How to enable Content Search in SOLIDWORKS PDM Professional (Part 2)

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.

The following is required:

  • 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 different systems.  If they are on the same system, please see part 1 of this article

Step 1 – Enable 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
Select Windows Search Service

Select Windows Search Service

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

Start Windows Search Service

NOTE: This will need to be completed on BOTH the archive and the SQL server

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

On the archive server;

  • 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 – On the archive server, share the vault archive folder

NOTE: The vault archive folder MUST be accessible from SQL server via a UNC path

  • Navigate to the vault archive folder > Right-Click Properties
    • Sharing Tab > Share
      • Note the UNC path
Note the UNC path

Note the UNC path

Step 4 – 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
Ensure Windows Search is selected for the Indexing Method

Ensure Windows Search is selected for the Indexing Method

  • Add the UNC Path to the vault archive from the SQL server
Add the UNC Path to the vault archive

Add the UNC Path to the vault archive

Step 5 – 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.

Justin Williams

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

Want to learn SOLIDWORKS?

Take a training course from our team of Certified SOLIDWORKS Experts