PDMPublisher for SOLIDWORKS PDM Professional
A task add-in for SOLIDWORKS PDM Professional. Configure it once in the Administration tool, attach it to a workflow, and every release comes out as a complete, consistently named package of PDFs, DXFs, STEPs and more, with datacard values on the page and no one at the keyboard.
✓ SOLIDWORKS PDM Professional 2018 SP0 or later
✓ Installs from the cloud with PDMDeploy, or from a .cex file
✓ Licensed per vault, with unlimited users and concurrent runs
Input
Parts, assemblies and drawings, plus Word and Excel documents, selected by a transition, a right-click or a schedule.
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Task
Export rules, naming from variables, conditions, annotations, merging and logging, all defined in the Administration tool.
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Output
PDF, DXF, STEP and other formats in the right folders, merged with a table of contents, referenced back to the source, checked in.
A repeatable process. A consistent result.
How a run starts
Once the task exists in the vault, it can be started by the workflow, by a user, or by the clock.
Workflow
Attach the task to a workflow transition, such as Released, and the package is built the moment a file moves state. Nobody has to remember.
On demand
Select files in File Explorer and run the task from Tasks in the context menu. Optionally prompt the user to pick files, references, formats or a configuration at launch.
Scheduled
Define Scheduled Items, including a CSV import of file lists, and let PDM run the task on its own schedule with no files selected.
What the task can do
The task setup lives in the SOLIDWORKS PDM Administration tool: Options, Annotations, Conditions and Scheduled Items. Here is what the Options page controls.
Export location and filename patterns built from datacard variables and placeholders. Map variables from source to output, create a PDM reference from the exported file back to its source, and remove duplicates outside the destination folder.
Export the triggering file and its references individually, process every configuration or ask the user for one, zip the whole package, and export sheet-metal parts to 1:1 flat-pattern DXF or multi-body parts as split bodies.
Merge the exported PDFs into one master file, generate a table of contents with the columns you choose, and define bookmark text for the merged document.
Publish all sheets, or only the sheets whose names match a wildcard pattern.
Get the latest version before publishing, open drawings in quick view, use PDM search to find drawings that aren't beside the model, choose which installed SOLIDWORKS version runs the task, and hide the task from File Explorer.
Pick the BOM template and calculation method for quantities, use the drawing's own BOM, and write vault activity logs, optionally synced to the server for support review.
Running publishing as a PDM task → · Vault variables, revisions and check-in → · Complete Options reference
Formats
Select any combination of formats per task. Parts, assemblies and drawings go out as CAD, drawing, PDF, web and image formats; Word and Excel documents in the vault convert to PDF alongside them.
PDF and MBD
PDF, 3D PDF
Drawings
DWG, DXF
eDrawings
EPRT, EASM, EDRW
CAD and interchange
STEP, IGES, STL, Parasolid (X_T, X_B), ACIS (SAT), 3D XML, 3MF, IFC, U3D, VRML, VDA, CGR, HCG, HSF
Web and images
HTML, XAML, JPG, TIF, BMP, AI, PSD
Office
Word and Excel to PDF
Precision
Annotations
Place text, PDM variables, BOM quantities, SQL query results and watermarks anywhere on the exported PDF, with per-annotation position, font and sheet selection.
Quantity: {BOM Quantity}
Conditions
Rules on PDM variables, file names, folders and configurations decide which references join the run. Nested AND/OR groups handle the exceptions, and children of a failed sub-assembly can be skipped.
Material contains "Steel" AND Revision ≠ ""
Task Details
The Task Details tab lists every file the run saved back into the vault, with its version, source file and folder. One click opens the full log for troubleshooting.
Cabinet-master.pdf · v3 · /Released/PDF
Pricing
The PDM Task is licensed per SOLIDWORKS PDM Professional vault, not per user, so there is no seat count to manage. Pay yearly, prepay two or three years for 10% or 15% off, or buy a perpetual licence that includes the first year of maintenance (US$599 a year after that). Running more than one vault? Set the number of vaults before you check out.
Secure checkout on bluebyte.biz, the official store of Blue Byte Systems Inc. The trial checkout total is US$0.00. The SOLIDWORKS add-in is a separate product with its own pricing.
✓ File names and export locations from vault variables
✓ Run automatically as a PDM workflow task or on a schedule
✓ Merge PDFs with an automatic table of contents and bookmarks
✓ PDF, DXF, STEP, DWG, IGES, Parasolid, eDrawings and every other supported format
✓ Export assembly references with conditions
✓ Custom annotations, watermarks and BOM quantities on PDFs
✓ Flat-pattern DXF, split bodies, ZIP packaging
✓ Vault activity logs and Task Details
Setup
Requires SOLIDWORKS PDM Professional 2018 SP0 or later and a SOLIDWORKS installation on the machine that runs the task. The latest PDM release is recommended.
Batch convert on a state change → · Conditions editor → · Installation and requirements · FAQ
1
Use PDMDeploy to install straight from the cloud, or import the .cex file from your order email into the vault with the Administration tool. Unblock the download first.
2
Right-click the add-in under Add-ins in the Administration tool, choose Manage license, and enter the key from the order email. The machine needs to reach bluebyte.biz on port 443.
3
Add a PDMPublisher task and fill in the Options, Annotations, Conditions and Scheduled Items pages. Pick the SOLIDWORKS version that will run it.
4
Add the task to a workflow transition, or run it from the right-click Tasks menu. Make sure the task host has local copies of the files, then check the Task Details tab for what was produced.
Keep exploring
Product
Publish, Save As New, Property Doctor, Clone Tree and BOM Manager, inside SOLIDWORKS.
Read more →
Hub
Every capability of the add-in and the task, explained with setup steps.
Read more →
Hub
34 step-by-step guides: SLDPRT, SLDASM and SLDDRW to STEP, PDF, DXF and more.
Read more →
Pricing
Community vs Premium, per-seat licences and what each edition unlocks.
Read more →
Publishing
Export configurations, bodies and flat patterns from SLDPRT files.
Read more →
Publishing
Sheets to PDF, DWG and DXF with sheet filters and naming patterns.
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Publishing
One release package with a table of contents and bookmarks.
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Control
Placeholders, fonts and positions for stamps on every page.
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Control
What succeeded, what failed and why, per file and per format.
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Guide
Hundreds of drawings to PDF from one selection or a PDM workflow.
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Guide
Convert DOCX and XLSX beside your CAD files with the PDM task.
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Contact
Licensing questions, a technical consultation or a partnership enquiry.
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Try the task in your own vault for seven days, or let us walk you through it with your files.