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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
How to Use PDM Copy Tree
How to Use PDM Copy Tree
SOLIDWORKS PDM has a specific tool for creating copies of files with references to create a second instance unrelated to the original. The Copy Tree tool is like SOLIDWORKS Pack and Go except Copy Tree contains file management tools specifically for use with SOLIDWORKS PDM. Using Copy Tree to copy and rename a file in PDM records the new relative location of the associated files when they are checked in. This applies to relationships between assemblies, subassemblies, drawings, and parts.
If you need to move a file or entire file structure within PDM to a new folder or multiple new folders without creating copies, you can use SOLIDWORKS PDM Move Tree.
CAUTION! SOLIDWORKS Pack and Go should never be used for files within SOLIDWORKS PDM. Pack and Go only copies files which are cached locally and does not consider PDM file versions.
Copy Tree is available from the Tools dropdown list in the File Explorer of the Local Vault View
The top of the Copy Tree dialog contains the following options:
1. Default Destination is the location to copy files. The destination can be set to a specific folder inside or outside PDM.
2. Settings contain options to select which file version to copy, include simulation or drawings, name drawings after their models, preserve the relative file paths, and regenerate serial numbers.
Versions to use:
- Latest – Will perform the copy with the latest version of every file listed.
- Referenced – Will perform the copy with whatever version of the file is referenced by the version top-level file which is being copied.
Copy Type:
- Files – output just the files to the destination location.
- Compressed Archive – output the files into a compressed .zip that will later need to be unzipped to utilize the files.
Options:
- Include simulation – will perform the copy with any referenced simulation results included.
- Include drawings – will perform the copy with any referenced drawings included.
- Name drawings after their models – will name any copied drawing to match the name of the model it is referenced to.
- Preserve relative paths – copies the subfolder structure for each default file location to the destination location.
- Regenerate serial numbers in cards – if serial numbers are used in data cards, this will copy the next serial number in sequence to the new cards.
3. Transform options contains options to add a prefix or suffix to the copied files or replace a specific text string within the file name. All three options can be used together.
The center of the dialog lists the files to be copied and the associated references. Use the Copy column to mark which files will be copied.
Right-clicking a column header will display a list of columns to display. Columns can also be reordered left-click and dragging the column header to a new position. In the image below, the dialog has been configured manually to display only the columns shown. Rows with changes will be highlighted in yellow.
In this example, the Target File Name contains the custom prefix NEW_ for the files selected to copy.
The bottom of the dialog contains options to Check-in on Copy with a Comment and Total to Copy, which summarizes the number of files to be copied based on the selections.
Copied files are treated as new files with a new History specific to the copied file.