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.
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Select regional settings |
Language Select the language to use in the vault.
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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.
|
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Add-ins
- Dispatch (SOLIDWORKS PDM Professional)
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 |