Creating a .CVS file: SOLIDWORKS PDM Tutorial

Article by GoEngineer on Sep 01, 2021

What is a Local Vault View? 

To access a SOLIDWORKS PDM vault, a user needs to have a local vault view. The local vault view will allow the user to access the files in the vault, check them out and in, transition them through the workflow, and other vault activities.

Creating a local Vault View

A local vault view can be created by running the View Setup Wizard that is installed with the PDM software. The person running the Wizard would need to know the Server name where the SOLIDWORKS PDM vault is hosted and have attached access to this server. If the person running the Wizard is the Admin, this is easy, but in a larger rollout, the admin may not be able to be the one to complete this step. This is where the .CVS file is useful. The .CVS file can be used to create the local vault view from a file that the user can launch from their desktop.

Creating a .CVS file

To create the file start by typing the Run from the Start menu and enter this command:

“C:\programs files\solidworks pdm\ViewSetup.exe /a”

Adding the trigger /a will create the file.

Creating a CVS file

The View Setup Wizard will start; follow the steps for creating the vault view.

SOLIDWORKS PDM View Setup Wizard Welcome Screen

Select the server where the vault is hosted.

Select Archive Servers SOLIDWORKS PDM

Select the vault.

Select Vaults SOLIDWORKS PDM

Select the location.

Select the Location Screen SOLIDWORKS PDM

Then click finish.

SOLIDWORKS PDM Review Actions

When finish is selected, the wizard will prompt for a location to save the .CVS file.

Save CVS File SOLIDWORKS PDM Tutorial

The .CVS will be saved and is now ready to use.

CVS File Creation Complete

Using the .CVS file

Now that you have the .CVS file, the end-user can launch it on his machine by double-clicking on the file from the desktop.

Using CVS File in SOLIDWORKS PDM

That will automatically launch the wizard.

Review Actions Screen SOLIDWORKS PDM

The user must select finish, then they will then be prompted to log into the vault. After logging in, the local view will be created.

Create CVS File Vault Loggin

Now that the local vault view is created, and the user can now access the vault.

Create a Local Vault View in SOLIDWORKS PDM

Note: If you are a GoEngineer customer and have questions concerning this article, please contact our support team.

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About GoEngineer

GoEngineer delivers software, technology and expertise that enable companies to unlock design innovation and deliver better products faster. With more than 35 years' experience and tens of thousands of customers in high tech, medical, machine design, energy and other industries, GoEngineer provides best-in-class design solutions from SOLIDWORKS CAD, Stratasys 3D printing, Creaform & Artec 3D scanning, CAMWorks, PLM, and more

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