Administering SolidWorks Workgroup PDM

SolidWorks Authorized Training & Support Center logoLength: 2 days

Prerequisites: SolidWorks Enterprise PDM CAD Editor course, basic experience with the SolidWorks Enterprise PDM software, experience with the Windows™ operating system, and knowledge of SolidWorks Enterprise PDM file structure and referencing.

Description: The focus of this course is on the fundamental skills and concepts central to the successful use of SolidWorks Enterprise PDM. The intended audience for this course is anyone who will setup and/or administer SolidWorks Enterprise PDM.

Outline

The topics covered in this course are:

Lesson 1: Installation Planning

  • Planning for SolidWorks Enterprise PDM
  • The Planning Process
  • Training Scenario
  • The Installation Process

Lesson 2: The Administration Tool

  • SolidWorks Enterprise PDM Administration Tool
  • Creating a SolidWorks Enterprise PDM File Vault
  • Case Study: Create a New File Vault
  • Create a Local File Vault View
  • Setup Overview

Lesson 3: Users and Groups

  • Users
  • Case Study: Creating Users Groups
  • Case Study: Create a New Group

Lesson 4: Creating and Modifying Cards

  • File & Folder Data Cards
  • Anatomy of a Data Card
  • Case Study: Design a Folder Data Card
  • Case Study: Design a File Data Card
  • Case Study: Design a Search Data Card

Lesson 5: Templates

  • Templates Case Study: Folder Template
  • Case Study: File Template

Lesson 6: Column and Bill of Materials (BOM) Views

  • Columns
  • Case Study: Column
  • Bill Of Material

Lesson 7: Workflow

  • Workflows
  • Categories
  • Case Study: Create Categories
  • Case Study: Modify Existing Workflow
  • Case Study: Create New Workflows
  • Revisions
  • Case Study: Create New Revision Schemes
  • Case Study: Specifications Revision Scheme
  • Case Study: CAD Files Revision Scheme
  • Import and Export ERP Data
  • Case Study: Alias Set
  • Case Study: Export Rule
  • Case Study: Import Rule
  • Case Study: Sorting State
  • Case Study: Assign Notifications

Lesson 8: File Types and Settings

  • File Types
  • User Settings

Appendix A: Replication Overview

  • Replication Overview
  • Setting Up a Replicated File Vault

Appendix B: Mapping Variables

  • Mapping Variables
  • MS Office Files
  • AutoCAD Files
  • SolidWorks Files
  • Autodesk Inventor Files
  • Solid Edge Files
  • CALS Raster Files
  • XML Files
  • Outlook MSG Files
  • INI Files


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   Course Outlines: