Storing and Revising Your Designs | Beginner's Guide to SOLIDWORKS with Cloud Services

Configure Your Platform Storage

Set up your secure cloud storage solution and understand the platform management dashboard in this quick start guide.

 

 

What is covered?

  • Platform Management Dashboard: The video starts by showing how to manage the dashboard and set options for collaborative spaces. [00:15]
  • Managing Collaborative Spaces: It explains how to control the creation of new collaborative spaces and demonstrates how to create one specifically for SOLIDWORKS designs. [00:23]
  • Adding Members: The video covers the process of adding members to a collaborative space and assigning their roles. [01:13]
  • Managing Revisions: It discusses how to set the revision scheme to either alpha or numeric. [01:31]
  • Bookmark Options: This section explains how to make new bookmarks visible to all members within a collaborative space. [01:50]
  • Setting Preferences: The video shows how to set preferences for a collaborative space. [02:41]
  • SOLIDWORKS Integration: It demonstrates how to integrate SOLIDWORKS with the platform by setting the collaborative space within SOLIDWORKS itself. [02:53]

 

Step-by-Step Instructions (AI-generated from video transcript):

Based on the video at https://youtu.be/0rzzm7Hu_KM, here are the step-by-step instructions for configuring your 3DEXPERIENCE platform storage for SOLIDWORKS data:

 

Part 1: Managing Collaborative Spaces

 

  1. Access the Dashboard: Start in the Platform Management Dashboard.
  2. Control Space Creation: To manage who can create new collaborative spaces, you can turn off the option to create a new space.
  3. Create a New Space: To create a new, dedicated space for your SOLIDWORKS designs, click the option to create a new collaborative space.

Part 2: Adding Members and Setting Roles

  1. Add Members: Once the new collaborative space is created, you can add members to it.
  2. Assign Roles: For each new member, assign a role to define their level of access and capabilities within that specific collaborative space.

Part 3: Configuring Preferences

  1. Manage Revisions: Set the revision scheme for the collaborative space to either alpha or numeric.
  2. Set Bookmark Visibility: Configure the Bookmark Options to automatically make all new bookmarks visible to all members of the collaborative space.
  3. Set SOLIDWORKS Preferences: Go to Preferences and set the collaborative space to the new space you just created to ensure your SOLIDWORKS data is saved to the correct location.

 

 

Store Your Designs on the Cloud

Learn how to save, find, and open your designs using the 3DEXPERIENCE platform, all without leaving SOLIDWORKS. You will also learn how to improve your productivity by accessing your designs directly from the web.

 

 

What is covered?

  • Design Process: A walkthrough of the design process, including adding and removing components. [00:13]
  • Revision Control: How to manage and track changes to your designs. [01:28]
  • Cloud Storage: The benefits of using cloud storage to store and access design files. [01:28]
  • 3D Viewer: A look at the 3D viewer that allows you to see and interact with your designs in three dimensions. [02:37]
  • File Management: How to manage and organize files associated with a design. [04:37]
  • SOLIDWORKS & 3DEXPERIENCE: The video demonstrates how these two platforms work together for product design. [01:28]

 

Step-by-Step Instructions (AI-generated from video transcript):

Based on the video at https://youtu.be/r61-Y5wLMMU, here are the step-by-step instructions for a typical workflow using SOLIDWORKS and the 3DEXPERIENCE platform:

 

Part 1: Saving and Managing a Design in the Cloud

  1. Save the File to the Platform: After creating or modifying a design in SOLIDWORKS, save the file directly to the 3DEXPERIENCE platform. This places the design in a secure, cloud-based environment.
  2. Manage Revisions: Use the platform’s revision control features to manage and track changes to your design. This ensures that a complete history of the product is maintained, allowing you to easily revert to or reference previous versions.

Part 2: Reviewing and Collaborating on the Design

  1. Use the 3D Viewer: Access the built-in 3D viewer (3DPlay) to see and interact with your designs in three dimensions, directly in a web browser, without needing to open SOLIDWORKS.
  2. File Management: Use the platform's file management system to organize all files associated with the design, making it easy to find and access them from anywhere.

 

 

Revise Your Designs

Learn how to capture your SOLIDWORKS design history with out-of-the-box revision management, right from your SOLIDWORKS user interface.

 

What is covered?

