Configuring the Link to PDM

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.

1. Click Tools > Link to PDM configuration
2. In the Link to PDM configuration, specify the following options:

   PDM integration type

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

   Option	Description
   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. For more information, see 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

   Option	Description
   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.

   Option	Description
   Formula for folder name	A formula is available to manage the name of the folder containing the generated files. For more information, see About Formulas
   Archive	Select this option 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	Select this option 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	Select this option to export the 3D files from the 3D layout. Specify the name of the file copy directory.
   PDF	Select this option 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	Select this option 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. Select the reports that 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.