After installing both the PDM Standard Server and Client components, the server/computer where the database was installed, needs to be identified in SOLIDWORKS PDM Administration. From Windows Start > All Programs > SOLIDWORKS PDM, select Administration.
Right-click on SOLIDWORKS PDM Administration and select Add Server. The default port is 3030. You may need to open up this port on your firewall.
The server will now be listed in SOLIDWORKS PDM Administration
A vault is required to control the workflow and access of files added to SOLIDWORKS PDM Standard. To add the vault, right-click on the server and select Create new Vault from the shortcut menu.
Click on Next in the Welcome window
Name your vault. Optionally a description of the vault can be added.
Select the root folder of the vault. This would have been done during the archive server configuration stage, of the PDM Standard installation
Identify the location of the MS-SQL database server and give the new database a name. When you create a new vault a corresponding database is created in SQL.
In order to use PDM Standard, it’s serial must be included in a SOLIDWORKS SolidNetwork License Manager. This would have been during the installation of PDM Standard. You now need to identify where the SolidNetWork License Manager is located, by clicking on Add and entering the server name where the SolidNetWork License Manager was installed. Please note the port 25734 shown in the below image, is the default port used by SolidNetWork License Manager, if you defined a different port during the installation, please enter that port number instead.
Choose the language and date format.
If you would like, you can give a different ‘admin’ password for this vault, then what was provided during the installation of PDM Standard.
Configure the New Vault. will allow you to choose what vault items, such as data cards, will be added to your new vault. The Default option is useful, if you want to avoid having to create these items yourself. the Quick Start is similar to the default, but it is centered around Solidworks files. The Empty option, allows you to create all these items on your own, or import them from another vault. There are many items that need to created for a vault. I would strongly recommend taking training so that you configure your vault correctly.
In the previous step, if you choose any option but Empty, you can choose which items you want to add to your new vault.
Review the set-up details and click on finish to create your vault.
Once the vault is created, you will be presented with a summary of your new vault. Review your vault and Close this window.
Your new vault will now be visible in the SOLIDWORKS PDM Administration.
Learning more about PDM
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