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PDM Actions for SOLIDWORKS
PDM (Product Data Management) actions are used to manage your CAD data in Windchill. These actions are available from SOLIDWORKS and the Windchill HTML user interface.
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To connect to the Windchill Workgroup Manager from SOLIDWORKS, you must do the following:
• Register the SOLIDWORKS application
• Register and connect to the Windchill server.
When SOLIDWORKS is connected to Windchill Workgroup Manager, some PDM actions become active in SOLIDWORKS, such as Check In and Check Out.
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PDM actions available in the SOLIDWORKS application are available in the PTC Windchill ribbon menu. The following table lists the various PDM actions and their access paths.
PDM Actions
Access from SOLIDWORKS
Access from Windchill Workgroup Manager Client
New CAD Document
PTC Windchill > New CAD Document
Windchill > New > CAD Document
Open from Windchill
PTC Windchill > Open from Windchill
Not applicable
Save to Workspace
PTC Windchill > Save to Workspace
Not applicable
Check In
• PTC Windchill > Auto Check In
• PTC Windchill > Custom Check In
• Right Mouse Button
File > Check In
Save Modified Instance
PTC Windchill > Save Modified Instance
Not applicable
Check Out
• PTC Windchill > Check Out
• Right Mouse Button
File > Check Out
Undo Check Out
• PTC Windchill > Undo Check Out
• Right Mouse Button
File > Undo Check Out
Revise and Check Out
PTC Windchill > Revise and Check Out
Not applicable
Update
• PTC Windchill > Update Active Model
• PTC Windchill > Update All Models
• Right Mouse Button
File > Update
Save Viewable with Models
PTC Windchill > Save Viewable with Models
Not applicable
Lock
No Access
File > Lock
Unlock
No Access
File > Unlock
Rename
No Access
File > Rename
Upload
No Access
File > Upload