3DEXPERIENCE World 2026: Big Ideas, Real Innovation, and a Community That Inspires

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3DEXPERIENCE World 2026: Big Ideas, Real Innovation, and a Community That Inspires

This year’s 3DEXPERIENCE World 2026 in Houston brought together the global SOLIDWORKS community. Designers, engineers, students, educators, makers, and executives from all over the world gathered for three days of inspiration, learning, and connection. From powerful keynotes to cutting-edge tech announcements, here’s a highlight reel you’ll want to read.

Day One: Vision, AI, and the Future of Engineering

Day One kicked off with a high-energy General Session that set the tone for the entire event: innovation powered by people and amplified by the right tools. Thousands of attendees gathered to hear leadership from the industry share bold perspectives on where product development is heading.

A major theme throughout the day was artificial intelligence (AI). SOLIDWORKS leadership made it clear that AI isn’t a gimmick, it’s already reshaping workflows and helping teams accelerate insight, design, and validation. We saw a live demo of new AI assistants: Aura, Leo, and Marie. Three virtual companions that work together to streamline everything from knowledge context and engineering reasoning to scientific rigor.

  • Aura orchestrates requirements, projects, and changes.

  • Leo brings engineering reasoning to life (mechanics, motion, simulation), think Leonardo da Vinci.

  • Marie applies scientific and regulatory insight, think Marie Curie.

These assistants are designed as companions, not autopilots. They’re tools that let engineers stay in control and design with confidence rather than guesswork.

3DXWorld 2026 - Day 1

Later, attendees heard from Pascal Daloz and Gian Paolo Bassi on how a combination of human creativity and connected technology fuels progress faster than ever. One standout message? “Success shouldn’t be judged by speed alone, but by time to value”, meaning design outcomes that are reliable, meaningful, and innovative.

Day One wrapped with a keynote from futurist Pablos Holman, reminding us that the real power of technology lies in solving real world problems, from healthcare to space exploration. His message was forward-looking, inspiring, and grounded in practical impact.

Day Two: Engineering Partnerships and AI in Action

Day Two turned the spotlight to how industry partnerships and technology collaboration are reshaping the way we work. The session opened with Dassault Systèmes CEO Pascal Daloz discussing how a strong engineering community combined with strategic technology partnerships creates innovation that scales.

We heard from Jensen Huang, Founder and CEO of NVIDIA, about the long-standing collaboration between NVIDIA and Dassault Systèmes. Their work emphasizes science-driven AI and virtual twins, paired with high-performance computing to give engineers tools that can handle truly complex systems in simulation and design at scale.

3DXWorld 2026 - Day 2

SOLIDWORKS CEO Manish Kumar also joined the stage to outline how AI is being embedded into real design workflows, not as a theory, but as a practical productivity boost. This includes contextual AI tools that help reduce repetitive tasks, free up time for innovation, and bring deeper insight into design decisions.

One of the most exciting themes of Day Two was this: “AI isn’t here to replace engineers; it exists to empower them.” By putting smart tools into your hands, you get faster iteration cycles, fewer errors, and a stronger connection between your design intent and your final product.

Day Three: Community Celebration and the Next Generation

The final day of 3DEXPERIENCE World 2026 was all about community, the people who make this ecosystem special. Whether you’re a seasoned pro, an educator, a student, or a maker, this day celebrated the connections that make innovation possible.

Suchit Jain, VP of Strategy and Business Development, kicked things off by highlighting how collaboration across industry, education, and local innovation hubs builds the workforce of tomorrow. There were strong messages about supporting emerging talent, integrating real-world problem solving into education, and making sure SOLIDWORKS continues to be accessible to innovators of all backgrounds.

3DXWorld 2026 - Day 3

Day Three also spotlighted how regional and global communities are using SOLIDWORKS tools to solve real problems, whether that’s in manufacturing, healthcare, education, or startup growth. It was a reminder that technology only reaches its potential when it’s put to work by passionate people.

The final sessions included inspiring competition recaps, community-driven breakout sessions, and previews of what’s coming next, including early looks at SOLIDWORKS 2027 features that continue the theme of smarter workflows and tighter collaboration between design, simulation, and data.

What This Means for You

Across all three days of 3DEXPERIENCE World 2026, a few themes stood out loud and clear:

  1. Innovation grows when humans and tools work together.
    AI companions are here, but they’re companions. They help you work smarter, not replace your expertise. AND the best part, they come with SOLIDWORKS with Cloud Services.

  2. Connected ecosystems :  partnerships + community to accelerate progress.
    Whether it’s NVIDIA, startups, educators, or global manufacturers, connection drives insight at scale.

  3. The next generation of designers is in focus.
    Programs, hubs, and community efforts are investing in future creators, ensuring SOLIDWORKS tools remain integral to how engineering gets done in the years ahead.

3DEXPERIENCE World 2026 wasn’t just a conference, it was a reminder of why we design, why we connect, and why we build communities around shared purpose, problem solving, and progress.

