Administering SolidWorks Workgroup PDM 2011 Curriculum

Lesson 1: Planning for PDM

Planning for SolidWorks Workgroup PDM

The Planning Process

Data Management Plan

Transition Plan

The VaultAdmin Tool

Lesson 2: SolidWorks Workgroup PDM Setup

Administrator Topics

The Vault

Vault Backup

Vault Restoration

Case Study: Replace The Vault

VaultAdmin Tool

VaultAdmin Settings

User Accounts

Case Study: User Accounts

Case Study: Groups

Projects

Project Access

Project Settings

Case Study: Copy Project Settings

Revision Scheme

Lifecycles

Case Study: Create Lifecycles

Standard Libraries

Case Study: Common Parts

Case Study: Toolbox Parts

Vault Settings

Case Study: Global Settings

Custom Properties

Case Study: Adding Custom Properties

Search

Case Study: Index the Vault

Revision Table

Case Study: Revision Table Properties

Triggers

Lesson 3: Maintaining the Vault

Maintaining The Vault

Case Study: Vault Backup

Case Study: Log Files

Tree Options

Maintaining User Accounts

Case Study: Modify Users

Case Study: Passwords

Regaining Disk Space

Case Study: Obsolete Folders

Archiving Files

Case Study: Archiving Files

Update Software

File Conversion

Case Study: Converting Files In The Vault

Lesson 4: Administration Tasks

Administrator Tasks

Mapping Custom Properties

Case Study: Property Mapping

Copy Project

Case Study: Copy Project

Bulk Loading Files

Case Study: Bulk Check In Files

Transferring Projects between Vaults

Case Study: Exporting Projects

Appendix

Setting up the SolidWorks Workgroup PDM Viewer

Triggers

Triggers Example

Best Practices