Tags: 3DExperience

9 Beginner Mistakes to Avoid When Choosing 3D CAD Software

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9 Beginner Mistakes to Avoid When Choosing 3D CAD Software

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Choosing 3D CAD software is about more than comparing feature lists and license prices. For an engineering team, the right CAD solution needs to fit the way you design, collaborate, manage data, and deliver products.

Whether you’re selecting your first professional CAD platform or replacing an existing solution, the evaluation process can quickly become overwhelming. Different platforms may excel in different areas, and the solution with the longest list of features isn’t necessarily the one that will make your team more productive.

At Solidxperts, we help engineering and manufacturing teams evaluate CAD solutions based on their real-world requirements. Here are nine common mistakes to avoid when choosing 3D CAD software.

Key Takeaways: 9 Mistakes to Avoid When Choosing 3D CAD Software

  • Don’t choose software based on features alone; evaluate how well it fits your team’s actual workflow.

  • Consider data management, collaboration, and interoperability requirements early in the evaluation process.

  • Make sure your hardware can handle the assemblies, drawings, simulation, and other workloads your team expects.

  • Factor training, technical support, and implementation into the total cost of ownership.

  • Test software with real-world design tasks before making a long-term commitment.

  • Think about where your team will be in three to five years, not just what it needs today.

1. Focusing on Features Instead of Workflow Fit

A CAD platform might offer hundreds of tools and capabilities, but that doesn’t mean all of them will be useful to your team.

It’s easy to get caught up comparing feature checklists during a software evaluation. One solution might offer a particular modeling tool that another doesn’t, while another might have more advanced simulation, automation, or collaboration capabilities. But individual features don’t tell the whole story.

Instead, start with your team’s actual workflow.

How do you create parts and assemblies? How complex are your assemblies? How are drawings created and released? Do you rely heavily on configurations, sheet metal, weldments, or design automation? How do engineers collaborate on projects?

Then evaluate how naturally each CAD solution supports those processes.

The best CAD software isn’t necessarily the one with the most features. It’s the one that helps your team accomplish its most important tasks efficiently.

2. Ignoring Data Management Requirements

Design files tend to multiply quickly. Parts, assemblies, drawings, revisions, configurations, and related documents can create a significant amount of data even for a relatively small engineering team.

Managing that information through folders and file naming conventions may work initially, but it can become increasingly difficult as projects and teams grow.

This is where Product Data Management (PDM) and Product Lifecycle Management (PLM) solutions can become important. A good data management strategy can help teams control revisions, manage relationships between files, find the correct design information, and establish more reliable workflows.

When evaluating CAD software, consider how it works with your existing or planned data management environment.

For some organizations, traditional file-based PDM may be the right approach. Others may benefit from a broader platform that combines design data management, collaboration, and lifecycle management. Cloud-based platforms such as 3DEXPERIENCE can be worth considering when centralized access and collaboration are important requirements.

The key is to think about data management before your file library becomes difficult to manage—not after.

3. Overlooking Integration With Existing Tools

Your CAD software doesn’t operate in isolation.

Engineering teams often rely on simulation, CAM, rendering, electrical design, manufacturing, ERP, PDM, PLM, and other systems. The ability to move information between these tools can have a major impact on productivity.

For example, consider what happens when you import or export common file formats. Does the geometry transfer reliably? Are references maintained? What happens to assemblies, drawings, materials, configurations, or other design information?

Also consider the tools your team may need in the future. A CAD platform that works well for modeling today might become limiting if your organization later introduces simulation, manufacturing automation, or more advanced data management.

Interoperability isn’t just about whether a software package can open a particular file. It’s about how much additional work is required to move information through your overall engineering process.

4. Underestimating the Training Investment

A CAD platform can be powerful and intuitive while still requiring time to learn properly.

A software demonstration can make advanced modeling look easy, but using those tools efficiently in a real production environment is a different matter. Engineers also need to understand modeling best practices, design intent, assemblies, drawings, and workflows—not just where to find individual commands.

That’s why training should be considered part of the software investment rather than an optional extra.

Consider what your team actually needs:

  • Initial software training

  • Role-specific or advanced training

  • Best-practice guidance

  • Ongoing education as new features are introduced

  • Access to technical support and learning resources

The right training approach will depend on your team’s experience and the complexity of the software. But investing in adoption early can help your team reach productivity faster and avoid developing inefficient habits.

5. Skipping Hardware Compatibility Checks

Modern 3D CAD software can place significant demands on your workstation.

Large assemblies, detailed models, drawings, rendering, simulation, and other resource-intensive workloads can expose hardware limitations very quickly. A workstation that performs well for basic office applications may not provide the performance required for professional CAD work.

Before selecting a platform, compare its system requirements with your existing hardware.

Don’t just look at the minimum requirements, either. Think about how your team actually works. If engineers routinely work with large assemblies or simulation studies, hardware requirements may be significantly higher than those needed for basic part modeling.

Graphics hardware, processor performance, RAM, storage, and display configuration can all affect the user experience.

And if your current workstations aren’t up to the task, include potential hardware upgrades in your overall evaluation and budget.

6. Choosing Based on Price Alone

License cost is important, but it shouldn’t be the only number you compare.

The real cost of a CAD platform can include software licenses, subscriptions or maintenance, workstation upgrades, training, implementation, data management, technical support, and the productivity impact of switching systems.

There’s also the cost of workflows that don’t work particularly well.

If engineers have to rely on manual workarounds, repeatedly repair imported geometry, manage files manually, or spend excessive time looking for design information, those inefficiencies can add up over time.

That’s why it’s useful to consider the total cost of ownership (TCO) rather than simply comparing the initial price of two licenses.

A solution that costs more upfront may ultimately provide better value if it helps your team work more efficiently and scale with the organization.

7. Neglecting Scalability

Your engineering requirements probably won’t stay the same.

Your team may grow from five users to twenty. Assemblies may become more complex. Projects may involve multiple locations. Customers may expect faster design cycles. Your organization may introduce simulation, manufacturing automation, or more advanced data management.

When evaluating CAD software, consider whether the platform can grow with you.

Look beyond basic part modeling and ask questions such as:

  • How does it handle large assemblies?

  • Can additional users and departments be added easily?

  • How does it support collaboration?

  • Can design data be managed centrally?

  • Does it integrate with simulation, CAM, or other engineering tools?

  • What options exist for automation?

  • Can the platform support cloud-based workflows when required?

For example, a platform such as 3DEXPERIENCE can provide capabilities beyond CAD, including collaboration and data management, which may be valuable as an organization’s requirements evolve.

You don’t need to purchase every possible capability on day one. But you should understand what your options are when your needs change.

8. Forgetting About Technical Support

Even the best CAD software can present challenges.

Installations can fail. Files can become corrupted. Performance problems can appear. A new workflow may not behave the way you expected. And sometimes a problem occurs just before a critical project deadline.

That’s when technical support becomes much more than a nice-to-have.

When comparing CAD solutions, investigate the support you’ll actually receive. Look at response times, available resources, training options, and—perhaps most importantly—whether you can speak with people who understand engineering workflows and the software you’re using.

Online documentation and user communities are valuable resources, but there are situations where having an experienced technical specialist troubleshoot a specific problem can save significant time.

If you’re working with a CAD reseller or VAR, consider the expertise available after the sale as part of the overall value of the solution.

9. Rushing the Evaluation Process

Choosing CAD software is a significant decision, but project deadlines and pressure to modernize can make it tempting to move too quickly.

A short demonstration isn’t enough to understand how a platform will perform in your environment.

Whenever possible, test the software using real-world design challenges. Open representative parts and assemblies. Create drawings. Test the workflows your engineers use every day. If data management or collaboration is important, test those processes too.

And involve the people who will actually use the software.

Engineers often identify practical workflow issues that aren’t obvious during a sales demonstration. Getting their feedback early can help prevent unpleasant surprises after implementation.

A thorough evaluation doesn’t have to take months. It simply needs to focus on the right questions and realistic use cases.

How to Choose the Right CAD Software for Your Team

Avoiding these nine mistakes comes down to one principle:

Evaluate CAD software against your actual workflow, not a hypothetical one.

Before comparing solutions, document your team’s current requirements. Consider your modeling and drawing workflows, assembly sizes, data management needs, existing software, hardware, collaboration requirements, and plans for future growth.

Then test potential solutions against those requirements.

At Solidxperts, we can help you evaluate your CAD requirements and identify the right combination of software, training, data management, and technical support for your organization. Whether you’re adopting professional 3D CAD for the first time, replacing an existing solution, or looking to improve your current workflow, a structured evaluation can help you make a more informed decision.

Not sure where to start? Contact our team to discuss your CAD requirements and explore the solutions that best fit your workflow.

FAQ

What is the most common mistake when choosing 3D CAD software?

One of the most common mistakes is focusing too heavily on feature lists instead of workflow fit. A CAD platform may offer impressive capabilities that your team rarely uses while making everyday tasks more complicated. Start by documenting your actual design processes and evaluate software against those requirements.