We’re already looking forward to 3DEXPERIENCE World 2027!

3DX World 2027 - Save the date

If you want to know more about how SOLIDWORKS users can begin to leverage AI in 2026, call us, or visit at 2650 Avenue Marie-Curie, QC.


Michael Habrich

3DEXPERIENCE Specialist

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Any questions? Need help? Ask one of our experts.

Whether you’re ready to get started or just have a few more questions, you can contact us toll-free:

    Updated Instructions for Adding the Thumbnail Column in the 3DEXPERIENCE Platform

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    Updated Instructions for Adding the Thumbnail Column in the 3DEXPERIENCE Platform

    If you use the Bookmark Editor inside the 3DEXPERIENCE platform, the Thumbnail column can be a great way to quickly recognize your content without digging through details. With the July 2025 update, the way you add this column (and a few others) has changed a little. No worries, we will walk you through it.

    Bookmark Editor

    Creating a Custom View

    To add the Thumbnail column, you’ll now need to work with a custom column view instead of the default one.

    • Right-click any column header in Bookmark Editor.
    • Select Table Preferences.

    Table Preferences in the 3DEXPERIENCE platform

    You’ll see a dropdown at the top. Most users will currently be using Default.

    • Click the + icon to create your own view.
      • The platform will call it Copy of Default view by default.

    Edit Preferences

    • Rename it to something meaningful, maybe “My Thumbnail View”,and click the checkmark to confirm.

    Adding the Thumbnail Column

    You’ll now see two panels: Available Columns and Selected Columns.

    • Use the search bar or browse the list to find Thumbnail.
    • The Thumbnail column is located under Common Attributes.
    • Select it, then click the right-arrow to add it to your selected list.

    Adding the Thumbnail Column

    Adding the Thumbnail Column in the 3DEXPERIENCE platform

    Once it’s added:

    • Drag and drop the column to adjust its position, or
    • Use the up/down arrows to move it into place.

    If you’d like it to stay visible while scrolling, use Pin Left.

    Click Save when you’re done.

    Switching Between Views

    If you create more than one custom layout (or want to go back to the original):

    • Right-click any column header
    • Go to Table Views
    • Choose the view you’d like to use

    Switching Between Views

    Done! Your Bookmark Editor now includes visual thumbnails, making it easier to browse, recognize, and manage your data at a glance.

    Your Bookmark Editor now includes visual thumbnails

    Want More 3DEXPERIENCE  Platform Tips?

    We love helping teams get the most out of their tools.
    If you’d like to go a bit further:

    • Explore more tutorials on our YouTube channel;
    • Join a training;
    • Or reach out! We are always happy to share best practices and workflows.

    Your platform should feel like it’s working for you. And we’re here to make sure it does!


    Michael Habrich

    3DEXPERIENCE Specialist

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    Any questions? Need help? Ask one of our experts.

    Whether you’re ready to get started or just have a few more questions, you can contact us toll-free:

      Creating Custom Attributes in 3DEXPERIENCE

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      Creating Custom Attributes in 3DEXPERIENCE

      Sometimes the standard attributes in 3DEXPERIENCE just aren’t enough. Maybe you need a custom field to track a project code, client name, or any other detail that’s specific to your workflow. The good news? You can create your own attributes in just a few steps — and we’ll show you how.

      Before You Start

      To build custom attributes, you’ll need:

      • Administrative privileges on your platform

      • The Platform Manager role assigned to your profile

      Platform Manager

      Once that’s in place, you’re ready to go.

      Step 1: Open Attributes Management

      1. Select the Platform Management role.

      2. Head into the Collaborative Spaces Control Center.

      3. From there, choose Attributes Management.

      Create a Collaborative Space

      C’est ici que toute la personnalisation prend forme.

      This is where all the customization magic happens.

      Step 2: Find Physical Product

      In the search bar (click the little magnifying glass), type Physical Product.
      This is the object type where most custom attributes live, alongside built-ins like Material or Weight.

      Attribute - Physical Product

      Step 3: Create Your Attribute

      1. Click the plus sign in the top-right corner.

      Create your attribute in the 3DEXPERIENCE platform

      1. Choose a unique name (no duplicates, no special characters).

      Choose a unique name

      1. Hit OK — and your new attribute will appear at the bottom of the Physical Product page.

      Apply

      👉 Pro tip: if you don’t see the green check mark, it means the attribute hasn’t been activated yet.

      Step 4: Activate and Deploy

      To make your new attribute usable:

      1. Click Apply.

      2. Go to the Collaborative Spaces Configuration Center.

      3. Run Update Index Model and Reload Cache.

      Active and Deploy in the 3DEXPERIENCE platform

      ⚠️ Heads-up: this part may take a few minutes. Be patient while the platform updates.

      Step 5: Test It Out

      Open any saved 3D part, click the down arrow > Information, and scroll down. Your new custom attribute should now be visible and ready to use. Add a value to confirm everything’s working as expected.

