SolidWorks Explorer Overview

SolidWorks Explorer SolidWorks Explorer exp logo SolidWorks Explorer Overview is a file management tool designed to help you perform such tasks as renaming, replacing, and copying SolidWorks files. You can show a document’s references, search for documents using a variety of criteria, and list all the places where a document is used. Renamed files are still available to those documents that reference them.

You can use SolidWorks Explorer with or without the SolidWorks application and with or without SolidWorks Workgroup PDM added in.

SolidWorks Explorer tip SolidWorks Explorer Overview SolidWorks Explorer is not a PDM (Product Data Management) tool; however, it does perform many useful tasks and simplifies many file management processes. You can add in The SolidWorks Workgroup PDM Contributor application to run as a standalone application inside SolidWorks Explorer.

To activate the SolidWorks Explorer:

  • From within the SolidWorks application, click Tools, SolidWorks Explorer.

  • From the Windows Start menu, click All Programs, SolidWorks <version>, SolidWorks Explorer <version>.

  • Create a shortcut by dragging the SolidWorks Explorer icon to your desktop.

Collapsed View

The first time you open SolidWorks Explorer, it appears in its collapsed view, with only the SolidWorks Search box visible:

SolidWorks Explorer exp search assistant oval SolidWorks Explorer Overview

In the collapsed view, you can:

  • Search for text strings and tags in all indexed documents, including SolidWorks and Microsoft Office documents.

  • Click Expand SolidWorks Explorer exp expand oval SolidWorks Explorer Overview to show the File Explorer pane.

  • Right-click near the outer edge and select Close or Minimize.

  • Leave the collapsed view open on your desktop. It becomes transparent while you use other applications.

  • Insert tags in documents to use as search criteria.

File Explorer

When you perform a search or click Expand SolidWorks Explorer exp expand oval SolidWorks Explorer Overview , the view expands to show the File Explorer pane, which has two tabs:

  • File Explorer SolidWorks Explorer exp tab file explorer SolidWorks Explorer Overview. Displays the folders and documents on your computer. If SolidWorks Workgroup PDM Contributor is added in, the vault view appears at the bottom of the pane.

  • Results SolidWorks Explorer tab results SolidWorks Explorer Overview. Displays results of searches.

Expanded View

When you select an item in the File Explorer pane, the fully expanded view of SolidWorks Explorer appears.

In the right pane, a graphical preview of the selected folder or document is displayed.   A control in the upper right corner lets you view or suppress the graphic.

SolidWorks Explorer preview control SolidWorks Explorer Overview

  • To suppress the preview graphic, click the left side of the control.

  • To redisplay the graphic, click the right side of the control.

Depending on the type of item selected, different tabs appear in the expanded view, where you can perform data management tasks. Each tab can contain several columns of information. Tabs include:

SolidWorks Explorer tab info SolidWorks Explorer Overview

Info. Lists information about the selected item.

SolidWorks Explorer tab files SolidWorks Explorer Overview

Files (for folders only). Lists the contents of the folder and provides previews.

SolidWorks Explorer tab properties SolidWorks Explorer Overview

Properties. Lets you add or change custom properties for a SolidWorks document.

SolidWorks Explorer tab references SolidWorks Explorer Overview

References. Lists the references of any part, assembly, or drawing document.

SolidWorks Explorer tab where used SolidWorks Explorer Overview

Where Used. Lists all the places where a specified part or assembly is used.

SolidWorks Explorer tab configurations SolidWorks Explorer Overview

Configurations. Lets you rename or delete a selected configuration in a part or assembly document, and updates its references.

SolidWorks Explorer tab hyperlinks SolidWorks Explorer Overview

Hyperlinks. Lets you list and edit hyperlinks in the selected document.

SolidWorks Explorer tab view SolidWorks Explorer Overview

View. Displays an eDrawings image of the selected part, assembly, or drawing document.

When you select a document, a mini toolbar helps you perform additional tasks.

SolidWorks Explorer tool swexplorer minitoolbar explorer SolidWorks Explorer Overview

SolidWorks Explorer updates references to and from the document appropriately.

SolidWorks Explorer tool packandgo popup SolidWorks Explorer Overview

Pack and Go. Gathers all related files for a model design (parts, assemblies, drawings, references, design tables, Design Binder content, custom and default decals, appearances, and scenes, and SolidWorks Simulation results) into a folder or zip file.

SolidWorks Explorer tool rename popup SolidWorks Explorer Overview

Rename. Renames one or more selected documents and updates all the references.

SolidWorks Explorer tool replace popup SolidWorks Explorer Overview

Replace. Replaces a selected part or assembly document and updates its references.

SolidWorks Explorer Overview