Installing the vault is straightforward. You have to make a few decisions, but you can change anything you do later if you need to.
Vault configuration on the other hand is a bit more complex and requires more planning. Some of the options are difficult to change once they have been set, especially if your vault has any real production data in it, so you need to get the settings set the way you want them from the outset.
One thing you might consider is doing a test installation before you finalize things with your production vault. If you create a vault and it turns out not to be what you want, it is easy enough to wipe it clean and start fresh. Again, none of this is very difficult, but much of it requires decision making that affects the way you use the software into the future. How you will use the software later can be difficult to project when you haven't started using it yet. This is where a test installation comes into play. In this chapter, I walk you through an installation and configuration of a test vault.
Chapter 24 covers the Workgroup Product Data Management (PDM) user interface along with client best practice usage, which is where you will see the final effect of many of the options you set in the admin configuration stage.
The SolidWorks Workgroup PDM tool consists of a vault (big storage ...