How does SOLIDWORKS PDM Work?

SOLIDWORKS Product Data Management (PDM) Solution helps you better manage your data and substantially improve the way your teams collaborate on product development. Today, we’re digging into how SOLIDWORKS PDM works.

Let's Start with the Platform

When it comes to PDM, there are three important components: the SQL Server, the Archive Server, and your local machine. The SQL Server has all your meta data, like your custom properties, part numbers, document numbers, approval signatures, etc. Your Archive Server has all your physical files.

Your SQL Server works in tandem wit your Archive Server to give you the right file with the right information at the right time.

So what does that look like? When you open your computer and log into your vault, you’re automatically connected to the joint forces of your servers. By the way, PDM rightfully uses the nomenclature of the “vault” because access is only granted to those with the right credentials.

The best part is, with SOLIDWORKS PDM, you don’t have to learn a new software. PDM is directly integrated into file explorer…think of it as the world’s most secure network drive. In layman’s terms? Your purchasing people will be opening the same folders that they always have.

End Users

PDM end-users consist of PDM Administrators or PDM Users.

Your PDM Administrator will actually set up and configure the servers and local machines. He/she will also set parameters for use and clearly define the permissions to when and where a user can see and work with a certain file.

PDM goes beyond design – earlier I mentioned purchasing people, and it’s because I want you to remember that PDM manages all of your company’s data. Therefore, your PDM User could be a member of your administration, operations, sales, and or…you guessed it… purchasing. Everyone can benefit from this solution.

PDM in Action

You log into your vault via SOLIDWORKS or file explorer. When you’ve located your desired file (if you have permission) you check the file out. If someone else tries to access this file in the interim, they will see it has been checked out and by who. Once your edits/ work is complete, you simply check it back in.

But what if you hadn’t checked it in and someone else urgently needed it? What if you forgot to check it in and then happened to go on a week’s long vacation? No worries! This is where different user levels come into play. A PDM Admin can actually release this file to avoid a project delay.

If You Don't Know, Now You Know!

Investing in a data management enterprise solution is no joke, and you should make sure you have a clear understanding of what goes into that tool and what impact it can have on your business. Hopefully you now understand how SOLIDWORKS PDM works and you’re one step closer to further evaluating it. Just remember, you don’t have to do it alone. We have best in class Sales & Technical people on standby to answer any questions and walk you through any demos.

As always, DesignPoint is invested in your success, so not only do we sell SOLIDWORKS PDM, but we can also advise you on your setup, customization, installation, and implementation.

Thanks for following along!

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