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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.
In certain instances, it is quicker and easier to make a SOLIDWORKS PDM Local Vault View using a .CVS file, whether that is due to an error with the install, connection with the server, or permissions. If you have an existing Local Vault View and access to the Admin tool you can make the .CVS file from information located in this View. Let's take a look at how to get this information and how to use the .CVS file.
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.
SOLIDWORKS PDM administrators can configure user and group accounts in such a way as to control which users have access to the full history of versions, just the latest version or only versions that have been released as revisions. This article explains the settings involved and how to create the access a user or group should have.
So, you’re set up with SOLIDWORKS PDM, and you’d like to start the pass-through of data from your CAD files’ custom properties into the PDM data card (or vice versa). You can create a link between the PDM data card and your SOLIDWORKS files’ custom properties using variable mappings. In this guide, we’ll cover the process of creating that link. With SOLIDWORKS PDM variable mapping properly set up, you can take advantage of many automation features in your PDM workflow.