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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 dont we just install SolidWorks Workgroup PDM and put our
files into the vault, then change the settings later?
Questions