Link to PDM configuration

This command lets you manage parameters for updating data in your PDM. It can be your company-specific PDM or the SOLIDWORKS PDM Professional. The parameter management interface adapts according to the elements (software and licenses) available on the workstation. The interfaces are identical except for the Vault name parameter, which must be specified for SOLIDWORKS PDM Professional only.

SOLIDWORKS PDM standard is not available in this version of SOLIDWORKS Electrical.

PDM integration type

Select the interface you want to use to synchronize data with PDM.

Basic: The files are exported to the defined folder.

Advanced: This option needs to have a valid license for SOLIDWORKS PDM Professional. Three options are available to manage the files in the Electrical project management. The first option (Use Update files for PDM button) is similar to the Basic option. The second option (Use Check In/Check Out buttons) uses the SOLIDWORKS PDM Professional through two buttons in the Electrical projects management. The third option (Third party integration) uses the API to manage the files.

General settings

Vault name: If you have SOLIDWORKS PDM Professional, select the name of the vault to use from the list.

Base folder path: The base folder path updates automatically if the connection to the vault is valid.

If you do not have SOLIDWORKS PDM Professional, select the base folder by clicking the [...] button.

Subfolder for projects: Enter the name of the folder the data from the electrical projects will be copied into.

Project data

This section lets you manage the electrical project data that will be copied to the PDM base directory.

Formula for folder name: A formula is available to manage the name of the folder containing the generated files.

Each tab has a checkbox allowing you to activate or not the data export. When a box is unchecked the elements are not exported to PDM.

Archive: Check this box to copy an electrical project archive (PROJ.TEWZIP file) to the PDM's base directory. Specify the name of the subdirectory into which the file will be copied.

Drawing: Check this box to export the drawings in DWG or DXF format. Specify the name of the file copy directory and file version. A formula is available to format the file names.

3D: Check this box to export the 3D files from the 3D layout. Specify the name of the file copy directory.

PDF: Check this box to export one or more PDF files, it groups all the drawings in the electrical project or a book. Specify the name of the file copy directory.

Report: Check this box to export report data. Specify the name of the file copy directory. Select the export format of the files (text, Excel or CVS). Check the Export all project reports box to export only the reports in the report management. If this box is not checked, select the reports from the list in the dialog box.

Bill of material: This tab groups specific reports for PDM. Check the reports you want to export. The parameter Run after export allows you to select the application that will open the file containing the result of the bill of material export.