ADMINSTERING SOLIDWORKS PDM STANDARD

Course Description: The focus of this course is on the fundamental skills and concepts central to the successful use of SOLIDWORKS Enterprise PDM.

Course Length: 2 Days

Prerequisites: Basic experience with the SOLIDWORKS software, experience with the Windows™ operating system, and knowledge of SOLIDWORKS file structure and referencing.

Topics

Introduction

About This Course

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: Folder Card Creation

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

Lesson 5: File and Search Cards

• Importing Data Cards
• Case Study: Design a File Data Card
• Case Study: Design a Search Data Card

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

Lesson 8:Notifications

• Notifications
• Case Study: Assign Notifications

Lesson 9: Data Migration

• Migrating Legacy Data
• Case Study: Data Migration
• Migrating Revisions

Lesson 10: Vault Backup

• Backing Up File Vaults

Appendix A: Items Administration

Items