A new SOLIDWORKS PDM Vault is created with the SOLIDWORKS PDM Administration tool. To create a new vault right-click on the server and select Create new vault from the shortcut menu as shown below:
Press on Next in the Welcome Screen to begin creating the new Vault.
Select whether the installed PDM Type is SOLIDWORKS PDM Professional or SOLIDWORKS PDM Standard
Next provide the Vault with a Name and optionally a Description, for the Vault.
Select the location of the Archive Folder. This would have been defined during the installation of SOLIDWORKS PDM Server.
Point to the SQL Database server and provide a name for the database that will be associated with this vault. PDM will automatically generate a name for you, by adding ‘SWPDM_’ in front of the Vault Name.
Enter the login information for the SQL server.
Provide the path where the SOLIDWORKS License Manger was installed, in the form of port number@server name. By default the port number is 25734.
Set the Language and Date Format for the Vault
The default ‘Admin’ password defined during installation of PDM can be used, or another password can be created for this one vault.
SOLIDWORKS PDM ships with Predefined Vault Configurations, which can be useful in the understanding of PDM components, such Data Cards and Workflows. These components can also be built on, to create your own components. When Configuring the Vault, three Predefined Configurations are available. The Default contains Data Cards for many common file types, the SOLIDWORKS Quick Start contains Data Cards associated with SOLIDWORKS file types and Empty can be used to create each component from the beginning.
If Default or SOLIDWORKS Quick Start Configuration are chosen, details of each component be selected and in the case of the Default, The Dispatch Add-in and Tasks can added, as well.
After reviewing your options, click on Finish to create the New SOLIDWORKS PDM Vault.
The new Vault will now appear SOLIDWORKS PDM Administration.
Learn more about creating a new SOLIDWORKS PDM Vault
Attend our SOLIDWORKS PDM Administration training course to learn how to create and manage a PDM vault. The course is available live online or in a classroom near you.