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.
 |
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.
|
|
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
|
> New CAD Document  |
> > CAD Document  |
|
Open from Windchill
|
> Open from Windchill  |
Not applicable
|
|
Save to Workspace
|
> Save to Workspace  |
Not applicable
|
|
Check In
|
• > Auto Check In  • > Custom Check In  • Right Mouse Button |
>
|
|
Save Modified Instance
|
>
|
Not applicable
|
|
Check Out
|
• > Check Out  • Right Mouse Button |
>
|
|
Undo Check Out
|
• > Undo Check Out  • Right Mouse Button |
>
|
|
Revise and Check Out
|
> Revise and Check Out  |
Not applicable
|
|
Update
|
• > Update Active Model  • > Update All Models  • Right Mouse Button |
>
|
|
Save Viewable with Models
|
> Save Viewable with Models  |
Not applicable
|
|
Lock
|
No Access
|
> Lock  |
|
Unlock
|
No Access
|
> Unlock  |
|
Rename
|
No Access
|
>
|
|
Upload
|
No Access
|
>
|