Creating Views with the View Setup Wizard

To set up the vault view, install the SOLIDWORKS PDM client.

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

  1. From the Windows Start menu, click SOLIDWORKS PDM > Administration.
  2. In the View Setup wizard:
    Screen Action
    Welcome Click Next.
    Select archive servers From the list of available archive servers:
    • Select an archive server.
    • Add an archive server:
      • Click Add.
      • In the Add server manually dialog box, enter 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 vaults 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 disk drive.

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

      The local view is accessible only to the Windows profile that is logged in. Use this option when multiple users use this system. Place the local vault view in a user folder that is accessible to the logged-in profile.

      For all users on this computer

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