SOLIDWORKS PDM Local View Essentials

SOLIDWORKS PDM Local View Basics and Troubleshooting

What Is a SOLIDWORKS PDM Local View?

The blueberry is your gateway into SOLIDWORKS PDM.

Your SOLIDWORKS PDM Local Vault View is an application mechanic that acts as a “gateway” to accessing your vault and its files.

After you install SOLIDWORKS PDM, you still need to setup a Vault View in order to access your vault(s). One thing to note is that you do need to install local views for each vault on your server. This is because you control each vault separately because they are separate entities. Basically, this ensures managed control of files in a secure location. Additionally, you manage each vault individually regarding permissions and objectives.

A local view appears to be a Windows shortcut with an PDM icon, sometimes affectionately called a “blueberry”.

This icon is more than just a software shortcut. It’s a secured folder structure that functions as a workspace, or cache, for the user when they check out and make changes to files. This local view lets users make controlled changes on a local file while still storing all versions of the file on a secure server.

A vault allows users to access a vault while having a singular place for all of their locally cached vault files to be stored and kept safe & secure.

How to create a Local Vault View:

Setting up your SOLIDWORKS PDM Local View starts by clicking View Setup.

  1. Go to the Windows Start menu, find the SOLIDWORKS PDM folder, expand it, and select View Setup.
  2. At the Welcome screen, click Next.
  3. On the Select servers screen, select archive servers from the list and click Next .
  4. You can manually add your archive server if it isn’t listed. Click Add, and in the Add server manually dialog box, enter the server name and port. Click OK and click Next.
  5. If prompted for log-in information, ask your administrator for permission to add file vault views – called “Attach Access”.
  6. On the Select vaults screen, select vaults from the list, and click Next.
  7. In the Select location dialog box:
  8. Under Attach location, browse to a location on your local machine for the file vault view.
  9. Under Attach type, select one:
  10. Only for me for a version that is only accessible to you.
  11. For all users on this computer when you are working in a terminal environment.
  12. Click Next.
  13. Click Finish and then Close.

Windows Explorer shows the local vault view as a folder with a vault icon.

The icon appears in two places:

  • In the location you selected in step 8.
  • In the Favorites list at the top of the navigation pane.

Common Vault View Issues and How to Fix Them:

Vault is grayed out during setup, status “Attached”

When you try to set up a local view, you might see a message that the vault is attached.

The PDM vault name is grayed out during a ‘View Setup’ dialog when the local view already exists.

The vault view is usually on the C: drive. However, if it’s not there, you can find the vault view location by opening Windows Registry and checking some registry keys:

  • HKEY_CURRENT_USER\Software\SolidWorks\Applications\PDMWorks Enterprise\Vaults\[VAULTNAME]

Take a look on ‘ShellRoot’ key – it contains path to private vault view. If ‘ShellRoot’ is absent here, then it means a SHARED view was created, and you’ll have to check this path instead:

  • HKEY_LOCAL_MACHINE\SOFTWARE\SolidWorks\Applications\PDMWorks Enterprise\Databases\[VAULTNAME]

Take a look on ‘ShellRoot’ key – it contains path to shared vault view.

Vault is grayed out during setup, message “Attached: Missing Information”

Your local view setup might show a vault as attached, but it could be missing information.

“Attached: Missing Information” normally means that there is some view information left in the Windows Registry after the attempted removal of a prior iteration of this vault view. You’ll just need to delete it and run the “View Setup” afterwards.

When you remove a view, the following Windows Registry keys shouldn’t exist. However, if they do, you can right-click and delete them.

  • HKEY_CURRENT_USER\Software\SolidWorks\Applications\PDMWorks Enterprise\Vaults\[VAULTNAME]
  • HKEY_LOCAL_MACHINE\SOFTWARE\SolidWorks\Applications\PDMWorks Enterprise\Databases\[VAULTNAME]
  • HKEY_LOCAL_MACHINE\SOFTWARE\Wow6432Node\SolidWorks\Applications\PDMWorks Enterprise\Databases\[VAULTNAME]

Note: You may also need to check for those keys under the HKEY_CURRENT_USER path. The rest of the path (SOFTWARE\SolidWorks\… etc) will remain the same.

Once you remove any remaining keys, you should be able to re-open “View Setup” and run normally.

When deleting a Local Vault View, the warning “The view was created by ‘[system\user]’. Only ‘[system\user]’ or an administrator can remove it” appears.

Sometimes this is caused by a Windows profile other than the currently logged in one having created this vault view. If being logged in as the user listed in the warning or as an administrator still will not let you remove the Local Vault View – there might be some information incorrect or missing from the local view “desktop.ini” information file, preventing the removal.

To successfully delete the file vault view, you can just turn it into a “regular” Windows folder and delete normally.

  1. Open a command prompt as an Administrator. Go to the Start menu, type cmd, right-click cmd.exe and select “Run as administrator”.
  2. Step into the (hidden) local view root folder by typing ‘cd c:\nameofview’ and hit Enter. Don’t include the single quotes.
  3. Change the attributes on the desktop.ini file to that of a regular Windows folder by typing ‘attrib –s –h –r desktop.ini’, and hit Enter.
  4. You can then close command prompt and delete the folder as you would any other.
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