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Workgroup PDM and SolidWorks Explorer
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Workgroup PDM Structure
Workgroup PDM Rules
Best Practices
Help
API
Client
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Triggers
SolidWorks Explorer
SolidWorks Explorer Overview
Properties
References
Where Used
Configurations
Hyperlinks
eDrawings
Search
Tags
Pack and Go
Rename or Replace Document
Toolbars
Fixing Renaming Errors
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SolidWorks Explorer Overview

SolidWorks Explorer is a file management tool designed to help you perform such tasks as renaming, replacing, and copying SolidWorks files. You can show a document’s references, search for documents using a variety of criteria, and list all the places where a document is used. Renamed files are still available to those documents that reference them.

You can use SolidWorks Explorer with or without the SolidWorks application and with or without SolidWorks Workgroup PDM added in.

SolidWorks Explorer is not a PDM (Product Data Management) tool; however, it does perform many useful tasks and simplifies many file management processes. You can add in The SolidWorks Workgroup PDM Contributor application to run as a standalone application inside SolidWorks Explorer.

To activate the SolidWorks Explorer:

  • From within the SolidWorks application, click Tools, SolidWorks Explorer.

  • From the Windows Start menu, click All Programs, SolidWorks <version>, SolidWorks Explorer <version>.

  • Create a shortcut by dragging the SolidWorks Explorer icon to your desktop.

Collapsed View

The first time you open SolidWorks Explorer, it appears in its collapsed view, with only the SolidWorks Search box visible:

In the collapsed view, you can:

  • Search for text strings and tags in all indexed documents, including SolidWorks and Microsoft Office documents.

  • Click Expand to show the File Explorer pane.

  • Right-click near the outer edge and select Close or Minimize.

  • Leave the collapsed view open on your desktop. It becomes transparent while you use other applications.

  • Insert tags in documents to use as search criteria.

File Explorer

When you perform a search or click Expand , the view expands to show the File Explorer pane, which has two tabs:

  • File Explorer . Displays the folders and documents on your computer. If SolidWorks Workgroup PDM Contributor is added in, the vault view appears at the bottom of the pane.

  • Results . Displays results of searches.

Expanded View

When you select an item in the File Explorer pane, the fully expanded view of SolidWorks Explorer appears.

In the right pane, a graphical preview of the selected folder or document is displayed.  A control in the upper right corner lets you view or suppress the graphic.

  • To suppress the preview graphic, click the left side of the control.

  • To redisplay the graphic, click the right side of the control.

Depending on the type of item selected, different tabs appear in the expanded view, where you can perform data management tasks. Each tab can contain several columns of information. Tabs include:

Info . Lists information about the selected item.

Files (for folders only). Lists the contents of the folder and provides previews.

Properties. Lets you add or change custom properties for a SolidWorks document.

References. Lists the references of any part, assembly, or drawing document.

Where Used. Lists all the places where a specified part or assembly is used.

Configurations. Lets you rename or delete a selected configuration in a part or assembly document, and updates its references.

Hyperlinks. Lets you list and edit hyperlinks in the selected document.

View. Displays an eDrawings image of the selected part, assembly, or drawing document.

When you select a document, a mini toolbar helps you perform additional tasks.

SolidWorks Explorer updates references to and from the document appropriately.

Pack and Go. Gathers all related files for a model design (parts, assemblies, drawings, references, design tables, Design Binder content, custom and default decals, appearances, and scenes, and SolidWorks Simulation results) into a folder or zip file.

Rename. Renames one or more selected documents and updates all the references.

Replace. Replaces a selected part or assembly document and updates its references.



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Web Help Content Version: SOLIDWORKS Workgroup PDM 2012 SP05

The search functionality within the web help is in a beta test phase and you may experience periodic delays or interruptions in its performance. These are the normal and ordinary features of a beta test and shall not under any circumstances give rise to any liability on the part of Dassault Systèmes SolidWorks Corporation or its licensors. The topics within the Web-based help are not beta topics; they document SOLIDWORKS Workgroup PDM 2012 SP05.

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