Administering SW PDM Professional Training

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

5 Days

Available courses

Customer Testimonials

Description

The focus of this course is on the fundamental skills and concepts central to the successful use of SOLIDWORKS PDM. The intended audience for this course is anyone who will setup and/or administer SOLIDWORKS PDM.

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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