Reserving SOLIDWORKS PDM and SOLIDWORKS Manage Licenses

Article by Andrew Lidstone, CSWE updated May 10, 2017

Article

Sometimes it is necessary to ensure that certain users always have a license of SOLIDWORKS PDM or SOLIDWORKS Manage available. This can be done by using the Options File for the SolidNetwork License Manager.

In other posts we’ve discussed how the Options File can be used to change the default timeout for PDM licenses, the default timeout for SOLIDWORKS licenses, how to block borrowing of SOLIDWORKS licenses and how to reserve just SOLIDWORKS licenses, now let’s look at reserving SOLIDWORKS PDM and SOLIDWORKS Manage licenses for certain users.

How to create a Custom Options File

Step 1:  Launch the SOLIDWORKS SolidNetWork License Manager program and click “Modify…” on the Server Administration tab.

SolidNetWork License Manager - Modify

SolidNetWork License Manager – Modify

Step 2:  Select the option to “Activate/Reactivate a software license” and then click “Next >”.

Activate/Reactivate a License

Activate/Reactivate a License

Step 3:  On the next screen check the box beside “Options File” and click “Edit”.

Edit Options File

Edit Options File

Step 4:  If you do not have an Options File created yet you will be presented with the option to create a new one in the default path.

Create Options File

Create Options File

Step 5:  Now we write our Options File.  First, let’s set the Options file to be case insensitive. By default the Options file will read user and group names as being case sensitive.  This frequently leads to some confusion so avoid this, we will enable the keyword GROUPCASEINSENSITIVE:

GROUPCASEINSENSITIVE ON

Next, the groups will need to be defined.  These are not the groups already setup in SOLIDWORKS PDM.  The SNL Manager has no idea that those groups exist, so the groups for the purpose of reserving licenses MUST be explicitly defined in the Options File.

The correct syntax will be to have the Option Keyword, in this case GROUP, followed by the group name, then each user name that is a member of the group, each separated by a space.  This is the PDM username NOT the Window username, which would be the case if you have set up groups to reserve SOLIDWORKS licenses.  So if you have already defined groups of users in the Options File to reserve SOLIDWORKS licenses, you may need to create entirely new groups, with different usernames to reserve the PDM licenses.  So as an example, we can define two groups for whom we want to ensure there will always be a license available, the senior designers and the PDM administrators:

GROUP senior_design scott chris joe
GROUP administrators justin andrew

This is then followed by the actual reserve option definition.  The correct syntax will be to have the Option Keyword, in this case RESERVE, followed by the number of licenses to reserve, followed by GROUP and then the name of the group, each separated by a space.  So if we need to reserve three SOLIDWORKS PDM Professional CAD Editor licenses for the three senior designers, but just one PDM Professional Contributor license to be shared between the two administrators (who are not using SOLIDWORKS), we will add:

RESERVE 3 swepdm_cadeditorandweb GROUP senior_design
RESERVE 1 swepdm_contributorandweb GROUP administrators
Reserving SOLIDWORKS PDM Licenses

Reserving SOLIDWORKS PDM Licenses

The Feature Names of the SOLIDWORKS PDM Professional products are:
Product NameFeature Name
CAD Editorswepdm_cadeditorandweb
Contributorswepdm_contributorandweb
Viewerswepdm_viewer
Universal (PSL)swepdm_processor

 

The Feature Names of the SOLIDWORKS Manage products are:
Product NameFeature Name
CAD Editorswmanagepro_editor
Contributorswmanagepro_contributor
Viewerswmanagepro_viewer
Universal (PSL)swmanagepro_processor

 

The Feature Names of the SOLIDWORKS PDM Standard products are:
Product NameFeature Name
CAD Editorswpdmstd_cadeditor
Contributorswpdmstd_contributor
Viewerswpdmstd_viewer

 

Step 6:  Once the Options File text is finished, save the sw_d.opt file and close it.

Save SolidNetwork License Manager Options File

Save SolidNetwork License Manager Options File

Step 7:  Ensure that all server information is correct and click Next to proceed to the next screen.

Check Server Information

Check Server Information

Step 8:  Click “Select All” to make sure all your SOLIDWORKS products are selected for reactivation, enter your contact email and click “Next>” to complete the reactivation process.

Activate License

Activate License

Activation/Reactivation Succeeded

Activation/Reactivation Succeeded

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Andrew Lidstone, CSWE

Andrew Lidstone is a SOLIDWORKS Elite Application Engineer specializing in Data Management systems. He has been working in the SOLIDWORKS reseller channel since 2010 helping clients get the most from their CAD tools.