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SolidWorks Workgroup PDM
Jenny Giolas [email protected]
Fisher Unitech
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Workgroup collaboration Controlling document access Searching
for documents Determining document relationships Check-in/Check-out
of documents Automated revision control Concurrent work by several
users on a project History tracking Report generation
What is PDM Software
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SolidWorks Workgroup PDM Components
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Who should use Workgroup PDM
SolidWorks Workgroup PDM Good for 1-10 Users Single Site (no
replication) Basic Vault Features like Check in/out and revision
control Limited Workflow Capabilities (no Electronic Process Sign
Offs or notification) No Bill of Material Management Integrated
within SolidWorks Basic vault operations with AutoCAD
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File References
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Collaboration SolidWorks Only
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Collaboration PDMW Local Work Area
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Collaboration PDMW Shared Location
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SolidWorks Workgroup PDM Process
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SolidWorks Workgroup PDM Overview SolidWorks Workgroup PDM
Components SolidWorks Workgroup PDM Work Flow
SolidWorks File Management File References Opening Files Saving
Files File Properties External Reference Search Order
PDM Concepts & Check In
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Files stored in a vault Users have access to vault (through
SolidWorks Workgroup PDM only) Users Check-out or Open files from
vault All required files copied to user local work space User works
on files locally Changed files Checked-in to vault Release
ownership / delete local copies
SolidWorks Workgroup PDM Overview
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Opening-Save-Reload Files
Open/Reload
Fixed Disk
RAM
Save
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SolidWorks Workgroup PDM Overview SolidWorks Workgroup PDM
Components SolidWorks Workgroup PDM Work Flow
SolidWorks File Management File References Opening Files Saving
Files File Properties External Reference Search Order
PDM Concepts & Check In
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Local View Icons
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Open Take Ownership Document Information Check Out Renaming
Documents Searching for Documents Delete Local Copy Cleaning up the
Workspace Non-SolidWorks Documents
Accessing Documents
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Check Out = Open + Take Ownership
Check Out
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You NEVER work directly on the documents in the vault
The Prime Directive
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User Interface Setting Up SolidWorks Workgroup PDM User Options
User Accounts Logging In/Out Document Check In Process Revision
Scheme Lifecycles Reporting
Document Check In
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Vault Admin Tool
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VaultAdmin Relationships
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File Names Project Names File Storage Revision Numbers Ownership
Locking References
Basic Rules
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Revision Scheme
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In Design Pending Released ECO Obsolete
Lifecycles
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The Vault Backup the vault VaultAdmin Tool User Accounts
Projects Revision & Lifecycle Schemes
SolidWorks Workgroup PDM Setup
Vault Settings Custom Properties Revision Tables Standard
Libraries Not Revision Managed Files
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Property mapping Copy Projects Bulk check in File Conversion
SolidWorks Workgroup PDM Administration
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Toolbox and SolidWorks Workgroup PDM must be configured together
Toolbox : Create Configurations SolidWorks Workgroup PDM : Disable
check In Toolbox parts
OR Toolbox : Create Copies SolidWorks Workgroup PDM : Allow
Check In of Toolbox parts
Check In Toolbox Parts
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1. Create common parts 2. Create Common Parts project 3. Assign
access
Write parts librarian Read - Users
4. Check in common parts to Common Parts project 5. Users drag
and drop parts to their assemblies
Common Parts
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Data Management Plan This is our design intent for data
management.
Transition Plan
How do we get from where we are now to managing our data in
accordance with the Data Management Plan.
Plans
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Things to consider: Metadata Workflow Revision Scheme Users and
Groups/Permissions Project structure Toolbox and standard parts
Data Management Plan
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Things to consider: Software installation and testing Vault
setup and testing Data cleanup Data entry order and scope
Customization Training
Transition Plan
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Why are there no out of the box settings that we can just use
and then change later?
Why dont we just install SolidWorks Workgroup PDM and put our
files into the vault, then change the settings later?
Questions
SolidWorks Workgroup PDMWhat is PDM SoftwareSolidWorks Workgroup
PDM ComponentsWho should use Workgroup PDMFile
ReferencesCollaboration SolidWorks OnlyCollaboration PDMW Local
Work AreaCollaboration PDMW Shared LocationSolidWorks Workgroup PDM
ProcessPDM Concepts & Check InSolidWorks Workgroup PDM
OverviewOpening-Save-Reload FilesPDM Concepts & Check InLocal
View IconsAccessing DocumentsCheck OutThe Prime DirectiveDocument
Check InVault Admin ToolVaultAdmin RelationshipsBasic RulesRevision
SchemeLifecycles SolidWorks Workgroup PDM SetupSolidWorks Workgroup
PDM AdministrationCheck In Toolbox PartsCommon PartsPlansData
Management PlanTransition PlanQuestions
