c----======:::;
[T"kP,n. Y[
Autom!ltiCill1yupdate the tree in the extra tree pane
L"tJ After if component's window has been activated.
~AftEr a component has been added, deleted or renamed,

RI After a component has been reloaded,
~ Aftera component has been supprused or un-suppreHed.
~ zrter tne get, ChECk out and the,1c In operations.
RelQad tree when ,elEct.lng il component that nes been unlQaded: I NEvEr Y[
vaun settings (SOUDWORKS PDM Profession1ll Only)
Vault:
Serial numbers:
Part [Assembly! Drawing [

o A.'A-:>m!litlcall"ln!lnH ne w rues with SErial number,
o !lutMHltkilUY neme
._.-===-----==-=~~~~~
ill"!s IJn $(i ••..:: as with sertet number.
Serial numben r:N-OTUSED)o__.__
Important! The Vault Settings section of the Server tab contains global vault
settings and can only be modified by the admin user.
For more information regarding SOLIDWORKS PDM options, refer to
the SOLIDWORKS help, Help, SOLIDWORKS PDM Help Topics.
97
• The View Settings tab allows users to control the display of

statuses and variable values in the task pane. Additionally, users can
modify column name and column order.
> I file. I vanebre : Child Qui(k Info
Options <!!IJ@Support Frame (Teak) @
~~ View Setting 1'-------- 1 '% @ Support_Leg (•..)
[tjArrow buttons jump to next file in the tree Inot the next row) .•. (@@ LowerBrace (De:fault) @
o Display tnstences
GlJ Display Instances
of parts
of assemblies
~e BraceComer (...)
~ @ BraceCrossBar ..
Display Information '% @ Plank ( •..)
Information to display: [ 0 file (Variable .•••1
'i § Hilt Head Screw (,..)
~0~D-i'P-I'y-.-"-n-od-e-ln-th-et-'ee----~~
i @) Binding Head Screw ..
o Di5play III preview
j' § Square Nut (...)
o Display In a column of lts own
Captlon: File I Variable
o Display as part of the file name column

Supporl1rame
r:m.,cl:«b:L =~·_3
EJ Optimized variable preview (Only read values from the SQL datebase ]
Display Status
RJ Show quick-info icon
~ Show Background Colors
111 Status Icon Badc:ground Color
Referencing a file version that is not the latest version CD

The local file 15 older than the tile In the vault {9 ••••••
The local file is newer than the file in the vault .(9
The File does not exist in the vault 0
The rocar nte Is of the same version as the file in the vault @
The file is edited in SOllDWORKS but not 5aved @
Checked in by another user during the current SOLIDWORKS Sf... .tv ~ Local version 1/1
61J Local revision
a Checked out by
m Checked out in
~ Workflow state /pWork in Process (C...

~==============~==========~
Check Out Files The Check Out command creates a writable copy of the latest version
of a file in the working folder of the file vault. By checking out a file,
SOLIDWORKS PDM ensures that no two users can simultaneously
edit the file.
Where to Find It To check out a file in SOLIDWORKS:

• Select the file in the graphics area, Task Pane, or FeatureManager
design tree.
• Right-click the selection and select Check out, or click
Check out [~ on the toolbar.
Note By default the client option Prompt to check out file if opened in
read-only mode is selected. When opening a SOLIDWORKS file you
will be prompted with an option to check out.
98
Files Containing If the files that you are checking out contain references to other files,
References the Check Out dialog opens to let you check out or retrieve the
referenced files also.
6l CheckOut b'ill~
Files to check out =;,-:: Show AJj Levels v 'i' It.... Ifj ....
.. -----~ -----------
Type File Name Wiunings Check out G., Localv'!;l. Checked Out By Checked Oul In
~ ,:;Support_Frame:.SLDDRW 0 0 111
<!il ~ Support_Frame.SLDASlVI E1J' E1J' 111
,
'If
<!il
Binding Head Scre:w,SLDPRT
Flat Head ScrewSLDPRT
~ Lower_Brace,SLDASM
0
0
0
0
0
0
111
1/1
1/1
~ '<;l8race_Corner,SLDDRW 0 0 V1
~ Brace_Corner,SlDPRT 0 0 111
~ Brace_ Cross_Bar.SLDPRT 0 0 111
~ 'lPlank,SlDDRW 0 0 1/1
~ Plank.SLDPRT 0 0 1'1
'Ii' Square Nut.SLDPRT 0 0 1/1
~ 1;1 Support_Leg.SLDDRW 0 0 1/J
~ Support_Leg,SLDPRT 0 0 1'1
CheckOUt II Cancel Ie Help I
Start Editing Depending on the file type selected, the corresponding application
(SOLIDWORKS, DraftSight, etc.) starts automatically when double-
clicking the checked out file.
Case Study: In this case study, we want to replace a part contained within a
Versioning Files SOLIDWORKS assembly. We will create an ECO document detailing
the files to be modified and the changes to be made, then make the
required modifications in SOLIDWORKS.
Login.
To begin this lesson, login with your manager login and password.
2 Find files affected by a change to the Knob, Burner.
Browse Projects\P-00002\CAD Files.
Select Knob, Burner.SLDPRT and select the Where Used tab to see
a list of documents affected.
[l Preview ~ Data Card @VeJsion 1.11 §:EBiIl of Materials ~ Contains 3 \,~'hereUsed
~ Version: A ("Revisions set by d;!!11!miS/ration'") .••. ~:; 500\'1 All Levels v trJ ~ lJ
JA <De not show configurations) .••. , Il1'l She" L., ee, Attached ~ j!'ill ~ [!,t ~ 'lK
Type FileName W ..• C ••• Q ... V ..• Ch ..• Ch ... Found In
~ ~ Knob, Burner.SLDPRT 1/1 I] C:\ACME\Project5\P·00002\CAD Files
<!I ~ Burner Panel Auembly.SLDASM 1/1 rn C:\£1.CME\Projects\P-00002\CAD Files
<!I ~ LP G~s Grill Assembly's:LDASM 1/1 CO C:\ACME\Projects\P-00002\C,o.,O files
~ LP Gas Grill Assembly Dra.. 1/1 OJ C:\ACME\Projects\P-00002\CAD files
99
3 Create an ECO.
Open a Windows Explorer window and browse the ECO folder.
Right-click and select New, Create ACME ECO.
Enter the following in the ECO data card on the ECO Info tab:
• Reason: Knob Replacement, Burner Panel Assembly
• Keywords: ECO knob burner_panel
• Disposition: Use Inventory
• Special Notes: New supplier
Check ECO Impacts:
• Bill of Materials
• Documentation
Make note of the affected files:
• LP Gas Grill Assembly.SLDASM
• Burner Panel Assembly.SLDASM
• LP Gas Grill Assembly Drawing.SLDDRW
Enter the following in the ECO data card on the ECO Description tab:
The existing Knob, Burner (CAD-00000057) is being replaced
with Knob, Burner - Marked (CAD-00000056) for all burner
panel assemblies.
File Data Cerd
i.5,~9..r0.~.~JLllil,-,D"",sc",,,,,,·PtiOi1l,,,on,,- ---, Document Status
ECO Ncmber: ECD-OOOOOOO1------ -- AeM ~ I Current State:
Beeson; Knob-Repl~~ement
BurnerP;eIAsse~l}' - "=:..= '"''''''::: I Checked outby:
Affects: 8urnerP.!J~~[A~~blySU)ASM--------- Ian Jones
~p Ga, G,;IA""mb~ D,awing.SLDDRW I
C-'~==~__
Impacts
Created By: len Jones Dete Iil2;"I'.J-.;:1s- Q"';- J

