On the Vault
Settings tab in the VaultAdmin, administrators grant administrative
privileges and specify global vault settings.
Vault Information provides read-only information about:
Vault computer. The computer where the
Normal or SolidWorks Workgroup PDM Viewer.
The vault folder. Projects and folders for deleted files and projects,
administration files, and so on appear underneath this directory. Log
files appear in the root directory.
the SolidWorks Workgroup PDM vault license key.
The vault is locked automatically during Convert SolidWorks Workgroup PDM
Files operations in the SolidWorks Task Scheduler.
Normal operation (clients can check documents in and out of the vault,
and so on).
for. Select one user, normally the vault administrator, who can
archive documents, bulk load documents, and so on.
Prevents all vault activity so the administrator can manage log files,
backups, and so on. Alternatively, you can stop
Clients are prevented from
logging in when the vault is locked. If clients are already logged in
when the administrator locks the vault, they remain logged in but are
prevented from executing any commands in the vault (Check
In, Document Information,
Add Note, and so on).
Global settings apply to all
users and administrators.
Copying documents takes longer when this setting is selected.
projects with no access. Hides projects in the vault view from
users who have no access to the projects. Otherwise, the projects appear
with a transparent icon and gray text.
user login. Requires users to log in to the client. Users cannot
save their passwords.
revision bumping. Allows users to increment a document revision
without opening the document.
When users bump the revision of a drawing document, the information
is entered into the document properties and also appears in the drawing's
title block and revision table.
latest revision overwrite. Allows users to check in a document
with the same revision level as the document in the vault, overwriting
the document in the vault.
change document properties. Allows users to change document properties
in SolidWorks Workgroup PDM. If cleared, users can still change document
properties in the original application (SolidWorks, Microsoft Word, and
so on). You must check this option for clients to be able to increment
document revisions by bumping.
users to create subprojects. Allows
users to create subprojects under projects to which they have write access.
If cleared, only administrators can create subprojects.
allow read-only users to open docs in SolidWorks Workgroup PDM Viewer.
Users with read-only permission in SolidWorks Workgroup PDM Viewer can
view documents in SolidWorks eDrawings, but not save them. Documents associated
with other applications such as Microsoft Office cannot be opened.
extensions not associated with SolidWorks. The extensions can be
associated with non-SolidWorks documents. CADKey files, for example, are
not treated as SolidWorks files.
attachments to documents owned by other users.
filesystem read-only attribute if not owner. When users open documents
from the vault and SolidWorks Workgroup PDM copies the documents to the
local drive, the local copy is marked Read-Only
in Windows. Users should not check
such documents back into the vault.
users to rename documents in the Vault. Users should remove all
local copies of documents before renaming copies in the vault so that
documents with old names are not checked in to the vault.
performance email. The vault service looks for opportunities and
may email the performance log generated by SolidWorks Workgroup PDM to
ownership to SolidWorks read-write/read-only access. Available
beginning with SolidWorks 2005. SolidWorks read/write access is bound
to SolidWorks Workgroup PDM ownership. See Multi-user
drawings validation during check in. Allows you to check in drawings
without prior validation in the SolidWorks software.
In drawings where views or
annotations are out-of-date or are about to change upon check in, the
drawing in the vault will not be up-to-date. For example, title block
text that is linked to a revision custom property will be incorrect.
All user and group accounts set
as defaults or created on the Users
and Groups tab are listed. A single head indicates
a user, and a double head indicates a group. To grant administrative
privileges to a user or a group, select the check box next to the name.
Administrators can access the
VaultAdmin to create users and projects, set revision and lifecycle structures,
and establish global settings that affect all users.
one administrator must be selected at any given time.
with administrative privileges are equal, so any administrator can remove
the privileges of the other administrators.
cannot remove administrative privileges from themselves.
On Vault Startup
Validate vault. SolidWorks Workgroup
PDM goes through each project in the vault to make sure every document
is valid. Choose to go through the procedure at:
The vault is validated at
every installation and upgrade without regard to the option settings.
Viewing with SolidWorks eDrawings
Administrators can allow clients
to use the following SolidWorks eDrawings Professional tools in SolidWorks
Workgroup PDM even if they do not have a SolidWorks eDrawings Professional
eDrawings Dimension and Measure tools in SolidWorks Workgroup
PDM follow these rules:
Markup and Measure
are allowed, Dimension is enabled
and values are visible when you use Dimension.
Markup is allowed but Measure
is not, Dimension is enabled but
values are not visible when you use Dimension.
Markup is not allowed but Measure is, Dimension
is not enabled but you can use Measure.
neither Markup nor Measure
is allowed, then neither Dimension
nor Measure is enabled.
Delete, Rollback, Archive Documents
Determines who is allowed to
delete documents and roll back and archive revisions from the vault.
one. Neither administrators
only. Only administrators
(designated in Administrators
users. Any user or administrator.
You can delete any document, even if it is referenced by
If you select Administrators only,
but you want users to be able to remove documents from their projects,
create a new project (for example, Trash),
where users can move unused documents. The vault administrator can periodically
delete the documents from the project.
A log file helps administrators troubleshoot problems and saves information
that can be reported to Technical Support.
Save a log file to a specified location. The logs can be opened
in any text editor, such as Notepad.
Erase a log file. The file accumulates data from that point on.
To prevent vault activity while you save or clear a log file,
lock the vault or stop
If you forget to unlock the vault, SolidWorks Workgroup PDM automatically
unlocks it when you log out of the VaultAdmin.
The About box displays information
about the SolidWorks Workgroup PDM release. Click Update
to update the VaultAdmin to a more recent version.
with Workgroup PDM