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Installation
- SOLIDWORKS and SW PDM System Requirements
- Preparing for Installation
- How to Download SOLIDWORKS
- SOLIDWORKS Installation Manager (.exe)
- How to Request a Manual Download for SOLIDWORKS
- How To Order A SOLIDWORKS Media Kit
- Installing – A Complete Overview to Managing a CAD Environment
- SOLIDWORKS Hardware Guide
- Troubleshooting SOLIDWORKS Installation Issues
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- SOLIDWORKS Individual Installation
- How to Modify Your SOLIDWORKS Installation
- How to Repair Your SOLIDWORKS Installation
- Performing a Clean Uninstall
- How to Quickly Update SOLIDWORKS to a Newer Service Pack
- How to Transfer a Standalone License
- Install Multiple Versions
- SOLIDWORKS Activation Wizard: How to Transfer SOLIDWORKS License
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- SOLIDWORKS Network Licensing
- How to Upgrade SolidNetWork License Manager
- Moving from SOLIDWORKS Standalone to Network Licenses
- Adding License to an Existing SolidNetwork License Manager
- Use Options File to Reserve Licenses for Specific Users
- SOLIDWORKS SolidNetWork License Order Guide
- How to Reactivate SOLIDWORKS Network Licenses
- How to Move the SOLIDWORKS SolidNetWork License Manager to a New Server
- SOLIDWORKS SolidNetwork License Manager Overview
- How to Install the SolidNetwork License Manager
- Reserve Licenses with Options File
- How to add or remove network serial numbers
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SOLIDWORKS Portal
- Customer Portal replaced by DSx Client
- How to get FREE Certification Testing
- The SOLIDWORKS Knowledge Base – Help Resolve Your SOLIDWORKS Questions
- How to Add Contacts and Assign Roles in DSx Client Care - 3DEXPERIENCE
- How to Enter Enhancement Requests for SOLIDWORKS Users
- MyProducts.solidworks.com Overview
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SOLIDWORKS
- SOLIDWORKS Keyboard Shortcuts
- SOLIDWORKS Copy Settings Wizard
- Accessing Xpress Tools
- How To Tell Who Has a SOLIDWORKS File Open
- How to Use SOLIDWORKS Pack and Go
- SOLIDWORKS Administration Overview
- Rebuild Types and How They Work
- Understanding SOLIDWORKS Settings and Templates
- How to create SOLIDWORKS Part, Assembly, and Drawing Templates
- Utilizing Cloud Storage with SOLIDWORKS
- Automate File Exports with Task Scheduler
- Troubleshooting Weldment Cut List Consolidation
- SOLIDWORKS Multi-sheet Custom Properties Source
- How to Use Save As with References
- How to Troubleshoot Graphical Issues
- How to Enable or Disable SOLIDWORKS Add-ins
- Updating File References in PDM
- How to Add Fonts in SOLIDWORKS
- Essential SOLIDWORKS Hotkeys and Shortcuts
- Where Used with SOLIDWORKS File Utilities
- SOLIDWORKS Backup and Recovery System Options
- SOLIDWORKS Performance Evaluation - Parts
- SOLIDWORKS Performance Evaluation - DRAWINGS
- SOLIDWORKS Performance Evaluation - Assemblies
- Difference Between Delete and Destroy in PDM
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PDM
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- PDM How to Work in Off-line Mode
- How to Use PDM Move Tree
- How to Use PDM Copy Tree
- PDM - What are Private State Files?
- PDM Search Operators
- How to Set PDM to Details View in Windows File Explorer
- SOLIDWORKS PDM Search Results – Which Configuration’s Variables are Displayed?
- PDM Automatic Login Options
- Preview Tab Options
- How To Overwrite Latest PDM Version
- Difference Between Versions and Revisions
- How to export search results from PDM
- Selecting Child References Automatically in SOLIDWORKS PDM
- PDM Branch and Merge Overview
- What is a Drawing Node in PDM?
- Copy and Paste as Reference in PDM
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- PDM Administrators: Roles and Responsibilities
- PDM License Type Matrix
- PDM Server Recommendations
- PDM Backup Procedures
- How to Reset Your SOLIDWORKS PDM Admin Password
- How to Control Get Version Commands
- Adding a PDM Vault View with a Windows Azure Active Directory Account
- PDM Major Minor Revisions
- How to Set Revision Manually in PDM
- How to Set Up Revision Tables
- PDM - What are Version Free Variables?
