Administering SOLIDWORKS PDM Professional
Length
3 Days
Cost
$1500.00
Recommended Experience Level
- Experience with the Windows operating system
Description
This Administering SOLIDWORKS PDM course teaches participant how to use all of the administrative functions of the SOLIDWORKS PDM Professional software. It equips administrators to successfully manage their company’s use of PDM and to support the PDM users in their daily activities.
Recommended For
- New administrators of an existing PDM Professional implementation
- Designated administrators of customers anticipating PDM Professional implementation
- PDM Professional administrators without previous training or needing a refresh / update of admin skills
Course Outline
Introduction
- About This Course
- More SOLIDWORKS Training Resources
Lesson 1: Installation Planning
- Planning for SOLIDWORKS PDM Professional
- The Planning Process
- Training Scenario
- The Installation Process
Lesson 2: Administration Tool
- SOLIDWORKS PDM Professional Administration Tool
- Case study: Create a New File Vault
- Create a Local File Vault View
- Setup Overview
Lesson 3: Folder Card Creation
- Data Cards
- Anatomy of a Data Card
- Case Study: Design a Folder Data Card
Lesson 4: File and Search Cards
- Importing Data Cards
- Case Study: Design a File Data Card
- Case Study: Design a Search Data
Lesson 5: Column and Bill of Materials (BOM) Views
- Columns
- Case Study: Columns
- Bill Of Material
- Case Study: BOM
Lesson 6: Workflow
- Workflows
- Categories
- Case Study: Create Categories
- Case Study: Create New Workflow
- Revisions
- Case Study: Create New Revision Schemes
- Drawing Revision Tables
- Case Study: CAD Files Revision Scheme
Lesson 7: Notifications and Tasks
- Notifications
- Case Study: Assign Notifications
- Case Study: Convert Task
Lesson 8: Folder Templates
- Templates
- Case Study: Folder Template
Lesson 9: File Templates
- File Templates
- Case Study: File Template
- Templates with Other File Types
- Case Study: ACME Specifications Template
Lesson 10: Data Migration
- Migrating Legacy Data
- Case Study: Data Migration
- Migrating Revisions
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
- Toolbox Setup
Appendix D: Routing Setup
- Routing Setup
Appendix E: CircuitWorks Setup
- CircuitWorks Setup