The topics covered in this course are:

Lesson 1: PDM Concepts and File Management

The Four Pillars of PDM

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 Interface

User Options

Document Check In

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: Workgroup Environment

Searching for Documents

Microsoft Desktop Search

Advanced Search

Reports

Custom Properties

Adding Properties

Drawing Revisions

Compare Drawings

Compare Geometry

Printing

Automated File Properties

Bulk Loading Files
PDMWorks Workgroup Viewer

Lesson 5: Templates, Toolbox and Files That Are Not Revision Managed

• Template Files

• Toolbox Parts

• Revision Bumping

• Adding Notes

• Removing Files From The Vault

• Managing Configuration Revision

Lesson 6: Planning For PDMWorks

Data Management Plan

Transition Plan

Lesson 7: PDMWorks WorkGroup Setup

The Vault

VaultAdmin Tool

User Accounts

Projects

Revision and Lifecycle Schemes

Vault Settings

Property Mapping

Standard Libraries

Lesson 8: Maintaining The Vault

Maintaining the Vault
Backing Up The Vault

Regaining Disk Space

Archiving Files

Lesson 9: Administration Tasks

Property Mapping

Copy Project

Bulk Loading files

Update Software

File Conversion

Best Practices