Training Courses: Workgroup PDM Admin

The goal of this course is to teach the use of the administrative functions of the SolidWorks Workgroup PDM software, which is included in SolidWorks Professional. Learn how to setup and manage the system. Setting up options, projects, users, revisions, and lifecycles to have your data managed the way your company wants it to be.

Class Duration:

1/2 Day

Recommended Pre-Reqs:

• Experience with the Windows™ operating system

Main Topics Covered:

• Understanding the process behind Workgroup PDM Vault
• Vault Back Up
• Restoring or Changing a Vault
• Establishing Workgroup settings
• Adding Users and Setting Permissions
• Controlling User Access by Groups
• Creating Projects and Set Permissions
• Create and Define Lifecycles
• Establishing a Revision Scheme
• Adding Custom Properties to Documents on Check-In
• Managing Users and Changing Passwords
• Techniques for Upkeep and Servicing the Vault
• Clearing Obsolete Files and Archiving Projects
• Bulk Check In Process
• Mapping Custom Properties
• Copying Projects
• Exporting Projects
• Using the Task Scheduler to Automate Vault Processes