Installing and working with the SOLIDWORKS plug-ins

There are two SOLIDWORKS plug-ins available for download from the OpenBOM Dashboard.

  • The SOLIDWORKS Extractor for File Explorer used for extracting BOMs directly from SOLIDWORKS from File Explorer; and
  • [In the next release] The SOLIDWORKS and Workgroup PDM (WPDM) plug-in which includes an option to retrieve data from SOLIDWORKS Workgroup PDM. You can load data from a SOLIDWORKS assembly as well as have an option to migrate data from an entire SOLIDWORKS Workgroup PDM vault to OpenBOM and to connected cloud storage. Dropbox and Onshape cloud storages are supported in the current release. More cloud storage options will come later this year such as Google Drive, Microsoft, and Autodesk.

Installation instructions for the SOLIDWORKS Extractor for File Explorer plug-in

(1) In the OpenBOM Dashboard, click the “Integrations” button and locate the SOLIDWORKS Extractor for File Explorer plug-in for download.

(2) Locate the downloaded plug-in file in File Explorer and use the Install Wizard to install the plug-in.

(3) Once the plug-in is installed, locate the desired SOLIDWORKS assembly in File Explorer, right-click and locate the OpenBOM tools. Click “Configuration” in the drop-down menu to configure OpenBOM behavior when extracting BOMs from SOLIDWORKS.

(4) In the window that will appear, enter your OpenBOM username and Password. Note: make sure you have already registered and validated your OpenBOM account. Select the desired “BOM type” by selecting from the drop-down menu: Part list, Single level BOM, or Multi level BOM. Click “OK” when done.

There’s a “Template” feature available in the configuration window.  The “Template” feature in the SOLIDWORKS plug-in lets you choose which attributes are extracted to a BOM and will allow you to customize the way a BOM is created. The video below shows you how it works.

(5) Once ready, locate the desired SOLIDWORKS assembly in File Explorer, right-click to locate the OpenBOM tools and click “Extract BOM”.

(6) OpenBOM will automatically extract a BOM as configured, in step 4, from the SOLIDWORKS assembly and provide a link that takes you directly to BOM view in OpenBOM.

The BOM view will be that of the BOM you just extracted from SOLIDWORKS. You can add more Properties, share the BOM with others both inside and outside your company.

OpenBOM will also automatically extract BOM tables should they exist. Learn more, here. And watch this video:

Installation instructions for the SOLIDWORKS and WPDM plug-in (doesn’t require WPDM to be installed to extract SOLIDWORKS BOMs)

(1) In the OpenBOM Dashboard, click the “Integrations” button and locate the SOLIDWORKS and WPDM plug-in for download.

(2) Locate the downloaded file in File Explorer.

(3) Install the plug-in with the help of the Install Wizard.

(4) In SOLIDWORKS, click the “Options” gear and under “Add-ins…” checkmark “OpenBOM for Workgroup PDM. This will add the Add-in to SOLIDWORKS.

(5) Click the “Settings” gear and enter your OpenBOM username and Password. Note: make sure you have already registered and validated your OpenBOM account. Select the desired BOM type: Part list, Single level BOM, Multi level BOM.

When you export a BOM from SOLIDWORKS you can select an option to automatically extract PDF or 3D PDF files and store them in connected cloud storage with links to an appropriate item in a BOM. Currently supported are Dropbox and Onshape. Also, in the case of Onshape, files will be automatically translated into Onshape native geometry. Checkmark “Send CAD files to cloud” to migrate data from an entire SOLIDWORKS Workgroup PDM vault to OpenBOM and connected cloud storage. Note: If SOLIDWORKS WPDM is not connected, then only the data in the current SOLIDWORKS model will be sent to the connected cloud storage. If you want to include PDFs, click the “Send PDFs:” drop-down menu and select either PDF or 3D PDF for extraction to cloud storage.

Click the “Cloud storage” drop-down menu to select the desired connected cloud storage. Dropbox and Onshape cloud storages are currently supported. More cloud storage options will be supported such as Google Drive, Microsoft, and Autodesk.

(6) Click the document icon to the right of the settings gear Add-in to extract a BOM from either the current SOLIDWORKS model or WPDM (if connected). You can use the OpenBOM Monitor tool to monitor the progress of the upload to the connected cloud storage. Note: the OpenBOM Monitor is an executable that is automatically downloaded as part of the SOLIDWORKS WPDM plug-in. Locate and launch prior to extracting a BOM.

(7) Once extracted, click the link to take you directly to OpenBOM BOM view. If you are not signed in, you’ll be asked to sign-in again. If you opted to send CAD files to the cloud, a link will automatically appear in the BOM.

Clicking the link will take you to the desired connected cloud storage. In this case, to Onshape storage where Onshape automatically converts SOLIDWORKS components into Onshape readable Parts Studio.