Managing Disk Space with SOLIDWORKS PDM Part #4: Cold Storage

Cold storage is a feature in SOLIDWORKS PDM that,based on a defined schedule and schema, will automatically move or delete old versions of files and therefore can be used to reduce the amount of disk space required on an archive server. Whilst it would be possible to recover file versions ‘moved’ by cold storage, if you choose to delete an old version instead then it is permanently removed from the archive and cannot be recovered.

To create a cold storage schema, log in to the vault within the administration tool, right click over the cold storage node and select New Cold Storage Schema

Use the dialog displayed to configure the scope, options, and frequency of the cold storage operation.

After naming your schema select and then configure the Cold Storage method for dealing with those earlier versions.

If you choose to delete then versions deleted by cold storage will not be recoverable using the cold storage system and you would need to recover wholly from an earlier database / archive backup.

If you choose to Move the earlier versions (preferred), this would typically be to a larger storage drive.

If you select move, then we need to define a high-level folder path and a sub folder ‘media name’ for the specific versions cold stored each time the schema executes. As my schema will run daily, I will just use the day of the month as the media (sub folder) name.

Note: In both ‘path’ fields it is possible to use the fly out (>) to select system variables or counter options.

In the next section, versions, we specify which versions we want to cold store, noting that by ticking Never move versions with revisions to cold storage that any versions with a revision increment (shown as a red tick along side the revision value in the history / get menu) will be skipped.

E.g. in the first image (before cold storage) you can see multiple versions, of which two are revisions. In the second image (after cold storage) you will see that the two versions in cold storage have been excluded from the main list but can be ‘recalled’ if required.

Note: ‘Labelled’ Versions are always excluded from cold storage.

In the top right of the dialog, we can specify the folders within the vault that we want to include in the cold storage schema. Cold storage will process all files under the selected folders in the cold storage schema and remove the defined number of older versions. This also applies to all subfolders of the selected folder and cannot be restricted to certain file types or files in certain states.

Note: When managing toolbox within a PDM vault it is likely that you will create many versions of the toolbox parts and that your assemblies will often be referencing an ‘older’ version of the toolbox component when they are loaded ‘as built’ or when ‘getting’ previous versions. Therefore, when a cold storage schema includes the toolbox folder this can result in situations where users are often faced with errors when they are not set to ‘always work with latest version’ in that the required version of the toolbox part referenced in the version of the assembly being opened has been ‘cold stored’ and needs to be recovered. I would advise against including toolbox folders in your cold storage schema.

Finally, we need to configure the cold storage schedule. The interval is formatted Minute Hour Day. The drop list allows for the selection of a number of pre-configured options, or for the selection of a user defined scheme where:

• Minute: Use numerals 0 to 59.
• Hour: Use numerals 0 to 23, where 0 is midnight.
• Weekday: Use numerals 1 to 7, where 1 is Monday.

Separate sections with a space. Sections can contain a single number, a range (1-7), or a list (0,15,30,45). An asterisk represents the entire range. For example:

• 0 0 * - Run every day at midnight.
• 0 2 1-5 - Run every Monday to Friday at 2 a.m.
• 0 * * - Run every hour on the hour every day.
• 0 */2 * - Run every other hour every day.
• 0,15,30,45 * * - Run every 15 minutes every day.
• 0,30 * 1-5 - Run every half hour Monday to Friday.
• 0 6-18 1-5 - Run every hour between 6 a.m. and 6 p.m. Monday to Friday.

The time is local to the server.

Note: Before implementing cold storage, it is useful to consider the following points outlining the benefits and drawbacks of using cold storage.

• Cold storage will only delete or move older versions from the physical archive folders. All history entries for each processed file (check in information, card values etc.) will remain in the database. Cold storage cannot be used to delete older history entries in the database. If you want to delete all older versions of a file but keep the latest version you can make a copy of the file and delete the original to create a new version history for the copied file.
• If you select to delete older file versions, the operation is irreversible. The only way to recover versions that are deleted by cold storage is to manually restore them from a backup of the archive server that was processed.
• Only use cold storage if the versions that are deleted or moved are not intended to be frequently needed. While it is possible to recover a moved version, it is a complex procedure to continually recover the version depending on how often the version is required.
• Before implementing cold storage, consider enabling compression instead. That way you still reduce disk space, but you still have all the versions accessible.
• In a replicated environment, cold storage schemas are set up per archive server so that it is possible to implement cold storage only on one out of multiple servers. Note: however that the versions that are cold stored would not be accessible from clients attached to that server. The versions will still be accessible from clients attached to the other replicated servers if the versions have been replicated to those servers.

Blog Series Contents

• Part #1 : Distributing the Archive
• Part #2 : Deleted vs Destroyed and the Vault Cleaner Service
• Part #3 : Web2.0 Temporary Session Files
• Part #4 : Cold Storage
• Part #5 : Archive Compression