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Administering SW PDM Standard Training

Prerequisite(s)

SOLIDWORKS PDM CAD Editor course, basic experience with the SOLIDWORKS PDM software, experience with the Windows™ operating system, and knowledge of SOLIDWORKS PDM file structure and referencing.

Length

2 Days

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Description

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

Course outline

  • Planning for SOLIDWORKS PDM Standard
  • The Planning Process
  • Training Scenario
  • The Installation Process
  • SOLIDWORKS PDM Standard Client
  • SOLIDWORKS PDM Standard Administration Tool
  • Create a Local File Vault View
  • Exercise l: Create File Vault and Vault View
  • Users
  • Case Study: Creating Users
  • Groups
  • Case Study: Create a New Group
  • Manage Multiple Groups
  • Exercise 2: Users & Groups
  • Data Cards
  • Anatomy of a Data Card
  • Case Study: Design a Folder Data Card
  • Create New Variables
  • Combobox Dropdown Control
  • Exporting Data Cards
  • Exercise 3: Folder Cards
  • Importing Data Cards
  • Case Study: Design a File Data Card
  • Case Study: Design a Search Data Card
  • Search Card Default Values
  • Exercise 4: File Cards
  • Columns
  • Case Study: Columns
  • Bill Of Materials
  • Exercise 5: Create Column and BOM Views
  • Workflows
  • Workflow Conditions
  • Rearranging the Workflow
  • Case Study: Create New Workflows
  • Revisions
  • Case Study: Create New Revision Schemes
  • Drawing Revision Tables
  • Case Study: CAD Files Revision Scheme
  • Exercise 6: Revisions and Workflows
  • Notifications
  • Case Study: Convert Task
  • Exercise 7: Notifications
  • Backing Up File Vaults
  • Database Backup
  • Archive Server Settings Backup
  • Archive Files Backup
  • Migrating Legacy Data
  • Data Migration Planning
  • Case Study: Data Migration
  • Migrating Revisions
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