o Manufacturing
Approved :J Dete tJ 21' No" 16-' .~- [t] Bills of Materials
Disposition:
-----_._-
Use Inventory o Inventory
o Specification:5-
Special NewSuppiier
Notes' fll Documentation
\---!,;Fil=-<'o"'at""'''"'CaCCird----------------'-, 0 Other(tee notes:)
~ ECO Description ,-I ,
The eKisling Knob, 8 ••ener is being reoleced withKnob. Burner Marked tor all
burner panel esseroles.
100
Click Open File.
ACME
-~..
,=.... - ..
Engmeermg Change Order
o Manufacturing
bZIBills of Materials
DInventory
=======iECO Impacts
o Specifications
~ Documentation
o Other (see below)
Reason:
Affects:
Exit the ECO document.

4 Process ECO as a manager.
Check in the ECO document then Change State, Assign ECO with
the comment Please make changes as noted in the ECO., check
your login and select OK.
~ Do Transition 'Assign KO'
Change. state on files;'
Type rue Name Warnings Change state Version
ECO-OOOIJ0001.xml 2!2
~omment: Filter:
C:PC"le,-,,-m-,koC-:,h-,,-oe-,-,,-no-'te-:dC"'n-C:th-, E=C"'O.-------------Io bhutsch -----1
I ~bwhlte ;
Notification comment;
=~---------------~----------~-------~---.-- ~~:.n
ID msmth j
J
OK Cancel

Right-click LP Gas Grill Assembly.SLDASM and select Change
State, New Release.
Check LP Gas Grill Assembly Drawing.SLDDRW, LP Gas Grill

Assembly.SLDASM and Burner Panel Assembly.SLDASM.
101
Enter a comment: Make changes per ECO-OOOOOOO1, select your

usemame and click OK.
~ Do Transition 'New Release'
Change state on files: ~:: Shew All Levels .•.

1--.----------.----.-- .._-_. __ .
Type FileName Warnings Change state Version
~ vt.P Gas Grill Assembly Drawi ...

". 1/1
~ ~ lP G~~ Grill AHembly,SlDASM ". 1/1
<® 4 Burner Panel Assembly.Sl.D ..,
". 111
~ Knob, Burn",r.SLDPRT o 1/1
~ Panel, Table Top.SlDPRT o 1/1
~ .•• Door ASH~mbly.SLDASM o 1/1
~ Handle, D,SLDPRT o 1/1
~ Panel, Door,SlDPRT o 1/1
~ <qGrill Basin Drawing.SLDDRW o 1/1
~omment: Filter:
7.M~.~-'~h.-~-e,-p-e'~EC~O'~OO=OO=OO=O~1.------------------------------------
o bhcrsch
0bwhite
o msmlth
o sbrowo
-.
OK II Cercel 11r----:,.,.-:Ip----,1
5 Change users.
Log off as the manager and login with your usemame.
6 Set add-in options.
Start SOLIDWORKS and select SOLIDWORKS PDM, Options.
Select the View Setting tab and set the following values:
Display as Display in Display as part

Information to Display in
node in the column of its of the file
Display preview
tree own name column
Revision N Y N N
Version Number N Y N N
Checked Out By N Y N N
Checked Out In N Y N N
Workflow State N Y N N
Child Quick Info N N Y N
Configuration N Y N Y (x)
Description N Y N N
102
Set the Display Status color options as shown:

DisplayStatm
o Show quick-info icon

R1 Show BacKground COIOfS
r~=,--~-'tu-'----------------------------k-O"--B-"-k9-co-u'"-d--C~;--
[lJ Referencing a file version that is not the latest version

o The localfileisolder than the fileinthe vault
~ The local file is newer than the file In the vault
[!] The Filedoes not exist inthe vault

~ The local file is of the same version as the file in the vault
o The file is edited in SOLIDWORKS but not saved
flI Checked in by another user during the current SOUOWORKS se.; :;,
7 Process ECO as an engineer.

Read the notifications and review the ECO instructions.
In SOLIDWORKS, click File, Open.
Browse Projects\P-00002\CAD Files, select
LP Gas Grill Assembly.8LDASM, and click Open.
8 Check out files.
The Check Out dialog box is displayed.
The assembly is automatically selected for check out. Select the Check
Out boxes for both the related drawing and
Burner Panel Assembly.SLDASM and click Check Out.
?~~~~;I
/!) Check Out TI~
Files to check out & iG ~=Show AI! Levels .•.

Type
~
Pue Neme
~ LP Gas Grill Assembly Drawing.SLDDRW

Warnings cneck out
~
Got
ii1
local ver.
))1
Checked Out By
In~'nl
Check,d Out
~ • LP Gas Grill Assembly.SLDASM O!' litl 1/1

-,
l~!1
~ • Burner Panel Assembly.SLDASM O!' O!' 111
~ Knob, Burner.SLDPRT ill No check .. 0 0 1/1
~ Panel. Table TopSlDPRT ill No check ... 0 0 1/1
~ ~ Door Assembly.SLDASM ill No check ... 0 0 111
~ Handle,O.SLOPRT No check ... 0 0 lJl

<s, Panel, Door.SLDPRT 6) No check ••. [J 0 1/1
~ e GrdlBesin Drcr<ltlingSlDDRW ,; No check .. r.-J 0 111
~ Grill 9asin.SlDPRT Nc check .. U 0 1/1
~ A Grill Frame.SLDPRT &Nocheck .. 0 0 1.11
11. Cut-List-Itern l ill No check •.. 0 0 1/1