How important is data management when choosing CAD software?

Data management becomes increasingly important as your number of users, projects, revisions, and design files grows. Even small teams can benefit from thinking about how files will be organized, accessed, revised, and shared. Depending on your requirements, PDM or a broader PLM platform may be worth considering.

Should beginners prioritize training when selecting CAD software?

Yes. Even user-friendly CAD software requires time to learn, particularly when teams need to develop efficient modeling and design practices. Consider the training resources, onboarding options, and technical support available with each solution, not just the software itself.

How can I evaluate CAD software without rushing the decision?

Test the software using real-world projects or representative design challenges rather than relying exclusively on demonstrations or tutorials. Involve the engineers who will use the software and evaluate important workflows such as part and assembly modeling, drawings, data management, and collaboration.

What role does technical support play in CAD selection?

Technical support can have a significant impact on productivity when issues arise. When evaluating solutions, consider response times, support availability, technical expertise, training resources, and whether you’ll have access to specialists who understand your specific engineering environment.

Why should I consider scalability when starting with CAD?

Your requirements may change as your organization grows. You may add users, work with larger assemblies, introduce new engineering tools, or require more sophisticated collaboration and data management. Choosing a platform that can evolve with your organization can help avoid another major software transition later.

Should I choose CAD software based on price?

Price should be one factor, but not the only one. Consider the total cost of ownership, including licenses, hardware, training, support, data management, implementation, and potential productivity gains or losses. The least expensive license isn’t necessarily the least expensive solution over the long term.

Michael Habrich

3DEXPERIENCE Specialist

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    3DEXPERIENCE Platform Security: 6 Essential Pillars

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    3DEXPERIENCE Platform Security: 6 Essential Pillars

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    When engineering teams move product data and collaboration workflows to the cloud, one question inevitably comes up:

    How secure is our data?

    For organizations managing intellectual property, engineering designs and other sensitive information, cloud security is about much more than preventing unauthorized access. It also involves privacy, regulatory requirements, service availability, software quality and the responsible use of artificial intelligence.

    Dassault Systèmes addresses these concerns through six areas highlighted in its Trust Center: Security, Regulatory Compliance, Quality, Privacy, Availability and Trusted AI.

    These six pillars work together to create a broader framework for customer trust. At the same time, security in the cloud follows a shared responsibility model: Dassault Systèmes protects the platform and its underlying infrastructure, while customers remain responsible for how they configure and use the environment.

    This article summarizes the key concepts discussed during our webinar on artificial intelligence, cloud computing and security on the 3DEXPERIENCE platform.

    At a Glance: How Does 3DEXPERIENCE Approach Security?

    The 3DEXPERIENCE platform’s cloud security approach combines security-by-design practices, vulnerability testing, incident response, privacy controls, quality management, resilient infrastructure and Trusted AI principles.

    However, moving to the cloud doesn’t mean an organization can stop thinking about security.

    Customers still need to manage their users, permissions, devices and data appropriately. Understanding where the provider’s responsibilities end, and where the customer’s responsibilities begin, is one of the most important parts of evaluating any cloud platform.

    The Shared Responsibility Model

    Before looking at the six pillars, it’s important to understand one fundamental concept: cloud security is a shared responsibility.

    Dassault Systèmes’ Shared Responsibility Model defines the respective responsibilities of Dassault Systèmes and its customers for operational security and compliance.

    Customer responsibilities include:

    • Customer data

    • Devices and endpoints

    • Identity and access management

    Dassault Systèmes responsibilities include:

    • Applications

    • Operating systems

    • Virtualization

    • Physical resources such as compute, network and storage

    • Physical datacenters

    The shared responsibility model

    In practical terms, Dassault Systèmes is responsible for protecting the cloud service and the infrastructure that supports it. The customer remains responsible for deciding who should have access to its data, assigning appropriate permissions and securing the devices used to connect to the platform.

    This distinction is critical.

    A highly secure cloud platform cannot prevent an organization from giving a user more access than they need or failing to remove a former employee’s access.

    The 6 Pillars of 3DEXPERIENCE Trust

    1. Security

    Security is the first layer that most organizations think about when evaluating a cloud platform—and for good reason.

    Dassault Systèmes describes its approach as security by design, meaning security requirements are integrated into the software development and operational lifecycle rather than being added after the fact.

    The security program includes measures such as:

    • Secure software development practices

    • Continuous threat monitoring

    • Vulnerability management

    • Static and dynamic application security testing (SAST and DAST)

    • Software composition analysis

    • Penetration testing

    • A private bug bounty program

    • Incident response through the Dassault Systèmes Computer Security Incident Response Team (CSIRT)

    The 3DEXPERIENCE platform on the cloud also has security certifications and assessments, including ISO/IEC 27001:2022 and ISO/IEC 27017:2015 certifications.

    The goal isn’t to rely on a single security mechanism, but to use multiple layers of protection throughout the platform lifecycle.

    2. Regulatory Compliance

    Security and compliance are closely related, but they aren’t the same thing.

    Organizations operating in industries such as aerospace, automotive, life sciences, medical devices or other regulated environments may have specific requirements for how information is stored, processed and managed.

    The Dassault Systèmes Trust Center provides information about applicable certifications, regulatory requirements and compliance programs. Current resources include information related to regulations such as the EU Data Act, NIS2, the Cyber Resilience Act and DORA.

    However, there’s an important distinction:

    A vendor’s certification does not automatically make a customer compliant.

    Organizations still need to determine which requirements apply to their own industry, jurisdiction and processes, and then configure and use the platform accordingly.

    The Trust Center is therefore an important resource for IT, security, legal, quality and compliance teams evaluating 3DEXPERIENCE.

    3. Quality

    Security isn’t the only factor that determines whether a cloud platform can be trusted.

    Software quality, development practices and continuous improvement also play an important role.

    Dassault Systèmes maintains a Quality Management System (QMS) designed to embed quality throughout the software development lifecycle. The QMS governing the 3DEXPERIENCE platform is certified to ISO 9001:2015 for activities including design, development, deployment, cloud operations and support.

    For organizations operating in regulated environments, quality management can also support requirements around validation, traceability and controlled processes.

    In other words, trust isn’t simply about keeping unauthorized users out. It’s also about having structured processes designed to deliver reliable software and continuously improve it.

    4. Privacy

    Security protects information from unauthorized access, while privacy focuses on how personal information is collected, processed and managed.

    Dassault Systèmes maintains a Data Privacy Program that includes dedicated governance, employee training and technical and organizational measures. The 3DEXPERIENCE platform on the cloud is also certified to ISO/IEC 27701:2019 for privacy information management and ISO/IEC 27018:2019 for controls related to personally identifiable information in public cloud services.

    Privacy requirements can vary depending on the type of information involved and the jurisdictions in which an organization operates.

    For that reason, companies should consider questions such as:

    • What personal information is being processed?

    • Why is it being collected?

    • Who has access to it?

    • Where is it processed?

    • Which privacy regulations apply?

    Understanding these questions is particularly important when engineering organizations collaborate with customers, suppliers or other external stakeholders.

    5. Availability

    Security is only useful if your team can access the platform when it needs to.

    3DEXPERIENCE cloud availability relies on cloud operations, monitoring, resilient infrastructure and redundancy mechanisms designed to support service continuity. Dassault Systèmes also provides customers with access to cloud status and maintenance information through the Health Console.

    The platform’s infrastructure is distributed across multiple geographic regions, with 3DEXPERIENCE data centers listed across the Americas, Europe and Asia-Pacific.

    Availability is also another example of shared responsibility.

    A cloud provider can maintain resilient infrastructure, but customers still need to consider their own internet connectivity, endpoint devices, authentication processes and internal business continuity procedures.

    3DEXPERIENCE cloud availability

    6. Trusted AI

    Artificial intelligence introduces another dimension to the question of trust.

    As AI becomes increasingly integrated into engineering and collaboration workflows, organizations need to understand not only what AI can do, but also how it is governed.

    Dassault Systèmes’ Trusted AI approach is based on six principles:

    • Human supervision and control

    • Robustness, security and privacy

    • Intellectual property and data protection

    • Transparency and explainability

    • Inclusivity and equity

    • Sustainability

    Dassault Systèmes' Trusted AI approach is based on six principles:

    The emphasis on human supervision is particularly relevant for engineering.

    AI can assist with tasks such as finding information, summarizing content, automating selected activities and supporting decision-making. However, users remain responsible for reviewing and validating the results appropriate to their use case.

    Dassault Systèmes also publishes documentation describing the intended purpose of individual AI-based functionalities, providing greater transparency about how AI is incorporated into its solutions.

    What about customer data and AI?

    This is one of the most important questions organizations should ask when evaluating AI features.

    Rather than making a blanket assumption about how customer information is handled, organizations should review the specific AI functionality, applicable contractual terms, data governance documentation and hosting environment involved.

    Dassault Systèmes states that its AI capabilities are governed through privacy-by-design and security-by-design principles, with controls intended to protect confidentiality, integrity and intellectual property.

