WHAT'S NEW

SOLIDWORKS PDM 2024

/ Visualize
Contents

SOLIDWORKS PDM.................................................................................................3
Assembly Visualization ..................................................................................................................4
Customize Assembly Visualization Properties Dialog Box........................................................5
Downloading Specific Versions of a File in Web2 .........................................................................6
Download Version Dialog Box...................................................................................................6
Download Version Dialog Box - Small Screen Layout..............................................................7
File Type Icons ..............................................................................................................................8
Check Out Option in Change State Command .............................................................................9
Progress Dialog Boxes (2024 SP1)................................................................................................9
Viewing Check-Out Event Details ................................................................................................10
System Variables .........................................................................................................................11
Viewing License Usage ...............................................................................................................12
Data Security Enhancements (2024 SP1)....................................................................................13
SOLIDWORKS PDM Performance Improvements ......................................................................13
Assigning Data Cards to Files and Folders of a Template (2024 SP1)........................................14
Where Used Card Dialog Box.................................................................................................15
Folder Card Variables in Web2 (2024 SP1).................................................................................15
SOLIDWORKS PDM Add-in Enhancements (2024 SP1)............................................................16
Handling Large Design Review (LDR) and Detailing Mode in the SOLIDWORKS PDM
Add-in (2024 SP2)..............................................................................................................17
Displaying the Preview Tab for Search Results (2024 SP2) .......................................................18
Bill of Materials (BOM) View - Flattened Type (2024 SP2)..........................................................19

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Topics:

• Assembly Visualization
• Downloading Specific Versions of a File in Web2
• File Type Icons
• Check Out Option in Change State Command
• Progress Dialog Boxes (2024 SP1)
• Viewing Check-Out Event Details
• System Variables
• Viewing License Usage
• Data Security Enhancements (2024 SP1)
• SOLIDWORKS PDM Performance Improvements
• Assigning Data Cards to Files and Folders of a Template (2024 SP1)
• Folder Card Variables in Web2 (2024 SP1)
• SOLIDWORKS PDM Add-in Enhancements (2024 SP1)
• Displaying the Preview Tab for Search Results (2024 SP2)
• Bill of Materials (BOM) View - Flattened Type (2024 SP2)

SOLIDWORKS® PDM is offered in two versions. SOLIDWORKS PDM Standard is included with
SOLIDWORKS Professional and SOLIDWORKS Premium, and is available as a separately
purchased license for non-SOLIDWORKS users. It offers standard data management capabilities
for a small number of users.
SOLIDWORKS PDM Professional is a full-featured data management solution for a small and
large number of users, and is available as a separately purchased license.

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Assembly Visualization

You can access SOLIDWORKS PDM variables in the SOLIDWORKS Assembly Visualization
tool.
The SOLIDWORKS PDM variables are listed under Properties in the Custom Column
dialog box of the Assembly Visualization tool. You can select variables, for example,
PDM-<Checked Out By> or PDM-Dateunder the SOLIDWORKS PDM section in
Properties and then view them in the Assembly Visualization panel.

To view SOLIDWORKS PDM custom variables in Assembly Visualization:

1. In the SOLIDWORKS PDM Administration tool, right-click SOLIDWORKS > Assembly
Visualization Propertiesand click New List.
2. In the Customize Assembly Visualization Properties - Visualization Properties List
dialog box, create a property list from the available variables.You can create multiple
lists of properties and view them in Assembly Visualization depending on the
permissions.

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Customize Assembly Visualization Properties Dialog Box

You can use this dialog box to specify variables for specific users or groups that they can
view in the SOLIDWORKS Assembly Visualization tool.
To open this dialog box:
1. In the Administration tool, expand SOLIDWORKS.
2. Right-click Assembly Visualization Properties and select New List.

Name
Specifies the name of the new properties list.

Variables

Variable Displays the selected variable.

Name Displays the name of the selected variable.

Add Adds the selected variable.

Delete Deletes the selected variable.

Up and down arrows Moves the selected variables up or down.

Selected Variable

Variable Displays the list of available variables and lets you select a
variable from the list.

