PDMWorks

This course is for people new to PDMWorks, covering PDMWorks vaulting concepts, document check in and checkout, information available from PDMWorks and vault administration.

Outline

This class is divided into two parts; PDMWorks Workgroup Contributor/Viewer and PDMWorks Workgroup for SolidWorks.  Each section is 1/2 day.

PDMWorks Workgroup Contributor/Viewer

Description: The focus of this course is on the fundamental skills and concepts central to the successful use of PDMWorks Workgroup. The intended audience is people who do not use SolidWorks but still manage SolidWorks files.

The topics covered in this course are: 

Lesson 1: PDM Concepts and File Management

• The Four Pillars of PDM
• What is the PDMWorks Workgroup Software?
• PDMWorks Workgroup Overview
• PDMWorks Workgroup Components
• Basic Rules
• SolidWorks File Management
• File References
• File Reference Example
• Opening Files
• Saving Files
• File Properties
• External Reference Search Order

Lesson 2: SolidWorks Explorer and PDMWorks Workgroup Add-In

• PDMWorks Workgroup Contributor
• SolidWorks Explorer
• Renaming Components
• PDMWorks Workgroup Add-In

Lesson 3: Managing Files with PDMWorks Workgroup Add-In

• Document Check In Process
• Check in Documents
• Revision Scheme
• Change Project
• Working on Vaulted Documents
• Reporting
• Searching
• Microsoft Desktop Search
• Searching for Documents in the Vault
• Renaming Documents
• Explain Access

Lesson 4: PDMWorks Workgroup Viewer (in PMT0111 only)

• PDMWorks Workgroup Viewer
• Accessing the PDMWorks Workgroup Viewer

PDMWorks Workgroup for SolidWorks

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 SolidWorks users.

The topics covered in this course are: 

Lesson 1: PDM Concepts and File Management

• The Four Pillars of PDM
• What is the PDMWorks Workgroup Software?
• PDMWorks Workgroup Overview
• PDMWorks Workgroup Components
• Basic Rules
• SolidWorks File Management
• File References
• Opening Files
• Saving Files
• File Properties
• External Reference Search Order

Lesson 2: Document Check In

• PDMWorks Workgroup User Interface
• Starting PDMWorks Workgroup
• SolidWorks User Interface
• Getting Help
• Setting up PDMWorks Workgroup
• Users Accounts
• Checking In SolidWorks Documents
• User Options
• Document Check In Process
• Revision Scheme
• Lifecycle
• Checking in References
• Logging In/Out
• Reporting

Lesson 3: Accessing Documents

• Working on Vaulted Documents
• Modify an Assembly
• Check Out Alternative
• Non-SolidWorks Documents

Lesson 4: PDMWorks Workgroup Environment

• Searching for Documents
• Setting Up Microsoft Desktop Search
• Searching for Documents in the PDMWorks Workgroup Vault
• Advanced Search
• Other PDMWorks Workgroup Activities
• Reports
• Custom Properties
• Adding Properties
• Drawing Revisions
• SolidWorks Tools and Utilities
• Compare Drawings
• Compare Geometry
• Collaboration
• Printing Drawings From The Vault
• Batch Print
• Automated File Properties
• Custom Properties in Templates
• Bulk Loading Files
• Alternate Methods to Access the Vault
• Using SolidWorks Explorer
• Functional Differences
• User Options
• PDMWorks Workgroup Viewer
• Software Updates

Lesson 5: Templates, Toolbox, and Files That are Not Revision Managed

• Template Files
• Create a Template Project
• Drag and Drop
• Toolbox Parts
• Adding Toolbox Parts
• Files That are Not Revision Managed
• The Toolbox Flag
• Standard Parts
• Design Library
• Revision Bumping
• Adding Notes
• Removing Files From the Vaul
• Explain Access
• Remove Files From The Vault
• Managing Configuration Revisions