SOLIDWORKS PDM Standard and SOLIDWORKS PDM Professional both use the SOLIDWORKS Installation manager to install the client portion of the software. This blog will walk you through the SOLIDWORKS PDM client installation and creating a vault view. Let’s get started.
Installing the client software
The SOLIDWORKS PDM client is installed for the SOLIDWORKS installation manager which can be found on the SOLIDWORKS DVD or downloaded from the customer portal. If you already have SOLIDWORKS installed on your machine you can add the SOLIDWORKS PDM client by navigating to Control Panel > Programs and Features > SOLIDWORKS > Modify/Change.
Select Modify the individual installation or Add individual installation and select Next. On the Product Selection Page, select SOLIDWORKS PDM Client then hit Next.
On the Serial Number screen, hit Next, you will not need to enter anything additional at this location as SOLIDWORKS PDM licenses are distributed by the SolidNetWork License Manager. Hit Next.
On the Summary page, select Change next to the SOLIDWORKS PDM options.
Select Back to Summary and Modify Now or Install to add the SOLIDWORKS PDM Client.
Creating a SOLIDWORKS PDM Vault View
In order to access a SOLIDWORKS PDM Vault on a client, you will need to connect them to the vault by creating a Vault View. This can be done using the View Setup tool. Go to Start > Programs > SOLIDWORKS PDM > View Setup.
Once in the View Setup tool, hit Next to start the setup process and add the archive server for the SOLIDWORKS PDM Vault by selecting (1) and (2) entering the server name. Then select Next.
Select the Vault(s) that you would like your user to connect to. (Quick Tip: If you don’t see a vault that you were expecting, please ensure that you have installed the correct client type using the instructions above). Hit Next.
Select the path that you would like your vault view to be installed on and the view type.
The “For only me” option will install a view that can only be accessed by logging in with your windows username. If this is a shared computer, ensure that you do not add the view to a location that can be accessed by other users as they will get an error when they try to access the vault.
When using the “For all users” option, I normally suggest that the view is installed on the C drive to avoid exceeding the Windows path limit of 260 characters.
After you’ve selected your view options, hit Next and then hit Finish to create the Vault View.
You will now be able to log in and access the SOLIDWORKS PDM Vault view from Windows Explorer by clicking on the SOLIDWORKS Vault view icon.
About the Author
Heather Dawe is a Senior PDM Support Engineer at Fisher Unitech based out of office in Horsham, Pennsylvania and is a graduate of Penn State University with a degree in Nuclear Engineering. Heather has been using SOLIDWORKS for 8 years and has 17 SOLIDWORKS Certifications including her CSWE, CSWP-D, and CSWP-S.