    Because AI functionality and terms can evolve, reviewing the current documentation for the specific capability being deployed is the best way to evaluate how your organization’s data will be handled.

    Why Does This Matter to Small and Mid-Sized Businesses?

    Security can be particularly challenging for small and mid-sized organizations.

    Maintaining an on-premises infrastructure requires resources for servers, operating system updates, security patches, backups, monitoring, access management and incident response.

    Moving to a cloud platform doesn’t eliminate those responsibilities entirely, but it changes where they sit.

    A cloud provider can take responsibility for a significant portion of the underlying infrastructure and operational security. The customer can then focus its resources on the areas it directly controls, such as:

    • User identities and permissions

    • Data governance

    • Endpoint security

    • Employee awareness

    • Internal procedures

    • Business continuity

    This division of responsibility can be an important consideration when comparing cloud and on-premises environments.

    10 Questions to Ask Before Adopting 3DEXPERIENCE Cloud

    Before moving engineering data to the cloud, organizations should consider:

    • What types of data will be stored on the platform?

    • Who should be able to view, modify or share that data?

    • How will user roles and permissions be managed?

    • How will access be reviewed and removed when employees leave?

    • Are appropriate security measures enabled on user devices?

    • Which regulatory or certification requirements apply to our organization?

    • Where will our data be hosted and processed?

    • Which AI capabilities do we plan to use?

    • What contractual and data governance terms apply to those AI capabilities?

    • Have our IT, security, legal and quality teams reviewed the relevant Trust Center documentation?

    These questions can help turn a general discussion about “cloud security” into a practical evaluation of your organization’s actual requirements.

    Building Trust in Cloud-Based Engineering

    3DEXPERIENCE security isn’t based on a single feature or certification.

    It is the result of multiple technical, organizational and governance practices working together, from secure software development and vulnerability testing to privacy, quality management, resilient infrastructure and responsible AI.

    Just as importantly, security is a shared responsibility.

    The better question isn’t simply:

    “Is the cloud secure?”

    Instead, organizations should ask:

    “What protections does the provider implement, what responsibilities remain with us, and how will we manage our data and users every day?”

    Understanding those responsibilities is the first step toward making an informed decision about cloud-based engineering.

    Want to evaluate how 3DEXPERIENCE could fit into your organization’s security, collaboration and data management requirements? Contact the Solidxperts team to discuss your environment and requirements.

    FAQ

    Is the 3DEXPERIENCE platform secure?

    The platform uses multiple security measures, including security-by-design practices, vulnerability testing, threat monitoring, incident response and resilient cloud infrastructure. However, overall security also depends on how customers manage their users, data, devices and access rights.

    Who is responsible for security in 3DEXPERIENCE Cloud?

    Security follows a shared responsibility model. Dassault Systèmes is responsible for the applications and underlying cloud infrastructure, while customers remain responsible for their data, devices/endpoints and identity and access management.

    Does Dassault Systèmes perform vulnerability testing?

    Yes. Its security program includes SAST, DAST, software composition analysis, penetration testing and a private bug bounty program.

    Can 3DEXPERIENCE support regulated organizations?

    The platform and Dassault Systèmes’ broader Trust Center include certifications, assessments and compliance resources that can support organizations with regulatory requirements. However, organizations must determine which requirements apply to their specific industry, region and use case.

    Does AI replace the engineer?

    No. Dassault Systèmes’ Trusted AI principles emphasize human supervision and control. AI is intended to support people and their decision-making, while appropriate human oversight remains important.

    Where can I find more information about 3DEXPERIENCE security?

    The Dassault Systèmes Trust Center provides current information about security, privacy, quality, regulatory compliance, availability and Trusted AI, including certifications, assessments and other resources.

    Michael Habrich

    3DEXPERIENCE Specialist

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    Whether you’re ready to get started or just have a few more questions, you can contact us toll-free:

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      AI in SOLIDWORKS: What’s New in FD03

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      AI in SOLIDWORKS: What’s New in FD03

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      SOLIDWORKS AI in FD03: Meet LEO, Your New Engineering Assistant

      Artificial Intelligence in SOLIDWORKS continues to evolve at an impressive pace. While FD02 introduced several AI-powered tools, FD03 changes the experience entirely by making AI conversational.

      Instead of opening separate commands or navigating multiple PropertyManagers, many of SOLIDWORKS’ newest AI capabilities are now accessed through LEO, the new SOLIDWORKS AI Virtual Companion.

      Meet LEO

      Think of LEO as an engineering assistant built directly into SOLIDWORKS. Rather than replacing engineers or making design decisions for you, it helps automate repetitive tasks, answer technical questions, and simplify complex workflows using natural language.

      Let’s take a look at everything that’s new in SOLIDWORKS FD03.

      LEO Is Becoming the New Way to Work in SOLIDWORKS

      One trend immediately stands out in FD03.

      Rather than adding another collection of disconnected AI tools, Dassault Systèmes is building a single conversational interface that ties everything together.

      Need to generate a macro?

      Ask LEO.

      Need to simplify an assembly?

      Ask LEO.

      Need to create a drawing?

      Ask LEO.

      Ask LEO.

      Instead of memorizing commands or digging through menus, you’re increasingly able to describe what you want using plain language.

      This isn’t about replacing engineering expertise. It’s about reducing the number of clicks between an idea and the result.

      Smarter CAD Editing with Intent to CAD

      One of the biggest improvements in FD03 is the continued evolution of Intent to CAD.

      The BREP to Parametric CAD capability introduced in FD02 is now integrated directly into LEO.

      Imported STEP and IGES files are often nothing more than non-parametric geometry, making them difficult to modify without manually rebuilding features.

      Now, simply ask LEO to convert imported geometry into an editable feature-based SOLIDWORKS model.

      This is particularly useful for:

      • Reverse engineering projects

      • Supplier CAD

      • Customer-supplied models

      • Legacy CAD data

      Instead of rebuilding models from scratch, engineers can begin making design changes almost immediately.

      Smarter CAD Editing with Intent to CAD

      Engineering Guidance Gets Much Smarter

      FD03 dramatically expands the number of engineering tasks LEO can assist with.

      Rather than acting like a search tool, LEO now becomes an active design assistant throughout the modeling process.

      Generate SOLIDWORKS Macros

      Automation has traditionally required knowledge of VBA programming.

      Now you simply describe the task you’d like to automate.

      Examples include:

      • Rename every configuration

      • Export every drawing sheet as a PDF

      • Rename selected files

      • Batch update custom properties

      LEO generates the VBA macro automatically and opens it directly in the editor, where you remain in complete control before running it.

      For many users, this will be their first practical introduction to SOLIDWORKS automation.

      Generate SOLIDWORKS Macros

      Surface Area Reports

      Need to know how much paint or coating a model requires?

      Rather than manually measuring geometry, LEO can calculate:

      • Entire part surface area

      • Selected bodies

      • Individual faces

      • Face groups by colour

      It’s a small feature that could save a surprising amount of time in manufacturing workflows.

      Surface Area Reports

      Scale Assist

      Scaling parts has always been possible.

      Scaling them while keeping dimensions meaningful has been another story.

      Scale Assist regenerates dimensions after resizing so drawings continue reflecting the actual model dimensions instead of scaled values.

      It’s particularly useful when adapting existing designs into different product sizes.

      Natural Language Selection

      Anyone who’s spent time selecting dozens, or hundreds, of faces knows how tedious it can become.

      Now you can simply tell LEO what you need.

      Examples include:

      Select every red face.

      Select all visible sheet metal bodies.

      Select all cylindrical faces.

      Less clicking.

      Fewer mistakes.

      Faster workflows.

      Material Appearance Manager

      Introduced in FD02 and expanded in FD03, Material Appearance Manager now works through conversational prompts.

      Instead of manually editing appearances one feature at a time, LEO can identify, highlight and update materials throughout assemblies while maintaining visual consistency.

      Material Appearance Manager

      Equation Assistant

      Writing equations inside SOLIDWORKS has never been difficult, but remembering the correct syntax certainly can be.

      Equation Assistant allows engineers to describe the relationship they want.

      LEO creates the equation, validates the syntax and even helps troubleshoot errors before they’re applied.

      Equation Assistant

      Expert SOLIDWORKS Guidance

      Perhaps one of the most underrated additions is Expert Guidance.

      Instead of searching the Help documentation or the internet, LEO provides modelling recommendations based on SOLIDWORKS best practices directly inside your workflow.

      For newer users, it’s almost like having a CSWA-level mentor available whenever you need one.

      Expert SOLIDWORKS Guidance

      AI Makes Drawing Creation Even Easier

      Drawing automation continues to improve significantly.

      FD02 introduced Auto-Generate Drawings.

      FD03 transforms it into a conversational workflow.

      Instead of navigating dozens of PropertyManagers, you simply tell LEO what you want.

