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SOLIDWORKS Settings for PDM File Import

This guide is to document one methodology to facilitate SOLIDWORKS documents to be saved into the PDM vault environment.  This example shows how to load a top-level assembly with reference files (parts and drawings). This workflow intends to allow for data to be imported over time while maintaining single reference documents for shared components. 

 

If you have several assemblies, entire drives, or data within another management system that needs to be imported into a PDM vault, please see our CAD migration services here.

SOLIDWORKS System Options Settings

1. Click the ‘Gear’ button or go to the Tools drop-down menu and click on Options. 

 

2. Then select External References and check on all three checkboxes in the rectangle below. 

SOLIDWORKS Settings for PDM File Import (1)

3. Click on the Go to Reference Documents button. 

 

4. Click add and select the shared parts library folder or the root of the local vault view*. 

SOLIDWORKS Settings for PDM File Import (2)

*Note: Selecting a larger directory will have an increased impact file open time and increased local storage requirements to cache files in the PDM vault view.

PDM Administration Settings

1. Disallow duplicate file names. (Optionally only disallow by file extension: sldprt sldasm slddrw) 

SOLIDWORKS Settings for PDM File Import (3)
SOLIDWORKS Settings for PDM File Import (4)

2. Configure a cache refresh on folders containing shared components.** 

SOLIDWORKS Settings for PDM File Import (7)

**The components must be cached locally for SOLIDWORKS to load from the vault location. 

SOLIDWORKS User Workflow

1. Open the assembly or drawing in SOLIDWORKS. Confirm the expected references are opened from the PDM vault view location. 

      • Click File and select ‘Find References.. 
SOLIDWORKS Settings for PDM File Import (8)
SOLIDWORKS Settings for PDM File Import (9)

2. Initiate the Pack and Go command. 

SOLIDWORKS Settings for PDM File Import (10)

3. Click the Find/Replace button. 

SOLIDWORKS Settings for PDM File Import (11)

4. Select the ‘In Folder’ option from the drop-down menu. Enter the root location of the vault and click the ‘Uncheck All’ button. 

SOLIDWORKS Settings for PDM File Import (12)

5. Specify the location in the vault to save the assembly. 

      • Optionally, select the ‘Keep full folder structure’ radio button and the root level of the vault to keep the same folder structure. 
SOLIDWORKS Settings for PDM File Import (13)

6. Close the opened model navigate to the new vault location of the drawing or assembly file and perform a Check In command from the top level item***. 

SOLIDWORKS Settings for PDM File Import (14)

***Keep an eye out for warnings, ‘Outside SOLIDWORKS PDM’ or ‘File not found’. Right clicking on the column headers will allow you to select which columns are showing. The ‘Referenced As’ column is recommended for troubleshooting these warnings. 

 

Warnings of this nature can be resolved with this same workflow or by using the SOLIDWORKS Updating File References in PDM (mlc-cad.com) guide. 

 

If the files are checked in with this warning, then the workflow outline: SOLIDWORKS Updating File References in PDM (mlc-cad.com) no longer function. 

SOLIDWORKS Settings for PDM File Import (15)

Technical Support

Get help from our team by Calling us at 800-364-1652 x 2. You can also get assistance by clicking the Technical Support button or the Email Our Experts button below. 

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