Check in all files that have unique file names.

Copy the top level folder with all subfolders and files into the desired location in PDM.

Verify that your vault is set to not allow duplicate file names.

Copy/Paste a folder containing your files into PDM

The drawback of this method is non CAD files like PDF or Office files will not be considered.ī.

Ability to create a new folder structure.

File references linked inside of the PDM Vault.

Set the PDM Revision to match their current, released revision.

Release files inside of PDM that have previously been released outside of PDM.

Fix file references so they all point to files inside of the PDM Vault.

Open the assembly to verify that all references point to locations inside of the PDM vault.

Identify and resolve files that have duplicate file names.

Check in all files in the “Save To” folder that have unique file names.

Select “Save” button to start the copy process.

Set options in the Pack and Go dialog.

Right-click top-level assembly or drawing outside of PDM Vault and choose “Solidworks: Pack and Go”.Methods to import files into PDM local view If the vault is set to Do not allow duplicate files, PDM will check the entire vault for a duplicate name and won’t allow the check-in. Make sure all the properties are added to the file data card.

You can use Update References wizard, which displays the references in a file and lets you modify them without opening the parent file in SOLIDWORKS. SOLIDWORKS finds those references by looking in saved file paths for the exact file name. If you wish to maintain their existing revisions then some tweaking in workflow is required. Talk to your VAR and get more information.Ĭheck if files contain a revision scheme. Moving files from Workgroup is a different task. Moving from Workgroup to SOLIDWORKS PDM Standard?.Following are some common methods to move CAD data to PDM local view.īefore discussing the best practice its important to consider below points: How should we do it? It is a common question by the users who want to move files to SOLIDWORKS PDM.

Solidworks pack and go