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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
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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
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SOLIDWORKS Portal
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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
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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
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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 SOLIDWORKS PDM 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
- Show all articles ( 20 ) Collapse Articles
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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
- Show all articles ( 12 ) Collapse Articles
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Simulation
- Simulation Meshing Guide
- How to Duplicate and Reuse Simulation Study Data
- Setting Up Default Options for SOLIDWORKS Simulation Studies
- 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
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3DEXPERIENCE
PDM How to Work in Off-line Mode
PDM How to Work in Off-line Mode
Have ever noticed your PDM folders display as a blue color? The blue folder color indicates PDM is in Work Off-line mode. There are times when working with SOLIDWORKS PDM when users will need to work on files in the vault while not connected to the network, e.g., working remotely, visiting a customer, or maybe the network or PDM is unavailable for maintenance reasons.
SOLIDWORKS PDM has a special Work Off-line mode which takes just a few minutes to configure, cache files locally, and then continue working while disconnected from the network. Once connected to the network again, PDM can be switched back to Work On-line mode and any changed files can be checked in to PDM.
Quick Overview of Work Off-line process
- 1. Check out and cache latest versions of files locally (only files cached locally will be available).
- 2. Switch to Work Off-line mode and disconnect from the network.
- 3. Access locally cached files while working off-line.
- 4. Connect to the network and switch to Work On-line mode.
- 5. Check in files which were changed.
Note the permissions at the end of this article which required to view files created in Work Off-line mode.
Step 1: Prepare for Off-line Mode – Write Access
Check In any active files to ensure the database contains the most recent versions of the files in your local vault view. Then Check Out the files you will need write access to modify while working in Off-line mode (balloon 1 below).
During Check Out, be sure to select the Get option for all files (balloon 2 below), including files you will only need read access to. This will cache the latest version of the selected files locally, so they are available while working off-line.
Step 2: Prepare for Off-line Mode – Read Access
The next step is to cache any other reference files locally that will not be changed but you may need to reference while you are off-line. This can be a few files in the same folder, an entire project folder, or even the entire vault.
Locate the files or folders you want to cache locally, right-click and select Get Latest Version.
Step 3: Switch to Off-line Mode
Once you have cached all required files locally, in the PDM File Explorer view, select Tools > Work Off-line.
You can also switch to Work Off-line from the PDM login dialog (lower left corner).
The folders in PDM will appear as a blue color, which indicates the vault is now in off-line mode.
Working in Off-line Mode
Users will have access to all files they have available in their local cache. Only files which were selected for Check Out will be writable to make changes to the files and save. All other locally cached files are available for read only.
Interface while working in Work Off-line mode:
- 1. PDM columns will not be available other than standard Windows file information, such as Size and Type.
- 2. There will also be a column named Writeable which indicates which files you checked out and are available to be changed and saved.
- 3. PDM tabs do not display information, since the information is stored in Microsoft SQL database server which is not currently connected.
Switching Back to Working On-line
Once the network connection is available again, select Tools > Work On-line. The folders in PDM will appear as a green color, which indicates the vault is now in on-line mode.
Existing files that were changed
The files that were checked out will need checked into PDM for your local changes to be written to the database.
New files and folders
New files and folders will appear as grey/ghosted with <local files> displayed as the state until they are added to the file vault by right-clicking and selecting “Add to file vault” and then checked in as normal.
Permission to View files Created in Work Off-line Mode
To view files that are not yet part of the file vault, set permissions as follows:
1: User or Group permissions > Folder Permissions > Read file contents
2: User or Group permissions > Settings > File Explorer > File types to show: Show all files – NOTE: Changing this setting requires the PDM user to log out and then back into the local vault view to take effect.
Video Instructions
Technical Support
If you have any questions or experience unexpected behavior, feel free to reach out to MLC CAD Systems technical support.