Administering SolidWorks Enterprise PDM
Updated for SolidWorks 2009
Length: 2 days
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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.
The topics covered in this course are:
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: 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