II- Cut-List-Item? &Nocheck •.. n fl 111
&Note: The file list contains 34 warnings I Checkout II Cancel II Help
103
9 Modify design.
Open the Burner Panel Assembly for editing.
Modify the assembly and replace the part (using the SOLIDWORKS
command Replace Components) Knob, Burner with the part Knob,
Burner - Marked.
Save the changes to Burner Panel Assembly and close the file.
The LP Gas Grill Assembly is updated.
Open the LP Gas Grill Assembly Drawing to update.
Notice the changes to the Task Pane.
The cyan background and the @ icon

mean the LP Gas Grill File I Variable
Assembly Drawing and ~'@@lPG;~'G;;iIA;;~';';;I::'{\:i@'@j'"

T ~ @ @ l.P G" Grill Asse., .(\)<§
LP Gas Grill Assembly in the local ..•.(${9SurnerPanelks ... §
cache have been modified but have not ~e Knob, Burner ...
been saved. %@Panel,Table,,,
. ~e Door Assembly §
The green background and the (l) , ~ @ Deer Assembly @
~ <§ Grill Basin
icon mean the
~ @ Grill Frame
Burner Panel Assembly in the c c---"'-------
local cache is newer than the version
in the vault.
10 Save modifications.
Save the changes to the drawing. Notice the changes to the Task Pane.
Check In Files After editing and saving a checked out file, check in the file to make it
available to all other users with appropriate rights.
Where to Find It To check in a file in SOLIDWORKS:

1. Select the file in the graphics area, Task Pane, or FeatureManager
design tree.
104
2. Right-click the selection and select Check In, or click

Check In a on the toolbar.
~ Checkio ~
_~_~~~_"~"'~Ch<cl<-=--=-'-"_.--:,\:-,
-Shzy-.-,,-, illd-'-. --v ~... [j... \
Type rae Name wammqs Check in Keep Checked Out overwnte t.atest vemon local uer. New uer, Checked Out By 'r~'!
~ ~ lP G~~ Grill~stmbly Do. o 0 ·/1 2/2 bwhite li='l
l!! .• lP G~s GrillAssembly .... o 0 ·/1 2/2 bwhite IL
~ ~ Bumer Panelnssem ..• o 0 ·/1 2/2 bwhite I
~ '""e·"",··,,·, ., 1i1 1i1
~ f-'~",,;T1~r~l,.;:.::. - 3/.l 1/1
c!!i:I •• ~. o- (,~~~.-,-:i:!!)-.
:H' 1.'1
~ i-iw'"i;~. f\,';~(J;\fjT
'"
i/i l/l
~ •..•,,', ",,'''''PT 1/1 1/1
,~=====A..
~ """Co"C'R' n
;;"",;';;;::'::::J!:=::;;;:;;<;;;;;;··--:==",,,,,.,=,_::::J
lJl 1/1
completed cl'wlQe!; per ECo-ooooDOOI.
Cneckll'l C.:IflCel
Note If the checked in file contained references, the new file version
remembers (in the file vault database) which versions of the references
were used so that when retrieving an earlier version of the parent file,
all referenced versions are retrieved as they were attached.
11 Check in files.
Select the SOLIDWORKS PDM tab in the Task Pane.
Select the LP Gas Grill Assembly Drawing and select Check In.
Enter the comment: completed changes per ECO-OOOOOOO1.
Select Close Files after Check In from the pull-down at the top of the
dialog.
'rype Warnings Chetk In Keep
~ J, LP G~~ Grill Asstmb~ D .. , g 0

~ J, LP G~s Grill Assembly , g 0
~ .• Burner PenelAssem . g 0 o ·/1 2/2 bwhite
~ :~f',~tc
S·vr'.~t·H~. VI III
~ iJ'''L' T),-,l~;0;).5 .. r:; lil l!!
<5:1 .• ;;'J(.' L,;''''f,(:.:Y:U:· ' :':i 111 1/1
~ C..J 1/1 1/1

~ •.'r.J.twfir
i~:n,t:_['·:) 1/1 1Il
~ ;)·jif 2~'if:.:COr-,,- :J t. 111 111
, c.:=::::::::>.' ..'__ -._-...-.'.-...-~-.-_-"'-."-;;;~,-._-

...-,.-...-...-_.-,
..-"_-"-".--.-_-"'-...-.,.-.,.-.,.-,
__
-..'..1
..................... _ ..._---
commert:
Click Check in to complete the operation.
105
Managing Local When a file is retrieved from the SOLIDWORKS PDM file vault, a
Cache copy is placed in the working folder or local cache on the user's local
hard drive. The user should manage the cache accordingly and remove
files from the local cache area when they are no longer required.
Files can only be removed from within the Windows Explorer
interface. Two of the methods for removing files from local cache are:
1. Remove Local Copy. This is an option in the Check in dialog.
2. Clear Local Cache. This is a separate command.
Remove Local Select Remove Local Copy in the Check in dialog.
Copy
S Check in
Fil~_toCheC.k~~:_
. . . ._ .. _ r- -'j;.::.'-SOO-.-"-IL~-~,-
•. 'ii'_i;T_~_, ~_._.
Typ~ FileName Wamlngs Check in Keep Chl':£ked Ou tlVllile Ldlest Ytuion tccetver.
Remove LOGli Cc,PJ Newl/!!I'"
~
~
~ 4
"llPG~)GrilIAmmbly..
~ LP G<I~ Grill Assembly.S
Burner P~nel AH~mbl...

..,
g
I!:J
IiJ
0
0
or
or
or
·!1
·/1
·/1
:~E
z!
~ !~nu0 fhHt1~'. Had. :.J g 1/1 1/
~ .,:;r,.•i T~bl<:,-r,~p~L ~j y] g 1/1 if

~ 4 [!~<;JI ,A,;,~rl",t;iy_:;Lti.!\~" -J (J g VI
~ H;':;1j;~,:'SLcnir ::1 g "'1 V
~ '·,c."h" •.'l[WRT u [J g VI 1/
g
~ (;r;a tkm.::W~RT fJ 0
P 111 li_
~L _ ~._ __.,~ .----....-...----~~~-II

