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solidworks enterprise pdm training course

Administering SOLIDWORKS PDM Professional

Prerequisites: Basic experience with the SOLIDWORKS software and the Windows operating system, knowledge of SOLIDWORKS file structure and referencing.

Description: The focus of this course is on the fundamental skills and concepts central to the successful use of SOLIDWORKS PDM Professional.  The intended audience for this course is anyone who will setup and/or administer SOLIDWORKS PDM Professional and should be taken prior to implementation.

Want to take this course online? LEARN MORE about our SOLIDWORKS online training program.

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The topics covered in this course are:

Introduction
About This Course

Lesson 1: Installation Planning
Planning for SOLIDWORKS PDM
The Planning Process
Training Scenario
The Installation Process

Lesson 2: The Administration Tool
SOLIDWORKS PDM Administration Tool
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: Columns
Bill Of Material
Case Study: BOM

Lesson 7: Workflow
Workflows
Categories
Case Study: Create Categories
Case Study: Create New Workflows
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: Folder Templates
Templates
Case Study: Folder Template

Lesson 10: File Templates
File Templates
Case Study: File Template

Lesson 11: Vault Backup
Backing Up File Vaults

Appendix A: File Types and Settings
File Types
User Settings

Appendix B: Data Import/Export
Import and Export ERP Data
Case Study: Alias Set
Case Study: Export Rule
Case Study: Import Rule

Appendix C: Toolbox Setup

Appendix D: Routing Setup

Appendix E: CircuitWorks Setup

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