Understand how to install and configure the components of SOLIDWORKS PDM Standard. Install and configure Microsoft® SQL Server® Express. Install Microsoft® SQL Server® Management Studio. Install the SOLIDWORKS PDM Database Server. Install the SOLIDWORKS PDM Archive Server. Install the SOLIDWORKS PDM CAD Editor client.
Understand the steps to perform as complete backup of PDM. Use Microsoft® SQL Server® Management Studio to backup PDM vault databases. Use the SOLIDWORKS PDM Archive Server configuration tool to backup vault user credentials. Locate and backup the vaults file archives.
Understand how to validate a newly created PDM vault by performing standard PDM operations. Add and share files and folders via the Windows Explorer vault view. Version a SOLIDWORKS part file and transition through a workflow to release.
Learn how to a create SOLIDWORKS PDM Standard vault and setup a local client view. Create and configure a SOLIDWORKS PDM Standard vault. Setup a local client view connection to the newly created vault.
Understand the components of SOLIDWORKS PDM Standard, the role of each component, and how the components interact with each other. These components include: Microsoft® SQL Server® Express. SOLIDWORKS PDM Database Server. SOLIDWORKS PDM Archive Server. The three SOLIDWORKS PDM Client types.
Demonstrate how to copy all CAD and non-CAD files from one folder, into a new folder. Distinguish between the copied files and the original file. Demonstrate how to move one file into another file, while preserving their references.
Demonstrate how to submit a document for approval. Sending through a workflow from the Under Change state to Change Pending Approval. Demonstrate how to send a notification to a specific approver with comments included. Log into the vault as an approver and demonstrate how to approve a document.
Demonstrate how to create a search favorite related to finding documents are checked out by a certain user. Demonstrate how to let other users see the favorite search. Use the search favorite when logged in as another user.
Learn the search functions found in the tool, which are not available in the Windows Explorer Integrated search. Modifying search favorites Exporting search results into MS Excel Search for users within a vault
Demonstrate the use of the SOLIDWORKS PDM Search tools. Discuss the three search tools: Quick Search, Embedded Search and the Search Tool. Quickly find files using Quick Search. Understand how to use the embedded search tool.
Discuss the three SOLIDWORKS PDM client types to distinguish them from one another. Editor Can work with all file types CAD Add-Ins Contributor Can work with all file types Add-Ins are not enabled Viewer Read-only access within the vault Cannot add or modify files
Demonstrating how to log into vaults using the Windows Explorer interface as well as the SOLIDWORKS PDM Task Bar Item icon. Log into multiple vaults using the same log in credentials. Log into multiple vaults using different log in credentials. Log of off vaults. Set up automatic log in functionalities when signing into a Windows user profile.
An overview of the SOLIDWORKS PDM data management solution and functionality, powered by Microsoft SQL Server. Log into a vault. View files found in the vault. Check in and out a SOLIDWORKS part file. Modify a part. Logging out of the vault.