SOLIDWORKS PDM Administrator Advanced
Master more complex functionality within the SOLIDWORKS PDM Administration tool
OVERVIEW
- INSTRUCTOR-LED ONLINE LENGTH: 3 days
PREREQUISITES: Completed SOLIDWORKS PDM Professional: Administrator training class and has practical experience as a PDM Professional Administrator.
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Student has Admin Permissions to an existing PDM Vault.
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The student has all administrative permissions for the Archive Server, Database Server, and Client computer
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The student has the SQL credentials for connecting to the database server
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Ability to create lists, workflows, and variables
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Ability to import add-ins into a vault
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Ability to modify cards and workflows
The self-paced course does not replace Quick Start or Services for creating a new vault. For Online, Classroom, and Private classes, students are provided a vault environment for training purposes.
DESCRIPTION: This course is designed to enable PDM Administrators to master more complex functionality within the SOLIDWORKS PDM Administration tool. This is not intended to IT related tasks such as SQL Maintenance, vault replication, etc.
LESSON PLAN
Lesson 1:
Data Cards
- Common Practices for Control Flags
- Default Overwrites
- Input Formulas
Lesson 2:
Workflows
- State Flags
- Transition Flags
- Transition Conditions
Lesson 3:
Linking the Content of Documents to Data Cards
- Linking Excel to Data Cards
- Linking XML to Data Card
- Link Word to Data Card
Lesson 4:
Update Reference Wizard
- Find Files
- Replace Files
- Add Files
Lesson 5:
Dispatch Introduction
- Adding in Dispatch
- Dispatch Dialogs
- Dispatch Activations
- Dispatch Commands
Lesson 6:
Dispatch Variables
- Dispatch User-defined Variables
- Dispatch String and Arithmetic Functions
- Example: Dispatch script to allow users to find files awaiting their approval
- Example: Dispatch script to verify drawing number meets conditions
Lesson 7:
Troubleshooting in Dispatch
- Troubleshooting a Dispatch script
Lesson 8:
Advanced Dispatch Examples
- Run Template from Dispatch
- Reading and Writing Registry Variables
Lesson 9:
Report Generator
- Report Formatting
- Report Generator Interface
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