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F Gontents
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F lntroduction
F Course
AboutThis ..........2
f, Prerequisites
CourseDesignPhilosophy
......2
.......2
F UsingthisBook. ........2
F LaboratoryExercises
AbouttheTrainingFiles..
.....3
.......3
F ConventionsUsedinthisBook .........3
F Windows
SOLIDWORKSPDMStandaTd
.... .. ...3
.........4
F MoreSOLIDWORKSTrainingResources. .........4
F LocalUserGroups .......4
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Contents
SOLIDWORKS PDM
Lesson 1:
SOLIDWORKS PDM Goncepts
pDM
TheFundamentalsof ..........6
SOLIDWORKSpDM?
Whatis ......6
SOLIDWORKSPDMOveTiew .....6
SOLIDV/ORKSPDMModules ......6
SOLIDWORKSPDMComponents ......... g
File Vault
ViewofFileVault. """8
WorkingFotder1cacnlj.................... :............ 3
AccessRights. .......... g
SOLIDWORKSPDM'Smart,Files.. ..........8
SOLIDWORKSPDM.Smarl,Folders .........g
FileDataCard.. .........9
FolderDataCard. ........g
Workflow ........9
Notifications .....10
VersionsandRevisions...... .........10
Lesson 2:
SOLIDWORKS PDM User lnterface
SOLIDWORKS PDMUserInterface. . . . . . . . 12
Getting Help . . 12
The Explorer Window
t2.
Loggingln..... 13
Case Study: Exploring SOLIDWORKS pDM 14
SOLIDWORKS PDM User Interface Layout 15
LoggingOut... 31
Exercise 1: Explore SOLIDWORKS pDMUserlnterface . . .
. . . . . -),
Lesson 3:
Document Creation and Check ln
DocumentCreationandCheckln..... .....34
CreatingNewFolders andFiles ........34
CaseStudy:CheckinginDocuments..... ........ 35
AddExistingFiles. .....38
DocumentCheckln .....39
Create Files andFolders fromTemplates. . . . . . . . . . . . . 44
AdvancedDocumentCheckln. .....4j
ChecklnFile... ........4j
Case Study: Checking in Documents with References. . .
. . . . . . . . . 4g
Exercise 2: Document Creation and Check In . . . .
. . . . . . . . 5l
L
Contents
VersioningFiles.. .........54
CheckOut .......54
OptionalCheckOutMethod. ....55
CaseStudy: VersioningFiles.. .....58
Overwriting Latest Versions. . . . . . . . . . . 59
LocalFileVersion ......60
GetlatestVersion ......60
GetVersion. .....60
OverwritingCheckedOutVersions .....60
! UndoCheckOut... ....61
History .........62
Exercise3:VersioningFiles.. ......64
Lesson 5:
File References
File References 66
Clrcating and Itcmoving References 66
Clase Stucly: File Relerences . . . . 67
Copying Files u,ith References. . . 68
Case StrLdy: Copy Filc and Refercnccs l0
Moving Files with References t2
Case Study: Move File and References . . . . /-)
Sharing Files . . 15
Exercise 4: File Ref-ercnces. 16
Lesson 6:
Searching
SeaTchingSOLIDWORKSPDM .........78
t Nameandlocation. .....80
StaftSearching..... ....81
SearchingforCheckedOutFiles .......81
The SearchResults .....82
CaseStr-rdy: Search .........82
FavoriteSearches .......84
Exercise 5: Search.
Contents
Lesson 7:
SOLIDWORKS PDM
#
I
Workflow and Notification
SOLIDWORKS PDM Workflow
Change File State
E8
88
JJ
Lesson 8:
Working in SOLTDWORKS
Case Study: Workflow
Exercise 6: Workflow
90
93 JJ
Versioning SOLIDWORKS Files
SOLIDWORKS Add-in
96
96
J
Add-in Options
Check Out Files .
CaseStudy: VersioningFiles..
91
98
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.....gg
ChecklnFiles..
ManaginglocalCache
....... 104
.....106
a-3
RemovelocalCopy ....106 *
ClearlocalCache. .....106
Working With File Versions. 106
-*
Workflorv 108
€*
Exercise 7: Versioning SOLIDWORKS Filcs 110 c-3
Appendix A:
Working with Bilt of Materials
BillofMaterials(BOM) ....112
J
ModifyComputedBoM.. .....113
*
Modig,ComputedBOMeuantity.... .......114 G,
Activate Computed BOM.
Modify a Computed BOM
Clase Study:
Create Named BOM
.
114
114
J
J
Modif-v Namcd BOM .
116
116
J
Case Sturdy: Create and Moclifl, a Narnecl BOM.
Compale BOM
. lrl
121 JJ
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lntroduction
SOLIDWORKS PDM
Introduction
About This The focus of this course is on the fundamental skills and concepts
Course central to the successful use of SOLIDWORKS PDM. You shouldview
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:

r Experience with the WindowsrM operating system.
For users of the CAD Editor client:
r Basic experience with the SOLIDWORKS software.
r 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 parlicular 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 futorial. The examples and case sfudies are designed to be
demonstrated "live" by the instructor.
s(IrrfinKsPtlr
lntroduction
t atoratory Laboratory exercises give you the opportunity to apply and practice the
Erercises material covered during the lecture/demonstration portion of the
course. They are designed to represent tlpical situations while being
modest enough to be completed during class time.
About the A complete set ofthe various f,rles used throughout this course can be
Training Files downloaded from the SOLIDWORKS website, wwwsolidworks.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.
Direct URL:
www. solidworks. com/trai.ninElfilespdm
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 ofexplanatory text. The steps
themselves are numbered in sans serif bold.
Windows The screen shots in this manual were made using SOLIDWORKS and
SOLIDWORKS PDM running a mixture of Windows@ 7 and
Windows 10. You may notice slight differences in the appearance of the
menus and windows. These differences do not affect the performance
of the software.
SOLIDWORKS PDt/
Introduction
User lnterface Throughout the development of the soft\vat'e. therc lrar.c be.-ll strt.t.L.'
Appearance cosmetic User lnterfacc changes. intended to improYe Visibilin. that clo
not aff-ect thc lunction of the softrvare. As a policy. dialog images ill thc
manuals u,hich exhibit no luuctional changc from the previor-ls \ ersjrrrl
"old"
are not replaced. As such. you lnay see a tnixtttre of cunent and
UI dialogs and color schemes.
Vault Users This manual assumes that usernames havc been created for cach
student as wcll as a usernalre lor each stuclent's manager' If these
userrrames have not becn created. the instructor shouid tell lvhicli
nscrnames can be used for both the Engineer user and the Manager
USCI.
SOLIDWORKS SOLIDWORKS PDM has t.uvo vcrsions. Prof'essional and Standard'

PDM Standard This manual will focus on SOLIDWORKS PDM Professional. Some
sections nill contain separate instructions for Standard and
Professiotial.
be more productive by connecting
{
More MyEsbdl{orhE-com enables you to
SOLIDWORKS yor-r u,ith relevant SOLIDWORKS content and set'viccs - anytime,
anyr.vhere, on any device.
Training {
Resources Plus. r'vith MySolidWorks Training you can enhancc your
SOLIDWORKS skills on your olvn schcdule, at your own pace'
J u st go to I4g EobdWorks-eorlr1ira.1n1a€.
Local User GrouPs Discover the benefits of the SOLIDWORKS User Group Network
(SWUGN). Attend local meetings to hear technical presentations on
soLIDWORKS anci related engineering topics, lcarn about additional
SOLIDWORKS products. and network ivith othcr users' Groups at'e
led by SOLIDWORKS users just likc you. Check or-rt S\AIIIGN.aJg fbr
morc information, including how to find a group in yotlr al'ea'
Lesson 1
SOLIDWORKS PDM Goncepts
Upon successful complction of this lesson, you rvil1 bc able to:

r Describe the basic concepts used by SOLIDWOzu(S PDM to
manage 1ir1es.
r Understand the diflerent components olthe SOLIDWORI(S PDM
software.
Lesson 1 SOLIDWORKS PDIlI
SOLIDWORKS PDM Concepts
The Product Data Management (PDM) systems provide the fbllou.'ing basic
Fundamentals capabilitics:
of PDM r Organizing product/project 1-r1es
r Secure vaulting/retrieval, versioning and revisioning offilcs
r Change control and sharing
r Secrching flrrd leporlin{:r
r Tracking 1i1e references ('contains' and 'u.l.rere r.rsed')
r Automating audit trails
What is SOLIDWORKS PDM is a ptoduct data manageuent (PDM) soft'uvare
SOLIDWORKS solution that helps or-qanizations lnanage ancl share product data more
PDM? efJ-ectively and automate rvorkf1ou, to allorv bcttcr collaboration fl-om
engineering to thc shop floor, resr-rlting in better products, lou,cr costs.
and taster tinre to lnarket.
SOLIDWORKS PDM is intended to be used by engineers. designcrs.

manufacturers, purchascrs, sales, marketing, and many others. to
lranage files including: design gcolxctry, engineering drawir.rgs. project
plans. part files, asseurbly diagrarns, product specifications, numerical-
control machine tool proglar.r.rs, analysis results, cor:respondence, bills
of material, and many other file types.
SOLIDWORKS SOLIDWORKS PDM providcs a sccure method of rvorking. The basic
PDM Overview philosophl, is:
r Files are storcd in the vault.
r Users have controllecl acccss to the vault.
r Uscrs check out or opcn f'llcs tiour the vault.
r All required flles are copied to the user's local cache (r,ault vielv).
r Users u,ork r,vith the flles locally.
r Only checkecl out flles that r.l ere changcd nccd to bc chcchcd in to
the vault.
r When files are ready they nray be subrnitted to an ar-ltomated
rvorkflor,r, process lbr revierv andror approval.
SOLIDWORKS SOLIDWORKS PDM is corlprised of the follou,ing requirecl

PDM Modules colrponents:
r Microsoft SQL Server
The SOLIDWORKS PDM database server rrust be hosted on
Microsoft SQL Seri,er. This server contains infon.r.ration about the
setr.rp olthc SOLIDWORKS PDM system and the files it contains^
including uscr infbrmation, Ille metadata and version and revision
intbrmation.
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s o L ID wo RK strr
SOLIDWORKS PDM Database Server

Thc SOLID\\iORKS PDM database scrver is a servicc that
periodicall-v polls the database for such r"rpdates zrs notifications,
local vieu refiesh, replication schedule updates. index server
changes, ctc.
I SOLIDWORKS PDM Archive Server (file vault)
The SOLIDWORKS PDM archive servcr hosts the physical files
stored in a file vault ancl also manages SOLIDWORKS PDM users
and theil credcntials.
SOLIDWORKS PDM Client
Each computer accessing the fi1e vault must have the clicnt
softr.vare installed.
1!pl.a Sinqle Siie lnstall6tion Typical multi-site installation
a-)
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Dnbbases+rver
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rrrp vaulr ServeI
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WAN CIienlE
SOLIDWORKS PDM Prof-essional also has the fbllou.ing optionul

components:
r SOLIDWORKS PDM Web Server
Tltc SOLIDWORKS PDN{ r,,.cb serr er plor.icles access to a flle
vault fiom thc intcrnet or intranet. This lunctiona1it1,, require
Microsoft llS.
r SOLIDWORKS PDM lndex Server
Thc SOLIDWORKS PDM inc'lex sen,er provides ful1 content
search in many file types storecl in a SOLIDWORKS PDM tlle
vault. This functionality recluires Wir.rdows lndexin-e Selr,ice.
Lesson 1 SOLIDWORKS PDT
SOLIDWORKS PDM Concepts
SOLIDWORKS These are the key components of SOLIDWORKS PDM.

PDM
Gomponents
File Vault added to SOLIDWORKS PDM are stored in the file vault,
All files
t
which consists ofan archive for the files and a database for the
metadata. Only users with the appropriate access rights can modi$z 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 comect to a file
vault through a local file vault view. The vault view is directly
connected to an archive setver and database.
When SOLIDWORKS 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 ifall 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
hnds 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 ofusers needs rights to access the files in the
SOLIDWORKS PDM file vault. Such rights yield permission to:
r Read or view a file.
r Share a file between folders.
r Check out a file for editing pulposes.
r Delete a file from view.
r Destroy a file, i.e. to permanently remove a file from the
SOLIDWORKS PDM file vault.
r Add or rename a file.
r Modifu af:ire data card, i.e. to alter the layout of the card associated
with a file.
SOLIDWORKS SOLIDWORKS PDM handles all types of files. Examples:
PDM'Smart'Files r Technical drawings (.slddrw, .dwg, etc.)
r Part and assemblies (.sldprt, .sldasm, etc.)
r Calculation sheets (.xls, etc.)
r Text hles (.doc, .txt, etc.)
r Graphic files (.bmp, .gif, jpg, etc.)
t
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so L r Dwo RKs r r r 1
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 properly information
FDt'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.
Fib 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 foldeq unless it is re-defined
in a subfolder.
Folder Data Card Each folder in SOLIDWORKS PDM has an attached folder data card,
containing information about the folder.
Data cards are defined by the administrator and may be folder specific.
Tlpically there is a single folder card used by the SOLIDWORKS
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 frle 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:
r State. Represents each ofthe different phases ofa file's lifecycle.
r Transition. Represents moving a file from one state to the next.
At any given time, each file is in exactly one location (the cur:rent
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 parlicular 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.
Lesson 1
SOLIDWORKS PDI'I
SOLIDwoRKS PDM Concepts
Notifications Notifications are messages sent to users or ttser glor"rps. The

notifications are cither transmitted automatically bv the state altertlll!)1',
of a file, or manually by the user. The purpose o1'a notillcatiort is ttr
infbrm, remind or alert the reccir,ing users t'n'hen a file has changecl
state or rvhen an accessed 1-rle has been rcleased. The notit-lcation
appears as a pop-Lrp or as an e-mail.
Versions and A file has at least one vcrsion. Each time a file is rlodifled and saled
Revisions into the SOLIDWORKS PDM file vault a neu'version is created.
Every one ofthese versions is assigned a version nutnber. A hle in
SOLIDWORKS PDM can have any number of versions stored in the
fi1e vault. When the editing of a 1-rle is f rnished, the latest version can be
designated a revision that is given an oflicial revision number. You can
retrieve earlier versions of a file fi'oflr the file vault. You can aiso rel,ert
(roll back) to an earlier version of a f-rle.
10
Lesson 2
SOLIDWORKS PDM
User lnterface
Upon successful completion of this lesson, you will be able to:

r Login to a SOLIDWORKS PDM vault.
r Identify the principal components of the SOLIDWORKS PDM
user interface.
r Log off of a SOLIDWORKS PDM vault.
11
Lesson 2 SOLIDWORKS PDM
SOLIDWORKS SOLIDWORKS PDM off'els both a Wir.rdorvs-based integration and

PDM User CAD application plug-ins that enable design team mentbers to crcate
lnterface and manage clocuments and acccss aud manage design infbnlatiorr.
SOLIDWORKS uscrs rray access the vault directly fi"om

SOLIDWORKS using the SOLIDWORKS PDM CAD Editor client.
The vault may bc accessed frotl computers that do not have
SOLIDWORKS sottr'vare installed, thror-rgh the SOLIDWORKS PDM
Contributor client, thc SOLIDWORKS PDM \Veb client or thc
SOLIDWORKS PDM Vier'ver client.
Getting Help Thc help liies shipped ri,ith SOLIDWOI{KS PDM are in HTML Ilelp
fbrn.rat. This oflers improvcd search and display firnctions as u'c1l as a
consistent look and feel rvith Miclosolt's or.rline help.
Where to Find lt r In Windows Explorcr. brolvse the vault view and clicl< the
Help icon e. .
r In SOLIDWORKS. click Help, SOLIDWORKS PDM Help Topics

The Explorer All interaction u,ith SOLIDWORKS PDM is done dircctly florn
Window Windows Explorer. fron-r a clialog box opened fi'om Windows Explorcr
or lronr rvithin the CAD application. As a resuit of the installation, a
new fblder icon is clisplayed fbr the client view oltl.re file vault.
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a,,1et!o i.ri.,riir- fli. 1,
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The client vier.v is idcntificd by a large SOLIDWORKS PDM

'bluebeny' icon i,n g,-l',,1E .
12
:l_ l," cRKS PDi,4
soLlDwoRKS, r*:,""i:;:":
"r
Lcgging ln Before using SOLIDWORKS PDM to manage files, login to the
s],steln.
-:3 r- 'cr the First \\jhen bron,sing into the

client view ola
SOLiDWORKS PDN,I
ille vault. (click on the
iCOn :-., ,r,r-.1','1E ), yOU are
prompted for user narne
anc'l passrvord. You mrLst
login u,hen bror'r,sing
from Windou,s Erplorer
or lrom the Open or
Save dialog box in an application.
Enter your Lrser name and passrvord and click Log ln.
In solne cases SOLIDWORKS PDM logs in nsers using theil Windorvs
user name and passu,ord. In this case" no login screen appears but a
small dclay takes place rvhile SOLIDWORKS PDM perfbrrrs this
login action.
Optional Login Another method to login to a vault is to right-click the
Methods SOLIDWORKS PDM icon in the system tray on the
ss&
taskbar. The following menu appears: :lir8
*\
Select Log ln to show all available file

vaults.
Select the file vault you \\rant to login to.
Enter your Lrser name and passr,vord and
click Log ln.
13
Case Study: This case sfudy 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) ofthe selected folders and files.
PDM
Login to vault. r iF: rr10t05rirt{
; S Lr."r ot'r, tc
Open a Windows Explorer window and login to the i : IDS
SOLIDWORKS PDM vault. , i3 lcrar
] i. BuildTiEli
Browse the C: drive where the system administrator
created a vault view to the ACME vault.
Click the vault view
icon ffitct,lr.
Enter the user name
{
given by the instructor d
and click Log ln.
(Students may use a
{
dffirent login and
password assigned by
I
the instructor for labs.)
{
We can now see green project folders within the vault. g acf"rE
B ECO
s Leqaryuer qn5
I
& FDF
* FrojEilr
Folder Status The color of folders in Windows Explorer indicates their status in
SOLIDWORKS PDM:
The folder is in a vault and you have access to the

creen S vault database.
The folder is in a vault but you are off line. Select

Blue ffi 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
l
14
I
::_:,,'aa,KS PDl,,I
soLrDWoRKS rr* r."f i"iiil"3
E
SC L DWORKS The fbllou,ing r.iervs are displayed inside Windou,s Erplorer:
;llil User
-terface Layout 1. Navigation pane. Displays the folders. sublolders ancl vault r,,ieu,s.
2. File and folder view. Displays the lblders and flles in the selecrecl
fblder.
3. Preview. Displays a preview olthe selccted file.
1. Folder/File Data Card. Displays the properties (attribr"rtes) olthe
E type-specific data card.

