Administering SOLIDWORKS PDM Standard Length: 2 days Prerequisite: Experience with using SOLIDWORKS PDM Standard and the Windows operating system. Description: Administering SOLIDWORKS PDM Standard is usually proceeded by the Using SOLIDWORKS PDM Standard course. It teaches the fundamental skills and concepts central to the successful use of SOLIDWORKS PDM Standard. The intended audience for this course is anyone who will setup and/or administer SOLIDWORKS PDM Standard. Introduction About This Course Prerequisites Course Design Philosophy Using this Book Laboratory Exercises About the Training Files Windows 7 Conventions Used in this Book More SOLIDWORKS Training Resources Local User Groups Lesson 1: Installation Planning Planning for SOLIDWORKS PDM Standard Questions The Planning Process Data Management Plan Implementation Plan Training Scenario The Installation Process SQL Server Express Databases SOLIDWORKS PDM Standard Client Lesson 2: Administration Tool SOLIDWORKS PDM Standard Administration Tool Starting the Administration Tool Local Settings Group Policies Settings
CADimensions, Inc. | 1 877 223 4255 phone | www.CADimensions.com Published 2016‐02
Creating a SOLIDWORKS PDM Standard File Vault Case study: Create a New File Vault Create a Local File Vault View Choose a Local View Why the Root Folder? Sharing the Vault View Setup Overview View Setting 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 Case Study: Creating Users User Properties Groups Administration Permissions Folder Permissions Assigned Folder Permissions State Permissions Transition Permissions Permissions per File Search Cards Bill of Materials 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 CADimensions, Inc. | 1 877 223 4255 phone | www.CADimensions.com Published 2016‐02
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 Definitions Variable Mappings Best Practices Create new variables Editbox Control Command Button Control Combobox Dropdown Control Combobox Droplist Control Tab Control 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 CADimensions, Inc. | 1 877 223 4255 phone | www.CADimensions.com Published 2016‐02
Case Study: Design a File Data Card Radio‐Button Control Card Control Logic Search Cards Case Study: Design a Search Data Controlled Tabs Glue Controls Case Search Control Variable Search Control Search Case Default Values Exercise 4: File Cards Lesson 6: Column and Bill of Materials (BOM) Views Columns File List Columns Search Columns Case Study: Columns Bill of Material Case Study: BOM Exercise 5: Create Column and BOM Views Lesson 7: Workflow Workflows Workflow Conditions Creating Workflows Open an existing workflow Saving a Workflow Rearranging the Workflow Case Study: Create New Workflow Workflow State Workflow Transitions Revisions Revision Component Case Study: Create New Revision Schemes Transition Activations Case Study: CAD Files Revision Scheme Exercise 6: Revisions and Workflows Lesson 8: Notifications Notifications Workflow Notifications CADimensions, Inc. | 1 877 223 4255 phone | www.CADimensions.com Published 2016‐02
Case Study: Assign Notifications Exercise 7: Notifications Lesson 9: Data Migration Migrating Legacy Data Data Migration Planning Clean Data What to Migrate Case Study: Data Migration Migrating Revisions Set Revision Lesson 10: Vault Backup Backing Up File Vaults Database Backup Archive Server Settings Backup Archive Files Backup
CADimensions, Inc. | 1 877 223 4255 phone | www.CADimensions.com Published 2016‐02