Another newb question from someone who hasn't started using PDF Professional yet...
Can I download data card info en masse? Like, to Excel? If so, can I make changes to it in Excel and re-upload it?
the short answer is yes to both - though the first is much easier. second would likely need a macro.
I'm not quite sure if you are referring to modifying data cards themselves or the data attached to files that you 'see' in the data cards. I suspect the latter so I'll answer that.
Yes, you can run a search to grab the files you want. PDM allows you create 'search columns' to pull whatever data you want from those files. The search interface will allow you to save that search result as a *.csv.
Tools to load any information changes made to a spreadsheet back to their respective files is possible but not an 'out of the box' function. However, depending on what you are doing, there are lots of tools like dispatch, etc.. that can aid in this as well.
I could have been more specific...
I'm mainly talking about the descriptions of parts. Let's say Marketing changes the product name, so we need to change the descriptions of hundreds of parts.
doesn't matter what variable it is. it is still easy to get the data out and more difficult to push updated data back in. how difficult depends on other factors. such as; is this variable "version free"?, does the user have rights to check out the files in their current state and folder?
Probably need a custom program using the PDM API.
Michael is correct. This definitely possible via API, but it not an 'out of the box' function due to many PDM details that Jeremy brings up.
SOLIDWORKS does provide example code on how to batch update variable and I have seen this done very successfully with Excel as the source.
2018 SOLIDWORKS API Help - Batch Update Card Variables Example (C#)
2018 SOLIDWORKS API Help - Batch Update Card Variables Example (VB.NET)
It sounds like it can be done, but I'm going to need a lot of help to get it set up, if I'm going to need it.
will this be one Description for hundreds of Parts or a unique description for each Part?
if it is one Desc. for all then I would just use the Task scheduler or TASK
A unique description for each part.
OK, so when I asked that question, it was about making changes to data cards using a mass upload. Now my question is...
What about uploading new data cards en masse?
datacards can be updated/replaced by the admin at any time, and are not tied to specific files. think of them as custom lenses to look at the data in the database related to the selected file. you can control which datacard is used on a per folder basis, if desired.
you can do it via an SQL query, but be VERRRRRRY careful.
PDM is manage by en sql database, so you can modify it by using queries, but if this is not done right you can crash the server and loose ALL your data.
The safe way is to go API : you need to get the file, check it out, modify the custom property (if it's mapped) or the variable in pdm, then check it in. But if you have a lot of part this could be long.
The fast way is to go sql query. This can be quite easy if the need is simple. For example, if the part have several configuration, or if you want to change a variable in specific version, this could be tricky. but this is dangerous, but it's quick.
I'll suggest you to ask your VAR (mine have a specific tool to upgrade datacard variable from an excel), and if you try to go for a query, always backup before, and test on a test vault ! Once again, if you don't know where you go, don't do an sql query !
I don't say that going with a query is the way to go, I always check with my VAR (they don't like that way of working...) before modifying fields in the database in that way. Then I always backup and run it on a test vault, but I thought that you'll be interested to known that way.
(seriously this can crash you database, be careful !)
This is the sort of thing you do with import/export rules:
2018 SOLIDWORKS PDM Help - Importing and Exporting Data (For SOLIDWORKS PDM Professional only)
Retrieving data ...