Whether you're scaling your team or adjusting workflows, changing a SOLIDWORKS PDM client license type doesn't have to be a hassle. This blog can be used as a reference for this process that will keep your engineering operations running smoothly.
Understanding PDM License Types
SOLIDWORKS PDM offers different license types to match user roles:
- PDM Professional:
- CAD Editor & Web: Full access with CAD add-ins and web client capabilities.
- Contributor & Web: Similar to Editor but without CAD add-ins.
- Viewer: Read-only access to the vault.
- PDM Standard:
- CAD Editor: Supports SOLIDWORKS, DWG/DXF, Word, and Excel files.
- Contributor: Similar to Editor, minus some preview functionalities.
- Viewer: Read-only access.
Choosing the right license ensures users have appropriate access without unnecessary features.
Changing the License Type
There are times when you would want to change your PDM client license from Editor to Contributor, or vice versa. To update a client's license type:
- Open the Administration Tool:
- Navigate to Start > All Programs > SOLIDWORKS PDM > Administration.
- Right-click and select Run as Administrator (required for registry changes).
- Access Client Settings:
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- In the Admin tool, go to Help > About SOLIDWORKS PDM Administration.
- In newer versions, click the question mark icon in the top-left corner.
- Modify License Type:
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- In the dialog box, locate the Client type dropdown.
- Select the desired license type from the list.
- Confirm the change when prompted.
- Restart the Computer:
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- A system restart is necessary for the changes to take effect.
- A system restart is necessary for the changes to take effect.
Note: If the client was installed using an administrative image, you'll need to uninstall and reinstall it with the correct license type.
Pro Tip from Converge
Managing license types effectively ensures your team has the tools they need without overcomplicating the system. Regularly review user roles and adjust licenses accordingly to maintain efficiency.
Need assistance with PDM license management or considering a move to a cloud-hosted solution? Converge specializes in optimizing engineering workflows and can help tailor your PDM setup to your team's needs. Contact us at sales@converge.design or visit converge.design for more information.
