- #Solidworks pdm professional icon plus sign how to
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Users can view files, but cannot check-out files for editing.Įven though three components are included with each license of the PDM Editor, this does not mean that these components can be used concurrently, by three users. Viewer: Offers view only capabilities.
#Solidworks pdm professional icon plus sign windows
Contributor: Offers the same functionality as the Editor, but uses a Windows Explorer interface. This includes Checking Out files so they can be edited, Checking In files so that they will be saved to the PDM server, searching for files as well as other vault related activities. Editor: Adds an Add-in in SOLIDWORKS, which allows a user to interact with the vault from with-in SOLIDWORKS. Below is a brief description, of these different PDM components types. The Editor includes a Contributor and a Viewer. In this article, I will provide an overview of the PDM Editor Add-in for SOLIDWORKS.įirst though, let’s review the Editor License. Have you seen our blog archive where we have posted plenty of helpful articles? We also have a fantastic video library filled with easy-to-follow videos on a number of topics inspired by other SOLIDWORKS users – take a look. Also, don’t forget to follow Innova Systems on Twitter for daily bite size SOLIDWORKS tips, tricks and videos.With each license of SOLIDWORKS Professional and Premium, a license of SOLIDWORKS PDM Standard Editor is included. There are several tabs in the lower half of the screen (“Preview” through to “Where used”) and each of these tabs will display information on the currently selected file or folder.Ĭheck out this video for more information on the SOLIDWORKS PDM User Interface. Double click a file or folder to open it and right click them to see further options, the top and bottom of the right click menu will be familiar and the PDM options appear in the middle. To navigate, simply treat it like you would any other Windows Explorer folder. These will either have been given to you by your PDM administrator or if you have PDM Professional these may be your windows username and password. If the login box doesn’t pop up you may have cancelled a previous login attempt in this case right click on the vault icon and choose login.Įnter your username and password. To access the PDM Vault, double click on the folder with the PDM icon and the login box will pop up. If you followed our recommendations, the local view will be in the root of the C: Drive. Now we’ve created the local view we need to find it and log in. You will also be asked who (which Windows users) should be able to access the local view again we recommend that you select all users (requires local admin rights). You don’t want the local view to end up within a My Documents folder which isn’t visible to everybody, and which might not actually be on your computer!. It’s easy to find and quicker to browse to. We recommend putting your vault view in the root of your drive for 2 main reasons We highly recommend the root of your C: drive, although if you have a secondary storage drive then the root of that drive is OK as well. You will then be asked where you want the local view created. Again, in most cases there will just be one, although sometimes you may see a testing vault. Then you must pick the PDM Vault you want to add on your machine. If there isn’t a server listed click ‘ Add…’, type in the name of the server hosting the SOLIDWORKS PDM archive, leave the port as 3030 and click ‘ OK’. In most cases there will just be one server listed. Once started you will be asked which server your PDM Vault is on. It can be found by searching the start menu for ‘View’, or by clicking: Start > SOLIDWORKS PDM > View Setup #Solidworks pdm professional icon plus sign how to
How to create a local view using the View Setup toolĪfter the SOLIDWORKS PDM client has been installed you must create a local view so that you can log into the vault.I’ll show you how to access your PDM vault by covering the following three areas: If your SOLIDWORKS PDM Vault is missing following reinstallation, it’ll be because it hasn’t been connected to your vault in order to create a local view.
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