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PDM User Validation

Question asked by Stan Lake on Mar 5, 2019
Latest reply on Mar 14, 2019 by Stan Lake

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I am new to this entire SW/PDM software, so please forgive any poor word choices.

I am trying to create a test vault from production and am running into some things that are confusing me. The biggest of these is that after the test vault is created and all of the users are created, I am running the Validate Users and getting a few showing the red + on a few. The docs say that this means they are not on the vault server, but if I delete the user from the test vault, I can add them back as a new user and they show in the Active Directory list and they add back in just fine. When I run Validate Users again, they fail to validate again. I am obviously not understanding something about how this is working. Can anyone provide any guidance as to what is a likely cause?

Thanks.

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Kamil Wilkosz Mar 7, 2019 3:56 PM
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Hi Stan,

do you want to connect PDM users with your Active Directory users?
You have to configure it on Archive Server. Please let check the chapter "Importing Active Directory Users into Groups (For SOLIDWORKS PDM Professional only)" in Administration Guide (attached) or on online help to learn how to do that.

Link to online help: 2019 SOLIDWORKS PDM Help - Importing Active Directory Users into Groups (For SOLIDWORKS PDM Professional only)

The red + means that PDM user login is not the same as AD user login and it cannot be connected but it's used when you have vault created with users and you start using AD (or you want to start to have the same account in AD and PDM). For new vault, you should just import users to PDM from AD.

Please remember that to make it run, the Archive Server has to be in domain.

If you will have more question, let me know!

Regards,
Kamil
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- Stan Lake @ Kamil Wilkosz on Mar 7, 2019 4:02 PM
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  Hi Kamil. Thanks for the reply.
  
  In this instance, the user IS an AD user and uses the AD credentials. After further investigation, it seems that the system can get confused if the user has used the system within the domain AND used it standalone, which seems to be what is probably the issue here. The engineers that I am having this issue with have SW on laptops and they are occasionally doing work while not on the network.
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  - Kamil Wilkosz @ Stan Lake on Mar 7, 2019 4:13 PM
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    OK, when you're creating an user in PDM then in registry (on Archive Server) is created an information about it in following registry key:
    
    HKEY_LOCAL_MACHINE\SOFTWARE\SolidWorks\Applications\PDMWorks\Enterprise\ArchiveServer\ConisioUsers
    
    If the user is not present in this registry key then in PDM Administration you will see a red plus next to user login.
    To recreate user in the registry key, let's try to change an password for him (from PDM administration) or try to create in other test PDM vault a new user with exactly the same login.
    
    Let me know if it helped!
    
    Regards,
    Kamil
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    - Stan Lake @ Kamil Wilkosz on Mar 8, 2019 1:42 PM
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      Hey Kamil,
      I do not see that reg key. I do have a
      HKEY_LOCAL_MACHINE\SOFTWARE\SolidWorks\Applications\PDMWorks Enterprise\ArchiveServer\ConisioUsers
      key, so I am assuming that is the one you are referring to. The only enter in there is the one for the admin account. Keep in mind that all are users are AD accounts and using Windows authentication.
      I think that the issue is just going to be the on network versus off network issues I described.
      
      Thanks for your time and input.
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      - Kamil Wilkosz @ Stan Lake on Mar 14, 2019 11:06 AM
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        Stan, you're correct. If you import user from AD than it's no key created in mentioned reg key.
        
        So, let's verify if that everything is set right in the Archive Server Configuration Dialog:
        
        May, as you said, the connection doesn't pass?
        
        Let me know if you have still issue with this case.
        
        Regards,
        Kamil
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        Stan Lake @ Kamil Wilkosz on Mar 14, 2019 11:27 AM
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        Our archive server settings look identical to the image.
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