This article is a guide to walk you through how to add a logo or image to your SOLIDWORKS PDM data card. This is useful, for example, when adding a company logo or displaying products that you create on your data card.
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.
When using Microsoft SQL Server with SOLIDWORKS PDM, you will absolutely come across situations where you need the system admin password for SQL – upgrades, backups, running SQL queries, SQL card lists for data cards, etc. If you find yourself without the SA password recorded anywhere, you’ll be left stuck and unable to access a major component of your PDM system. This article is meant to walk through the two main ways you can reset your SQL password when you don’t already have it on hand.
When a new user needs access to SOLIDWORKS PDM Client on their workstation, it's necessary to add a Vault View, which is the user interface used to access files. To do this, a permission called Attach Access must be applied to the user on the server.
When working with SOLIDWORKS PDM in Windows File Explorer, you have several view options available. One of the most useful is the Details View, as shown in the screenshot below. If your vault frequently opens files in a different view, such as when opening a new folder or using the Save dialog in other applications, you may find yourself constantly switching back to Details View. To save time and avoid this repetitive task, you can set Details View as the default using Windows Folder settings.
Like any secure application, there may be times when you need to update your SOLIDWORKS PDM password. Whether you’re a PDM administrator updating credentials for a user, or a user changing your own password, the process can be completed through the SOLIDWORKS PDM Administration Tool. Below, we’ll walk through the steps for both scenarios.
If you know anything about SOLIDWORKS PDM, you know its two major components are comprised of an archive server and a database server. The database server is powered by Microsoft SQL. Each vault has a database in SQL that houses just about everything you see in a vault that isn’t the actual files themselves. Everything from your data cards and workflows to user information and licensing is stored in SQL. This is invaluable data - and it should be approached with caution if you want to preserve the integrity of your vault infrastructure.
When cleaning up your SOLIDWORKS PDM vault from unnecessary user accounts, you can utilize the SOLIDWORKS PDM Administration app to delete a single user or multiple user accounts at once.
When a file is retrieved from the SOLIDWORKS PDM file vault, a copy is placed in the local cache on the user’s local hard drive. To optimize disk space, users should regularly manage their cache and remove files that are no longer needed. This can be done through various methods, including removing local copies at check-in, clearing the local cache as needed, and configuring cache options to meet the needs of users and groups.