Administering SolidWorks Enterprise PDM
Not yet 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
Lesson 1: Installation Planning
Planning for PDMWorks Enterprise
The Planning Process
Data Management Plan
Transition Plan
Training Scenario
The Installation Process
Lesson 2: The Administration Tool
PDMWorks Enterprise Administration Tool
Creating a PDMWorks Enterprise File Vault
Case Study: Create a New File Vault
Create a local file vault view
Setup Overview
Building Blocks
Lesson 3: Users and Groups
Users
Case Study: Creating Users
Groups
Case Study: Create a New Group
Lesson 4: Variables, Serial Numbers and Lists
Building Blocks
Data Card Variables
Case Study: Variables
Serial Numbers
Case Study: Serial Numbers
Card Lists
Case Study: Card Lists
Lesson 5: Creating and Modifying Cards
File & Folder Data Cards
Anatomy of a Data Card
Case Study: Design a Data Card
Case Study: Card Logic
Lesson 6: Templates
Templates
Case Study: Project Folder
Case Study: File Template
Lesson 7: Categories, Revision Numbers and Data Import and Export
Workflows
Categories
Case Study: Create a Category
Revision Numbers
Case Study: Create a New Revision Number
Import and Export ERP Data
Case Study: Alias Set
Case Study: Export Rule
Case Study: Import Rule
Lesson 8: Workflow
Workflows
Case Study: Existing Workflow
Case Study: Create a New Workflow
Case Study: Update Revision
Case Study: Engineering Documents Workflow
Case Study: Sorting State
Lesson 9: Column and Bill of Materials (BOM) Views
Columns
Case Study: Column
Bill Of Material
Lesson 10: 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
