How To Make Setting Up a SOLIDWORKS PDM Vault Easier

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PDM,SOLIDWORKS / March 17, 2023

SOLIDWORKS PDM is the industry leader for product data management, providing a secure, efficient, and cost-effective way to store and manage your engineering data. However, setting up a SOLIDWORKS PDM Vault can be a daunting task for organizations new to the system. Here are some tips and best practices to make the process of setting up a SOLIDWORKS PDM Vault easier and more efficient.

Better Privacy and Security

Of course, one of the main reasons for using PDM is to ensure better privacy and security for your engineering data. Before beginning the setup process, ensure you have a comprehensive security policy. This should include clear definitions of who has access to which data and guidelines for dealing with any data breaches or unauthorized access attempts.

Planning and Communication

Before embarking on the setup process, it’s important to sit down with all stakeholders and plan the desired workflow. This will help ensure that everyone is on the same page and that potential problems can be identified and addressed before they become issues. In addition, it’s important to communicate the plan and any changes to the plan to all users. This will help ensure that everyone knows and uses the system correctly.

Data Migration

If you’re transitioning from an existing system to a SOLIDWORKS PDM Vault, data migration is one of the most important steps. Make sure you have a plan for transferring data from your current data management system to PDM and that the process is thoroughly tested before going live. This will help ensure that the transition is smooth and that all data is migrated correctly.

Training and Documentation

Once the system is set up, it’s important to provide users with the necessary training and documentation. This will help users quickly become familiar with the system and ensure they use it correctly. In addition, make sure that documentation is kept up to date as the system evolves.

 Reducing PDM Costs With PDM as a Service

Finally, one way to reduce the cost of setting up and managing a SOLIDWORKS PDM Vault is to use Converge Design’s PDM as a Service. This cost-effective option allows organizations to access the benefits of PDM without the significant upfront costs. This approach allows users to access the system remotely, reducing the need for additional hardware and software investments.

PDM in the cloud from a PDMaaS provider has many benefits, including scalability, security, and reliability. It also eliminates the need for in-house IT support and hardware investments, allowing organizations to focus on delivering the best possible engineering data management solutions.

Implement Your SOLIDWORKS PDM Vault With Converge Design

Staying compliant and secure is essential for engineering teams. Converge Design’s team of experienced engineers can help you quickly and easily implement a SOLIDWORKS PDM Vault. We offer various services, including setup and configuration, data migration, training and documentation, and ongoing monitoring and support. Contact us today to learn more about how we can help you get the most out of your engineering data management system and speak to an expert.