Versions

The vault and the clients must use the same Workgroup PDM major version. However, the service pack levels do not have to match. For example, you can run an SP3 version of the vault software with a client that has SP2 installed.

File names

File names must be unique.
 

Project names

Both project names and project descriptions must be unique, although a project name and project description can be the same.

File storage

Only one copy of a document is stored in the vault, no matter how many other documents reference it.

Revisions

Revision numbers can only go forward. Each revision of a document is kept in the vault.

Ownership

When you own a document, you can modify it and check it into the vault. Only the owner can check a modified version of a document into the vault. Ownership does not guarantee that you can check a document into the vault; lifecycle status, for example, could prevent it.

Only one person can own a document at a time.

When you check a document out of the vault, the document must have no owner.

References and Attachments

References are logical links between SolidWorks documents, from a parent assembly to child part and drawing documents, for example.

Attachments are logical links from non-SolidWorks documents to either SolidWorks or other non-SolidWorks documents.