SOLIDWORKS PDM Standard Installation

SOLIDWORKS PDM Standard Client Installation

The SOLIDWORKS PDM Standard installation consists of three components, SQL Express, PDM Server and the SOLIDWORKS PDM Clients. In this post we will cover a SOLIDWORKS PDM Standard Client Installation. The SQL Express and PDM Server installation were covered in a previous post. Installing the PDM Client PDM is installed using the same Installation Manager that is used by SOLIDWORKS. To install SOLIDWORKS PDM Client select “Individual (on this computer)” and click on Next. On the summary page click on CHANGE Select the SOLIDWORKS PDM Client from the list of products and click on Back to Summary to return to the previous page. On the summary page expand the SOLIDWORKS PDM Options and click on CHANGE to select the PDM products From the list of products, select the PDM Product, PDM Client Type and Add-ins and click on Back to Summary to return to the previous page. Identify the installation location,…

Read More...

SOLIDWORKS PDM Client Install Quick Reference Guide

Product selection

Overview This article aims to describe the steps to install SOLIDWORKS PDM in a client machine in a simplified way, as a quick reference. For detailed instructions, please refer to the SOLIDWORKS PDM Installation Guide on the SOLIDWORKS website. SOLIDWORKS PDM Client Installation Steps Before you begin, make sure you are logged on to the client computer as a user with local administrative rights. STEP 1: Run \SWPDMClient\setup.exe from the installation media or folder to install SOLIDWORKS PDM client. STEP 2: Click Next STEP 3: Accept the license agreement and click Next STEP 4: To accept the default installation location, click Next. To specify a different installation location: Click Change. Browse to the new location. Click OK. Click Next STEP 5: Select the type of client to install: Select PDM Product SOLIDWORKS PDM Professional: Select if you connect to SOLIDWORKS PDM Professional server only. SOLIDWORKS PDM Standard: Select if you connect to SOLIDWORKS…

Read More...

How to Switch the installation of a SOLIDWORKS PDM Professional Client to Standard

Switch SOLIDWORKS PDM Client Installation

Part of the SOLIDWORKS PDM Standard Client installation is to select the SOLIDWORKS PDM Standard Client. But you can continue the installation selecting the SOLIDWORKS PDM Professional Client instead. In this post we will cover how to switch SOLIDWORKS PDM Client Installation from a Professional Client to a Standard Client. If you selected the wrong SOLIDWORKS PDM client type during the installation, you will come across many issues when trying to use SOLIDWORKS PDM. For example: Slow performance when opening folders in the PDM vault, Slow performance Check-in/out files, Slow performance when using the Search Tool, etc. Confirm the type of SOLIDWORKS PDM License Open SOLIDWORKS SolidNetWork License Manager Client, in the License Usage tab, select the correct license under Product: In this case, we have SOLIDWORKS PDM Standard CAD Editor Go to Start menu and type admin to open Administration (SOLIDWORKS PDM Administration) Click on Help and About SOLIDWORKS PDM Administration……

Read More...

SOLIDWORKS PDM Standard Administration

In this article we are going to review some of the main components of SOLIDWORKS PDM Standard Administration. These components allow you, the administrator, to control your data and to define what information will be gathered and distributed. It is important to understand how these components function and interact in order to efficiently manage your data. I strongly recommend taking training to become a competent SOLIDWORKS PDM Standard Administrator. Also, your SOLIDWORKS reseller may be able to help with the implementation of your SOLIDWORKS PDM Standard. This can save you time, frustration and ensure you have an efficient vault. PDM Nodes Your SOLIDWORKS PDM Standard vault consists of a number of components, that are referred to as nodes. Each node controls a certain aspect of SOLIDWORKS PDM Standard. These nodes interact with each other, in order to provide a seamless user interaction with the vault. A properly configured vault will provide a intuitive and efficient…

Read More...

SOLIDWORKS PDM Standard Client

The SOLIDWORKS PDM Standard Client, is the user portal for your vault. This portal provides users access to the files in your vault, with the ability to view or modify the files depending on user permissions. Users can interact with the vault through a Windows Explorer interface, or directly from within SOLIDWORKS software. Windows Explorer Client The Windows Explorer Client, shown in the image below, consists of three main sections: The Navigation Pane, allows users to navigate the folders and subfolders of the vault. The File Folder displays the file and sub-folders of the folder selected in the Navigation Pane. This area also contains pull-down menus that allow users to interact with the vault. The third area displays information about selected files within the vault. SOLIDWORKS PDM Client In SOLIDWORKS, users can interface with the vault, by clicking on the SOLIDWORKS PDM Standard icon, in the SOLIDWORKS Task Pane. The function available in the Explorer interface, are mirrored in Solidworks…

Read More...

SOLIDWORKS PDM Standard Client Setup

Once SOLIDWORKS PDM Standard has been installed, the vault has been created and configured, it is time to connect users to the vault. In SOLIDWORKS PDM Administration, right-click on your vault and select Connect. This step can be skipped, if you are already connected. If this is the first time accessing your vault, you may be prompted to accept the terms of the SOLIDWORKS PDM Standard License Agreement. Enter the password for the vault, you defined when you created your vault. After logging in, again right-click your vault, but this time choose Create Local View. A local view is required in order for users to access files in the vault. Select where the local view of the vault  will be added. To avoid the Windows 256 character limit on path length, I recommend placing the view at the root of a drive. You can make the local vault view visible for all users, or…

Read More...

SOLIDWORKS PDM Standard Server & Client Administration Setup

After installing both the PDM Standard Server and Client components,  the server/computer where the database was installed, needs to be identified in SOLIDWORKS PDM Administration. From Windows Start > All Programs > SOLIDWORKS PDM, select Administration. Right-click on SOLIDWORKS PDM Administration and select Add Server. The default port is 3030. You may need to open up this port on your firewall. The server will now be listed in SOLIDWORKS PDM Administration A vault is required to control the workflow and access of files added to SOLIDWORKS PDM Standard. To add the vault, right-click on the server and select Create new Vault from the shortcut menu. Click on Next in the Welcome window Name your vault. Optionally a description of the vault can be added. Select the root folder of the vault. This would have been done during the archive server configuration stage, of the PDM Standard installation Identify the location of the MS-SQL database server and give…

Read More...

SOLIDWORKS PDM Standard Server Installation [UPDATED]

The SOLIDWORKS PDM Standard installation consists of three components, SQL Express, PDM Server and the PDM Clients. In this post we will install SQL Express and a SOLIDWORKS PDM Standard Server Installation. To learn about the PDM Client installation read our next post. Installing SQL Express and the PDM Server PDM Standard is installed using the same Installation Manager that is used by SOLIDWORKS. To install PDM Standard select “Install SOLIDWORKS PDM Server components on this computer” and click on Next. For SOLIDWORKS Standalone installations, PDM Standard requires the installation of the  SolidNetWork License Manager. After pressing next on the Welcome page, you will be asked to provide your SOLIDWORKS PDM Standard serial number, which you can get from your SOLIDWORKS reseller. If you already use SolidNetWork License Manager for SOLIDWORKS, you can modify the existing License Manager to add the PDM Standard serial number. Please refer to the article Adding EPDM License(s) Serial Numbers to an Exiting  SolidNetWork License…

Read More...

Want to become a SOLIDWORKS Expert?

Take a LIVE Online Training Course from Javelin