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Creating Views with the View Setup Wizard

To set up the vault view, the Enterprise PDM client must be installed.

To create a local vault view using the View Setup wizard:

  1. Start the View Setup Wizard by doing one of the following:
    • On Windows 7 and Windows Server systems prior to Windows Server 2012, from the Windows Start menu, select All Programs > SOLIDWORKS Enterprise PDM > View Setup.
    • On Windows 8 and Windows Server 2012 or later, on the Apps screen, under SOLIDWORKS Enterprise PDM, click View Setup.
  2. In the View Setup wizard:

    Screen Action
    Welcome Click Next.
    Select archive server(s) From the list of available archive servers:
    • Select an archive server.
    • Add an archive server:
      • Click Add.
      • In the Add server manually dialog box, type the Server name and click OK.

        Use the server system name, not the IP address, unless the environment is configured for IP-only communication, as described in the Installation Guide.

      • If your account does not have sufficient access rights, log in using an account with privileges to attach to vaults on the archive server. See Logging In to an Archive Server for detailed information.
      • Select the new archive server.
    • Select other archive servers with vaults.
    Select vault(s) Select the vaults for which you want to create a local vault view.
    Select location
    • Specify the location of the vault view.

      To make a shared view easy to find for all profiles on the system, specify the root of the local hard drive.

    • Select the type of view to create:
      • Only for me

        The local view is accessible only to the Windows profile that is currently logged in. Use this option when multiple users use this system, for example, in a terminal server or Citrix environment. Place the local vault view in a user folder that is accessible to the currently logged-in profile.

      • For all users on this computer

        The local view is accessible to all Windows profiles on this system (preferred). The user currently logged in must have local administrator rights to use this option because it requires updating the local system registry.
    Review actions Click Finish.
    Completed Click Close.



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Web Help Content Version: SOLIDWORKS PDM 2014 SP05

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