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Leave a comment on SolidWorks Enterprise PDM–Microsoft SharePoint Integration

SolidWorks Enterprise PDM–Microsoft SharePoint Integration

May 16, 2022

Challenges:

  • Data contained in two systems: SOLIDWORKS PDM & SharePoint
  • Difficult to expose data from both systems side-by-side
  • Potential data and file redundancy, complications, and errors
  • Users prefer unified access and presentation

Solution:

  • Expose selected SOLIDWORKS PDM data and functionalities in SharePoint via an integration web part

Features:

  • Supports SOLIDWORKS PDM object queries from within SharePoint
  • Presents query results in a SharePoint data table/grid
  • Displays SOLIDWORKS PDM object metadata in SharePoint
  • Supports downloading and viewing of SOLIDWORKS PDM files in SharePoint

Benefits:

  • Extends SOLIDWORKS PDM to SharePoint users
  • Leverages Microsoft Office solutions for PLM data (project management, workspaces, issue management, etc.)
  • Provides selected and focused SOLIDWORKS PDM features in SharePoint—simplifies access to SOLIDWORKS PDM data
  • Delivers a familiar, intuitive, and customizable browser-based user experience
  • Requires minimal SOLIDWORKS PDM concepts and skill set required
  • Facilitates business and engineering processes by combining data from both platforms in a single workflow, while maintaining data integrity
  • Preserves and utilizes existing data: no need for large-scale data migration or duplication across platforms
  • Exposes SOLIDWORKS PDM data to mobile users

Additional/Upcoming Features:

  • Statistics of SOLIDWORKS PDM data and usage may be generated and displayed
  • Supports SOLIDWORKS PDM workflow responses (accept or reject) directly from within a SharePoint web part

Watch the video to learn how to integrate SOLIDWORKS PDM with SharePoint and publish data and files (both original and converted to PDF) and metadata from SOLIDWORKS PDM to Microsoft SharePoint.

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