Prerequisites

Before creating a vault:

Verify that all SOLIDWORKS PDM components have been installed. Refer to the SOLIDWORKS PDM/ SOLIDWORKS Manage Installation Guide for information on installing SOLIDWORKS PDM
Ensure the archive server is available. If the archive server you want to use is on another system, you may need to add it.

The archive server may not be accessible if a firewall on the archive system is blocking TCP port 3030. Refer to the SOLIDWORKS PDM/ SOLIDWORKS Manage Installation Guide for information on configuring the firewall for SOLIDWORKS PDM.

If the SQL Server is on a different system than the archive server, ensure that it is available. It may not be accessible if a firewall is blocking port 1433.
Ensure you have sufficient access rights. Your Windows user account must have Administrative access to the archive server. If you create the vault on the same system as the archive server, the local administrator has this access by default.

Refer to the SOLIDWORKS PDM/ SOLIDWORKS Manage Installation Guide for information on installing the archive server.

Obtain SQL Server information. You must know:
  • The SQL server name.
  • Login information for a user with sufficient system administrator privileges to create a vault.

Refer to the SOLIDWORKS PDM/ SOLIDWORKS Manage Installation Guide for information on installing and configuring SQL Server.