How to Export Specific Items and Settings from the SOLIDWORKS PDM Administration Tool

Problem

This article goes over exporting specific items and settings through the SOLIDWORKS PDM Administration tool. This guide is written for users of both SOLIDWORKS PDM Standard and Professional. This is useful for exporting settings to send to Support for troubleshooting.

Solution

  1. Open the PDM Administration Tool (Windows Start Menu > SOLIDWORKS PDM > Administration) and expand the desired Vault to export items and settings from
Expand Vault in Admin Tool
  1. Navigate to a specific item to export and right-click on it to select "Export". In the example below, the "Default Workflow" is being exported.
Export item
  1. A new window will open that contains both the item to be exported and its dependencies. In our example, we see the Default Workflow relies on the Revision Variable as well as the Alpha Revision Number and Component for full functionality.  Therefore, these dependencies are being exported in conjunction with the Default Workflow.
Item being exported and dependencies
  1. Click the blue and white "Save" icon in the left-hand corner of the screen
  2. Select an output location and specify a name for the .CEX file
Save the file
  1. Send the files to Technical Support by submitting a ticket

For additional support, existing customers can submit a ticket or new customers can contact Hawk Ridge Systems.

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