~omment:
Cho<kin II cercer II Holp
Clear Local Cache Clear Local Cache removes all locally cached Tools ~
files that are not checked out from the selected -£:<: Favorite Searches
Q Cards
folder and its subfolders. Search
.Ii. Notify
• From the navigation pane, right-click a folder @J Inbox
and select Clear Local Cache. ~ Copy Tree ..,
• Or, from the file view, select a folder and 'iill Move Tree ..,
gj) Clear Local Cache
select Tools, Clear Local Cache. ~
tlIJ Items
Work Off-line
Report Generator
e Adrninlstrlltion
Update References •.•
~-.---.------'
Working With File When opening a file, the system always retrieves the local version. If
Versions there is no local version of the file, the system retrieves the latest
version from the file vault.
To retrieve an assembly as built, you must use the Get Version
command to retrieve the correct version of the assembly and its
references.
106
To retrieve the latest version of an assembly and the latest version of its
components, you must use the Get Latest Version command to
retrieve the assembly and its references.
Important! The Check Out command always retrieves the latest version of files
regardless of how it was built.
In-Context There are times when modifications made to a part or a sub-assembly
References impact a parent assembly or the files within the parent assembly. One
such example is the use of mirrored components.
SOLIDWORKS PDM alerts you to these changes when you work on
the parent assembly. A warning message appears listing the affected
files.
To update the assembly, you need to check out and update the affected
files, then update the assembly and version the modifications.
12 Open assembly as-built. File I Yarlable : Child Q.I ~
From SOLIDWORKS, click File, Open. I <® § lP Gas Grm Assembly (0.10... §
~ § Grill Frame {Default<As ...
Browse Projects\P-00002\ <SJ @Wheel,l03mm (,,,)
CAD Files, select ~ @)Wheel, Caster (...)
(f$ @ Panel, Right Side (Defa ...

LP Gas Grill Assembly.SLDASM, and
<SJ @ Panel, left Side (Oef.u~)
click Open. ~ ($@ Door Assembly (Default) (§)
•. ~ @ Door Assembly (Default) @
Click Cancel to open the assembly c!!;b e Panel, Floor (Dcl"ault)
without checking out. ~ @) Panel, Top 8e2EI (Oeteu ...
•. '®@PropaneTankAs'iEmbly .. @)
The file is opened with the latest version <Sl @ Henote, Cart (...)
of the Burner Panel Assembly and the ~ @) Panel, Table Top {Meat ...
Task Pane displays the current status of ( 1_ _ III::=::::J

the files.
Right-click the Burner Panel Assembly in the Task Pane and select
Get....
Select version 1 and click OK.
Get C:\ACME\PrQject:s\.,\Bumer Panel rusembty'sLDASM
Selectthe version of the file you want to get.

vernon User Date Action
I:Jwhite 21 Nov 16 13:02:40 Checked In

1 Admin nOd 1613 29:42 Created::~t~~'~", •.~
Comment:
107
The Get dialog shows which version of each reference will be

retrieved. (In this case version 1 of 2 as signified by the Version 1/2).
Selecting from the pull-down icon at the top of the dialog determines
how the references will be retrieved: Referenced version (as-built) or
Latest version.
!ill Get
Files to get
Warnings: Get local v ..• Version
g V2 1/2
0 1/1 1/1
0 1/1 1/1
Get l~nceoc==J L Help
Click Get to complete retrieving the as-built version of the assembly.

The status of the Burner Panel Assembly is reflected in the Task
Pane.
Select the Burner Panel Assembly and click Get Latest Version.
Click Get to complete retrieving the latest version of the assembly.
Workflow After completing the design changes, we will change the state of the
files and submit them for approval. We will then login as a manager to
approve the changes and complete the ECO.
108
r=>

13 Submit for approval.

From the SOLIDWORKS Task Pane,
click Change State, Submit for
Review.
The LP Gas Grill Assembly will already be checked. Check the

LP Gas Grill Assembly Drawing and Burner Panel Assembly.
Enter comment: Design changes completed per ECO-OOOOOOOI
and check your manager.
~ Do Transition 'Submit for Rev iew'
Change state files. It It 'l.' Shew"" Level, ~ V Ii>t~ [I!Il~

---- ---
0fI
---- -- --- - -- -------- ----- ---

Type File Name Wamings Change state Version .•.
~ 'Q LP Gas Grill Assembly Drawi .., e 2/2 l:.:

t!!I ~ lP Gas Grin Assembly,SLDASM 0" 212
~ 4 Burner Panel Assembly.SLD... E!f in
~ Knob, Burnet- Marked.Sl... & File is in wrong state. 1/1
~ Panel, Table Top.SlDPRT .& Fil~ is in wrong state. 1/1
~ 4 Door AHembly.SlDASM ill File is in wrong state. 1/1
~ Handle, DSlDPRT & File is in wrong state. ..J 1/1
=c~o_mm_'n--,t',--_---,----,--,---,-,-,.,----,-,-,----- FlIter:
Design changes completed per ECO-OOO00001. ilif'Jones
---- ---L _
j Djwilliams
rfotification comment:
&Note: The fjle li!>tcontains 34 w.!rl"lir.gs! OK Cancel

II Help
Click OK to complete change state.

Close SOLIDWORKS.
14 Approve changes and complete ECO.
Log off as the engineer and login as your manager.
Read the notifications and discard.
Browse Projects\P-00002\CAD Files, right-click
LP Gas Grill Assembly.SLDASM, and select Change State,
Release Documents.
Enter the comment: Approved for release and click OK.

Notice the LP Gas Grill Assembly revision auto-increments to E.
The Convert task will create PDF files for all drawings and place them
in the vaults root-level PDF folder.
Browse the ECO folder, right-click ECO-OOOOOOO1 and Change
State, Complete ECO.
Click OK to complete.
109
Exercise7 SOLIDWORKS PDM
Versioning SOLIDWORKS Files
Exercise 7: In this exercise we will modify and version SOLIDWORKS

Versioning documents.
SOLIDWORKS
Files

3 Start SOLIDWORKS and add-in.
Start the SOLIDWORKS application and turn on the SOLIDWORKS
PDM add-in. Locate the SOLIDWORKS PDM tab on the Task Pane.
4 Version a SOLIDWORKS part and drawing.
Browse Legacy Designs \ PRJ -XXXXXX\ Tool Vise and open tool
holder.SLDPRT in SOLIDWORKS.
Check out the part.
Add a hole in the top face.
Open and check out the related drawing
(tool holder.SLDDRW).
Save the files and check them in.
5 Version a SOLIDWORKS assembly and drawing.
Browse the Tool Vise folder and open tool vise.SLDASM and tool
vise.SLDDRW in SOLIDWORKS.
Perform the steps necessary to update and create a new version of the
assembly and drawing.
Get a previous version of the assembly.
Check out the assembly to get the latest version of the assembly.
8 Undo check out.
Undo the check out of the assembly.
9 View history.
View the assembly and part history.
110
Appendix A
The following topics are covered in this appendix:

• Modify and activate computed BOMs.
• Create and modify named BOMs.
• Check in BOMs.
• Compare BOMs.
111
Appendix A SOLIDWORKS PDM
Bill of Materials A bill of materials (BOM) is a tabular listing ofthe components of a

(BOM) SOLID WORKS assembly, drawing, or weldment part.
Bill of Materials View on page 24 covered the types of SOLIDWORKS ~
PDMBOMs:
• Computed
• Named
• SOLIDWORKS
• Weldment
• Weldment Cut List
The table below provides guidance in determining which BOM best
suits your needs:
Edit in BOM Submit to

Type Used when:
view? Workflow?
Computed References (BOM rows) are added/ Some - minor edits No

deleted/modified in SOLIDWORKS only (override
FeatureManager tree. quantity, modify
Property values are modified in data card
SOLIDWORKS properties or properti es)
SOLIDWORKS PDM data card.
Columns are added/deleted/modified by
SOLIDWORKS PDM administrator only.
CAD References (BOM rows) are added/ No No
deleted/modified in SOLIDWORKS
BOM table.
Property values are modified in
SOLIDWORKS BOM table.
Columns are added/deleted/modified in
SOLIDWORKS BOM table.
Named References are added/deleted/modified in Yes - but lacks Yes

BOM view. Excel-like
Property values are modified via BOM functions (e.g.:
view. summation)
Columns are added/deleted/modified in
BOM view.
Excel Excel functions (e.g.: summation) are No Yes
required.
Support current customer methodology.
112
SOLIDWORKS PDM Appendix A
Modify Computed Computed BOMs list the components and sub-assemblies in a SOLID-
80M WORKS assembly or drawing. They are recalculated each time you
view them. If you check in a changed assembly or select a different ver-
sion or configuration, the computed 80M is updated when you view it.
Computed BOMs reflect exclusions you make in SOLIDWORKS files.
Components marked as Exclude from bill of materials and child com-
ponents excluded from sub-assemblies do not appear.
You can check out selected items that are listed in a computed BOM,
and modify data values for these items. The computed 80M is updated
when you check in the assembly document. If you edit properties or
quantities in a computed BOM, the BOM is updated when you save it.
However, you cannot:
• Add items to a computed BOM.
• Check in or check out computed BOMs.
• Route a computed BOM in a workflow.
Note Access rights assigned by your administrator determine whether you

can view a computed BOM.
Important! You can only edit a computed BOM ifit is set to Latest. A 80M using
the As Built setting will not allow manual editing.
Illl BOM T
Em Not ,Il;ctiv~,ted T
'\l!~Indented T
Procedure To edit a computed BOM and save the changes:

1. Check out the assembly used to create the BOM.
2. On the Bill of Materials tab in the file view, select the computed
BOM Em and modify the property values.
3. Click Save BOM ~ T, and select Save.
To recompute a BOM for multiple configurations:

1. Click a document in the file view and select the Bill of Materials
tab to open a BOM.
r-
2. Select a configuration from the Configuration list.
3. Optionally, save the BOM under a new name (creates a Named
BOM).
r=>
r-r--;
r--.
113
Modify Computed SOLIDWORKS PDM stores references to file properties in the

80M Quantity database, including:
• Reference Count (computed quantities), which can be overwritten
in computed BOMs.
• Referenced properties, such as values of selected variables.
Users can edit referenced variables that are displayed in computed
BOMs after checking out the associated assemblies.
Note The administrator can change the name of the Reference Count
column in a BOM. See your administrator to find out which column
represents part quantities or other referenced variables.
Procedure To edit quantities of a computed BOM:
1. Check out the assembly used to create the computed BOM.
2. Click a cell of the Qty (quantity) column in a computed BOM and
change the quantity.
3. Save the BOM.
To reset the quantity in a computed BOM:
1. Check out the assembly used to create the computed BOM.
2. Modify quantities in the BOM.
3. Right-click a cell that has a modified quantity and select Use
Computed Quantity. (The quantity reverts to that ofthe most
recently saved activated BOM.)
4. Save the BOM.
Activate To activate a computed BOM in the Bill of Materials View:
Computed 80M
• Select the computed BOM ~ for I!i3 BOM· ~ Activated •
an assembly or drawing from the ~~ Indented .••. I.~ Activated I

BOM list and select Activated. ~Sh.O'''''Tree .••. II~t~1
Note Access rights assigned by your administrator determine whether you

can activate a computed BOM.
Case Study: This case study will illustrate how to modify the property values within
Modify a a computed BOM.
Computed 80M
Modify part description and quantity.
Select the ACME vault and login as your manager.
Browse Projects\P-00004\CAD Files\Support Frame.
Right-click Support_Frame.SLDASM and check out the assembly

and Square Nut.SLDPRT.
114
Select Support_Frame.SLDASM and select the Bill of Materials tab.

Select Latest to view changes. ffilBOM- mi NotA.cti'leted .•.
'i~Indented ••. Hide Selected .•.
Modify the Description field of the Square Nut.SLDPRT from

Square Nut to Square Nut, Purchased.
Modify the Qty from 8 to 12.
, Square Nut.SlDPRT ijones 148.21 KB Toolbox Part Document Work in Pro... 06 Nov 16 10:0... <LWS-XEl-SW... CAD Files CAD·"
~support_Frame.SLDASM ijones 264.48 KB SOLIDWORKSAssembly 0 .., Work in Pro.; 06 Nov 1610:0 .., <lW5-XEl-SW... CAD files CAD·" •
(t:=~--:------------·--:-'-II-.-------------~---------!
----- ---- ---------------- --
[l Preview ~Dat3 Card @VersiOri li1 ~Bill of Materials rfbConreins is \'k.ere Used
§':!lOOM- 1m Not ActivClted .••. @ S-1l1=.!:,:rt]rcT.;.SLC.~-:i.:

~~ Indented ..,. Hide Selected'" b Version: 1 I'<Created>') .•..
~_s:-~:._~~~~",
..1 ~ Latest .••. l~.t~k.
8--~ Support_Frame.SLDASM Type File Name Document Nu ... Description Or<l'.'1ing Num ... Q.tv Revision State
o
:-.-.-~ Lower_Brace.5LDASM
~ Fli!lt Head Screw.SLDPRT DOC-00000114 FlatHead Screw CAO-00000096 Work in Precess
~ Support_Leg.SLDPRT 00(-00000122 Support Leg CAD-00000l04 Work in cr ccess

