How do I use the PDM vault in Solidworks?

How do I access PDM vault?

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.

What is the vault in SOLIDWORKS PDM?

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 move files to PDM vault?

To move a file structure to multiple folders:

1. Select the parent file and click Tools > Move Tree.
2. In the Move Tree dialog box, in Default Destination click Browse to navigate to the primary destination folder.
3. To specify other folder locations for specific files: …
4. Set the remaining options.

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 set up PDM?

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 you make a PDM vault?

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.

How does a PDM system work?

SOLIDWORKS PDM manages all file references and automatically updates them whenever you move a file to a different folder or rename it, eliminating broken references or the time required to locate and fix lost references manually. Quickly locate and reuse existing design data to save time and control costs.

Is PDM part of SolidWorks?

Part of the SOLIDWORKS product development solution covering design, simulation, technical communication, and data management, SOLIDWORKS PDM will help you drive design reuse and manage your overall product development process.

How do I move a Solidworks file?

To rename, replace, or move a SOLIDWORKS document:

1. In File Explorer or in the SOLIDWORKS Task Pane File Explorer, right-click a SOLIDWORKS document and click SOLIDWORKS > Rename, Replace, or Move.
2. In the dialog box, set options.
3. Click OK.