- [Instructor] At this point in the series
we've gone through all the steps
to install SOLIDWORKS PDM
and all its components,
modify the installation
and then back step a little bit
and upgrade the installation
to the professional PDM package
giving us the full capability.
At this point it's time to start creating our vaults
where we can start storing our data
and managing it
which is the whole point of this process.
So, like before, I'm going to have my remote desktop connection
into my PDM server location.
So, I'm going to go ahead and expand that.
Now, to begin all of these processes
you're going to start using the administration tools.
You can simply click on start
and start typing in Administrator
and it'll probably pop right up as the top thing.
So, I'm going to hit return there.
Now, you'll notice when we go in here
there's not a lot of stuff to be seen.
One thing specific to pay attention to is the About.
In the About under Help
it'll tell you here what your client version is
and what your build number is.
You want to make sure that these two values match.
If you have any conflicts between this installation
or the installations that we're going to do on the client
following this, then you're going to have failures
and it's not going to operate properly.
You have to make sure all the versions
and all the clients are to the same year,
subset and service pack.
So, here the car-booth-25-pc
which is our server location
has automatically populated.
If you did a new installation
you might come in and just see this.
You just go to File, Add Server
and then choose the actual server name
using the 3030 port and hit OK.
So, now we've got all the stuff we had before
plus the server location.
Now that we're connected in the administrative tool
to the server and the server location,
we're going to right click on the server
and select Create New Vault.
So, now our vault wizard pops up
and we can start walking through that.
The first thing we have to decide
is whether or not we're going to create
a standard vault or a professional vault.
Because we've installed SOLIDWORKS PDM Professional,
we're going to stick with a professional vault.
If you are using the standard SOLIDWORKS
you'll go ahead and select SOLIDWORKS PDM Standard Vault
and it's pretty much an identical process.
So, we're going to go ahead and click Next here.
We're going to name our vault,
so I'm just going to call this Dave's Vault.
You don't need to put a description in
for your vault but maybe you want to put one in
in case you have a lot of vaults that have a similar name
and you want to want to be able
to differentiate them
or maybe you have a test bed
and it's not clear,
so I'm going to call this my Training Vault.
We now go ahead and click Next.
You can see here it's asking for the vault root location.
You noticed that it automatically defaults
to this Archives location.
This is where your archive server is looking
so you want to use that location.
If you have any other existing vaults,
they'll pop up here
and if you had multiple archive servers set up
or multiple locations set up
you could kind of scroll through each one
and see what vaults exist in it.
If you want to have them all in the same location
or the same drive or anything like that.
For simpler installations like this
you're usually by default
just going to have this option,
so we're going to go ahead and click Next.
You can see here that it's automatically loaded up
the SQL Server database.
It's named the Database in the vault,
so if we go back into SQL
after all of this process
and we want to do some kind of SQL management operation
to this vault specifically,
that's the name of the vault
that we're going to be looking for in SQL.
So, go ahead and click Next.
You can see here that our license server
has automatically populated up.
If it didn't, you just go ahead
and click Add, type in the 257534@
and then the name of the server location.
I'm going to click no
'cause we're not adding anything.
Okay, so now we click Next.
You can see here it gives you a language option.
I'm going to go ahead and do English.
Gives you a date format as well.
You can change that to whatever you like.
I'm going to go ahead and leave it default there.
Right here for each vault
that you create you have the ability
to create a different admin password for it.
If you have one administrator
who's in charge of all of these vaults
you might want to keep the default
like I have here on,
use default admin password.
That way you don't have
multiple admin usernames and passwords.
You can if you want to limit access
to a specific group of people
who are administrators or just do something different,
you can unselect this
and create a new admin password
but I'm going to leave it on the default.
Back in the previous videos
we showed that I didn't even insert a password,
I just have a blank entity there which is allowed.
So, we click Next.
You can import administrative export files, so CEX.
These are the settings files
for different vaults and setups,
so if you have an existing vault configuration,
or if you're copying somebody's vault configuration
that has users and workflows
and all kinds of things already set up in it,
you can select this option,
browse to that CEX file
and load it up
but right now we don't have any of that.
This is a new installation,
so we're just going to go with the default installation
which gives you a certain set of things already included.
You can go with an empty configuration.
This gives you basically an empty vault
with almost nothing in it
and you have to add in everything manually
or you can do our SOLIDWORKS Quick Start.
It's just another form of the default setting if you will
that has other things included.
Generally, you just want to stick with default
unless you're doing anything particularly special
or you have for example a massive amount
of users or things like that
and you want more or less things set up in your vault.
So, I'm going to go ahead and click Next.
You can see here are all the options for the configurations.
So, this is basically the functionality
of this vault.
So, by default it doesn't select everything.
Here you see that it includes bill of materials,
functions, including weldments
and standard bill of materials.
We have the data cards available
for all of these file formats.
If we wanted to we could exclude some of them
or include SolidEdge if we wanted to.
And then also there's execution tasks
that we can add to this as well
as far as converting files to different types
running through a design checker.
If we were using DraftSight
we can automate making DraftSight files
into PDFs or Office files into PDFs
or automatically print.
These are all related to workflows
and approvals but for this vault
I'm just going to keep it simple
and the only thing I'm going to add is dispatch.
Dispatch gives you the ability
to do what's called a dispatch operation
and that means you basically do a query
where you pull up a certain set of attributes.
So, let's say that you have a file,
a series that all begin with 100,
so it's 100-A, B, C, D,
going down the line and that's your partnering system.
You can create a dispatch
which will find all of the files
that begin with 100
and then let's say you want to change it
or make a new project that begins with 200
or all the same files,
we can do that all through the dispatch.
It'll change the files, find them,
rename them, put them in the directory
where you point it
and help you keep going.
So, for changing a lot of different files
and file names and attributes
and things like that it wants
the dispatch is an extremely powerful tool
but we're not going to cover that too much in this series.
Now I hit Next.
And we click Finish.
So, here you have the ability to review everything
and make sure that the database name,
the server name, everything is what you wanted it to be.
You go ahead and click Finish
and then the PDM server's going to go ahead
and start generating that vault in the background.
All right, we've completed our test successfully.
Go ahead and click Close
and now you can see underneath our server location
we have a new vault
and if we double click on that,
we see that it's Dave's Vault
and we use the admin username and password
which is admin and then blank at log in
and now we get the feature tree dropdown
showing all of the various attributes,
properties, workflows, you name it
that go into this specific vault.
So, that's how we create our initial vault.