-5. Version. Displays thc version thc user has in their r,r,orking area.
Also clisplays the current state within the u,orkf'low.
6. Bill of Materials. Displays a configurecl list of files, sub-
assemblics. and componcnts.
E l.
8.
Contains. Displays all the filcs attached to thc sclected flle.
Where Used. Displays all the fllcs ref-erer.rcing thc sclected fl1e.
-trx
-: L1r1/! IEI !:,! , lir l!!,t!ira [ ] ! ll4E r FrijE:ir . I 00001 f,l r: qlirk irrrr
"J+ :Eirci, F
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B q*ion, -irliditl, vDsFlii
'Tr!5 ?
Sizt FiTyFE ltite fu'lodified Checked Out ln C
62.it liE IPEG nigr lii! trd l7SEp 12 12r1.,,

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E
User lnterface The user-interface includes:

Toolbars and Menus
r Windows Explorer toolbar
The Windows Explorer toolbar contains commands that apply to
the vault files or folders you select in the file and folder view.
,i:rqrru;' Cr:lrt€iiiir:i.n ili..l-C!i
SOLIDWORKS PDM menu bar

In addition to the rcgular Windows Explorer toolbar menus, therc
are special menus l'or SOLIDWORKS PDM.
' 1rir..r . [1..dil. - u,.Lti\ - TDrt- -
Right-click menus Dprn

Gpen
Context-sensitive menus 1-!prn in nfln\rirdor,
F rlnt
exist for folders, files, Iorntire"!tl Arilr]
I.r!EuE f!r I ornp3r r
al!r.Firi utt &3r i [,1ii!i
and empty space in the g 31lLID'U!Fll'! PLlrl ll,r,rPtn,l n,r,;, r'
file view.
tr t_I
i
:lrirril Frliil rlr:h a:,' E,lltiltf FJoiEpad++
EI :iiait .ie !oLI!!i/ tRil !
iiil 6
L] llnr?il1tr Arl: I i PIF
i..t ::t:: :,".r : :, 5-:,
IDrreti: 4dr:e in] El,4ill
ft FtrE
&' ihr.I rri I-f F
& ihP:I n
taa
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q Ln,lo:Lrrl i.t df
L:har!P ltaie
lJ!r !,
'!.,:ri :i:.: ir:r
t rr!,ertt: PUF Hiit.,,/
L?
:enll To ?,. ,llrin!r Jtite
B iitE!oF/
':h;n!E
& {Epy
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lnt t,
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'
j )1...::.:.t.:. !r:t; -t:,ii::
Ftni urB
''1'-
':ti:lt l::t Itl:l
' r I :l
Browse folders. - 6 !:[dE
Select the fblder Projects to expand the sub-project ,.:l E:l
folders. . ;l tiqa:yDr:qrr
.*i FtrF
J F ooool
:r F 00002
16
S'. ]',IIORKS PDM
soLr DW.RKS T* u*li,iiil"3
View Folder/File Data Card tab.
Select the folder P-OOOO I in the file view then click the Data Card
tab.
Note the project-specific information such as project number, customer,
project manager, etc.
N ote 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.
I a+ion' - h'1odit Y DiJplay ' Tooli - q-&

Name Che.ked Out 8y lEe Frle TyFe liate lllodlfird
*:Wr..!,,fi Forder
m F-oooo2 Forder
S P'ooooi Fordrr
:::i4$F!fiilre?l::l!!:|iffi >
B ft."i* B Daac*d . ft vesnr ffi Mof Mai{id3 $ cr*ais H ulseuEe*

,4*
E yiew yatues rat vur,..
ffi
ASMffi ffi: Visr ACMEWebsile
Pr6red ldormdi0n
fooo', ani r1.rtr n :r frrmi.t
ns it'"ai-.J sll
iilr,i,s'i#;Ii-ijt:l
sndodE: l.::'1fl0"r l? -." I
-
TargHode: i ,n,l--
"*:
-
I
4 View project files.
Browse the P-OOOOI folder and double-click the folder CAD Files
from within the file view. The files within the project folder appear.
ahrrlrd CutB! 5rE File TyFE l,4odified CherltedOutlr Cite! ory t rilr i! l,l!il
€ axle.5ldpt tT 5 S0LID\idORKS Fi... CAU Fi er r:gt II[0!]!
&bi'e-ihelf.StDPRT S0LIDU/ORK! Pa... l1 O.t 16 CAD Fi e! i:a[ - ]t t [[] t6 E iii !hE i
€Erece C.rrer.sLDPRT 1: SOLIDT/fOR[5 Fi,,, 11 OEt 16 CAD Fi er ,-Atr-ll I [r]0 li E E:r a ]'nEr
qBra.e-crorr-BaT,SLDPRT S0LIDlMORKS Fi... r:{t t:[t!]l E ri:r tlr!ji E ir
&renter-5helf SLDFRT t!l S0LID\idoR$ Pi... l1 O.t 16 ., CA0 FilEs I qD I li i ilLt! \::irtEr:he i
&Collar.stDPHT i5 4 SC tl[I{IORIS Fi ,, l1 Ort 16 ... CAtr FilE: IaD-]1ilt011 ,li ar
€Con"olShaft,SLDFRT li L SC LIDlrtoFK5 Fa... l1 Oct 16 ... ilx[ FilEr L:n! ll:tt011 i:.rtr. :hift
€contEl-Panel,5t0ASM 114... 50LIDWoFKSAr.. C4D FileJ r:E! il:ilt1]
17
2
-
2
2
File View This fi1e view is similar to the normal Explorer file view, but some
columns are changed. The default columns are:
2
2
Name
Checked Out
By
Name of the file (or the folder)
The user who curently has the file checked out.

This column is empty when the file is not checked
?
t,
Size
out.
File size
t,
,.
File Type The program that created the file and type, e.g.
Microsoft Word document 7
2
State
Modified
User-defined state in the workflow, e.g. Released,
Pending Approval, etc.
Date when the file was last modified (or created)

2
2
Check Out ln The local path to the checked out file. This
column is empty when the file is not checked out.
2
It
Category Displays the hle category. Files in a
SOLIDWORKS PDM Professional file vault can
be assigned acategory to ease organizing of
l.?
certain files or sending them to the correct
workflow. 2
p
In addition to these standard columns (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
l.?
are additional columns.
To open a file, double-click on the file name. If you open the file fiom
the file view, you always get the local version. If there is no local
I2
version ofthe file, you get the latest version from the file vault.
2
2
2
2
>t
Y
Y
2
Y
18
2
lt
E:
S:- ],',ORKS PDM Lesson 2
Browse files.
Click on a f'ew of the fi1es in the file vieu, and r.rotice the property
infbrmation fbr each selected flle. This information mav be used to
quickly scarch and retrievc t-rles.
€ a.ton' - r,4";,i ;;dry;;;;'. s,;e-

aLrr!.i n, r E,, 5rr FrTlti :tale i4ldiliEd Chrcken oLt lf Ci
^
.a : ._: -:ji:r,rt !, rLt r i1,,1 4 :: l,lE !: L I lr/[)Fll]: Fliiiir:1 100.t171tr4... C,i
.-' i : i t,:ii r,.:f!,1!!f.r 146 2 l:E :: L t lirii,Fllt: BE EirE I l0:rEt'1712r4... C,
:-,,:::iriij]Flt lJi El I R :: L t,r,tt Flll: Ee eiir i l00rtl7ll4,,, C,y
3
_'.-...-.-.-.-.-.-:= G *ie]
q6 fre o"ru,n
Proiecl lnfo
Proiect Number: iH{rLL l
[rlllype: :,.,tELE.
- - -
qFFI!r i : -EmmPrr'
Docilumhe' ir--tnlu- DrdwrnqNumber ittj0rl0l: Drawrnq lype
55SEHA LY
I &YflIIT
}jTLSHEH'
\dELDHEfrI BE]AIL
Finish:
&ETAIL
SCHEMAT{f
e6tra
CutrentStatus: Beleased
ACIVI K.
flstls Cnnplinnt
I
l
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 ofthe flle data card
displayed for such files.
l! ::r":: LegErn{e trMwp.fti-

Pr.iect ilumber: P !t::l EeYiiion: E
Versisn: 1
--"---
Drnsinq Nu,t*, tirii.l6niirno-e-''---" i
The active configuration tab is focused by default. Thc active

configuration is denoted b,v the black outline configuration syn-rbo1 on
the tab.
Leg Bra(e A.n . t +*, *ppL
To srvitch bctr.vccn the difl-crcnt configurations, click on the tab name.

Any data stored in each of the different configurationsi'layouts is stored
in tlie separate configuration pages ofthe file data card. The @ tab
shorvn fbr SOLIDWORKS fi1es displays the Custon.r (docun-rent
specific) properties.
Note To set tl.re delault fbcus to the @ tab, select Display, Options and
uncheck Set focus to active configuration. SOLIDWORKS PDM
remembers u,hich tab rvas selected and keeps it lbcused r,r,hen
stvitching betrveen h1es.
View Layout/Configuration tabs.

Sclcct thc folder Projects\P-OOO0 1\CAD Fi1es.
Select side_tab1e_p1ank_wood. SLDPRT in tl.re fi le vielv.
Select each configuration and view the properties for each
BeYision: C
---l
Dra*inq Number: CqD-0,fnl0rf:S i
I
Haterial: TEalr
WerqhL ! LF l
20
SOUDWORKS PDM
SOLIDWORKS trr r*n:il:i
Preview When the Preview tab is selected, the lower paft of the right pane is
split in two preview sections: file preview and file data cardpreview.
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 frle preview to examine the file in more detail or
to make the text readable. Right-click the preview to access a context-
sensitive menu.
r For most files (e.g. .doc and .xls files)
you can copy or print the file. You can
toggle between draft or normal view,
and you can change the font size to DrBfi
I
make the text readable. 'ift
OpiiEn! I
r For image files the menu has

i 'i
additional options. Besides copying Frini. :
I
and printing the f,rle, you can change j Sh*v Full 5creen ,
the size and rotate the preview. You ,::, a
i
Rotilinn I
can also use the zoom options.
:
i lonnr I 90'
i:ri:..1 1Ar'
rlplirn: t :10'
..-
r For SOLIDWORKS Hirre I
fileS the menu has other MnkeT,anrparEnr 1
options as the preview ;]i,'jl-'

uses eDrawings. You
,*lpad'oconleni i
can pan, zoom, and l

J &red
rotate the views using viE* d.
lhe tools available with Arn1.r.,,nv , zo_,.toTr
eDrawings. Pnnt.,, j zocm ro Are,
Zcanh!Aut
R6tatE
:fr::ir L;r.li
lil i.i:rir
/ All Anhstarion!
y' lhBde,l
t' Shqlr EdgE $hsn Shaded
Note It is necessary lor 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
Tip For faster browsing of Ei.lud€d FilE TrpE'..
SOLIDWORKS files, select Fuli Rnw )riErt

d.tF. 16 ..nlrq!r3tlcn
Display-Otions and check
H
:it lnc!: t. i.tr!E .cntr!r.iircn

Show bitmap fOr SOLIDWORKS !h.r! Sitni.P icr !.lID!'rCnl:!J .!
files. Clicking th\ preview image 5ho* irll Lll in !CiD\rCR(J prEjiEw
In.l!de SaLlDifOFl{!:rnr rliiien rE:!ii. ln (hEct{n
changes to eDrawings preview.
View Preview tab.

Select the folder Projects\ P-000O I \ CAD tr'iles.
Select Le5land_I[heels.SLDASM in the file view then click the

Preview tab.
fl a*on, ' M.dii ' D,F ay - To.L - q'q
Nam. Che.led OutEl Sire F eTIFE Shte MndflPn ah..l.n Olilh a A
ls /s KE SoL DIVORKS Re eliai la O* 17 11:4 . C, :
&i!:j-rft$[EGi]]*]i4l 214 ?l KE S0L DWORKS .. Re EiJei l0 Od ll l2r5 . a,
&Loft ed C.nh.l KTDh.SLDPffi 22! 34 KE 501 DUOEK! .. Re ea5en l0 O.t ll l2:4.. 4,.
<.?;:.L\..ajjr!tt"a.,.i!.t:r li-litli:!-rlrli.itri
G i'...' tr i:E.r: ta'iJ:,r.r: E E, rrriir:":rr & c:rr:.;:s S .,r:;;,:;:
ahqr.er,iqht -oDdaut F5:ph tr'
!alue
i::.a:: i.+.1::: aa: ; : a:i: a |a::.:aa;
:;:*
::::;:::- : :. :: : :.:.::::.) :...
100dtl :i:1
:l:
qrCherted D*e
5
Leg &Whee :!:
::::-1::i1::r- 11.60.,".6 1un,6. noa-naooaolB ::,
i:i.;::- "i,Lrri, iiIr're BETAI I::
lfuoraur ey
ln Orr 17 -
qrEhgihre'
% Enqinee, Dil loo.tl7 n
Eir tinlr .t!
% Number aAD 0a00a018 +

+d Pr.led Humbil F-00001
qr Propietary |
ft BEri on
q{ RoHS l
QdVend.'
a
e4
22
d
d
GJ
lt
tt
tt S(,LDSUORXS PDM
SOLIDWORKS
"""":;:il:":
l't Ubrsion View The Version tab displays which file version you have in your local
l't cache folder. It also displays a small, visible waming when your local
b
tt
cache does not have the latest revision ofthe 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
l't document in the vault.
l't B P,",i"" E rEi:.i.j e
l't
lrt
b
b
(ntEgor?r {AD
l't fr r::i;
b
b Loctsi Eviiion: B
b
Lrcnl siiLei ReleBsed
CnlEqorlr fAn Fhs
tb EranchEi:
You do nEl hnve the laiest verEion El lhis file on yDUr lora hard di!k.
b
&
b
tt
Ifthere is no local version ofthe f,rle 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.
b
b
D F,.r--,, E r:r:::r: gl,er.,:. : E L,rt:If,iii:,:!, S -.:rr:,rr S .t:,:Lr::
Ln.al verslonr There i! no loral lle
t't Loral Evislon Ho relislnn
Ln.El 5titE: RBleased
CaiEqnr| aAD Filer
lrrt
b
ltt
RepliratEd tor All servers
&
You do nnt have thE late5t verrion nl this liie on yolr tornt had di.k
te Files from the vault are placed in the local cache (working folder) when
te the user requests the frle (Check Out, Get Version, Get Latest
Version, etc.) or when the viewer needs the file in order to display it in
l're the Preview tab.
A
L.
Note The local cache has one version of a file at any time.
E
L.
5
L--
23
View Version tab.

Select wheel.SLDPRT in the frle view then click the Version tab
B ryY1 E D.hcard tG v*i**r.'. ffi e1{ry1*1: .e- p$f H.}1-g"-St'

l----\ rorrt.ereLon:r
f'a
I I lLnteitlercDn1
- 14 | roc"rre,sron:n
- lq&- LoEtstEterRee.sed
Il^l&trw"'-1 Lategory (aDFiiet
It.#
Wor$laHr {A0 File!
Branrhe!
eepk€Gd h aLl Ser ve,l
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

onetlpe ofBOM is selected for use depending on your needs.
SOLIDWORKS PDM BOM tlpes include:
r Computed BOM: (default)
Automatically calculated from the SOLIDWORKS 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.
r SOLIDWORKS BOM:
BOM tables contained in assemblies and drawings. Components
excluded from a SOLIDWORKS BOM will not be listed.
r 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.
r 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 ofthe
components.
There are multiple BOM view filters and options available for
modifying the BOM view display.
24
: ,., 3 RKS PDNI Lesson 2
9 View configuration specific computed BOM.

-
Select the fblder Projects\ P-0OOO 1 \ CAD Files.
Select Leg and Tltrheels.SLDASM in the file vieu,and click the Bill of
Materials tab.
The BOM fbr the active contiguration (Default) appears.
Che.ked Out By ! zr Fr i T,,T e ltiir t:he:lrilrrn tlati!:q

tilIqlrE :1tL !r,r,r:Ft::. FE eii.l :rtr F El
lI4ll IE :llLtrir.aFl:. Fiiiiil :!D F e.
l:! ]J I E ! lL trira Ft.: FE rarEn lgt F i,
-: -: a- i. i€ Drrrri -
,'.--"--] TrFe File Ndme D0cumentNu... Derrription Drawing Nu...
€ :!tr!t Frame End.5LDA5l4 {j: i:.li.j rpt t, ra-000010ir1 ir r -et,-00f00001 ai.ririll

t rLEE rttFFr L:r: li000B4 'r!lii ;rt -00000S1-1 F!:Fl!:l
€ rLpr.ft_Frari i_Ei I :Lt'x:tf,l t,-,i 000000:l iurF:tFrinrE Enl lrt 000000: E ii!
i* Eri:E_:r.,j_Ear:LLpET t I l-00000001 Eri:i r- r: ji E.r jLt -00000001 i00: I i,,
i} !!Fr.r_Le!.:LrrF FT t1l:: 000000:! !1!F.rtti! 100: { .',
From the conflguration pulldown, select burners-Ieft. The BOM

displayed is unique for the selected configuration.
B.p.e,i*..@t#c-d €lrgEimfi ffi arti arm**as

ffiucn-sfft- ffi n*rdireea- & L;::_i'?_la:ii
Eei *nm - Hide id*kd - g Ua:ioF ; lFe.i
$swr.e- S*.eurr- iiltso*r*ri-

. & Ler unl !!heE..:iLLA5fi
:
S :irFF.rt-Fr;trp-Er I 5llA:iil
10 View SOLIDWORKS BOM.

Select the folder Proj ects \ P-OOOO2\ CAD Fi1es.
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.SLDDR\M: BilI of Materialsl.
[,FreJ* ffio:izCar$ 61nitr1,i EBittilrli:ieinlE
EnM-l
lJv- ffir
Er,larkiiuiiHj- Eg
-"C"C ru,,."""n". ..'tJOPV e,.,ru*i*
Ei:r t,l
25
The contents of the SOLIDWORKS drawing BOM are displayed

8,. F*,".,1 E o*q.-* {+ *Eisn 1r : m aitt !,{ ,'lnlsiali H c,riBn*
@ LF Ga:r Eill A3ieftbly CE*iq.SLDBFl''1r EiLl ol - ffi ii.t.xEti,rrH -
ftM No- Number DE5CPION qfr.

tj 1 1:At-lllii:r11 ;r Frire 1
{i 1 1 !c T: F FlniLJ l{l I 4
lJ 1 I flA [r!ji Fi i 1! ]5
c'} 1 I lil LLr nil Fr.nt Ea 5: +:

iir 1 + U! Fllit ! ie l8!J 14! i ti
{} 1! llq Elt:nlElciEi l
1 6 flA tBfi:ili Liqi 14!i i
(* 1i NC l:nrilRiirFi 5tql
rJ I :qt : : t odl ll l{rher lllr'tr :
{1 - tt l".t=
4 aPE [[ ]i i lll FiiE . Filhi llnr 1
11 View Weldment Cut List and Weldment BOMs.

Select the folder Proj ects \ P-OOOO2 \ CAD Files.
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.
[+ F,.,.i-,' E Dde'ftrd i;] Lbreicrijl m ul nihlrter"s

B,ri,JniCrFdaiiLr:i - & :,, i :i, ;:Larl:',:a
...i r.r,. ,!,:
. E +srsislr } i'E* si* set 4 d*, nrqr
i:;: r;r1::,: li{ 0€tudirk slecliF& -

TyFe De'(riFrion Lenqth Qrt,
B Enturn Liq :aF j 2
B :'!Jr Ftsilr 15 5
B, LrlerFieir Riil 2! l
L Fc'rt-o:-.q, lr5 .l
B TrF FriiLJ 4B 2
U -ea - ie -:!i /n l
& tilier F'!ni RaiL 21 1
26
I
:-_-,,--.)-!v
so L'DW.RKS, o,r r."lirilll"3
From the BOM pulldown, select T//eldment BOM.
The weldment BOM is displayed.
E 'Er:,
: r : r'F;!l3irf :,rt i: 5ii! a !l
Fr.. -.
IIp" De{ riprion RPlFren(e ' ount
A E:t: tr LE-! CaF, r
LE r: -: F-
LL L:.:F.,.r .l
B Fl-lhtside Leli 5s
B TD!- Ba lr !E
B Lllder Fr: ft F.a 2!
Contains View The Contains tab displays the tile ref-elence structure of the selectcd
fi1e or displays the f'lle relcrence strlrcture for the selected configr-rration
olthe selected filc. Ilthe file u.as an assembly, it r,vould shor,r,any sub-
asser.r.rblies and palt files contained rvithin.
N ote The list is generated liom thc database and does not reflect changes in
local files that are not checkcd in.
12 View Contains tab.

Select the folder Proj ects \ P-OOOO2 \ CAD Files.
Select Propane Tank Assembly.SLDASM in the file view and click

thc Contains tab.
F !:tiL -li:in, iDr.ri -Tirj r

e,.q
:[:.t!. ] tt,, FlTiti ltiti fi:nfel 1:hetlelaril. (itr!!f,, !r!!n9t,lrr, D.r.rp l
'.j-:iir T.r Errr :-tFFr ilLItr,!rllFll,: Pi Rp eii-.d 111:r:t1ti o 1 L " _.-
€i,::t.: -iir, !,,eru r ::Latn 541.. :1li!!lrarFX.: !i Ft iaird t1[r:,1i alOFlij ItD-]l01t0rl tr:pirETa.L
.:9F,:ii,E i:,t q,:!,ib,, :Lra: 5li... 'rUL!r:Flrlq. Fliiired :1:.iU fa!t,e, :qa !i!Iti: F,.Fatre!!!
J:: :. trli:r: :ri :. '::", , .l . ,- -., E:.,i.,, FJ if-.r...
.-/ ..r:i: L I ii tri.rr ::t b: .:ri r irii;r " ,
=!'a-lL':i-
e ::i:- r ,i;:l .: a..i;:r.i:", -
iH- E' 'ffi
Tipe Firt Name L{drnrnqs aonriquralion name Quantity Verri.n {herked Out By (herked Oul h rcundh State
:-l-1 q,iE,,,li,, litA:,,r
i F,rtir!Ti.l treiirr 1 I i! : ,,qt[]i,P" :,r:r! t !i t,:t Fr rrirl
n F,rri, i1!,.,!P,,lmt,,
3 alr!,,1 tliri 1 i'1 a! r ,.qrliEr!,: :,,:qr F :, r-:, Bi !;.!i
i; li,t LiijjJi r:LnrFT tiiir t i lf it : P:rrr,r,o :,:rt i ,, .-, r, e;:er
i:t ii E:cj, :IDFFI lrElt I lrl
"r
i Trir, E, l! ttlFFf, tr4!u t i 1,1
:: !,,',.:,',;:LLFFT triii! i 1 1,I1
27
Where Used View The Where Used tab displays the files that relerence the selected t-11e
or''r.,,here it is used'. This is commonlv lrnor.r,n as a bottom-up vieri. lt
can bc used to locate any assemblies or dralvings rvhet'e a specified pal't
or sub-asset't-tbly has been used. Additionalll, yoLl can tlltcr tbr a
specific conliguration or versiot-t olthe spccified flle.
13 View Where Used tab.

