SolidWorks Workgroup PDM 2011 CAD Editor Curriculum

Lesson 1: PDM Concepts and File Management

The Four Pillars of PDM

What is the SolidWorks Workgroup PDM Software?

SolidWorks Workgroup PDM Overview

SolidWorks Workgroup PDM Components

Basic Rules

SolidWorks File Management

File References

File Reference Example

Opening Files

Saving Files

File Properties

External Reference Search Order

Lesson 2: Document Check In

SolidWorks Workgroup PDM User Interface

Starting SolidWorks Workgroup PDM

SolidWorks User Interface

Getting Help

Setting up SolidWorks Workgroup PDM

Users Accounts

Case Study: Checking In SolidWorks Documents

User Options

Document Check In Process

Revision Scheme

Lifecycle

Checking in References

Logging In/Out

Creating Sub-projects

Reporting

Lesson 3: Accessing Documents

Working on Vaulted Documents

Case Study: Modify an assembly

Check Out Alternative

Non-SolidWorks Documents

Lesson 4: SolidWorks Workgroup PDM Environment

Searching for Documents

Case Study: Setting Up Windows Search

Searching for Documents in the Vault

Case Study: Advanced Search

Other SolidWorks Workgroup PDM Activities

Reports

Custom Properties

Case Study: Adding Properties

Drawing Revisions

Case Study: Drawing Revisions

SolidWorks Tools and Utilities

Case Study: Compare Drawings

Case Study: Compare Geometry

Collaboration

Case Study: Collaboration

Printing Drawings From The Vault

Case Study: Batch Print

Exporting SolidWorks Workgroup PDM Files

Automated File Properties

Case Study: Custom Properties in Templates

Bulk Loading Files

Alternate Methods to Access the Vault

Case Study: Using SolidWorks Explorer

Functional Differences

User Options

SolidWorks Workgroup PDM Viewer

Case Study: Accessing the SolidWorks Workgroup PDM Viewer

Software Updates

Lesson 5: Toolbox and Files that are Not Revision Managed

Toolbox Parts

Toolbox Case Studies

Case Study: Adding Toolbox Parts

Files That are Not Revision Managed

Case Study: Not Revision Managed Files

Case Study: The Toolbox Flag

Standard Parts

Drag and Drop

Case Study: Common Parts Project

Case Study: Design Library

Revision Bumping

Adding Notes

Case Study: Revision Bumping

Removing Files From the Vault

Explain Access

Case Study: Remove Files From The Vault

Managing Configuration Revisions

Case Study: Configuration Revisions