SolidWorks Workgroup PDM CAD Editor
Updated for SolidWorks 2009
Length: 1/2 day
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Prerequisites: Basic experience with the SolidWorks software and the Windows™ operating system, and knowledge of SolidWorks file structure and referencing.
Description: The focus of this course is on the fundamental skills and concepts central to the successful use of SolidWorks Workgroup PDM. The intended audience for this course is SolidWorks users.
The topics covered in this course are:
Introduction
About This Course
Windows® XP
Use of Color
Lesson 1: PDM Concepts and File Management
The Four Pillars of PDM
What is the SolidWorks Workgroup PDM Software?
SolidWorks Workgroup PDM Overview
SolidWorks Workgroup PDM Components
Basic Rules
SolidWorks File Management
File References
File Reference Example
Opening Files
Saving Files
File Properties
External Reference Search Order
Lesson 2: Document Check In
SolidWorks Workgroup PDM User Interface
Starting SolidWorks Workgroup PDM
SolidWorks User Interface
Getting Help
Setting up SolidWorks Workgroup PDM
Users Accounts
Case Study: Checking In SolidWorks Documents
User Options
Document Check In Process
Revision Scheme
Lifecycle
Checking in References
Logging In/Out
Creating Sub-projects
Reporting
Lesson 3: Accessing Documents
Working on Vaulted Documents
Case Study: Modify an assembly
Check Out Alternative
Non-SolidWorks Documents
Lesson 4: SolidWorks Workgroup PDM Environment
Searching for Documents
Case Study: Setting Up Windows Search
Searching for Documents in the Vault
Case Study: Advanced Search
Other SolidWorks Workgroup PDM Activities
Reports
Custom Properties
Case Study: Adding Properties
Drawing Revisions
Case Study: Drawing Revisions
SolidWorks Tools and Utilities
Case Study: Compare Drawings
Case Study: Compare Geometry
Collaboration
Case Study: Collaboration
Printing Drawings From The Vault
Case Study: Batch Print
Exporting SolidWorks Workgroup PDM Files
Automated File Properties
Case Study: Custom Properties in Templates
Bulk Loading Files
Alternate Methods to Access the Vault
Case Study: Using SolidWorks Explorer
Functional Differences
User Options
SolidWorks Workgroup PDM Viewer
Case Study: Accessing the SolidWorks Workgroup PDM Viewer
Software Updates
Lesson 5: Toolbox and Files that are Not Revision Managed
Toolbox Parts
Toolbox Case Studies
Case Study: Adding Toolbox Parts
Files That are Not Revision Managed
Case Study: Not Revision Managed Files
Case Study: The Toolbox Flag
Standard Parts
Drag and Drop
Case Study: Common Parts Project
Case Study: Design Library
Revision Bumping
Adding Notes
Case Study: Revision Bumping
Removing Files From the Vault
Explain Access
Case Study: Remove Files From The Vault
Managing Configuration Revisions
Case Study: Configuration Revisions