Select the lblder Projects\P-0OOO2\CAD Files.
Sclect Propane Tank Assembly.SLDASM in the fi1e vier'r' and click

the Where Used tob.
r:i -€
t .. 0
t!t'F rj L:s! l!l:!111 Fi,e,ToFEi
.- 0
i] PFie* Ecib!:r. i;llbird lil mEilif Faieirl: H.'d3"r H'+.r; L5:{
$}+Fi.r:Di-Peisjfisetblt-6ni:in.ly =:!tutr- L=.i3' I
TIpr FihNane warningr (otriguriti.nname Qua,.. vrr.., ahrrkedoulBy Cht(ktdoulh foundb state
S rPnpa,eTirl,prfnLr.sLD!5il DehrLt 1 U1 FC\ACNIE\F' \'q[t+ i4R'e""i

€ , tP 3a'Grir a,,rtrbysttraau lrfiult 1 ul [F a,rq(ME',P,.!aaDFl.' '{]RJ'-'i
B LF Gil llri li,rmb y tEiii! SLDDRITi i lil lF Filis /::i B! ratrl
'rA'ilE\Fr"r'1:A!
(Q !LpGai6, qJJrribllLDASM stanrrstrr 1 il1 Fau:l/ff,.\agDFer r?-lnerase,l
ffi LF Ga5 3, r,,emb y Drw trg.:LDtrRlii 1 !1 F \p'ilE\F' \:!! F - ;-i Fh

""i
'
28
-I
::_:,,'::.srl'tl
SOLIDWORKS TTT T"":i"::;:":
:-s:oTl
"':- -
zation SOLIDWORKS PDM Prof-essional allows the user menus to be
cr-rstomized. Use the Menus page of the Settings dialog box to
customize menus displayed to users in the Windows Explorer File
Vier'v. This functionality is not available in SOLIDWORKS PDM
Standard.
The Menus page olthe Settings dialog box can be accessed in the
Admir:ristration tool or by right-clicking on the SOLIDWORKS PDM
menu bar.
.: i(iiri! . lf.rlil. - 0rpii.,. y i.Dl. lrrir fi :! l{.r !:.

-
!
-r: lhi ::rl:: i : ii :!i:r .i lh: ir:r ri . rlnin, r! E, ; :r:, i: I :rr i tiEr
tE
!:E +E + ir I - i rii:i! li rll ., r.r :, -" .rritr liii tu r. tlE :E Ed:l I Er nr
liE ,lra! lni :r:F i.r, +i .] I T I rri :: llE Er! "..'
FlEiRt
'
-.t t
F ri il tnE!!r rEl Bi.:lrDund Elht.hrl:
iE;;;;,
I <o: corm:ndr>
:r t
I Add TE File r/nr i Ej..
j #adrnr !trBtilr
I B arr.EEd E,inEhej k4 REne:h
l'
L4 PriiE
E6 fhE:k in
d$.hE.k.1 :!i ,;d,t f l
I p{:err Lora cacle
;l-&C:Fy
l'iE,r
!hcDpf Lln[
i&c*
x 4E
lre
5E:r.f 1...; F E
i3--.------*--*-
a---:- _'__'
Note The menu options availablc to users arc dependent on their acccss
permissions. Click the Hclp button olthe Settings dialog box fbr-more
inltrt rttation ot'l ntcnU crrslorttizuliotr.
29
Lesson 2 SOLIDWORKS PDIV]
14 Customize File Right Click menu.

Righrclick the SOLIDWORKS PDM menu bar and select Customize
Menus.
Select File Right C1lck from the Destination Menu: pulldown.
iet i!, qir. r
l!iher.rn!r!bE1E1rt::rniilirEllEtrEnu:ln\rrrl:rrriEiitli,Er rD!):.nElhRr
!!EtlE+?nd htr.rrt illr,'Fmr,,. rnxn:,15n.ritlirii.irdtrEn!rr RE5:i
'-rPf
Flit Et .+Fnn'>"r E*k!rc!ir:i:11*!*-- t]

: 4r <sdl in.:
Erl E,: rnd F rht :l --,,
: -.--.- ........-
- ---. --l: : -:!r:ir. . l--:. .l
: <lhr-Ft 14 r:mnn Fr dEr FElf Cr.l t,.
i <as a:ililir l.:
Enr\l!!iilr
i AliTEFilelnut E1\t !tl:l
lPArnrnrrrnrr
l# aiin.ErEl Ernr.le
Er a\qE tn itEtr
I B F3!c
Select Get Verslon from the Available Commands: Flat list tab and
:elect thc lnsert Command icon
F ar Er a+eq-fli;d
i_--- _
1:-
l6.oo, rrli. Flll....rr3-d
lh.oryLinl..
ikcui iJii
j x o**t" :hE.ii : !i
ijl
Ii*F, Eri,,
iltr=a+E! |1r :hE,:; iil
aa ;.i .r; f, E.::.
i*"-
d.: i nf. itriE.! . rl
I E 6ei Lilest lEr5un
iffi
i &nrtorr
_.i F:rrr
Ei i.:.: ;ri:l 6fir. ir!
ira&nr",
!., ar3r qE tlirE
The comr.nand is addcd to the bottom of thc Destination Nlcnu list
Select the command and select thc Move Up icon , until the
corxmand resides Llnder the Get Latest Version contl)ialrcl.
:ie F lhi aliril
r :: i:iE.r : ui
tal t:,..;,.1
q-.l a.t iireri !Ef!t,r
,,:i i Frirn
11 - r.i. ,:ii.l: r.i
Sclce t OK lo sl\ c customizotion.
30
:]-],.,:RKSPDM Lesson 2
l:gglng Out To Ioe off from the local SOLIDWORKS pDM clicnt
file t,ault on the sen,cr. right-c1ick thc
vier,',, and the
SOLIDWORI(S PDM icon in the taskbar and select Log
Off" <Vault Name>.
To login again, choose Log ln from the same shortcut menu.
31
Exercise 1 SOLIDWORKS PDM
Explore SOLIDwORKS PDM User lnterface
Exercise 1: In this exercise we will explore the SOLIDWORKS PDM User

Explore Tnterface.
SOLIDWORKS
PDM User
lnterface
1 Open Windows Explorer.
Login to SOLIDWORKS PDM.

Login using the login and password assigned to you by your instructor.
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.
Browse folder content.
Expand each of the Projects\P-OOOOP sub-folders. Examine the Data
Card tabs of the various flle types. Select the Preview tab and view
documents. Right-click the preview and explore the options for various
file types.
Examine the Versions tab.
Select the Versions tab atd view various document types.
Examine the Bill of Materials tab,
Select LP GAS GrilI Assembly.SLDASM in the Projects\
P-OOOO2\CA-D 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.
Examine the Contains tab.
Select Propane Tank AssembIy.SLDASM in the Projects\
P-OOOO2\CAD Files folder and select the Contains tab. Notice that
the assembly consists of a sub-assembly and several par1s.
Examine the Where Used tab.
Select Knob, Burner.SLDPRT in the Projects\P-OOOO2\CAD Files
folder then select the Where Used tab. Notice that the part is used in
different sub-assemblies and different confi gurations of sub-assemblies
and drawings.
Select Knob, Burner - Marked.SLDPRT in the Projects\
P-O0O02\CA-D Files folder and select the Where Used tab. Notice
that the part is not used anywhere.
32
Lesson 3
Document Greation and
Check ln

r Create project folders.
r Create new documents in the vault.
r Add existing documents to the vault.

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

r Right-click in the file view and create a new folder or flle.
iflelL I
:l rFllF " :liF Fl

. -r: lreifE qtilE : F!: |.i!.r
. li:!J:liE FrrE:t
-i; I l:Ee irrn Eilil .r tr:: rnert

t:' ErE::El l.EEEil a: lEr
'- l: nni t rr nlErf

ii:rr::tl r::e:: t rlibi:E
ir il :rr::rl E.,:E ,1r:il :hEEt
' il :r:i:lr F:, ErF: FrErPrfrr :rl
'r
i; ll :r:::r ,r : : t rtri r l
!1 tt :r:::rr,, ria.: jEir
I :lL ::r'irFr:li, fiiii ]nrilrE
Ir't tr::rdiErl
- .lirl,,r:ilLr:l
Create a ner.v flle fiom ',r,ithin the application bcing r-rsccl.
i I:*l l+..doo.
f, lert Dq( dn*

I lPE({q000!{t.io.nr
ffi:,* 5 EPPL:-Trii.i.r9-!i!li
The advantage of SOLIDWORKS PDM is that vou have the

opportunitl, to associate information (properties" attributes, rnetadata.
etc.) u,ith fblders and llles. This infbruration helps to organize your data
and makes it easier to flnd infbrmation rvhen needed.
34
: _ _ . ^=-: f -rl
Lesson 3
Case Study: In this case study, we u,ill create a neu, folder in the Legacy Desi€Ffs
Checking in lblder of the ACME vault. This folder rvill be used to orsanize the files
Documents we will add and check in to the vault.
Login.
Select the ACME vault and login.
For this lesson, login rvith your Llselxalne and passw-ord.

Create new project folder.
Brou,se the ACME vault and select the folder Legacy Designs.
Righrclick jn the fi1e view area and select New, Folder.
ft Lesal,t;:iqn:
!" .1' + <r tifltt)lu:l:rl . qaf,lE : trliEitrBjilij

*.83ili:6 -
& qcr\4E
ff !:i.,j - t,l:ittj, ?tjFi,,,vTr:jv
S ECn :t E.l i I 1: rt E,r
B Legnrytlesiqnr
& PDF l,: t E!
S F ooool
H aAD Firer
H.M.,
$ trrs:
g :pEE i.at !rr
riitE r tnt t
E ! nrrn,
:Ear.h Lrii F ei l1 ,**. r.l.rr r,..r',-,,."
& [i,D F Er
E l'1ililA,:ll,1E F'rl!.i
& ri,4iih ![L]trlft Fu:
Give the folder the name PRqI-XXXXXX

(where XXXXXX is your name).
35
Lesson 3 SOLIDWORKS PDIV]
Document Greation and Gheck ln
Modify folder data card.

Select the lolder in the file vierv and select the Data Card tab.
Select the Edit Values tab for the folder data card and enter <your
initials> Test Project for Project. Clich the Comments tab on the
data carcl, enter the text shou.n belorv and clicl< Save ffi on the upper-
right ofthc data card.
E9 , ,"", - Ii.dih/ - D,p 6r - ToE ]' 'q, -G
lJir. r :i i:l !:l - rt E, l:E File T,/FP State
n ; F.r-i:ti:i,|,:il
ri F,. .. E t:.:::: i-r ,:,.:r F ir:ri':,r,:.' rir ::..::-:

iH *1 6
E Yie* Yalues ffl rat vut".s
AgM€ ffi: Vis( ACHEWebS(e
Project ldo.mdion
,:
r=
iulln nrr 17 l-lr i
t:tt:l:t a I
ra'sdDde In 1Ll0d,: -----EI
File State Private (local) State. When a neu, fi1e is created or placed into a
user's local cache, the document is in a spccial, private. checkecl out
state. Thc flle has not been checked in to the vault. horveter^
infonr-ration about the trle is added to thc database.
Checked ln. No user is r,r,orking rvith this frle. Any user n,ith the
appropriatc rights may therefore check out the flle fol editing.
Opening a checked in file in an application opens it in a read-only
mode.
Checked Out. The flle is exch-rsir,,ely checked out by one uscr lbr
cditing. No other Llser can chcck out this flle at the same time. Othcr
users c.ln open the f-ric for vieu.ing and copying. but it is not
possible to save any changes.
When a file is llrst crcatcd or placed into the user's local

cache. it isyer.sion I of thc li1e. Vierving the Version tab
shorvs that you have Version 1/1 . If-you citeck the file ir.r
nor,i,. it lemains at version 1.
36
:3- D!!ORKS PDI\I Lesson 3
Ifyou edit the frle after placing it in your local cache,

the Version tab reflects the document was modified
by displaying Version -/1 . The dash symbolizes that
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 PReI-XXXXXX.
Right-click in the frle view of the new folder and select New, Microsoft
Word Document.
Give the document the filename DOC-XXXXXX (where )O(XX)O( is
your name).
Fill in the Data Gard tab as follows:
Title <your initials> Test Document

Subject New Product Specification
Keywords Specification
Click Save EI on the upper-right of the data card when flnished.

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:
r Number. Uses the next available document number.

r Created By. Contains the user's login name.
r Date. Contains today's date.
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 thisis the first document preview, you may see a message indicating
the installation of a viewer.
37
Add Existing Files In some cases users l.rave 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 llles to the vault, you can drag the files into the specific
vault folder, or you can drag a folder into the vault.
Copy folder.
Open a second Explorer window. Browse the location for the training
documents:
LessonOS\Case Study
Drag the folder ACME Documents into the ACME vault fblder
Legacy Designs \ PRJ-XXXXXX.
> r:l,lE r Le!rr! tri !r i > AC[1E Dorument:
i4 x:t!,i ' fJ:irr,

:l e.1.? I a rt E!' !t: FilE TtFE
i rrFrit: lrii q5q...
g:r :ileTibtP Ftr't.r rerErtj - 11.1...
I trqirr E:[/E il:]Brt,lriii ill 0ut onI ItEm
, FtF i:]jnt,. :' 1t"..r,,,,,, il.J..,
; triliita i-inF !! 4:.0... IPEG Image
F !'.rrni E qteit rr lE! 140.... IPEG Image
Bror.vse the folcler ancl lrle information on the data cards. Notice thal i1'
the f-iles have the appropriate propcrty values. they are automaticalll,
extracted to popr-rlatc thc data cards.
38
souowoRKs PDm
Document creati",
""ot:il3i,l
D,OCUment After creating and adding new files, check in the files to make them
Check ln 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 lt r Select the files or folder and right-click Check in.
r 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 frle 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 ofthe file is created. This
way SOLIDWORKS PDM ensures that all changes to a file are stored
without having the previous version overwritten and destroyed.
Ifnothing
has changed in the version ofthe file stored locally, the
Gomment 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 ofthe frle is displayed.
File name Name of the file or referenced file. For SOLIDWORKS assemblies,
the list can include drawings, parts, and sub-assemblies, and
SOLIDWORKS Simulation fi les.
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
Document Creation and Cheek ln
Warnings I Sfrows if there are any problems checking in the file. The different
results are:
6 Cyclic reference - The referenced file itselfrefers back to the
parent file and cannot be checked in.
6 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.
s, File not found - The referenced file is not found.
g Local file is modified - The local copy of the referenced file has
been modified.
6 Local version has been overwritten - The local version of the
file has been overwritten.
g Missing data necessary for BOM, needs resaving in
SOLIDWORKS - The intemal data necessary for BOM is either
missing or not updated leading to incorrect BOM entries. To correct
the BOM entries, resave the assembly hle in SOLIDWORKS.
g No local copy - The referenced file is present in the vault but
there is no copy in the local folder.
s 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).
g SOLIDWORKS Drawing is set to use lndependent Revision
table SOLIDWORKS drawing file uses the option for independent
revision tables. This option is not available if revision tables are
enabled in SOLIDWORKS PDM.
6 The file is checked out by another user - The referenced file is
checked out by another user.
6 The file is checked out in another folder The referenced file
is checked out in a different folder.
g The file is checked out on another computer - The referenced
file is checked out on another computer.
q g 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
t
need to be rebuilt.
6 The file is open in another application - The referenced file is
open in another application.
6 Toolbox file is located in a non-Toolbox folder - The Toolbox
file is not in the proper location.
6 Unknown file format The referenced file format is not
recognized.
War:nings such as File not found, Outside SOLIDWORKS PDM,
The file is not rebuilt and others may block a check in if your
t
administrator has configured blocking for wamings.
40
l--
SOLIDWORKS PDM Lesson 3
Check in Select to check in the flle. Ifthe checkbox is gray out, the file is not
checked out by you and cannot be checked in.
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 hlphen ('-') if the local
file is modifled or not found.
New ver. 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 of the 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 of the file is in.
Referenced as, Found in and State Filr Ndmr., Wnrninqt
are not displayed by default. To view :, rii;:i'l

these columns, right-click and select 6j it -
.1
r' 'ar nir q;
Golumns and choose the columns to l llr,
J I hErl lf
€:ll
display. J liFPn Lli,Pr!Ed 'l!t
v rEril-..ELU-i --fl
More columns can be added for any ;" y' a,'!ririir LiiErt',Iirir:rr
J trtr,re,
variable in the f,rle vault by clicking the J FJervtr
More... option at the bottom of this / :i rrl.ei art Ef
menu. y' fhr:lEd -ruilr
Fefennred Ar
Fn,nt I
41
Lesson 3 SOLIDWORKS pDt
Additional Options If you right-click in the Check in dialog box, these options appear:
Columns: You can select the : ii!ri r i
colnmns to display in the Check l

lf:,,, F.ii,il ii li i:t,r I : : rii: i
in dialog box. !
Show Reference Selection : ,:
Controls: Adtls a check bo,', t.r thc

{lrii!iThrfitri Preri., r1.
right of the Check ln, Keep
1
LL
Checked Out and Renrove Local L
,.
'..: .."
Copy check boxes. The additional _. -..:

F
.- '
I-
box ailow's for quick selection of :
all relerenced fi1cs.

T Select All: Sclects all files displaycd in the Check in dialog bor.
T Select Files: Allor.r,s you to select lilcs
that match a rvildcard pattern. :3::i ier li-r irr. iFt-:r. +" rr..,. -"
. i.nrinii:r'.
Show Tree Lines: Adds ref-crence lines
to the File name colurnn to shovn 1-rle
rcf-erences.
Gheck ln 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 Gopies: 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 fi1es in the Check In dialog in order to prevent
creating new versions during check in.
Note More options can be lound at the top right corner of the - ,|ja1 |l
check-in dialog: ,.. ., .
H- |
I Select Files l' : Allorvs you to select hles that match

a wildcard pattem.
r Open File List B : Opens an Excel file containing the check in
inlorn.ration currently displayed.
!r]: !:'::i . !!:::r11
$ n,
104
10t
lqa
!tc
100
lc0
42
::- l"':t(S )Dtr'l Lesson 3
r Save File List E: 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
held then click Check in.
' r - [a' '4. -'1*
)tr.. :rE:lEn:riEi :ri ,trii l,l:if:l , i:l.il : rlli L:?iE!:r.r tril r! |
n:llEa!:r.4ti
I L!! 1i .Lrr,'!-riE1 JXr.
.] (b<.i,ft :. r.::::11
?: :1 r'' -l L:': ; -
lyp. | ilp Ndme Wdrninq' (hr(k in N++p Ch*'ked Oul ouril{rite Latrtl Version to.al veL N.@ ud. Ch..ked Out:
l
,El D:C 1,1.,-,.,-i in:ri El I tr L: -,r z/z unLr LE
Notice that the Checked Out By f,reld 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.
B l* r,,, - il:itr' - t iFli! - T!: , '

lJire :te.!.el [i]iE,,, :lrE F e
I xr: l,iE L :.rr.int] F
6,:11r1,1i,1:iiri;11"-,i1 IrIlE i,
rocBl revirionr Ho revision
adtBgorT: of lke oocumenE
UorHluw:Dorwst!
RepliEated tor All serverj
43
Lesson 3 SOLIDWORKS PD\1
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 ofdocuments 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.
r:r a1E:l:1 r-_! -p=ji1:'

=;sf:.al L:,::r' T S - i:A-
CherI in K.ep {hr(Ird Out oven+rite Ldtr* YrEion Lo.ar uer. Ntru utl (htrked Out
i ::ri Filt:r i.t ri EN L] L',ti

t
,::j tr ::le Trt r F EN ll t rif ii
trtr n ! rll, ti
1] l,'iii.l,1il'riri Etr I t 'l'ir

. !rleiii ::r.Ftt! EJD L.l b ll}
F 1r.1.i ij ! rair rl . trtr i,l L, tri
Create Files and SOLIDWORKS PDM Prot-cssional allorvs thc creation and use of
Folders from tcmplates. SOLIDWORKS PDM templates are used to autornate the
Templates creatioll of nerv files and lblc1er stluctr-rres in SOLIDWORKS PDM. A
template can, for example, creatc a project structure and automatically
narne the lolders and fill in the project data cards u,ith infonrration.
When creating a nc\\" file in SOLIDWORKS PDM. you call use any of
the installed templates. Rightclick in the file vierv and select
New, <template name>.
': rt B!
:rfE- l1L:F:: .r !r
:EJ:. .i,.. . .... -:.r.inir r. :rii::,
lL::lilrlL F|: 'r
44
I
:__ _,,.^=i< )l\,t Lesson 3

Document Creation and Gheck ln
Create standard folder set.

