We just upgraded SOLIDWORKS and I plan on using the PDM file version upgrade tool to upgrade our files.  What is the best practice when doing this, meaning which settings do most people use?


- Create a new version

- Overwrite existing version

- Update references

- Update shared librael parts only and have users manually update other files as needed

Categories: Data Management, SOLIDWORKS PDM∕Enterprise PDM

Last comment By: Francisco Guzman   Tue, 01 Jan 2019 05:15:46 GMT
Re: Best practice for using PDM file version upgrade tool?

My best suggestion is to only run it or run it first on files that users don't have edit rights.. aka the 'Approved' or 'Released' state. As users are normally working on files, they will naturally upgrade them during their normal day to day operations.


I always prefer creating a new version so you have an old version you can revert back to in an older piece of software if needed.

By: Nadia Shea  Thu, 06 Dec 2018 22:19:02 GMT
Re: Best practice for using PDM file version upgrade tool?

Hi Chris, we have a document in our knowledge base for recommendations to on using the file version upgrade tool. Feel free to use our knowledge base whenever you like:

GoEngineer - Knowledge Base

By: Francisco Guzman  Tue, 01 Jan 2019 05:15:46 GMT
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