Creating a Vault

Welcome

Click Next.

Choose vault name

Type a name and description for the new vault.

The name appears on all attached client systems and cannot be changed later.

Select vault root

Under Vault root folder, select the root folder in which 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.

Select or enter the SQL server to host the vault database in Select database server.

Type the Database name.

If the SQL login dialog box appears, the stored SQL login has insufficient privileges or is not a user on the SQL server. Specify a SQL user such as sa with sufficient system administrator privileges. This login is set to the vault-specific SQL login settings for the new 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.

• Use a standard 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 Enterprise PDM.
  Quick Start	Installs a simple data set, including predefined groups and permissions, which enable companies installing Enterprise 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	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 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
  Items	Support items Support of items includes the item search cards.
  Search Support	Displayed to users when they search the vault Complete File Search User Search
  Task Execution (Server-side Add-ins)	Tasks available with the SWTaskAddin .dll Convert 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.