About Course :
The SolidWorks PDM (Product Data Management) – Admin Course is tailored for individuals tasked with administering and managing SolidWorks PDM systems within an organization. Participants will dive into the comprehensive functionalities of PDM administration, including user management, workflow customization, permissions configuration, and system maintenance.
Through hands-on exercises and practical scenarios, participants will gain proficiency in configuring and optimizing PDM environments to streamline data management and enhance collaboration.
Key Course Highlights :
- User management and access control in SolidWorks PDM
- Workflow customization and automation
- Permissions and security settings configuration
- System maintenance and troubleshooting
- Implementing best practices for PDM administration
- Real-world scenarios and practical applications
Upon completing the SolidWorks PDM – Admin Course, participants will possess advanced skills in administering SolidWorks PDM systems. They will be proficient in managing user access, customizing workflows, configuring permissions and security settings, and conducting system maintenance tasks. Participants will be equipped to optimize PDM environments, ensuring smooth data management, enhanced collaboration, and efficient utilization of SolidWorks PDM functionalities.
Syllabus :
- Fundamentals of PDM
- PDM Overview
- PDM Modules
- PDM Components
- Installation planning
- File Vault
- Working Folder
- Access Rights
- File Data Card
- Folder Data Card
- Workflow
- Notifications
- Versions and Revisions
- Getting Help
- The Explorer window
- Logging In
- Logging Out
- Creating New Folders and Files
- Add Existing Files
- Document Check In
- Create Files and Folders from Templates
- Check In File.
- Check Out
- Optional Check Out Method
- Local File Version
- Get Latest Version
- Get Version
- Overwriting Checked Out Versions
- Undo Check Out
- Creating and Removing References
- Copying Files with References
- Sharing Files
- Where Used & Contains.
- Name and Location
- Start Searching
- Searching for Checked out Files
- The Search Results
- Favorite Searches
- Change File State
- Remove Local Copy.
- SolidWorks Add-in
- Add-in Options
- Check Out Files
- Check In Files
- Working with File Versions
- Modify Computed BOM
- Activate Computed BOM
- Create Named BOM
- Modify Named BOM
- Compare BOM.
- Overview
- Local Settings
- Create a Local File Vault View
- Setup Overview.
- Creating New Users
- User Information
- Copy Permissions
- User Properties
- Groups
- Administrative Permissions
- Folder Permissions
- State Permissions
- Transition Permissions
- Search Cards
- Bill of Materials
- Tasks
- Templates
- Warnings
- Group Permissions
- Managing Users & Groups.
- Data Cards
- Anatomy of Data Card
- Controls
- Variables
- Settings
- Importing Data Cards
- Design of File Data Card
- Design of Search Data Card.
- File List Column
- Search Column
- Bill of Material.
- Template Administration
- Template Wizard
- Template Variables
- Template Cards
- File Template
- Template Source Files.
- Workflow creation
- Open an existing workflow
- Saving a workflow
- Categories
- Workflow state
- State Transition
- Revisions
- Export Rules
- Import Rules
- Notifications
- Workflow
- Transition
- Project
- Assignment
- Options
- Tasks
- Executing Tasks.
Prerequisites :
- Basic familiarity with SolidWorks PDM functionalities
- Understanding of general IT concepts and system administration
- Previous experience in managing software systems or databases beneficial.
Audience:
- System administrators responsible for managing SolidWorks PDM
- IT professionals involved in PDM system configuration and maintenance.
- Individuals are tasked with optimizing data management and collaboration through PDM.
- Professionals seeking advanced expertise in PDM administration.
Certificate:
On successful completion of the course and evaluation, the Certificate will be issued by aCADemix.