      Test it out in the 3DEXPERIENCE Platform

      Why Custom Attributes Matter

      By creating custom attributes, you’re tailoring 3DEXPERIENCE to fit your business. That means:

      • Better search results

      • Smarter organization

      • Easier categorization of your data

      At Solidxperts, we’re all about helping you get the most out of your tools. Custom attributes are just one way to make your 3DEXPERIENCE platform work harder for you.

      Need a hand setting them up? Our team can walk you through it and make sure your environment is optimized for your exact workflow.


      Michael Habrich

      3DEXPERIENCE Specialist

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      Any questions? Need help? Ask one of our experts.

      Whether you’re ready to get started or just have a few more questions, you can contact us toll-free:

        Managing Your 3DEXPERIENCE Cache: Keep Your Files Clean and Up to Date

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        Managing Your 3DEXPERIENCE Cache: Keep Your Files Clean and Up to Date

        One of the biggest advantages of the 3DEXPERIENCE platform is having your files stored securely in the cloud. You can access your designs anytime, anywhere, and collaborate with teammates without worrying about version control.

        Behind the scenes, SOLIDWORKS uses a local cache, a folder on your computer where files are temporarily stored while you work. These cached files are then synced with the 3DEXPERIENCE servers when you save or refresh.

        Managing this cache is key to keeping your designs current, preventing confusion, and saving disk space. Let’s take a closer look.

        Where to Find the 3DEXPERIENCE Cache

        Think of 6W Tags as smart labels that make it easy to filter, sort, and find your files in 3DSpace or 3DDrive.

        Your cache shows up both in SOLIDWORKS (via the 3DEXPERIENCE add-in) and in Windows Explorer. While you can browse the cache folders directly, we don’t recommend managing them that way. Instead, stick to the tools built into SOLIDWORKS.

        Here are the default folder locations:

        • SOLIDWORKS Desktop with the 3DEXPERIENCE add-in:
          C:\3DEXPERIENCE

        • SOLIDWORKS Connected:
          C:\Users\<username>\AppData\Local\DassaultSystemes\3DEXPERIENCE

        Managing the Cache Inside SOLIDWORKS

        When you enable the “3DEXPERIENCE Files on This PC” add-in, you’ll see a dedicated tab in the Task Pane. This view shows you all cached files with helpful details like:

        • Status

        • Lock Status

        • Maturity State

        ub / Managing Your 3DEXPERIENCE Cache

        From here, you can quickly refresh your cache to make sure you’re always working with the latest version.

        • Refresh View updates the local cache for selected files.

        • Refresh from Server checks for changes made by other users and downloads the latest copy if needed.

        • Starting a new SOLIDWORKS session automatically refreshes files in the background.

        ub / Managing Your 3DEXPERIENCE Cache - 2

        Understanding Cache Status Icons

        The status icons make it easy to tell if your local files are current, out-of-date, or waiting to be uploaded. They also warn you if refreshing would overwrite changes you’ve made locally.

        ub / Managing Your 3DEXPERIENCE Cache - Icons

        Pro tip: Always double-check before reloading from the server. Unsaved local edits will be lost.

        Cleaning Up the 3DEXPERIENCE Cache

        Over time, cached files can pile up and take up space. To keep things tidy (and ensure you’re pulling the latest versions from the cloud), it’s a good idea to clean your cache periodically.

        Here’s how:

        1. In the Task Pane, select individual files, or use the top-left checkbox to select all.

        2. Right-click and choose Delete from this PC.”

        ub / Managing Your 3DEXPERIENCE Cache - Delete

        This only removes files from your local cache. Your data stays safe in the 3DEXPERIENCE platform.

        You can also use:

        • Filters to find specific file types.

        • The search box to locate files quickly.

        And before you delete, always confirm your files are saved and synced to the platform.

        Automating Cache Clean-Up

        Don’t want to do it manually? The Clean Up command takes care of it for you.

        • By default, it removes unchanged files older than one week.

        • Locked or modified files won’t be touched.

        • If you open an assembly later, any missing references are automatically redownloaded from the server.

        ub / Managing Your 3DEXPERIENCE Cache - Automation

        If disk space isn’t a concern, you can extend the timeframe to reduce how often files get cleared. It is especially useful if your internet connection is slow.

        A Simple Habit for Staying Up to Date

        The local 3DEXPERIENCE cache is like a bridge between your desktop and the cloud. Keep it clean, refresh it often, and you’ll always know you’re working with the latest designs.

        Want to get even more out of your 3DEXPERIENCE platform? Our training sessions are designed to help you and your team take full advantage of its powerful tools.


