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Administering SOLIDWORKS PDM Professional

Length: 2 days

 

Prerequisites: Completed Using SOLIDWORKS PDM Professional course, basic experience with the SOLIDWORKS PDM Professional software, experience with the Windows™ operating system, and knowledge of SOLIDWORKS PDM Professional file structure and referencing.

 

Description: The focus of this course is on the fundamental skills and concepts central to the successful use of SOLIDWORKS PDM Professional. The intended audience for this course is anyone who will setup and/or administer SOLIDWORKS PDM Professional.

 

The topics covered in this course are:

 

Next Steps

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Lesson 1: Installation Planning

  • Planning for SOLIDWORKS PDM Professional

  • The Planning Process

  • Training Scenario

  • The Installation Process

 

 


 

Lesson 2: The Administration Tool
  • SOLIDWORKS PDM Professional Administration Tool

  • Creating a SOLIDWORKS PDM Professional 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: 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

 


 

 

 

 

 

 

 

 

 

 

Next Steps

Get a Quote

Contact Sales

 

 

 

 

Appendix C: Toolbox Setup

 

Appendix D: Routing Setup

 

Appendix E: CircuitWorks Setup

 

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