Administering SolidWorks Workgroup PDM
This title NOT updated for SolidWorks 2010
Length: 1 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 vault administrators. The topics covered in this course are:
Introduction
About This Course
Windows® XP
Use of Color
Lesson 1: Planning for PDM
Planning for SolidWorks Workgroup PDM
The Planning Process
Data Management Plan
Transition Plan
The VaultAdmin Tool
Lesson 2: SolidWorks Workgroup PDM Setup
Administrator Topics
The Vault
Vault Backup
Vault Restoration
Case Study: Replace The Vault
VaultAdmin Tool
VaultAdmin Settings
User Accounts
Case Study: User Accounts
Case Study: Groups
Projects
Project Access
Project Settings
Case Study: Copy Project Settings
Revision Scheme
Lifecycles
Case Study: Create Lifecycles
Standard Libraries
Case Study: Common Parts
Case Study: Toolbox Parts
Vault Settings
Case Study: Global Settings
Custom Properties
Case Study: Adding Custom Properties
Search
Case Study: Index the Vault
Revision Table
Case Study: Revision Table Properties
Triggers
Lesson 3: Maintaining the Vault
Maintaining The Vault
Case Study: Vault Backup
Case Study: Log Files
Tree Options
Maintaining User Accounts
Case Study: Modify Users
Case Study: Passwords
Regaining Disk Space
Case Study: Obsolete Folders
Archiving Files
Case Study: Archiving Files
Update Software
File Conversion
Case Study: Converting Files In The Vault
Lesson 4: Administration Tasks
Administrator Tasks
Mapping Custom Properties
Case Study: Property Mapping
Copy Project
Case Study: Copy Project
Bulk Loading Files
Case Study: Bulk Check In Files
Transferring Projects between Vaults
Case Study: Exporting Projects
Appendix
Setting up the SolidWorks Workgroup PDM Viewer
Triggers
Triggers Example
Best Practices
