Smarter Naming in the 3DEXPERIENCE platform: Titles, Auto-Names, and Enterprise Item Numbers

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Smarter Naming in the 3DEXPERIENCE platform: Titles, Auto-Names, and Enterprise Item Numbers

Keeping your data organized in the 3DEXPERIENCE platform starts with one key detail: how your models are named. The platform gives you several ways to make sure every piece of data has a unique identifier from simple manual titles to powerful, automated numbering systems.

Let’s walk through the options and how they fit into your workflow.

What is the Difference Between Titles and File Names?

When you first save a model to the platform, you’ll assign it a title. This title is stored as an attribute, which makes it easy to search and organize your content later.

But here’s the important part:

  • The title is flexible. You can rename it anytime without breaking file references.

  • The filename (the one in your local cache) stays static to preserve references between files.

Think of the title as the friendly label you see in the 3DEXPERIENCE platform, while the filename is the behind-the-scenes anchor.

Auto-Name: Let the System Do the Work

If you’d rather not type in titles manually every time, the 3DEXPERIENCE platform has you covered with Auto-Name.

In the Collaborative Spaces Configuration Center app, you can enable auto-naming under:
CAD Collaboration > SOLIDWORKS > Settings > Auto-name.

Auto-name in the 3DEXPERIENCE platform

Here’s what it does:

  • Uses a counter system to generate sequential titles.

  • Lets you define rules with a prefix, suffix, interfix, and separator.

  • Keeps numbering consistent across all content types you choose.

Content naming rules in the 3DEXPERIENCE platform

This is perfect for standardizing your naming structure across projects without needing everyone on your team to remember the rules.

Enterprise Item Numbers (EIN): Taking Control

For more complex projects, you may want something stronger than auto-names: Enterprise Item Numbers (EINs).

An EIN is:

  • A unique identifier separate from the title or filename.

  • Ideal for linking into Bills of Materials (BOMs) or other downstream processes.

  • Flexible. You can build EINs from static text, attributes, user inputs, and counters.

Setup happens in the Collaborative Spaces Configuration Center under:
Engineering Definition > Enterprise Item Number: Formula Configuration.

Example: You could define a Project attribute (linked to a SOLIDWORKS custom property) and combine it with a counter. Each project gets its own numbering sequence, so Project AB123 and Project XY456 start fresh with independent counters.

Enterprise Item Number in the DEXPERIENCE platform

Assigning EINs in SOLIDWORKS

Once you’ve defined your formula, assigning an EIN is simple:

  1. Select one or more components in the MySession pane.

  2. Go to Tools > Set Enterprise Number > Request New Enterprise Item Number.

If your component already has a custom property linked to a project attribute, the 3DEXPERIENCE platform will pull that value automatically when generating the EIN.

Request a nem enterprise item number

With the Product Release Engineer role, you can even assign EINs directly from a web browser using the Engineering Release app.

Viewing and Using EINs

EINs are stored in the 3DEXPERIENCE platform Properties and visible in both SOLIDWORKS and the browser.

The DEXPERIENCE Platform properties

They can be mapped back into SOLIDWORKS properties for use in BOMs or other downstream applications.

In SOLIDWORKS, you can customize your design tree display to show the EIN instead of the title or even combine it with revision, description, or configuration details.

show the EIN

This way, your team always sees the most relevant identifiers at a glance.

Wrapping Up

From quick titles to auto-generated numbers to fully customized EINs, 3DEXPERIENCE gives you the flexibility to organize your designs in a way that fits your team.

At Solidxperts, we help you strike the right balance between simplicity and control, making sure your data is easy to manage today and reliable for tomorrow’s projects.

Need help setting up naming rules or Enterprise Item Numbers in your environment? Reach out to our team, we’ll make sure your system works as smoothly as your designs.


Michael Habrich

3DEXPERIENCE Specialist

LinkedIn

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    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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      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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        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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          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

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            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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              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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                  Validate your design with a SOLIDWORKS Simulation drop test

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                  Validate your design with a SOLIDWORKS Simulation drop test

                  A few weeks ago, my SOLIDWORKS Elite Applications Engineer award fell, and the top part of it broke. I was both sad and frustrated. Sad because it meant something to me, and frustrated because I had placed it on a shelf that later tilted unexpectedly, sending everything crashing to the floor. Finding it broken on the ground that day was tough.