      LEO can now:

      • Create drawing views

      • Change view scales

      • Position views

      • Rotate views

      • Adjust line weights

      • Insert annotations

      • Generate flat patterns

      • Create bend tables

      • Export DXF

      • Export PDF

      The goal isn’t to replace engineering review.

      It’s to eliminate the repetitive setup work that consumes so much time.

      AI Makes Drawing Creation Even Easier

      Automatic Assembly Instructions

      Another brand-new capability is Assembly Instruction Generation.

      Using your existing CAD data, LEO can automatically generate step-by-step assembly instructions complete with visual snapshots.

      Potential applications include:

      • Manufacturing work instructions

      • Service documentation

      • Training manuals

      • Assembly guides

      Documentation has traditionally been one of the least enjoyable parts of engineering.

      This feature could dramatically reduce that workload.

      Automatic Assembly Instructions

      Smarter Large Assembly Management

      FD03 also builds on the Assembly Performance improvements introduced in FD02.

      Instead of simply identifying performance issues, LEO can now actively recommend solutions.

      Thread Simplification

      Modeled threads consume significant system resources.

      LEO can identify imported fasteners with modeled threads and convert them into cosmetic threads while preserving drawing representation.

      The result is smaller files and noticeably faster assembly performance.

      Thread Simplification

      AI-Guided SpeedPak Creation

      SpeedPak has always been one of SOLIDWORKS’ most powerful large assembly tools.

      Many users simply aren’t sure when, or how, to use it effectively.

      LEO now recommends appropriate SpeedPak strategies based on your assembly structure and automatically generates them for you.

      For companies working with large assemblies every day, this could become one of the most valuable additions in FD03.

      AI-Guided SpeedPak Creation

      PLM Information Without Leaving SOLIDWORKS

      For customers using Cloud Services or the 3DEXPERIENCE platform, LEO continues to bridge the gap between CAD and PLM.

      Rather than navigating multiple dashboards, you can simply ask questions like:

      • Who owns this file?

      • What revision is it?

      • Are there pending approvals?

      • What configurations exist?

      • Are there open change actions?

      It’s another example of AI reducing navigation while making information easier to access.

      What FD03 Means for SOLIDWORKS Users

      If FD02 introduced AI-powered tools, FD03 introduces an AI-powered workflow.

      LEO is gradually becoming the central interface for interacting with SOLIDWORKS, allowing engineers to work more naturally using conversation instead of commands.

      More importantly, SOLIDWORKS continues to take a practical approach to AI.

      None of these features attempt to replace engineers.

      Instead, they focus on reducing repetitive work, improving productivity, and helping users get more value from SOLIDWORKS without changing the way they already design.

      That’s exactly where AI delivers the greatest benefit.

      Ready to Explore SOLIDWORKS AI?

      Many of the features introduced in FD03 are available as part of the latest SOLIDWORKS Design Functional Delivery, with additional capabilities continuing to roll out throughout the year.

      At Solidxperts, we’re continuously testing the latest AI enhancements so we can help our customers understand not just what’s new, but how to apply these tools to real engineering projects.

      Whether you’re looking to modernize your design workflow, improve productivity, or simply explore what AI can do inside SOLIDWORKS, our team is here to help.

      Michael Habrich

      3DEXPERIENCE Specialist

      Follow me on LinkedIn

      LinkedIn

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      Any questions? Need help? Ask one of our experts.

      Whether you’re ready to get started or just have a few more questions, you can contact us toll-free:

        By submitting this form, I consent to receive electronic communication from Solidxperts Inc. You can unsubscribe at any moment.

        SOLIDWORKS AI: Auto-generate SOLIDWORKS Macros

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        SOLIDWORKS AI: Auto-generate SOLIDWORKS Macros

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        Editor’s Note (Updated): This article captures our initial observations after discovering the AI Macro Generation interface in an early SOLIDWORKS 2026 release. Since then, the feature has been officially introduced in SOLIDWORKS 2026 FD03. We’ve left this article online for historical context, but we recommend reading our updated guide for the most current information and feature walkthrough.

        Is SOLIDWORKS About to Generate Macros for You?

        If you’ve been exploring the latest updates in SOLIDWORKS 2026 SP2.1 and 3DEXPERIENCE FD02, you might have noticed something… unexpected.

        Buried under Tools > Macro, there’s a new option:
        “Auto-generate”, complete with the AURA logo.

        At first glance, it doesn’t do much (yet). But it raises an interesting question:

        👉 Is SOLIDWORKS getting ready to generate macros for you using AI?

        Let’s take a closer look at what’s going on, and what it could mean for your day-to-day work.

        What We Found in the Interface

        Here’s where things get interesting.

        Inside the Macro menu, alongside familiar options like Record and Edit, there’s now:

        • Auto-generate

        • Marked with the AURA icon

        At the same time, digging into the AI Labs tab reveals something even more telling:

        Macro Generation listed as a competency

        That’s not placeholder language. That’s a capability label.

        So… What Is AURA, Exactly?

        If you’ve followed recent updates on the 3DEXPERIENCE platform, you’ve probably heard of AURA.

        AURA is Dassault Systèmes’ push into context-aware AI assistance, not just generating content, but actually:

        • Understanding what you’re doing

        • Anticipating next steps

        • Helping automate repetitive tasks

        In other words, it’s not just “AI for show.” It’s meant to sit inside your workflow.

        Macro generation fits that direction perfectly.

        Why This Matters (More Than It Looks)

        Let’s be honest, macros in SOLIDWORKS are powerful, but:

        • Most users don’t write them

        • Many rely on recorded macros (which are fragile)

        • Editing VBA code isn’t exactly user-friendly

        Now imagine this instead:

        👉 You describe what you want:

        “Rename all selected components using this convention”

        👉 And SOLIDWORKS builds the macro for you.

        That’s the gap this feature is aiming to close.

        What AI Macro Generation Could Look Like

        While the feature isn’t active yet, we can make some realistic assumptions based on current AI direction:

        1. Prompt-Based Automation

        You type a request, similar to how you interact with AI tools today.

        2. Context Awareness

        Instead of generic scripts, it understands:

        • Assembly structure

        • Selected components

        • Active document type

        3. Editable Output

        It likely generates:

        • VBA macros (initially)

        • Possibly with explanations or annotations

        4. Iterative Refinement

        Not quite right? Adjust the prompt instead of rewriting code.

        Is This Feature Live Yet?

        Short answer: No, not fully.

        Right now:

        • The Auto-generate option appears in the UI

        • But doesn’t execute (at least in SP2.1 environments we’ve tested)

        This strongly suggests:

        • It’s either feature-gated

        • Or not yet connected to backend AI services

        So no, you’re not missing a setting, it’s just not ready.

        Not an Easter Egg, A Direction

        It’s tempting to think this was accidentally left in the UI.

        But given:

        • The AURA branding

        • The AI Labs “Macro Generation” competency

        • The broader AI rollout in FD02

        This looks intentional.

        👉 More likely: a preview of what’s coming next

        What This Means for SOLIDWORKS Users

        If (or when) this becomes active, it could shift how teams approach automation:

        Less Dependency on API Expertise

        You won’t need to:

        • Learn VBA

        • Dig through API documentation

        Faster Process Standardization

        Teams could quickly:

        • Build repeatable workflows

        • Enforce naming conventions

        • Automate tedious cleanup tasks

        Lower Barrier to Entry

        More users can leverage automation, not just power-users.

        A Practical Example

        Let’s say your team regularly:

        • Imports vendor models

        • Needs to clean up feature trees

        • Apply materials

        • Rename files

        Today:

        • That’s either manual

        • Or handled by a fragile macro

        With AI macro generation:

        You could describe the workflow once, and reuse it reliably.

        Where This Fits in the Bigger Picture

        This isn’t happening in isolation.

        Dassault Systèmes is clearly moving toward:

        • AI-assisted modeling

        • Context-aware recommendations

        • Automation without coding

        Macro generation is just one piece of that puzzle.

        Should You Be Excited?

        Cautiously yes.

        But with realistic expectations:

        • First versions will likely be limited

        • Output may need validation

        • Complex workflows might still require manual refinement

        Still, even a 50% time savings on repetitive tasks is meaningful.

        Final Thoughts

        Right now, the Auto-generate macro button is more promise than product.

        But it tells us something important:

        👉 SOLIDWORKS isn’t just adding AI features, it’s rethinking how users interact with automation.

        And if this lands the way it’s intended, it could make one of the most underused features in SOLIDWORKS… actually usable.

        Want to Stay Ahead of What’s Coming?

        At Solidxperts, we keep a close eye on updates like this—not just what’s announced, but what’s emerging.

        If you want help:

        • Identifying automation opportunities

        • Preparing your team for AI-assisted workflows

        • Or getting more out of your SOLIDWORKS environment

        Reach out at info@solidxperience.com, we’re always happy to talk shop.

        Michael Habrich

        3DEXPERIENCE Specialist

        Follow me on LinkedIn

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        Any questions? Need help? Ask one of our experts.

