File creation is straightforward.
In SolidWorks PDM standard.
So let's look at how we can save files
into our PDM vault
and create drawings from SolidWorks parts
using the PDM.
Add in for SolidWorks.
So we have this component open
inside of SolidWorks.
We have some metadata
associated with this,
and we want to save this
into our PDM vault.
On the right hand side,
the PDM tab is a task pane.
Gives us feedback about the file
that we've got open.
And we can see that this file is currently
stored outside of the PDF file vault.
We'll go ahead and save this into PDM.
Now how we do this is by browsing
to our local vault view.
We can log in, enter
our username and password.
And it will then give us certain access
rights as to what we can and can't do
within SolidWorks, PDM and also what files
or folders we can and can't see.
We can go ahead
now and browse into PDM, select the folder
where we want to store this file,
and go ahead
and save this file into the PDM system.
Once we do that,
it will present us with the file card
which contains metadata
associated with this component.
And these file cards can be customized
to show
whatever information you want or need
when you're storing data.
In SolidWorks, PDM.
All the information stored on the file
cards
can be searched for inside of PDM.
So we'll go ahead and select okay to that.
And now create
a drawing from this component.
We'll select the template we want to use.
And we can then drag and drop some views
onto this drawing file.
And once we're happy with that
we'll go ahead and save this into PDM.
Once we hit save,
it will save by default the file
into the same location
as the part file with the same name,
and it will also populate
the drawing file card
with the same information from the parts
file card.
So we're not having to input
the same information and waste time
adding metadata to the drawing file
when it's already stored on the part file.
We can select okay on this now,
and if we want to go ahead
and change the metadata
associated with this component.
So rather than using the property builder
or to go through the properties inside
SolidWorks, we can actually do this easily
from within the SolidWorks task pane via
the PDM add in and click Show Properties,
which will present us with the data card.
We can then
use a centralized list
to read from for the finish,
so we don't have various variations
of the finish being input.
That gives us consistency over
what we use,
the finish and description
and things like that.
We will give this an anodized
finish, select okay on it,
and then when we come back
to the drawing file and save it,
the drawing file will update with
the same metadata as on the part file.
We also have this revision block
that is capturing and cascading revisions.
And this is controlled within the PDM
workflow.
So very easily we can control the metadata
on a drawing file.
And we're not duplicating information.
It's refreshing with each update.
So we don't have to update metadata
in multiple locations.
Once we're happy with these changes
that we've made,
we can then check these files into PDM.
And on checking we can add a comment
and make these comments mandatory,
which builds up our audit trail.
We'll add a comment in here
that we've added a new file,
and if we're still working on them,
we can keep them checked out
and maintain our access rights.
Otherwise, when we check the file
in, the file
will then enter an electronic workflow.
It will then change the status of the file
to read
only because we don't have the files
checked out to work on,
and we get the feedback
within the SolidWorks task pane as well.
So we can see the state the file is in
and whether the file has a revision.
So if somebody comes along
and wants to work on this,
they can only open it as read.
Only then they can see
who is working on the file.
As the file is
checked out under their name.