In SOLIDWORKS PDM Professional, browse the Projects fblder.
Right-click and select New, New ACME Project.
A lorm appears to collect inforn.ration about the project.
Select the following:
r Customer: DS Waltham
r Project Manager: <Your Manager>
r Gri1l Type: Standup Charcoal
r Grill Size: 450 Sq In Charcoal
ItME !iiie.:
i=
Customer: 6rillTFe
- r.;.F "
Projed tiandqeri 6rill size
........!l l:1:t!:
Click OK to create folders.

The template creates a standard folder structure where
the project folder is located under the root-leve1 folder
Projects, and folder name uses the value olthe Project
Number variable. It then creates four sub-folders:
CAD Fi1es, eMails, Misc and Specifications.
10 Create a standard document.
Browse the newly created sub-folder Specifications.
Right-click and select New, Create ACME Specification.
1l
lli
:i lnd Hu
I n+re,r i
i !.+P i
i
,: ,J.
\r, , r.''-
orop'e: r"Wryre hi
re,.:-..E
€ F J=_
idrLr-!-a -ilp: rultt,,ir:,f1.
45
Lesson 3 SOLIDWORKS PDl^,I
Tho tenrplate is structurcd tcr tt*te A.l!ia !p..riiarr.n

automatically place the ncu. docuntent
in thc Specilication folder of the Gurrently Seleded Project
c u1'1'c11t proj ect fbl der.
You are given the optior.r to scleci a

different project. Click OK to continue
The Number, Project Number, Grill Type and the File Name are
already frlled in by the template.
Fill in the data card as follows:.
r Title: Proposed 2O17 Charcoal Grill

r Subject: New Product Proposal
r Kelwords: Standup Charcoal Spec
r Created By: <Your username>
r Date: <today's date>
ite* Hil -Fl:e - Uodl! *an€ ;nd Fil. D"b :i'd
rE :L---:llE- ._
'drie
F.frEt: '..' L E|tEtr!,d'r'-.'c_'r'.1 'l
I i,"..,i"""i i"i,
LlocumEnt Status
I fl rrber: It[ --]ti00:l
I ril* Fr:pi:ei :.rl 7 [Farrii r]rr
:
I SfEd: llEr,r Fr: llir FrnE: !r Bot White
j ltsr:rl: it:nirs lhalrl !re:
I [rere,] E: L tstE: /,1 [2 l.lEr ] E
i r.-rttu,l", F.nrirdi-"*-
si;;;ip il;;;;i AfrM€
:rEaiPFP iir,r
Seicct the Comments tab on the data card and type in a f-erv lines ol
text.
rle*, iir,l Firt - l;1ro:\ i!ar: i rc ille De:i ai.l
F PnarP ::El :::111 I
-"*rt ,:'i-1F, -n td.-i.,_,.r_rE:-i-rrrr

t_-
I m
t'""""'
I trn.LtrrEhr lht_ -nnrirErf
I
L.mn E, t
I
I - : rr d,J-,,r-r,rill*::;--.rrr'1r' -)r
rlF .d -b-r,E,--lr-rrr o -r.!
46
::- l,',al(S PDt,l Lesson 3
Document Creation and Check In
Click Open File to open the frle for editing. Notice that the text entered
into the Comments field of the data card populates the document.
- -r
rll -i IE4IF
mLrttk
3pecifictrtlon Title: Creat€d By: iDe-ifrc*tiotr r-guED er ;
?roporerl i1-i1i Chutcal Grill w'trite 1PEC-0frjo1
Specific:rtion Description :
This is the dreii rgetdrcatiar for tir: Jlil;- Stmiup i hr.-oai Griii
lLis ir etended tc b: a aeu, (lEl{ p;ot1u.t oi'ir! u1g
Exit the document.

Check in the document.
Alternative for
SOLIDWORKS PDM
Standard
11 Copy the folders.
Copy the folder P-OOOO4 from the LessonOS\Case Study\
PDM Standard folder and paste it in the vault under the
ACME\Projects folder.
This will bring the appropriate lolder structure into the vault.
12 Copy the Specifications document.
In the vault, navigate to the directorl, ACME\Projects\
P-OO004\ Specifications.
.xlsx fiom the folder LessonOS\
Copy the file SPEC-O0001
Case Study\PDM Standard to this Specifications folder.
Advanced The previous case study covered the check in of simple documents.
Document This case study will discuss the check in of doculents with references.
Check ln
Check ln File After creating or placing new files in the local vier'v, check in the files
to make them available to other users. lf a file contains relerences. the
file version remembers which version of the reference is used.
This is useful when rctrieving an earlier version of a file. A11 references
willbe retrieved as thev were attached.
47
Document Greation and Check ln
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 ofall 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 fu1l
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.
lmportant! The SOLIDWORKS settings (found in Tools, Options, External

References) should be verified to ensure proper references are used
when loading drawings and assemblies.
r When Search file location for external references is not
selected, the paths in File Locations, Referenced Documents are
not used.
r To ensure that eDrawings information is created in every document,
make sure the option in Document Properties, lmage Quality,
Save tessellation with part document is selected in all
SOLIDWORKS 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.
Documentswith
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:
LessonOS\Case Study.
48
: _ _ _ ,, , - r I -: i
Document creati.11 r"ot:"nil,l,l
Drag the folder Support Frame into the CAD Files lolder of the
newly created proj ect folder (Proj ects \ P-OOO 04).
3 Gheck in assembly.
In the Support Frame foldeq right-click Lower Brace.SLDASM
and select Check in. Click Check in to complete the operation.
qj:i.f.:t ::,r;!- f f - H-
Warningr Chr(! in Keep (he.ked Out Rrno!e 1o... OuEilrrite Larert vcrrion Lo.nl urr. Neur uer. the(
iE ! Li rii EEiE ll!p![l ffitrtr
E .,SE.r ailiEr rLDDFlll/ E'trtr ,l
(r !,a:i t:rnq:LtlFrT 6Dn i,l
i:l Eia:!_ri.ri_Ear.:rrrFFlr 6tr! .l
!i, i :i,
-
ih--4i ;;"." i"r
Note Tlie Check in dialog box contains all the references in the assernbll,
including drau,ings. par1s, sub-assemblics" and SOLIDWORI(S
Sirrlrlation files.
fhe Check in column is clear lor previously chccked in rcl-crences.
Tip Click on the File Type header in the flle vieu, to sort filcs by file typc.
This makes it easicr to locate a specific file type fol check in.
4 Check in remaining project files.
ln the Support Frame folder, right-click Suppor:t_Frame.SLDASM
and select Check in. Click Check in to complctc the operation.
'+.+.{ ij ...JI T ,ii' iH'

Wnrninqt Cherk in Krep (he.k.d Out Rrmolr to... ouerurrite Ldlrjt Vrrrion Lo(at uer, Ne!, !er.
):'. ..
', :1.
:.. :
1*l n
ii tr :.:a :..:
.* tr j'l
ffi rPlan[.sLDDR\il 6n D ,. il
ct Frarl IDFF.T 6tr n tl .
B sllire HuI.SLDPRT EN tr .:,
:j:
m ::uFFot Les.StDDRW Etr n

]e
t_
lupFod LEr lLoPFT Btr tr
-t..1 t :1t,: -.-ii
49
Other CAD In addition to SOLIDWORKS llle types. SOLIDWORKS PD\l
1
Lt
Documents recognizes f-r1e references lbr DrafisightB''. Inventor'f , Soli.l Eclgc- anJ
Pro/ENGINEER@ file types.

5 Gheck in DraftSight files.
Open an Explorer window.
Browse the location for the training documents:
LessonOS\Case StudY.
Drag the folder Tool Desigp. into the ACME vault folder Legacy
Designs\Pru-XXXXXX.
In the Tool Design folder, right-click C-89?64.DWG and select
Gheck in. Click Check in to complete the operation.
Lr a.,e{l ,1
; f - iE-
=sh.r:tr]1../:l;-
Warnings ahe(ft in Xeep Che.k.d Out Remoue to.. Orttr{rite Latett VErtion Lo(al u'r' Nerr ver'
;".. , : 9!{rl4trdrrl qtr tr 't " i Lirhlte
tri ! :,1 1 i bil,hitE
16 { 1+li4l tr,i,r: ffil E il l: LwhiiE
irr ! li:iir t!]'ril an tr :-: lrl Luhte

a 44!il Lllll EN n :: :ii tsirite
E"il!l! t nrll EI n '. : : bohlie
*,:
!\r E ti454t !w: E' tr tl :., biihiE
: ii:1lt!i\! dtr n lrl .-rl trJhite
t.,,,
lri E i!!ii.!llri: dn tr :-)- I I bnhlit
qomtrErtl
ahEa Ln :a.cil H.,t
50
SOL ]VJORKS PDIM 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 ln

Login using the login and password assigned to you by your instructor,
3 Create a new project folder.
Expand the Legacy Designs folder. Create a new project folder
PRJ-XXXXXX (where X)O(XXX is your name).
4 Create a new Word document.
Browse the PRqI-XXXXXX folder, create a new Word document and
save.
5 Greate new project folders from a template.

Browse the vault Projects folder. Use the New ACME Project
template to create a new set ofproject sub-folders.
6 Greate a new Word document from a template.
Browse the Specifications folder of the newly created project. Use the
Create AGME 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 2OO9 Grill Documents folder from the LessonO6\
Exercises folder into the folder Legacy Designs\PRcI-XXXXXX.
9 Check in multiple documents.
Browse the PRqI-X)O(XXX folder. Check in all the documents in the
2OO9 Grill Documents folder.
10 Copy existing documents into the vault.
Drag the Tool Vise folder from LessonOS\Exercises into the folder
Le$acy Designs \ PRJ-XXXXXX.
11 Check in a document.
Browse the TooI Vise folder. Check in tool vise.SLDASM and all its
references into the vault.
51
Exercise 2 SOLIDWORKS PD[I
52
\
Lesso n 4
Versioning Files

r Check out files.
r Create new versions offiles.
r Understand working with file versions.
r Undo a check out.
r View document history.
53
Versioning Files
Versioning Files One of the primary benefits of SOLIDWORKS PDM is the ability to
modif,, files and retain a history ofall file changes. Ifnecessary users
can retrieve older versions offiles.
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 vaull is I.
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.
Gheck 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 ftst
check the flle out.
Where to Find lt To check out a file in Windows Explorer:

r Select the file to check out.
r 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.
";sh*!lL"!eJ:' B- {B-
Wdrninqr Chrr* Lornl u...(herled Out By "
Che.*ed outh
g
:iri !i di TaL i Fi t! rprnpnii I lU i:.!i E
Li!aii!:lllE tr! e.t l0:!r.Er:J r,rj! g
lJii. lr LrinriBii. n rlr E'
FBdEiii L:.rnt p! tr-
,lrnrlii El!!iit ir ,ti! tr
'rhe.rid i-.::^:_- lJq
54
SO{JDYYORKS PDM
u".",.li"Ti,T"l
OptionalCheck Since SOLIDWORKS PDM is fully integrated into the Windows
Out Method Explorer interface, you can use the Gheck 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 flle vault that contains
the desired file. When you have found the file, right_click it.
g a3e.
J.l r,,",,itr,, Ae:irii 'ntrdi. -:,o., -r"., -

: i !{l,l
r:,rr r,,ic. r" ior l. selett
G Drniop
E A.ME
i] F-,ia7 ED"i:.r,j
,j om,-mt,
i d" ,,,., ;; +4*! -_ r
lE p itu6 r,,,r. oormomruz i.4 rl

l rG *ra(loihsi:
&I vdeor I
*rWNDoWs{ri [i**,.0., spdhMid

&D!TAE) f ._*, M*
.l tt..;r]
* r"n,- Poe- Aumq w-e-Poel
i
3. .,. I
Q t,pi !
f-_-_--
Flh nimer DoC @dor
Select Check out. The file is now checked out in the SOLIDWORKS
PDM file vault, and you can open it to modiSz 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 Ifthe 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.
i !:i
.7
a._ |
=:f.,r,:t:i:r-
i.,: , I r!ri:!,rG
,! | i::Ji a,r!
r;i ! 51ir: ,rr: L !
;. li5li!!ri:
,.,, tiJj:!!\l: L L
.! lil5ltrlLr t a
,," E i!t:: Dri'l
8-09937 DW6 Q n
,:rir !i t:tT:r !:h
55
Versioning Files
The columns in the Check Out 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
Warnings Shows if there arc ary problems checking out the file. The different
wamings are:
? File is checked out by you The file is already checked out by
you.
s File is checked out The file is checked out by the user listed in
the Checked Out By column.
g No check out rights - The file exists but you have no rights to
check out the latest version ofthe file. Contact your system
administrator to obtain sufficient access rights.
g File not found The file cannot be found.
a The file is deleted - The file has been deleted.
& Can't check out: Unsupported file type
A Document in multiple projects The file exists in multiple
folders.
A The file is open in another application
Check out Select to check out the file. Ifthe checkbox is grayed out you cannot
check out the file.
Get Select to retrieve the version (displayed in the Local ver. column) of
the file to your local working folder. If check out is selected, the
latest version of the file is retrieved. If the checkbox is grayed out
you lack rights to retrieve the selected version.
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.
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 of the file is in.
56
FT
h
h
h
s: _ 1,.' 3f(s PDt!,1
Referenced as, Found in and State

Lesson 4
Versioning Files
h
lype lilFNdme
I v.---__
rypE
are not displayed by default. To view .lg : c-[!]d4DWGI !: Fil^Fta$,!
tr
tr
these, right-click and select to toggle
the option display onloff.
More columns can be added for any
"$e
"la
.td
;
a-s::,4r.nriu]
a-54r{l
4-55s6q Drui
E4456ln'r'ry'
Du /
y'
r'
luirirrqJ
.h,.r ",,r
Get
LDLarver
tr
h
variable in the file vault by selecting
the More... option at the bottom of
this menu.
"te
.le
.te
l-
-{ts
, ri*r,
R
orui
td84r.D{,i
I
I
e-rr:,-nr,,' :L:"'"'':
che'kEd out Er
Fourd In
tr
E-!!!l]l.tt,v1
' I Stite
tr
tr
Additional Options If you right-click in rhe Check out
dialog box. additional options include:
;
,
[i rmrr
ll o!! P.efe'8i.. li ili rf i rntr.lr
"-:
]
tr
:: --
r Columns: You can select which i
:"
lrle.tFilEj, aiil+E
columns to display in the Gheck
tr
tr
Out dialog box.
i
I
(harqeThrr'rtn;r
Get qll Filrr

Fre,.,lerr !ze
{t
.:1i:
+L
I
tr r 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 ofall referenced files.
r Select All: Selects all files displayed in the Check out dialog box
r Select Files: Allows you to select files that match a wildcard
pattem.
r Show Tree Lines: Adds reference lines to Tvpe
the File Name column to show file E

references. €
r Gheck Out All Files: Toggles all
D
checkboxes in the Gheck out column to ,Er
select all files. @

r Get All Files: Toggles all checkboxes in *,
{
the Get column to select all files. ffi
rtt
Note Icons for the Select Files, Open File List and Save File List options
can be found in the upper-right correr ofthe dialog.
Start Editing Depending on the file tlpe selected, the corresponding application
(Word, Excel, etc.) stafis automatically when double-clicking on the
checked out flle.
57
Lesson 4 SOLIDWORKS PDIM
Versioning Files
Gase Study: In this case study, we will check out a file, modif, the file, check the
Versioning Files modified version into the vault, and retrieve an older version from the
vault.
Login.
For this lesson, login with your username and password.

Check out the file.
Browse Legacy DesiEps \ PRcI-XXXXXX.
Rightclick DOC-xXXxxx.docx and select Check out.
E c*o,,, - ilrdfy ' tl:Flil - T:oli v q-t*
llar.B l:t i:li.l t:r!t E, 5i:e F t Type tite [/ ]d fre l
, I Ar: f,iE t i: rriiitJ
.r, T:. DEr !r
dltrrc-rrnr+:a..r:r t,rl,ie 1li t,4i:rnr.ftu:rltE:rr.eft nirtel i6ltli!1t
, ,' ,-. . ,.
.. .....'.. ' ::
p Fr*' e.' @r.t:,;:,: i{]',;mirr lr: 6:.',,., n =i".,.'" g ;,..i'." g ...,r--,,n""
il*;hr"--lro'mi
'odEinoood!i..--'-'---- 1l![Er1 lji]iE
HumbE,:
Vaulted
TitlE: :+* "tr
Oo"r-*t
::[ E.fiEd o!1 [,,rr
srbpr, New FroorcL spes rcdlrr Bob White
(ey+,od:: Le ii,, Ers a i :a [rmEr1

Sp""r.Jo-
ll edle. Eu - Dire fl 0? N.v lrl -
r utcur rluilruEr ffi fr.E.r
T}PE
esr
E ASMIS
J
Modify the file.

On the datacard enter the Title: Sample Gri11 Specification and
save.
Double-click DOC-XXXXXX. docx to open.

Make modifications to the file text, save, and exit Word.
58
h
lrt
b
Lt
Sa- lrrrORKS PDM
4 Check in modifications.
Lesson 4
Versioning Files
b
b
The hyphen
changed.
'-' in the Version tab reflects that the document has been
b
Right-click DOC-XXXXXX.docx and select Check in.
Because we want to make another change, select the option Keep
b checked out. Enter a Comment and click Check in.
b
b B;Sldr.lXLe.,*- ? bl-
b
wirninqs chr*in XerpChe*edOul Renov.Lo... O!.ruriletat.rtv.riirn Lar.lrer, Newuet
Doa ffi.d.cx Ef ffi tr tr /3 4/4 bwhir
b
b ''"',
b ,, llturl : :it!r ,
b
b Overwriting Latest Each time a document is checked in a new version is created. During
tb 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.
ht Overwriting latest versions can greatly reduce the storage requirement

of the Archive Server. It can also simplifz the history of the documents
b
b
by removing unnecessary versions such as daily check ins or data card
only changes.
l't Make additional modifications.
b Double-click DOC-XXXXXX. docx to open.
b
b
Make modifications to the file text, save, and exit Word.
Check in modifications.
The Version tab reflects that the document has been changed.
b
b
Right-click DOC-XXXXXX.docx and select Check in.
Select the option Overwrite Latest Version.
b
b
Typr Eil€ Nnmc Wnlninqs Che* in (rep thr.[d Ad Remoue 1o... Olererile tdtert VErsion Lornl rEr. New ver. (
EtrtrE -i4 4i{ b,,,1- tE
b
t2
b
Do not keep checked out. Enter a Comment and click Check in
b
b
tt
59
E
t,I
E
E
I
I
l
Versioning Files
Local File Version When you select a frle in the Windows Explorer file view, the current
version ofthe file stored locally in the working folder (cache) appears
on the Version ,uU,E***l

The first number represents the local version, and the second number
represents the latest version in the vault. A hlphen ('-') appears if the
local file version is modified. You can also find out which version is
stored locally by displaying the propefiies 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 ofa file:
Where to Find lt r Right-click on the selection and select Get Latest Version.
r Or, click Actions, Get Latest Version from the SOLIDWORKS
PDM menu.
Ifyou 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 ofall available files, including files in subfolders, are retrieved
1ocally.
Get Version To retrieve an earlier version of a file:
Where to Find lt r Select the file, click 6d t€r:i.n I i raditcri erqt n.E.r!rEEJbi.t
Actions, Get Version l. .diEd rnginiEr! m(dfi.rllcr !
l. in tisl .hE(k n
fromthe SOLIDWORKS acrlEtr:iilii. FDF
PDM menu, and select a

version.
The program copies the selected version to the working lolder if yor.L
have sufficient rights to retrieve the file.
Note lf your system administrator set the Always work with latest version
of files option, Get Version is not available.
Overwriting lf the file is checked out by you, the Get Latest Version and Get
Checked Out Version oommands overwrite any file content stored locally with the
Versions content lrom the selected version.
A dialog box appears asking you to confirm that the file content u,il1 be
ovem,ritten with the latest version. Click Yes to retrieve the selected
version.
t anrli.fl ieFlrrE ChdlEd ilui F:re nlr
--*'--*---..-''i i
i -rl5l
.'- r]rihei IanrEleoa./te!lnrtrBiiri:rl\IEla.:fi:lfr.doA'ls orrerily#e*edou11
:
-;r '"...- ir, o pr,E:i:i' l
l.: .=-,,,-,.-,==..111.=..4j+-u--.. I .-. i-i!!jr-.-r:..=q1....l ir
60
g
tt s: _ :," 3 eKS PDt\4
Lesson 4
Versioning Files
E
It
Get previous version.
Bro'nl se Legacy Deslgns \ PRcI-XXXXXX.
h Select DOC-XXXXXX.docx and right-click Get Version.
Get a previous version of the file.
lE Select the Version tab and review tlie infbrmation.
It B
Name
s.tion, - Modir - U:ptay - rrot: -
Che.kEi ffut Ey Sizp Type
q;E
ts
Fite State
S*Cur Oorum"nt Fo dEr
s roo uei ql lrloe,
G$5;ffir{t+ii ri.!, r,1i.rls.ftwordr,ocument vauted
<ir.?F.;;lilii;li.l.;.i!.<t
Er,::-. * :- f:.:...,.r.,.,r.S ,,",
Ls.al revjgsr No revEirn
Cnlq.ry: Alfice Datuments
\S0ddlost h{uments
Replirsted ler All serueE
Ysu do nnt hnve ihe laLest versisn Df thi5 lile !n rour tD.al hnrd disk
t'
l
I Get latest version.