                  Accidents like this happen all the time. The products we design are also at risk of being dropped, so why not make them as resistant as possible?

                  That’s exactly where SOLIDWORKS Simulation drop tests come in.

                  In this guide, you’ll learn:

                  • what a drop test is,
                  • why drop test analysis is essential for product reliability,
                  • and how to run a drop test in SOLIDWORKS Simulation step by step.

                  Chung Ping's Award

                  Why Drop Tests Matter for Product Design?

                  Any time a product is handled, shipped, carried, or installed, there’s a chance it could be dropped. A single impact can compromise safety, durability, performance, and sometimes even a company’s reputation.

                  Drop tests help engineers predict how their products will behave in real-world accident scenarios. Below are examples of industries where drop testing is essential to ensure reliability before manufacturing:

                  • Consumer products & electronics
                  • Industrial & heavy equipment
                  • Medical devices
                  • Sports equipment
                  • Aerospace & aviation
                  • Automotive & transportation
                  • Military & defense
                  • Packaging & logistics
                  • Robotics & automation
                  • Construction & civil engineering

                  Drop Test Prerequisites: What You Need Before Running a Simulation

                  Before running a drop test analysis, certain elements must be prepared. A 3D design is required to simulate the event digitally. Here are the steps:

                  1. Create the 3D model in SOLIDWORKS or import an existing geometry.
                  2. Apply materials (this step can also be performed directly in the study).
                  3. Simplify the model to reduce solving time (this may include suppressing non-critical parts or features).

                  How to Run a Drop Test Analysis in SOLIDWORKS Simulation

                  Once your model is ready, you can set up the drop test using the following steps:

                  1. Enable the SOLIDWORKS Simulation add-in.
                  2. Create a new Drop Test study.
                  3. Apply any missing material properties.
                  4. Define interactions if needed.
                  5. Set up the drop test conditions (drop height or impact velocity, orientation, ground parameters, etc.).
                  6. Adjust result options (duration after impact, saving options, etc.).
                  7. Mesh the model and run the analysis.

                  List of required steps of a drop test analysis

                  Interpreting Your Drop Test Results

                  After running the analysis, several result types become available, such as stress and deformation plots. These help you determine whether the product will remain elastic, undergo plastic deformation, or potentially fail, and where such failures are likely to occur.

                  The example below shows the kind of output SOLIDWORKS Simulation provides once the calculations are complete:

                  Stress results of the drop test

                   

                  Improving the Design Through Simulation

                  Thanks to the results, you can identify weak points where the product is likely to fail. You can then reinforce the design. For example, by adding fillets, increasing wall thickness, or selecting a stronger material.

                  Sometimes, results show that a part is overdesigned. In these cases, you may reduce thickness or remove unnecessary material to lower weight and cost. This is a key step in optimizing your product.

                  Simply make the changes and re-run the drop test to validate the improvements.

                   

                  Bringing It All Together: Stronger Designs Through Simulation

                  With SOLIDWORKS Simulation, you can test your product digitally long before manufacturing it. A drop test is just one of many analysis types available to help you validate performance and reliability.

                  I initially blamed myself for the broken award, but maybe if the shelf had been designed to be stronger, the accident could have been avoided. Who knows?

                  From linear static to nonlinear dynamic analyses, SOLIDWORKS Simulation provides a complete suite of tools to help engineers validate their designs efficiently. At Solidxperts, we are committed to helping our customers achieve excellence in their engineering projects.

                  Looking to sharpen your skills? Browse our upcoming trainings, available at our offices or online. Whether you’re new to simulation or ready to deepen your expertise, our certified specialists are here to support you every step of the way.


                  Chung Ping Lu, eng.

                  Chung Ping Lu, eng.

                  Senior Technical Representative

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                    What’s New in SOLIDWORKS 2026? Part 6 – 2D CAD

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                    What’s New in SOLIDWORKS 2026? Part 6 – 2D CAD

                    DraftSight 2026 pushes 2D CAD innovation even further, with powerful new features designed to streamline workflows, enhance collaboration, and bring more automation into your drafting environment. Whether you’re working in architecture, manufacturing, or engineering, these updates help bridge 2D and 3D workflows, boost productivity, and simplify project management.

