SOLIDWORKS plug-in installation

The SOLIDWORKS plug-in is available for download from the OpenBOM Dashboard.

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. Various cloud file storage providers are supported in the current release.

Here are the steps for installing and using the SOLIDWORKS plug-in

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

(2) Click on the desired CAD plug-in link. The plug-in will automatically download to your PC.

(3) Click “Download SOLIDWORKS and WPDM plug-in” from the list of plugins. Once downloaded, install the plug-in with the help of the Install wizard:

(4) Within SOLIDWORKS, the OpenBOM add-in will have been automatically installed. Click it and this is what you should see:

(5) Click the “Settings” gear icon to configure the various export options from SOLIDWORKS to OpenBOM and as desired, to cloud file storage providers. Let’s start by entering your OpenBOM login and password in the configuration dialog:

(6) Select from the various configuration options:

BOM Template: Used to create and specify what SOLIDWORKS properties to extract to the BOM. Here’s a short video if you’re interested in learning more:

BOM type: Select the desired BOM type to extract, Part List, Single Level, and Multi Level

Cloud settings: Use these settings to connect items in your BOM extracted from SOLIDWORKS to one of the supported cloud file storage providers. Check “Cloud settings“. Note: if you leave “Cloud settings” unchecked, that’s perfectly okay! OpenBOM will still extract the BOM.

Choose the desired cloud file storage system you want to connect to your BOM. IMPORTANT: OpenBOM does not extract files from these file storage systems. Rather, OpenBOM exports items extracted from the CAD system, in this case SOLIDWORKS, into the chosen cloud file storage system and references them in OpenBOM via a link. Also, you need to first have an account with the desired cloud file storage system before moving on to the next step…

Once the desired cloud file storage system is selected, click “Authorize” and follow the prompts.

 

Once you’ve authorized OpenBOM to place BOM items in the desired cloud file storage system you can check Send CAD files to include CAD files. Check Send PDF files to send a 2D or 3D PDF file. 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. 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 “OK” when done.

(7) Click “Export (current assembly)” to export your BOM from SOLIDWORKS to OpenBOM (and if selected, to the chosen cloud file storage).

(6) Here is an example, per the steps above, of how your BOM will look. Notice the links to Dropbox. The “PDF File in Dropbox” was automatically added to the BOM. Clicking any link therein will take you directly to Dropbox. Your BOM can now be shared with others.

Videos:

 

 

 

 

 

 

 

 

 

 

 

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: