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Course Name

Prerequisite(s)

SOLIDWORKS PDM CAD Editor course, basic experience with the SOLIDWORKS PDM software, experience with the Windows™ operating system, and knowledge of SOLIDWORKS PDM file structure and referencing.

Length

2 Days

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Description

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Course outline

  • Planning for SOLIDWORKS PDM Professional
  • The Planning Process
  • Training Scenario
  • The Installation Process
  • SOLIDWORKS PDM Professional Client
  • SOLIDWORKS PDM Professional Administration Tool
  • Create a Local File Vault View
  • Exercise l: Create File Vault and Vault View
  • Users
  • Case Study: Creating Users
  • Groups
  • Case Study: Create a New Group
  • Manage Multiple Groups
  • Exercise 2: Users & Groups
  • Data Cards
  • Anatomy of a Data Card
  • Case Study: Design a Folder Data Card
  • Create New Variables
  • Combobox Dropdown Control
  • Exporting Data Cards
  • Exercise 3: Folder Cards
  • Importing Data Cards
  • Case Study: Design a File Data Card
  • Case Study: Design a Search Data Card
  • Search Card Default Values
  • Exercise 4: File Cards
  • Columns
  • Case Study: Columns
  • Bill Of Materials
  • Exercise 5: Create Column and BOM Views
  • Workflows
  • Categories
  • Case Study: Create Categories
  • Case Study: Create New Workflows
  • Revisions
  • Case Study: Create New Revision Schemes
  • Drawing Revision Tables
  • Case Study: CAD Files Revision Scheme
  • Exercise 6: Categories and Revisions and Workflows
  • Notifications
  • Case Study: Convert Task
  • Exercise 7: Notifications and Tasks
  • Templates
  • Template Administration
  • Case Study: Folder Template
  • Exercise 8: Folder Templates
  • File Templates
  • Case Study: File Template
  • Templates with Other File Types
  • Case Study: ACME Specifications Template
  • Exercise 9: File Templates
  •  Migrating Legacy Dat
  •  Data Migration Planning
  • Case Study: Data Migration
  • Migrating Revisions
  • Backing Up File Vaults
  • Database Backup
  • Archive Server Settings Backup
  • Archive Files Backup
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