FAQ for Clients
Which versions of SolidWorks
and SolidWorks Workgroup PDM can I use together?
The major versions of SolidWorks
and Workgroup PDM must match. You
cannot use Workgroup PDM with an older version of SolidWorks.
Which versions of clients can
I use with the Workgroup PDM server?
You can run Workgroup PDM clients with the Workgroup PDM server
from any service pack as long as the clients and server are within the
same major version. For example, you can use a client from an earlier
service pack with a server from a newer service pack. The following table
illustrates when you need to update Workgroup PDM clients:
Client |
Action |
Same release as vault |
None |
Newer than vault, same major release |
None |
Newer than vault, newer major release |
Login is blocked |
Older than vault, same major release |
Optional update in the About SolidWorks
Explorer dialog box |
Older than vault, older major release |
Mandatory update |
When I log in to the vault,
I get an error message that says "Error contacting the vault. Please
check that the vault computer name is correct and that the Workgroup
PDM
Server is running on that computer."
This error often occurs when
the vault is rebuilding. You can log in after the vault is rebuilt.
When checking out an assembly, do I have to select each reference,
one at a time?
No. In the Get
Local Copy and Open Document dialog box, select the Options
header, then select either or both of the following: Get
local copy and Take
ownership.
When checking out an assembly, do I have to also check out its components?
No. You can specify which references to check
out with the assembly. In the Get
Local Copy and Open Document dialog box, select only those components
you need.
When checking out a document, does the document return to the folder
from which it was checked in?
No, Workgroup PDM does not know where
a document came from. You specify the destination folder in the Save In Folder column in the Get Local
Copy and Open Document dialog box. The folder that appears in Save in Folder is set in Options.
Setting a working folder is recommended.
When checking out a document,
why are the documents read-only?
Your settings may be interfering
with the SolidWorks collaboration settings. To remedy this issue:
What is the difference between the two options under "Compare
vault document" in Workgroup PDM Options?
When Workgroup PDM compares the file
in the vault with the local file, the icon showing that the local file
is newer than the file in the vault
appears:
How can I make the Number field
automatically use the file name?
Open a
new part.
Click File, Properties.
In the
Summary Information dialog box,
on the Custom tab, set the Number property to $PRP:"SW-File
Name", then click OK.
Click File, Save
As, and save the document as a Part
Template (*.prtdot).
When you
use this template for new parts, the file name (without extension) appears
automatically in the Number field.