Administering SolidWorks Enterprise PDM
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.
Updated for SolidWorks Enterprise PDM 2013
The topics covered in this course are:
Introduction
About This Course
Windows 7
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 and BOM
Bill Of Material
Lesson 7: Workflow
Categories
Case Study: Create Categories
Case Study: Create New Workflows
Revisions
Case Study: Create New Revision Schemes
Case Study: CAD Files Revision Scheme
Lesson 8: Notifications and Tasks
Notifications
Case Study: Assign Notifications
Case Study: Convert Task
Lesson 9: Folder Templates
Templates
Case Study: Folder Template
Lesson 10: File Templates
Case Study: File Template
Lesson 11: Vault Backup
Backing Up File Vaults
Appendix A: File Types and Settings
File Types
User Settings
Appendix B: Data Import/Export
Import and Export ERP Data
Case Study: Alias Set
Case Study: Export Rule
Case Study: Import Rule
Appendix C: Toolbox Setup
Appendix D: Routing Setup
Appendix E: CircuitWorks Setup
