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Administering SolidWorks Enterprise PDM

Data Management Instructor Led Training Course

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

 

Course details and prerequisites:

Duration: 2 Days
Type: Instructor Led
Level: Basic/Intermediate
Prerequisites: Experience with the Windows™ operating system

After the training you will be able to:
  • Create and define a new vault with users and groups
  • Administer SolidWorks Enterprise PDM
  • Setup revision control and workflow management for documents

 

Customer comments about this training course

"At Tigercat we spent a long time looking for a solution to make data management easier for designers but at the same time give everyone
at our different locations access to the same data. SolidWorks Enterprise PDM's multi-site data replication is excellent and is working well for our large number of users. Javelin Technologies has been very knowledgeable and helpful during our evaluation and implementation"

Steve Moses, Tigercat Industries

 

Course Outline

Introduction

  • About This Course

Lesson 1: Installation Planning

  • Planning for SolidWorks Enterprise PDM
  • The Planning Process 
  • Training Scenario 
  • The Installation Process

Lesson 2: The Administration Tool

  • SolidWorks Enterprise PDM Administration Tool 
  • Creating a SolidWorks Enterprise PDM 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: Folder Templates

  • Templates
  • Case Study: Folder Templates

Lesson 8: File Templates

  • File Templates
  • Case Study: File Template

Lesson 9: Workflow

  • Workflows
  • Categories 
  • Case Study: Create Categories
  • Case Study: Modify Existing Workflow
  • Case Study: Create New Workflows
  • Revisions
  • Case Study: Create New Revision Schemes
  • Case Study: Specifications Revision Scheme
  • Case Study: CAD Files Revision Scheme
  • Case Study: Sorting State

Lesson 10: Data Import/Export, Notifications and Tasks

  • Import and Export ERP Data 
  • Case Study: Alias Set
  • Case Study: Export Rule
  • Case Study: Import Rule
  • Case Study: Assign Notifications 
  • Case Study: Convert Task 

Lesson 11: File Types and Settings

  • File Types
  • User Settings

Appendix A: Items Administration

  • Items

 

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