Essential Guide for PDM Administrators: Configuring Security Software with SOLIDWORKS PDM

When implementing security software that monitors or controls computer processes, it’s critical for PDM administrators to ensure that all essential SOLIDWORKS® PDM processes are added to the trust list. Failing to do so could result in interrupted operations, degraded performance, or complete service outages. This guide outlines the key processes and steps to include in your trust list for a secure and smoothly operating SOLIDWORKS PDM environment.

Key SOLIDWORKS PDM Processes to Trust

On You Server

The following processes are fundamental for SOLIDWORKS PDM functionality on the server:

  • ArchiveServerService.exe: Manages the Archive Server service.
  • ConisioDbServer.exe: Manages the Database Server service.

Microsoft SQL Processes

SOLIDWORKS PDM relies on Microsoft® SQL Server for its database management. Add these SQL Server processes to the trust list:

  • sqlservr.exe: SQL Server Database Engine.
  • sqlagent.exe: SQL Server Agent.
  • sqlbrowser.exe: SQL Server Browser service.

SolidNetwork License (SNL) Server Processes

For environments using SNL, ensure these licensing processes are included:

  • lmgrd.exe: SNL server service.
  • sw_d.exe: SNL vendor daemon service.

SOLIDWORKS PDM Web2 Server Processes

If your organization uses the SOLIDWORKS PDM Web2 server, consult the Microsoft Internet Information Service (IIS) documentation to identify and trust relevant IIS processes.

On Your Client machines (PDM users)

To avoid client-side disruptions, include the following SOLIDWORKS PDM processes from the Task Manager Wait Chain:

  • ViewServer.exe
  • EdmServer.exe
  • ConisioAdmin.exe
  • FileViewer.exe
  • Search.exe
  • Report.exe
  • Inbox.exe
  • TaskLaunch.exe
  • TaskExecutor.exe

Additional Files to Trust

In addition to the primary processes listed above, ensure these files are also trusted:

  • Executable files from the SOLIDWORKS PDM application folder.
  • Executable files from the SOLIDWORKS PDM installation files. For example, the upgrade.exe component, which is part of the installation process.
  • The Explorer Preview Tab, which relies on SOLIDWORKS eDrawings® for previewing files.

Generating a Comprehensive List of Executables

If we missed any executable files related to SOLIDWORKS PDM, run the following command in the PDM installation folder:

This command creates a file named EPDM_list.txt, listing all executables in the SOLIDWORKS PDM folder and its subfolders. The contents of this list may vary based on the installed add-ins and applications, such as SOLIDWORKS add-ins or the File Upgrade Utility.

Important Notes

  • Verify system requirements for your version of SOLIDWORKS PDM: System Requirements.
  • Regularly update your trust list as new features or updates may introduce additional executables.
  • Collaborate with your IT security team to ensure that the trust list is consistently applied across your organization’s systems.

By following this guide, PDM administrators can effectively configure their security software to maintain a secure and reliable environment for all SOLIDWORKS PDM users.