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How to enable Content Search in SOLIDWORKS PDM Professional (Part 1)

Article by Justin Williams created/updated April 1, 2019

In this article, we are going to look at how to enable the content search in SOLIDWORKS PDM Professional using the Windows Search Service.

This features requires:

  • SOLIDWORKS PDM Professional version 2016 SP0 or newer
  • The archive server service must be able to access the archive folders via locally attached or SAN storage. Network shares are not supported.

NOTE: In this example, the Archive Server and SQL Server are on the same system.  If they are on separate systems, please see part 2 of this article

Step 1 – Install Windows Search

  • Server Manager > Manage > Add Roles and Features
Add Roles and Features

Add Roles and Features

  • Features > Select Windows Search Service > Next
    • Then click Install
Windows Search Service

Windows Search Service

  • Confirm via services that the Windows Search Service is running, if not start it;

Confirm and Start Service

Step 2 – Configure Windows Search to index the vault archives folder

  • Control Panel > Indexing Options
Indexing Options

Indexing Options

  • Modify > Add the archive folder location including all of its subfolders > Ok
Add the archive folder location including all of its subfolders

Add the archive folder location including all of its subfolders

Step 3 – Configure the vault to use Windows Search for indexing

  • Administration Tool > Indexing
    • Check Index File Vault Archives
    • Ensure Windows Search is selected for the Indexing Method
    • Select the Archive Path > Edit
Configure the vault to use Windows Search for indexing

Configure the vault to use Windows Search for indexing

  • Browse and add the archive path for the SQL Server > Hit Ok and close both dialogs
Add the archive path for the SQL Server

Add the archive path for the SQL Server

Step 4 – Complete

  • We should now be able to search the content of files within the vault via:
    • Complete Search Card > Content Tab
      • Search in Content
Search in Content

Search in Content

Wrap up…

By default the Windows Search Service supports indexing the following files types;

  • Microsoft Office files
  • HTML files
  • MIME messages
  • plain-text files

To learn how to include PDFs and for SOLIDWORKS files please subscribe to our blog for future articles.

NOTE: In this example, the Archive Server and SQL Server are on the same system.  If they are on separate systems, please see part 2 of this article

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Justin Williams

Justin Williams is a Data Management Applications Expert based in Edmonton, Alberta, Canada.

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