- PDM How to Rollback a File to a Previous Version
- PDM Setting Cache Options Automatically
- How to Change PDM Date Formatting
- How to Delete a PDM User Completely
- How to Reset Web2 Authentication in IIS
- SOLIDWORKS PDM Connectivity Test Tool
- How to Configure the Local HOSTS file to Resolve Server Name
- Create Local Vault View Shortcut
- How to Configure a Computer to be a PDM Task Host
- How to Setup a Dedicated Unattended Task Host
- How to use PDM Database Upgrade Tool
- Collect Support Information for PDM
- Update Credentials for PDM Archive Server
- Update Credentials for PDM Database Server
- Creating and Using PDM Labels
- Troubleshooting PDM Notifications
- PDM Cold Storage and How To Use It
- How to set the PDM Preview Tab Viewer
- How to reset the SQL password for the PDM Vault SQL Server
- SOLIDWORKS Strategies for Using the File Version Upgrade Tool (FVUT)
- How To Relocate An Existing SOLIDWORKS Vault View To Another Drive
- How to manually remove a disconnected PDM Vault View
- How To Relocate Vault Archive Folders To Another Drive
- How to Setup Toolbox in PDM - SOLIDWORKS
- How to Resolve “Workflow States Exceeds Permissible Limit” - SOLIDWORKS
- SOLIDWORKS PDM Enter a Valid Account for this Resource
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- Create Local Vault View
- How to Delete or Recreate a Local Vault View
- Create Local PDM Vault View Using .cvs File
- How to Change PDM Client License Type after Installation
- PDM File Version Upgrade Tool
- PDM Upgrade Checklist
- How to Upgrade SOLIDWORKS PDM Add-ins
- SOLIDWORKS PDM: Moving Server Components - Checklist
- How to Install SOLIDWORKS PDM Standard
- SOLIDWORKS PDM / Manage Installation Guide (PDF)
- Install Microsoft SQL 2019 for PDM Professional
- How to Install PDM Client Software
- Change SQL Server License
- How to Upgrade SOLIDWORKS Toolbox in PDM - AUTOMATICALLY
- How to Upgrade SOLIDWORKS Toolbox in PDM - MANUALLY
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Known Solutions
- Windows Firewall Exceptions for SOLIDWORKS Network Based Products
- Why Users Need Local Admin Rights to Install SOLIDWORKS
- How to Run SOLIDWORKS with Administrator Permissions
- Blank SOLIDWORKS Installation Manager - Resolution
- SOLIDWORKS RX - The Ultimate CAD Diagnostic Tool
- SOLIDWORKS Safe Modes
- How to Force SOLIDWORKS to Use Your Graphics Card
- How to Ensure that You are Running a SOLIDWORKS Certified Graphics Card Driver
- Troubleshooting SOLIDWORKS Installation Issues
- Resolution to Common File Location Errors
- Non-Matching Internal ID
- Could not obtain a license for SOLIDWORKS CAM. Invalid (inconsistent) license key
- “The Source Folder Is Not Versioned Properly…” Error when Modifying Serial Number
- “A Newer Version of This Product is Already Installed” Error when Installing SOLIDWORKS
- "Error obtaining License (-85, 147, 0)"
- SOLIDWORKS Search Routine Order
- How to Restore Dismissed SOLIDWORKS Messages
- Viewing SOLIDWORKS Configurations in eDrawings
- How to Modify the Reference/Update Dialog Dismissal Time
- SOLIDWORKS Educational Resources
- How to Change the SOLIDWORKS Language
- Restore Your File Associations
- How To Reset SOLIDWORKS Registry
- Resolve "Sheet Format Could Not Be Located"
- How To Correct The "Default Templates Are Not Valid" Error
- Correcting foreign language characters in the FeatureManager Tree
- How to Collect CXPAs
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Simulation
- Simulation Meshing Guide
- How to Duplicate and Reuse Simulation Study Data
- Setting Up Default Options for SOLIDWORKS Simulation
- Which Type of Elements Should I Use?
- Is SOLIDWORKS Simulation Accurate?
- Getting Started with Simulation
- The Basics of Setting Up a Study in Simulation
- Do I Need Non-linear Simulation?