        Whether you’re ready to get started or just have a few more questions, you can contact us toll-free:

          By submitting this form, I consent to receive electronic communication from Solidxperts Inc. You can unsubscribe at any moment.

          Uninstalling 3DEXPERIENCE SOLIDWORKS and the SOLIDWORKS Connector

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          Uninstalling 3DEXPERIENCE SOLIDWORKS and the SOLIDWORKS Connector

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          Both 3DEXPERIENCE SOLIDWORKS (SOLIDWORKS Connected) and the Design with SOLIDWORKS connector can be removed directly from the 3DEXPERIENCE platform. If platform access is no longer available, they can also be uninstalled through Windows.

          Below are the recommended methods, starting with the simplest approach.

          Option 1: Uninstall from the 3DEXPERIENCE Platform

          This is the preferred method when you still have access to your 3DEXPERIENCE tenant.

          1. Log in to the 3DEXPERIENCE platform.

          2. Click the Compass (image) icon in the upper-left corner.

          3. Under My Roles, select:

            • 3DEXPERIENCE SOLIDWORKS (for SOLIDWORKS Connected), or

            • Collaborative Designer for SOLIDWORKS (for the Design with SOLIDWORKS connector)

          Steps for uninstalling 3DEXPERIENCE SOLIDWORKS components

          4. Locate the SOLIDWORKS app under the selected role.

          5. Click the down arrow next to the app and select Uninstall.

          ### **Alt text (EN)** Steps to uninstall 3DEXPERIENCE SOLIDWORKS components on Windows

          You’ll be prompted to confirm the uninstall twice. Confirm both messages to proceed.

          User interface showing SOLIDWORKS Connector uninstallation processInterface showing the progress of uninstalling the SOLIDWORKS Connector in 3DEXPERIENCE SOLIDWORKS on Windows

          Once complete, a confirmation message will appear at the bottom of the apps window indicating the uninstall was successful.

          Uninstall Progress Window for SOLIDWORKS Connector in 3DEXPERIENCE

          Option 2: Uninstall from the Windows Control Panel

          If access to the 3DEXPERIENCE platform has been discontinued, you can uninstall using Windows.

          1. Open the Windows Control Panel

            • The quickest way is to click Start and search for Control Panel

          2. Select Uninstall a program

            • If using icon view, go to Programs and Features

          Window showing the progress of removing the SOLIDWORKS Connector in 3DEXPERIENCE SOLIDWORKS on Windows

          3. Locate one of the following:

            • Dassault Systèmes R20XXx SOLIDWORKS (for SOLIDWORKS Connected)

            • Dassault Systèmes xCAD Connectors (for the SOLIDWORKS Connector)

          4. Select the application and click Uninstall/ChangeUser interface displaying the ongoing uninstallation of the SOLIDWORKS Connector within 3DEXPERIENCE SOLIDWORKS

          5. Confirm the uninstall when prompted

          A progress dialog will appear. Once it closes, the uninstall is complete.

          Performing a Clean Uninstall (Advanced)

          In rare cases typically when reinstalling or resolving persistent issues a clean uninstall may be required.

          Important: This process involves removing system components and editing the Windows registry. We strongly recommend working with your IT team or Solidxperts Technical Support before proceeding.

          Step 1: Remove Prerequisites

          After uninstalling SOLIDWORKS Connected or the SOLIDWORKS Connector, return to Control Panel → Uninstall a program and remove only the following items.

          ⚠️ Do not uninstall other Microsoft Visual C++ versions, as they may be required by other applications.

          • 3DEXPERIENCE Launcher

          • CEF for SOLIDWORKS Applications

          • Dassault Systèmes Software VC10 Prerequisites x86-x64

          • Dassault Systèmes Software VC11 Prerequisites x86-x64

          • Microsoft Visual C++ 2012 Redistributable (x86 & x64)

          • Microsoft Visual C++ 2013 Redistributable (x86 & x64)

          • Microsoft Visual C++ 2015–2019 Redistributable (x86 & x64)

          • Microsoft Visual Studio Tools for Applications 2019

          • WPTx64

          • Visual Basic (VBA) 7.1

          Step 2: Delete Remaining Folders

          Some folders may be hidden. In File Explorer, enable View → Show → Hidden items.

          Delete the following folders if they exist:

          C:\Program Files\Dassault Systemes\SOLIDWORKS 3DEXPERIENCE
          C:\Program Files\Dassault Systemes\B4XXxcadconnectors
          C:\Program Files\Common Files\SOLIDWORKS Shared
          C:\Program Files (x86)\Common Files\SOLIDWORKS Shared
          C:\Users\Public\Documents\SOLIDWORKS
          C:\Users\Public\Documents\Dassault Systemes
          C:\ProgramData\DassaultSystemes\3DEXPERIENCELauncher
          C:\ProgramData\SOLIDWORKS
          C:\Users\<UserName>\AppData\Roaming\DassaultSystemes
          C:\Users\<UserName>\AppData\Roaming\SOLIDWORKS
          C:\Users\<UserName>\AppData\Local\TempSWBackupDirectory
          C:\Users\<UserName>\AppData\Local\DassaultSystemes
          C:\Users\<UserName>\AppData\Local\SolidWorks

          Step 3: Clean the Registry (Advanced)

          ⚠️ Caution: Incorrect registry changes can cause serious system issues. Always consult an IT professional before proceeding.

          Remove the following registry keys if present:

          HKEY_CURRENT_USER\Software\Dassault Systemes\SolidWorks Shared
          HKEY_CURRENT_USER\Software\Dassault Systemes\SolidWorksPDM
          HKEY_CURRENT_USER\Software\SolidWorks
          HKEY_LOCAL_MACHINE\SOFTWARE\Dassault Systemes\SolidWorksPDM
          HKEY_LOCAL_MACHINE\SOFTWARE\Dassault Systemes\SwxConnectors
          HKEY_LOCAL_MACHINE\SOFTWARE\Dassault Systemes\V6_Common
          HKEY_LOCAL_MACHINE\SOFTWARE\SolidWorks
          HKEY_LOCAL_MACHINE\SOFTWARE\Srac
          HKEY_LOCAL_MACHINE\SOFTWARE\WOW6432Node\SolidWorks

          Step 4 and Final Step: Restart

          Once all steps are complete, restart the computer to finalize the cleanup.

          Final Thoughts

          In most cases, uninstalling directly from the 3DEXPERIENCE platform or Windows Control Panel is all that’s required. A clean uninstall should only be used when troubleshooting or preparing for a fresh installation.

          If you have questions or run into issues, your Solidxperts Technical Support team is here to help just reach out.

          Looking to go further?

          • Check out more tips and tutorials on our YouTube channel.

          • Explore best practices with our experts.

          • Or reach out to our team, we’re here to help you get the most out of your platform.

          Your platform should work the way your team works and we’re here to help make that happen.

          Michael Habrich

          3DEXPERIENCE Specialist

          Follow me on LinkedIn

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          Any questions? Need help? Ask one of our experts.

          Whether you’re ready to get started or just have a few more questions, you can contact us toll-free:

            By submitting this form, I consent to receive electronic communication from Solidxperts Inc. You can unsubscribe at any moment.

            SOLIDWORKS Design vs Onshape: Which CAD Platform Is Right for Your Team?

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            SOLIDWORKS Design vs Onshape: Which CAD Platform Is Right for Your Team?

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            Choosing a CAD platform is a bigger decision than just comparing modeling tools.

            Today, engineering teams need to think about collaboration, data management, cloud connectivity, licensing flexibility, training requirements, and even AI-powered productivity tools. Whether you’re replacing an older CAD system, evaluating cloud CAD for the first time, or planning for future growth, the platform you choose will impact your workflow for years.

            Two of the most common options being evaluated today are SOLIDWORKS Design and Onshape.

            Both are professional CAD solutions that support parametric modeling and offer cloud connected workflows. But they are built around very different philosophies.

            Let’s break down the differences.

            Quick Answer: SOLIDWORKS Design or Onshape?

            If your team wants a mature, industry-standard CAD platform with powerful desktop performance, extensive engineering tools, flexible licensing options, and access to the broader 3DEXPERIENCE ecosystem, SOLIDWORKS Design is typically the stronger choice.

            If your priority is a browser only CAD environment with simplified deployment and built-in cloud collaboration, Onshape may be worth considering.

            The right answer depends on your team’s workflows, product complexity, and long-term goals.

            What Is SOLIDWORKS Design?

            SOLIDWORKS Design is the latest evolution of the SOLIDWORKS portfolio.

            It combines the CAD environment engineers have trusted for decades with modern cloud services, collaboration tools, revision management, and AI-powered capabilities through the 3DEXPERIENCE platform.

            Today, organizations can choose between multiple deployment approaches:

            SOLIDWORKS Design Single-User License

            A named-user license connected directly to cloud services and the 3DEXPERIENCE platform.

            Benefits include:

            • Access from multiple devices

            • Built-in cloud collaboration

            • Cloud file and revision management

            • Continuous updates

            • AI-enabled cloud services and tools

            SOLIDWORKS Design Device License

            A machine-based license designed for organizations that prefer traditional deployment methods.

