SOLIDWORKS PDM Professional Administering SOLIDWORKS PDM Professional Dassault Systèmes SolidWorks Corporation 175 Wyman Street Waltham, Massachusetts 02451 USA
1995-2015, Dassault Systemes SolidWorks Corporation, a Dassault Systèmes SE company, 175 Wyman Street, Waltham, Mass. 02451 USA. All Rights Reserved. The information and the software discussed in this document are subject to change without notice and are not commitments by Dassault Systemes SolidWorks Corporation (DS SolidWorks). No material may be reproduced or transmitted in any form or by any means, electronically or manually, for any purpose without the express written permission of DS SolidWorks. The software discussed in this document is furnished under a license and may be used or copied only in accordance with the terms of the license. All warranties given by DS SolidWorks as to the software and documentation are set forth in the license agreement, and nothing stated in, or implied by, this document or its contents shall be considered or deemed a modification or amendment of any terms, including warranties, in the license agreement. Patent Notices SOLIDWORKS 3D mechanical CAD and/or Simulation software is protected by U.S. Patents 5,815,154; 6,219,049; 6,219,055; 6,611,725; 6,844,877; 6,898,560; 6,906,712; 7,079,990; 7,477,262; 7,558,705; 7,571,079; 7,590,497; 7,643,027; 7,672,822; 7,688,318; 7,694,238; 7,853,940; 8,305,376; 8,581,902; 8,817,028, 8,910,078, 9,129,083, 9,153,072 and foreign patents, (e.g., EP 1,116,190 B1 and JP 3,517,643). edrawings software is protected by U.S. Patent 7,184,044; U.S. Patent 7,502,027; and Canadian Patent 2,318,706. U.S. and foreign patents pending. Trademarks and Product Names for SOLIDWORKS Products and Services SOLIDWORKS, 3D ContentCentral, 3D PartStream.NET, edrawings, and the edrawings logo are registered trademarks and FeatureManager is a jointly owned registered trademark of DS SolidWorks. CircuitWorks, FloXpress, PhotoView 360, and TolAnalyst are trademarks of DS SolidWorks. FeatureWorks is a registered trademark of Geometric Ltd. SOLIDWORKS 2016, SOLIDWORKS Standard, SOLIDWORKS Professional, SOLIDWORKS Premium, SOLIDWORKS PDM Professional, SOLIDWORKS PDM Standard, SOLIDWORKS Workgroup PDM, SOLIDWORKS Simulation, SOLIDWORKS Flow Simulation, edrawings, edrawings Professional, SOLIDWORKS Sustainability, SOLIDWORKS Plastics, SOLIDWORKS Electrical, SOLIDWORKS Composer, and SOLIDWORKS MBD are product names of DS SolidWorks. Other brand or product names are trademarks or registered trademarks of their respective holders. COMMERCIAL COMPUTER SOFTWARE - PROPRIETARY The Software is a "commercial item" as that term is defined at 48 C.F.R. 2.101 (OCT 1995), consisting of "commercial computer software" and "commercial software documentation" as such terms are used in 48 C.F.R. 12.212 (SEPT 1995) and is provided to the U.S. Government (a) for acquisition by or on behalf of civilian agencies, consistent with the policy set forth in 48 C.F.R. 12.212; or (b) for acquisition by or on behalf of units of the Department of Defense, consistent with the policies set forth in 48 C.F.R. 227.7202-1 (JUN 1995) and 227.7202-4 (JUN 1995). In the event that you receive a request from any agency of the U.S. Government to provide Software with rights beyond those set forth above, you will notify DS SolidWorks of the scope of the request and DS SolidWorks will have five (5) business days to, in its sole discretion, accept or reject such request. Contractor/ Manufacturer: Dassault Systemes SolidWorks Corporation, 175 Wyman Street, Waltham, Massachusetts 02451 USA. Copyright Notices for SOLIDWORKS Standard, Premium, Professional, and Education Products Portions of this software 1986-2015 Siemens Product Lifecycle Management Software Inc. All rights reserved. This work contains the following software owned by Siemens Industry Software Limited: D-Cubed 2D DCM 2015. Siemens Industry Software Limited. All Rights Reserved. D-Cubed 3D DCM 2015. Siemens Industry Software Limited. All Rights Reserved. D-Cubed PGM 2015. Siemens Industry Software Limited. All Rights Reserved. D-Cubed CDM 2015. Siemens Industry Software Limited. All Rights Reserved. D-Cubed AEM 2015. Siemens Industry Software Limited. All Rights Reserved. Portions of this software 1998-2015 Geometric Ltd. Portions of this software incorporate PhysX by NVIDIA 2006-2010. Portions of this software 2001-2015 Luxology, LLC. All rights reserved, patents pending. Portions of this software 2007-2015 DriveWorks Ltd. Copyright 1984-2010 Adobe Systems Inc. and its licensors. All rights reserved. Protected by U.S. Patents 5,929,866; 5,943,063; 6,289,364; 6,563,502; 6,639,593; 6,754,382; Patents Pending. Adobe, the Adobe logo, Acrobat, the Adobe PDF logo, Distiller and Reader are registered trademarks or trademarks of Adobe Systems Inc. in the U.S. and other countries. For more DS SolidWorks copyright information, see Help > About SOLIDWORKS. Copyright Notices for SOLIDWORKS Simulation Products Portions of this software 2008 Solversoft Corporation. PCGLSS 1992-2014 Computational Applications and System Integration, Inc. All rights reserved. Copyright Notices for SOLIDWORKS Standard Product 2011, Microsoft Corporation. All rights reserved. Copyright Notices for SOLIDWORKS PDM Professional Product Outside In Viewer Technology, 1992-2012 Oracle 2011, Microsoft Corporation. All rights reserved. Copyright Notices for edrawings Products Portions of this software 2000-2014 Tech Soft 3D. Portions of this software 1995-1998 Jean-Loup Gailly and Mark Adler. Portions of this software 1998-2001 3Dconnexion. Portions of this software 1998-2014 Open Design Alliance. All rights reserved. Portions of this software 1995-2012 Spatial Corporation. The edrawings for Windows software is based in part on the work of the Independent JPEG Group. Portions of edrawings for ipad copyright 1996-1999 Silicon Graphics Systems, Inc. Portions of edrawings for ipad copyright 2003-2005 Apple Computer Inc. Document Number: PMT1634-ENG
