This method is great however it does not allow for a regular backup cycle to be created. If you prefer to back these up manually, you can right-click the database in question selecting Tasks > Backup, where you can select options such as your backup location. However, they do not contain any files themselves. These databases contain all the information related to username, passwords, file names, file metadata, file references, vault setup, etc. If you open “SQL Server Management Studio” and log into your SQL Server/Instance you should see a database for each vault on your machine and a single “ConisioMasterDB” database, each of which will need to be backed up. The first two components are the Databases used by the vault/s. In the remainder of this blog, I will take you through the process of manually backing up the four components required to fully restore a PDM vault. There are also other methods such as how a full Server Backup may allow you to recover specific components as required, but these often do not always allow you to just restore the required SQL Databases or Archive Settings correctly.

This is most common with Virtual Machines, where ‘snapshots’ can be created to quickly revert the entire server to any previous backup. Backing up the entire server in general.

Backing up the Individual components of PDM separately (manually or scheduled) to allow you to fully restore PDM without the need to restore the full server.There are two main ways that a PDM Vault can be backed up. The PDM System does allow users to revert to previous versions or revisions but this is not the same as a regular backup often carried out by your IT. Everyone who uses SOLIDWORKS PDM (Standard or Professional) still needs to make sure their vault and all its data are backed up regularly.

Pdm tools