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Your Source for Engineering Design Solutions
File ManagementSolidWorks
Your Source for Engineering Design Solutions
File Management
File Structure & Relationships
Opening Files & References
Saving Files and Backup
Moving/Copying/Renaming do’s and don’t
Your Source for Engineering Design Solutions
File Types
Part .SLDPRT
Assembly .SLDASM
Drawing .SLDRW
Your Source for Engineering Design Solutions
Part Files
Part
Sketch Geometry
Dimensions
Configuration
Definitions
Material Properties
Your Source for Engineering Design Solutions
Assembly Files
Assembly
List of Referenced Files (Components)
Mate Definitions
Configuration Definition
Exploded View Paths
Your Source for Engineering Design Solutions
Drawing Files
Drawing
List of Referenced
Files
View Placement
Notes
Sheet Scale
Template information
Your Source for Engineering Design Solutions
File Types
Part
Sketch Geometry
Dimensions
Configuration
Definitions
Material Properties
Assembly
List of Referenced
Files (Components)
Mate Definitions
Configuration Definition
Exploded View Paths
Drawing
List of Referenced
Files
View Placement
Notes
Sheet Scale
Template information
Your Source for Engineering Design Solutions
References
Your Source for Engineering Design Solutions
Associativity
Your Source for Engineering Design Solutions
Find References
File → Find References
Shows all the reference paths the assembly has
Your Source for Engineering Design Solutions
List External References
Right Click Part → List External
References
Shows all references to external files
needed to generate geometry
Your Source for Engineering Design Solutions
File Structure
Header
Instruction Set
Graphical Database
Your Source for Engineering Design Solutions
File Structure - Header
Header
Name
Type
Size
Format
Reference Pointers
Properties
Header
Instruction Set
Graphical Database
Your Source for Engineering Design Solutions
File Properties
Basic Windows info
Author
Search Keywords (tags)
Date Created
Your Source for Engineering Design Solutions
File Properties
SolidWorks Specific
Part Number
Project
Company Name
Mass
User Defined
Your Source for Engineering Design Solutions
File Properties
Uses
Title Block
Bill of Materials
Notes
File Searching
Your Source for Engineering Design Solutions
File Structure- Instruction Set
Feature Instruction Set
Building Instructions
Mates (Assembly)
Assembly Sketches
Parametric
Information (Parts)
Feature Tree (Parts)
Header
Instruction Set
Graphical Database
Your Source for Engineering Design Solutions
File Structure - Database
Graphical Database
Topology
Faces
Edges
Header
Instruction Set
Graphical Database
Your Source for Engineering Design Solutions
Reduce File Size for Use
Your Source for Engineering Design Solutions
15%
Reduction
Your Source for Engineering Design Solutions
Reduce File Size for Use
178 KB 947 KB81%
Reduction
Your Source for Engineering Design Solutions
Reduce File Size for Storage
Suppress Top Level Feature
Reduces Graphical Database and Active Instruction Set
Encase Entire Part in Block
Reduces Graphical Database
Cons
No Preview
Blank Parts in Referencing Documents
Potentially long First Build
Your Source for Engineering Design Solutions
Reduce File Size for Storage
95 428KB
Your Source for Engineering Design Solutions
Removes Feature Instructions
Removes Graphical Data
Cons
Long Rebuild
Manual Selection if configured
No Preview
Unusable in referencing documents
Reduce File Size for Storage –Suppress Top Level
~30,000KB
68%
Reduction
Your Source for Engineering Design Solutions
Removes Graphical Data
Cons
No Preview
Unusable in referencing documents
Reduce File Size for Storage –Encase in Block
~85,000KB
9%
Reduction
Your Source for Engineering Design Solutions
Reduce File Size for Storage-Summary
Suppress Top Level Feature (68%)
Reduces Graphical Database and Active Instruction Set
Encase Entire Part in Block (8%)
Reduces Graphical Database
Cons
No Preview
Blank Parts in Referencing Documents
Potentially long First Build
Your Source for Engineering Design Solutions
File Structure
Header
Reference Pointers
Format
Name
Type
Size
Properties
Feature Instruction Set
Building Instructions
Mates (Assembly)
Assembly Sketches
Parametric
Information (Parts)
Feature Tree (Parts)
Graphical Database
Topology
Faces
Edges
Header
Instruction Set
Graphical Database
Your Source for Engineering Design Solutions
File Types
Part
Sketch Geometry
Dimensions
Configuration
Definitions
Material Properties
Assembly
List of Referenced
Files (Components)
Mate Definitions
Configuration Definition
Exploded View Paths
Drawing
List of Referenced
Files
View Placement
Notes
Sheet Scale
Template information
Your Source for Engineering Design Solutions
References
Your Source for Engineering Design Solutions
File Management
File Structure & Relationships
Opening Files & References
Saving Files and Backup
Moving/Copying/Renaming do’s and don’t
Your Source for Engineering Design Solutions
What happens when you open files
Convert data from fixed drive to RAM
All referenced documents are opened in ram
Your Source for Engineering Design Solutions
Reload
Your Source for Engineering Design Solutions
Opening Modes
Resolved
Quick View
Light Weight
Read Only
SolidWorks Read Only
Windows Read Only
Your Source for Engineering Design Solutions
Resolved
Default
No limitations
Your Source for Engineering Design Solutions
Quick View – Part File
View Only
Feature Instruction Set not loaded
No Feature Tree
No new Features
Your Source for Engineering Design Solutions
View Only
Referenced Part File not loaded
Limited Functionality
No Feature Tree
No View Palette
No New Commands
Quick View – Drawing File
Your Source for Engineering Design Solutions