Contents Introduction Lesson 1: Installation Planning About This Course........................................ 2 Prerequisites.......................................... 2 Course Design Philosophy............................... 2 Using this Book....................................... 2 Laboratory Exercises................................... 2 About the Training Files................................. 3 Windows 7.......................................... 3 Conventions Used in this Book........................... 3 More SOLIDWORKS Training Resources...................... 4 Local User Groups..................................... 4 Planning for SOLIDWORKS PDM Professional................. 6 Questions............................................ 6 The Planning Process...................................... 6 Data Management Plan.................................. 6 Implementation Plan.................................... 8 Training Scenario......................................... 9 The Installation Process................................... 15 SQL Server.......................................... 16 Databases........................................... 16 SOLIDWORKS PDM Professional Client.................. 16 i
Contents SOLIDWORKS PDM Professional Lesson 2: The Administration Tool SOLIDWORKS PDM Professional Administration Tool......... 18 Starting the Administration Tool......................... 18 Local Settings........................................ 19 Group Policies........................................ 19 Settings............................................. 21 Creating a SOLIDWORKS PDM Professional File Vault...... 21 Case Study: Create a New File Vault......................... 22 Create a Local File Vault View.............................. 32 Create a Local View................................... 32 Why the Root Folder?.................................. 33 Sharing the Vault View................................. 33 Setup Overview.......................................... 34 View Setup Utility.................................... 35 Access Control....................................... 35 Metadata............................................ 35 Workflow........................................... 35 Vault Maintenance.................................... 35 Exercise 1: Create File Vault and Vault View.................. 36 Lesson 3: Users and Groups Users.................................................. 38 Creating New Users................................... 38 User Information...................................... 38 Copy Permissions..................................... 39 Case Study: Creating Users................................ 42 User Properties....................................... 46 Groups.............................................. 47 Administrative Permissions............................. 48 Folder Permissions.................................... 48 Assigned Folder Permissions............................ 49 State Permissions..................................... 49 Transition Permissions................................. 51 Permissions per File................................... 52 Search Cards......................................... 52 Bill of Materials...................................... 52 Tasks............................................... 52 Templates........................................... 52 Warnings........................................... 53 Cache Options........................................ 53 Copy Tree........................................... 54 Change User Password................................. 54 Delete a User......................................... 55 Managing Multiple Users............................... 55 Missing User Login Information......................... 56 ii
SOLIDWORKS PDM Professional Contents Lesson 4: Folder Card Creation Groups................................................. 59 Case Study: Create a New Group............................ 60 Assign Group Permissions.............................. 63 Manage Multiple Groups............................... 63 Exercise 2: Users & Groups................................ 65 Data Cards.............................................. 70 Card Editor.......................................... 70 Anatomy of a Data Card................................... 72 Controls............................................. 72 Card Editor.......................................... 72 Card Associations..................................... 73 Installed Cards....................................... 73 Options............................................. 73 Designing a Data Card................................. 74 Case Study: Design a Folder Data Card....................... 75 Static Text Control.................................... 75 Select Control........................................ 78 Image Control........................................ 78 Frame Control........................................ 79 Data Card Variables................................... 80 Variable Editor....................................... 81 Variable Editor Functions............................... 82 Variable Listing...................................... 83 Variable Definition.................................... 84 Variable Mappings.................................... 86 Best Practices........................................ 87 Create new variables................................... 89 Editbox Control....................................... 90 Serial Numbers....................................... 92 Command Button Control............................... 95 Combobox Dropdown Control........................... 97 Combobox Droplist Control............................. 99 Tab Control......................................... 100 Card Lists.......................................... 102 Dynamic Lists....................................... 103 Advanced Lists...................................... 106 Checkbox Control.................................... 109 Date Field control.................................... 110 Alignment Controls................................... 113 Card Grid Settings................................... 114 Select Font......................................... 116 Exporting Data Cards................................. 118 Exercise 3: Folder Cards.................................. 119 iii
