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    Home > Support > Training > Training Courses > SolidWorks Enterprise PDM Courses > Administering SolidWorks Enterprise PDM

    Administering SolidWorks Enterprise PDM

    Updated for SolidWorks 2010

    Length: 2 days

    To locate an Authorized Training Center near you, click here.

    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
    Exercise 1: Create File Vault and Vault View

    Lesson 3: Users and Groups
    Users
    Case Study: Creating Users
    Groups
    Case Study: Create a New Group
    Exercise 2: Users & Groups

    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
    Exercise 3: Variables, Serial Numbers, Lists and Data Cards

    Lesson 5: Templates
    Templates
    Case Study: Folder Template
    Case Study: File Template
    Exercise 4: Templates

    Lesson 6: Column and Bill of Materials (BOM) Views
    Columns
    Case Study: Column
    Bill Of Material
    Exercise 5: Create Column and BOM Views

    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
    Case Study: Sorting State
    Exercise 6: Categories and Revisions and Workflows

    Lesson 8: 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
    Exercise 7: Data Import/Export, Notifications and Tasks

    Lesson 9: File Types and Settings
    File Types
    User Settings

    Appendix A: Items Administration
    Items

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    References

    • SolidWorks PDM Training Files


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