Whether setting up a server for the first time or moving to new hardware, setting up your SOLIDWORKS PDM Server correctly is crucial. In this guide, we’ll walk you through the process with step-by-step instructions. Please review all of the documentation prior to installation to ensure a smooth installation. The steps are simple, but it’s very important to not miss any pieces of the puzzle.
SOLIDWORKS PDM manages the lifecycle and history of files through versioning. Each time a file is checked in, a new version is created. Each new version adds new data to the archive storage, using more space for a given document. As time goes on, the vault grows exponentially. Since space comes at a cost, it’s important to understand the ways you can mitigate the expansion of your vault.
Do you have a large vault that is getting a little unwieldy? Or maybe you’ve just reached a limit on how much space your server can have. SOLIDWORKS PDM Cold Storage can help. It is a useful tool that moves or removes file versions from the archive, freeing space on your server, according to a schedule. It lends itself best to scenarios where moving the vault entirely to a new drive is not ideal.
The SOLIDWORKS PDM Vault grows exponentially over time. Eventually, you will need to add storage space. Of course, adding space means moving the archive data. With PDM Relocation, you can easily move part or all of your archive to a new drive. Relocation is the best and recommended way to increase storage. It allows you to add space without needing to move to a new server, extending the life and viability of your current hardware.
SOLIDWORKS can use API (Application Programming Interface), which is a COM programming interface for SOLIDWORKS software. API is used to access SOLIDWORKS files without opening them, automate redundant and time-consuming tasks, and create engineering applications that can run in and outside of SOLIDWORKS. To use this tool, you must have a Document Manager API Key.
If you use SOLIDWORKS PDM, you likely receive notifications, through the database or through email, about file activity in the vault. SOLIDWORKS PDM notifications are often a crucial part of document management and the lifecycle of a project. As such, it’s important that they work correctly. Among many other things, notifications are managed by the Database Server Service. Whether you’re using built-in notifications or SMTP, a healthy database service is the cornerstone of functional notifications.
As an organization grows, so does its vault. At a certain point, you just need to get a little more power than SOLIDWORKS PDM Standard can provide. So now, you’re in this boat ready to upgrade to SOLIDWORKS PDM Professional, but you don’t know where to start. This guide will walk you through the process step by step to ensure you have the smoothest upgrade possible.
A local vault view is the required user interface that allows the user to access files and work within the SOLIDWORKS PDM vault, from their workstation. In this interface, users can check files out and in, transition them through the workflow, and perform many other vault activities.