PDMWorks Workgroup for SolidWorks

Length: .5 Day

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 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