How do I create a vault in Solidworks?

How do I create a new vault in Solidworks PDM?

From the Windows Start menu, click SOLIDWORKS PDM > Administration to open the Administration tool. If the archive server you want to work with is not listed, add it as described in Adding an Archive Server. In the left pane, right-click the archive server in which to create the vault, then select Create new vault.

What is vault solidworks?

SOLIDWORKS PDM vaults store the files and information about items and files (metadata) managed by SOLIDWORKS PDM. The vault view is connected to: The archive server, which stores the physical files in a vault archive. The vault database, which stores information about files, items, and activities in the vault.

How do I create a vault view PDM?

Creating a Local Vault View

1. Click Start > All Programs > SOLIDWORKS PDM > View Setup .
2. In the View Setup wizard, click Next.
3. Select a server and click Next. …
4. Select one or more vaults and click Next.
5. On the Select location page: …
6. Click Finish, then click Close.

What does Solidworks PDM do?

With SOLIDWORKS PDM, you can create and maintain a single data location and vault that can be accessed by users to store and retrieve files. With SOLIDWORKS PDM products, data is kept secure, up-to-date, and accessible. The system eliminates duplicate work and delays, while saving time and development costs.

How do I start PDM in Solidworks?

There are 5 main steps to fully set up a PDM client machine:

1. Install the PDM client or modify SOLIDWORKS to add in the PDM client.
2. Create a local view to see vault files on your local machine.
3. Configure local view display settings.
4. Map the SOLIDWORKS file locations to the vault.

How do I run PDM in Solidworks?

To start the Administration tool, do one of the following: When you are logged in to a vault view and have permission to see the Administration tool, select Tools > Administration. The SOLIDWORKS PDM Administration dialog box opens.

How do I connect Solidworks to PDM?

Adding File Links

1. Optionally, check out the parent item. Item Explorer automatically checks out the item if needed.
2. Right-click the item and select Link Files to Item.
3. In the Link Files to Item dialog box: Select one or more files from the vault. …
4. In the Link Files to Item dialog box: …
5. Click OK. …
6. Check in the parent item.

How do I access the vault in SolidWorks?

To access files, you create a working folder on your local computer called a file vault view. Logging in to the file vault view lets you access files for which you have permissions. You check files out to edit them, so that no one else can make changes, though other users can still view and copy the files.

Is SolidWorks PDM free?

Perfect for small teams, SOLIDWORKS PDM Standard is included with every license of SOLIDWORKS Professional or Premium on subscription. This simple tool helps teams with data security, revision control, and reusing design data easily.

How do I access PDM vault in SolidWorks?

The View Setup is found by going to the Start Menu > SOLIDWORKS PDM > View Setup.

1. SOLIDWORKS PDM View Setup. Screen 1: Welcome. …
2. Welcome dialog. Screen 2: Select Servers. …
3. Select Servers. …
4. Connected Server. …
5. Select Vaults. …
6. Select Location. …
7. Finish Process.
8. SOLIDWORKS PDM view setup complete.

Where is the PDM vault?

If you followed our recommendations, the local view will be in the root of the C: Drive. To access the PDM Vault, double click on the folder with the PDM icon and the login box will pop up.

How do I access PDM?

Start Windows Explorer and navigate to the vault view. Vaults are displayed with the SOLIDWORKS PDM icon next to the vault name. Local vault views appear in the location where they were created and in the Favorites list at the top of the navigation pane. Click the vault icon.