        Michael Habrich

        3DEXPERIENCE Specialist

        LinkedIn

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        Whether you’re ready to get started or just have a few more questions, you can contact us toll-free:

          Make Your Data Work for You with 6W Tags on the 3DEXPERIENCE Platform

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          Make Your Data Work for You with 6W Tags on the 3DEXPERIENCE Platform

          The 3DEXPERIENCE platform isn’t just about CAD in the cloud. It’s your all-in-one workspace where design, data management, and collaboration come together. Whether you’re sketching with xShape, modeling in xDesign, or connecting to SOLIDWORKS, the platform helps keep everything, and everyone, in sync.
          But let’s be honest: every engineering project generates mountains of data. 3D models, drawings, BOMs, simulations, even invoices and Word docs. It all piles up. The good news? The platform makes it easy to organize and navigate this information with a powerful tool called 6W Tags.

          What Are 6W Tags?

          Think of 6W Tags as smart labels that make it easy to filter, sort, and find your files in 3DSpace or 3DDrive.

          6W Tags in SOLIDWORKS

          And it’s not just CAD data. Office documents, simulation results, and more can all benefit from tagging.

          Here’s how the 6Ws break down:

          • What: Type of content (CAD models, documents, simulations, tasks, etc.)
          • Who: The person who uploaded, edited, revised, or owns the data
          • When: Date or time range
          • Where: Geolocation or data source
          • How: Manufacturing method (made in-house or purchased)
          • Why: Links to project or task management

          Out of the box, the system automatically fills in basics like owner, location, and save date. But the real power comes when your team adds custom tags. For example, you can include project numbers, material types, or vendor names so searches are tailored to your company’s workflow.

          How to Use 6W Tags

          Let’s say you search for “bolt” in 3DEXPERIENCE. Without filters, you might get hundreds (if not thousands) of results. That’s where 6W Tags shine.

          Search bar for 6W Tags in SOLIDWORKS

          Click the tag icon next to the search bar, then start narrowing your results. For example:

          • Under What, choose Physical Product (to exclude tasks or documents).
          • Add a Material filter for Stainless Steel.

          By stacking filters, your results go from overwhelming to precise in just a few clicks.

          Real-World Examples

          In one test, a simple search brought back over 1,000 results. But after filtering with 6W Tags for “Physical Product” and “Plain Carbon Steel,” the number of results dropped down to two digits. That’s the power of smart filtering.

          Beyond search, 6W Tags can be used visually inside apps. For example, parts can be color-coded by material in the graphics area, giving you an instant overview of your design.

          From Data Overload to Data Control

          Data shouldn’t slow you down and with 6W Tags, it won’t. Whether you’re hunting down a single file or organizing entire projects, the 3DEXPERIENCE platform helps you stay in control.

          Want to learn more tips like this? Our experts at Solidxperts can help you get the most out of your 3DEXPERIENCE environment. Reach out anytime or join one of our training sessions!


          Michael Habrich

          3DEXPERIENCE Specialist

          LinkedIn

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          Whether you’re ready to get started or just have a few more questions, you can contact us toll-free:

            Organizing and Managing Your SOLIDWORKS Libraries in 3DEXPERIENCE

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            Organizing and Managing Your SOLIDWORKS Libraries in 3DEXPERIENCE

            One of the biggest strengths of the 3DEXPERIENCE platform is how it brings your team together. With SOLIDWORKS Cloud Services, you get built-in data management, making it simple to collaborate with colleagues, keep projects organized, and even access your designs on the go.

            Whether you’re working in SOLIDWORKS Connected or traditional SOLIDWORKS combined with Collaborative Designer for SOLIDWORKS, you have a direct link to the 3DEXPERIENCE platform, so opening, saving, and managing your model data feels seamless.

            But here’s the thing: design work goes beyond just parts and assemblies. You also rely on libraries, weldment profiles, sheet metal gauge tables, templates, routing components, and more. Keeping those libraries in sync across your team is just as important as managing your models. And with 3DEXPERIENCE, you can centralize those libraries too.

            Step 1: Create Your Library Structure

            Start in the Bookmark Editor app (in your web browser). Create a clean folder structure for your templates and libraries, with subfolders for each type. Then, simply drag and drop your files into place.

            This way, your team has one organized hub for all shared resources.

            Step 2: Set Up Weldment Profiles

            For weldments, it’s best to stick with a consistent naming convention: Standard → Type → Size.

            We also recommend customizing your standard names to keep them separate from the defaults SOLIDWORKS provides. For example, you might create a standard called “Xperts – ANSI Inch”.

            Once you’ve named things properly, drag your weldment profile files (or entire folders) from Windows File Explorer directly into your 3DEXPERIENCE bookmark. Quick, easy, and ready to use.

            Step 3: Connect Libraries to SOLIDWORKS

            Inside SOLIDWORKS, go to System Options → File Locations. When you add a new location, choose “Select from 3DEXPERIENCE”.

            This links SOLIDWORKS to your bookmarks, syncing the content down to your local cache (usually found at C:\Users\Public\Documents\SOLIDWORKS). You’ll notice the linked locations show up in brackets, confirming they’re tied to the platform.