Right-click DOC-XXXXXX.docx and select Get Latest Version.
Select the Version tab at.rd revic\v thc infomration.
Undo Check Out To remol,e the check out on a filc checkcd out by you, without saving
any changes tnadc to the fi1e. use Undo Check out:
Procedure 1. Right-click on the file ancl sele ct Undo Check out.
2. The Undo Check Out dialog appears.
d! Uids trh€(k.Jur ,]t
rL..r. r".r,. E;s!.*l L....elr-
, B, B-
Tvpt Fre Namt walningt xftp che([r... undo che.*... Remo{e to... ror.t u... " uer. (hr(ked o;
Nevr
1:_--l
I I Lndo c\trioli l. carmt i I nuo l
61
Versioning Files
Note If the file was modified after Check out and before Undo Check out,
a waming will appear in the dialog box.
Li Li"dE fhe(k Cut
,i} .f 91+*All L;!Eh -

";
FilP Ndme Wdrnrnql Keep Chr(tr... Undo fier* -.. Rrmosr to... Lo.al v...
tlL-14,.:r_,.ra,.il:., ! L.ra I E jrrrijfEd rl E'
_l l!:l8 ThEIE it:!.ltsniLtnnn!

{
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 \ Pzu-XXXXXX.
Select DOC-XX)O(XX.docx and right-click Get Version.
Get a previous version of the 64\!ecnn t 4 i{ld( onal riginr.ilnq lrr.lhack

fi le. .,i arld.d eillrn.ri rrrJiiltitr.n:
: Initial .herli in
arn{r* 9!'ii6 PDF
I .a rcalerl)
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-XXXX)O(.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), ro11 back to an
earlier version (ifpermission is granted), or get the selected version as
the active version.
(
{
{
62 (
S3-:TiCRKS PDM
Lesson 4
Versioning Files
-"*
12 View history.
Select DOC-XXXXXX.docx and select Display, History to browse all
actions on the selected file.
..3P- "-::-T' gY:..-::iTt #B* *-*'"*-*"- *-*";#;"--

E@i u,,. ru*""
I Cretudin o o*r, OBtu ra r4}r, adde,dqqilBr4i*dbad.6&ed
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i- L'r€dcd h 2 ftqir€s1 06&t 11 17r0.1p Int!d4,ed1n1
&"iilblhtritunb'Vdlbd 1 Er@nee1 6€&il$r03lU gt€h,*ffq<dtlyats6akEa*&1
A/Rsmdlitri'qFdHEosohof. . Ere@l 6h rl rt47i0l
lilEreahd 1 E{grserl oaffi E 1sr4d:3s
t:.tit?.ti:
rt
63
Exercise 3 SOLIDWORKS PD]II
Versioning Files
Exercise 3: In this exercise we will create a new document, modi$z the document to
Versioning Files create new versions, get previous and latest versions ofthe 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.
Create a new specification document.
Browse Proj ects \ P-OOOOE \ Specifications. Create a new
specification from a template and check it into the vault.
For SOLIDWORKS PDM Standard, copy the file SPEC-OOOO2.x1sx
in the LessonO4\Exercises folder to the folder listed above.
Version the document.
Check out the new specification file. Make modifications, save and
close the document. Check the document into the vault.
Get version.
Get a previous version of the document. Examine the Version tab for
changes.
Get latest version.

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.
Undo check out.
Undo check out on the document. Examine the Version tab for
changes.
View history.
View the document history.
(
64 (
-
Lesson 5
File References

I Create user-defined file references.
r Copy files and references.

r Share files to other folders.
65
Lesson 5
File References
SOLIDWORKS PDM
u
V
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
2
2
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.
2
2
Examples:
r Microsoft Excel spreadsheet with a Microsoft Word file.
tt
2
r
r
3D component of a motor with the PDF specification file.
Digital image of a building with the renovation drawing in
SOLIDWORKS.
2
t,
Greating and Users can create user-defined references between files. When working
,,
Removing
References
Procedure
on the parent file, its references are displayed automatically.
To create a user-defined reference:

2
2
1.
2.
3.
Right-click the parent file and select Gheck out.
Select the fi1es to reference.
Right-click the files and select Copy.
t,
2
4.
5.
Right-click the parent file and select Paste as reference.
In the Greate File References dialog box, set options and click
OK:
2
Y
o Add Reference. Creates a reference to the file.
o Show in Bill of Materials. Includes the file in the parent file
BOM.
2
2
o Quantity. Sets a quantity for the referenced frles. This
quantity is used in the Bill of Materials, Contains, and Where
Used tabs when you enable Show in Bill of Materials for the
2
2
6.
7.
reference.
Check in the parent file.
To verify the references, select the parent file and select the
2
2
Contains tab.
To modify or remove a reference:
1.
2.
Check outtheparentfile.
Onthe Contains tab, click Edit user-defined references ffi .

t,
,,
,,
3. In the Edit User-Defined File References dialog box:
o To remove a reference, clear Referenced.
o To remove a reference from the BOM, clear Show in Bill of
Materials.
t,
,,
t,
o To modify a quantity, enter a new quantity value.
4. Click OK. ,,
5. Check in the parent file.
66
t,
,,
|,
L
E-
h
lD
lt S(x-I)TYORXS PDM Lesson
File References
5
lt Note Added. modified or removed references will not be updated on the
lt Contains tab until the referencing file is checked in after the operation
lt is perlorrned.
h Case Study: File This case study il,ill illustrate how to manage flle references.
lE References
lE Login.
lE Select the ACME vault and login.
b
lt
For this lesson, login with your usemame and password.
Greate a reference.
Browse Le gacy Desigf,rs \ PRcI-)OOOO(X\ ACME Documents.
tt Right-click Misc Grill Information.xlsx and select Check Out.
lt In the same folder, right-click Pedestal Compjpg and select Copy.
lt Right-click Misc Grill Information.xlsx and select Paste as
lt reference.
lt
g CE,iel !Pet:'en.Er i?
tr
3;shdd.qliLeI*l:- V E}- H-
q ffi ,: ;',::r.i
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F
h
tt .*-^-)-.-.1.-1. ..1
-,-.l,r-:'.1! l l.r i:Fr ,
tr
tt
Click OK.
Check in Misc GriII Information.xlsx.
tt dr therk !r
tr
tt
Wnlningt Cher[ in Ktep Chr.kad Out
Mtr
REmour
tr
tr
=;
1o... Oftnurite tnled lrEion
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ri
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bilth
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Lt 67
Ft
Lesson 5 SOLIDWORKS PDI,,1
File References
3 View the references.

Select the Contains tab to validate the references
r'lt::'t lll:1":lt:':"'1t
l,l.r:i.ft E,:r \r,nrliliri r,'autEl
r-;ldr f :ririr H ff,...r:,e L:::

Esl"eallleds- 4 E A
ts-e'ffi
fvpE Warnings f,otrigurdtionnnmr CheiledoiltBl thr(krdouth Foundh Shh
tri i M i. ilr hi.ili it : rl
B C 1,AC...umenb Gl Vautted
1ri rtr! d rrrt F, B c\,AC...!menb fdlvautted
4 Remove a reference.
Right-click Misc Grill In-formation.xlsx. and select Gheck Out. (Do
not check out the jpg frle.)
Select the Contains tab and click Custom References # .
Select Pedestal Compjpg, uncheck Referenced and click OK.
g ad,t UrerDeE:Ei File P.r+ren(€!
ilfii:l:!,,rir'rle::irriii,ii..r. lr.i.rhll:,ii. -:,.li.r:irr.i:::iL.ir+r =;9'trrillLerel:- B- B-

lype FilE Nnmr Rdaltnftd ShouinEilldMatErinl! quantity Foundh "
i
: ;:,..
i- _l $ ; .,:1,. 1;,1 r,,,.,, 1., t.. : :: :.... tj: :.j : t-...1 :..,:1. ::
FEn4til a.rnr.lfn n [L W C]1"4C1,,,1E\LEqa.yDe5 qns, ,)C{+CCC{\qilvlE DorumEntr
Check in Misc Grill Information.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:
l. Select the parent file and select Tools, Gopy 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:
o File. Copies all referenced files to the destination folder.
o 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
Sl-:i,rlRKS PDfvl
.,," *l"i"".lll"l
4. To change the names of the copied files, click one of the commands
in the Transform Operations section:
o To add a prefix to file names, click Add prefix and type a
prefix.
r To add a suffix to file names, click Add suffix and tJpe a
suffix.
o 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.
o 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
hrst in the list.
For all transformations, if you selected one or more flles before
clicking desired transform command, under Apply to, select one of
the following:
o All. Applies the transformation to all copied files.
o Selected only. Applies the transformation only to selected
files.
5. Set the remaining options:
o 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 ofthis setting.
o 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.
a
a 69
4
Fr'
F
r
fi
l
Lesson 5 SOLIDWORKS PDU
File References
o lnclude drawings. Includes any related drawing files

(.slddrw, .dwg, .idw, etc.) when copying the reference tree.
o lnclude simulation. Includes any related simulation results
files when copying the reference tree.
o Name drawings after their models. Sets drawing file
names to the same as their associated assembly or parl hle
names.
o Select which version ofreferences to use:
o Use latest version of references.
o Use attached version of references. Uses the version
that is attached rather than the latest version.
o Gheck-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 frle 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 righlclicking

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.
7
Case Study:
Copy File and
This case study will illustrate how to create a new copy of a
SOLIDWORKS assemblv and its references.
2
2
\-
References
Create folder.
t,
2
Browse Projects\P-00OO4\CAD Files and create a new folder
named New Support Frame.
Gopy files.
2
J'
Browse Projects\ P-OOOO4 \ CAD Files \ Support Frame.
Select Support_Frame.SLDASM and select Tools, Copy Tree. 2
2
Select Projects\P-OOOO4\CAD
Destination folder.
Files\New Support Frame
In SOLIDWORKS PDM Professional, in Settings and Options, click

as the
2
Y
Regenerate serial number in cards.
For all versions of SOLIDWORKS PDM, click lnclude drawings.
2
2
2
J'
f
l.
l-fl
n
lrt SOLIDWORKS PDM
,,," *!?"".lil"l
FD
F For SOLIDWORKS PDM Professional, inthe Transform Operations:
tt area, select Rename with Serial Number, set serial numbers and click
oK.
lrrt
b
b FieTyFs seria ilumber
tb
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For SOLIDWORKS PDM Standard, in the Transform Operations:
area, select Add Prefix, type New_ for Prefix: and click OK.
tt Click Gheck in on Copy: and add the comment

New Support Frame Desi€f,r and click Copy.
lrt "4 lcrv :r.. !r\Aafi:!Frnje.tr.P HCn4€AD F:ie;,.:!eFad F.iEErSuppla Ff.ftrE !Llt5hl
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File References
3 View new files.

Browse Projects\P-00004\CAD Files\New Support Frame and
review the newly created documents.
* rttirnr -!t.dit) -t,jpa!,To5, o. -+

hE.[ed Oqi Ey Sizr F lEType Itate Hrnfiid Clr:lri{rli]i {it!r) i:
r$Gl ltooou:.:rrl:nr 164. . SOLIDWORK:Ajremblr D. \Uo* ih .
Prn 06 N.v 16 . CAD File5 CA
mia! ::[[!ui :LD[Rvr' 19i. . SOLIDW0RKS D'iuihg 0... 1u.* h prn. 06 No! 16 .
,$tll-:tollui :Lrlnr 165. . S0LIDWORKS Pat Do.u. , Wor[ in prc. 06 No! .16 CAD F lEr tAD]
B:g! :i[!rrr rrDcFr,, 1!5. . SOLIDWORKS DEWiig Do.. Work n Fro .. 06 16 .
No! aaD , ,.. COOI
{tll uurur:Llnrr 14t. . SoLIDWoRK5 Fart D..!. . Wo* h pr. . 06 16 .

N.v cAD F te. CADI
mIr! :]t[!tt! !L![RU 118. . SoLIDWORKS DEuihq 0... W.* h Pin . 06 Ndv 16 . CAD F ler CADI
S:ll- nuru:Lrl:rr S?.1. SOLiDUrORKSArr.hbly D.. Wi* n Frc . 06 Nov 16 . aAD F le5 (AD]
!3,:a!- : l!!!11l.ltt FFrT 101. . SOLIDWORKS Fa* D..!. . Wn* n Pm , 06 Nov 16 , CAD F le5 CAD
$rlr, i:u,rt rLlerr 166. . SOLIDWoRKS Fa* D..!. . w.* ih Fr . 06 Ndv 16 . CAD F le. CAD
ffitaD-: I l[!114ItDDFfl 11i. . SOLIDWORKS D6uir! 0.. . W.* h Pr. . 06 Nov 16 , CAD Fde5 CAD
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Moving Files with Similar to copying a parent frle with all its references, SOLIDWORKS
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.
o To add a prefix to file names, click Add prefix and type a
pref,rx.
o To add a suffix to file names, click Add suffix and type a
suffix.
o 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
h
It
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SOLIDWORKS PDI\1
,,," *:i"";::":
h
E
o To name files using serial numbers, click Rename with
Serial Number. In the Rename with Serial Number dialog
It box, under Serial Number, select a serial number or click

<Do Not Rename>. You can select a different serial number
b
b
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.
b
b
4. Set the remaining options:
o 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
tE hierarchy is flattened; all referenced files are moved to the
ht same destination folder as the parent. In the list of referenced
t
F
files, see Target path to view the effect of this setting.
o Regenerate serial number in cards. If serial numbers are
used in data cards, assigns the next number in the sequence.
tt For Rename with Serial Number transformations, the same

serial numbers used to name the files are used in the data
tt cards.
o lnclude drawings. Includes any related drawing files
l't (.slddrw, .dwg, .idw, etc.) when moving the reference tree.
t't o lnclude simulation. Includes any related SOLIDWORKS

simulation results files when moving the reference tree.
kt 5.
6.
In the file list, under Move select the references you want to move.
Click Move.
F Since the files are moved, they will retain their history.
ht
tt Note Move Tree is not available in SOLIDWORKS PDM Standard.
However, files can still be moved manually as long as the Move File
Lt and Move Folder permissions are given.
lrrt
tt Case Study: This case study will demonstrate how to move files that have
tt Move File and references. We will take the files that were just copied and create a
components folder where we will move all files except the top level
b References
assembly and its drawing.
Lt Create Folder.
b
b
Browse to the Projects\P-OOOO4\CAD Files\New Support Frame
and create a new folder named Components.
Move Files.
Select the top level assembly in the New Support Frame folder and
t'E select Tools, Move Tree.
t't Select Projects\ P-OOOO4 \ CAD Files \ New Support Frame\
t't Components as the Destination folder.
b
b 73
lrrt
F!
F
I
i
I
File References
Click lnclude drawings.

Clear Preserve relative paths.
Clear the Move box next to the top level assembly and its drawing.
Click Move.
* U:.e rr.r a itar/E1iar".t.:? .rcacJ,,aAl F :i$err Srllni I

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3 View the files.

Browse to the Components folder to see the moved files
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74
I
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lrt SOL DWORKS PDM Lesson
File References
5
F
l'rt Sharing Files SOLIDWORKS PDM Professional allows files to be shared between
f't directories. Shared files exist in two or more folders concumently.

Shared files are marked with a yellow plus sign icon in the Explorer
view.
F
b
b
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
b
of the file. Only one user at a time can check out a shared file.
Procedure To share a file:
b
b
1. Right-click the file to be shared and select Copy.
2. Right-click the destination folder and select Paste shared.
tlrrt
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File References
Exercise 4: In this exercise we will create a user-defined file reference and

File References duplicate an assembly.

Create a user-defined file reference.
Browse Legacy Designs\ PROCI-XXXXXX\
2OO9 Gritl Documents.
Add Misc GriII Information.xlsx as a reference to
Griil_Trends_IVeb. pptx.
Duplicate an assembly.
Browse TooI 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 newlv created
documents.
76
Lesson 6
Searching

r Search the vault for specif,rc files and properties.
r Create a search favorite.
77
Lesson 6 SOLIDWORKS PDr!4
Searching
Searching When yor.r need to find documents or folders in the SOLIDWORKS

SOLIDWORKS PDM frle r,'au1ts, yon can use the SOLIDWORI(S PDM Search
PDM function. With the search tool you can search by name and a number of
other search criteria.
There are turo search methods:
1. Ernbeddccl Search:
Embedded searches lct you search tbr files and foldels fl'orn r,vithin
Windows Explorer and standard file-based dialog boxes such tis
Open and Save As.
An embeddcd search opens directly in Windou,s Explorer.
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Where to Find lt Embedded search: click Open Search ,,E[r:.lr: on the

SOLIDWORKS PDM menu bar.
Commands for embedded searches appear on the SOLIDWORKS
PDM menu bar when a search is active in Windows Explorer.
78
Fr rt-
lrt SOL DWORKS PDIVI Lesson 6
FD Search ing
It
t't
tb Toolbar
icon
Command
Start Search
Description
b
b
tb
* Stop Search
Clear Search Clears search criteria.
Favorite Searches Lets you save search results as a Favorite search or
l't choose an existing Favorite search.
tit't q Open Search
Glose Search
Opens a file-based search form in the upper-right pane.
Closes search view and retums to file view.
l't 2.
h
Search Tool:
SOLIDWORKS PDM Professional includes a Search Tool. The
l T
SOLIDWORKS PDM Search tool lets you search for non-file data
tt for users and for files and folders.

It opens in a separate window.
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l
Lesson 6 SOLIDWORKS PDN/l
Searching
Where to Find lt r Search tool: click the Search cards and t- t - F c
favorites icon and select Search Tool. ;q H"

Search commands appear on the Search toolbar,
:
'lirPrarr:i:
search menus and the file shotlcut menu. E :eir:rr-:] ,-
Toolbar Description
Command
icon
Start search
Stop searching
iki
Clear search Clears search criteria.
:i
Add to Favorites Lets you save search results as a Favorite search or
choose an existing Favorite search.
:::4
tfl
Open Search Opens search results as a comma-separated value (.csv)
Result file.
t=] Save search Exports search results as a comma-separated value (.csv)
result file.
Name and Using the search tool, select Gomplete 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 orwithoutwildcards (x or ?). SOLIDWORKS PDM finds all
files whose name contains the entered string.
Tip If Name is empty, SOLIDWORKS PDM finds allfiles of allfile types

that are stored in the location defined in Look in.
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80
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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. d oc,framexd ep. pdf, *frame. dwg. These
search values find:
r A11 doc files ending with fax.doc

r A11 pdf files whose file names contain the strings frame and dep
r A11 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 x.pdf. SOLIDWORKS PDM finds all pdf files.
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
pulldown list. Ifyou select one ofthese search values, you can use it in
the next search without having to re-enter it.
Select lnclude subfolders to also search in all the underlying
subfolders ofthe selected folder.
Select Search in all versions to search through all fiie versions for the
file data card values.
Start Searching After you have defined the search criteria you can execute the search.
Where to Find lt r Click Search, Start Search from the menu.
r Or, click Start Search '& on the toolbar.
To clear the search criteria l, p*pu.utlo, for a new search, click Clear
search i:'#{.
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:

r Checked in files
r Checked out files
r 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.
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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:
r Double-click on the file name.
r Right-click the file and select Open.
To clear all criteria and create a new search, click Clear Search
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Ei, HE p
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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 stafus, user name, etc.
Login.
For this lesson, login as a manager with the provided login and
password.
82
-.-
S3- D'i!ORKS PDM Lesson 6

Searching
Define search criteria.

Start the embedded search tool, seiect the Complete Search form and
select the Name and Location tab.
The cur:rently active search form will have a green

taf,.B-Ll_ *1
check mark in the icon of the form name. Q. 4cl'4E Q,r rt:earch
@.".0,"*r,,,.n
le:."*rr""r.
In Name, enter slddrw. In Look ln, click Browse and select the
ACME vault.
N ote The Look In field will show the path selected when the search tool was
started.
Click start search .,ft, . The results appear in the file results area.
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Define a new search.

