You expand a vault node in the left pane to access the administration options for the vault.

Add-ins Manage applications that are added in to SOLIDWORKS PDM Professional, such as Dispatch. You can debug add-ins before you add them to a vault, track actions for specific add-ins, and view the history of all add-ins that have been installed.

SOLIDWORKS PDM Add-ins (For SOLIDWORKS PDM Professional only)

Bill of Materials Create or modify Bill of Materials, Weldment BOM and Weldment Cut List formats for CAD assemblies and drawings.

Bills of Materials

Cards Add and modify data cards used in the vault.

Cards show information about files and folders. Users can view and input information and use it to search the vault without needing a local copy of the file or folder.

Data Cards

Categories Create or modify categories to classify documents in the vault.

Categories contain conditions that are evaluated the first time a file is checked in so that the file is assigned to the correct category.

Categories (For SOLIDWORKS PDM Professional only)

Cold Storage Define cold storage schemas to control how files in the vault are archived.

Cold Storage Schemas

Columns Define columns to customize the display of data in the file list or search results.


Data Import/Export Create import and export rules to exchange data with ERP systems.

Importing Variable Values (For SOLIDWORKS PDM Professional only)

File Types Specify file type properties that control how files with references and specific file extensions behave when working in the Explorer interface.

File Types

Groups Create groups to allow multiple users to inherit the same permissions.

Managing Users with Groups

Indexing Set up the SOLIDWORKS PDM Professional indexing service to create an index service catalog for the vault. The catalog lets users query the master index, word lists, and shadow indexes for word combinations.

Indexing the Vault (For SOLIDWORKS PDM Professional only)

Items Select the serial number used to generate unique item IDs and the variable used as the item display name.

Items (For SOLIDWORKS PDM Professional only)

License View, add, or modify SOLIDWORKS PDM licenses.

License Types

Lists (for cards) Create card lists to maintain and update values for data card drop-down lists and selection boxes.

Card Lists (For SOLIDWORKS PDM Professional only)

Message System Specify how vault notifications are sent.

Message System

Replication Configure archive server replication or database server replication.

Vault Database Replication

Archive Status View statistics for the selected vault, including replication statistics and the number of deleted or missing files.

Archive Status Dialog Box (SOLIDWORKS PDM Professional Vaults Only)

Revisions Define the revision numbering scheme used by your company to facilitate document retrieval and control user access.

Revision Numbers

Serial Numbers Configure how serial numbers are generated to automate numbering of files, folders, and items, and to assign running values to card controls.

Serial Numbers (For SOLIDWORKS PDM Professional only)

Tasks Configure, monitor, and run the Convert and Print tasks that ship with SOLIDWORKS PDM, and add tasks for add-ins you create using the API.


Templates Automate the creation of files and folders by adding templates to the file view right-click menu.

Templates (For SOLIDWORKS PDM Professional only)

Toolbox Configure SOLIDWORKS PDM to manage the SOLIDWORKS Toolbox component library and database.


Users Create user login credentials and assign user permissions.

Creating User Accounts

Variables Create and manage data card variables.

Data Card Variables

Workflows Define the states and transitions that represent your company's internal workflow structure.

Assign users and groups access to files based on workflow states.