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Installation
- SOLIDWORKS and SW PDM System Requirements
- Preparing for Installation
- How to Download SOLIDWORKS
- SOLIDWORKS Installation Manager (.exe)
- How to Request a Manual Download for SOLIDWORKS
- How To Order A SOLIDWORKS Media Kit
- Installing – A Complete Overview to Managing a CAD Environment
- SOLIDWORKS Hardware Guide
- Troubleshooting SOLIDWORKS Installation Issues
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- SOLIDWORKS Individual Installation
- How to Modify Your SOLIDWORKS Installation
- How to Repair Your SOLIDWORKS Installation
- Performing a Clean Uninstall
- How to Quickly Update SOLIDWORKS to a Newer Service Pack
- How to Transfer a Standalone License
- Install Multiple Versions
- SOLIDWORKS Activation Wizard: How to Transfer SOLIDWORKS License
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- SOLIDWORKS Network Licensing
- How to Upgrade SolidNetWork License Manager
- Moving from SOLIDWORKS Standalone to Network Licenses
- Adding License to an Existing SolidNetwork License Manager
- Use Options File to Reserve Licenses for Specific Users
- SOLIDWORKS SolidNetWork License Order Guide
- How to Reactivate SOLIDWORKS Network Licenses
- How to Move the SOLIDWORKS SolidNetWork License Manager to a New Server
- SOLIDWORKS SolidNetwork License Manager Overview
- How to Install the SolidNetwork License Manager
- Reserve Licenses with Options File
- How to add or remove network serial numbers
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SOLIDWORKS Portal
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SOLIDWORKS
- SOLIDWORKS Keyboard Shortcuts
- SOLIDWORKS Copy Settings Wizard
- Accessing Xpress Tools
- How To Tell Who Has a SOLIDWORKS File Open
- How to Use SOLIDWORKS Pack and Go
- SOLIDWORKS Administration Overview
- Rebuild Types and How They Work
- Understanding SOLIDWORKS Settings and Templates
- How to create SOLIDWORKS Part, Assembly, and Drawing Templates
- Utilizing Cloud Storage with SOLIDWORKS
- Automate File Exports with Task Scheduler
- Troubleshooting Weldment Cut List Consolidation
- SOLIDWORKS Multi-sheet Custom Properties Source
- How to Use Save As with References
- How to Troubleshoot Graphical Issues
- How to Enable or Disable SOLIDWORKS Add-ins
- PDM Branch and Merge Overview
- Copy and Paste as Reference in PDM
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PDM
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- PDM How to Work in Off-line Mode
- How to Use PDM Move Tree
- How to Use PDM Copy Tree
- PDM - What are Private State Files?
- PDM Search Operators
- How to Set PDM to Details View in Windows File Explorer
- SOLIDWORKS PDM Search Results – Which Configuration’s Variables are Displayed?
- PDM Automatic Login Options
- Preview Tab Options
- How To Overwrite Latest PDM Version
- Difference Between Versions and Revisions
- How to export search results from PDM
- Selecting Child References Automatically in SOLIDWORKS PDM 1/3
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- PDM Administrators: Roles and Responsibilities
- PDM License Type Matrix
- PDM Server Recommendations
- PDM Backup Procedures
- How to Reset Your SOLIDWORKS PDM Admin Password
- How to Control Get Version Commands
- Adding a PDM Vault View with a Windows Azure Active Directory Account
- PDM Major Minor Revisions
- How to Set Revision Manually in PDM
- How to Set Up Revision Tables
- PDM - What are Version Free Variables?
