How do I link files in Solidworks PDM?

How do I move files to PDM?

To move a file structure to multiple folders:

1. Select the parent file and click Tools > Move Tree.
2. In the Move Tree dialog box, in Default Destination click Browse to navigate to the primary destination folder.
3. To specify other folder locations for specific files: …
4. Set the remaining options.

How do I join PDM vault in SOLIDWORKS?

To view and manage items, you must connect to a SOLIDWORKS PDM vault through a local folder called a local vault view.

1. Click Start > All Programs > SOLIDWORKS PDM > View Setup .
2. In the View Setup wizard, click Next.
3. Select a server and click Next. …
4. Select one or more vaults and click Next.
5. On the Select location page:

What is cold storage in SOLIDWORKS PDM?

Cold Storage is a feature in SOLIDWORKS PDM that will automatically move or delete old versions of files. It can be used to reduce the amount of disk space required on an archive server.

How do I create a folder in SOLIDWORKS PDM?

Creating Folders

1. Log in to the vault and navigate to the location for the new directory.
2. Right-click in the right pane and select New > Folder.
3. The folder is automatically saved to the vault.

How do I change the workflow in PDM?

How do I move files from one SOLIDWORKS PDM workflow to another?

1. Right-Click in the open area of the old workflow and select “New Workflow Link” …
2. Select the Workflow Link Properties, new workflow where the files will be moved and the state files need to be moved to.

How do you move files in Solidworks?

To rename, replace, or move a SOLIDWORKS document: In File Explorer or in the SOLIDWORKS Task Pane File Explorer, right-click a SOLIDWORKS document and click SOLIDWORKS > Rename, Replace, or Move.

How do I open a PDM file in SOLIDWORKS?

SOLIDWORKS Open

1. In SOLIDWORKS, click Open (Standard toolbar) or File > Open.
2. In the SOLIDWORKS Open dialog box, select a file type in Files of type.
3. Select My Workgroup PDM Documents or Workgroup PDM Vault in the locations sidebar.
4. Select options as described below, then click Open or Check Out.

How do I find PDM vault?

Searching with the SOLIDWORKS PDM Search Tool

1. In the bottom left pane, under Search in Vaults, select the vaults to search. …
2. In the top left pane, expand a vault to see the searches and favorites available, and select a search.

How do I start PDM in SOLIDWORKS?

There are 5 main steps to fully set up a PDM client machine:

1. Install the PDM client or modify SOLIDWORKS to add in the PDM client.
2. Create a local view to see vault files on your local machine.
3. Configure local view display settings.
4. Map the SOLIDWORKS file locations to the vault.

What does Solidworks PDM do?

With SOLIDWORKS PDM, you can create and maintain a single data location and vault that can be accessed by users to store and retrieve files. With SOLIDWORKS PDM products, data is kept secure, up-to-date, and accessible. The system eliminates duplicate work and delays, while saving time and development costs.

How do you create a new folder in Solidworks?

To create a new folder:

1. In the Task Pane, select the Design Library tab .
2. Select a parent folder (the Design Library folder , for example)
3. Click Create New Folder .
4. Type a name for the new folder. The new folder appears under the selected parent in the Design Library, and a new folder is created on disk.