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: Creating and Modifying Cards
- File & Folder Data Cards
- Anatomy of a Data Card
- Case Study: Design a Folder Data Card
- Case Study: Design a File Data Card
- Case Study: Design a Search Data Card
Lesson 5: Templates
- Templates Case Study: Folder Template
- Case Study: File Template
Lesson 6: Column and Bill of Materials (BOM) Views
- Columns
- Case Study: Column
- Bill Of Material
Lesson 7: 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
- Import and Export ERP Data
- Case Study: Alias Set
- Case Study: Export Rule
- Case Study: Import Rule
- Case Study: Sorting State
- Case Study: Assign Notifications
Lesson 8: File Types and Settings
- File Types
- User Settings
Appendix A: Replication Overview
- Replication Overview
- Setting Up a Replicated File Vault
Appendix B: Mapping Variables
- Mapping Variables
- MS Office Files
- AutoCAD Files
- SolidWorks Files
- Autodesk Inventor Files
- Solid Edge Files
- CALS Raster Files
- XML Files
- Outlook MSG Files
- INI Files
