If you want to import a SolidWorks assembly into Vertex, you will first need to save all of the assembly files into a single folder. There are a few ways to do this from SolidWorks, Pack and Go is one way, but for very large assemblies this can be very time-consuming. Copy Tree has proven to be a quicker, more reliable way to extract and organize data into a single folder.
- To perform a Copy Tree, open the PDM vault and navigate to the folder or top-level file you would like to copy, highlight it, select Tools from the above toolbar, then select Copy Tree from the pop-out menu. The Copy Tree dialog box will then open, displaying the options for your copy function.
- Select a destination location. To choose the location you would like to copy your folder or files to, select the Browse button in the Copy Tree dialog box and browse to the location. Once you have selected the location, make sure that it is reflected in the Destination Folder Path column
- The Settings section of the Copy Tree dialog box is where you can specify what version to reference and whether or not to compress. Compressing from the PDM takes much longer than using the compression/zip after files have been copied to a folder. For the best performance using Copy Type, we suggest using the Files option and then going into the Folder afterward and zipping files up, making sure to name the zip file appropriately, matching the top-level name.
- Set the filename for the assembly to match the filename of the top-level assembly.
- Example: If the top-level assembly file is named TopLevelAssembly.sldasm, name the .zip file TopLevelAssembly.zip.
6. You can now import the zip file into Vertex.