~ Square Nut.SLDPRT 00C-00000118 rl
S-qU-'-"-N-u- r, -Pu-,-'h-,,-.-d ----,1 CAD-OOOOOlOO Work in Process
~ Lower_Brace.SLDASM DOC-00000115 lower Brace Assembly CAD-OOOOoo97

~ Work In Process
~ Brace_CroH_Bar.SlDPRT DOC-00000113 Cross Bar Brace CAO-0000009S Work in Process
~ Brace_Corner,SlOmT DOC-00000112 Corner Brace CAD-00000094 Work in PrOCf55
~ Binding Head Smw,SLDPRT DOC-00000ll0 Binding Head Screw CAD-00000092 Work in process
~ Plank.SLDPRT 00C-00000117 Grill Side Table Plank CAO-00000099 Work: in Process
2 Reset quantity.
Right-click the modified quantity, and select
Use Computed Quantity (8).
Click Save 80M f!J., and select Save.

Check in the assembly and part.
115
Create Named Users of SOLID WORKS PDM Professional can save computed BOMs
80M and SOLID WORKS BOMs as named BOMs. Create named BOMs to
take a snapshot of the BOM for an assembly or drawing. You can check
in and check out named BOMs, modify values, and add items to the
BOM.
For example, you can add items such as glue to a named BOM, even if
you do not include glue in the original SOLIDWORKS assembly.
A named BOM has the same column configuration as the BOM from
which it is derived. A named BOM is treated as a stand-alone docu-
ment. If you update the assembly or the assembly bill of materials
table, you need to update the named BOM to reflect the changes.
You can use named BOMs to save a specific configuration or layout for
an assembly or to save a BOM in a particular format.
You can use a named BOM in a workflow. For example, your
SOLIDWORKS PDM administrator can set up the workflow to route a
BOM through a lifecycle process as it is viewed and approved by dif-
ferent members of your product team.
Procedure To save a computed BOM or SOLIDWORKS BOM as a named BOM:
I. Select a computed BOM Em and or a SOLIDWORKS BOM ~.

2. Click Save 80M ~ .•., and select Save As.
3. Under File name:, accept the default location or select a new
folder.
4. Type a name for the BOM.
5. Click OK.
Modify Named
80M
Procedure To edit a named BOM:
1. From the file view, select an assembly and the Bill of Materials tab.
2. Select a named BOM (lil or F) from the BOM list.
3. Click Check Out ~
4. Edit the BOM:
• To edit a cell, click in the cell.
• You can also add rows, hide rows and columns, add columns,
modify columns, add position numbers and update the BOM.
5. Click Save 80M ~ .•., and select Save.
Note SOLIDWORKS PDM Standard does not allow the creation of Named
Bills of Materials.
116
Case Study: This case study will illustrate how to modify the property values within
Create and a named BOM.
Modify a Named
BOM
1 Create the named 80M.
Select the ACME vault and login as your manager.
Select LP Gas Grill Assembly.SLDASM and select the Bill of
Materials tab. Ensure the selected bill of material is MGR·BOM.
Click Save BOM Ell,.., and select Save As, enter

LP Gas Grill Assembly-BOM-MOD as the filename and select Save.
State Modified Checked OutIn Categoty
Released 21Nov161'M", CAD File~ l,.~J
Released 21 Nov16 19:4". CAD Fib
Illi- Ii,t fQ ~ Oli @ 8J !~~@)

flijlJersion; 1 ['<Created>") ..•.
Type fileName nescupuon QTY Matelial

~ Panel, Table Top.~LDPRT
~ Wheel,103mm.SlDPRT
~ Grill B~5in.SLDPRT
~ Grill Manifold.SLDPRT
~ Pan~l, L~ft Sid~.slDPRT
~ I Propane Tank A5Iembly.SLDASM
% vefve Gu~rd.SLDPRT
~ Prop~ne V~lve AI~embly.SLDASM
~ Knob, Gas Valve.SLDPRT
~ Vallie Body.SLDPRT
~ Tank Body.SlDPRT
~ Grill Fr~me.SlDPRT
~ Burner P~nel A~5embly.SLDASM
% P~nel, Table Top.5lDPRT
~ Knob, Bumer- Marked.SlDPRT
l& Grill Gr~te.SlDPRT
t::b H~ndle, Cart.SlDPRT
(g, P~nel, Re~t.SLDPRT
~ Grill Grate,SlDPRT
~ Wheel, (;oster.SlDPRT 00(-00000033 heel, Caster
~~~~~~~1~~~~
Door A»embly.slDASM
~~~~~~~r~~~F~~~~~F DO<:-00000055 nccr Assembiy
Panel, Door.SlDPRT 00(-00000070 Panel, Door

~~~~----~~~~~f~~~--~F
~~~~~~~~~~'~~~~~F
~
Handle, D,5l0PRT 00C-00000064 Handle, D
~~--~~--~r~~~r~~----~F~~~r~r~~~F~~~~~
Paml,Floor.SlDPRT DOC_00000071 panetHoor
~ Panel, Top Bezel.SlOPRT

L-~ "~DOC-OOOOOO76~L~~Panel,TopBezel ~L __ ~~L-~~ ~L -"
Sijones
117
2 Modify columns.
Select the State column, right-click and select Hide Column.
Select the Description column, right-click and select Insert, Column
Right.
• Set the Variable: value to Weight.

• Set the Name: value to Weight
• Set the Default Width: value to 70.
Click OK.
Select BOM Column
Select ~ column
verable: S!W=eioh='=======,-!
Name: W~ight
A10nmen','=!L.=ft==-- ....J-!
Defaclt
wid,", 7D1
Select the last part in the BOM, right-click and select Insert, Row
Below.
Select <File Name> in the new row and enter Lubricant.

• Enter PUR-98-347 for Document Number.
• Enter - for Qty.
• Enter SAE 75W-140 for Description.
118
3 Save the 80M and add position numbers.