            To make sure you’re always up to date, just click Update. SOLIDWORKS will pull the latest versions from 3DEXPERIENCE, keeping your whole team in sync.

            Step 4: Keep Your Libraries Updated

            Need to update a file? Head back into the Bookmark Editor in your browser, right-click the file, and select Update. Browse for the new version locally, and the platform will take care of the rest.

            Once it’s updated in 3DEXPERIENCE, users just need to hit Update in their SOLIDWORKS options to refresh their local cache. Simple, controlled, and consistent.

            Why This Matters

            Storing your libraries and templates alongside your design data gives you the same benefits: revision control, lifecycle management, and a single source of truth for your team.

            We focused on weldment profiles here, but the same approach works for routing components, sheet metal gauge tables, and more. With SOLIDWORKS Cloud Services + 3DEXPERIENCE, you’re not just managing files. You’re creating a smarter, more connected workflow for your entire team.

            At Solidxperts, we love helping teams get the most out of their tools. Setting up your libraries in 3DEXPERIENCE is a small step that makes a big impact on collaboration, efficiency, and design quality.


            Michael Habrich

            3DEXPERIENCE Specialist

            LinkedIn

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            Whether you’re ready to get started or just have a few more questions, you can contact us toll-free:

              Creating Custom Attributes in the 3DEXPERIENCE platform

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              Creating Custom Attributes in the 3DEXPERIENCE platform

              Sometimes the standard attributes in the 3DEXPERIENCE platform just aren’t enough. Maybe you need a custom field to track a project code, client name, or any other detail that’s specific to your workflow. The good news? You can create your own attributes in just a few steps and we’ll show you how.

              Before You Start

              To build custom attributes, you’ll need:

              • Administrative privileges on your platform

              • The Platform Manager role assigned to your profile

              Platform Manager

              Once that’s in place, you’re ready to go.

              Step 1: Open Attributes Management

              1. Select the Platform Management role.

              2. Head into the Collaborative Spaces Control Center.

              3. From there, choose Attributes Management.

              Create a Collaborative Space

              This is where all the customization magic happens.

              Step 2: Find Physical Product

              In the search bar (click the little magnifying glass), type Physical Product.

              This is the object type where most custom attributes live, alongside built-ins like Material or Weight.

              Attribute - Physical Product

              Step 3: Create Your Attribute

              1. Click the plus sign in the top-right corner.

              Create your attribute in the 3DEXPERIENCE platform

              1. Choose a unique name (no duplicates, no special characters).

              Choose a unique name

              1. Hit OK and your new attribute will appear at the bottom of the Physical Product page.

              Apply

              Pro tip: if you don’t see the green check mark, it means the attribute hasn’t been activated yet.

              Step 4: Activate and Deploy

              To make your new attribute usable:

              1. Click Apply.

              2. Go to the Collaborative Spaces Configuration Center.

              3. Run Update Index Model and Reload Cache.

              Active and Deploy in the 3DEXPERIENCE platform

              Heads-up: this part may take a few minutes. Be patient while the platform updates.

              Step 5: Test It Out

              Open any saved 3D part, click the down arrow > Information, and scroll down. Your new custom attribute should now be visible and ready to use. Add a value to confirm everything’s working as expected.

              Test it out in the 3DEXPERIENCE Platform

              Why Custom Attributes Matter

              By creating custom attributes, you’re tailoring the 3DEXPERIENCE platform to fit your business. That means:

              • Better search results

              • Smarter organization

              • Easier categorization of your data

              At Solidxperts, we’re all about helping you get the most out of your tools. Custom attributes are just one way to make your 3DEXPERIENCE platform work harder for you.

              Need a hand setting them up? Our team can walk you through it and make sure your environment is optimized for your exact workflow.


              Michael Habrich

              3DEXPERIENCE Specialist

              LinkedIn

              X_green_halo

              Any questions? Need help? Ask one of our experts.

              Whether you’re ready to get started or just have a few more questions, you can contact us toll-free:

                How to Back Up Your 3DEXPERIENCE Data

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                How to Back Up Your 3DEXPERIENCE Data

                Backing up your data is always a smart move. The good news is that the 3DEXPERIENCE platform already includes secure cloud storage, but sometimes you may want to create a local, on-site backup as well.

                To help you do that, this guide walks you through two options:

                1. Exporting one project at a time (top-level assembly in its own .zip file)

                2. Exporting everything together (all data in a single .zip file)

                Option 1: Export a Single Project

                This method is perfect if you only need to back up a specific assembly or project.

                1.Use the search field at the top of your session (or the Bookmark Editor, if you’ve bookmarked the file) to locate your top-level assembly.

                2. Select the assembly (it will highlight in blue when chosen).

                3. Click the chevron (arrow) to the right of the file.

                4. Choose Export As.

                Choose Export As.