- PDM How to Rollback a File to a Previous Version
- PDM Setting Cache Options Automatically
- How to Change PDM Date Formatting
- How to Delete a PDM User Completely
- How to Reset Web2 Authentication in IIS
- SOLIDWORKS PDM Connectivity Test Tool
- How to Configure the Local HOSTS file to Resolve Server Name
- Create Local Vault View Shortcut
- How to Configure a Computer to be a PDM Task Host
- How to Setup a Dedicated Unattended Task Host
- How to use PDM Database Upgrade Tool
- Collect Support Information for PDM
- Update Credentials for PDM Archive Server
- Update Credentials for PDM Database Server
- Creating and Using PDM Labels
- Troubleshooting PDM Notifications
- PDM Cold Storage and How To Use It
- How to set the PDM Preview Tab Viewer
- How to reset the SQL password for the PDM Vault SQL Server
- SOLIDWORKS Strategies for Using the File Version Upgrade Tool (FVUT)
- How To Relocate An Existing SOLIDWORKS Vault View To Another Drive
- How to manually remove a disconnected PDM Vault View
- How To Relocate Vault Archive Folders To Another Drive
- How to Setup Toolbox in PDM - SOLIDWORKS
- How to Resolve “Workflow States Exceeds Permissible Limit” - SOLIDWORKS
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- Create Local Vault View
- How to Delete or Recreate a Local Vault View
- Create Local PDM Vault View Using .cvs File
- How to Change PDM Client License Type after Installation
- PDM File Version Upgrade Tool
- PDM Upgrade Checklist
- How to Upgrade SOLIDWORKS PDM Add-ins
- SOLIDWORKS PDM: Moving Server Components - Checklist
- How to Install SOLIDWORKS PDM Standard
- SOLIDWORKS PDM / Manage Installation Guide (PDF)
- Install Microsoft SQL 2019 for PDM Professional
- How to Install PDM Client Software
- Change SQL Server License
- How to Upgrade SOLIDWORKS Toolbox in PDM - AUTOMATICALLY
- How to Upgrade SOLIDWORKS Toolbox in PDM - MANUALLY
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Known Solutions
- Windows Firewall Exceptions for SOLIDWORKS Network Based Products
- Why Users Need Local Admin Rights to Install SOLIDWORKS
- How to Run SOLIDWORKS with Administrator Permissions
- Blank SOLIDWORKS Installation Manager - Resolution
- SOLIDWORKS RX - The Ultimate CAD Diagnostic Tool
- SOLIDWORKS Safe Modes
- How to Force SOLIDWORKS to Use Your Graphics Card
- How to Ensure that You are Running a SOLIDWORKS Certified Graphics Card Driver
- Troubleshooting SOLIDWORKS Installation Issues
- Resolution to Common File Location Errors
- Non-Matching Internal ID
- Could not obtain a license for SOLIDWORKS CAM. Invalid (inconsistent) license key
- “The Source Folder Is Not Versioned Properly…” Error when Modifying Serial Number
- “A Newer Version of This Product is Already Installed” Error when Installing SOLIDWORKS
- "Error obtaining License (-85, 147, 0)"
- SOLIDWORKS Search Routine Order
- How to Restore Dismissed SOLIDWORKS Messages
- Viewing SOLIDWORKS Configurations in eDrawings
- How to Modify the Reference/Update Dialog Dismissal Time
- SOLIDWORKS Educational Resources
- How to Change the SOLIDWORKS Language
- Restore Your File Associations
- How To Reset SOLIDWORKS Registry
- Resolve "Sheet Format Could Not Be Located"
- How To Correct The "Default Templates Are Not Valid" Error
- Correcting foreign language characters in the FeatureManager Tree
- How to Collect CXPAs
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Simulation
- Simulation Meshing Guide
- How to Duplicate and Reuse Simulation Study Data
- Setting Up Default Options for SOLIDWORKS Simulation
- Which Type of Elements Should I Use?
- Is SOLIDWORKS Simulation Accurate?
- Getting Started with Simulation
- The Basics of Setting Up a Study in Simulation
- Do I Need Non-linear Simulation?
- Submodeling Studies – The What, Why, & How of Using Them in SOLIDWORKS Simulation
- What To Do When you get the “Excessive Displacement” Warning in SOLIDWORKS Simulation
- How to Create Temperature Dependent Custom Materials in SOLIDWORKS Simulation
- How to Export Flow Simulation Results to Import into FEA
- How to Add a Hydrostatic Load
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3DEXPERIENCE
- How to Create a 3DEXPERIENCE ID
- 3DEXPERIENCE Cloud Eligibility Tool
- Cloud Services Activation
- Invite Users & Assign Roles
- How to Install Collaborative Designer for SOLIDWORKS
- Install the 3DEXPERIENCE Add-in for SOLIDWORKS
- How to Install 3DEXPERIENCE SOLIDWORKS Connected
- How to Update SOLIDWORKS Connected and other Apps
- Storing SOLIDWORKS Templates on 3DEXPERIENCE Platform
- Work Offline in 3DEXPERIENCE
- How to uninstall 3DEXPERIENCE SOLIDWORKS Connected
PDM Backup Procedures
PDM Backup Procedures
This document explains how to perform full backups of every component of PDM that would be needed to recover from a disaster.
