Integration with Other Applications > Windchill Workgroup Manager Documentation > SolidWorks > PDM Actions for SolidWorks
  
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
Windchill > New CAD Document
Windchill > New > CAD Document
Open from Windchill
Windchill > Open from Windchill
Not applicable
Save to Workspace
Windchill > Save to Workspace
Not applicable
Check In
• Windchill > Auto Check In
• Windchill > Custom Check In
• Right Mouse Button
File > Check In
Save Modified Instance
Windchill > Save Modified Instance
Not applicable
Check Out
• Windchill > Check Out
• Right Mouse Button
File > Check Out
Undo Check Out
• Windchill > Undo Check Out
• Right Mouse Button
File > Undo Check Out
Revise and Check Out
Windchill > Revise and Check Out
Not applicable
Update
• Windchill > Update Active Model
• Windchill > Update All Models
• Right Mouse Button
File > Update
Save Viewable with Models
Windchill > Save Viewable with Models
Not applicable
Lock
Right Mouse Button
File > Lock
Unlock
Not applicable
File > Unlock
Rename
Right Mouse Button
File > Rename
Upload
Right Mouse Button
File > Upload