Click Clear Search :rft:r to clear the previous search.
In Number, enter B to search for all numbers containing the text B. In
Look ln, click Browse and select the ACME\Legacy Designs\
PRcI-X)OO(XX folder.
Click Start Search rft.:. The results appear in the file results area.
Exit the embedded search tool.
83
Searching
Favorite Searches SOLIDWORKS PDM Professional allows r 6 ACL1E

common searches to be savecl as scarch lavorites '
' :F: 'tt'
*:lr.led:ri!,,11r
A favorite search is one that is run regularly by ;; Er [E! F ei
the user. The search is typically the user's own q Er:l,iE l.rr.l. lrir:l
favorite and is not seen by other users. Some Q a.i,Fliii:iii.ll
Llsers may have the administrative right to create favorite scalchcs that
can be used by others.
A favorite search does not rcmembcr u,hat rcsults have appeared

befbre, but it remembers thc criteria used to locate l-rles or folders.
To create favorite searches using search tool:
l. Detlne lhe search criteria.
2. Click Add to Favorites * .
3. Enter the name of the neu. favorite search.
The resultant favorite is added to the menu that appears when the user'
right-clicks in the docurnent vault.
Note SOLIDWORKS PDM Standard does not allow the creation of search
favorites.
4 Create a favorite.
Starl the en,bedded search tool" select the ACME Quick Search fonr.
In Drawing Number. entcr CAD. In Description" enter grill.
Document Search Form

ATMH
Click Start Search il . tne results appear in the file results area.
**
CtickAdd to Favorites ^ ;:;,,1,],,3.:E ,no for Favorite name:
enter Gril1 CAD Fi1es.
Set pern.rissions and click OK.
84
nr
lrrt
tt SC- DV/ORKS PDM Lesson
Searching
6
tt
tt Click Clear Search ;&, to clear old search criteria.
b
b
In Workflow State:, select Work
Click Start Search :&:.

In Process.
The results appear in the file results area.
tb Click Add to Favorites and for Favorite name: enter Fites at Work
In Process State.
Set permissions and click OK.
b Search by favorite.
b Close the active search window by clicking Close Search 1s"':ii!r'.

Select the search favorite Grill CAD Files. ,*t;j q .-,e
F
b
I
-nf ltri:lEd autb,,, f.lr
i3 ':,ltt;lI'r ,,
tt il rrr rr\!r c..
tt Greate a favorite to find checked out files.

Log offas the manager and login in with your login.
lrt Start the embedded search tool, select the ACME Quick Search form.
lrtD Check Display checked out files and select your usemame for Only
tt display files checked out by: and click Start Search :& .
F
tt
tt
Document Search Form
Look in: C:rAal,{E

ACIW€
Drawins Humber:
F
b
b
De6cription:
/L.Lr1' "-_F'. 0nl+ drsEldv lilPs

checkedoutbu. L,=
tb Click Add to Favorites and for Favorite name: enter Checked out
by me.
b
t't
b
b
b
b
b
b
b
tt
85
br
E
G
C
E
F
i
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.

Check out files.
Browse Legacy Design\PRJ-)O(XXXX\Tool Vise.
Check out tool vise.SLDDRW including a// references and drawings.
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.
Click Start Search .*{,

!.\
.
The search engine locates allthelies that you have checked out.
Note Press Ctrl+A to select all the files in the search results window.
Check in files from search results.

ffi
Click Check in files :H and check in a// your files.
Create favorite.
In SOLIDWORKS PDM Professional, click Add to Favorites s .
Enter Checked out By <Your Login name> as the ra..re of th..r.*

favorite search.
The resultant favorite appears on the search menu.
'(
,(
'-
86
Lesson 7

r Understand workflow states and transitions.
87
Lesson 7
SOLIDWORKS PDM
9
vv
SOLIDWORKS
PDM Workflow
The SOLIDWORKS PDM workflow is designed to represent the
location of a file or BOM within a pre-defined process. You can
associate files in the vault with a pre-defined process, conflgured by the
t,
t,
SOLIDWORKS PDM administratoq that moves the files through a
design process, approval process, etc. You need to change the state of a
hle tcl rnove it through thc process.
t,
2
Change File State Files in a SOLIDWORKS
PDM lllc r aull alu al s
rcside in one ofthe defincd
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stales ol- a file vault
r,r ork l-lorr. The strte
delerrrrirres r,r liich access

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rights you harre to the
selected version olthc file. 'ri":r':rir:; 'r
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Note The frle must be checked in to change the current state of the file to
t,
,,
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Where to Find lt
another state.
r Righlclick the selected files, choose Change State, and select a

Y
t,
state transition (state to change to) in the shoficut menu.
A submenu displays all selectable

state transitions. The list depends &
Fdt t,
t,
on the state transition rights you
have been assigned in the
Workflow Editor. The symbol
[=a
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\I.rii: rl
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before each submenu oplion
indicates the target state ofthis
transition.
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r The Do Transition dialog box appears:
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-.""".,--..-""'":--Y1,'**'
ChangeiEh Ytrrion
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lt SCi D'IVORKS PDM
workfrow and ,ffi::ti"l
lt The selected files are listed in the dialog box (if a selected file contains
lt references to other files, these references are also shown). The title of
lt the dialog box displays which transition you have chosen.
b
b File Name
The columns in the dialog box are as follows:
Name olthe hle that is changing state
b
b
Warnings Shows if the file can change state or if there is a problem performing the
transition:
A f ite is checked out - You can only change state on checked in files. Check
b
lt
in the file before performing the transition.
& f ite in wrong state - You have selected a file that is in another state, from
tt which the state transition cannot be made.

& fite not found The file is not stored in the vault.
tt A Latest version is not attached - The attached version ofthe referenced
tt file is not the latest stored on the server, and therefore no state transition can be
l't made on this file. A state change is always made on the latest version of a file.
& state
It
ruo rights to change The user does not have permission to change
the state of the file.
l't & Parent can't change state - The user does not have permission to change
I'r the state ofthe parent file.
h
tt
& ttre 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
tt
tt
the file revision, but there is a problem. The message after the waming sign
describes the error.
& Unknown file format - The file format has not defined in SOLIDWORKS
tt
tt Change
PDM.
Select the files to change state.
tt
State
tt
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.
tt Found in
State
Folder where the file is found (Ir{ot displayed by default)
Current state of the most recent version of the file (l{ot displayed by default)
b
b
Verifz the files in the dialog box and check all files to change state.
Enter a state transition comment in Comment. The comment is added
b
b
to the history of the files.
Click OK to make the state transition on the selected files.
b
b 89
il
I
i
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e
Lesson 7
SOLIDWORKS PDM
{
Additional options Right-clicking in the Do Transition dialog provides additional options:
r Columns. Selects the columns to display in the dialog.
r Select All. Selects all the files in the dialog.
r Select Files.... Selects files that
match a wildcard pattern.
lelec' fr . fie forf,
r Change State on All Files. Selects
hrer ? ra,, e mar.rnh! 1 rq
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 lt Right-click the E Gettatirt r'etrr.n

selected files,
choose Notify, E
+a :t anqE :titE
and select a t L: !(l.leiq!!
notification in the
shortcut menu. & art fiE i,l sir :hErIEd rrt
l!Fi' rhir rhE.l Ed i
B [,1e
lJr 0lrin nirP .itirJ

hls
'!lrf iiais iarei
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Case Study: In this case study, we will change the state of a SOLIDWORKS
Workflow assembiy 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 usefllame.

2 Submit for approval.
Browse Legacy Designs\pRocl-xxxxxx\Too1 Desi€F..
Righlclick C-89?64.DTiVG and selecr Change State, Submit for
Review.
90
L
Fr
lrr Lesson
lrt SCL DWORKS PDM 7

tr
t't
Enter a comment: Submitted for approval, enter a Notification
comment: P1ease review and approve the attached documents,
select your manager and click OK.
lD
h
b
l! tn Triiiirini iubm1 inr 4erira.
:i:.!.;i:.i...i:r
Typr File Nnm€ Warninqt Change
";SiidXlL:,:1.-
ilnte Verion
Ve- H-
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a 51145 tlirE
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tt
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E llr!01.0\if1l B" 1/1
tt 5!mbited lor npproYE E j.ris

E t/,i nnri
tt
F
lloiilirdtion.ommeni:
, PlensE revieH .nd nFFrove the attEEd d!.uments
n trnliil
:it=.tg!e"=L.'*,... ; ]
lrt
l't The files are now in the state Pending Approval.
Read notifications.
ht Log off as your username
t! !aL:l',r1aii(S :ll.: \.i:l.nl:!-i
t.r irar:: n., iriift.!..r!
a[.i h9€r. i ]pr3:,'
It Login as your manager.
tt You receive a notification bubble indicating that you have received a
tt notification for each document set submitted for approval.
tt Click on the notification bubble or task tray icon & to read the
tt notifications.
tt
tr
lrl SOLIDWOI{KS PDM notitication
tr
tE
ktolt.vrirc Rlesh€char!€a stal4[.n'workin Pro.ess I. PendingApproval'
fhe.peralnnrwas pedcmad bybwhib (BobwhitB) Nlv l7 2al1l f rlAV
trsacvoshreptu-XxffiTdtusiong53H.Bwcllg
|; !@iD$qEEe.xIIrJq)0 !@s!G
Vbw Get Latest Propetres Bistory Folde.
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1'?
I'E 91
lE
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Lesson 7 SOLIDWORKS PDIU
Approve and Release files.

Discard message in the SOLIDWORKS pDM notification dialog.
Browse Legacy Designs \ PROcI-XXXXXX\ Tool Desiglr.
Right-click C-89764.DT/1rG 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

clicking on the link listed under the iLesEE DeElqssezu{XXXXX\Tool Desion\
Folder column of the notification. llegac? DesiqqsPRJ-){XXXX}fi Toct Desiq&
ile{&c1r D*si*nsiPRJ XXXXXX\T*8f DesaqE!
=,e?az@ss.,;;*E&?;;,;A1;;;+;;i;iizZ?_1)Z:;i;ii1:;Zii4:z:z;i;€;;;;
92
Fr
lt
lt SO- DWORKS PDM Exercise 6
Workflow
tt Exercise 6: In this exercise we will submit a SOLIDWORKS drawing and its
lt Workflow references for approval.
lt 1 Open Windows Explorer.
h 2 Login to SOLIDWORKS PDM as Engineer.
tr
3 Submit files for approval.
b
b 4
Browse Legacy Designs\PRJ-xxxXXx\Tool Vise. Right-click
tool vise.SLDASM and select Change State, Submit for Review.
Login to SOLIDWORKS PDM as Manager.
Log off as your login and login using the manager login and password
E
lt Note
assigned to you by your instructor.
Depending on your classroom environment, you may have received

notifications when logging in. If so, feel free to explore the
lt notifications.
lt 5 Submit files for approval.

Designs\Pru-XXXXXX\TooI Vise. Right-click
lt Browse Legacy
tool vise.SLDASM and select Change State, Release Documents.
lt Log offwhen done.
lt
lt
lt
lt
lt
b
lt
lt
lt
lt
b
b
b
b
E 93
H
I-IT
Lesson 8
Working in SOLIDWORKS

r Turn on the SOLIDWORKS add-in.
r Set SOLIDWORKS PDM add-in options.
r Check out CAD Files.

r Understand working with CAD file versions.
95
Lesson I SOLIDWORKS PDM
Versioning will discuss the versioning of CAD documents, specifically

This lesson
SOLIDWORKS SOLIDWORKS documents. and their references.
Files
SOLIDWORKS The SOLIDWORKS PDM add-in for SOLIDWORKS provides access
Add'in to control and workflow tools from within the SOLIDV/ORKS
application.
Where to Find lt To use SOLIDWORKS PDM within SOLIDWORKS:
1. In SOLIDWORKS, click Tools, Add-lns and select

SOLIDWORKS PDM.
The SOLIDWORKS PDM tab appears in the Task Pane.
2. Open or create a part, assembly, or drawing to view
SOLIDWORKS 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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96
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Fr
lrI SOUDWORKS PDM
wo r, oJ-o",i3??S
F rk i n s,
tt Add-in Options Each user can set client options to control the display of file statuses.
tt Where to Find lt To set SOLIDWORKS PDM add-in options select Tools,

tE
tt
SOLIDWORKS PDM, Options...:
r The Server tab allows users to set options for messages, h1e data
card display and other options.
tt
F
t r, ri!. lala ind s/hrn flerili i ii ra:,rd.
5hru,
ti adirile ihe {utrorfl prap.diEs iEl piqe U. nFiauli

_l PrGnFl to *eill B!1 ili. i r,Fiird in read nnij fi!dr
tt
pror,l
:hnsedGiEepaf,e: tTdskpno. -:
tt
tt , liier i inmpnneft hal been relradrd.
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J r':r'r r Eer (_d:r r!.' 1rc
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tt iarr ;ai;E -
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tt Il.js.t--l i,...,r- li_ _li;;;;_ ,. lr"
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_
tt lmportant! The Vault Settings section of the Server tab contains global vault
tr
lrrt
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.
tt
tb
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The View Settings tab allows users to control the display of

statuses and variable values in the task pane. Additionally, users can
modifz column name and column order.
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FPteren. r ! i liii !Er o. that iJ I !t ti. itet r/erJ : i ilr

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Tiii E J rntel n !iatIt rr:EF! bltr!tiarin 'n)
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Gheck Out Files The Gheck Out command creates a writable copy of the latest version
of a file in the working folder of the frle vault. By checking out a file,
SOLIDWORKS PDM ensures that no two users can simultaneously
edit the file.
Where to Find lt To check out a file in SOLIDWORKS:

r Select the file in the graphics area, Task Pane, or FeatweManager
design tree.
r Right-click the selection and select Gheck out, or click
Check out ffi 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
SOLIDWORKS PDM
workins,r rorh"ri3ilS
Files Containing Ifthe files that you are checking out contain
references to other files,
References the Gheck Out dialog opens to let you check out or retrieve the
referenced files also.
t-, alir.i: i rl
"::sh'.larLaels- T B- H-
Fih N.mr (hE(k out Get tornl rrr. Chrr[rd Out By Cherted Outh
J aSuFp0f- rFmr.StDDRw Dtr
€ r SuFpotr Frame.SLDASli g
Elnding Head 5.En.5LDPRT ntr
Flat H.ad S.r.w,5LDFRT trtr
3 r LDEer_Erare 5LDASh4 trtr
q Brare_Corner,SLDDE!{ !n
''i1 EEEE-[orner SLDFRT [tr --.i!
4 EE EE-[ r!
'r-Ea
r.5LD FRT trtr
E !Pldnk,SLDDRW trn :i-.
i:i F ink SLDFnT trn !;
5!uare l',lui.!ttrPRT trn :.,!
!rupprt_LEq.SLnDHU/ Dtr i..1
,:) SuFpot_Leq SLDPRT trn
Start Editing Depcnding on the file type selected. the corresponding application
(SOLIDWORKS. Draftsight. etc.) starts automatically r,i,hcn double-
clicking the checked out file.
Case Study: In this case study. u,e u,ant to replace a palt containecl r,r,ithin a
Versioning Files SOLIDWORKS assembly. We rvill create an ECO docunrcnt detailing
the l'rles to be rlodified and the changcs to be ntade, then make thc
required modifications in SOLIDWORKS.
Login.
Select the ACME vault and 1ogin.
To begin this lesson, login rvith your rrallager login and passr,r,ord.
Find files affected by a change to the Knob, Burner.
Bror,vse Projects \ P-000O2 \ CAD Fi1es.
Select Knob, Burner.SLDPRT and select the Where Used tab to see
a list of clocun.rents affected.
ft Fr;vi*r ffira*i:,t (;trrsj4ril EEilI.ltrji:iih El.r.reins H j;i*'e!-r!si

lTErsier:llEr.rlsi$s:eilgiEiEili?r.iilr'j- i:5lo"r4l L+-.:els- ,jl:t il i_il
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r It] ! .r ':"'-.c -, .F 00llt ::t F :i
€ i EuilrE'FanE ri.emLl,SLus:i/l - L/l ljl :r,,qttJE\Fr:lr.tt,F tttlt\:tDF eJ
* , LF i:ral Griil sJjeri brr :Lt)ssili 1 Lrl iI :,\!.t f,lE\Fr rle.ttrF t! tltrrtsr) F Ej
B tF :ar 3r Ar;enrtli 0n... 1 L,'1 E :,,!.i,lE1,Frrjr:tjtF-uilutaltr F Er
99
Create an EGO.
Open a Windows Explorer window and browse the ECO folder.
Right-click and select New, Greate ACME ECO.
Enter the following in the ECO data card on the ECO lnfo tab:
r Reason: Knob Replacement, Burner Panel Assembly
r Keywords: ECO knob burner_panel
r Disposition: Use Inventory
r Special Notes: New supplier
Check EGO lmpacts:
r Bill of Materials
r Documentation
Make note of the affected files:
r LP Gas Grill AssembIy.SLDASM
r Burner Panel AssembIy.SLDASM
r LP Gas GriII Assembly Drawing.SLDDR\I
Enter the following in the ECO data card on the ECO Description tab:
The existing Knob, Burner (CA-D-OOOOOO57) is being replaced
with Knob, Burner - Marked (CAD-OOOOOO56) for all burner
panel assemblies.
Ef l Lrfol;EtQ De{@iionl DEcrment ElBlur
Il.rn,r i: !t,l
-;-;
AL nng aurerl slate:
E"r..r ..,oq.1". s1 E..rE.Enr:4:::-tt.

a:hEclE:l rrt h!/:
Alre.rrr r,, r""" r,-,",,r[,.iLiirr..1,t - ten Jones
",
Lln: [' q::i-r! '. f't - DE
- ' rPactr
rrenrErEI ",.";,"" - n"," iA:r ri""li ij- i :, Manuraaurinq
ipprE"El tatE: irl tli' la I i1, Bills oI Mareri6lt
tri.pnlt:r l- nu*,,i.ur - i l,l t.".t.ry
I ll sPecificarions
:.E.Et r-II.F rs
l.tor"', i l,J: Documentdrion
Other (see notes)
il; ;1 il'i;J. il,;;[r"],slltr";"t*iriiil"u. E,;,;i h.i;iGJi;;'-';

hurnerpine Erie'ibliEs
100
I-
b S3- Dli!ORKS PDIM Lesson 8
t'D Working in SOLIDWORKS
It Click Open File.
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F?
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tl'?
iC0 \uuLer; :co 0|i!40ild(11 t 1{aaufacturing
lreated Ev: .m -Ione: 5iBilI5 of llateriats
lr€rted onl i1':1ilo16 IDl enton_
EC0 Impacts
ored Br : \ptci6ca rionr
b
LpXrrur'ed Oe: 1t Documeatatiou
-Ise Lrr.urtor)' i,t Other {see betc*-)
t't
!p*ial ?{ote*: \ierr Supplier
Reasoa: irol Replace:nent Buflet Fmel Assrrtblr
-P Gas {irill Asseubir; SLD.{SM
tD {ff€cEi luner Panel Asssrbll.SLDASL4

-F {ias Grill As:eol'l1 Drag'mg SLDDRXtri
hr existing lltob- Buraer is bernr replaied ir;itb }irob frr
FD Description
*rner pmel assurblie:.
Euraer Maked all
F Exit the ECO document.

F
l't Process ECO as a manager.
Check in the ECO document then Change State, .Assign ECO with
tt the comment Please make changes as noted in the ECO., check

your login and select OK.
F
lrt & tra rEnrltioi'4!!i!n tt0'
CJ@*#sEtu: E;$egls,"de, y &* ffi[-
lrt TJE rilEN.mt-

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W.rnings Chnn$lt.tE V€rrion
g r/2
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tt _
I PEnEe mEkE.hafles n! noiei in the Eao.
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Browse Projects\P-OOOOP \ CAD Files.

111 , {a.:el HEt,
tb Right-click LP Gas Grilt AssembIy.SLDASM and select Change

State, New Release.
t
2
2
Check LP Gas Grill Assembly Drawing.SLDDRInL Lp Gas Grill
Assembly. SLDASM and Burner Panel Assembly. SLDASM.
2
a
-
101
E!
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Lesson I
SOLIDWORKS PDM
7
t,
fn D.
-iranritlsn 'l.lEw
Enter a comment: Make changes
uscrname and click OK.
RElEaie
per ECO-OOOOOOO1, selcct vour
t,
t,
.- :-:Yl5::". ,,
2
i.
* T-B:--B:
i rrpe rile Hnme wnrninqr ahdnqe llntE VeEicn
I m llr :ar G,irqJienblYrBui g lr'1
e , LF Ea! GrillP.iiEmtrly:iLts:Lr gu1

]
gu1
|,
2
& / Eu,r.r Fl,eLAr EtrbL',:1t,..
$ [rst Er]ril ILDFFT EU1

i
g Parel TablErlF:LtrPRr tr L/1
i
,B ! !oirai5Embl!:Ltr.r:r1"1 tru1
V
]q Hi,JPDlttPFr trf1
(s Fine t,.E,.ttPFr tru1
ts -6iill Eiii'r DB$ir!.!ri0Fi1,! tru1
9!
9',
Eommentr FiltErl
u.kE.hEnqElFerE(O-llttt001, :l Ebhrrch
Change users.
Log offas the manager and login with your usemame.
V:
li, "
Set add-in options.
Start SOLIDWORKS and select SOLIDWORKS PDM, Options.
9',
9'
Select the View Setting tab and set the following values:
Display Display in Display as part
V:
as
lnformation to Display in
node in the column of its of the file
Display preview
tree o\ryn name column
Revision N Y N N
Version Number N Y N N
Checked Out By
Checked Out ln
N
N
Y
Y
N
N N
N
El
9"
Workflow State
Child Quick lnfo
N
N
Y
N
N
Y
N
N 9'
Configuration
Description
N
N
Y
Y
N
N
Y (x)
N V,:
EI
\
102
2;
--
]\c
FE SOL]DWORKS PDM Lesson I
lrE Working in SOLIDWORKS
lE Set the Display Status color options as shown:
tE Otspli! staiu,
tE :l: sho!i qui.l:inb iEcn

:Jj !hor Erckgrgund CoiDr:
i ::::
tE i l: strtu, i.on Ba.lsro!nd aol.i
t-
/ Pi:.,:1!, i
- h .. r.,..dr',-..rh:rrrtn:'c-,lr'i ".;fT.-:::=-
, Ti::'. ''r.,rr:...r h,:",.)., .".",, (
tE :, Thr File doe j nel !r ri ii ihe Y.!lt 1,
t-
/ h, 1,...r. rr.r..-(i'.' l,. ir iJr
/ rre.r'r.rd,rr l,r ;ruLi.'oPtr:n.rn...,.. =
t
li- ahrrLEd 1n by;nother ur€r d!ilnt the cureni 5TLIDBCR[5 5r,. ,V
tE
I'E 7 Process EGO as an engineer.
Read the notifications and review the ECO instructions.
tD In SOLIDWORKS, click File, Open.
lD Browse Projects\P-OOOO2\CAD Files, select
FE LP Gas GriII Assembly.SLDASM, and click Open.
tE 8 Check out files.