Ok so now you have the amazing capabilities of SOLIDWORKS PDM at your disposal for data management, but that data needs to be protected. Server crashes can still wreak havoc if the proper precautions are not in affect should a disaster strike.
This is also an important procedure to follow when troubleshooting or before performing upgrades to your PDM environment.
There are three different components that need to be addressed to be able to restore your PDM environment fully.
Perform One-Time Backup of SQL Database
1. Open SQL Server Management Studio from the Start Menu and log in using either Windows Authentication or SQL Server Authentication.
2. Open SQL Server Management Studio from the Start Menu and log in using either Windows Authentication or SQL Server Authentication.
3. Right click on the database that corresponds to the vault you intend to backup. Click on Tasks > Backup…
4. Ensure that Backup type is set to Full and the Backup component is set to Database. If there is a location already listed, make sure that it is the desired location. If it is not then Click on the location and then click remove. To add a location Click Add…
5. Specify the file name and make sure that the “.bak” extension is included. Then Click OK.
IMPORTANT: The extension .bak must be in the file name.
6. Click Media Options and make sure that “Overwrite all existing backup sets” is selected along with “Verify backup when finished.” Then Click OK.
7. Repeat steps 3-6 above for the ConisioMasterDb database.
Schedule recurring database backups using the maintenance plan within SQL Server Management Studio
1. Expand the Management node from the Object Explorer inside of SQL Server Management Studio.
2. Right click on Maintenance Plans and select Maintenance Plan Wizard.
3. If this is the first time, you are setting up a maintenance plan Click next on the first window that appears letting you know what you can do with maintenance plans. On the next page specify the name of your plan then Click Change.
4. For schedule type, make sure that it is set to recurring. Under Frequency set the occurrence to a setting appropriate for your organization. Set the time you want the maintenance plan to begin and Click Ok then Next.
5. On this page, we can specify the tasks that the maintenance plan will perform. For this tutorial, we are only going to select Back Up Database (Full) and Click Next.
6. On the General tab expand the Database(s) drop down and select the desired database to back up and the ConisioMasterDb, then Click Ok.
7. On the Destination tab specifies the location that the backups will be saved. To do so Click on the “…” and browse to the chosen location.
8. Then go to the Options tab and check on “Verify backup integrity” and Click Next.
9. Specify the location for the report file to be saved. If an E-mail report is desired, check E-mail report and enter a valid E-mail address. Click Next when finished.
10. The final page will have a summary of all the settings specified in the Maintenance Plan Wizard. Click Finished, and it will verify the plan setup as seen below.
Archive Server Settings
1. This includes the settings that the archive server uses to connect to the file vault database. From the Start Menu locate Archive Server Configuration under SOLIDWORKS PDM.
2. Click Tools > Backup Settings…
Note: if the Archive Server Configuration window did not pop-up after clicking it from the Start Menu, check the hidden icons from the task bar.
3. Ensure the desired vault is selected. Then make sure the Backup location is set to the correct location. A password can be entered, which will be required to perform a restoration of the Archive Server settings. Once everything is filled in Click “Launch Backup…”
NOTE: If a scheduled backup of the archive server settings is needed, click the Schedule check box and specify the frequency.
Archive Files
1. Navigate to the location where the physical archives are being stored and use backup application to back up the folder and its contents.
2. If you are unsure where the physical files are being stored, you can see the location in the registry under the following key: HKEY_LOCAL_MACHINE\SOFTWARE\SOLIDWORKS\Applications\PDMWorks Enterprise\ArchiveServer\Vaults\[Vault Name]\ArchiveTable
NOTE: Since these are just standard files, any number of back up tools available can be used to manage the physical file backups.