SOLIDWORKS PDM Professional

Transcription

1 SOLIDWORKS PDM Professional Administering SOLIDWORKS PDM Professional Dassault Systèmes SolidWorks Corporation 175 Wyman Street Waltham, Massachusetts USA

2 , Dassault Systemes SolidWorks Corporation, a Dassault Systèmes SE company, 175 Wyman Street, Waltham, Mass 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 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; 9,262,863; 9,465,894; 9,646,412 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 HCL Technologies Ltd. SOLIDWORKS 2018, SOLIDWORKS Standard, SOLIDWORKS Professional, SOLIDWORKS Premium, SOLIDWORKS PDM Professional, SOLIDWORKS PDM Standard, SOLIDWORKS Simulation Standard, SOLIDWORKS Simulation Professional, SOLIDWORKS Simulation Premium, SOLIDWORKS Flow Simulation, edrawings Viewer, edrawings Professional, SOLIDWORKS Sustainability, SOLIDWORKS Plastics, SOLIDWORKS Electrical Schematic Standard, SOLIDWORKS Electrical Schematic Professional, SOLIDWORKS Electrical 3D, SOLIDWORKS Electrical Professional, CircuitWorks, SOLIDWORKS Composer, SOLIDWORKS Inspection, SOLIDWORKS MBD, SOLIDWORKS PCB powered by Altium, SOLIDWORKS PCB Connector powered by Altium, and SOLIDWORKS Visualization 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 (OCT 1995), consisting of "commercial computer software" and "commercial software documentation" as such terms are used in 48 C.F.R (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 ; 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 (JUN 1995) and (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 USA. Copyright Notices for SOLIDWORKS Standard, Premium, Professional, and Education Products Portions of this software 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 Siemens Industry Software Limited. All Rights Reserved. D-Cubed 3D DCM Siemens Industry Software Limited. All Rights Reserved. D-Cubed PGM Siemens Industry Software Limited. All Rights Reserved. D-Cubed CDM Siemens Industry Software Limited. All Rights Reserved. D-Cubed AEM Siemens Industry Software Limited. All Rights Reserved. Portions of this software HCL Technologies Ltd. Portions of this software incorporate PhysX by NVIDIA Portions of this software Luxology, LLC. All rights reserved, patents pending. Portions of this software DriveWorks Ltd. 2011, Microsoft Corporation. All rights reserved. Includes Adobe PDF Library technology Copyright 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 Computational Applications and System Integration, Inc. All rights reserved. Copyright Notices for SOLIDWORKS PDM Professional Product Outside In Viewer Technology, Oracle 2011, Microsoft Corporation. All rights reserved. Copyright Notices for edrawings Products Portions of this software Tech Soft 3D. Portions of this software Jean-Loup Gailly and Mark Adler. Portions of this software Dconnexion. Portions of this software Open Design Alliance. All rights reserved. Portions of this software 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 Silicon Graphics Systems, Inc. Portions of edrawings for ipad copyright Apple Computer Inc. Copyright Notices for SOLIDWORKS PCB Products Portions of this software 2017 Altium Limited. Document Number: PMT1834-ENG

3 Contents Introduction Lesson 1: Installation Planning About This Course Prerequisites Course Design Philosophy Using this Book Laboratory Exercises About the Training Files Windows Conventions Used in this Book More SOLIDWORKS Training Resources Local User Groups Planning for SOLIDWORKS PDM Professional Questions The Planning Process Data Management Plan Implementation Plan Training Scenario The Installation Process SQL Server Databases SOLIDWORKS PDM Professional Client i

4 Contents SOLIDWORKS PDM Professional Lesson 2: The Administration Tool SOLIDWORKS PDM Professional Administration Tool Starting the Administration Tool Local Settings Group Policies Settings Creating a SOLIDWORKS PDM Professional File Vault Case Study: Create a New File Vault Create a Local File Vault View Create a Local View Why the Root Folder? Sharing the Vault View Setup Overview View Setup Utility Access Control Metadata Workflow Vault Maintenance Exercise 1: Create File Vault and Vault View Lesson 3: Users and Groups Users Creating New Users User Information Copy Permissions Case Study: Creating Users User Properties Groups Administrative Permissions Folder Permissions Assigned Folder Permissions State Permissions Transition Permissions Permissions per File Search Cards Bill of Materials Tasks Templates Warnings Cache Options Copy Tree Change User Password Delete a User Managing Multiple Users Missing User Login Information ii

5 SOLIDWORKS PDM Professional Contents Lesson 4: Folder Card Creation Groups Case Study: Create a New Group Assign Group Permissions Manage Multiple Groups Exercise 2: Users & Groups Data Cards Card Editor Anatomy of a Data Card Controls Card Editor Card Associations Installed Cards Options Designing a Data Card Case Study: Design a Folder Data Card Static Text Control Select Control Image Control Frame Control Data Card Variables Variable Editor Variable Editor Functions Variable Listing Variable Definition Variable Mappings Best Practices Create new variables Editbox Control Serial Numbers Command Button Control Combobox Dropdown Control Combobox Droplist Control Tab Control Card Lists Dynamic Lists Advanced Lists Checkbox Control Date Field control Alignment Controls Card Grid Settings Select Font Exporting Data Cards Exercise 3: Folder Cards iii

6 Contents SOLIDWORKS PDM Professional Lesson 5: File and Search Cards Importing Data Cards Case Study: Design a File Data Card Radio-Button Control Card Control Logic Search Cards Case Study: Design a Search Data Card Controlled Tabs Glue Controls Card Search Control Variable Search Control Search Card Default Values Exercise 4: File Cards Lesson 6: Column and Bill of Materials (BOM) Views Columns File List Column Search Column Case Study: Columns Bill Of Material Case Study: BOM Exercise 5: Create Column and BOM Views Lesson 7: Workflow Workflows Categories Case Study: Create Categories Category Conditions No Category Match Rename a Category Delete a Category Creating Workflows Open an existing workflow Saving a Workflow Rearranging the Workflow Case Study: Create New Workflows Workflow State Workflow Transitions Revisions Revision Component iv

7 SOLIDWORKS PDM Professional Contents Case Study: Create New Revision Schemes Transition Conditions Transition Actions Drawing Revision Tables Case Study: CAD Files Revision Scheme Automatic Transitions Parallel Transitions Exercise 6: Categories and Revisions and Workflows Lesson 8: Notifications and Tasks Notifications Workflow Notifications Case Study: Assign Notifications Tasks Add Tasks to Vault Task Host Configuration Case Study: Convert Task Executing Tasks Exercise 7: Notifications and Tasks Lesson 9: Folder Templates Templates Template Administration Template Wizard Template Variables Case Study: Folder Template Template cards Exercise 8: Folder Templates Lesson 10: File Templates File Templates Case Study: File Template Template Source Files Templates with Other File Types Case Study: ACME Specifications Template Template Card Update List Information ECO Template Exercise 9: File Templates v

8 Contents SOLIDWORKS PDM Professional Lesson 11: Data Migration Lesson 12: Vault Backup Migrating Legacy Data Data Migration Planning Clean Data What to Migrate Case Study: Data Migration Migrating Revisions Set Revision Backing Up File Vaults Database Backup Archive Server Settings Backup Archive Files Backup Appendix A: File Types and Settings File Types User Settings Appendix B: Data Import/Export Import and Export ERP Data Alias Set Case Study: Alias Set Export Rules Case Study: Export Rule Import Rules Case Study: Import Rule Appendix C: Toolbox Setup Toolbox Setup Appendix D: Routing Setup Routing Setup Appendix E: CircuitWorks Setup CircuitWorks Setup vi