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.
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: 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: Folder Templates
Templates
Case Study: Folder Templates
Lesson 8: File Templates
File Templates
Case Study: File Template
Lesson 9: 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
Case Study: Sorting State
Lesson 10: Data Import/Export, Notifications and Tasks
Import and Export ERP Data
Case Study: Alias Set
Case Study: Export Rule
Case Study: Import Rule
Case Study: Assign Notifications
Case Study: Convert Task
Lesson 11: File Types and Settings
File Types
User Settings
Appendix A: Items Administration
Items
