SOLIDWORKS PDM Standard Client Setup

Article by Joe Medeiros, CSWE created/updated November 26, 2015

Once SOLIDWORKS PDM Standard has been installed, the vault has been created and configured, it is time to connect users to the vault. In SOLIDWORKS PDM Administration, right-click on your vault and select Connect. This step can be skipped, if you are already connected.

SOLIDWORKS PDM Standard Client Setup

SOLIDWORKS PDM Standard Client Setup

If this is the first time accessing your vault, you may be prompted to accept the terms of the SOLIDWORKS PDM Standard License Agreement.

License agreement

License agreement

Enter the password for the vault, you defined when you created your vault.

Log into Vault

Log into Vault

After logging in, again right-click your vault, but this time choose Create Local View. A local view is required in order for users to access files in the vault.

Local view

Local view

Select where the local view of the vault  will be added. To avoid the Windows 256 character limit on path length, I recommend placing the view at the root of a drive.

local view folder

Local view folder

You can make the local vault view visible for all users, or you can restrict it to the logged in Windows user, when the local view was created.

Access for All Users

Access for All Users

On the next screen, You will be prompted to log into your vault.

Log in to your vault

Log in to your vault

You will then see be presented with a local view of the vault. In Windows 7 some of the vault panels,  may not be visible. Left click and drag the solid white bar near the top of the local vault view, to see all the panels.

Local view window

Local view window

 

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Joe Medeiros, CSWE

Joe Medeiros is a SOLIDWORKS and PDM Certified Expert. He has been helping SOLIDWORKS users with training, mentoring and implementations since 1998. He combines industry experience with a thorough understanding of SOLIDWORKS products to assist customers in being successful. He shares his experience and expertise through blogs; one of which has been incorporated into the SOLIDWORKS Essentials training manual.

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