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Exporting and Importing PDM Vault Settings

Exporting and Importing PDM Vault Settings

Whether you are copying a vault for a sandbox environment to test out settings or simply duplicating a vault, reusing settings from a pre-existing vault can be a beneficial time saving tool. SOLIDWORKS PDM settings can be exported easily from a pre-existing SOLIDWORKS PDM vault to a .cex file and then imported into a new vault. Settings for an entire vault can be exported or just a single setting.

 

Note, all settings except for in the tools for indexing, license, message system, and toolbox can be exported.

Exporting Vault Settings

Open SOLIDWORKS PDM Administration and log into the vault. Then, right-click the desired object to export and select Export.

 

In the example below, a SOLIDWORKS Part Card was selected to export.

Exporting and Importing PDM Vault Settings

The Administrative export file dialog opens and lists the objects being exported with the selection. For the example below, the variables associated with the data card are listed as setting to export.

 

In the dialog, you can add, remove, or modify the settings.

 

    • To remove settings or a variable, right-click and select Remove.
    • To add a setting, drag the setting(s) into the dialog box.
    • To modify settings, double-click it.

 

Once you are satisfied with the changes, to save exported settings, choose File > Save and save the file to a desired location.

Exporting and Importing PDM Vault Settings

Below are a few more examples of export settings.

 

Exporting all data cards from a vault (right-clicked the Data Cards category and selected Export)

Exporting and Importing PDM Vault Settings

Exporting a single variable (right-clicked the specific variable and selected Export)

Exporting and Importing PDM Vault Settings

Exporting all variable from a vault (right-clicked the Variables category and selected Export)

Exporting and Importing PDM Vault Settings

Exporting all settings from vault (right-clicked the vault’s name and selected Export)

Exporting and Importing PDM Vault Settings

Importing Vault Settings

To import the vault settings, right-click the vault’s name in the SOLIDWORKS PDM Administration tool and then select Import. Navigate to the desired .cex file. Click Import to complete the process. Be sure to review the imported settings to ensure they were imported correctly.

Exporting and Importing PDM Vault Settings

Technical Support

Get help from our team by Calling us at 800-364-1652 x 2. You can also get assistance by clicking the Technical Support button or the Email Our Experts button below. 

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