Creating a Vault

To create a vault:

  1. Log in to a system where the SOLIDWORKS PDM client is installed.
  2. Start the Administration tool 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 PDM > Administration.
    • On Windows 8.1 and Windows Server 2012 or later, on the Apps screen, under SOLIDWORKS PDM, click Administration.
  3. If the archive server you want to work with is not listed, add it as described in Adding an Archive Server.
  4. In the left pane, right-click the archive server in which to create the vault, then select Create new vault.

    If you are prompted to log in, see Logging In to an Archive Server.

  5. In the vault setup wizard:
    Screen Action
    Welcome Click Next.
    Choose Vault Type Select either SOLIDWORKS PDM Standard Vault or SOLIDWORKS PDM Professional Vault.
    This screen appears only for SOLIDWORKS PDM Professional.
    Choose vault name Type a name and description for the new vault.
    Select vault archive folder Under Vault archive folder, select the archive folder to store the vault archives.

    The default archive folder is Archives.
    Choose database The vault database contains information about files and activities in the vault.
    Select or enter the SQL Server Express to host the vault database in Select database server.
    A Standard vault database must be hosted on SQL Server Express.

    Type the Database name.

    The SQL login dialog box appears in one of the following cases:
    • Stored SQL login has insufficient privileges
    • User is invalid on the SQL server
    • Username or password is incorrect
    Specify a SQL user such as sa with sufficient permissions.
    License Server for Vault Enter the SolidNetWork License server address in the form: port@SNLServerName.

    For SOLIDWORKS PDM Standard vault, add the server name that has activated license for the Standard vault.

    For SOLIDWORKS PDM Professional vault, add the server name that has activated license for the Professional vault.
    Select regional settings Language

    Select the language to use in the vault.
    Create the admin user Do one of the following:
    • Select Use the default 'admin' password for this archive server.

      The Admin user password defined during the archive server installation is used for the vault's admin user.

    • Clear the option to enter and confirm a password.

      This login is set to the vault-specific admin login settings for the new vault.

    Configure vault Do one of the following:
    • 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.

      If you import a .cex file to use for a Standard vault, features specific to Standard get imported. Any feature that contains elements that are not supported by Standard will not be imported.
    • Use a predefined 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 SOLIDWORKS PDM.

      Quick Start

      Installs a simple data set, including predefined groups and permissions, which enable companies installing SOLIDWORKS 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 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
     
    • If you chose the Default option, the following options are available. Click an option name to display a description.
      Add-ins (SOLIDWORKS PDM Professional)
    • 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 for SOLIDWORKS PDM Professional:

    • Adobe Acrobat
    • AutoCAD
    • Autodesk Inventor
    • Bitmap Images
    • CAL
    • Default Folder Card
    • Microsoft Office
    • MP3
    • Pro/ENGINEER
      Pro/ENGINEER requires a separate Pro/ENGINEER Connector installation.
    • Solid Edge
    • SOLIDWORKS
    • Text Files
    • XML

    File and folder data cards for SOLIDWORKS PDM Standard:

    • AutoCAD
    • Default Folder Card
    • Microsoft Office
    • SOLIDWORKS
    • Text Files
      Items (SOLIDWORKS PDM Professional)
    • Support items

      Support of items includes the item search cards.
      Search Support

    Displayed to users when they search the vault

    • Complete File Search
      Only the items that are supported for Standard are available.
    • User Search
      Task Execution (Server-side Add-ins)

    Tasks available with the SWTaskAddin.dll

    • Convert
    • Design Checker (SOLIDWORKS PDM Professional)
    • Print (SOLIDWORKS PDM Professional)
    Review Information Review the vault parameters, then click Finish.
    Completed Click Close