                5. Continue with the export steps outlined in the final section of this guide.

                Option 2: Export Everything at Once

                Heads up: If you have a large dataset, this method can produce a very large zip file. For performance reasons, we often recommend Option 1,  exporting project by project.

                But if you do want the full export, here’s how:

                1.Open the Bookmark Editor app.

                • Create a new bookmark called something intuitive, like Export All Data.
                • Leave Bookmark Editor open with your new bookmark selected.

                Open the Bookmark Editor app

                2. In the search bar, type “prd” (default naming convention).

                • If your company uses a different convention, use the keyword that applies to your setup (e.g. SX- for Solidxperts).

                In the search bar, type “prd”

                3. Optionally, refine results with 6W Tags (Who, What, Where, etc.).

                4. Select all search results.

                • Use the checkbox at the top of the list.
                • Double-check the counter to ensure all items are selected. (If numbers don’t match, scroll to the bottom and re-select.)

                Select all search results

                5. Drag the selected files into your export bookmark.

                • This applies the bookmark to all selected items.
                • If you have a lot of files, give the system time to process.

                6. Back in Bookmark Editor, group-select the files you want to export (Ctrl+A for all).

                7. Click the 3 dots (⋮) in the upper right → choose Export As.

                Click the 3 dots (⋮) in the upper right → choose Export As

                8. In the Export As dialog:

                • Give your .zip file a clear title.
                • Optionally, check Include Drawing.
                • Confirm the item count. If it looks low, scroll to the bottom of Bookmark Editor to refresh, then try again.
                • Review any exclusions in red . These could be xApp-created files (like xDesign) that aren’t currently exportable.

                9. The system creates an export job.

                • You can monitor large jobs in the CAD Data Processor Monitoring app.
                • Smaller jobs often finish before they appear there.

                The system creates an export job.

                10. Once complete, you’ll see a notification in the 3DNotification Center.

                Once complete, you’ll see a notification in the 3DNotification Center.

                11. Click the notification, then hit Download to retrieve your .zip file.

                Click the notification, then hit Download to retrieve your .zip file.

                Pro tip: Test the process with a small dataset first so you’re comfortable before running a full export.

                Wrapping Up

                Ultimately, with just a few steps, you can create local backups of your 3DEXPERIENCE projects, whether it’s one assembly at a time or your entire dataset.

                Beyond the backup process, at Solidxperts, we help teams like yours work more confidently with 3DEXPERIENCE every day. If you’d like hands-on training or tailored backup strategies, our experts are here to guide you.


                Michael Habrich

                3DEXPERIENCE Specialist

                LinkedIn

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                Any questions? Need help? Ask one of our experts.

                Whether you’re ready to get started or just have a few more questions, you can contact us toll-free:

                  Staying Secure with Two-Factor Authentication (2FA) in the DSx System

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                  Staying Secure with Two-Factor Authentication (2FA) in the DSx System

                  At Dassault Systèmes, keeping your account secure is a top priority. That’s why two-factor authentication (2FA) is now required when you access the DSx Client system.

                  What does this mean for you? In short: an extra layer of protection for sensitive data like user information and serial numbers. It also means a quick setup process the first time you log in and after that, peace of mind knowing your account is more secure.

                  This guide will walk you through:

                  1. How to set up 2FA on your phone (most common method).

                  2. How to set up 2FA on your computer using KeePassXC if you prefer not to use a mobile device.

                  Option 1: Setting Up 2FA on Your Phone

                  1. Download an Authenticator App

                  If you don’t already have one, install an authenticator app such as Google Authenticator, Microsoft Authenticator, or Okta.

                  Phone - Download an Authenticator App

                   

                  2. Log in to Your DS Account

                  Sign in with your DS username and password.

                  Log in to Your DS Account

                  3. Open the 2FA Setup Wizard

                  From your account, click My Profile > 2-Factor Authentication.

                  Open the 2FA Setup Wizard

                  4. Activate 2FA

                  Select Activate to begin setup.

                  Activate 2FA

                  5. Set Recovery Options

                  Answer the required security questions. These will be used if you ever lose access to your 2FA device.

                  Set Recovery Options

                  6. Connect Your Authenticator

                  In your authenticator app, choose Scan a QR Code (or Enter a setup key if your phone has no camera). Scan the code provided by Dassault Systèmes.

                  Connect Your Authenticator

                  7. Test and Confirm

                  Your authenticator will display a 6-digit code. Enter it into DSx Client to confirm setup. Once successful, you’ll see a confirmation window — 2FA is now enabled! 🎉

                  Test and Confirm

                  Going forward: Every time you log into DSx Client, you’ll be asked for a code from your authenticator app.

                  Option 2: Setting Up 2FA on Your Computer (KeePassXC)

                  Prefer not to use your phone? No problem. You can configure 2FA directly on your computer with KeePassXC, a secure, open-source password manager.

                  1. Download and Install KeePassXC

                  Available for Windows, macOS, and Linux at KeePassXC’s website. Default installation options work fine.