The Check Out dialog box is displayed.
I'E
I'r The assembly is automatically selected for check out. Select the Gheck
Out boxes for both the related drawing and
L- Burner Panel AssembIy.SLDASM and click Check Out.
t;
lr- F;"*'* -
i type riteuame Wilninq\ (hE,kout cet
l. lr -o ***.. v e.
LdrnlrEr. Che(lrdoutBy Che([edouth
. g-
:
|
tE i*]
I EE nl E r' briri A.,pmorr D.d,,,aq:_!Dq!/ g
t-
.l
lS r-neasr-.i..as'.rtvqor:.a , .l
ry r ErrrErFiir AJJeritlyslDqif,l
AJJeritlyslDqif,l d
d ,:t 1 ;l
tr
& 1
:l.
+ [fnb,Ermer.llupFT [tir.hr.L,, i tr :] ,-,4
rf rar" --.rFr..-rrr-E- j .. ,r" L. .
L- , Do. r' .iol, '-DI'1r

I
S .r.\-rl"-.... I I
+ aroE.D.llDnc 1\,,1"..... I
"u
ta S Diil Do..:. rEql d- r.rl-eEa...
ll
ts DGwrns.slDDRw
acr;,| Earin & No rheck.,. ::.i n L1 li
,$ L tai l-DoFT .!. r, r ".. .,, f
l,tr
rll
I
S j ErillFrame.:LDpRr A.N"rheEk,,, I tr ri).
L-
I
st '.
.l-ri.rE
:;alir.:ir..l
Tiirii jtr:.rsim3{rrE,ninlir
i il i:.r..
i ;-;k;,i lr
I
-- :
-''---;;;-'-i
,_--
"1
-. '-i-.ro
I
=i
i
b
ltE
l'r?
b
L- 103
I
i
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 Gd1l Assembly is updated.
Open the LP Gas Gri1l Assembly Drawing to update.
Notice the changes to the Task Pane.
Tlre cyan background ancl thc r-' icon tr t n ' tr 'r

tneall the LP Gas Gfill r,h/vd,,4ue (hildeu,Lkhro
Assembly Drawing and T;:.; 'jT;.1;:,1: I = '

LP Gas Grill Assembly in tlre local ' r;:;.;.;^" .
cache hat e been modified but have not {i} a=r rn.L. Eilm€....
been saved. 'rji=.rpmd.r.t,rE...
't1 '; jile*br ' =
'j
'
The green background and the ' 'rr ='ro'":''*'"r' =
rJ i+ crrra-'*
icon mean the
local cache is neu,er than the version

in the vault.
10 Save modifications.
Save the changes to the drawing. Notice the changes to the Task Pane.
Check ln Files After editing and saving a checked out fl1e, chcck in the hle to make it
available to all other users with appropriate rights.
Where to Find lt To check in a h1e in SOLIDWORKS:

1. Select the hle in the graphics area, Task Pane, or FeatureManager
design tree.
104
l\.
b SOLIDWORKS PDM
wo rki n s,. rl-o"ui3??3
FD "o
b 2. Right-click the selection and select Check ln, or click -I
b Gheck ln & o.r the toolbar.
b
hB
lr-
hE
t-
I'e
l'?
h
I'B
Note Ifthe checked in file contained references, the new file version
lrrE remembers (in the file vault database) which versions of the references
I'E were used so that when retrieving an earlier version of the parent file,
all referenced versions are retrieved as they were attached.
t'B
I'B 11 Check in files.
IrE Select the SOLIDWORKS PDM tab in the Task Pane.
tD Select the LP Gas Grill Assembly Drawing and select Check ln.
l't Enterthe comment: completed changes per ECO-OOOOOOOl.
tt Select Close Files after Check !n from the pull-down at the top of the
dialog.
lrt
l't
tt
lri
t'.
t'a
LE
l'E
b
b
b Click Check in to complete the operation.
b
L- 105
F
F
E
i
i
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 Gheck in dialog.
2. Clear Local Cache. This is a separate command.
Remove Local Select Remove Local Copy in the Check in dialog.
copy
4 .ll*t l"
i e;ewAJteele- ye- B-
I Tvp. rite Ndme wdnrnqr r h..* in [eFp ah..[.d oul R.move Lokl cop] lou.,urn.,"*. r.oon I o.il rer. Nelr !e
r,.oi.cr1(Pa,,,! E o I" lo it z.
le
i+ .E'.6,r".,Ii ; ; l; Io ,, ,,.
id ,,,,"".,.r.,,,,... s ! l" lo , 2
E(
&r
@
E
E
M
:rerln .i,...t : i"io
Clear Local Cache Clear Local Cache rerroves all locally cached ;r*r,-,
files that are not checked out frotl the selected -. F3,.,,,8:Ea,.r e:
folder and its subfoldcrs. cl :iea'|'h '::ardJ

; lJotr}
(
r From the navigation pane, right-click a folder
and select Clear Local Cache. €Q:.p1r,u.
a
r Or, from the file view, select a folder and ,1
select Tools, CIear Local Cache. *] -,,,,,-',','n- ,
tr
E ,,,,
lrhil r rff- Iri
Fiprf:irilitnr
,;;;;i;;;".,,
Working With File When opening a filc, the systern always retrieves the loca1 version. lf
Versions there is no local versiorr of the file, the systern retrieves the latest
version from the file vault.
To retrieve an assembly os built, you must use the Get Version
command to retrieve the correct version of the assembly and its
references.
106
SOLIDWORKS PDM
workins,^ rorh"ri3xlS
To retrieve the latest version ofan assembly and the latest version ofits
components, you must use the Get Latest Version command to
retrieve the assembly and its references.
lmportant! The Check Out comman d always retrieves the latest version of files
regardless of how it was built.
ln-Context There are times when modifications made to apart 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 alerls you to these changes when you work on

the parent assembly. A waming 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. I ilc I Valrnble ' hild Or

'
From SOLIDWORKS, click File, Open. ?,q;jii;;.iail i'...J,r..,"a,:'F.-' j
' ..1 fr I rr,,E Deijull i:.
Browse Projects\P-OOO02\CAD Fi1es, i.r =
=.,:hBe rj;,,., ,. ,
select $6 v*ru* c** f",.t i I

I
LP Gas Grill Assembly.SLDASM, and S,E e-+ nig+,s*u to*u,- i

q G- i Fffid- Ldt tdi (D€f-ilN i
click Open. ' {$g o* e*"uly (Nault} L=)
z
Click Cancel to open the assembly

t @6o**u**u9,*** g i
$ 51 PamL Roe 1nAau4

without checking out. $QPamr-TelBur 1Bda...
I Sf;rmpanu'r***lmug* Q
The file is opened with the latest version
&€tnm+rec* q...t
of the Burner Panel Assembly and the &S Fam[" Ta*rleTog fA4*,,,
Task Pane displays the curtent status of 'G*:ili**;; F
the files.
Right-ciick the Burner Panel Assembly in the Task Pane and select
Get....
Select version I and click OK.
107
Lesson I
SOLIDWORKS PDM
9
vt,
The Get dialog shows which version of each reference will be
retrieved. (In this case version 1 of2 as signifiedby the Version l/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.
t,
,,
t,
i lype rile Namr
r trr rl n J,.-.r.,.:-t -.i
w.Ininst Get VrEion (hecled out By Cht(*td Outh fu 1
n+erencett verior
t,
,,
2
2
(e tr liZ @iL*e*ver or
j Q [r!t EIr.,:t0PRr tr 1,1
I S, Far e Tib TnP :tt PFf,

E tr 1/1
t,
,,
6ei arntEl HBlp 2
t,
Click Get to complete retrieving the as-built version of the assembly
The status of the Burner Panel Assembly is reflected in the Task
u
t,
Pane.
fi:tr.
[email protected] & E
r
"re
ru,,ur.
Panerr Rear (Derauh]
(hild Qr t,
,,
t,
ffii
itrTj
'bfl
lHi'
l:-1ry
$ r!_, rnob. eurmr
Q'+Pa*Etrlbre.ItrP (8,
(...1
Y
,t
Y
lA5 LP car crill arrEmbly
lls-l
Y
,,
Y
Select the Burner Panel Assembly and click Get Latest Version.
Click Get to complete rctrio,ing the latest version of thc assembly.

It
t,
)t
Workflow After cornpleting the dcsign changes, we will changc the state of tl.re ),
files and submit them lor approval. We rvill thcn login as a manager to
approve the changcs and con.rplete the ECO.
V
V
E
108
H
h
Fr
S3I DWORKS PDI\4
Lesson I
tE 13 Submit for approval.

From the SOLIDWORKS Task Pane,
itse- d*%- Btr
I
:>
lE i File / vd'idbh Q s,u.,L n* "" f.

click Change State, Submit for iffi#ffipEM ".
Review.
IrE The LP Gas Grill Assembly will already be checked. Check the
tE
tr
hE
LP Gas Grill Assembly Drawing and Burner Panel Assembly.
Enter comment: Desigpr changes completed
and check your manager.
per ECO-OOOOOOO1
tE i :l.i!.
f.,rJtrcn !!bmai f.r *erie(
si.ie..nl*: J ll ':: sh'sint Levels -
I'E i
{hange rtnt€ Vrrion
tD iffi tLFG;rGiii!::erat:lyDsnr.. E
tr i
,B , LF {ial 6rilLLrer b r slt,s:rl 6 t,':
i,S
r Er,fe,FafE a::ernbf.!LD E lll
j *i r:nit, ErrnEr- fna'hed iL 1/1
I'r ]*
I
g
Finel, Tib s T:
r F!,rpjjimbysl[A:il{
p stDPF'r !1
li1
lD iq HafdlE.r,.ILDFFT tt l
lD 'l Eiiones
:
i
l't
I
oi*,rr,u,'
,, in**r
I i
r
h Li
.'siprEt;.;l l;;,,.t.",il;
i
E
E
Click OK to complete change state.
E
t't
Close SOLIDWORKS.
14 Approve changes and complete ECO.
Log offas the engineer and login as your manager.
l'f Read the notifications and discard.
l'f Browse Proj ects \ P-OOOOa \ CAD Files, right-click
l't LP Gas Gril1 AssembIy.SLDASM, and select Change State,

Release Documents.
1'. Enter the comment: Approved for release and click OK.
lrt Notice the LP Gas Grill Assembly revision auto-increments to E.
tE The Converl task will create PDF files for all drawings and place them
I'a in the vaults root-level PDF folder.
b
b
Browse
State, Complete EGO.
the ECo folder, right-click ECo-ooooooo 1 and Change
b
b
Click OK to complete.
tc 109
E'
E
E
F
l
Versioning SOLIDWORKS Files
Exercise 7: In this exercise we will modify and version SOLIDWORKS

Versioning documents.
SOLIDWORKS
Files

Start SOLIDWORKS and add-in.
Starl the SOLIDWORKS application and tum on the SOLIDWORKS
PDM add-in. Locate the SOLIDWORKS PDM tab on the Task Pane.
Version a SOLIDWORKS part and drawing.
Browse Legacy Desigps\PR.I-XXXXXX\Tool Vise and open tool
holder. SLDPRT in SOLIDWORKS.
Check out the parl.
Add a hole in the top face.
Open and check out the related drawing
(tool holder.SLDDRW).
Save the files and check them in.
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 ofthe
assembly and drawing.
Get a previous version of the assembly.
Get latest version.
Check out the assembly to get the latest version of the assembly.
Undo check out.
Undo the check out of the assembly.
View history.
View the assembly and part history.
110
Appendix A
Working with Bill of Materials
The following topics are covered in this appendix:

Modifi, 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 of the components of a

(BoM) SOLIDWORKS assembly, drawing, or weldment par1.
Bill of Materials View on page 24 covered the types of SOLIDWORKS
PDM BOMs:
r Computed
r Named
r SOLIDWORKS
r Weldment
r Weldment Cut List
The table below provides guidance in determining which BOM best
suits your needs:
Type Used rvhen:

Edit in BOM Submit to
Workflow? 2
2
view?
2
Computed References (BOM rowS) are added/ Some - minor edits No
deleted/modifred in SOLIDWORKS only (over:ride
FeafureManager tree.
Propefy values are modified in
SOL I DWORKS properties or
quantity, modify
data card
properlies)
2
2
SOLIDWORKS PDM data card.
Columns are added/deleted/modified by
SOLIDWORKS PDM administrator only.
2
CAD References (BOM rows) are added/ No No
deleted/modifl ed in SOLIDWORKS
BOM table.
Property values are modified in
SOLIDWORKS BOM table.
Columns are added/deleted/modifi ed in
SOLIDWORKS BOM table.
Named References are added/deleted/modified in Yes - but lacks Yes
BOM view. Excel-like
Properfy 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.
d
!Dl
Support current customer methodology.
d
d
d
cl
d
112
H SOLIDWORKS PDM
lrt worki ns with

"'i5ro,fi:,:',;t
lrt liodify Computed Computed BOMs list the components and sub-assemblies in a SOLID-
h
h
BOM 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 conflguration, the computed BOM is updated when you view it.
lrt Computed BOMs reflect exclusions you make in SOLIDWORKS frles.
L- Components marked as Exclude from bill of materials and child com-
ta ponents excluded from sub-assemblies do not appear.
You can check out selected items that are listed in a computed BOM,
I'E and modii, data values for these items. The computed BOM is updated
I'r 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.
tQ However, you cannot:
tE r Add items to a computed BOM.
ta r
r
Check in or check out computed BOMs.
lE Route a computed BOM in a workflow.
tr
tE
Note Access rights assigned by your administrator determine whether you
can view a computed BOM.
lmportant! You can only edit a computed BOM if it is set to Latest. A BOM using
I'E the As Built setting will not allow manual editing.
i
tD iifr l,l,rt&:ti.r;t*c -
tD
l---
"s! lri--rted - urn:,-=-l:-rE- ,
tD =r 5l;]', I r#
v ft -
tt
Lutu'ut
ffi rL,ntrr'l-Frr,et, A:: Euilt Fit

I
Lt ft
r'":h'e
@ Latert
lrl
lra Procedure To edit a computed BOM and save the changes:
lrt 1. Check out the assembly dsed to create the BOM.
l't 2. Onthe Bill of Materials tab in the file view, select the computed
l't BOM m and modifu the property values.
tt 3. Click Save BOM m -

To recompute a ROM for multiple configurations:
, and select Save.
tD 1. Click a document in the file view and select the Bill of Materials
lC tab to open a BOM.
b 2. Select a configuration from the Configuration list.
b
b
3. Optionally, save the BOM under a new name (creates a Named
BOM).
b
L+
t-
113
b-.
F
r
I
i
!
:
Modify Computed SOLIDWORKS PDM stores references to file properties in the

BOM Quantity database, including:
r Reference Count (computed quantities), -"r,hich can be overrvritten

in computed BOMs.
r Ref-erenced properties, such as values olselected variables.
Users can edit rel-crenced variables that are displayed in computed

BOMs after checking out the associated assernblies.
Note The administrator can change the name of the Reference Count
column in a BOM. See yor.rr administrator to find out rvhich column
represents part quantities or other referenced variablcs.
Procedure To edit qLrantities of a computed BOM:
1. Cl.reck out the assembly nsed to create thc 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 corlputed BOM:

1. Check out the assembly used to create the contputed BOM.
2. Modify quantities in the BOM.
3. Right-click a cel1 that has a modified quantity and sclect Use
Computed Quantity. (The quantity reverts to that of the most
recently saved activated BOM.)
4. Save the BOM.
Activate To activate a con.rputed BOM in the Bill olMaterials Vierv:

Computed BOM
r Select llle conrpurcd SON4 E lbl E u.r'- E :. l '
an assembly ordrar.vir.rg tion,the Q: ir::;ri;: - :
BOM list and select Activated. ,fe 5rl; T,;; " t't L.
i_ry,''-t.,,.1
' ;,,11',t "t*a ,,'
Note Access rights assigned by your administrator detern.rine u,hether you

can activate a computed BOM.
Case Study: This case study u,il1 illustrate ho'uv to modify the proper-ty values within
Modify a a cornputed BOM.
Computed BOM
Modify part description and quantity.
Select the ACME vault and login as your rnanager.
Brorvse Proj ects \ P-0 0 0O4 \ CAD Files \ Support Frame.

Right-click Supporb Frame.SLDASM and cl.reck out the asscmbly
and Square Nut.SLDPRT.
114
sFI SOLIDWORKS PDM Appendix A
.--
I'E Working with Bill of Materials
tB Select Support-Frame.SLDASM and select thc Bill of Materials tab.
tE Select Latest to vieu' changes. E r:,u, ;ji f:.,-:ri,:ta; -
tE *: lr::t.: ' rr.: !ii:ii: -
t- .* ir:. rr=-
'.$ r-,pp.t-n-*.i
'S L', -
-
-r,, -,81
l$ r. -
ft .r.,;,ft
i-,::
:rir-
t-
t- Modify the Description fleld of the Square Nut.SLDPRT fi'om
Square Nut to Square Nut, Purchased.
!:t.j.{--. ,,
tE Modity the Qty tiom 8 to 12.

1{l li [E T.r b:, piftt)n:rr.Enl :11]|5 ,:E1-:i,t [![i F er
f'E turt iLDFFT
t_F!iuE SLt.65t.4
\ltnrl
t6{.4lEE rj_iLID'1]/jRt:tqrjerrblliD,\r:rl, iFE
r] F!: li ll.! lti ltrrl
0dtiiv16liri.. rlil/s-:,El l,l rlltrF rr
agt]
r:ED
I
I- i
l"E :
I
B- E eS.r'
tE E -
BoM
ssna*,t*-
ffi tt* p"r','rc - & fts*-rce:- .i.:rs':
Hides3jtrid- .E\kr:im:if{Je#d>"]-
i
hE fts*r*- j&.*- llF*i.- i

I
:: & 5!Fp!t Frame.:Lt1A:it4 Typr File Name Do(umenl Nu.,, Dtt.ription Drailrinq Num...
:
FE € L.v,er E,i:E 5LDA5I{
{i FatHiidtriirlitFFIT
,-{i lrpFlt !i! itDFFr
!aalt001114
t,l: liiinlll
FaiHrii!:ridl
l: r!p!dlr!
:!oll0!llli
':qL lllt!114
,!:rI i Fr.rjj
rrinrl r Fr:(ejj
F
t:
I'E i1
q
!ru3retiltlttFFT
t.!,Er-Bri.E lttrr]ll
trl:01:ll11i1 [ql]dk-"ffi"d-
taL: t0Dll11! lollirEritspjienrb!!,
:a[[]l:i1l:
:An-rnni"qi
!lrin tr Pr:.Ejl
f,:rl i Fr.:ejj
E
E
E
I'E
E
ti Ec.i-:r:ij E3r IIIFFT !:a 1t00011: t:rnrJ EirEra.i :!tr :t0t0l!5 1 i/'r: rl r Fr!:ijj
E
(1, Eri.e :lrnrrlLtPFf t,l: I iin11l :lriErErr.e iinn!4 1 lrlilrilr r Fr:reij
FE {:i. E id i. Hiii riirii IIFFFT !,1: dllrtllD E fn fr Heid !ftir,
'ir l:dETitleFirill
':qa_r
l:gt 0ll:t[!]
ipD_inir lq!
tI
tI
\rr!d lr Pr:.ijj
f,inrl I Frn:Ejj
E
E
hE tjl PlirIIl[PFI Iit: [0[]i11r E

E
E
tE 2 Reset quantity.
E
F' Right-click the modified quantity, and select

Use Computed Quantity (8).
FE goM
Fr Click Save ml - , and select Save.
tr. Check in the assembly and part.
l'a
tr
LI
tr
rE
L-
E
E
t'E
LE 115
l
Create Named Users of SOLIDWORKS PDM Professional can save computed BOMs
BOM and SOLIDWORKS 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, modifl, 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:
1. SelectacomputedBOM m andora SOLIDWORKS BOM m .
2. Click Save BOM m - , 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
BOM
Procedure To edit a named BOM:
I. From the file view, select an assembly and the Bill of Materials tab.
2. Select a named BOM ( ffi o. ffi) from the BOM list.
3. Click Check Out &
4. Edit the BOM:
r To edit a cell, click in the cell.
r You can also add rows, hide rows and columns, add columns,
modify columns, add position numbers and update the BOM.
5. Click Save BOM m - , and select Save.
Note SOLIDWORKS PDM Standard does not allow the creation of Named
Bills of Materials.
116
SOLIDWORKS PDM Appendix A
Case Study: This case study will illustrate how to modiflu the properly values within
Create and a named BOM.
Modify a Named
BOM
1 Create the named BOM.
Select the ACME vault and login as your manager.
Browse Projects\ P-OOOO2\ CAD Files.