  • Overview: An introduction to managing revisions for SOLIDWORKS designs on the 3DEXPERIENCE platform. [00:15]
  • New Revisions and Updating Models: A guide on how to create a new revision of a part, update the model, and save it to the 3DEXPERIENCE platform. [00:56]
  • Updating Assemblies: Instructions on how to update an assembly to use a new revision of a part. [02:39]
  • Reviewing Designs: A demonstration of how to use the 3DPlay app to review designs. [03:42]
  • 2D Compare Tool: An explanation of how to use the 2D Compare tool to compare two revisions of a drawing. [04:36]

 

Step-by-Step Instructions (AI-generated from video transcript):

Based on the video at https://youtu.be/mgQEwGQ7RgM, here are the step-by-step instructions for managing design revisions using SOLIDWORKS and the 3DEXPERIENCE platform:

 

Part 1: Creating and Updating Revisions

  1. Create a New Revision: To create a new revision of a part, select the Collaborative Lifecycle app and choose the option to create a new revision. The system will automatically update the part number with a new revision letter (e.g., from Rev A to Rev B).
  2. Update the Model: Once a new revision is created, you can update the model by making the necessary design changes within SOLIDWORKS.
  3. Save the New Revision: Save the updated model to the 3DEXPERIENCE platform.

Part 2: Updating an Assembly

  1. Check the Assembly: If the updated part is used in an assembly, a message will appear in the 3DEXPERIENCE task pane indicating that the assembly is using an older version of the part.
  2. Update the Assembly: Click on the message or the appropriate command to update the assembly to use the new revision. This will automatically replace the old part with the new one.

Part 3: Reviewing and Comparing Designs

  1. Use the 3DPlay App: To review your design, open the part or assembly using the 3DPlay app.
  2. Use the 2D Compare Tool: Use the 2D Compare tool to visually compare two different revisions of a drawing to see the changes.

 

 

Productivity Tools

Now that your designs are stored on the platform, learn how to unlock more productivity than ever before. Navigate designs with Product Explorer, review and interrogate with 3DMarkup, and streamline tasks with Collaborative Tasks.

 

What is covered?

  • Opening Assemblies: How to open and review SOLIDWORKS assemblies. [00:19]
    • Collaborative Designer Dashboard: The layout and function of the dashboard. [00:30]
    • Creating a New Tab: How to customize your dashboard by creating a new tab. [00:41]
  • 3D Markup App: A detailed guide on using the 3D Markup app to add annotations, draw on the screen, and use the measure tool. [02:10]
  • Collaborative Tasks: The video explains how to use the Collaborative Tasks app to create, assign, and manage tasks, set priorities, and plan timelines. [04:21]
  • Notifications: A brief look at the notification system that alerts users to new tasks or updates. [05:33]

 

Step-by-Step Instructions (AI-generated from video transcript):

Based on the video at https://youtu.be/r4LmFZ1qqT0, here is a summary of how to use the 3DEXPERIENCE platform to interact with SOLIDWORKS designs and how it can provide added productivity to your current workflows.

 

Part 1: Opening and Interacting with Assemblies

  1. Create a New Tab: On the Collaborative Designer for SOLIDWORKS dashboard, create a new tab to organize your workspace.
  2. Access Product Explorer: Go to the compass icon, search for "Product Explorer," and drag the app onto the new tab.
  3. Open the Assembly: Drag the assembly you want to open from the bookmark editor app into the Product Explorer app.
  4. Interact with the Assembly: Select a component in the left widget to see it highlighted in the 3D viewer on the right widget.
  5. Use the 3D Markup App: Drag a part from Product Explorer into the 3D Markup app to start adding annotations and measurements.

Part2: Using the 3D Markup App

  1. Create a new markup: Navigate to the markup tab and create a new markup. Give it a name to begin adding annotations.
  2. Add annotations: Add notes, freehand drawings, and measurements to different slides of the model. Update the viewpoint for each slide.
  3. Share the markup: Copy the link to the markup and share it with collaborators via conversations. They can view it in presentation mode and investigate the model.

Part 3: Creating and Managing Collaborative Tasks

  1. Create a task: Start typing in the "create a task" area to specify the title. The new task will appear in your "To-Do" list.
  2. Add details: Click on the task to add a description, set its priority, and plan a timeline with start and finish dates.
  3. Assign the task: Right-click to assign the task to yourself or others. You can also add attachments like assemblies to the task.
  4. Track progress: Drag the task to "In Work" when you start working on it. You can see notifications and access tasks directly from SOLIDWORKS.

 

 

 

Note: These steps and capabilities apply to both SOLIDWORKS with Cloud Services and 3DEXPERIENCE SOLIDWORKS.

SOLIDWORKS with Cloud Services is made up of the SOLIDWORKS Design application (downloaded from www.solidworks.com) and the Design with SOLIDWORKS app (3DEXPERIENCE Addin), which is installed via the 3DEXPERIENCE platform
For 3DEXPERIENCE SOLIDWORKS, SOLIDWORKS Design and the 3DEXPERIENCE Addin are combined within the same 3DEXPERIENCE Installation.

 

More Info

Roles: 
 solidworks with cloud services   3DEXPERIENCE SOLIDWORKS 
Tags:
beginners guide cloud services 3DEXPERIENCE platform Store & Revise Bookmark Editor 3D Space Product Explorer 

 

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