                  Download and Install KeePassXC

                  2.Create a Database

                  This is where your passwords and tokens are stored. Set a strong master password and keep it in a safe place.

                  Create a Database

                  3.Add a DSx Client Entry

                  Create a new entry with:

                  • Title: DSx Client
                  • Username, Password
                  • URL: https://dsxclient.3ds.com

                  Add a DSx Client Entry

                  4. Set Up the 2FA Key

                  Right-click your new entry > Setup TOTP. Enter the secret key provided in DSx Client (same as in the phone setup).

                  5. Test and Confirm

                  Click the clock icon next to your entry to generate a 6-digit code. Enter it in DSx Client. Once confirmed, your 2FA is ready to go.

                  Wrapping Up

                  That’s it! You’ve now secured your DSx Client account with two-factor authentication. Whether you chose to set it up on your phone or on your computer, you’re adding an important layer of protection to your Dassault Systèmes tools.

                  And remember, if you hit a bump along the way, the Solidxperts team is always here to help. Reach out to us, and we’ll make sure your account stays safe and your workflow stays smooth.


                  Michael Habrich

                  3DEXPERIENCE Specialist

                  LinkedIn

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                  Whether you’re ready to get started or just have a few more questions, you can contact us toll-free:

                    5 SOLIDWORKS PDM Mistakes and How to Fix Them

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                    5 SOLIDWORKS PDM Mistakes and How to Fix Them

                    SOLIDWORKS PDM is a powerful tool for managing product data, but like any system, it is only as good as its implementation. Missteps in setup, usage, or governance can result in lost time, confused teams, or even corrupted data. Let’s break down the top five mistakes users and administrators make with SOLIDWORKS PDM and provide expert-backed solutions to fix them.

                    1. Don’t Let Permissions Kill Productivity

                    SOLIDWORKS PDM folder permissions tab
                    SOLIDWORKS PDM folder permissions tab, detailing access rights within the vault. The interface displays a folder tree and a checklist of enabled actions.

                    The Pitfall: Confusing or Dangerous Access Rights
                    One of the most frequent and damaging mistakes in any PDM setup is mismanaging user permissions. When permissions are too strict, users waste time trying to access files or wait for someone with higher access to help. On the flip side, overly broad access can result in accidental overwrites, deletions, or unauthorized changes.
                    For example, an engineer could accidentally releases a work-in-progress drawing because they were mistakenly given access to the “Released” state transition. This leads to procurement ordering incorrect parts based on an outdated design.

                    The Fix: Implement Role-Based Access Control (RBAC)
                    Instead of managing individual user permissions, create user groups such as:

                    • Designers

                    • Engineers

                    • Quality Control

                    • Project Managers

                    • Manufacturing

                    Assigning permissions at the group level simplifies administration but also ensures consistency. If someone’s role changes, you just move them between groups.

                    Best Practices:

                    • Use the Permissions tool in PDM Admin to verify access levels

                    • Restrict access to critical lifecycle transitions (e.g., “Approve,” “Release”)

                    • Re-audit access rights quarterly, especially after organizational changes

                    • Keep a changelog of all admin updates to permission groups

                    Why it matters:

                    Tight control over permissions protects data integrity, reduces user frustration, and limits the risk of human error.

                    2. Are Your Workflows Helping or Hindering?

                    Customized SOLIDWORKS PDM workflow
                    A highly detailed and customized SOLIDWORKS PDM workflow, illustrating the lifecycle of engineering files, workflows like this can introduce challenges in usability, maintenance, and onboarding, highlighting the importance of balancing control with simplicity in PDM design.

                    The Pitfall: Workflows That Don’t Reflect Real-Life Processes

                    Another common issue is poorly designed workflows. Often, workflows are either overly simplistic and fail to enforce proper checks or overly complicated, leading to user confusion and delays.
                    For example, a workflow without a design review stage results in errors reaching production. Alternatively, a workflow with too many approval loops creates a bottleneck that delays time-to-market.

                    The Fix: Design Smart, Flexible Workflows

                    Good workflows reflect how your team actually works. Start by mapping out real-world processes on paper. Then replicate those with SolidWorks PDM using tools like:

                    • Conditional Transitions

                    • Automatic Status Changes

                    • Notifications (via Dispatch or Task Add-ins)

                    Pro Tips:

                    • Include mandatory review steps before “Release”

                    • Create a sandbox or test vault to trial new workflows without disrupting production

                    • Practice using screen recordings or internal guides to walk through common workflows. Even the best workflow cannot help if users don’t understand it.

                    3. Stop the Chaos: Fix Your Revision Control

                    The Pitfall: Manual File Naming and Confused Versioning

                    Few things frustrate engineers more than working on the wrong version of a file. Common issues include:

                    • Duplicate files with suffixes like _final, _v2, _approved

                    • Broken references from renamed assemblies

                    • No clear revision history when questions arise

                    For example, a supplier receives an outdated drawing marked “FINAL_v3,” but the design team had already created “FINAL_v4” in a separate folder. Which results in countless dollars wasted and scrap material.