Contents SOLIDWORKS PDM Professional Lesson 5: File and Search Cards Importing Data Cards.................................... 122 Case Study: Design a File Data Card........................ 122 Radio-Button Control................................. 125 Card Control Logic................................... 128 Search Cards........................................ 131 Case Study: Design a Search Data Card...................... 131 Controlled Tabs...................................... 133 Glue Controls....................................... 134 Card Search Control.................................. 135 Variable Search Control............................... 135 Search Card Default Values............................ 135 Exercise 4: File Cards.................................... 136 Lesson 6: Column and Bill of Materials (BOM) Views Columns.............................................. 140 File List Column..................................... 141 Search Column...................................... 143 Case Study: Columns.................................... 145 Bill Of Material......................................... 146 Case Study: BOM....................................... 150 Exercise 5: Create Column and BOM Views.................. 152 Lesson 7: Workflow Workflows............................................. 154 Categories............................................. 156 Case Study: Create Categories............................. 156 Category Conditions.................................. 157 No Category Match................................... 163 Rename a Category................................... 163 Delete a Category.................................... 164 Creating Workflows.................................. 165 Open an existing workflow............................. 165 Saving a Workflow................................... 165 Rearranging the Workflow............................. 166 Case Study: Create New Workflows......................... 166 Workflow State...................................... 167 Workflow Transitions................................. 173 iv
SOLIDWORKS PDM Professional Contents Revisions.............................................. 182 Revision Component.................................. 182 Case Study: Create New Revision Schemes................... 183 Transition Conditions................................. 186 Transition Actions.................................... 186 Case Study: CAD Files Revision Scheme.................... 190 Automatic Transitions................................. 194 Parallel Transitions................................... 195 Exercise 6: Categories and Revisions and Workflows........... 197 Lesson 8: Notifications and Tasks Notifications........................................... 200 Workflow Notifications............................... 200 Case Study: Assign Notifications........................... 203 Tasks.............................................. 206 Add Tasks to Vault................................... 206 Task Host Configuration............................... 207 Case Study: Convert Task................................. 208 Executing Tasks..................................... 215 Exercise 7: Notifications and Tasks......................... 216 Lesson 9: Folder Templates Templates............................................. 218 Template Administration.............................. 218 Template Wizard..................................... 219 Template Variables................................... 223 Case Study: Folder Template.............................. 226 Template cards...................................... 234 Exercise 8: Folder Templates.............................. 239 Lesson 10: File Templates File Templates.......................................... 242 Case Study: File Template................................ 245 Template Source Files................................ 245 Microsoft Office Templates............................... 249 Case Study: ACME Specifications Template.................. 249 Template Card....................................... 249 Update List Information............................... 250 ECO Template...................................... 253 Exercise 9: File Templates................................ 254 v
Contents SOLIDWORKS PDM Professional Lesson 11: Data Migration Lesson 12: Vault Backup Migrating Legacy Data................................... 256 Data Migration Planning............................... 256 Clean Data.......................................... 256 What to Migrate..................................... 256 Case Study: Data Migration............................... 256 Migrating Revisions..................................... 257 Set Revision........................................ 257 Backing Up File Vaults................................... 262 Database Backup..................................... 262 Archive Server Settings Backup......................... 263 Archive Files Backup................................. 264 Appendix A: File Types and Settings File Types............................................. 266 User Settings........................................... 270 Appendix B: Data Import/Export Import and Export ERP Data.............................. 274 Alias Set........................................... 274 Case Study: Alias Set.................................... 275 Export Rules........................................ 276 Case Study: Export Rule.................................. 277 Import Rules........................................ 279 Case Study: Import Rule.................................. 280 Appendix C: Toolbox Setup Toolbox Setup.......................................... 282 Appendix D: Routing Setup Routing Setup.......................................... 286 Appendix E: CircuitWorks Setup CircuitWorks Setup...................................... 290 vi