How to Access SolidWorks PDM Vault Online

Stefan S.

Accessing your SolidWorks PDM vault remotely is essential for distributed teams, field engineers, or anyone needing file access outside the office. But SolidWorks PDM is traditionally a local network tool — so how do you bridge that gap securely and efficiently?

This guide explains your options for accessing a PDM vault online, what trade-offs to consider, and how to set it up properly.

Why Online Access Isn’t Native in PDM

SolidWorks PDM (Professional and Standard) is built around Windows file system integration, relying on mapped network drives and LAN speed for performance. By default, it’s not designed for direct browser-based or public web access due to:

  • File size concerns (e.g., multi-GB assemblies)
  • High latency risk
  • Security requirements for CAD IP

So any form of remote access needs to simulate or extend the LAN access model.

Main Options for Remote/Online Access

Method Description Best for Trade-offs
VPN Remote access via secure tunnel to office network Full desktop PDM access Requires setup, performance depends on VPN speed
Web2 Portal Browser-based PDM interface (read-only or limited write) Lightweight review/approval workflows Limited functionality, setup complexity
Remote Desktop / VDI Access a workstation inside the office network remotely Full control with native performance Needs server or PC to connect into
Cloud-hosted PDM Host the PDM database/server on Azure or AWS Fully remote teams Requires IT expertise, expensive to maintain
3rd-party sync tools Tools like Panzura or Nasuni to sync PDM folders over cloud Replicating vaults to different sites Costly, complex IT setup

1. Using VPN to Access PDM Remotely

How it works:

VPN connects your remote PC to your office network, allowing SolidWorks PDM to behave as if you were on-site.

Steps:

  • Configure a VPN server in your office firewall/router.
  • Connect from your remote laptop using the VPN client.
  • Log into the PDM vault as usual.

Requirements:

  • Static IP or DDNS setup for VPN endpoint
  • Open ports and firewall configuration
  • User permissions managed through Active Directory

✅ Pros: Full access to vault, minimal PDM setup changes

❌ Cons: VPNs can be slow for large files or many users

2. Accessing PDM via Web2

Web2 is a browser-based interface for SolidWorks PDM Professional only.

Capabilities:

  • View file history, metadata, and workflows
  • Download files
  • Participate in approvals

Setup:

  • Install and configure the Web2 server component
  • Host it securely behind a firewall with HTTPS
  • Ensure user authentication (Windows or PDM credentials)

Best for: Managers, external collaborators, or reviewing/approving designs without CAD installed

✅ Pros: No VPN needed, accessible from anywhere

❌ Cons: No file check-in/out, limited admin tasks, can’t edit CAD files

3. Remote Desktop / VDI Access

Option: Use RDP, TeamViewer, or Citrix to connect to a machine inside your office network.

This gives you:

  • Full Windows experience
  • Full PDM Explorer and CAD access

Drawbacks:

  • Requires always-on office PC or virtual desktop environment
  • Multiple users need multiple workstations or VMs

✅ Pros: Native performance, no special PDM config

❌ Cons: Infrastructure heavy, dependent on office uptime

4. Hosting SolidWorks PDM in the Cloud

For advanced setups, some companies host the entire PDM ecosystem (archive server, SQL database, clients) in Azure or AWS.

Benefits:

  • Truly remote-first
  • Accessible from any location or office

Challenges:

  • Licensing: must comply with SolidWorks terms
  • Performance: needs tuned cloud storage and compute
  • Cost: high monthly infrastructure bills

✅ Pros: Ideal for globally distributed engineering teams

❌ Cons: Expensive and complex to set up

5. Third-Party Cloud Sync Tools

Products like Panzura, Nasuni, or DFS replication let companies replicate vaults or directories between sites.

Use case: Multi-site organizations that need local access speed but global sync

Warning: These tools don’t fully integrate with PDM workflows and can cause database corruption if not set up correctly.

Which Method Should You Choose?

Security Best Practices

  • Always use encrypted connections (VPN, HTTPS)
  • Enforce user authentication and permissions
  • Audit access logs regularly
  • Never expose SQL or Archive server ports directly to the internet

Conclusion

SolidWorks PDM wasn’t built for the cloud era — but with the right tools and setup, remote access is very possible. Whether you’re accessing designs from home, reviewing files on the go, or supporting a global team, the right remote strategy balances access with performance and security.

Choose the approach that matches your IT resources and team workflows — and test before you deploy it to production.

Let me know if you want this adapted as a how-to email, PDF checklist, or SEO-optimized blog version.

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