3DEXPERIENCE Integration Options

Data Management System

The default data management system in SOLIDWORKS Connected is the 3DEXPERIENCE platform, but you can choose another system, such as the SOLIDWORKS PDM add-in.

For dedicated PDM users, it is advisable to switch the Data Management option to SOLIDWORKS PDM or other separately installed data management. This action deactivates 3DEXPERIENCE integrations, which may cause conflicts or distractions for SOLIDWORKS PDM users.

To use a different management system:
  • Select SOLIDWORKS PDM or any other separately installed data management system.
Selecting another system removes 3DEXPERIENCE platform elements from the interface:
  • MySession does not appear in the 3DEXPERIENCE Task Pane.
  • Lifecycle and Collaboration tools are not available in the CommandManager and menus.
  • Open and Save operations cannot access the 3DEXPERIENCE platform.
  • The 3DEXPERIENCE Files on This PC tab does not appear.

You can install SOLIDWORKS PDM separately, following the guidelines outlined in the SOLIDWORKS® PDM and SOLIDWORKS Manage Installation Guide. If already installed, users can activate it through the Add-Ins dialog box from Tools > Add-Ins, whether or not they choose to modify the Data Management option.

Sharing files with 3DDrive and 3DEXPERIENCE Marketplace is accessible regardless of the data management system.

3DEXPERIENCE Integration

You can specify an option for integrating SOLIDWORKS with the 3DEXPERIENCE platform for enhanced compatibility and collaboration.

To specify this option, click Tools > Options > 3DEXPERIENCE Integration.

When this option is enabled, SOLIDWORKS documents are updated for compatibility with the 3DEXPERIENCE platform when you open them.

You cannot revert these changes by clearing this option.

Close all documents before you can select the option.

This option applies to files that are not saved to the 3DEXPERIENCE platform.

Use the 3DEXPERIENCE Integration Rules Editor to specify which parts and assemblies are updated to physical products and representations.

Update SOLIDWORKS files for compatibility with the 3DEXPERIENCE platform Updates SOLIDWORKS custom properties and configuration behavior to align with the 3DEXPERIENCE platform.

In the ConfigurationManager: CAD Family tab, assemblies and parts appear as CAD family objects. Configurations appear as physical products and representations .

The Configuration Properties and Properties Summary tabs in the Properties dialog box manage custom and configuration-specific properties.

For SOLIDWORKS models that have multiple display states, the active display state is assigned to the physical product. When you insert a component into an assembly, the component uses the display state assigned to the physical product.

3D Interconnect references for assemblies are dissolved and corresponding SOLIDWORKS assembly and part files are created for each component reference. The SOLIDWORKS part files contain the 3D Interconnect feature link to the neutral CAD part file.

When this option is cleared, you can manually update an assembly or part. To update a model, right-click the top item in the FeatureManager design tree, and click Update for 3DEXPERIENCE Compatibility. After you update, the command is no longer available for that model.
Allow a single physical product in new parts and assemblies Uses representations to show different configurations of a model.

Select this option if you do not use unique part numbers for your configurations.

Available when you select Update SOLIDWORKS files for compatibility with the 3DEXPERIENCE platform.
Allow multiple physical products in new parts and assemblies Uses physical products to show different configurations of a model.

Select this option if you use unique part numbers for your configurations.

Available when you select Update SOLIDWORKS files for compatibility with the 3DEXPERIENCE platform.
3DEXPERIENCE Integration Rules Editor Opens the 3DEXPERIENCE Integration Rules Editor.
3DEXPERIENCE Integration Rules Folder Specifies the folder location for the integration rules.