Quick Answer: How do you use vault in SOLIDWORKS?

How does SOLIDWORKS vault work?

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 use the 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.

How do I open a vault in SOLIDWORKS?

In SOLIDWORKS, click Open (Standard toolbar) or File > Open. In the SOLIDWORKS Open dialog box, select a file type in Files of type. Select My Workgroup PDM Documents or Workgroup PDM Vault in the locations sidebar. Select options as described below, then click Open or Check Out.

How do I add files to the vault in SOLIDWORKS?

Adding Referenced Files to the Vault

  1. Click Add Files to Vault (toolbar).
  2. In the Add Files to Vault dialog box, select the folder to add the file to.
  3. Click Next.
  4. Ensure that the file is being added to the correct location and click Finish.
  5. In the verification message, click OK.
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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.

What is Vault PDM?

Vault product data management (PDM) software integrates with Autodesk design tools and other CAD systems to keep everyone working from a central source of organized data. Use Vault to increase collaboration and streamline workflows across engineering, manufacturing, and extended teams.

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.

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 do I find PDM vault?

Searching with the SOLIDWORKS PDM Search Tool

  1. In the bottom left pane, under Search in Vaults, select the vaults to search. …
  2. In the top left pane, expand a vault to see the searches and favorites available, and select a search.

How do I become a PDM?

Activating the SOLIDWORKS PDM Add-in

  1. In SOLIDWORKS, click Tools > Add-ins and verify that SOLIDWORKS PDM is selected.
  2. Click the SOLIDWORKS PDM icon to open the Task Pane.
  3. In SOLIDWORKS, open or create a part, drawing, or assembly to view SOLIDWORKS PDM information for the file in the Task Pane.
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How do I access solidworks?

The first option is through MySolidWorks which offers an online product trial of the latest version of SOLIDWORKS Premium, all from within your browser. You can upload and download files from your local machine and access a variety of part files, assembly files and drawing sample files.

How do I add files to vault?

Add Files to a Vault

  1. Right-click the vault folder to which the file will be added, and then select Add Files. …
  2. Browse the local folders and select the files to add.
  3. Click Open. …
  4. To keep the local file writeable so you can continue working on it after adding it to the vault, click Keep files checked out.

What does local file mean in Solidworks PDM?

Local files are being pulled directly from your hard drives, therefore not accessible to other users through PDM and not a part of the workflow embedded in your PDM. You may be working on local files inside of your vault, but they need to be officially converted so that it is accessible to others.

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