Custom File Locations

In the last NASWUG-RSA user group meeting, there was a question about custom weldment profiles, and making sure they didn’t get deleted when doing a reinstall or upgrade.  In response to this, I thought I would post a few tips on managing your customized SolidWorks files.

When running SolidWorks as a single user, it is a very good idea to move all files that will be customized (such as templates, sheet formats, blocks, library parts, weldment profiles, etc.) out of the SolidWorks install path to another location.  This way, you don’t have to worry about deleting or overwriting your customized files when uninstalling or upgrading SolidWorks.

When working with multiple users (even as little as 2), you should consider putting all the above-mentioned regularly used files in a location that is easily accessible to all users.  This location could be on one person’s machine, or (preferrably) on a network server.

There are several advantages to setting up your files in a shared location:

  1. You only have to maintain one set of data.
  2. You ensure that everyone is using the most current data.
  3. You can control who has access to the data and who can modify/add data.
  4. As above, you don’t have to worry about deleting or overwriting your files when reinstalling.

After moving the files to the shared location, it is easy to change your SolidWorks settings, and then use the Copy Settings Wizard to export the System Options (including the File Locations settings) for distribution to all users or use with an Administrative Image.

Following these suggestions can help make an administrator’s job a lot easier when it comes to file management!

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  • Can you post a more elaborate list of what files you recommend moving to a shared location. We are already sharing part, assembly, and drawing templates and a material library. We also share the toolbox library (configurations). Are there more that make sense?

    Second, when speaking of standard library files, you say, in your other posts regarding admin image creation, that "the old files will be upgraded" do you mean appended? Will they then contain any new data added as well as any legacy customized data? This concerns us most regarding the update of the toolbox hardware data.
  • Hi Ken,

    I move every file listed under "System Options|File Locations" to a shared location. (http://www.cadfanatic.com/wp-content/uploads/Im...)

    As far as Toolbox is concerned, I usually install that local. I broke from using it as a parts library several years back, and now only use it as an as-needed parts generator for our standard design library. If you have done customization of the database in some way, however, it should be shared.

    Before doing an update/upgrade, I recommend backing up the entire Toolbox solidWorks Data folder structure (especially if customized!) as well as any other customized files before attempting any updates.

    On your second question, when doing a SolidWorks update, the existing Toolbox database and parts will be upgraded to the current version being installed, along with the addition of any new items that have been included. If you are still running an older version of SolidWorks for legacy or some other reason, this will render the Toolbox inaccessible to those older versions. As far as customizations go, I seem to vaguely remember that they will stay intact, but I would still back up just in case.

    Your design library components will need to be upgraded manually to a newer version if you desire.
  • Gary Hall
    Excellent advice. Thanks Brian.
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