                    The Fix: Use PDM’s Automated Version and Revision Tools

                    SOLIDWORKS PDM is built to manage versions and revisions intelligently when used properly. By integrating revision control into your workflow transitions, you can track every change and automatically increment revisions when files pass certain gates such as “Approve.”

                    Steps to Implement:

                    • Set up lifecycle states (e.g., Under Review → Approved → Released)

                    • Configure transitions to increment revisions automatically

                    • Use the built-in History tab to track who made what changes and when

                    • Apply revision tables linked to metadata to eliminate manual edits on drawings

                    Important Tips:

                    • Disable file renaming at the user level

                    • Avoid copying files outside PDM to test changes; instead, use sandbox folders within the vault

                    • Regularly purge obsolete versions to avoid clutter

                    Result:

                    Accurate, tamper-proof versioning builds trust across design, QA, and manufacturing teams.

                    4. Organize or Agonize: Clean Up That Vault

                    SOLIDWORKS PDM Vault interface
                    SOLIDWORKS PDM Vault interface, featuring a typical folder structure on the left and project metadata displayed in a custom data card below.

                    The Pitfall: Messy Folders, Inconsistent File Names, and Confusing Structures

                    Without naming conventions or a logical file system, even experienced users can spend hours hunting for the right file or, worse, use the wrong one.

                    For example, a project folder contains new_final, revA_drawing, Drawing1, and final_FINAL. No one knows which to use, and a new engineer duplicates the wrong one for a new design.

                    The Fix: Standardize File Naming and Folder Structures

                    Consistency is key to finding and managing data efficiently. Develop a file naming convention that reflects your project hierarchy and revision status.

                    Sample Naming Structure:

                    • PRJ2025_ClampBracket_REV_B.SLDPRT

                    • DWN1001_ClampBracket_REV_B.SLDDRW

                    Tips to Maintain Order:

                    • Enforce naming rules with Data Cards

                    • Use “Copy Tree” for project duplication to auto-rename and preserve links

                    • Document your structure in an internal wiki or onboarding guide

                    Bonus:

                    Create folder templates tied to project types (e.g., Customer Jobs, R&D, Internal Use) to speed up setup and reduce human error.

                    5. One Crash Away: The Backup Plan You Wish You Had

                    The Pitfall: No Backup or Worse, Unusable Backups

                    It is easy to assume your IT team has your back until a vault crash or server failure proves otherwise. Even if backups exist, they may be incomplete, outdated, or impossible to restore.
                    For example, your server crashes on a Friday night. IT discovers that the last backup was from three weeks ago and only covers the SQL database, not the archive files.

                    The Fix: Build a Complete, Tested Backup and Recovery Plan

                    A proper backup strategy must cover all components of SOLIDWORKS PDM:

                    • SQL Database

                    • Archive Server

                    • Vault Settings (via the Admin tool)

                    Checklist for Backup Success:

                    • Back up daily using Windows Task Scheduler or enterprise tools

                    • Store backups off-site or in the cloud for disaster recovery

                    • Simulate a full restore every quarter and document the steps

                    Disaster Recovery Plan Should Include:

                    • Contact info for key stakeholders

                    • Timeline for each recovery step

                    • Inventory of hardware and software requirements

                    • A change log for vault structure

                    Crucial Question:

                    • If a critical client asks, “How quickly can you restore if the vault crashes?” do you have an answer you trust?

                    Bonus Mistake: Skipping Training and Internal Communication

                    Even the best-configured PDM system will not deliver value if users do not understand how to use it. Inconsistent user behavior leads to data quality issues, broken workflows, and user frustration.

                    Fix it with:

                    • Scheduled team-wide PDM refresher sessions

                    • A living document library of video walkthroughs and SOPs

                    • Feedback loops such as a Slack or Teams channel for PDM issues

                    Pro Tip:

                    • Use anonymous surveys to surface pain points or confusion that might not come up in meetings.

                    Stop Mistakes Before They Start

                    SOLIDWORKS PDM is not just a file storage system. It is the foundation of your product development lifecycle. Like any foundation, it requires care, structure, and proactive management. By recognizing and correcting the most common PDM mistakes, whether it is permissions, workflows, revisions, organization, or backup planning, you set your team up for success.

                    Takeaway Checklist:

                    • Role-based permissions

                    • Streamlined, mapped workflows

                    • Automated revision control

                    • Standardized file and folder naming

                    • Complete, tested backup plan

                    • Ongoing user training

                    Each of these practices improves traceability, compliance, and efficiency. Saving you time, money, and stress in the long run.


                    Riccardo

                    Riccardo Biciola

                    Solutions Specialist

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                    Any questions? Need help? Ask one of our experts.

                    Whether you’re ready to get started or just have a few more questions, you can contact us toll-free:

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