P6 - End user training 最终用户培训EPDM2012_Admin_Training_Eng

1、Administering SolidWorks Enterprise PDM,SolidWorks Enterprise PDM 2012,Course Content,About This Course,Course Objectives Prerequisites Course Design Philosophy Using this book Laboratory Exercises Conventions used in this book Class Introductions,Prerequisites,Basic experience with the Windows oper

2、ating system Basic experience with Microsoft SQL Server Completion of Using SolidWorks Enterprise CAD Editor course.,Lesson 1,Installation Planning,Question,Why dont we just install SolidWorks Enterprise PDM and put our files into the vault, then change the settings later?,Plans,Data Management Plan

3、 This is our design intent for data management. Implementation Plan How do we get from where we are now to managing our data in accordance with the Data Management Plan.,Data Management Plan,Things to consider: Document types to manage Metadata Workflow Revision scheme Users and Groups/Permissions F

4、older (project) structure Toolbox and standard parts,Implementation Plan,Things to consider: Servers: SQL, Database, Archive, Web and Index Software installation, configuring and testing Administration Vault setup and testing Backup and recovery plan - IMPORTANT Training Data cleanup Data entry orde

5、r and scope Commitment,Training Scenario ACME Corporation,ACME Company information Project folders Document types Document approval process and revision schemes Document numbering Project folder properties (metadata) File properties (metadata) Users and groups Notifications,Installation Process,Inst

6、all SQL Server Install Database Server Install Archive Server Install SolidWorks Enterprise PDM client(s) Create vault view(s) Define metadata Create workflows Set administrative functions,Installation Overview,Lesson 2,The Administration Tool,Lesson 2 - SolidWorks Enterprise PDM Setup,The Administr

7、ation Tool Local Settings Group Policies Log File *important Collect Support Information Vault Creation Local View Creation,Lesson 2 Labs,Exercise 1 Install software Create vault Create vault view,Lesson 3,Users and Groups,Lesson 3 SolidWorks Enterprise PDM Administration,Creating users User informa

8、tion User properties User Permissions Administrative Folder Per Folder Assigned State Transition Per file Search Cards Bill of Materials Tasks Templates Warnings Copy permissions Change user password Delete user Managing multiple users Missing user login information The Admin User,Lesson 3 SolidWork

9、s Enterprise PDM Administration,Creating groups User information User properties Group Permissions Managing multiple groups,Lesson 3 Lab,Exercise 2 Create users Create groups Assign users to group Set permissions,Lesson 4,Folder Data Card,Lesson 4 SolidWorks Enterprise PDM Administration,Card editor

10、 Anatomy of a data card Folder data card Card controls Static text - Select Icon - Frame Editbox Serial numbers List - String Add-in Card controls (cont) Command button - Combobox Dropdown Variables Editor - Editor functions Listing - Definition Mappings - Best practices,Lesson 4 SolidWorks Enterpri

11、se PDM Administration,Card controls (cont) Combobox Droplist - Tab Lists - Dynamic lists Advanced lists - Checkbox Date field - Alignment Grid settings - Select font Export/Import,Lesson 4 Lab,Exercise 3 Create serial numbers Create variables Create folder card,Lesson 5,File and Search Cards,Lesson

12、5 SolidWorks Enterprise PDM Administration,File data card Import Card Card controls (cont) Edit box (from folder card) Radio-button - Control logic Search data card Card controls (cont) Controlled tabs - Glue Search - Variable search,Lesson 5 Lab,Exercise 4 Create serial numbers Create lists Create

13、file card,Lesson 6,Columns and Bill of Material (BOM) Views,Lesson 6 SolidWorks Enterprise PDM Administration,Columns File list Search result Bill of Material (BOM) Bill of Material Weldment Cut List Weldment Item,Lesson 6 Lab,Exercise 5 Create column view Create BOM view,Lesson 7,Folder Templates,L

14、esson 7 SolidWorks Enterprise PDM Administration,Template Wizard Variables Folder template Template input form,Template Input Form,Lesson 7 Lab,Exercise 6 Create folder template Create template input form,Lesson 8,File Templates,Lesson 8 SolidWorks Enterprise PDM Administration,File template Templat

15、e source files,Lesson 8 Lab,Exercise 7 Create file template,Lesson 9,Workflow,Lesson 9 SolidWorks Enterprise PDM Administration,Workflow Open Save Background Categories Conditions States Transitions Revisions Components Schemes Transition conditions Transition actions Automatic transitions,Lesson 9

16、Lab,Exercise 8 Create categories Create revision schemes Create office documents workflow Create specification documents workflow Create CAD documents workflow,Data Import/Export, Notifications and Tasks,Lesson 10,Data Import/Export, Notifications and Tasks,Lesson 10 SolidWorks Enterprise PDM Administration,Import/Export Alias Set Export Rule Import Rule Notifications Tasks Task Host Configuration Convert Print,Lesson 10 Lab,Exercise 9 Create export rule Configure task Modify workflow Set no