SOLIDWORKS Toolbox Components Stored in the Workgroup PDM Vault

To specify SOLIDWORKS Toolbox settings:

1. In the SOLIDWORKS software, click Toolbox > Browser configuration and select Document Properties on the Browser tab.
2. Under Copy Part File, select one:
   • Always create copy (recommended).
     Always create copy allows Workgroup PDM users to individually access and manage the revision of each component. This works well in a shared environment
   • No copy (always use master part file) (not recommended). Then select Always change read-only status of document before writing under Writing to read-only documents.
     These settings ensure that more than one user can use a document simultaneously and that Toolbox can add configurations to the document file.
3. Click OK.

To specify Workgroup PDM settings:

1. In the Workgroup PDM VaultAdmin, select the Toolbox tab.
2. Click Add and add the UNC name (\\<servername>\<sharename>\<foldername>) of the copied parts folder.
3. Select Allow check in of documents, and clear Allow delete local copy on check in so that copies of the documents remain on the local system.
   Local copies of documents that are open in applications other than SOLIDWORKS are not deleted.
4. Click Apply.