            Benefits include:

            • Local installation control

            • Machine-based activation

            • Multi-user workstation environments

            • Optional cloud connectivity

            • Support for controlled IT deployment strategies

            Both licensing options provide access to Cloud Services and future expansion into the broader 3DEXPERIENCE ecosystem.

            Comparison of SOLIDWORKS Design and Onshape interfaces to help teams choose the right CAD platform.SOLIDWORKS CAD Modeling Environment

            What Is Onshape?

            Onshape is a fully browser based CAD platform.

            Unlike traditional desktop CAD, there is no local installation. Users access their CAD environment through a web browser, and all data is stored in the cloud.

            Because the platform is cloud-native, Onshape provides:

            • Real time collaboration

            • Built-in version history

            • Browser based access

            • Automatic updates

            • Simplified IT deployment

            This makes it attractive for distributed teams, startups, educational institutions, and organizations looking to avoid workstation management.

            Side-by-side comparison of SOLIDWORKS and Onshape highlighting key features for engineering teams.

            Onshape CAD Modeling Environment

            SOLIDWORKS Design vs Onshape: The Biggest Differences

            Modeling Experience

            Both platforms use modern parametric modeling workflows.

            However, SOLIDWORKS Design still offers a more mature and feature rich modeling environment for many engineering use cases.

            Areas where SOLIDWORKS continues to excel include:

            • Large assemblies

            • Weldments

            • Routing

            • Drawings and detailing

            • Manufacturing documentation

            • Simulation integration

            • CAM integration

            • Advanced surfacing workflows

            For many engineers, SOLIDWORKS remains the benchmark for production ready mechanical design.

            Onshape delivers a modern modeling experience and continues to evolve rapidly, but some organizations transitioning from mature desktop CAD environments may find certain advanced workflows less developed.

            Performance

            This is where deployment philosophy matters.

            SOLIDWORKS Design

            Most CAD calculations happen locally on workstation hardware.

            Advantages:

            • Excellent performance on complex assemblies

            • Direct access to GPU resources

            • Better support for demanding engineering workloads

            • Less dependence on internet speed during modeling

            Onshape

            All modeling calculations occur on cloud infrastructure.

            Advantages:

            • Lower workstation requirements

            • Easy access from almost any device

            • Consistent performance across users

            For engineering teams working on large products, machinery, manufacturing equipment, or highly detailed assemblies, local workstation performance still offers significant advantages.

            Data Management

            Historically, data management was a major differentiator.

            Today, the gap is much smaller.

            Onshape

            Includes cloud-based data management by default.

            Users benefit from:

            • Version history

            • Branching workflows

            • Built-in collaboration

            • Cloud storage

            SOLIDWORKS Design

            Includes Cloud Services and can scale directly into the 3DEXPERIENCE platform.

            Organizations can start with:

            • Share and Markup

            • Store and Revise

            • Collaborative Spaces

            • Cloud revision management

            And later expand into:

            • Product lifecycle management (PLM)

            • Change actions

            • Governance workflows

            • Enterprise collaboration

            This creates a growth path from basic collaboration all the way to enterprise level product development.

            What About SOLIDWORKS xDesign?

            This is an important distinction that often gets overlooked.

            When comparing browser-based CAD, the most direct comparison is often SOLIDWORKS xDesign versus Onshape, not SOLIDWORKS Design versus Onshape.

            SOLIDWORKS xDesign is Dassault Systèmes’ cloud-native design solution, running entirely in a web browser with no local installation required. It combines modeling, collaboration, lifecycle management, and cloud storage directly within the 3DEXPERIENCE platform.

            Overview of SOLIDWORKS Design and Onshape showing differences in workflow and collaboration features.

            SOLIDWORKS xDesign Modeling Environment

            For organizations that like the flexibility of browser-based CAD but want to stay within the SOLIDWORKS ecosystem, xDesign is often worth evaluating alongside Onshape.

            Many companies ultimately adopt a hybrid strategy:

            • SOLIDWORKS Design for advanced mechanical design

            • SOLIDWORKS xDesign for cloud-native collaboration and conceptual work

            • 3DEXPERIENCE for data management and lifecycle control

            AI Features: SOLIDWORKS vs Onshape

            AI is becoming part of every CAD discussion, but it’s important to separate practical tools from marketing buzzwords.

            Neither platform has a “design my product” button.

            Instead, both focus on productivity improvements.

            AI in Onshape

            Onshape currently offers AI Advisor, an AI-powered assistant designed to answer questions and guide users through workflows using Onshape documentation and training resources as its knowledge base.

            AI Advisor can:

            • Answer workflow questions

            • Recommend best practices

            • Surface documentation

            • Provide troubleshooting guidance

            • Deliver contextual assistance inside the platform

            Importantly, Onshape states that AI Advisor does not currently generate designs or make engineering decisions.

            Visual comparison of SOLIDWORKS Design and Onshape focused on team collaboration and cloud capabilities.

            Onshape AI Advisor

            AI in SOLIDWORKS

            SOLIDWORKS has been expanding its AI roadmap aggressively through both desktop and cloud-connected tools.

            Recent AI capabilities include:

            • Auto-Generate Drawings

            • Command Predictor

            • Fastener Recognition

            • Assembly Performance Evaluator

            • Material Appearance Manager

            • BREP-to-Parametric CAD conversion

            • Design Change Impact analysis

            • PLM Model Insights

            • AURA AI Assistant

            Rather than acting as a documentation assistant, many of these tools directly interact with engineering workflows and CAD data.

            The goal isn’t replacing engineers. It’s reducing repetitive work, accelerating documentation, improving performance, and helping teams make decisions faster.

            Illustration comparing SOLIDWORKS Design and Onshape to help determine the best CAD solution for design teams.

            SOLIDWORKS AI Lab

            Which Platform Is Better for Growing Companies?

            This is often the most important question.

            For startups prioritizing fast deployment and simple browser access, Onshape can be an attractive option.

            For companies expecting growth, increasing product complexity, manufacturing integration, simulation requirements, or future PLM adoption, SOLIDWORKS Design often provides a more scalable path.

            One of the biggest advantages of the SOLIDWORKS ecosystem is that organizations don’t need to commit to everything on day one.

            You can start with:

            • SOLIDWORKS Design

            • Cloud Services

            • Basic collaboration

            Then gradually expand into:

            • PDM

            • PLM

            • Simulation

            • Manufacturing

            • Electrical

            • Cloud-native design

            • AI-driven workflows

            Without changing CAD platforms.

            Why work with Solidxperts?

            Choosing software is only part of the project.

            Implementation, training, data management strategy, and user adoption are often what determine whether a deployment succeeds.

            At Solidxperts, we work with organizations every day that are evaluating:

            • SOLIDWORKS Design

            • SOLIDWORKS xDesign

            • Cloud Services

            • 3DEXPERIENCE

            • PDM and PLM solutions

            • CAD migration projects

            Whether you’re moving from another CAD platform, modernizing your data management strategy, or exploring AI-enabled workflows, our team can help you build a roadmap that fits your reality not just a software brochure.

            The goal isn’t simply choosing a CAD tool.

            It’s building a design environment that will still make sense five years from now.

            Looking to go further?

            Michael Habrich

            3DEXPERIENCE Specialist

            Follow me on LinkedIn

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            Any questions? Need help? Ask one of our experts.

            Whether you’re ready to get started or just have a few more questions, you can contact us toll-free:

              By submitting this form, I consent to receive electronic communication from Solidxperts Inc. You can unsubscribe at any moment.

              Managing Roles on the 3DEXPERIENCE Platform

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              Managing Roles on the 3DEXPERIENCE Platform

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              More and more organizations are moving to the 3DEXPERIENCE platform to streamline collaboration, improve data management, and connect their teams. One of the most important pieces of a successful rollout is understanding how Roles work, how they’re assigned, and how licensing is managed.

              In this article, we’ll walk through the full lifecycle of Role management, from inviting members to your tenant to assigning Roles individually or by group.

              Platform Administrator Access

              The steps outlined below require you to be a 3DEXPERIENCE Platform Administrator for your company tenant.

              If you don’t see the Platform Management or Members Management dashboards:

              • Reach out to your internal 3DEXPERIENCE administrator, or

              • If you are the admin and still can’t access them, contact your technical support team to help resolve the issue.

              Screenshot showing how to manage user roles and permissions on the 3DEXPERIENCE platform.

              Members Control Center

              Once you have the appropriate permissions, open the Members Control Center from:

              • The Members Management Dashboard, or

              • The Members tab within the Platform Management Dashboard

              This is your main workspace for:

              • Reviewing existing members

              • Viewing available Roles and license counts

              • Managing additional apps assigned to the tenant

              3DEXPERIENCE platform interface displaying tools for managing user roles, access rights, and responsibilities.

              Licensing Options (Before You Assign Roles)

              Before assigning any Roles, it’s a good idea to review the licensing behavior for your tenant.

