SOLIDWORKS PDM Maintenance & Backup Recommendations

Article by Joe Medeiros, CSWE, last updated on January 8, 2018

For SOLIDWORKS PDM Maintenance to optimize performance and prevent data loss, it is important to perform scheduled back-up of your PDM components.

Let’s first examine the components that should be backed up. These components are:

  1. The SQL Database,
  2. The Archive Folder and
  3. The Archive settings.

With the first two components, failing to back these up correctly, may lead to permanent data loss.

The first and second components, should be scheduled to occur during the same time span so there are no mismatches in data. For example, the SQL Database and the Archive Folder could be scheduled to occur over night, when no one is accessing the vault. This ensures that the information in the SQL database, matches the files in the Archive. If there are mismatches, those files may not be recoverable, if a fatal event were to occur, such as the loss of a server.

Also, back-ups should be done to a server other then where the PDM components are installed, preferably one that is in a different location.

The SQL Database

The database is typically backed up through SQL Management Studio. SQL Management Studio ships with SQL Standard or higher, and is used by PDM Professional. PDM Standard uses SQL Xpress, which does not contain SQL Management Studio, but this can be installed separately.

SQL Management Studio is installed on the database server. Once you launch this application, you will need to login with the Windows or SQL Server login.

Connect to the server

Connect to the server

Back-us of the database can be scheduled through the Maintenance tab of Object Explorer

Maintenance tab of Object Explorer

Maintenance tab of Object Explorer

To create a Back-up Plan use the Maintenance Plan Wizard,

Maintenance Plan Wizard

Maintenance Plan Wizard Tool

And schedule a Back-up.

Maintenance Plan Wizard

Maintenance Plan Wizard

If you use software to back-up your server, do not reply on it to back-up the SQL database, unless it has the purpose build functionality, to do this and you are confident in its ability to back-up databases.

The Archive Server and Settings

There are no utilities, that ship with PDM for backing up the Archive. A reliable back-up application, should be used to do this. Please note that, depending how PDM was set-up, the Archive and Database may have installed on separate servers. Also, if you a replicated environment, remember to back-up all the Archives.

The third component that should be backed up, is the Vault Settings. these settings essentially correspond to the nodes, you see in the SOLIDWORKS PDM Administration.

Back-up Vault Settings

Back-up Vault Settings

These settings are backed up from the Archive Server Configuration Tool, which is located on the Archive Server.

SOLIDWORKS PDM Archive Server

SOLIDWORKS PDM Archive Server

Backup settings, can be created for individual or groups of vaults.

Backup settings

Backup settings

SOLIDWORKS PDM Maintenance Plans

As well as backing up your data to help prevent data loss, there are a couple of Maintenance Plans, that can be configured increase database performance. SOLIDWORKS recommends running  Reorganize Index weekly and Rebuild the Index monthly. The actual frequency will depend on how much time it takes, for your SQL Index to be come fragmented. Checking the fragmentation regularly, will help you determine the scheduling

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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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