PDM Automatic Login Options
SOLIDWORKS PDM can be configured for automatic login either individually on each client computer or globally for all users if the vault’s configuration is integrated with Windows Login. Once configured, users will no longer be prompted for their login credentials when accessing PDM.
Automatic Login Types
- > PDM login uses PDM user credentials and can be configured per client computer.
- > Windows Users login uses Windows Local or Domain account credentials and can be configured on the PDM server by the administrator and applies to all PDM users. Note this option is only available for PDM Professional and it can be overridden on client computers to use manual login type.
Automatic Login Using PDM Login
On the client computer, launch the SOLIDWORKS PDM Administration tool. Expand Local Settings and then double-click Settings to launch the dialog.
On the Automatic Login tab of the Settings dialog:
- > Select the vault from the dropdown list.
- > Check the box Use automatic login for this vault.
- > In the Login section, enter the PDM credentials
- > Click OK to complete the changes.
PDM will now use the saved credentials for automatic login and the user will no longer be prompted for login credentials when accessing PDM.
Note: this method is specific to the computer it is configured on, not the user. If the same PDM user logs into a different machine, they will be prompted to enter their credentials.
Automatic Login Using Windows Users Login
On the server which hosts the PDM Archive, navigate Windows Start > SOLIDWORKS PDM and launch Archive Server Configuration.
Within the application, select Tools > Default Settings.
Within the Default Settings dialog, on the Login tab in the Default login type section, check the Automatic login box under Windows login and then click OK to complete the changes.
PDM will update all client users to automatically login using their Windows Credentials as configured in the Settings… button.
Disable Automatic Windows Login for Client User
When configured to use Windows User Automatic Login, there may be situations where client users need to switch between users. The automatic login type can be disabled on the client computer and the standard PDM login dialog will appear.
On the client computer, launch the SOLIDWORKS PDM Administration tool, expand Local Settings, and then double-click Settings.
On the Automatic Login tab:
- > Select the vault from the dropdown list.
- > Uncheck the box User server default.
- > Uncheck the box Use automatic login for this vault. The Login section will now be greyed out.
- > Click OK to complete the changes.
PDM will no longer use the automatic login and the user will be prompted to login manually.
Note this method is specific to the computer it is configured on. If the PDM user logs into a different machine, they will be automatically logged in using their Windows user credentials.