Name Displays the name of the selected variable and lets you update
the name.

Users
Lists users and lets you specify users who can select the variables and view the list.

Groups
Lists groups and lets you specify groups whose members can select the variables and
view the list.

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Downloading Specific Versions of a File in Web2

SOLIDWORKS PDM Web2 lets you download a specific version of a file and its references.

You cannot select and download multiple files in a single operation.

The Download Version dialog box lets you select the version and settings for download.
To access this dialog box:
1. In the File list, select a file:
• Large screen layout. Click Download > Download Version.
• Small screen layout. Touch Download and then touch Download Version.

Download Version Dialog Box

You can use the Download Version dialog box to download a specific version of a file and
its references.
To open this dialog box:
• Select a file and click Download > Download Version.

Version
Select the version of the file to download.

Settings
The collapsible option that displays the download settings options for files.

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Download with Downloads the file with its references.

references

Version Latest Downloads the latest version.

Referenced Downloads the referenced versions.

Preserve relative Preserves the paths of references relative to the parent file and
paths creates a folder structure as required.
When cleared, the folder hierarchy is flattened, and all
referenced files are uploaded to the same destination folder as
the parent file.

Include drawing Downloads the drawing files associated with the file selected
to download.

Include simulation Downloads the SOLIDWORKS Simulation results associated

with the selected files.

Files
Lists the file references to download. The file list includes customizable columns such as
State, Version, Size, and Path. Click Show More and specify the columns to display.

Total Files to Download

Displays the total number of files and the count of individual files to download.

Download
Downloads the selected files. When the download is complete, a message appears with
the number of downloaded files on the upper bar. If Web2 cannot download any references,
a warning message appears.

Download Version Dialog Box - Small Screen Layout

You can use the Download Version dialog box to download a specific version of a file and
its references.
To open this dialog box:
1. Select a file and touch Download.
2. Touch Download Version.

Filename and latest Displays the version list and where you can select a version to
version download.

Settings Lets you specify options.

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File Type Icons

You can view the file type icons for weldment cut list items and the files that were shared
using pasted shared overlays.
These icons are available in the dialog boxes for:
• File Details
• File Operations
• Web2

The type icons for cut list items are not available for SOLIDWORKS BOMs.

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Check Out Option in Change State Command

You can check out a file after the change state operation completes.
You can customize the column set of the Do Transition dialog box to include the Check
Out system variable. If you select Change State and Check Out for a file, the file is
checked out after its state changes.

Progress Dialog Boxes (2024 SP1)

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In the SOLIDWORKS PDM File Explorer, the progress dialog box of certain operations
displays more information.
The Change State and Copy Tree progress dialog boxes have two progress bars:
• The first progress bar has the primary steps or actions of the overall operation, such
as Copying Files and Copying Variables.
• The second progress bar has detailed information such as secondary steps, total number
of files, etc.
The Check In and Reading File References progress dialog boxes have a single progress
bar that displays the current action and file names.

Viewing Check-Out Event Details

In SOLIDWORKS PDM File Explorer, you can view details of check-out and undo check-out
events in the History dialog box of a file.
Along with the other details, you can see which user has performed the operation.

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System Variables

System variables are more available and easier to access.

• The following system variables are available in the File List, Quick Search Result,
and Search Result column set types:
• <Last historic state>
• <Last historic workflow>
• <Revision (Latest version)>
• <Revision (Local version)>
• The <Days in State> system variable is available as a default column in File list.
• The SOLIDWORKS PDM task pane add-in has more system variables.
• In SOLIDWORKS PDM File Explorer, the addition of more system variables improves
the user interface of the Version tab.

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Viewing License Usage

You can view license details without any special administrative permissions.
In the Administration tool, the License node has the following subnodes:
• Server List. Lets you edit license servers.

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The administrative permission Can update license keys is renamed as Can update
license server. You need this permission to edit license servers.

• License Usage. Lets you view license details. This helps you to ask users to log out
if they are not using the tool, request more licenses from the administrator, or decide
whether you need to switch to a different license type.

