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Using SOLIDWORKS PDM on a Terminal Server

SOLIDWORKS PDM clients can be installed in a terminal environment such as Microsoft Terminal Server or Citrix.

The following recommendation applies to installing SOLIDWORKS PDM clients in a Terminal Server environment::
  • Client software is installed once on the terminal server because all terminal profiles use the same core system and program files. You cannot combine different client license types on the same terminal system. The same license type is used by all terminal client profiles.
  • To create local vault views for terminal clients, log in using the Windows profile that needs access to the view. Make the views private by using the Only for me attach type or Not available to everyone option.
    To facilitate administering views to multiple terminal client profiles, use the SOLIDWORKS PDM policy or create an administrative view setup file.

    Only the Windows profile for which the view was created can log in to the vault view. The view information is stored in the current user section of the registry, which is only available to the current profile.

  • To create private views that are rooted to the same location for all profiles, place them in the terminal users' home folder. For example, use the environment variables %HOMEDRIVE%%HOMEPATH%, which are likely to be defined identically for users.
  • Do not create a shared view accessible by everyone on a terminal server. All terminal users work in the same local cache. In a shared view, they may overwrite others' changes.


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