In this article, we’ll walk through the steps to properly restore a SOLIDWORKS Manage instance with an already restored PDM vault. SOLIDWORKS Manage has multiple parts, much like PDM; we’ll walk through the steps to restore them from backup. Restoring the database requires access to SQL through Microsoft SQL Server Management Studio (SSMS) and the credentials that will allow us to restore a database from backup. Typically this is the ‘sa’ account.
We hope we never need backups, but it is certainly a possibility that we may have to use them at some point. Here we’ll explore the process of backing up SOLIDWORKS Manage. Creating a backup of the database requires that we have access to the server through Microsoft’s SQL Server Management Studio (SSMS). Backups can be taken through this program manually or on a schedule.
Upgrading a SOLIDWORKS Manage instance isn’t difficult if you follow the correct steps. In this guide, we walk through the process to get you moving forward. Before starting any major change to the environment, all files should be checked into Manage and PDM. No users should be attempting to work in PDM nor Manage until the server upgrade has been completed.
SOLIDWORKS Manage allows us to get a snapshot of data about records in the form of reports. Configuring these reports can seem like a daunting task... until you dive in. In this article, we’ll explore some of the available options for creating a simple report in SOLIDWORKS Manage.
SOLIDWORKS Manage gives us greater flexibility than we’ve known with just PDM in terms of exporting data. One place where this is visible is in the ability of Manage to export record data to XML. In this article, we explore exporting data from a single record as XML from SOLIDWORKS Manage.
SOLIDWORKS Manage can pull information from sources other than PDM. We’ll explore importing records from an SQL database from one table and updating the information from another. To start the process, create a link to an additional database. To do this, open the System Administration in SOLIDWORKS Manage and go to Data Sources.
SOLIDWORKS Manage and SOLIDWORKS PDM were made to get along and work together. To do this, a PDM add-in must be installed. The process for this is fairly simple but worth noting some steps that will be specific to every install. The PDM add-in doesn’t come in a convenient package for us to drag and drop into the vault.
Creating records for files in SOLIDWORKS Manage can be tedious if there is a large number of files. Here we’ll explore importing files as records and attaching files to other records as related files. A hidden gem in SOLIDWORKS Manage is the Files and Excel Importer tool. This tool resides in the Manage Client installation folder under the name swm.excelimportwizard.exe.