- Submodeling Studies – The What, Why, & How of Using Them in SOLIDWORKS Simulation
- What To Do When you get the “Excessive Displacement” Warning in SOLIDWORKS Simulation
- How to Create Temperature Dependent Custom Materials in SOLIDWORKS Simulation
- How to Export Flow Simulation Results to Import into FEA
- How to Add a Hydrostatic Load
- Important Mesh Theory to Accurately Run your Finite Element Analysis Simulations
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3DEXPERIENCE
- How to Create a 3DEXPERIENCE ID
- 3DEXPERIENCE Cloud Eligibility Tool
- Cloud Services Activation
- Invite Users & Assign Roles
- How to Install Collaborative Designer for SOLIDWORKS
- Install the 3DEXPERIENCE Add-in for SOLIDWORKS
- How to Install 3DEXPERIENCE SOLIDWORKS Connected
- How to Update SOLIDWORKS Connected and other Apps
- Storing SOLIDWORKS Templates on 3DEXPERIENCE Platform
- Work Offline in 3DEXPERIENCE
- How to uninstall 3DEXPERIENCE SOLIDWORKS Connected
- How to Export as 3DEXPERIENCE Package File and Share
- How to Import a Package File with 3DEXPERIENCE Exchange Add-in
- How to Delete Files and Objects in 3DEXPERIENCE Collaborative Spaces
Storing SOLIDWORKS Templates on 3DEXPERIENCE Platform
How to Store SOLIDWORKS Templates on the 3DEXPERIENCE Platform
Templates are a HUGE timesaver for SOLIDWORKS users and allow for a consistent user experience. Templates can be used to control the ‘starting point’ and Document Property settings for your SOLIDWORKS Parts, Assemblies and Drawings.
With collaborative teams, its even more important to make sure everyone is using the same standard, hence the importance of templates.
The 3DEXPERIENCE Platform provides a great way to manage templates so you can keep your team organized and on the same page!
This document will focus strictly on saving existing templates to the 3DEXPERIENCE Platform and the management of those templates. It will not focus on creation and customization since numerous other resources exist for this topic.
Requirements: 3DEXPERIENCE SOLIDWORKS or SOLIDWORKS Desktop with Collaborative Designer for SOLIDWORKS Role.
Adding Templates to the Platform:
Open the template inside of SOLIDWORKS and save using the MySession Widget
Inside of the “Create Template” dialogue box, you can enter the following:
Title – By default this is the template file name
Description – By default this is empty
The Create as Released option stores the template in 3DEXPERIENCE with the Released maturity state. This effectively prevents users from modifying it without being very intentional.
The Create as Private option stores the template in 3DEXPERIENCE in a Private maturity state. This will only be visible to the user saving the template.
Editing Existing Templates on the Platform:
Open the existing template in SOLIDWORKS and save using the MySession Widget
Note: If the template is in the Released maturity state, you may need to create a new revision of the template to Lock the file and save.
If needed, you can overwrite the Title and Description values that were there previously.
Be sure to unlock the template file and make any needed maturity state changes.
How to Organize your Templates on the Platform:
Any templates that you save to the platform will have the XCAD Template type. These types of objects are governed by the Engineering Resource policy.
Templates can be organized using Bookmarks and can also be found easily using search functionality.
If needed, templates can be deleted from the Bookmarks or Collaborative Lifecycle Apps. (Administrator permissions are required to delete objects in Frozen, Released or Obsolete states)
Using Templates Stored on the Platform:
Using template that are stored on the platform is seamless for SOLIDWORKS users! After a connection has been established to the Platform, templates that are stored in 3DEXPERIENCE are automatically downloaded to the local cache.
These processes happen in the background:
- Query server for any available templates
- Download templates not yet available locally
Templates are downloaded to the following location:
%LOCALAPPDATA%DassaultSystemes\CATTemp\ENOUSWC\Resources\[tenant_id]\Templates\3DEXPERIENCE\*.*dot
Templates that are in the Obsolete state do not download.
When creating a new Part, Assembly or Drawing inside of SOLIDWORKS, a 3DEXPERIENCE tab will now appear in addition to any local folder locations that are specified.
Technical support
If you have any questions regarding the SOLIDWORKS search routine or missing file references when opening files, feel free to reach out to MLC CAD Systems technical support. MLC CAD Systems can also provide services to assist with reviewing and possibly repairing/recovering larger data sets if file references are incorrect or missing.