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SOLIDWORKS PDM Training – 3 days

User Level - 1 Day

Lesson 1: SOLIDWORKS Enterprise PDM Concepts

  • The Fundamentals of PDM
  • What is SOLIDWORKS Enterprise PDM?
  • SOLIDWORKS Enterprise PDM Overview
  • SOLIDWORKS Enterprise PDM Modules
  • SOLIDWORKS Enterprise PDM Components
  • File Vault
  • View of File Vault
  • Working Folder (Cache)
  • Access Rights
  • SOLIDWORKS Enterprise PDM ‘Smart’ Files
  • SOLIDWORKS Enterprise PDM ‘Smart’ Folders
  • File Data Card
  • Folder Data Card
  • Workflow
  • Notifications.
  • Versions and Revisions

Lesson 2: SOLIDWORKS Enterprise PDM User Interface

  • SOLIDWORKS Enterprise PDM User Interface
  • Getting Help
  • The Explorer Window Logging In
  • Case Study: Exploring SOLIDWORKS Enterprise PDM
  • SOLIDWORKS Enterprise PDM User Interface Layout
  • Logging Out
  • Exercise 1: Explore SOLIDWORKS Enterprise PDM User Interface

Lesson 3: Document Creation and Check In

  • Creating New Folders and Files
  • Case Study: Checking in Documents
  • Add Existing Files
  • Document Check In
  • Create Files and Folders from Templates
  • Advanced Document Check In
  • Check In File
  • Case Study: Checking in Documents with References
  • Exercise 2: Document Creation and Check In

Lesson 4: Versioning Files

  • Versioning Files
  • Check Out
  • Optional Check out Method
  • Case Study: Versioning Files
  • Local File Version
  • Get Latest Version
  • Get Version
  • Overwriting Checked Out Versions
  • Undo Check Out
  • History
  • Exercise 3: Versioning Files

Lesson 5: File References

  • File References
  • Creating and Removing References
  • Case Study: File References
  • Copying Files with References
  • Case Study: Copy File and References
  • Moving Files with References
  • Case Study: Move File and References
  • Sharing Files
  • Exercise 4: File References

Lesson 6: Searching

  • Searching SOLIDWORKS Enterprise PDM
  • Name and Location
  • Start Searching
  • Searching for Checked Out Files.
  • The Search Results
  • Case Study: Search
  • Favourite Searches
  • Sharing Files
  • Exercise 5: Search

Lesson 7: Workflow and Notification

  • SOLIDWORKS Enterprise PDM Workflow
  • Change File State
  • Case Study: Workflow
  • Exercise 6: Workflow

Lesson 8: Managing Local Cache

  • Managing Local Cache
  • Remove Local Copy
  • Clear Local Cache

Lesson 9: Working in SOLIDWORKS

  • Versioning SOLIDWORKS
  • SOLIDWORKS Add-in
  • Add-in Options
  • Check Out Files
  • Case Study: Versioning Files
  • Check In Files
  • Working with File Versions
  • Workflow
  • Exercise 7: Versioning SOLIDWORKS Files

Admin Level - 2 days

Lesson 1: Installation Planning

  • Planning for SOLIDWORKS PDM Professional
  • The Planning Process
  • Data Management Plan
  • Implementation Plan
  • The Installation Process
  • SQL Server
  • Databases
  • SOLIDWORKS PDM Client

Lesson 2: The Administration Tool

  • SOLIDWORKS PDM Administration Tool
  • Starting the Administration Tool
  • Local Settings
  • Group Policies
  • Settings
  • Creating a SOLIDWORKS PDM Vault
  • Create a Local File Vault View
  • Create a Local View
  • Why the Root Folder?
  • Sharing the Vault View
  • Setup Overview
  • View Setup Utility
  • Access Control Metadata Workflow
  • Vault Maintenance

Lesson 3: Users and Groups

  • Users
  • Creating New Users
  • User Information
  • Copy Permissions
  • Case Study: Creating Users
  • User Properties
  • Groups
  • Administrative Permissions
  • Folder Permissions
  • Assigned Folder Permissions
  • State Permissions
  • Transition Permissions
  • Permissions per File
  • Search Cards
  • Bill of Materials
  • Tasks
  • Templates
  • Warnings
  • Cache Options
  • Copy Tree
  • Change User Password
  • Delete a User
  • Managing Multiple Users
  • Groups
  • Case Study: Create a New Group
  • Assign Group Permissions
  • Manage Multiple Groups

Lesson 4: Folder Card Creation

  • Data Cards
  • Check Out
  • Anatomy of a Data Card
  • Controls
  • Card Editor
  • Card Associations
  • Installed Cards
  • Options
  • Designing a Data Card
  • Case Study: Design a Folder Data Card
  • Static Text Control
  • Select Control
  • Image Control
  • Data Card Variables
  • Best Practices
  • Variable Mappings
  • Variable Definition
  • Variable Listing
  • Variable Editor Functions
  • Variable Editor
  • Edit box Control
  • Create new variables
  • Combo box Dropdown Control
  • Command Button Control
  • Serial Numbers
  • Combo box Drop list Control
  • Exporting Data Cards
  • Select Font
  • Card Grid Settings
  • Alignment Controls
  • Date Field control
  • Checkbox Control
  • Advanced Lists
  • Dynamic Lists
  • Card Lists
  • Tab Control

Lesson 5: File and Search Cards

  • Importing Data Cards
  • Case Study: Design a File Data Card
  • Radio-Button Control
  • Card Control Logic
  • Search Cards
  • Case Study: Design a Search Data Card
  • Controlled Tabs
  • Glue Controls
  • Card Search Control
  • Variable Search Control
  • Search Card Default Values

Lesson 6: Column and Bill of Materials (BOM) Views

  • Columns
  • File List Column
  • Search Column
  • Case Study: Columns
  • Bill of Material
  • Case Study: BOM

Lesson 7: Workflow

  • Workflows
  • Categories
  • Case Study: Create Categories
  • Category Conditions
  • No Category Match
  • Rename a Category
  • Delete a Category
  • Creating Workflows
  • Open an existing workflow
  • Saving a Workflow
  • Rearranging the Workflow
  • Case Study: Create New Workflows
  • Workflow State
  • Workflow Transitions
  • Revisions
  • Revision Component
  • Case Study: Create New Revision Schemes
  • Transition Condition
  • Transition Actions
  • Case Study: CAD Files Revision Scheme
  • Parallel Transitions
  • Automatic Transitions

Lesson 8: Notifications and Tasks

  • Notifications
  • Workflow Notifications
  • Case Study: Assign Notifications
  • Tasks
  • Add Tasks to Vault
  • Task Host Configuration
  • Case Study: Convert Task
  • Executing Tasks

Lesson 9: Folder Templates

  • Templates
  • Template Administration
  • Template Wizard
  • Template Variables
  • Case Study: Folder Template
  • Template cards

Lesson 10: File Templates

  • File Templates
  • Case Study: File Template
  • Template Source Files
  • Microsoft Office Templates
  • Case Study: ACME Specifications Template
  • Template Card
  • Update List Information
  • ECO Template

Lesson 11: Data Migration

  • Migrating Legacy Data
  • Data Migration Planning
  • Clean Data
  • What to Migrate
  • Case Study: Data Migration
  • Migrating Revisions
  • Set Revision

Lesson 12: Vault Backup

  • Backing up File Vaults
  • Database Backup
  • Archive Server Settings Backup
  • Archive Files Backup
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