              From the Members Control Center, select Configure Members Options.

              There are two key settings to review:

              1. License Expiration

              We strongly recommend enabling Automatically ungrant expired roles from members or groups.
              This ensures that:

              • Roles are automatically removed when licenses expire

              • Users don’t encounter access errors due to expired licensing

              2. Invitations from Administrators

              The option Allow administrators to grant roles without assigning automatically the associated license controls how external users access Roles:

              • Enabled: external users can use their own licenses

              • Disabled: licenses must come from your tenant

              Taking a moment to configure these options upfront can prevent licensing issues down the road.

              View of the 3DEXPERIENCE platform showing role configuration and assignment for team members.

              Understanding Member Role Assignments

              To see how these settings affect a specific user:

              1. Go back to Invite & Grant Roles

              2. Select Details for a member

              Each Role represents a purchased license and unlocks access to specific apps and capabilities.

              Key options include:

              Assign License:

              • Enabled → license is consumed from your tenant
              • Disabled → external user uses a license from another tenant

              Restrict Usage to the Platform:

              • Enabled → license can only be used on this tenant
              • Disabled → license can be used across tenants

              User management dashboard in the 3DEXPERIENCE platform used to assign, modify, and monitor platform roles.

              Assigning Roles to Members

              To assign Roles:

              1. Click View All to see every available Role

              2. Use search if needed, by Role name or trigram (for example, UES for Collaborative Designer for SOLIDWORKS)

              3. Set the licensing options for the Role

              4. Select the checkbox to grant it

              3DEXPERIENCE administration tools used to manage user roles and access permissions.

              If a Role requires prerequisites, you’ll be prompted to add them automatically. Simply confirm to proceed.

              3DEXPERIENCE platform screen illustrating the organization of user roles and permissions within a company.

              Inviting New Members

              Roles can also be assigned during the invitation process. You can invite users from:

              • My Platform Control Center

              Centralized management of user roles, licenses, and access permissions within the 3DEXPERIENCE environment.

              • Members Control Center

              3DEXPERIENCE administration interface used to define user roles, responsibilities, and access levels.

              Steps to Invite a Member:

              1. Click Invite Member

              2. Enter one or more email addresses

              3. Choose user rights:

              • Member
              • Tenant Administrator (always a good idea to have a backup admin)
              • External User

              4. Optionally include a personal message

              5. Click Next to select Roles

              User management on the 3DEXPERIENCE platform with role assignment and application access control.

              Choose the Roles to assign, review any prerequisite requirements, and configure licensing options if needed.

              3DEXPERIENCE administration panel showing user profile management and associated role configuration.

              In the final step, select any available apps and click Invite to complete the process.

              3DEXPERIENCE interface for user role management with options to assign and update permissions.

              Requesting Roles (User-Initiated)

              Users can also request Roles directly from the platform:

              1. Open the Compass

              2. Go to Company

              3DEXPERIENCE administration screen displaying a user list and their assigned roles configuration.

              3. Select a Role and click Request

              3DEXPERIENCE interface displaying role and access management settings for platform users.

              The administrator will receive both a platform notification and an email.

              Approving Role Requests:

              1. Open the Members Control Center

              2. Select Manage Requests

              3. Open the request tile

              3DEXPERIENCE configuration screen showing selection and assignment of user roles based on permissions.

              4. Click Accept to grant the Role

              3DEXPERIENCE administration interface showing user role management with filtering and assignment options.

              Assigning Roles Using Groups

              Groups are a powerful way to manage Roles at scale.

              Creating a User Group:

              1. Open the User Groups app (via the Compass)

              3DEXPERIENCE dashboard displaying available roles and their assignment to platform users.

              2. Click Create Group

              3DEXPERIENCE management screen showing role selection and customization of access rights for each user.

              3. Enter a name and description

              • Tip: name the group after the Role it will receive

              3DEXPERIENCE administration console for viewing, assigning, and managing user roles in a collaborative environment.

              4. Click Create

              5. Add members to the group and save

              3DEXPERIENCE interface showing user role management with search, filtering, and permission assignment options.

              Assigning Roles to a Group:

              1. Go to Members Control Center → Invite & Grant Roles

              2. Open Details for the desired Role

              3DEXPERIENCE interface displaying user role management with a preview of permissions associated with each role.

              3. Switch to the Groups tab

              4. Select the appropriate group and confirm any prerequisite Roles

              3DEXPERIENCE administration screen illustrating user role management and access rights structure within the platform.

              Any user added to the group will automatically receive the assigned Role.

              Removing Members from the Tenant

              When a user no longer needs access:

              1. Open the Members Control Center

              2. Select Details for the member

              3. Go to Settings

              4. Remove the user from the tenant

              3DEXPERIENCE user role management interface showing available roles and their assignment to organization members.

              Warning Make sure to remove any roles that have been assigned to that user before removing them from the platform to avoid any issues with future re-assignment.

              check mark button The best practice is to use User Groups to assign roles, that way you can simply remove a user from the User Group to remove their roles.

              Final Thoughts

              Managing Roles effectively is key to getting the most value from the 3DEXPERIENCE platform. With the right setup, you can ensure users have exactly the tools they need no more, no less while keeping licensing clean and manageable.

              Looking to go further?

              Your platform should work the way your team works and we’re here to help make that happen.

              Michael Habrich

              3DEXPERIENCE Specialist

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              Whether you’re ready to get started or just have a few more questions, you can contact us toll-free:

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                FAQ: AI at the Core of SOLIDWORKS and 3DEXPERIENCE

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                FAQ: AI at the Core of SOLIDWORKS and 3DEXPERIENCE

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                What is AI in SOLIDWORKS?

                At its core, SOLIDWORKS AI refers to a set of intelligent capabilities that assist engineers by automating repetitive tasks, providing design guidance, and enabling workflow orchestration through built-in features and Virtual Companions that can be interacted with using natural language.

                What AI features are currently available in SOLIDWORKS?

                Currently, available capabilities include automated drawing generation, general design assistance through an interactive chat interface, command prediction, sketch analysis and repair, fastener recognition, and many additional features that are being rapidly developed and expanded.

                Learn more about what’s available in SOLIDWORKS AI.

                Stay up to date with the latest SOLIDWORKS Design features.

                What is the difference between built-in AI features and Virtual Companions in SOLIDWORKS?

                On one hand, built-in AI refers to machine learning-based capabilities that enhance existing design workflows. On the other hand, Virtual Companions are AI assistants that can be engaged using natural language to access knowledge and perform specific tasks. Both built-in AI features and Virtual Companions are available directly within the SOLIDWORKS Design user interface.

                What are the roles of the new Virtual Companions?

                Unlike generic conversational agents, our companions embody AI at the heart of engineering, grounded in physics and causality.

                Name

                Specialty

                Example Application (E-Foil Wing)

                AURA

                Knowledge and Context

                Balances requirements for strength, lightweight construction, and water resistance (for example, choosing between carbon fiber and fiberglass).

                LEO

                Engineering Reasoning

                Optimizes the strength-to-weight ratio using carbon composites, specifically unidirectional carbon fiber with epoxy resin for stiffness and fatigue resistance.

                MARIE

                Materials Science

                Analyzes critical factors such as density (1.6 g/cm³), elastic modulus, and resistance to water-induced degradation.

                How do these entities collaborate to optimize a project?

                Innovation emerges from the combination of multiple perspectives. AURA explores the range of possibilities, MARIE grounds the project in rigorous materials science, and LEO ensures mechanical and manufacturing feasibility. Together, they help identify the optimal technical solution without compromising safety or manufacturability.

                Why is the move to the Cloud essential for these new AI capabilities?

                Knowledge extraction, deep data mining, and the execution of complex AI models require significant computing power. Cloud infrastructure is the only practical way to provide these resources flexibly and cost-effectively to organizations of all sizes.

                Does SOLIDWORKS AI use customer data for training?

                No. Customer data is not used to train AI models. Governance controls ensure the protection of intellectual property. You can learn more by visiting the 3DS Trust Center.

                Can AI automatically create drawings?

                Yes. SOLIDWORKS Design includes the ability to automatically generate 2D drawings by interacting with Virtual Companions using natural language. Drawings can be created according to specified standards, templates, and dimensioning schemes, helping accelerate the documentation process.

                Can AI automate repetitive CAD tasks?

                Yes. SOLIDWORKS AI automates repetitive engineering tasks such as drawing creation and assembly structure generation. Additional capabilities will continue to be introduced in future releases.

                How does SOLIDWORKS AI protect intellectual property?

                SOLIDWORKS AI ensures that customer intellectual property remains isolated and secure. Learn more about the specific security protocols by visiting the 3DS Trust Center.

                How do I get started with AI in SOLIDWORKS?

                Start by exploring the built-in AI capabilities and current Virtual Companion features available through the AI Lab task pane directly within SOLIDWORKS Design. Access to Virtual Companions requires Cloud Services to be enabled, which are included with every SOLIDWORKS Design license.

                Can AI automatically fix CAD models?

