PDM Administration Training

Introduction

• Host: Eric vanessen
• Focus: Basics of PDM (Product Data Management)
• Experience: 12 years with Javelin, 11 years focusing on PDM
• Certifications: PDM Specialist, SolidWorks Certified
• Disclaimer: Recommended to attend a proper PDM Administration course for in-depth knowledge.

Key Topics

1. Creating a New Vault
2. Folder Structure
3. Groups and User Permissions
4. Data Cards and Variables
5. Basics of Workflow and Revision Scheme
6. Q&A (if time permits)

Creating a New Vault

• Access: PDM Administration application via tools drop-down menu or start menu
• Login: Default admin login required
• Types of Vaults: Professional and Standard
• Storage: Files and data usually stored on the same server
• Setup: Follow wizard steps (next, next, etc.)
• Permissions: Set date format, admin password, and starting vault options
• Tasks for Professional Users: Automation for converting SolidWorks files to PDFs, DWGs, and office documents

Folder Structure

• Administration Panel: Create a local view for user computers
• Consistency: Ensure all users have vaults in the same location for efficient hyperlinking
• Windows Explorer: Folder creation and structure manipulation

Groups and User Permissions

• Sample Users: Create sample users for testing
• Groups: Best way to control permissions
• Permissions: Administrative privileges, folder MIP (Minimum Permissions), state permissions
• Settings: Preferences vs permissions
• View Options: Show only files that are part of the vault
• Testing Permissions: Log off and log back in to see changes

Data Cards and Variables

• Sample Files: Drag and drop files for experimenting
• Errors: Ensure proper state permissions
• Data Cards: Track information via data cards
• Variables: Linked to custom properties for SolidWorks files
• Editing Data Cards: Manipulate fields, add new fields or variables
• Linking Properties: Ensure information is linked to custom properties for drawings

Basic Workflows and Revision Schemes

• Workflows: Every file must be in a workflow
• Permissions: Control who can do what at different workflow states
• Transitions: Arrows between states; permissions needed to change states
• Testing Workflows: Submit files for approval and change states
• Revision Control: Use workflows to drive and increment revisions
• Changing Revision Scheme: From alpha to numeric, updating workflows accordingly

Key Workflow Points

• Define starting status
• Set permissions per state
• Track history of changes
• Increment revision via workflow actions

Conclusion

• Importance of Workflow: Best practice for revision control
• Next Steps: Consider proper PDM admin training for deeper understanding