SOLIDWORKS PDM Professional

Administering SOLIDWORKS PDM Professional

Dassault Systèmes SolidWorks Corporation175 Wyman StreetWaltham, Massachusetts 02451 USA

© 1995-2015, Dassault Systemes SolidWorks Corporation, a Dassault Systèmes SE company, 175 Wyman Street, Waltham, Mass. 02451 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 5,815,154; 6,219,049; 6,219,055; 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 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 Geometric Ltd.

SOLIDWORKS 2016, SOLIDWORKS Standard, SOLIDWORKS Professional, SOLIDWORKS Premium, SOLIDWORKS PDM Professional, SOLIDWORKS PDM Standard, SOLIDWORKS Workgroup PDM, SOLIDWORKS Simulation, SOLIDWORKS Flow Simulation, eDrawings, eDrawings Professional, SOLIDWORKS Sustainability, SOLIDWORKS Plastics, SOLIDWORKS Electrical, SOLIDWORKS Composer, and SOLIDWORKS MBD 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. 2.101 (OCT 1995), consisting of "commercial computer software" and "commercial software documentation" as such terms are used in 48 C.F.R. 12.212 (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. 12.212; 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. 227.7202-1 (JUN 1995) and 227.7202-4 (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 02451 USA.

Copyright Notices for SOLIDWORKS Standard, Premium, Professional, and Education Products

Portions of this software © 1986-2015 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 © 2015. Siemens Industry Software Limited. All Rights Reserved.

D-Cubed™ 3D DCM © 2015. Siemens Industry Software Limited. All Rights Reserved.

D-Cubed™ PGM © 2015. Siemens Industry Software Limited. All Rights Reserved.

D-Cubed™ CDM © 2015. Siemens Industry Software Limited. All Rights Reserved.

D-Cubed™ AEM © 2015. Siemens Industry Software Limited. All Rights Reserved.

Portions of this software © 1998-2015 Geometric Ltd.

Portions of this software incorporate PhysX™ by NVIDIA 2006-2010.

Portions of this software © 2001-2015 Luxology, LLC. All rights reserved, patents pending.

Portions of this software © 2007-2015 DriveWorks Ltd.

Copyright 1984-2010 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 © 1992-2014 Computational Applications and System Integration, Inc. All rights reserved.

Copyright Notices for SOLIDWORKS Standard Product

© 2011, Microsoft Corporation. All rights reserved.

Copyright Notices for SOLIDWORKS PDM Professional Product

Outside In® Viewer Technology, © 1992-2012 Oracle

© 2011, Microsoft Corporation. All rights reserved.

Copyright Notices for eDrawings Products

Portions of this software © 2000-2014 Tech Soft 3D.

Portions of this software © 1995-1998 Jean-Loup Gailly and Mark Adler.

Portions of this software © 1998-2001 3Dconnexion.

Portions of this software © 1998-2014 Open Design Alliance. All rights reserved.

Portions of this software © 1995-2012 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 © 1996-1999 Silicon Graphics Systems, Inc.

Portions of eDrawings® for iPad® copyright © 2003 - 2005 Apple Computer Inc.

Document Number: PMT1634-ENG

i

Contents

IntroductionAbout This Course . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2

Prerequisites . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2Course Design Philosophy . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2Using this Book . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2Laboratory Exercises . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2About the Training Files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3Windows® 7 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3Conventions Used in this Book . . . . . . . . . . . . . . . . . . . . . . . . . . . 3

More SOLIDWORKS Training Resources. . . . . . . . . . . . . . . . . . . . . . 4Local User Groups . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4

Lesson 1:Installation Planning

Planning for SOLIDWORKS PDM Professional . . . . . . . . . . . . . . . . . 6Questions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6

The Planning Process . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6Data Management Plan. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6Implementation Plan . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8

Training Scenario . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9The Installation Process . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15

SQL Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16Databases . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16SOLIDWORKS PDM Professional Client . . . . . . . . . . . . . . . . . . 16

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Lesson 2:The Administration Tool

SOLIDWORKS PDM Professional Administration Tool . . . . . . . . . 18Starting the Administration Tool . . . . . . . . . . . . . . . . . . . . . . . . . 18Local Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19Group Policies. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21Creating a SOLIDWORKS PDM Professional File Vault . . . . . . 21

Case Study: Create a New File Vault . . . . . . . . . . . . . . . . . . . . . . . . . 22Create a Local File Vault View . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32

Create a Local View . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32Why the Root Folder?. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33Sharing the Vault View. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33

Setup Overview. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34View Setup Utility . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35Access Control . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35Metadata . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35Workflow . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35Vault Maintenance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35

