PDM Users Basic Refresher
Learning how to use a data management system can be daunting at first, but those of us who have used one for a while know that it just takes practice. This quick reference sheet can help reinforce the training you have received from DesignPoint when setting up your PDM system or can be something you share when people join the company and learn the system for the first time. There might even be one or two things in here that experienced users might not have known. Here are a couple of our favorite tips and tricks for getting the most out of PDM as a user.
One thing I learned in working on this Quick Reference sheet is that there are keyboard short-cuts to make you that more efficient. Common commands such as Checking a file In or Out are captured in the list. This is one quick way to work with files in PDM that much faster.
When working inside of SOLIDWORKS the PDM Add-in is vital to knowing the status of your files. Usually this is displayed in a series of icons which update as the files are being edited. Until these icons become second nature, just check this list to remember what SOLIDWORKS PDM is trying to tell you.
Task Pane Icons
This list of icons can be seen through the PDM Add-in on the Task Pane in SOLIDWORKS. Some of these icons are also found in the toolbar ribbon or right click menu from the vault view. This is the main toolset for working inside of PDM and the operations are the same no matter where you see the icons. Some differences to note is that the version history might be locked to only while you are working with a file in SOLIDWORKS and not from the vault view. That is an option in the settings of PDM and is beneficial to keep everyone working on the latest version.
History and Working with Previous Versions
If you are looking at the files history you can see the states, transitions, revisions, and versions. This menu is where you can “Get” previous versions of a file. The more dangerous action is to “Rollback” a file to a previous state. That would essentially destroy the history past a certain point that was rolled back to, so make sure you really mean it when you rollback a file.
PDM Reference for Lifelong Learning
We hope this reference material will help get you up and running with PDM. Feel free to also contact us at our support line if you have any doubts or further questions (844-721-7211×3). We want to make sure you feel as supported as possible when getting used to a new system like PDM. Thanks for joining us and we look forward to you becoming a power PDM user in no time!