Data Security Enhancements (2024 SP1)

In SOLIDWORKS PDM File Explorer and Web2, unauthorized users cannot view file
information in file view tabs or in file operations and file reference dialog boxes.
The warning message No rights to get latest or attached version displays for the
following:
• File view tabs:
• Contains
• Where Used
• Bill of Materials (Computed BOMs and Named BOMs)
• File operations dialog boxes
• File reference dialog boxes

SOLIDWORKS PDM Performance Improvements

SOLIDWORKS PDM 2024 has improved the performance of file-based operations.
The following operations are approximately two times faster:
• Add files
• Change state

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• Copy tree
The copy tree to compressed archive operation is orders of magnitude faster.

Assigning Data Cards to Files and Folders of a Template (2024 SP1)

In the SOLIDWORKS PDM Administration tool, while creating and editing a template, you
can assign a folder card and multiple file cards to a folder.
In SOLIDWORKS PDM File Explorer, right-click and click New in the right pane. When
the software creates the files and folders structure, the respective data cards are assigned
automatically.

Changes to the file extensions for a card, assigned to a template, outside of the template
configuration are not recognized.

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In the SOLDWORKS Administration tool, under Cards , for each file, folder, and template
card, you can right-click and see where the card is used. For example, click Cards >
Folder Cards > Folder Card > Show Where Used. This option is useful when deleting
a file or a folder data card.

Where Used Card Dialog Box

You can use this dialog box to display where a file, folder, or template card is used.
To open this dialog box:

1. In the Administration tool, expand Cards .

2. Expand a file, folder, or template card menu, for example Folder Card
3. Right-click the card.
You can see a list of all the places where the card is used:

Name Displays the template using the card.

Used In Displays where the card is used.

Folder Card Variables in Web2 (2024 SP1)

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In Web2, you can view data card variables for folders in a folder list. The values for custom
columns for the folders are displayed in the list view of the large screen layout.

SOLIDWORKS PDM Add-in Enhancements (2024 SP1)

• When you save an assembly file as a part file, an internal component (saved as an
external file in the vault), or a mirror component using the Save as command, a data
card for the new file displays generating serial numbers and default values if set in the
card.
• The SOLIDWORKS PDM add-in displays an icon overlay and supports all SOLIDWORKS
PDM operations for components that are open in lightweight mode.
• You can enable the Automatically optimize resolved mode, hide lightweight
mode option even when the SOLIDWORKS PDM add-in is active.

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Handling Large Design Review (LDR) and Detailing Mode in the SOLIDWORKS PDM
Add-in (2024 SP2)

For assemblies opened in Large Design Review (LDR) mode and for drawings opened
in Detailing mode, you can view the SOLIDWORKS files structure in the SOLIDWORKS
PDM Task Pane (along with icons) similar to the FeatureManager design tree.
Because the display of both the FeatureManager design tree and the Task Pane tree are
identical, you can work on the product structure with more clarity and ease.

For the Detailing mode, the PDM Task Pane tree displays child components only to the
first level similar to the FeatureManager design tree.

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For the Large Design Review (LDR) mode, you can perform SOLIDWORKS PDM
operations such as Check in and Check out on the components from both the
FeatureManager design tree and the Task Pane assembly tree.

Displaying the Preview Tab for Search Results (2024 SP2)

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In the SOLIDWORKS PDM File Explorer, you can display the Preview tab for an item in
the search result (Quick, Integrated, and Standalone search) at the bottom or to the right
side of the window using the existing Preview Placement option.

Bill of Materials (BOM) View - Flattened Type (2024 SP2)

In the SOLIDWORKS PDM File Explorer, in the BOM view of the Bill of Materials tab,
you can use the new type Flattened to view the total number of quantities required
of a component present in the product structure.
This option saves time and effort in calculating the total number of quantities of the
components.
The Flattened BOM view displays:
• The product structure as a list of components without indentation.
• The component only once if it is present at multiple levels of the product structure.
• The quantity of the component by adding the quantities at each level.
The Flattened type is available when viewing the computed BOMs in the desktop client
and in Web2.

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