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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
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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
- PDM Branch and Merge Overview
- Copy and Paste as Reference 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 1/3
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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
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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
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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
PDM – What are Private State Files?
PDM - What are Private State Files?
Private State files in SOLIDWORKS PDM are files that have been added to a PDM local vault view but not yet checked in for the first time. Saving or copying a file to a local vault view does not add the file to the PDM Archive server automatically. Only a check-in operation adds the file to the PDM Archive server, which copies the file from the local vault view to the PDM Archive server.
The actual Private State file itself exists only in the specific user’s local vault view until checked in for the first time. Private State files cannot be cached or opened on another computer.
Private State File Limitations
> Private State files cannot be transitioned through a workflow because they do not yet exist in the PDM archive (remember, the actual file only exists in the Local Vault View of the user who added the file until checked in for the first time).
> Private State files do not have a PDM history and there are no previous versions to choose from as changes are made locally.
> PDM Copy Tree and Move Tree tools DO NOT include Private State files as referenced files, since the actual file has not yet been checked into PDM.
> If Private State files are deleted from the local vault view, they cannot be recovered from the SOLIDWORKS PDM root folder properties. Deleting a Private State file is equivalent to deleting a standard file from a single user’s Windows system. There is no record of the file in PDM.
Who can View Private State Files?
Admins and users with proper permissions can view Private State files in other users’ local vault views. However, they are only viewing the file’s name since the actual file has not yet been added to the PDM Archive server.
In PDM Standard, only the PDM system admin user can view Private State files in other users’ local vault views.
In PDM Professional, the PDM system admin user as well as other users can view Private State files in other users’ local vault views when the proper permission is set as shown below.
SOLIDWORKS PDM Administration tool > User or Group > Folder Permissions > May see files before initial check in (Private State).
How to Identify a Private State file
Private State files display differently for the user which added the file compared to users who can view the file in their local vault views. The image below displays what a Private State file looks like when logged in as any other user other than the one which added the file. In this case, an engineering user is logged in and the Private State file was created by the Admin user.
Private State files for your user will not have any indicators that it is Private State other than the Checked Out By column is your PDM user and the State column will be blank since the file has not yet been checked into PDM.
The image below displays the same file as above as Private State file when logged in as the user which added the file. In this case, the Admin.
> Checked Out By: Admin
> State: is blank
Check In Private State Files to avoid loss of data – best practice
A word of caution regarding Private State file. If any unexpected behavior occurs on the system where the local vault view and Private State file resides, then the files may be lost permanently. Best practice is to check in files as soon as they are ready to be added to the PDM Archive. This will create the initial version of the file on the PDM Archive, which can then be accessed by other users with proper permissions as well as cached to any local vault view and modified as needed.
Lastly, be sure to discuss the topic of Private State files with your users, so they are all aware of Private State files, their limitations, and best practices for checking in files regularly.