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How to Relocate SOLIDWORKS PDM to a New Server

Move SOLIDWORKS PDM to a New ServerHaving to move SOLIDWORKS PDM to a new server is something that will probably come up at some point. It’s especially poignant now that several server operating systems are becoming unsupported. Since SOLIDWORKS PDM uses server names for all of its connections, those names will need to be updated on the Archive, Database, and Clients. In this blog, we’ll assume that the Archive and Database server names are changing. Keep in mind that some changes can be omitted if changing only one or the other. 

In this guide, we’ll move SOLIDWORKS PDM to a new server in these four steps:

  1. Moving the Archive Server
  2. Updating the Database with New Names
  3. Updating the Archive with New Names
  4. Updating the Clients with New Names

First, install SQL Server on the new server. Use the media given to you before you install because it has the Serial Number for PDM already inputted. 

Tip: Per SPR 1099002, it is important to keep the sa account in SQL active and not renamed because it will fail to create any new vaults. 

Next, back up the Conisiomasterdb and the regular vault in the SQL Server Management Studio on the old server. Copy the files over to the new server. 

Load the SQL Server Management Studio on the new server. 

Rick-click on the Databases folder and select Restore Database.

Move SOLIDWORKS PDM to a New Server restore database

Choose from Device and navigate to the BAK file. Make sure it is restoring with the same database name as before. Then, click OK to restore it to the new SQL server. Make sure to restore both your vault database(s) and the Conisiomasterdb.

Moving the Archive Server

The entire archive folder needs to be moved to the final location of the new server. The location of the archive was set when the vault was first installed. To find the location, load the Archive Configuration Tool on the Archive Server, right-click on the vault, and select properties. The Path will contain the location of the files that you will need to copy.

Move SOLIDWORKS PDM to a New Server archive server

Archive Settings contain information as to what vaults are on the machine and where the archives are located, as well as admin and SQL passwords. Where the settings are stored and how often they are backed up can be changed in the Archive Configuration Tool under Tools > Backup Settings...

Make a fresh backup with a password you know so it can be restored on the new archive.

Move SOLIDWORKS PDM to a New Server backup server

Tip: If you are not planning to move all vault databases, choose the option to Include Selected Vaults and uncheck the ones you don’t want to back up in the settings.

move solidworks pdm to new server backup settings

Load the Archive Configuration Wizard on the new server. Click Tools > Backup Settings… > Load backup… to load the archive settings file.

It is possible that the archive location on the new server will not be the same as the old one. In the registry, navigate to HKEY_LOCAL_MACHINE\Solidworks\Applications\PDMWorks Enterprise\ArchiveServer\Vaults. 

For each vault that is being restored, select the ArchiveTable folder underneath the folder with the vault’s name and correct each of the keys with the right path.

Move SOLIDWORKS PDM to a New Server ArchiveTable

Updating the Database with New Names

Right-click on dbo.FileVaults under the ConisioMasterDB databases and select Edit top 200 rows. Confirm that the vault name/database name is entered correctly.

Move SOLIDWORKS PDM to a New Server Updating the Database

Tip: If there are vaults that you are not moving, remove their rows.

The vault database is referencing the old Archive server, so it must be corrected to point to the new one. To do this, right-click on the ArchiveServers table under the vault database and select Edit Top 200 Rows. Correct the ArchiveServerName column.

Move SOLIDWORKS PDM to a New Server archiveservername

Then, right-click on the SystemInfo table and select Edit Top 200 Rows. Correct the ArchiveServerName column here as well.

Move SOLIDWORKS PDM to a New Server SystemInfo

Tip: If you use indexing, more configuration will need to be applied. See the SOLIDWORKS PDM Installation Guide on “Moving Server Components to Another System”.

Updating the Archive with New Names

In the registry of the new Archive Server, navigate to HKEY_LOCAL_MACHINE\Software\Solidworks\Applications\PDMWorks Enterprise\ArchiveServer\Vaults. For each vault that is being restored, select the parent folder (with the vault name on it) and correct the Server registry key with the SQL Server name.

Move SOLIDWORKS PDM to a New Server new names

Updating the Clients with New Names

For clients, it is easiest to run a registry file with the updated names. The example below can be completed and saved as a .reg file from notepad. Alternatively, you can remove the vault views and recreate them.

If the vault view is set up “for all users”:

Windows Registry Editor Version 5.00

[HKEY_LOCAL_MACHINE\SOFTWARE\SolidWorks\Applications\PDMWorks Enterprise\Databases\VaultName]

"DbServer"="DatabaseName"

"ServerLoc"="ArchiveName"

[HKEY_LOCAL_MACHINE\SOFTWARE\Wow6432Node\SolidWorks\Applications\PDMWorks Enterprise\Databases\VaultName]

"DbServer"="DatabaseName"

"ServerLoc"="ArchiveName"

[-HKEY_CURRENT_USER\Software\Solidworks\Applications\PDMWorks Enterprise\ConisioAdmin]

If the vault view is setup "only for me":

Windows Registry Editor Version 5.00

[-HKEY_CURRENT_USER\Software\Solidworks\Applications\PDMWorks Enterprise\ConisioAdmin]

[HKEY_CURRENT_USER\Software\SolidWorks\Applications\PDMWorks Enterprise\Vaults\VaultName]

"DbServer"="DatabaseName"

"ServerLoc"="ArchiveName"

VaultName - Should be replaced with the name of the vault.

DatabaseName - Should be replaced with the name of the SQL server (include instance name after a backslash if it is not the default instance (IE PDMSERVER\SWPDM)

ArchiveName - Should be replaced with the name of the Archive server.

I hope you found this SOLIDWORKS blog helpful. For more tips, tricks, and best practices subscribe to our blog

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About the Author

Lindsay EarlyLindsay Early is an Application Engineer Consultant and has been with Fisher Unitech for six years. Lindsay is a Certified SOLIDWORKS Expert and Elite Application Engineer having earned over 14 SOLIDWORKS Certifications including Mechanical Design, Simulation, and Data Management.