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Requesting an Account

  1. Join #pdm in the NER Slack

  2. Direct message Sofia Varner the Chief Mechanical Engineer in Slack asking to be added (please do not use #pdm to request an account)

    1. Please make sure your name in Slack is how you’d like it as your PDM account name will be copied from the name and email you have in Slack

    2. Also make sure your Northeastern email is used for Slack

  3. Sofia Max will message you back when you’re added!

PDM First-Time Login

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Note

If using VLAB, watch for the notes regarding some slight differences in setup process.

Password Reset

  1. Open the “Administration” tool

    1. Hit the Windows key and search for it

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    2. Alternatively, assuming a default installation, it should be installed in “C:\Program Files\SOLIDWORKS Corp\SOLIDWORKS PDM\” and is called “ConisioAdmin.exe”

  2. In the top left, click “File” > “Add Server…”

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  3. In the pop-up window, enter our server address, nerpdm.coe.neu.edu, and click “OK”

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  4. In the next pop-up window, enter our resource credentials, and click “Log In”

    1. User name: PDMUser

    2. Password: Racecar228

    3. Domain (should be default): nerpdm (local account)

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  5. Back in the main window, you should now see the nerpdm server and be able to expand to see our vaults. Double click on the “NER” vault

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  6. In the “NER” log in pop-up enter the credentials you were provided (shoutout to Emma for being the example), and click “Log In”

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  7. Your sidebar should now populate with options. Expand the “Users” menu, and you should see your own profile. Right click your name and click “Change Password…”

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  8. In the pop-up window you can now enter your old/temporary password and your new password

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  9. Click “OK” and you should be all set with a new password! Close out of the “Administration” tool as well

Installing a File Vault

If using VLAB, you will need to do this for every session.

  1. Open the “View Setup” tool

    1. Hit the Windows key and search for it

    2. Alternatively, assuming a default installation, it should be installed in “C:\Program Files\SOLIDWORKS Corp\SOLIDWORKS PDM\” and is called “ViewSetup.exe”

  2. If prompted for administrator access, click yes (it should always ask)

  3. Click “Next >”

  4. Click “Add…” and in the pop-up window enter our server name, nerpdm.coe.neu.edu, then hit “OK”

  5. In the next pop-up window, enter our resource credentials, and click “Log In”

    1. User name: PDMUser

    2. Password: Racecar228

    3. Domain (should be default): nerpdm (local account)

  6. The nerpdm server should now be added to the table, and you can click “Next >”

  7. Check the box next to the vault(s) you are looking for (probably just “NER”) and click “Next >”

  8. Select where to install and for who. This is entirely up to your preferences. Most users can just skip this and click “Next >”

    1. Note: If using VLAB, you must click “Browse…” and select the “Temp” folder.

    2. Note: Files will be cached at this location, so if your goal is to install the vault onto an external drive, this is where you would do that.

  9. Click “Finish” to start installing

  10. In the pop-up, enter your vault credentials, then click “Log In”. The installation should now actually start

  11. If install is successful you will see “Completed!” and can now click “Close”!

  12. To confirm installation, navigate in File Explorer to the vault and double click it to enter

    1. It should be located where you specified and may also be pinned to “Quick Access”

    2. Upon entrance to the vault you should see PDM controls and icons within File Explorer

PDM First-Time Login

We advise you first to change your password, and then proceed with installing the NER vault. This will walk you through that combined process.

Note

If using VLAB, watch for the notes regarding some slight differences in setup process.

Password Reset

  1. Open the “Administration” tool

    1. Hit the Windows key and search for it

      Image Added

    2. Alternatively, assuming a default installation, it should be installed in “C:\Program Files\SOLIDWORKS Corp\SOLIDWORKS PDM\” and is called “ConisioAdmin.exe”

  2. In the top left, click “File” > “Add Server…”

    Image Added

  3. In the pop-up window, enter our server address, http://nerpdm.coe.neu.edu , and click “OK”

    Image Added

  4. In the next pop-up window, enter our resource credentials, and click “Log In”

    1. User name: PDMUser

    2. Password: Racecar228

    3. Domain (should be default): nerpdm (local account)

      Image Added

  5. Back in the main window, you should now see the nerpdm server and be able to expand to see our vaults. Double click on the “NER” vault

    Image Added

  6. In the “NER” log in pop-up enter the credentials you were provided (shoutout to Emma for being the example), and click “Log In”

    Image Added

  7. Your sidebar should now populate with options. Expand the “Users” menu, and you should see your own profile. Right click your name and click “Change Password…”

    Image Added

  8. In the pop-up window you can now enter your old/temporary password and your new password

    Image Added

  9. Click “OK” and you should be all set with a new password! Close out of the “Administration” tool as well

Basics of PDM

File Check-out & Check-in

{Tell Casey Sauer or Sofia Varner to update this}

Troubleshooting

Failed to obtain a license…

If you see this error:

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You probably are not on the NU network. Please join NUWave or turn on the NU VPN.

Could not log in to the database…

If you see this error:

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You probably are not on the NU network. Please join NUWave or turn on the NU VPN.

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To exit, go to Tools > Work On-line. You will probably be prompted to sign in again.

Access is denied.

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This issue occurs due to security settings on certain folders within Windows. This issue varies for people depending on how your computer installed Windows (there are different tiers of “security”).

Generally speaking, this issue is fixed by ensuring you install your vault (Installing a Vault, Step 8) in a folder where you have write permission

  • Ensure it is under your user, or hard drive

  • Not a cloud backed up folder

  • Not a system folder

Firewall Problem (Idk what the exact error was)

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2. Disable the quick access menu in file explorer. Remove/Disable/Clear/Turn off/Unpin/Stop Quick Access Windows 11 (minitool.com). Restart after doing so and try again.

Access is denied.

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This issue occurs due to security settings on certain folders within Windows. This issue varies for people depending on how your computer installed Windows (there are different tiers of “security”).

Generally speaking, this issue is fixed by ensuring you install your vault (Installing a Vault, Step 8) in a folder where you have write permission

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Ensure it is under your user, or hard drive

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Not a cloud backed up folder

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The source folder is not versioned properly (2022)

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Sometimes, rarely, you may glitch out your vault so badly that when you attempt to uninstall it it only partially uninstalls. In this case, the following guide could be used to ensure a full uninstall:

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Socket was closed gracefully on the other end

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This may be caused by a few things, primarily version mismatch. Check that your Solidworks client is the right version for the vault you are accessing!