Administering SolidWorks Workgroup PDM

Length: 1 day

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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: 

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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