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SOLIDWORKS PDM Professional Administration Course Overview

The SOLIDWORKS PDM Professional Administration course is designed to equip participants with the knowledge and skills necessary to prepare, plan, implement, and test a SOLIDWORKS PDM Professional system before a full implementation in their organization. This course covers various aspects of the PDM Professional system to assist in developing a customized installation that fits specific workflow needs. It is intended for individuals responsible for setting up and/or administering SOLIDWORKS PDM.

Skills Learned:

  • Planning a SOLIDWORKS PDM Professional installation, including gathering required information.
  • Creating a new PDM Professional vault, local views, groups, users, integrating Active Directory, and applying permissions.
  • Developing folder, file, and search data cards, adding custom metadata for searching, BOMs, and reporting.
  • Creating Column and Bill of Materials (BOM) views.
  • Developing workflows for various document types and projects, including categories, revision schemas, and transition properties.
  • Creating Folder and File templates.
  • Migrating existing data from other document management systems or Windows file structures.
  • Backing up the PDM Vault databases and Archive files.
Solidworks PDM Professional Administrator Training

Course Duration

2 Days  (7 hours/day)

Prerequisites

SOLIDWORKS PDM User Course

Experience with the SOLIDWORKS PDM software

Experience with the Windows™ operating system

Knowledge of SOLIDWORKS PDM file structure and referencing

Onsite Training

Course Examples

PDM Instillation
Learn to install and deploy PDM to manage numerous users and multiple locations
PDM Vault Creation and Management
Manage your PDM deployment, users, data, and more
Create Users & Groups
Create users and groups and easily manage access, permissions, and roles
Data Cards
Create data cards with relevant information or meta data to parts, assemblies, or any file adding intelligence to your data
BOM Management
Manage Bill of Materials, state or revision history, and structure
Workflows
Create simple or complex workflows to manage product release & approval
Vault Replication
Replicate your database of files across multiple locations for concurrent design & processes

SOLIDWORKS PDM Professional Administration Course Syllabus

Lesson 1: Installation Planning

  • Planning for SOLIDWORKS PDM Professional
  • The Planning Process
    • Data Management Plan
    • Implementation Plan
  • Training Scenario
  • The Installation Process
    • SQL Server
    • Databases
    • SOLIDWORKS PDM Professional Client

Lesson 2: The Administration Tool

  • SOLIDWORKS PDM Professional Administration Tool
    • Starting the Administration Tool
    • Local Settings
    • Group Policies
    • Settings
    • Creating a SOLIDWORKS PDM Professional File Vault
  • Case Study: Create a New File Vault
    • Create a Local View
    • Why the Root Folder?
    • Sharing the Vault View
  • Create a Local File Vault View
  • Setup Overview
    • View Setup Utility
    • Access Control
    • Metadata
    • Workflow
    • Vault Maintenance
  • Exercise 1: Create File Vault and Vault View

Lesson 3: Users and Groups

  • Users
    • Creating New Users
    • User Information
    • Copy Permissions
    • Mixed Mode Login
  • Case Study: Creating Users
    • User Properties
    • Groups
    • Administrative Permissions
    • Folder Permissions
    • Assigned Folder Permissions
    • State Permissions
    • Transition Permissions
    • Permissions per File
    • Search Cards
    • Bill of Materials
    • Columns
    • Tasks
    • Templates
    • Warnings
    • Cache Options
    • Copy Tree
    • Change User Password
    • Delete a User
    • Managing Multiple Users
    • Missing User Login Information
  • Groups
  • Case Study: Create a New Group
    • Assign Group Permissions
    • Manage Multiple Groups
  • Exercise 2: Users & Groups

Lesson 4: Folder Card Creation

  • Data Cards
    • Card Editor
  • Anatomy of a Data Card
    • Controls
    • Card Editor
    • Card Associations
    • Installed Cards
    • Options
    • Designing a Data Card
  • Case Study: Design a Folder Data Card
    • Static Text Control
    • Select Control
    • Image Control
    • Frame Control
    • Data Card Variables
    • Variable Editor
    • Variable Editor Functions
    • Variable Listing
    • Variable Definition
    • Variable Mappings
    • Best Practices
    • Create New Variables
    • Editbox Control
    • Serial Numbers
    • Command Button Control
    • Combobox Dropdown Control
    • Combobox Droplist Control
    • Tab Control
    • Card Lists
    • Dynamic Lists
    • Advanced Lists
    • Checkbox Control
    • Date Field control
    • Alignment Controls
    • Card Grid Settings
    • Select Font
    • Exporting Data Cards
  • Exercise 3: Folder Cards

Lesson 5: File and Search Cards

  • Importing Data Cards
  • Case Study: Design a File Data Card
    • Radio-Button Control
    • Card Control Logic
    • Search Cards
  • Case Study: Design a Search Data Card
    • Controlled Tabs
    • Glue Controls
    • Card Search Control
    • Variable Search Control
    • Search Card Default Values
  • Quick Search in Windows Explorer
  • Case Study: Setting up Quick Search
  • Exercise 4: File Cards

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

  • Columns
    • File List Column
    • Search Column
  • Case Study: Columns
  • Bill Of Material
  • Case Study: BOM
  • Exercise 5: Create Column and BOM Views

Lesson 7: Workflow

  • Workflows
  • Categories
  • Case Study: Create Categories
    • Category Conditions
    • No Category Match
    • Rename a Category
    • Delete a Category
    • Creating Workflows
    • Open An Existing Workflow
    • Saving a Workflow
    • Rearranging the Workflow
  • Case Study: Create New Workflows
    • Workflow State
    • Workflow Transitions
  • Revisions
    • Revision Component
  • Case Study: Create New Revision Schemes
    • Transition Conditions
    • Transition Actions
  • Drawing Revision Tables
  • Case Study: CAD Files Revision Scheme
    • Automatic Transitions
    • Parallel Transitions
  • Exercise 6: Categories and Revisions and Workflows

Lesson 8: Notifications and Tasks

  • Notifications
    • Workflow Notifications
  • Case Study: Assign Notifications
    • Notifications Templates
    • Tasks
    • Add Tasks to Vault
    • Task Host Configuration
  • Case Study: Convert Task
    • Executing Tasks
  • Exercise 7: Notifications and Tasks

Lesson 9: Folder Templates

  • Folder Templates
    • Template Administration
    • Template Wizard
    • Template Variables
  • Case Study: Folder Template
    • Template cards
  • Exercise 8: Folder Templates

Lesson 10: File Templates

  • File Templates
  • Case Study: File Template
    • Case Study: File Template
  • Templates with Other File Types
  • Case Study: ACME Specifications Template
    • Template Card
    • Update List Information
    • ECO Template
  • Exercise 9: File Templates

Lesson 11: Data Migration

  • Migrating Legacy Data
    • Data Migration Planning
    • Clean Data
    • What to Migrate
  • Case Study: Data Migration
    • Update References
  • Migrating Revisions
    • Set Revision

Lesson 12: Vault Backup

  • Backing Up File Vaults
    • Database Backup
    • Archive Server Settings Backup
    • Archive Files Backup

SOLIDWORKS PDM Professional Administration Course Schedule

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