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Accessing the Workgroup PDM Vault from Windows 7 and Windows Vista

The SolidWorks Open dialog box allows Windows 7 and Windows Vista users to access Workgroup PDM vaults.

A secondary dialog box lets you search in the Workgroup PDM vault and check out files or get the latest file. When you select a file, the SolidWorks Open dialog box lets you open the file as if it were a local file.

To access Workgroup PDM vault files:

  1. In SolidWorks, click File > Open.
  2. In the Open dialog box, click Browse vault.
  3. In the Select from Vault dialog box, select a file and do any of the following:
    • To preview the file, select Thumbnail.
    • To check out the file without using other options, select the Check Out check box and then click Checkout.
    • To see additional Workgroup PDM options, click Check Out Advanced or clear Check Out and click Select Advanced.

      The Get Local Copy and Open Document dialog box opens.

    When you check out a file directly or select Open/Check Out from the Get Local Copy and Open Document dialog box, the SolidWorks Open dialog box reappears with the file listed as a local document.

  4. Select additional options from the SolidWorks Open dialog box options and click Open.

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