Hi everyone,

I’m working on cleaning up our PDM user setup after upgrading to PDM 2024, and I could use some advice.

Back before PDM 2018, I created internal PDM users for everyone in our system. Later on, we switched to using Windows logins. Since mixed login modes weren’t supported at the time, we had to create new user accounts for each person using their Windows credentials. As a result, every user now has two separate accounts in the system:

• One PDM login with the format FirstName LastName

• One Windows login with the format LastName FirstName (as set by Active Directory)

Now that we’ve upgraded to PDM 2024 and are using QA00000122502 to switch all users to Windows login, things are mostly working fine. But I want to go one step further:
I’d like to merge the two accounts so that each user ends up with just their Windows login and retains full access to their historical data from the old PDM login.

Here’s the situation:

1. Each PDM user has a unique UserID in the dbo.User table, with a login name like FirstName LastName.

2. Each Windows login has a different UserID, with a login name like LastName FirstName.

3. Both accounts contain file references, history, workflow activity, etc., that need to be preserved.

I want to:

• Merge the PDM account into the corresponding Windows login, consolidating all data under the Windows account.

• Remove the old PDM users from the system afterward.

• Avoid running a mixed login setup going forward.

• Reduce the size of the dbo.User table and clean up duplicate entries.

Has anyone done this successfully? Is there a supported or safe way to merge two users like this while keeping all the data intact (history, ownership, permissions, etc.)?

Any tips, tools, or scripts would be much appreciated!

Thanks in advance!

Georg