How to rename a SOLIDWORKS PDM Archive Server

Article by Joe Medeiros, CSWE, last updated on March 21, 2017

If you want to rename SOLIDWORKS PDM Archive Server, follow these steps to ensure proper functioning of SOLIDWORKS PDM after renaming the server machine.

Step 1: Backup and lock access

The first step is to ensure you have a recent backup of the archive and the SQL database. Once the backups are complete, you need to ensure  that during the rename operation no one can access the PDM vault; refer to my recent article on how to block PDM login.

Step 2: Rename the Server

The next step is rename the server. There are a number of ways of doing this. In the below image I illustrate how this is done through Windows System Settings.

Rename SOLIDWORKS PDM Archive Server

Rename PC through Windows System Settings

Step 3: Edit SQL Tables

Now that the server is renamed, we need to make make changes through SQL Server Management Studio. Expand the Tables folder, for your vault and edit the tables ArchiveServers and SystemInfo.

Edit Table

Edit Table

Update the ArchiveServerName ONLY, for each of these tables. If this a replicated environment, ONLY update the server that was renamed.

Updated name

Updated name

Once the Tables have been updated, restart the Archive Server service.

Step 4: Edit Client Registry

Each client must now be updated to reflect the new Archive Server name.  Edit the registry key:

HKEY_LOCAL_MACHINE\SOFTWARE\SolidWorks\Application\PDMWorks Enterprise\Databases\VAULTNAME

And update ServerLoc with the new server name.

Registry Editor

Registry Editor

If the above key is empty, the file vault view is most likely “private”, in this case, edit the key:

HKEY_CURRENT_USER\Software\SolidWorks\Applications\PDMWorks Enterprise\Vaults\VAULTNAME

Next delete the registry:

HKEY_CURRENT_USER\Software\SolidWorks\Application\PDMWorks Enterprise\ConisioAdmin

Deleting this key is only required  if the vault view is “private”. Once the changes have been made, on the client, reboot the system and log into the vault.

If the server is part of a replicated environment, ensure that server name is correct in your replication settings.

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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