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Working offline during a SOLIDWORKS PDM Vault Maintenance

Article by Samir Lohmann created/updated December 20, 2018

Overview

During a SOLIDWORKS PDM vault maintenance, such as a migration or implementation of a server, a performance audit, or during an upgrade, users may need to work offline for a certain period of time, while the vault is being serviced. This article describes the steps to work locally and check your files back into the vault after the maintenance is finished.

Preparation

Prior to the SOLIDWORKS PDM vault maintenance date, check-in all your files and get the latest versions of all files that you will need while the vault is offline. To get the latest versions, select your files and press the button Get Latest Version on the toolbar. For assemblies and drawings, make sure you also selected any references files in the dialog box that appears when you click the command.

Get Latest Version

Get Latest Version

Setting up the Local View

Go to Start Menu > Programs > SOLIDWORKS PDM > Administration, expand Local Settings and double-click Settings.

A dialog window will open. Select your vault, and make sure the options User server default and User automatic login for this vault are both unchecked.

Disable automatic login

Disable automatic login

Point to your local view in Windows Explorer and click Work Offline.

Work offline button

Work offline button

Working Offline

When you open the vault, all folders will show a blue icon. You will only see files that you have previously been cached to your local view and the vault functions such as Check in, Check out, Change State will not be available.

Offline folders

Offline folders

All files will show a column Writeable, and the value should be No. To be able to work with these files, you can either right click and uncheck the Read-Only flag (one by one) or copy multiple files to a folder outside of the local view (e.g. C:\Temp), right-click and uncheck the Read-Only flag of all files at once.

Offline files

Offline files

Save your files in SOLIDWORKS and, optionally, keep a record of the files you are changing (e.g. an Excel spreadsheet) to help you return the modified files to the migrated vault.

Copying files after the PDM vault maintenance

As part of the new vault setup, your old local view will be transformed into a regular Windows folder (yellow icon).

Login to your new local view, check-out all files that you have modified while offline and then copy those files to the vault, replacing the existing ones. This will create a new version that you can now check-in to the vault. The previous history of those files will be kept.

If you created any new files, simply copy them to the local view and check them in as new files.

Fixing broken references

If the process above resulted in any broken references, select the file with the missing references and go to Tools in you PDM menu > Update References.

Update references

Update references

Select the references that you want to fix and click the second button of the Toolbar (Find Files). This will allow you to search the vault for a file with that name and fix the reference.

For more information about the Update References tool, see this article or this SOLIDWORKS Help page.

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Samir Lohmann

Samir Lohmann is a certified SOLIDWORKS PDM specialist. He has worked with different engineering data management systems since 1999 and helped hundreds of companies since then. He started working with SOLIDWORKS PDM in 2008 and is a member of the Javelin team since 2016.

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