Training Courses: Enterprise PDM Admin

The focus of this course is on the fundamental skills and concepts central to the successful administration of Enterprise PDM. The intended audience for this course is anyone who will setup and/or administer Enterprise PDM.

Class Duration:

2 Days

Recommended Pre-Reqs:

• Basic experience with the Enterprise PDM software
• Experience with the Windows™ operating system
• Knowledge of Enterprise PDM file structure and referencing

Main Topics Covered:

Installation Planning

• Design Intent
• Company Information
• The Installation Process

Enterprise PDM Administration Tool

• Creating an Enterprise PDM File Vault
• Create a local file vault view
• Setup Overview

Users and Groups

• Creating Users
• Create a New Group

Variables, Lists and Serial Numbers

• Data Card Variables
• Serial Numbers
• Central Card Lists
• Dynamic Lists

DataCards

• File & Folder Data Cards
• Anatomy of a Data Card
• Design a Data Card
• Card Logic

Templates

• Project Folder
• File Template

Categories

• Create a Category
• Revision Numbers

Workflows

• Existing Workflow
• New Workflow
• Notifications