Select LP Gas Gritt Assembly.SLDASM and select the Bill of
Materials tab. Ensure the selected bill of material is MGR'BOM.
Click Save BOM ffil -, and select Save As, enter

LP Gas Grill Assembly-BOM-MOD as the filename and select Save.
Che*idoutEy SEe FileTyFe lirifrl ,:hEi!El 1l r!l' L:ilrlrf
NanE .. State
A$.mbyDEWi.
EELF6aiGrl lE4ZZKE SOtrDW0RKSDEsihgDo Re.irPn IL d
ELFtuGrillArftmbg,sLD!",. IIME SolIDwoflKsai.lolD:_I1r,,._1
]f.E.i:,. l;:t.,..t'..
Eii:i:;r:E:,lt:tr'r:,:r .r, i,=,.1..,.'.' H'i-.-..,
m LPGas mtulMCD' & .i;i:;: 'r tr.'--'.:ri :iilr:
Gnlltusdibly tr-BABEdr:.i!i;r;: a
E V*is:1l'{reHrl ' g lb5i,. E t ''! B :

tF, !
:
DounentNu... orrrriolidn Nunher qft 5l.te Mdlerial
{i Pan.l, Tab e ToF 5tDPRT Dn(-i:i000i5 :!D !::iiiii q5ll16 !tairLErr itiel !heetl!5 E
(3 Whee, l0rtrm,lLDFRT DO: t0l:i0il aAD-00!0[0 IIE]]FFEI]E

g
q t i1: !!ii::! ri I Eir i:qE 00!!::ll 1
3
,r, (40 ii00005t 1 E
tl: Fan3L. teft ! ie.!tDPRT 00(-:000007t Plll 116 staih en StrE StrEet l5i)
E
E
ql Prrpar E Tirli !iiirit ! :iLD!lili DO( 0it000ii Frrtir ETrr I !ijemL tr :rF-!::[00r
&
€ opane !a !e Ai5emb !,StDAt[1 Daa-0000!ttE Fr.paftE ViLiE A:iemb ! uD 000i::l
E
{3 l[ ]0!!tii (ac-0000t061 .i:t Al.! ltee T
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t (gD :00[0!7! E
t Daa 0i0000i! :!D ::: t!!i 1 q lif !teel [!!]
*
L& r4 Fir E qj.en bl! 5iDqlU
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i:AD 00i0!l4q
1
1
{5I t:4 =
{, Fane. Tab r Tnp,ILDFET DOt 00[000T5 aa[ 0i!!0ili PM l16 tta n rri llEe 5hEEt [!tl
ii tnnb, E.r.ner MBitEd StDPRT DOC-t0000065 laniL. EutrEi ui*in :aD :0000t6i
{1 I Gr 1 6 irr :tt,FFT DO:0i:0005! :!! t::ii!54
: lteE
tt t tl: !!i:::t 1:qD-0000:[68 AL n, I
iri DOr [(!ii{5 aAD 000!0i54
ti cAD 0000t01: Fan EETHAEE 1116i
(: I
Fair F ! t: de iLDPFT Dlla :10000i4 aaD-( !000069
(s | !.o, !,.emb 1 :tDi5M DO:-0ii[0055 :!0 0::0005i
t DO( 000t0010 qD 0i:::ii5

(qD-0!!0r 5ti nlerr tte{
i:\ | 5s ChromE
(1 0i:-000000i1 ;r ti ca[ 00000056
tai !1ta "i!!!i1 llrl r1i ttr r :ji ltii il i,.t il
a :!D-t::[0! llril 116 litiir !ii :irt iii
't17
Appendix A
Working with Bill of Materials SOLIDWORKS PDM
Modify columns.
Select the State column, right-click and select Hide Column.
Select the Description column, right-click and select lnsert, Column

Right.
r Set the Variable: value to Weight.
r Set the Name: value to Weight
r Set the Default Width: value to 70.
Click OK.
!!1E.1 l0il C.lurn i ',
q"*, Itilqni--' ;
Nnnre: iteiqhi
eliqn*.nt, i6x --- ;l
oefault *idr}l: 7ll
Select the last part in the BOM, right-click and select lnsert, Row
Below.
Select <File Name> in the new row and enter Lubricant.
r Enter PIIR-98-547 for Document Number.
r Enter - for Qty.
r Enter SAE 75I/V-I4O for Description.
118
SOLIDWORKS PDM
worki ns with
",'tlff:t:';t
3 Save the BOM and add position numbers.
Click Save BOM m - , and select Save. (The Weight column will
populate on Save.)
Hame Cherked OutBy Size FileTyFE State tulodified Che.led OutIn (atelor *
EELoGaiGill.AlrpflblyDEwi... 8{./,{E SOLID\uORrSD"anrrgDE,, FFlFarPo 21',lor-619a rpOri.-
€LFeascriii,qrmmrty.s!0,4,, l.26tiE SOLIDlnoRHsArsEmblyD RElEared 21N.u161sr4. CADFik -
< >zz-=z+,;+:tslqo',+;;>Es+,t, <r}teto++*++,*-***+r++.- |
llP.*i* BBbc-d €i\recsim3l3 ftun.luuma' HCM Hr\e*ru"'d
ElLFGeGinpEEHrey-BritsMaDr @Lr:*crr;tu3*:E].slir*E ffi- e qry@ €f e i# S
ts \rHsie; 1f<H€d>1 g ,ei*rx [{": E
I4L,
- ',' ,
Type Filt NamE D3{umcntNu... DE{riplion Weiqht aj Numbs qE HatErinl
1t.t5 :jt' iiiiillt qll:lti ria i Eji itii ihEetl!!l

fJ Fini. Tinli T: F !llFFIT DDr-00t00075 1
* \,!il Ee . lllrinr
r;ri Eaiir !ttPFl
!tLFFlT r,l: I
!tt,:-tIfil5j
t!t 0061
iiir
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*q Erill Mii fnld !LIFRT

Paie trt!inr ltLPFl 0ai-tttt!ti
Er ll Har l: d 1q6 L:A[
ax! ![0
i]l:ii5l
]0t 6i
6061 Allo!
II|:I:16 St6irliji itii :t Eet !::
,s Fr!Eir i Iar I IijEnrL ! lLDal:[1 ! l(-il t 0! t7 Froti! e T3f! q.JemL a!! ttoilil
(::r Iti[E Euarn.5tDPF] l'l:l:ll[[i1 1.19 :qo-!t !!0 t7i 1 Alln! !t.B [!51
..8 Prn!iiE !i ,e A!5emb ! 5tlXtLl Rtj{ []ltttlS Pr: Fine lin iie X;jPil E ti {q[ ]t:il!il 1 N#
r1 h Ei G.i !i ,E !tDPRT t(,: f[0]:t6i tAO [000![62 1

:
t1 D( (-t 00[[ ]it t41 apD-![i ] tt t5 Eri
a
q Tir1. Ennt, iL!PFT !ta !il[t0i! 1i i4 :aD-il !t ui qLl:I ltEE [!l] a
*r Drt: l!t t 0058 rco-Dt I tt05l NII t04

,g Errr4 FafE pijEnrE I!l!qiM t1l(: llllii!4 E rr er Pifi cjiirii I 1i. r:qt-tiilt!4! 1 il/q
s PanEl. Tible T.p.5tE PRT tt":00ililt5 Euiler Tralr {gt 0il:toil 1 plll 116 lti r Eji lleel !r eel :: :a
E
{3 rlr:L E!re, - Harlrri :tlPFl DCt 00tt0[65 115 tAD-! t! lt I ri! PE LndrHed rtr !rfjitrr
E
(* r (lritr,:iLt'FFIT ! tr:-t !![! ]5! 1t ti AD t0001154 1
E
.j, Hir ait oot 0!000061 1,1! :!!-t M[ ]5i qEi Pi:
dLe, StDFRT a
=
E
{i, {qo Iilttdl F
t+': i!llii5! lt it r:gE 0lltt[54

E
t:aitfl DOt-00[][Di] r:at-!il I t7i I tfil l11ii1
e
13 /!hEE. :itt'FFIT 1t6 F FETHp!E
i3 FanE , FL!it li li lt! PFI E a a-t i!ni ti apE-tIt]Ii! 1 Ltr:iI :1d ltiin rii iter !hirt lirl =
E
0.nr qjjEnt Ft( ilt!005! :!! il Itt E
B l!, ItDq5M 00
{i O(l: l:llilll t.[! :qL:il!!ti! 1 {ll lU lti i Ejj ltee liheEt llll E
E
tj DO(-[ ]0t !064 t.15 L:qt-llll!05! 1
E
{jl 6rill tid ITLFFT rtt [0]l:ti1 6rill tid r:tt 0tl:105d Irni
e tii-t0[]lti1 ia! !t[ ]l i rit pM 116 ltiinl8ri Stee !heei !

{1 FinE . T: F EErE !ttrFFlT Dta m[[t]?6 {}D t!0llli lJril :1ri ltalf srr itEi !lriit i
F tFl :ii l+i l5l'r!14:
€.,t*
:f
Select Position Numbers ,d , set Start ?iiii:on N!nb.- :1'
At: to 1 and set lncrement: to 1. I

Jidtqi: I
Click OK. lr.rflani: i
i
oH
OH camel ;tir
Camet Helg )1
netg ll
:::::::::::::::-:::1,;
119
Click Save BOM E& -, and select Save.

Na ne lrre.l,Fd 0I Ey 5ze ,Le ype lildiflld
-qr4,
che.kEd outlr
- CBEsory Number
gin e u, e rr o,,.*Uty O,u*' l84 r) kB S0 ID VoF(S Dralu lq D. cpl"a .d r1 \o! 16 aAD E ". CAD 000
'
16 ilr4... f,AD F er
..**-
&[P Gnr 6rill !6'embly.5!FA,,.
*^-..--::.
*: -v:-:::*;--- 2.16 MB SOLIDWORKS45TembIy D.. Relea5ed 21 too! CAO 000
--:r€
Bryry @q*!4 1e3* imBit t u#'ais E CdiE !; ?,r*. U..d
El LPc*cdtlP"*srdy€$rlt'ffisD- @ lPs :*l:lrs€i*: tlil:Sli
H r.iffiim lf(cmbd{ - g, ,,,*.; rm
t''t'
ilts
Typr Po.ition No. a: Fih Name DorumentNu... DEr.ription
Far E Tab E Trt !tt PFT
{*
iil
r1:1 - 1t :tr r E5. :tEE : I EEt l::l
ll r,orun. iunr ajiemb r':IDP5rr' rr 51 il :ur oo ir
1 llPllr! iiEe :51
g lo.:.r ll v"r*e"+sLo* llpo.-rooouuru ll"uu.eoor
e lertrilr;ii c,i,iimt!ittrAlLr j rr,: toll:trl liru*.'r.',. o,'.,,t1

i,
g lsr ll pun.r.ruu.rop.:Lppfl lloqc-rnnqooi: lleu,n.,r"v 1 tI-I :1i ltar ir: :tii : 'iit ::
q@---lf x*r-r-----mlFrumffi ]F""b.ilffi
- . . q. .. ap-. li tr - .n. -- ii
-.1" -"
ai, ;, ,;
i
" ll "t..:Lrrrr
t116r1l
& lt lllahEer,catrer'stDPRT P0TYURETHANE
I
m;mil*ilMrr!il
& lt, ll r"n"r.ooo,.sLornr
t lr llPdner,Froo,,srDPRl ll DC{-!o!r![]1 llPirs, Frrot 1 lia5r r1i Sii r e
Click Gheck ln & . enter a comment and select OK
120
SOLIDWORKS PDM
worki ns with
"'f3rff:r:m
Compare BOM 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.
r Green indicates an added column or row.
r Orange indicates different values in a cell. Square brackets show
the value in the BOM you selected for comparison.
r 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. i
o The left column shows the BOM, version, and configuration t

that are the source of the comparison. This information is read
i
only.
o The center column lets you choose the BOM, version, and I
configuration to compare. E
o In the right column, the Compare BOM button changes to

E
i E
To return from a BOM comparison to the original BOM: E

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

E
lnformation BiII of Materials. E
E
:
12',1
Appendix A SOLIDWORKS PDli'l
Gompare BOMs.
Browse Projects\ P-OOOO2\ CAD Files.
SelectLP Gas Grill Assembly.SLDASM and select the Bill of
Materials tab.
Select Compa.e ffi .
Select LP Gas Grill Assembly-BOM-MOD from the BOM pulldown
'].Fr;:ier @t;eir:::;f: i-:-:t'airi1l F3iiirtliri,:lE ft:.il-h; H1',r:Ir,]i*l

:'..: :a.. mLPa3ra,ill;!s.rblr'31fi filD-
d
Its
Do(ument Nu... Det(ipl,on Number Qfr State
'rf, Pir e Ta! eTrE.ltfPFl tr:r: illliil! lliitTEt tpt ::tllli] 1 FElei:ei
rr,hpp.1i:rr'tr aLEFFT ta,: in0lllil ,'ilie lllmr' :dt-lll:iill I Fr ea.in
= :r Eii n,littrFFT !:r:-lii!ll5i ;r Eiil :qD 0[0]l:51 1 Fli iaiEi
:il l' []irii! i !tt FFI rl: l:llilil 'lr lliifu I (Ct :i[!!]5i 1 Fe EarEi
Select Version: 2 from the version pulldown list.
The compare results are displayed with the red color indicating that the
Lubricant item, the Position No. and Wei$ht columns do not exist in
version 2 of the LP Gas Grill Assembly.
l-l Fr::i:r; fli;:;::i: {i.:.:,..r :i: fie r .ilr":"

'u
.
:' ' B LF;.: GriLlk:rrbl:-E:-!Y.lr!lD Y
ts er*r*:i' @ llts *r:parscr
lp r."r*,rr
Der(iplion Number Qft State Malerial Potition No. WEiqht
l* Fariti:r:iLlFFlT DL:)i.ill:iill Par r 0:or L:at lllliii! I E:::.:. =.. ,, n '. I

It"'r
,!,: Hanl e
6r
t :ttFFl
ltt,FFT
DaI i0]l::64
!:a-r!!ilri1
Hand e,
5r I d
! a!! ni I l:
:!!-i!!lll56
t !! 1 P. I
- _-t_-,_j
,nronre -r1
:..,-i:t.-.
1,.: l--
t''-'
! '_,
Ito*t
14l
1) L d
Il'i
+. i_- .'. _" _,..,,-- I,'', Itsist
F.iil, lLEFFT !li-lll!lli1 FiriL,F.:r :r0-ttllili.i - -Eea.tr
{r
r$ Far El
F rnr
r!E EBrr !tDFFJ l: l: t t 0[]6 rr, nL il F."r."1 Jl .br.o,:j.-r,

ftL
__l - t__
ll1,25l i:
O ""
It,,,,=.tr ]t,,,,,,-o,r !lr5 -1+ I t
I
I iil", l1
t=
:r,roarx Xng'ea
Select Close comparison to end compare
122
-
lndex
A G T
access dghts 8 gct tab
latest lersion 60 bill of matcrials 24
B lersion 60 contains 27
bill ofmaterials 24, 112 prcricu 2J
BOM 112 H iersion 23
compare 121 history 62 u,hcre usecl 28
computed 24
named 24 L U
Solidworks 24 Iog inl3 undo check out 61
weldment 24 log oil' 3l uscr dellneci rclcrcnces 66
c M :
cache 8 l\'love Trcc 72 vault 8 !
check in 39 lault lier' 8

:
check out 54 N lersion 66 I
l4 t
color of.folders notifications I 0. 90 r,ersiur tab li t
compareBOM 121 r,crsions I 0 ;
concepts 6 P r,ie['histort' 62
contains tab 27 paste sharctl 72
copy tree 70 pre\ieu,tab W
21
uhere uscd trb 28 E
D \\rinciol user interiiLce l6

E
t
R s
data card 10 uorkflorv c)
rcltrences *
s'orking lblder *
check in .17 3 E
F E
check out 99 E
E
favorites 84 revisions l0
fi1e E
checl< in 39 S E
check in file with references 47 !
check out 54
search 78
lir orites
I
check out file with references 99
share tilc b
lJ.1
another fblder 72
t
file data crd 10 SOLTDWORKS add-in 96
file mode SOLlD\\TORKS PD\I
checked in 36
cache .3
checked out 36
concepts 6
private (local) 36
u.orking loldcr ll
file vault 8
file versions 66
file view 18
lolder colors 14
't23

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For users of the Viewer and Contributor clients:

Bold Sans Serif SOLIDWORKS and SOLIDWORKS PDM

::=:==::==:== Double lines precede and follow sections of

SOLIDWORKS SOLIDWORKS PDM has t.uvo vcrsions. Prof'essional and Standard'

Upon successful complction of this lesson, you rvil1 bc able to:

SOLIDWORKS PDM is intended to be used by engineers. designcrs.

SOLIDWORKS SOLIDWORKS PDM is corlprised of the follou,ing requirecl

SOLIDWORKS PDM Database Server

1!pl.a Sinqle Siie lnstall6tion Typical multi-site installation

SOLIDWORKS PDM Prof-essional also has the fbllou.ing optionul

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 ttser glor"rps. The

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

r Log off of a SOLIDWORKS PDM vault.

SOLIDWORKS SOLIDWORKS PDM off'els both a Wir.rdorvs-based integration and

SOLIDWORKS uscrs rray access the vault directly fi"om

r In SOLIDWORKS. click Help, SOLIDWORKS PDM Help Topics

;:,, !/Tlltiilll: ([]l l, i

:rlLI!'!:F j4j lri rlrtriti

The client vier.v is idcntificd by a large SOLIDWORKS PDM

-:3 r- 'cr the First \\jhen bron,sing into the

Select Log ln to show all available file

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

The folder is in a vault but you are off line. Select

The folder is local and does not exist in the vault

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

E type-specific data card.

62.it liE IPEG nigr lii! trd l7SEp 12 12r1.,,

B P,e! :*. fr1y;..,,' E

User lnterface The user-interface includes:

,i:rqrru;' Cr:lrt€iiiir:i.n ili..l-C!i

SOLIDWORKS PDM menu bar

' 1rir..r . [1..dil. - u,.Lti\ - TDrt- -

Right-click menus Dprn

EI :iiait .ie !oLI!!i/ tRil !

&' ihr.I rri I-f F

I a+ion' - h'1odit Y DiJplay ' Tooli - q-&

B ft."i* B Daac*d . ft vesnr ffi Mof Mai{id3 $ cr*ais H ulseuEe*

ASMffi ffi: Visr ACMEWebsile

fooo', ani r1.rtr n :r frrmi.t

The user who curently has the file checked out.

Date when the file was last modified (or created)

€ a.ton' - r,4";,i ;;dry;;;;'. s,;e-

Docilumhe' ir--tnlu- DrdwrnqNumber ittj0rl0l: Drawrnq lype

Layout / SOLIDWORKS PDM recognizes any layouts stored in DraftSight@

l! ::r":: LegErn{e trMwp.fti-

The active configuration tab is focused by default. Thc active

Leg Bra(e A.n . t +*, *ppL

To srvitch bctr.vccn the difl-crcnt configurations, click on the tab name.

View Layout/Configuration tabs.

r For image files the menu has

the size and rotate the preview. You ,::, a

r For SOLIDWORKS Hirre I

fileS the menu has other MnkeT,anrparEnr 1

options as the preview ;]i,'jl-'

can pan, zoom, and l

Tip For faster browsing of Ei.lud€d FilE TrpE'..

B ft."i* B Daacd . ft vesnr ffi Mof Mai{id3 $ crais H ulseuEe*

Leg Bra(e A.n . t +, ppL

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