Problem

This article describes how to configure SOLIDWORKS PDM to log you in automatically using a particular name or the name of the current Windows profile. This makes it a seamless experience to use the vault. If you do not configure automatic login, the standard login dialog box appears when you access the selected vault.

For PDM Administrators who have enabled Windows login and want automatic login rolled out to all users, go to Solution 2.

Solution 1: Client Machine change

Follow the steps below to enable automatic login on an individual client machine:

1. Open the PDM Administration Tool on the client machine (Windows Start Menu > SOLIDWORKS PDM > Administration)

2. Navigate to Local Settings > Settings and double-click Settings to open it

   

3. In the Vault drop-down, select the desired vault

   

4. Check the box "Use automatic login for this vault"

5. If Windows login is not configured(this can be configured on the Archive server for PDM Professional only), select 'Login as the following user', and enter your PDM login credentials for 'Username' and 'Password' that will be used when PDM automatically logs in. 

   

6. If Windows login is configured, select 'Login as the currently logged in user in Windows', as shown below

   

7. Click "OK" to save these settings, and automatic login should now work.

Solution 2: Automatic Login on Windows Login with PDM Professional

PDM Professional can be set to enable automatic login for all users with the steps below:

1. Open the Archive Server Configuration Tool on the Archive Server (Windows Start Menu > SOLIDWORKS PDM > Archive Server Configuration)

2. Navigate to Tools > Default Settings

   

3. In the Login tab, check "Windows log" and select "Automatic login"

   

4. Click "Apply" and "Ok" to save these settings.

The setting will roll out to all the client installations of PDM, so all users will have to do is browse to the “blueberry” (vault view), and they will automatically be logged in without a username and password prompt.

For additional support, existing customers can submit a ticket or new customers can contact Hawk Ridge Systems.