Click Save 80M Iii"" and select Save. (The Weight column will
populate on Save.)
Name File Type: Stete Modified
Grill As~~m~ly Dra~i . 234.22 KB SOLIDWORKS Drawing Do... Released 21Nov 1619:4 .
Grill Assembly.SlDA . U6 MB SOLIDWORKS Assembly D... Released 21Nov 1619:4 . CAD Fil~...,-
~Oata Card@Version 313 ~ C~mtairtS ~ ~~ec:U:::,ed,,-._~

Q lPGas Grill Assembly-BOM-MOD.... c® LP Ses GIll! ;:'.s!<errot:,,'SLD.L.SM
b Version: 1 ('<Crea1ed>') .••. i0 'iao;.,. En ~
if<' Defoe!t
Type FileName Document Nu... Description
~ I P~r.~I, T~ble Top.<;LDPRT II DO(-00000075

% I Wheel, l03mm,SLDPRT II DO(-00000082
~ Grill B<lsin.SLDPRT DO(-00800057
~ Grill Manifold.SlDPRT
(ib Panel, Left Side.SLDPRT DO(-00000072 Panel, Left Side
t® ! Propane Tank Assembly.SLDASM II DO(-00000077 I Propane Tank Assembly
~ Valve Guarc:l.$LDPRT DO(-00000081 Valve Guarc:l
~ Propane Valve Assembly.SlOASM 00(-00000078 Propane Valve Assembly
~ Knob, Gas Valve.SLDPRT 00C-00000067 Knob, Gas Valve
~ Valve Bocty.SlOPRT OOC- Body
~ Tank Body.slOPRT 00C-00000079 Tank Body
~ Grill Frame.SLDPRT DO(-00000058 Grill Frame
~ Burner Panel Assembly.SLDASM
~ Panel, Table Top.SLDPRT
~
~ Grill Grate.SlDPRT
{ih Handle, (art.SLDPRT
~ Panel, Rear.SlDPRT
~ Grill Grate.SLDPRT
~ Wheel, Caster.SLDPRT
~ Panel, Right Side.SlDPRT
~ Door Assembly.SlDASM
~ Panel,Door.SlDPRT
~ Handle, D.SlDPRT
~ Grill Lid.SLDPRT
~ Panel, floor.SLDPRT
~ Panel, Top Beze.I.SLDPRT
o lubricant
&ijones
Select Position Numbers <J.5, set Start Position Numbers L!l~j

At: to 1 and set Increment: to 1.
Start At;
Click OK. Increment:
('ljShow position numbers
[J Do not change cocaon numbers
1111
Click Save 80M Eli"', and select Save.

Name Checked Out By Size File Type State Modified Checked OutIn Cateqcry Number A
~lP Gas Grill Assembly Dr~wi . 284.22 KB SOLIDWORKS Dr~wir1g Do.. Released 21 Ncv 1619:4 .., CAD Files CAD-OOOO
~lP Gas GriIlA~~embly,SLDA . 2.26 MB SOLIDWORKSA5sembly D... Released 21Nw1619:4. .. CAD Files CAD-OOO.
.c J
I), Preview ~DataCafd @Versioo1l3 ~BiJJ of Materiels &Cootains rg \.'l/Mre Used
ra lPGas Grill Assernbly-BOM-MOD... @ lP Ges Grin .~5~,.l:.!'i.SLC..;..sM
b Version: 1 f <Crested>") .•. g '.e:SJ:;,r.:Et "~
i~ D.I;o,'1
oO(U ment Nu... Description Weight L.. Nu mber QTY Material
~ 1 00(-00000075 Meat trey AISI 316 Stainless Steel Sheet (55)
~ 2 00(-00000082 NEOPRENE
~ 3 lDPRT 00(·00000057 erevcesnron
~4
~ 5
~ld~.S~l~DP;R;T~::::~~~~~~~~2!~~~::::::
Side.$tDPRT DO(-00000072
~ 6 Prop~ne Tan~ ASH:mbly.SLDASM DO(-00000077
<!!I
r;(!b
§6,1 Valve Guard.SlOPRT
Prop~nevalveAssembly.SLOASM
Knob, Gas V~lve.SLDPRT

00(-00000061
00C-00000078
00C-00000061
Propane Valve Assembly
Knob, Gas Valve

0.48
0.06
CAD-00000073
CAO-00000062
1 Alloy Steel (SS)
1 N/A
1 Cast Alloy Steel
~ V~lve Body.SLDPRT 00C-00000080 Vallie Body E:J CAD-0000007S 1 BraH
~ 6,3 Tank Body.SlOPRT 00C-00000079 Tank Body ~(AD-00000014 I

1 Alloy Steel (SS)
~ 1 Grill Frame,SlOPRT 00C-00000058 Grill Frame ~(AD-OOOOOOS3
~ 8 Burner Panel Am~mbly,SlDASM ~ CAO-00000049
~ '.1
~ F8~.,~~~~F~~--~~~~~~~~~
~ I-'~-~
~ I-'"~O~_~~
: ~::~::::::~:::::::::::::::=-~F~~~-
~ F'~3~_~~r ~ __~~ __
~ i.
<!!I ~~~I~~~~--~f~~~F~~~~~E~~~~~~F~r.~~~~~
~
\!ll
~
~
~ f="~8~_~_
U L"_9 _"L _"L ~L _"L JL_ ~L_~L_ ~
e ijone5
Click Check In e, enter a comment and select OK.
-,
120
Compare 80M You can compare any of the BOMs listed on the Bill of Materials tab or
you can compare different versions of the same BOM.
After comparing two BOMs, you can open the BOM comparison data
as a .csv file.
When you compare two BOMs, the union of all entries from both
BOMs appears in the BOM comparison. Colors indicate differences
between BOMs.
• Green indicates an added column or row.
• Orange indicates different values in a cell. Square brackets show
the value in the BOM you selected for comparison.
• Red indicates a deleted column or row. Square brackets indicate
data in the BOM you selected for comparison.
Procedure To compare two BOMs:
1. Click Compare!? on the Bill of Materials tab.

The toolbar options on the Bill of Materials tab are rearranged.
• The left column shows the BOM, version, and configuration
that are the source of the comparison. This information is read
only.
• The center column lets you choose the BOM, version, and
configuration to compare.
• In the right column, the Compare BOM button changes to
I"it- Close comparis~~'l
To return from a BOM comparison to the original BOM:

1. Click Close comparison.
For More Refer to the SOLIDWORKS PDM Help section titled

Information Bill of Materials.
121
4 Compare BOMs.
Select LP Gas Grill Assembly.SLDASM and select the Bill of
Materials tab.
Select Compare ~.
Select LP Gas Grill Assembly-BOM-MOD from the BOM pulldown.
~LP G~s Grill Assembly,SLDAn. 2.26 MB SOLIDWORKSAssembly D... Released 21 Nov 1619:4 ..,
,-C=_ - .._....~.~~
D.Pre\;ew ~DataCard @Version3l3 mlBiUof Materials BiConlafflS ~\'.JhereU5ed
EmMGR-BOM !IB LP Gas Grill.Assembly-BOM-MOD •. i

