Creating a Vault

Welcome

Click Next.

Choose vault name

Type a name and description for the new vault.

Select vault root

Under Vault root folder, select the root folder to store the vault archives.

The default root folder is Archives.

Choose database

The vault database contains information about files and activities in the vault.

Type the Database name.

Enter the SolidNetWork License server address in the form: port@SNLServerName.

For SOLIDWORKS PDM Standard vault, add the server name that has activated license for the Standard vault.

For SOLIDWORKS PDM Professional vault, add the server name that has activated license for the Professional vault.

Select regional settings

Create the admin user

Configure vault

Do one:

• Use a configuration based on an administrative export file (*.cex)

  Browse to a .cex file containing the settings to use for the vault, for example vault settings you have exported from another vault.

  If you import a .cex file to use for a Standard vault, features specific to Standard get imported. Any feature that contains elements that are not supported by Standard will not be imported.
• Use a predefined configuration

  Select one:

  Empty	Creates a data folder with no files, which makes it easier to import or create data cards, workflows, and so on.
  Default	Installs the data set installed with previous versions of SOLIDWORKS PDM.
  Quick Start	Installs a simple data set, including predefined groups and permissions, which enable companies installing SOLIDWORKS PDM for the first time to quickly use the software in a production environment.

Select configuration details

Your choice on the Configure vault screen determines what is displayed on this screen.

• If you chose to use a configuration based on an administrative export file, this screen does not display.
• If you chose the Default option, the following options are available. Click an option name to display a description.

  Add-ins (SOLIDWORKS PDM Professional)	Dispatch The SWTaskAddin is added to the vault if you select Convert and Print under Task Execution.
  Bills of Materials	Standard Bill of Materials Weldment Bill of Materials Weldment Cut List
  Cards	File and folder data cards for SOLIDWORKS PDM Professional Adobe Acrobat AutoCAD Autodesk Inventor Bitmap Images CAL Default Folder Card Microsoft Office MP3 Pro/ENGINEER Requires a separate Pro/ENGINEER Connector installation. SolidEdge SOLIDWORKS Text Files XML
  Cards	File and folder data cards for SOLIDWORKS PDM Standard AutoCAD Default Folder Card Microsoft Office SOLIDWORKS Text Files
  Items (SOLIDWORKS PDM Professional)	Support items Support of items includes the item search cards.
  Search Support	Displayed to users when they search the vault	Complete File Search Only the items that are supported for Standard are available. User Search
  Task Execution (Server-side Add-ins) (SOLIDWORKS PDM Professional)	Tasks available with the SWTaskAddin.dll Convert Design Checker Print

• If you chose Empty, no data options are installed to the vault to make it easier to import custom .cex files you have created.
• If you chose SOLIDWORKS Quick Start, the following options, designed for an entry-level SOLIDWORKS implementation, are installed:

  Bills of Materials	Standard Bill of Materials Weldment Bill of Materials Weldment Cut List
  Cards	Default Folder Card SOLIDWORKS Single card used for all SOLIDWORKS files.
  Search Support	Displayed to users when they search the vault Complete File Search Quick Start Search

Review Information

Review the vault parameters, then click Finish.

Completed

Click Close.