We recently stepped up to SWpro with PDM works and I am
nowwondering how to set it up properly. Until now all of the
fileshave been on my computer and the other user has
been sharingthem. We understand that's not an ideal way to run
things but weFINALLY have PDMworks
but no book
.
Can anyone here help me to understand how to set up a vault etc. Ialready have many of the files copied to the server.
Should we have gotten a book? How did you all learn how to do it?My VAR's next PDMworks training is about 1-1/2 months away.


Can anyone here help me to understand how to set up a vault etc. Ialready have many of the files copied to the server.
Should we have gotten a book? How did you all learn how to do it?My VAR's next PDMworks training is about 1-1/2 months away.
Have you tried printing the entire PDMWorks Help file? I still refer to my copy.
Also, check out the Online Tutorial included with SolidWorks.
One last suggestion is to hire a local Consultant to come in for a day or two to set up your system and train you onsite.
Where are you located?
Pete
I am in RI.
Hate to get all elemental on you folks but I have some simplequestions. Thanks in advance for your patience - maybe thissimplistic discussion will help someone else someday.
I received my new computer last week with SW already installed. Ijust now stuck the disc in and selected "Other Products".One of the options is PDMWorks Workgroup Server - does that getinstalled on my machine or over on the server?
Also, once I tried to start PDMworks from the SW add-ins located inSW tools but it wanted a vault location. I could have pointed it toa folder on the server where engineering files are located butwithout definite instructions... well I didn't want to do that.
PDM works tutorial wants me to install a tutorial vault. The notestates:
"A computer can contain only one Vault. Choose a computer withno production data. If PDMWorks Workgroup is installed on thecomputer, uninstall it before installing the tutorialVault."
I have a copy of all SW files on my computer. Will the tutorialvault find these? What does it mean when it says "A computercan contain only one Vault. Choose a computer with no productiondata."
I have the space to hold multiple copies of all the files if thetutorial vault is just a place to learn from that's ok but if itgoes out and finds the working directory and messes with thosefiles that wouldn't be good.
First things first...
You want the vault on a backed-up network server.
I'd install the tutorial vault where you plan to install the real one and play with it for a while; you and the other admins/users. Get a feel for how things work.
As for training, if you can't get it through your VAR, another option would be i.get.it. It's an online training resource. I've used them in the past for training, including getting my CSWP.
The cad files are going into a directory on the main server called"Engineering files".
Is this where I load the PDMWorks program?
Should the directory be empty of all cad files when I load it? Ihave write permission to this directory on the server - do I loadit from my desk or does it need to be loaded locally? I'm trying toset this up while working on other things so I need to go step bystep.
The PDMWorks manual is 300+ pages of valuable information, Bill. There's no easy way to condense it all down into forum postings. I'd all but guarantee that if you, and your users, don't get some training, you'll wind up with a mess.
No big deal here. Small assemblies (less than 10 parts most of thetime), Similar components, often shared components in multipleassemblies etc.
I'll load it onto the server in the "engineering files"directory and go from there.
I convinced them to buy it now I have to make it work.
server install
- logon on to server (locally or thru remote desktop)
- install PDMWW Server. default data directory: VaultData. you can name it anything you want though.
- share VaultData folder.
workstation install
- install (custom) client on each workstation.
- only install admin tools on designated computers.
done with install.
from an admin computer, launch pdmw vaultadmin.
login name = pdmwadmin (new install)
password =
vault computer = server name
- review vault settings (options) and set
- add users/groups
- add revision scheme
- skip revision table (for now)
- add a project(s)
- skip lifecycle (for now)
- add/skip properties (as needed)
- add/skip standard library (toolbox path)
last but not least, in pdmw client there are a few options that need to be reviewed and set.
start using pdmww
William,
I am somewhat new to PDMWorks as well although I've been workingwith it for a couple of months and have had some training onit. Our company is in Cranston, RI. Where are youlocated?
Meeting with "powers that be" yesterday revealed thatthey would like me to set up the vault on the new guy'scomputer
Found that I cannot print PDMWorks help manual unless I haveit installed. Cannot install it without a vault. Cannot create avault without knowing how, cannot know how without a manual -starting to see a pattern here...
Frustrated? Yeah, a little.
Attachments
Your VAR, if they're any good, should be willing to come onsite to train. If not, then look for a consultant in your area who will. You'll be glad that you did.