S-08640 - How To Rename An Enterprise PDM File Vault

SolidWorks Enterprise PDM
S-08640 - How to rename an Enterprise PDM file vault

Follow these instructions if you want to rename an existing file vault to a new name. If you wish to rename
only the file vault database, refer to SolidWorks knowledge base solution S-056156. It is recommended that
you keep the original database name (the database and file vault name does not need to match) – however
if you plan on renaming the database at the same time you are renaming the vault, refer to appropriate
sections in S-056156 for this.
It is very important that you follow all steps – read over the complete instructions before attempting them in a
production environment.
Preparations
 All checked out files in the vault must be checked in before the name change is made.
 Any existing local file vault views on all clients must be removed and re-attached after the name change
has been made.
 While Enterprise PDM should be able to update existing file references containing full paths in CAD-Files
to the new path – keep in mind that there may be other non-cad file types or objects referencing
locations in the vault with full path (for example default search card values).
 A full SQL backup of the database should be made before any modifications are made.
 All users must be logged off from the file vault before starting the rename.
Instructions
In this example, the file vault named “EngineeringVault” will be renamed to “Vault”.
Step A – Update the Projects table in the vault database

Note! Backup the vault database before proceeding.
Before you update the name in the Projects table it is important that the update trigger on this table is first
disabled. The procedure will differ some depending on if the server is the SQL Standard edition or the SQL
Express edition.
For SQL Standard:

1. Start SQL Server Management Studio and log in as a system administrator (sa).
2. Expand Databases => the database of the vault to rename => Tables => dbo.Projects => Triggers.
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3. Right-click the OnUpdateProjectTrigger and select Disable.
4. Ensure the trigger shows a down-arrow icon that it is disabled. Do not proceed unless the trigger is
disabled.
5. Right-click the dbo.Projects table and select Edit Top 200 Rows.
6. Update the Name column for the first row (with ProjectID = 1) with the new vault name. (After updating
the name, make sure you select a cell in another row to commit the update)
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7. Right-click the the OnUpdateProjectTrigger again and select Enable.
8. The icon should change to show it is now enabled.
For SQL Express:

1. Start SQL Server Management Studio and log in as a system administrator (sa).
2. Right-click the vault database and select New Query.
3. Enter the following command in the query window:

ALTER TABLE Projects DISABLE TRIGGER OnUpdateProjectTrigger
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4. Press the Execute button
5. Expand the vault database => Tables => dbo.Projects => Triggers.
6. Ensure that the OnUpdateProjectTrigger trigger shows a down-arrow icon to indicate that it is disabled.
Do not proceed unless the trigger is disabled.
7. Right-click the dbo.Projects table and select Edit Top 200 Rows.
8. Update the Name column for the first row (with ProjectID = 1) with the new vault name. (After updating
the name, make sure you select a cell in another row to commit the update).
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9. Right-click the vault database and select New Query.
10. Enter the following command in the query window:

ALTER TABLE Projects ENABLE TRIGGER OnUpdateProjectTrigger
11. Press the Execute button
12. Right-click the Triggers container in the dbo.Projects table and select Refresh. Make sure the trigger
icon now shows as being enabled (no down-arrow).
Step B – Update the ArchiveServers and SystemInfo table in the vault database
1. Right-click the dbo.ArchiveServers table and select Edit Top 200 Rows.
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2. Update the VaultName column for all available rows with the new vault name.
3. Right-click the dbo.SystemInfo table and select Edit Top 200 Rows.
4. Update the VaultName column with the new vault name.
Step C – Update the ConisioMasterDb database
1. Browse to the ConisioMasterDb database => expand Tables => right-click dbo.FileVaults table =>
select Edit Top 200 Rows.
2. Update the VaultName column with the new vault name.
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Step D – Update the archive server

Note! If the vault is replicated, repeat these steps on each archive server replicating the vault.
1. Stop the archive server service.
2. Start regedit on the archive server (Start, Run, regedit).
3. Browse to the following registry key:

HKEY_LOCAL_MACHINE\SOFTWARE\SolidWorks\Applications\PDMWorks
Enterprise\ArchiveServer\Vaults\[old_vault_name]\ArchiveTable.
4. Make note of the current path for each archive folder (0-F). Note that if the vault archives are split up
some of the folders may reside on different drives.
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5. Browse to the parent folder of the archive folders (normally has the same name as the old vault name).
6. Rename the vault archive folder to the new vault name.
7. In the registry, update the archivetable[x] values for folders 0-F with the new paths to the renamed
folders. Make sure each path is valid.
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8. Right-click the registry key with the old vault name under the following key and select rename.
Enterprise\ArchiveServer\Vaults
9. Update with the new vault name.
10. In the renamed key, update the “DbName” value with the new vault name.
11. Browse to the following registry key (note the name of the key may differ depending on installation):
Enterprise\ArchiveServer\Computers\<local>\Archives
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12. Update the “Vaults” value with the new vault name.
13. Start the archive server service.
Step E – Restart the database server service

On the system running the Enterprise PDM database server service, restart the service.
Step F – Reattach the client vault views

The following must be performed on all clients with an existing vault view to the old vault name.
1. If Enterprise PDM is running in the system tray, right-click the tray icon and select Exit.
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2. Remove the old local file vault view by right-clicking the old vault name and selecting Delete File Vault
View.
3. If asked to log in, exit the log in dialog and select Yes to disable automatic login.
4. Select to delete the local content.
5. Reboot if requested.
6. Start regedit and delete the following registry key:

HKEY_CURRENT_USER\Software\SolidWorks\Applications\PDMWorks Enterprise\ConisioAdmin
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7. Use the view setup wizard to attach to the archive server and create a file vault view to the renamed
vault name.
8. Restart the client system. This is to ensure there are no lingering connections to the old vault name.
9. You should now be able to log in and use the renamed vault. Make sure to try retrieving different
versions of existing files and adding some new files to ensure that the rename was successful.
Note that if you are having problems logging in or working with files after the vault is renamed, please verify
all database and registry updates from previous steps. Look for spelling mistakes. Check the archive server
log for any errors relating to the renamed vault.
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S-08640 - How To Rename An Enterprise PDM File Vault

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SolidWorks Enterprise PDM

S-08640 - How to rename an Enterprise PDM file vault

Step A – Update the Projects table in the vault database

For SQL Standard:

7. Right-click the the OnUpdateProjectTrigger again and select Enable.

8. The icon should change to show it is now enabled.

For SQL Express:

3. Enter the following command in the query window:

4. Press the Execute button

9. Right-click the vault database and select New Query.

10. Enter the following command in the query window:

11. Press the Execute button

4. Update the VaultName column with the new vault name.

Step C – Update the ConisioMasterDb database

2. Update the VaultName column with the new vault name.

Step D – Update the archive server

2. Start regedit on the archive server (Start, Run, regedit).

3. Browse to the following registry key:

6. Rename the vault archive folder to the new vault name.

9. Update with the new vault name.

13. Start the archive server service.

Step E – Restart the database server service

Step F – Reattach the client vault views

4. Select to delete the local content.

6. Start regedit and delete the following registry key:

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