..•.
50' ':,.,;'" E, ) !/Ijlil lP G" Grill Ammbly-BOM-MOO I

~ Co, ,. §'il MGR·BOM ~
- 'd" ! §'il BOM
Type File Name ""''--''-'--'---''Oo::O,::Cum=.;;;n'" N"'u-'-
..-. ---'<Oemiption Number QlY Siale
~ Panel, Table Top.SLDPRT 00(-00000075 Meat trey CAD·00000010 1 Released
~ Wheel,103mm.SlDPRT 00(-00000082 Wheel,103mm CAD·OOOOOOl1 2 R~le::l~ed
~ Grill B!!I~in.SlDPRT DOC-00000057 Grill Ba:!ln CAO-OOOOOOS2 1 Released
~ Grill Manitold,SLDPRT 00(-00000062 Grill Manifold CAD·QOODODS? 1 Released
Select Version: 2 from the version pulldown list. Iii LP Gas Grill Assembly-BOM
VerstOO; 2 n ....
I--H~c::-,-,,-t'-:d->--"I
The compare results are displayed with the red color indicating that the
Lubricant item, the Position No. and Weight columns do not exist in
version 2 ofthe LP Gas Grill Assembly.
I), Preview ~Da!aCard @VersionJl3 1mBill of Materials RContains 3 VJh.eraUsed

Et3 HGR-E'JM.... ~ LPGas Grill kosembly-BOM-MOD ••.
~ .ers.c- E ') VHsion:2(J .•. iii Close comparison
j
Type FileName Document Nu ... Description Number QlY State Matellal Position No. Weight
<fu Panel, Door.SLDPRT DO(-00000070 Panel, Door CAD-OOOOOO55 1 Released ,l1lS1 316 Stainle~~ Steel Sheet [SS) [15.1] [2.09]
~ Handle, D.SlDPRT DO(·00000064 Handle, 0 CAD·OOOOOOS9 1 Released Chrome Stainte s s Steel [15.2] [O.15J
~ Grill Lld,SLDPRT DO(-00000061 Grill Lid CAO-OOOOOO56 1 Released GrayCastIron [161 [73.34J
~ Panel, Floor.SLDPRT 00(·00000071 Panel, floor CAD-OOOOOO66 1 Released ,l1lS1 316 Stainless Steel Sheet (5S) [11] [5.791
~ Panel Top 8ezel.SLDPRT DO(-00000076 Panel, Top Bezel CAD-OOOOOO11 1 Released ,AJSI316 Stainless Steel Sheet (55) (18 J [1.251
Q l,tubriCant] I[PUR.9a.l'71 1[75W-14OI I [II 119] ~
Select Close comparison to end compare.
122
Index
A G T
access rights 8 get tab
latest version 60 bill of materials 24
B version 60 contains 27
bill of materials 24,112 preview 21
BOM 112 H version 22
compare 121 history 62 where used 28
computed 24
named 24 L U
Solidworks 24 log in \3 undo check out 61
weldment 24 log off 31 user defined references 66
C M V
cache 8 Move Tree 72 vault 8
check in 39 vault view 8
check out 54 N version 66
color offolders 14 notifications 10, 90 version tab 22
compare BOM 121 versions 10
coucepts 6 p view history 62
contains tab 27 paste shared 72
copy tree 70 preview tab 21 W
where used tab 28
D R Windows user interface 16
data card 10 references workflow 9
check in 47 working folder 8
F check out 99
favorites 84 revisions 10
file
check in 39 5
check in file with references 47 search 78
check out S4 favorites 84
check out file with references 99 share file to another folder 72
file data card \0 SOLIDWORKS add-in 96
file mode SOLIDWORKS rOM
checked in 36 cache 8
checked out 36 concepts 6
private (local) 36 working folder 8
file vault 8
file versions 66
file view 18
folder colors 14
123
Index
SOLIDWORKS PDM
,r---.,
r--"
r=>.
~
,----,.
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----,
~
,-----"
124 ~
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Answer: A Certified SolidWorks Professional
Get trained, get tested, and join our worldwide community of proven talent.
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SOLlDWORKS PDM Components 8

Bold Sans Serif SOLIDWORKS and SOLIDWORKS PDM

Typewriter Project names and file names appear in this

Double lines precede and follow sections of

Upon successful completion of this lesson, you will be able to:

SOLIDWORKS SOLIDWORKS PDM is comprised of the following required

• SOLIDWORKS PDM Database Server

• SOLIDWORKS PDM Archive Server (file vault)

• SOLIDWORKS PDM Client

Typical multi-site installation

F;le Vault Server

SOLID WORKS PDM Professional also has the following optional

SOLIDWORKS These are the key components of SOLIDWORKS PDM.

Files stored in the vault become 'smart' when additional property

Notifications Notifications are messages sent to users or user groups. The

Upon successful completion of this lesson, you will be able to:

SOLIDWORKS SOLIDWORKS PDM offers both a Windows-based integration and

Organize... Share with .•. New (aide

~L;b"d" 1 }i~ UIntel W I!

The client view is identified by a large SOLID WORKS PDM

Logging In Before using SOLlDWORKS PDM to manage files, login to the

Select Log In to show all available file r-®-. H-elp ----- -,

click Log In.

The folder is in a vault and you have access to the

The folder is local and does not exist in the vault

The folder is a local folder that is not in a vault.

SOLIDWORKS The following views are displayed inside Windows Explorer:

I!ilio DATA([,) Date

User Interface The user-interface includes:

• SOLIDWORKS PDM menu bar

[j] Shared Folder sync~ r::r Editwith Nctepad+»

7-Zip f:) Convert to Adobe PDF

& Check out

Send To ~ Change State

3t: Cut ~ Change Category

Paste shared SortSy

2 Browse folders. A (~ACME

3 View Folder/File Data Card tab.

Name Checked Out By Size File Type State Modified Checked I

[lPrelliew ~DataCard .•.

4 View project files.

Name Name of the file (or the folder)

Size File size

Category Displays the file category, Files in a

In addition to these standard colwnns (which cannot be changed or

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~Full_Grill_Assembly.SlDASM 4.3.. SOLIDWORKSAs... Released 31 Oct 16 ... CAD Files CAD-OOID

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Grill Type: SiandupLPGas Version: Reference

Doc Number: 00C-00000019 Drawing Number: CAD-00000019 Drawing Type

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Layout/ SOLIDWORKS PDM recognizes any layouts stored in DraftSight®

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