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SolidWorks Workgroup PDM
Jenny Giolas
jgiolas@funtech.com
Fisher Unitech
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 Workgroup collaboration
 Controlling document access
 Searching for documents
 Determining document relationships
 Check-in/Check-out of documents
 Automated revision control
 Concurrent work by several users on a project
 History tracking
 Report generation
What is PDM Software
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SolidWorks Workgroup PDM Components
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Who should use Workgroup PDM
SolidWorks Workgroup PDM
• Good for 1-10 Users
• Single Site (no replication)
• Basic Vault Features like Check in/out and revision
control
• Limited Workflow Capabilities (no Electronic
Process Sign Offs or
notification)
• No Bill of Material Management
• Integrated within SolidWorks
• Basic vault operations with AutoCAD
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File References
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Collaboration – SolidWorks Only
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Collaboration – PDMW Local Work Area
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Collaboration – PDMW Shared Location
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SolidWorks Workgroup PDM Process
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 SolidWorks Workgroup PDM Overview
 SolidWorks Workgroup PDM Components
 SolidWorks Workgroup PDM Work Flow
 SolidWorks File Management
 File References
 Opening Files
 Saving Files
 File Properties
 External Reference Search Order

PDM Concepts & Check In
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 Files stored in a vault
 Users have access to vault (through SolidWorks Workgroup PDM only)
 Users Check-out or Open files from vault
 All required files copied to user local work space
 User works on files locally
 Changed files Checked-in to vault
 Release ownership / delete local copies
SolidWorks Workgroup PDM Overview
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Opening-Save-Reload Files
Open/Reload
Fixed
Disk
RAM
Save
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 SolidWorks Workgroup PDM Overview
 SolidWorks Workgroup PDM Components
 SolidWorks Workgroup PDM Work Flow
 SolidWorks File Management
 File References
 Opening Files
 Saving Files
 File Properties
 External Reference Search Order

PDM Concepts & Check In
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Local View Icons
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 Open
 Take Ownership
 Document Information
 Check Out
 Renaming Documents
 Searching for Documents
 Delete Local Copy
 Cleaning up the Workspace
 Non-SolidWorks Documents

Accessing Documents
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Check Out = Open + Take Ownership
Check Out
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You NEVER work directly on the
documents in the vault
The Prime Directive
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 User Interface
 Setting Up SolidWorks Workgroup PDM
 User Options
 User Accounts
 Logging In/Out
 Document Check In Process
 Revision Scheme
 Lifecycles
 Reporting
Document Check In
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Vault Admin Tool
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VaultAdmin Relationships
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 File Names
 Project Names
 File Storage
 Revision Numbers
 Ownership
 Locking
 References
Basic Rules
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Revision Scheme
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 In Design
 Pending
 Released
 ECO
 Obsolete
Lifecycles
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 The Vault
 Backup the vault
 VaultAdmin Tool
 User Accounts
 Projects
 Revision & Lifecycle Schemes
SolidWorks Workgroup PDM Setup
 Vault Settings
 Custom Properties
 Revision Tables
 Standard Libraries
 Not Revision Managed Files

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 Property mapping
 Copy Projects
 Bulk check in
 File Conversion
SolidWorks Workgroup PDM Administration
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 Toolbox and SolidWorks Workgroup PDM must be configured
together

 Toolbox : Create Configurations
 SolidWorks Workgroup PDM : Disable check In Toolbox parts

OR

 Toolbox : Create Copies
 SolidWorks Workgroup PDM : Allow Check In of Toolbox parts

Check In Toolbox Parts
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1. Create common parts
2. Create Common Parts project
3. Assign access
• Write – parts librarian
• Read - Users
4. Check in common parts to Common Parts project
5. Users drag and drop parts to their assemblies
Common Parts
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 Data Management Plan
 This is our design intent for data management.

 Transition Plan
 How do we get from where we are now to managing our data in
accordance with the Data Management Plan.
Plans
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Things to consider:
 Metadata
 Workflow
 Revision Scheme
 Users and Groups/Permissions
 Project structure
 Toolbox and standard parts
Data Management Plan
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Things to consider:
 Software installation and testing
 Vault setup and testing
 Data cleanup
 Data entry order and scope
 Customization
 Training
Transition Plan
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 Why are there no “out of the box” settings that we can just use
and then change later?

 Why don’t we just install SolidWorks Workgroup PDM and put our
files into the vault, then change the settings later?
Questions