Administering SolidWorks EPDM

Description:

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

Duration:

2 days

Prerequisites:

  • SolidWorks Enterprise PDM CAD Editor course
  • Basic experience with the SolidWorks Enterprise PDM software
  • Experience with the Windows Operating System
  • Knowledge of SolidWorks Enterprise PDM file structure and referencing

Topics:

Lesson 1:  Installation Planning

  • Planning for SolidWorks Enterprise PDM
  • The Planning Process
  • Training Scenario
  • The Installation Process

Lesson 2:  The Administration Tool

  • SolidWorks Enterprise PDM Administration Tool
  • Creating a SolidWorks Enterprise PDM File Vault
  • Case Study:  Create a New File Vault
  • Create a Local File Vault View
  • Setup Overview

Lesson 3:  Users and Groups

  • Users
  • Case Study:  Creating Users
  • Groups
  • Case Study:  Create a New Group

Lesson 4:  Folder Card Creation

  • Data Cards
  • Anatomy of a Data Card
  • Case Study:  Design a Folder Data Card

Lesson 5: File and Search Cards

  • Importing Data Cards
  • Case Study: Design a File Data Card
  • Case Study: Design a Search Data Card

Lesson 6: Column and Bill of Materials (BOM) Views

  • Columns
  • Case Study: Column
  • Bill of Materials

Lesson 7: Folder Templates

  • Templates
  • Case Study: Folder Templates

Lesson 8: File Templates

  • File Templates
  • Case Study; File Templates

Lesson 9: Workflow

  • Workflows
  • Categories
  • Case Study: Create Categories
  • Case Study: Modify Existing Workflow
  • Case Study: Create New Workflow
  • Revisions
  • Case Study: Create New Revision Schemes
  • Case Study: Specifications Revision Schemes
  • Case Study: CAD Files Revision Schemes
  • Case Study: Sorting State

Lesson 10: Data Import/ Export, notifications and Tasks

  • Import and Export ERP Data
  • Case Study: Alias Set
  • Case Study: Export Rule
  • Case Study: Import Rule
  • Case Study: Assign Notification
  • Case Study: Convert Task

Lesson 11: File Types and Settings

  • File Types
  • User Settings

Appendix A: items Administration

  • Items