Learning SOLIDWORKS PDM

Learn how to use SOLIDWORKS PDM to organize your work, track changes from multiple users, and maintain file references in complex projects.

Introduction

• Welcome
• Course assets
• SolidWorks PDM Pro vs. Standard
• Upgrading or downgrading

1. Setup Information

• Server requirements and installation
• PDM install on server
• Database and Archive Server
• Activation
• Modify install to add client and admin tools
• Upgrading to Professional
• Creating a vault
• Client requirements and installation process
• Creating a local vault view
• Loading a .cex file

2. Administration Tool

• Administration tool
• Creating users and groups
• Setting user and group permissions
• Log file
• Confirming correct versions and installs

3. PDM interface

• Windows Explorer interface
• Client add-in interface
• Variables and attributes
• Data cards
• Data card editor
• Where used?
• Search using PDM
• Bill of materials
• Copy and Move Tree

4. Starting a New Project in PDM

• Creating a folder structure
• Adding files to the vault
• Check in and check out
• Versions vs. revisions
• Get version
• Deleting vs. destroying
• Working offline vs. online

Conclusion

• Next steps