Administering PDMWorks Enterprise

Length: 2 Days

Prerequisites: PDMWorks Enterprise End User (Using PDMWorks Enterprise) course, basic experience with the PDMWorks Enterprise software, Experience with the Windows™ operating system, and knowledge of PDMWorks Enterprise file structure and referencing.

Description: The focus of this course is on the fundamental skills and concepts central to the successful use of PDMWorks Enterprise. The intended audience for this course is anyone who will setup and/or administer PDMWorks Enterprise.

The topics covered in this course are:

Lesson 1: Installation Planning

• Design Intent
• Company Information
• The Installation Process

Lesson 2: The Administration Tool

• PDMWorks Enterprise Administration Tool
• Creating a PDMWorks Enterprise 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 and Revision Numbers

• Workflows
• Categories
• Create a Category
• Revision Numbers
• Create a New Revision Number

Lesson 8: Workflow

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

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