Administering SOLIDWORKS PDM Standard Course

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.

Overview

Prerequisite

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

Syllabus

Lesson 1: Installation Planning

Planning for SOLIDWORKS PDM Standard
The Planning Process
Training Scenario
The Installation Process

Lesson 2: The Administration

SOLIDWORKS PDM Standard
Administration Tool
Creating a SolidWorks PDM Standard 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 Bills of Materials (BOM) Views

Columns
Case Study: Columns
Bills of Materials
Creating BOM

Lesson 7: Workflow

Workflows
Case Study: Create New Workflow
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: Data Migration

Migrating Legacy Data
Case Study: Data Migration
Migrating Revisions

Lesson 10: Vault Backup

Backing Up File Vaults

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Administering SOLIDWORKS PDM Standard Course

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