Saving Multiple SOLIDWORKS Files to the 3DEXPERIENCE Platform

You can upload and save multiple folders containing SOLIDWORKS files to a collaborative space using the Batch Save to 3DEXPERIENCE add-in.

1. In SOLIDWORKS, click Tools > Batch Save to 3DEXPERIENCE.
2. Before running the Batch Save add-in, click File Preparation Assistant to evaluate the files for issues that might prevent you from saving them.

   The File Preparation Assistant opens in a separate dialog box. You can specify options to detect duplicate files, filename issues, missing file references, and review custom property values. You can also create a backup of the files before uploading them to the 3DEXPERIENCE platform. See File Preparation Dialog Box.

   In the File Preparation Assistant dialog box, click Close to resume batch save operations.

3. In the Batch Save to 3DEXPERIENCE dialog box, click Add Folder.
4. In the Select Folder dialog box, navigate to a folder and click Select Folder.
5. Populate the list of folders that you want to upload by doing the following:
   1. In the Select Folder dialog box, navigate to the top-level root folder containing the files you want to save.
   2. Click Select Folder.
6. In the Batch Save to 3DEXPERIENCE dialog box, do the following:
   1. Click Move Up or Move Down to change the order of the folders.
      Depending on the order of the folders in the list, it is prioritized during the save process.
   2. Under the Destination column, select a collaborative space.
      If there are multiple organizations belonging to a common collaborative space, the name of the organization is displayed along with the collaborative space.
   3. The Bookmark column displays the object name that is selected as a bookmark. When you right-click, the Reset option removes the bookmarked object.
   4. Click the Bookmark icon to add the bookmark using the Bookmark Editor.
      The same folder structure is retrieved on the 3DEXPERIENCE platform. The mapping is done based on the folder name or bookmark title.
   5. To remove a folder from the list, in the corresponding row, click X.
   6. To ensure that you are gathering all documents related to the model, under Options, click Include referenced files located outside of the selected folder(s).
      The Include referenced files located outside the selected folder option includes all the referenced files that are placed outside the selected folder for the save process. Also, these files are added in the selected bookmark if Assign Bookmark to referenced data located outside selected folder option is selected.

      The Assign Bookmark to referenced data located outside selected folder option is enabled only when Include referenced files located outside the selected folder is selected.
   7. To view a report of the batch results, click View Report.
   8. Click Save to run the Batch Save add-in.
   The Save command here follows an asynchronous approach toward saving the data. This allows you to continue using SOLIDWORKS; open and view data from the 3DEXPERIENCE platform, create new files; while the save process is in progress. You can minimize the dialog box while the save is in progress. When the save process is completed, a message appears at the bottom-right of the screen.

   You can work only on those files that are not in the scope of the on-going save operation.

   The folders are saved with a bottom to top approach and the data is not duplicated until the local cache is cleared. The data created in the 3DEXPERIENCE platform is in In-work maturity state.