Managing large assemblies and complex projects in SOLIDWORKS can be time-consuming, especially when it comes to saving multiple files to the 3DEXPERIENCE platform. The Batch Save in 3DEXPERIENCE SOLIDWORKS functionality simplifies this process, saving you valuable time and ensuring data consistency.
What is Batch Save in 3DEXPERIENCE SOLIDWORKS?
Batch Save in 3DEXPERIENCE SOLIDWORKS is a powerful feature within the platform that allows users to save multiple files (parts, assemblies, drawings) to the platform in a single operation. It helps manage file relationships, updates revisions, and ensures all dependencies are uploaded properly.
Why Use Batch Save in 3DEXPERIENCE SOLIDWORKS?
- Time Efficiency: Instead of saving files one at a time, Batch Save in 3DEXPERIENCE SOLIDWORKS automates the process.
- Data Integrity: Ensures linked files (e.g., assemblies and their referenced parts) are saved together to avoid missing references.
- Streamlined Collaboration: Allows teams to access the latest versions of all files on the 3DEXPERIENCE platform.
- Minimized Errors: Avoids forgetting to save critical files or breaking references in assemblies.
Pro Tips for Effective Batch Save in 3DEXPERIENCE SOLIDWORKS
Before uploading any models into the platform, it’s recommended to analyze the data to detect or correct any issues. To help with detecting a large data set, File Preparation Assistant is available within SOLIDWORKS.
To access: Go to Tools > File Preparation Assistant.
File Preparation Assistant helps us to detect and correct the following:
- File names with leading/trailing spaces (Replaces with “_”)
- Duplicate file names (Provides ability with options for merging)
- Extend file names to include at least three characters
- Detect 3DInterconnect references
- Detect missing file references
- Detect missing configuration References
- Check custom property values for consistency
To check all the above points, enable them in the File Preparation Assistant dialog box as mentioned below.
How to Use Batch Save in 3DEXPERIENCE SOLIDWORKS
Once all the checks are done and files are ready for upload, we can start the Batch Save in 3DEXPERIENCE SOLIDWORKS. By default, the Batch Save in 3DEXPERIENCE SOLIDWORKS add-in is enabled. If not, go to Tools > Add-Ins and enable it.
- To open the batch save tool in SOLIDWORKS, click Tools > Batch Save to 3DEXPERIENCE.
- Click Add Folders, navigate to the folder, and select all the necessary folders to be uploaded. (Navigate to the top-level root folder containing the files you want to save.)
- In the destination option, select the Collaborative Space in which files need to be uploaded, and select the Bookmark as well. If needed, a new Bookmark can also be added from there.
- Click Move Up & Move Down to change the order of the folders based on the priority to upload.
- To ensure that you are gathering all documents related to the model, under Options, clickInclude referenced files located outside of the selected folder(s).
- The Include referenced files located outside the selected folder option includes all the referenced files that are placed outside the selected folder for the save process. Also, these files are added in the selected bookmark if Assign Bookmark to referenced data located outside selected folder option is selected.
- After all the options are selected, click Save to run Batch Save in 3DEXPERIENCE SOLIDWORKS.
- We can also click View Report to see the details of the uploaded document and status.
Note: Since this is an asynchronous approach, it allows you to continue using SOLIDWORKS. You can work only on those files that are not in the scope of the ongoing save operation.
Author: Bhuvan Kumar A, is a seasoned Elite Application Engineer with extensive experience in SOLIDWORKS Portfolios and cutting-edge product design solutions. With a career spanning over 5 years, specializes in empowering teams to deliver innovative, high-quality designs through advanced CAD & PLM tools. Having worked on diverse projects in industries to brings a deep understanding of complex engineering challenges and how to overcome them with scalable, collaborative tools like 3DEXPERIENCE, PDM.
Contact Us: Have questions or need assistance? Feel free to reach out!
Email: mktg@egs.co.in
Phone: +91 94454 24704