SOLIDWORKS Manage Course

The SOLIDWORKS Manage Course training manual is an introductory guide to help get started in this expansive software and application integrations enabled by SOLIDWORKS PDM Professional to include a comprehensive set of capabilities that you can use and distribute to many areas of your business. It covers topics including basic setup, routine maintenance, connecting to PDM, Document and Record objects, Users and Groups, various field types, and the Web Client. This manual is targeted at anyone getting started with SOLIDWORKS Manage, or anyone who needs a refresher on how to get started.

Overview

Prerequisite

Length

2 Days

Syllabus

Lesson 1: System Options

Planning for SOLIDWORKS Manage
System Architecture
Configuration File
Case Study: Connecting to SOLIDWORKS Manage
Essential Administrative Options
Case Study: System Options
Numbering Schemes

Lesson 2: Connecting to SOLIDWORKS PDM Professional

Record Object Types
Requirements for Connecting
Case Study: Installing the Add-in
Creating a PDM Object

Lesson 3: Document and Record Object Types

Record Object
Permissions
Document Object
File Templates

Lesson 4: Fields and Field Groups

Fields
Organizing Fields
Field Groups
Numbering by Field Group
Global Variables

Lesson 5: Users and Groups

Importing Users
Group

Lesson 6: Bills of Materials

Bills of Materials
Creating Bills of Materials

Lesson 7: Backup, Restore, and Upgrade

Backing Up
Restoring the Environment
Upgrading SOLIDWORKS Manage

Lesson 8: The Web Interface

The Web Interface
Web Interface and PDM Objects

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SOLIDWORKS Manage Course

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