                    Here are the Top 10 Enhancements you need to know in DraftSight 2026:

                    1. BIM Module

                    DraftSight now connects the worlds of 2D drafting and Building Information Modeling (BIM). Import RVT and IFC files to automatically generate plans, sections, elevations, and schedules.

                    What's New in SOLIDWORKS 2026? P.6.1.
                    Benefit: Bridge 3D and 2D collaboration, improving accuracy and communication across project teams.

                    2. Sheet Set Manager on the Platform

                    Project documentation just got easier. The new Sheet Set Manager standardizes how drawing sheets are created, grouped, templated, and published, all from the 3DEXPERIENCE platform.

                    What's New in SOLIDWORKS 2026? P.6.2.
                    Benefit: Simplify documentation, ensure consistency, and speed up publishing workflows.

                    3. Batch Print Files in Collaborative Space

                    Save time with batch printing directly from the Collaborative Space. Process multiple DWG files at once, ensuring all team members are always working with and printing the latest version.

                    What's New in SOLIDWORKS 2026? P.6.3.
                    Benefit: Accelerate printing workflows and guarantee output consistency.

                    4. Float Document Windows

                    Multi-monitor users rejoice: DraftSight 2026 allows you to detach drawing tabs into separate windows for true multitasking. Compare and edit drawings side by side across monitors.

                    What's New in SOLIDWORKS 2026? P.6.4.
                    Benefit: Boost productivity by working seamlessly across multiple drawings at once.

                    5. Centralized Start Hub

                    A new Start Hub streamlines how you begin every project. From one centralized location, access projects, recent files, workspace settings, and learning resources.

                    What's New in SOLIDWORKS 2026? P.6.5.
                    Benefit: Start faster and stay organized from the moment you launch DraftSight.

                    6. Resizable View Tiles in Model Space

                    Navigate complex models with ease by resizing and aligning multiple view tiles within model space. This makes simultaneous navigation and editing of different model areas more efficient.

                    What's New in SOLIDWORKS 2026? P.6.6.
                    Benefit: Work smarter with customizable, side-by-side model views.

                    7. Field Command: Diesel Expression Support

                    The Field command now supports Diesel expressions, allowing dynamic text automation and inline calculations inside your drawings.

                    What's New in SOLIDWORKS 2026? P.6.7.
                    Benefit: Automate calculations and add conditional formatting directly to drawing text.

                    8. Improved Ribbon Tabs Content

                    The Ribbon interface has been cleaned up and reorganized for better usability. Enjoy faster access to commands, more intuitive layouts, and customizable workspace options.

                    What's New in SOLIDWORKS 2026? P.6.8.
                    Benefit: Streamline your drafting workflows with a more modern, intuitive UI.

                    9. DATAEXTRACTION Command Improvements

                    Data extraction is faster and more powerful. New features include CSV headers and formula columns, reducing manual work and making it easier to integrate extracted data with external applications.

                    What's New in SOLIDWORKS 2026? P.6.9.
                    Benefit: Cut down on errors and speed up data reporting workflows.

                    10. Files Attachable From the 3DEXPERIENCE Platform

                    Collaboration in the cloud takes a big step forward: DWG files stored on the 3DEXPERIENCE platform can now be attached as external references directly in DraftSight.

                    What's New in SOLIDWORKS 2026? P.6.10.
                    Benefit: Simplify data management and keep everyone working on the latest version of project files.

                    The Future of 2D CAD Starts Here

                    DraftSight 2026 isn’t just about drafting faster, it’s about working smarter, collaborating seamlessly, and bridging 2D with 3D workflows. From BIM integration to cloud-based collaboration and new automation tools, these enhancements set a new standard for productivity in CAD.

                    Want to unlock the full power of DraftSight 2026? Our experts are ready to support your team with tailored guidance, training, and workflow optimization.


                    Michael Habrich

                    3DEXPERIENCE Specialist

                    LinkedIn

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