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Moving Workgroup PDM Vault [VIDEO]

Article by Andrew Lidstone, CSWE created/updated April 21, 2015

Moving Workgroup PDM Vault to a new computer is relatively simple.  All vault settings, users, groups and the actual SolidWorks files are contained within the VaultData folder, so only that folder will need to be transferred to the new server.

Here are the steps for the full process:

Check In

Check In

Step 1:  Have all users check in any files they are currently working on.

Stop the Vault

Stop the Vault

Step 2:  Stop the Workgroup PDM Service.

Locate the root directory folder

Locate the root directory folder

Step 3:  Locate the root directory folder.  By default this should be located at C:\VaultData.

Copy the vault root folder

Copy the vault root folder

Step 4:  Copy the vault root folder to the new computer.

Install the Workgroup PDM Vault Service

Install the Workgroup PDM Vault Service

Step 5:  Install the Workgroup PDM Vault Service on the new computer.

Summary

Summary

Step 6:  Ensure that the Vault Data location in the installation manager matches the location where the vault root folder was copied to.  If necessary change the location in the installation manager to match the actual location.

Ensure that the Vault Data location matches

Ensure that the Vault Data location matches

Here are the steps in a follow along video:

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Andrew Lidstone, CSWE

Andrew is a SOLIDWORKS Elite Applications Engineer and is based in our Dartmouth, Nova Scotia office.

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