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Administering SolidWorks Enterprise PDM


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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.

Course details and prerequisites:

Duration: 2 Days
Type: Instructor Led
Level: Basic to Intermediate


  • Experience with the Windows™ operating system
  • Knowledge of SolidWorks file structure and referencing.
After the training you will be able to:
  • Create and define a new vault with users and groups
  • Administer SolidWorks Enterprise PDM
  • Setup revision control and workflow management for documents







Course Outline

Lesson 1: Installation Planning

  • Design Intent
  • Company Information
  • The Installation Process

Lesson 2: The Administration Tool

  • SolidWorks Enterprise PDM Administration Tool
  • Creating a SolidWorks Enterprise PDM File Vault
  • Create a New File Vault
  • Create a local file vault view
  • Setup Overview
  • Building Blocks

Lesson 3: Users and Groups

  • Users
  • Creating Users
  • Groups
  • Create a New Group

Lesson 4: Variables, Lists and Serial Numbers

  • Building Blocks
  • Data Card Variables
  • Serial Numbers
  • Central Card Lists
  • Dynamic Lists

Lesson 5: Creating and Modifying Cards

  • File & Folder Data Cards
  • Anatomy of a Data Card
  • Design a Data Card
  • Card Logic

Lesson 6: Templates

  • Templates
  • Project Folder
  • File Template

Lesson 7: Categories, Revision Numbers and Data Import and Export

  • Workflows
  • Categories
  • Case Study: Create a Category
  • Revision Numbers
  • Case Study: Create a New Revision Number
  • Import and Export ERP Data
  • Case Study: Alias Set
  • Case Study: Export Rule
  • Case Study: Import Rule

Lesson 8: Workflow

  • Workflows
  • Existing Workflow
  • Create a New Workflow
  • Update Revision
  • Sorting State
  • Workflow Notifications

Lesson 9: Column and Bill of Materials (BOM) Views

  • Columns
  • Case Study: Column
  • Bill Of Material

Lesson 10: File Types and Settings

  • File Types
  • User Settings

Appendix A: Replication Overview

  • Replication Overview
  • Setting Up a Replicated File Vault

Appendix B: Mapping variables

  • Mapping Variables
  • MS Office Files
  • AutoCAD Files
  • SolidWorks Files
  • Autodesk Inventor Files
  • Solid Edge Files
  • CALS Raster Files
  • XML Files
  • Outlook MSG Files
  • INI Files

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