Learning SOLIDWORKS PDM
2h 34mIntermediate2018-04-09
Authors
David Antanavige
Mechanical Engineer and CAD Educator
Course details
SOLIDWORKS Product Data Management (PDM) allows you to keep track of design data throughout the product development lifecycle. PDM is essential for team collaboration and efficiency in multiuser environments. This course teaches the basics of SOLIDWORKS PDM to engineers and designers who are already familiar with SOLIDWORKS. Learn how the software works, and the requirements needed to run it. Find out how to create a vault for your project, and add users, groups, and workflows. You can also learn how to add objects to the vault, check files in and out, and work with versions, variables, and data cards. Along the way, instructor David Antanavige provides tips for tracking changes, organizing your projects, and maintaining file references.
Learning objectives
Setting up PDM
Creating a vault
Creating users and groups
Setting permissions
Working with data cards
Searching
Creating a new project
Adding files to the vault
Versioning in PDM
Working offline and online
Learning objectives
Setting up PDM
Creating a vault
Creating users and groups
Setting permissions
Working with data cards
Searching
Creating a new project
Adding files to the vault
Versioning in PDM
Working offline and online
Skills covered
SOLIDWORKSDassaultManufacturingProduct and Industrial DesignProduct and ManufacturingLearning
Concepts
0. Introduction
- 01 - Welcome
- 02 - Course assets
- 03 - SolidWorks PDM Pro vs. Standard
- 04 - Upgrading or downgrading
1. Setup Information
- 05 - Server requirements and installation
- 06 - PDM install on server
- 07 - Database and Archive Server
- 08 - Activation
- 09 - Modify install to add client and admin tools
- 10 - Upgrading to Professional
- 11 - Creating a vault
- 12 - Client requirements and installation process
- 13 - Creating a local vault view
- 14 - Loading a .cex file
2. Administration Tool
- 15 - Administration tool
- 16 - Creating users and groups
- 17 - Setting user and group permissions
- 18 - Log file
- 19 - Confirming correct versions and installs
3. PDM interface
- 20 - Windows Explorer interface
- 21 - Client add-in interface
- 22 - Variables and attributes
- 23 - Data cards
- 24 - Data card editor
- 25 - Where used
- 26 - Search using PDM
- 27 - Bill of materials
- 28 - Copy and Move Tree
4. Starting a New Project in PDM
- 29 - Creating a folder structure
- 30 - Adding files to the vault
- 31 - Check in and check out
- 32 - Versions vs. revisions
- 33 - Get version
- 34 - Deleting vs. destroying
- 35 - Working offline vs. online
Conclusion
- 36 - Next steps