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PDMWorks Enterprise Administrator Training

Course Duration:

2 days

Time: 9:30am - 5pm
Course Description: This course will educate you on the setup and administration of PDMWorks Enterprise. You will learn the fundamentals skills and concepts central to the successful implementation and use of PDMWorks Enterprise.

Prerequisites:

Completion of Using PDMWorks for SolidWorks course.
Experience with Windows™ operating system.
Knowledge of PDMWorks Enterprise file structure and referencing.



Course Outline:

Day 1:

Installation Planning
-   Fundamentals of the Planning Process
-   Charting of the Data Management Plan to include Workflows, Users and Groups, Revision Schemes, Project Structure etc.
-   Introduction to Installation Process where the student learn to setup SWL Servers, databases, PDMWorks Enterprise Clients, and Workflows
The Administration Tool
-   Introduction to the PDMWorks Enterprise Administration Tool where students learn to use the Administration Tool to setup local settings and group policies.
-   Creation of a PDMWorks Enterprise file Vault and sharing the Vault
Setup of Users and Groups
-   Creation and management of new users and groups and their permissions via Profile Cards, Passwords etc.
Creation of Variables, Serial Numbers and Lists
-   Learn to create Data Cards with Variables and Serial Numbers
Creating of Modification of Cards
-   Gain in-depth knowledge of different types of Cards : File Cards, Folder Cards, Data Cards and filling up information with the aid of various control options


Day 2:

Creation of Templates
-   Learn to use tools such as Template Wizard, Template Manager and Template Variables to further control files in PDMWorks Enterprise
Creation of Categories, Revision Numbers and Data Import and Export
-   Introduction to Workflows
-   Importing and Exporting ERP Data
Workflow
-   Opening of existing Workflows and creating new Workflows with Transition Conditions and Transition Actions.
Column and Bill of Materials (BOM) Views
-   Creation of Columns and searching Columsn
-   Bill of Materials
File Types and Settings
-   Introduction to various other File Types and User Settings


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