Is there any way to do a mass change of metadata in PDM Pro? Either to change one term to another, or to upload a document with the data to be changed?
See S-023475 in the KnowledgeBase:
Solution Id: S-023475Product: SolidWorks Office Premium 2008 NetworkCreated: 5/28/2008Technically Reviewed Date: 3/20/2018Area: PDMWorks EnterpriseSub-Area Cards
Question: How is the SOLIDWORKS® PDM folder data card option "Update values in files" used?
Answer: The update values in the files option allows users to batch update a file data card of multiple checked out files with a value taken from the folder data card. See details in attached PDF.
Note. In SOLIDWORKS PDM 2009 the option is accessed when right-clicking on a folder and selecting "Update values in files..."
I don't even know what that means.
It sounds like what you want to do is possible.
it means that, if you want to change the value of a variable of a bunch of files to the same value, you can do it with out of the box functionality.
more involved data changes should be doable with dispatch and/or the API.
That is true.
In the SOLIDWORKS Customer Portal knowledgebase search for S-053208. This is an API example to bulk update file variable values from an Excel spreadsheet. It includes the compiled program that you can use. It can only be used with PDM Professional since PDM Standard has no API.
Thanks Mike. Apparently my account doesn't allow me access to the KnowledgeBase.
I was hoping it would be something that I could do myself. Good to know that it doesn't sound like it would be too difficult for our admin. (But it'll have to be a necessity for us.)
Retrieving data ...