                AI can identify issues, explain errors, and suggest corrections. However, engineers remain responsible for reviewing and approving any modifications.

                Will AI replace CAD designers and engineers?

                No. AI helps automate repetitive tasks and uncover valuable insights, but engineers remain responsible for design intent, validation, and decision-making.

                Want to Learn More?

                Discover more tips and tutorials on our YouTube channel.

                Explore best practices with our experts.

                Or contact our team, we’re here to help you get the most out of your platform.

                Benoit Bilodeau

                Senior Solutions Architect

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                  Exporting Derived Outputs from the 3DEXPERIENCE Platform

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                  Exporting Derived Outputs from the 3DEXPERIENCE Platform

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                  On the 3DEXPERIENCE platform, Derived Outputs such as PDFs, DXFs, STEP files, and other neutral formats are created from your CAD data for downstream use. These files are often shared with customers, suppliers, or partners who don’t have access to your platform tenant.

                  In this article, we’ll walk through a few practical ways to package and export Derived Outputs so they’re ready to send outside your organization.

                  Note: Dassault Systèmes provides general documentation on Derived Outputs. If you need help with setup, automation, or best practices, our technical support and implementation teams are always happy to help.

                  Choosing the Right Method

                  There are a couple of different apps and workflows you can use, each with its own advantages depending on:

                  • The number of files involved

                  • Whether you’re working with a single assembly or many

                  • How much cleanup you want to do afterward

                  Let’s take a look at the most common approaches.

                  Using the Product Explorer App

                  Method 1: Download Derived Outputs from a Single Assembly

                  1. Open the assembly in Product Explorer that already has Derived Outputs.

                  2. Select the top-level assembly node (it will highlight in blue).

                  User exporting derived output files from the 3DEXPERIENCE Platform interface.

                  3. Click the Information (i) icon in the lower toolbar.

                  Derived outputs including PDF, DXF, and STEP files displayed within the 3DEXPERIENCE Platform.

                  This opens the information side panel.

                  4. Navigate to Derived Formats.

                  Engineer preparing CAD-derived files for external sharing using the 3DEXPERIENCE Platform.

                  5. Click Download All Derived Outputs.

                  Export settings window for derived outputs on the 3DEXPERIENCE Platform.

                  6. Choose which 2D and 3D formats you want to include.

                  7. Name the ZIP file and click Download.

                  Downloading multiple derived outputs from the 3DEXPERIENCE Platform in a packaged folder.

                  If you’ve added multiple assemblies to Product Explorer, you’ll need to repeat this process for each one.

                  Trade-off:

                  • ✔ Clean output (Derived Outputs only)

                  • ✖ One assembly at a time

                  Method 2: Export Multiple Assemblies at Once

                  If you need to collect outputs from several assemblies or even unrelated parts, this method is much faster.

                  1. Add assemblies or parts to Product Explorer.

                  2. Select multiple items using checkboxes or Shift + Select.

                  3. Click Export As from the bottom toolbar.

                  Example of neutral CAD file formats generated from SOLIDWORKS data in 3DEXPERIENCE

                  4. Name the export, enable Expand All, and set the Derived Format Options.

                  5. Click Export.

                  Collaboration workflow using exported derived outputs from the 3DEXPERIENCE Platform.

                  A background job will start.

                  Once complete:

                  • A notification appears in the upper-right corner.

                  User selecting derived output files for export from a project dashboard in 3DEXPERIENCE.

                  • Click the notification to open the CAD Data Processor Monitoring app.

                  • Use the Download button to retrieve the ZIP file.

                  Exported PDF and STEP files ready for downstream manufacturing and review.

                  This ZIP will include both CAD files and Derived Outputs. To keep only the outputs, simply open the ZIP in Windows Explorer, sort by file type, and remove any files you don’t need.

                  Trade-off:

                  • ✔ Multiple assemblies or mixed files at once

                  • ✖ Manual cleanup required

                  Using the Bookmark Editor App

                  Method 1: Download Outputs from a Single Assembly

                  1. Locate the assembly in a bookmark (or add it to one).

                  2. Right-click the assembly and choose Information, or open the side panel

                  3. In the window or side panel, navigate to Derived Outputs.

                  4. Click Download All Derived Outputs.

                  Packaging derived outputs into a ZIP archive from the 3DEXPERIENCE Platform.

                  This workflow mirrors the single-assembly method in Product Explorer.

                  Trade-off:

                  • ✔ Simple and clean

                  • ✖ One assembly at a time

                  Method 2: Export Multiple Items from a Bookmark

                  This method works the same way as the multi-selection approach in Product Explorer.

                  1. Add all required assemblies or parts to a bookmark.

                  2. Select the files you want.

                  3. Click Export As from the upper toolbar.

                  Digital workflow illustrating the transfer of derived outputs from CAD to external stakeholders.

                  4. Configure the Derived Format options and start the export.

                  As before, the resulting ZIP will include CAD data along with the Derived Outputs, so some cleanup may be required.

                  Trade-off:

                  • ✔ Ideal for large batches or mixed content

                  • ✖ Requires removing CAD files afterward

                  Final Thoughts

                  Whether you’re sending a single PDF or packaging dozens of STEP and DXF files, the 3DEXPERIENCE platform gives you flexible ways to get the right data out securely and efficiently.

                  The key is choosing the method that best fits your situation:

                  • Single assembly, clean output → Download All Derived Outputs

                  • Multiple files, faster packaging → Export As

                  Looking to go further?

                  • Check out more tips and tutorials on our YouTube channel.

                  • Explore best practices with our experts.

                  • Or reach out to your Solidxperts team we’re here to help you get the most out of your platform.

                  Michael Habrich

                  3DEXPERIENCE Specialist

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                  Whether you’re ready to get started or just have a few more questions, you can contact us toll-free:

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                    3DDrive vs. 3DSpace: What’s the Difference?

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                    3DDrive vs. 3DSpace: What’s the Difference?

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                    The 3DEXPERIENCE platform includes a powerful set of tools designed to support collaborative product development. Two of the most commonly used apps for storing and managing files are 3DDrive and 3DSpace.

                    At first glance, they can look similar, but they’re built for very different purposes. Understanding how each one is meant to be used will help your team work more efficiently and avoid confusion down the road.

                    What Is 3DDrive?

                    Think of 3DDrive as the 3DEXPERIENCE equivalent of tools like Dropbox or OneDrive.

                    3DDrive allows you to:

                    • Store and access files from anywhere

                    • Edit and collaborate on documents in real time

                    • Share files easily, including with external users

                    • Integrate with other cloud storage services

                    You’ll find 3DDrive under My Apps in the 3DEXPERIENCE platform, and it’s also accessible directly inside SOLIDWORKS.

                    3DDrive interface in the 3DEXPERIENCE platform for cloud file sharing and management

                    3DDrive uses a familiar folder based structure and focuses on flexibility and convenience. It’s a great choice for:

                    • General file sharing

                    • Early-stage collaboration

                    • Working with customers, suppliers, or partners outside your organization

                    What it doesn’t include is built-in product data management there’s no revision control, lifecycle states, or formal approval process.

                    3DDrive interface in the 3DEXPERIENCE platform for cloud file sharing and management

                    What Is 3DSpace?

                    3DSpace is built for teams that need structure, control, and traceability.

                    3DSpace interface in the 3DEXPERIENCE platform for product data management and revision control

                    Instead of simple folders, 3DSpace is organized around Collaborative Spaces, where teams work together on shared project data. Within 3DSpace, you can:

                    • Control access and permissions

                    • Track revisions and history

                    • Assign maturity states like In Work and Released

                    • Lock files to prevent conflicting edits

                    These capabilities make 3DSpace a strong foundation for PLM-driven workflows, including:

                    • Engineering change processes

                    • Approval workflows

                    • Long-term product data management

                    3DSpace is ideal for engineering teams that need confidence in version control and data integrity.

                    3DSpace interface in the 3DEXPERIENCE platform for product data management and revision control

                    3DDrive vs. 3DSpace: Which Should You Use?

                    The short answer: it depends on how you work.

                    • 3DDrive is best when:

                      • You need fast, flexible file sharing

                      • You collaborate frequently with external users

                      • You want a familiar, lightweight cloud storage experience

                    • 3DSpace is best when:

                      • You need controlled access and revision tracking

                      • Your team is ready for PLM-style workflows

                      • Data accuracy, traceability, and approvals matter

                    The good news is that both apps integrate directly with SOLIDWORKS, so you can access the right tool without leaving your design environment.

                    Comparison between 3DDrive and 3DSpace in 3DEXPERIENCE showing file sharing and product data management

                    Final Thoughts

                    3DDrive and 3DSpace aren’t competing tools. They’re complementary. Many teams start with 3DDrive for simple collaboration and gradually introduce 3DSpace as their data management needs grow.

                    Not sure which approach makes the most sense for your team? That’s where we come in.

                    Michael Habrich

                    3DEXPERIENCE Specialist

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                      Ask one of our experts!

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