Administering PDMWorks Workgroup
Prerequisites: Basic experience with the SolidWorks software and the Windows™ operating system, and knowledge of SolidWorks file structure and referencing.
Description: The focus of this course is on the fundamental skills and concepts central to the successful use of PDMWorks Workgroup. The intended audience for this course is vault administrators. The topics covered in this course are:
Lesson 1: Planning for PDM
- Planning for PDMWorks Workgroup
- The Planning Process
- Data Management Plan
- Transition Plan
- The VaultAdmin Tool
Lesson 2: PDMWorks Workgroup Setup
- Administrator Topics
- The Vault
- Vault Backup
- Vault Restoration
- Replace The Vault
- VaultAdmin Tool
- VaultAdmin Settings
- User Accounts
- Groups
- Projects
- Project Access
- Project Settings
- Revision Scheme
- Lifecycles
- Create Lifecycles
- Standard Libraries
- Common Parts
- Toolbox Parts
- Vault Settings
- Global Settings
- Custom Properties
- Adding Custom Properties
- Search
- Index the Vault
- Revision Table
- Revision Table Properties
- Triggers
Lesson 3: Maintaining the Vault
- Maintaining The Vault
- Vault Backup
- Log Files
- Tree Options
- Maintaining User Accounts
- Modify Users
- Passwords
- Regaining Disk Space
- Obsolete Folders
- Archiving Files
- Update Software
- File Conversion
Lesson 4: Administrative Tasks
- Administrator Tasks
- Mapping Custom Properties
- Copy Project
- Bulk Loading Files
- Bulk Check In Files
- Transfering Projects Between Vaults
- Exporting Projects
- Appendix
- Setting up the PDMWorks Workgroup Viewer
- Triggers
- Triggers Example
- Best Practices
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