Light Weight
Loads Geometry /Graphics
Add mates
Section
Interference Detection
Explode
Your Source for Engineering Design Solutions
Light Weight
Loads Geometry /Graphics
Right Click → Set to Resolve
Your Source for Engineering Design Solutions
SolidWorks Read Only
Activated in Open Window
Read Only Indicator
Warning Message for Changes
Can Save Original File
Your Source for Engineering Design Solutions
Windows Read Only
Read only set in Windows Properties
Warned on Open
Warned on Edits
Can only save to new file
Your Source for Engineering Design Solutions
Change References on Open
Your Source for Engineering Design Solutions
Search Path when opening files
Reference Pointer Location
Ram
Uniquely name your parts
Reference Folder (set in System Options)
Path used by assembly/drawing
Path last used to open file
Path last saved (Original Drive)
Path last saved (any drive)
User Prompt
Your Source for Engineering Design Solutions
File Management
File Structure & Relationships
File Opening Files & References
Saving Files and Backup
Moving/Copying/Renaming do’s and don’t
Your Source for Engineering Design Solutions
Saving
Your Source for Engineering Design Solutions
Saving Types
Your Source for Engineering Design Solutions
Save As - References
Your Source for Engineering Design Solutions
Save As Copy and Continue
Your Source for Engineering Design Solutions
Save As Copy and Open
Your Source for Engineering Design Solutions
Back Up
System Options → Backup/Recover
Created Every Save
Up to 10 Versions of each file
Set Storage Location
Automatically Delete
Your Source for Engineering Design Solutions
Backup
Your Source for Engineering Design Solutions
File Management
File Structure & Relationships
File Opening Files & References
File Saving Files and Backup
Moving/Copying/Renaming do’s and don’t
Your Source for Engineering Design Solutions
Moving Files
Don’t
Drag around in windows explorer
References will not update
Your Source for Engineering Design Solutions
Moving Files – Don’t
Don’t
Drag around in windows explorer
References will not update
Solve by setting reference search path
Manually browsing for the file
Do
Use SolidWorks File Explorer
SolidWorks PDM
Your Source for Engineering Design Solutions
Moving Files
Don’t
Drag around in windows explorer
References will not update
Solve by setting reference search path
Manually browsing for the file
Do
Use SolidWorks File Explorer
SolidWorks PDM
Your Source for Engineering Design Solutions
Moving Files
Don’t
Drag around in windows explorer
References will not update
Solve by setting reference search path
Manually browsing for the file
Do
Use SolidWorks File Explorer
SolidWorks PDM
Your Source for Engineering Design Solutions
Copying Files
Don’t
Copy Paste
Reference Paths will not update
Potential Reference Confusion
Multiple Files with same name
Do
Pack and Go
Copies all referenced files
Folder or Zip
Add Suffix or Prefix
Save As
Control what references you want to update
Open Files Only
Add Suffix or Prefix
All References
Your Source for Engineering Design Solutions
Copying Files
Don’t
Copy Paste
Reference Paths will not update
Potential Reference Confusion
Multiple Files with same name
Do
Pack and Go
Copies all referenced files
Folder or Zip
Add Suffix or Prefix
Save As
Control what references you want to update
Open Files Only
Add Suffix or Prefix
All References
Your Source for Engineering Design Solutions
Renaming Files
Don’t
Windows Explorer rename
Will not update references
Your Source for Engineering Design Solutions
Renaming Files
Don’t
Windows Explorer rename
Do
SolidWorks Feature Tree
Updates Open References
Or Update All References
SolidWorks Explorer
Updates all References
Your Source for Engineering Design Solutions
Renaming Files
Don’t
Windows Explorer rename
Solve by manually locating file
Replacing Reference on Open
Do
SolidWorks Feature Tree
Updates Open References
Or Update All References
Your Source for Engineering Design Solutions
Renaming Files
Don’t
Windows Explorer rename
Do
Solidworks Explorer
Updates all References
SolidWorks Feature Tree
Your Source for Engineering Design Solutions
Renaming Files
Don’t
Windows Explorer rename
Solve by manually locating file
Replacing Reference on Open
Do
SolidWorks Feature Tree
Updates Open References
Or Update All References
SolidWorks Explorer
Updates all References
Your Source for Engineering Design Solutions
Renaming Files
Don’t
Windows Explorer rename
Do
SolidWorks Feature Tree
Updates Open References
Or Update All References
SolidWorks Explorer
Updates all References
Your Source for Engineering Design Solutions
Your Source for Engineering Design Solutions
File Management
File Structure & Relationships
File Opening Files & References
File Saving Files and Backup
Moving/Copying/Renaming do’s and don’t
Your Source for Engineering Design Solutions
Professional
PDM Standard
➢ Designed for less than 5 users
➢ Ability to set up a workflow
➢ Add-in within SOLIDWORKS
➢ Control both SOLIDWORKS files and
other types of files
➢ Runs on SQL Express
File Management for Small Groups
Your Source for Engineering Design Solutions
SOLIDWORKS Explorer
SOLIDWORKS Explorer end of life 2019 SP5
“SOLIDWORKS File Utilities” replaces
common functions in 2020 and onward
Your Source for Engineering Design Solutions
SOLIDWORKS File Utilities
Windows Shell Integration
Enables: Pack and Go, Rename, Replace, and Move
Your Source for Engineering Design Solutions
SOLIDWORKS File Utilities Setup
Installation Checkbox
(on by default)
Specify File Locations & Drives to
check Where Used / References
Your Source for Engineering Design Solutions
Thanks for Coming!File Management
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