Exercise 1: Create File Vault and Vault View . . . . . . . . . . . . . . . . . . 36Lesson 3:Users and Groups

Users . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38Creating New Users . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38User Information. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38Copy Permissions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39

Case Study: Creating Users . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 42User Properties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 46Groups. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47Administrative Permissions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 48Folder Permissions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 48Assigned Folder Permissions . . . . . . . . . . . . . . . . . . . . . . . . . . . . 49State Permissions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 49Transition Permissions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 51Permissions per File . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 52Search Cards . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 52Bill of Materials . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 52Tasks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 52Templates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 52Warnings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 53Cache Options. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 53Copy Tree . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 54Change User Password . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 54Delete a User. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 55Managing Multiple Users . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 55Missing User Login Information . . . . . . . . . . . . . . . . . . . . . . . . . 56

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Groups. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 59Case Study: Create a New Group . . . . . . . . . . . . . . . . . . . . . . . . . . . . 60

Assign Group Permissions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 63Manage Multiple Groups . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 63

Exercise 2: Users & Groups . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 65Lesson 4:Folder Card Creation

Data Cards. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 70Card Editor . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 70

Anatomy of a Data Card . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 72Controls. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 72Card Editor . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 72Card Associations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 73Installed Cards . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 73Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 73Designing a Data Card . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 74

Case Study: Design a Folder Data Card . . . . . . . . . . . . . . . . . . . . . . . 75Static Text Control . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 75Select Control . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 78Image Control . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 78Frame Control . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 79Data Card Variables . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 80Variable Editor . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 81Variable Editor Functions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 82Variable Listing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 83Variable Definition . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 84Variable Mappings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 86Best Practices . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 87Create new variables . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 89Editbox Control. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 90Serial Numbers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 92Command Button Control. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 95Combobox Dropdown Control . . . . . . . . . . . . . . . . . . . . . . . . . . . 97Combobox Droplist Control . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 99Tab Control . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 100Card Lists . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 102Dynamic Lists . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 103Advanced Lists . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 106Checkbox Control . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 109Date Field control . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 110Alignment Controls. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 113Card Grid Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 114Select Font . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 116Exporting Data Cards . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 118

Exercise 3: Folder Cards. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 119

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Lesson 5:File and Search Cards

Importing Data Cards . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 122Case Study: Design a File Data Card . . . . . . . . . . . . . . . . . . . . . . . . 122

Radio-Button Control . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 125Card Control Logic . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 128Search Cards . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 131

Case Study: Design a Search Data Card . . . . . . . . . . . . . . . . . . . . . . 131Controlled Tabs. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 133Glue Controls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 134Card Search Control . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 135Variable Search Control . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 135Search Card Default Values . . . . . . . . . . . . . . . . . . . . . . . . . . . . 135

Exercise 4: File Cards . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 136Lesson 6:Column and Bill of Materials (BOM) Views

Columns . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 140File List Column . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 141Search Column . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 143

Case Study: Columns . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 145Bill Of Material. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 146Case Study: BOM . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 150Exercise 5: Create Column and BOM Views . . . . . . . . . . . . . . . . . . 152

Lesson 7:Workflow

Workflows. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 154Categories . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 156Case Study: Create Categories . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 156

Category Conditions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 157No Category Match. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 163Rename a Category. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 163Delete a Category . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 164Creating Workflows . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 165Open an existing workflow. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 165Saving a Workflow . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 165Rearranging the Workflow . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 166

Case Study: Create New Workflows. . . . . . . . . . . . . . . . . . . . . . . . . 166Workflow State . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 167Workflow Transitions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 173

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Revisions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 182Revision Component. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 182

Case Study: Create New Revision Schemes. . . . . . . . . . . . . . . . . . . 183Transition Conditions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 186Transition Actions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 186

Case Study: CAD Files Revision Scheme . . . . . . . . . . . . . . . . . . . . 190Automatic Transitions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 194Parallel Transitions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 195

Exercise 6: Categories and Revisions and Workflows . . . . . . . . . . . 197Lesson 8:Notifications and Tasks

Notifications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 200Workflow Notifications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 200

Case Study: Assign Notifications . . . . . . . . . . . . . . . . . . . . . . . . . . . 203Tasks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 206Add Tasks to Vault . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 206Task Host Configuration. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 207

Case Study: Convert Task. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 208Executing Tasks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 215

Exercise 7: Notifications and Tasks . . . . . . . . . . . . . . . . . . . . . . . . . 216Lesson 9:Folder Templates

Templates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 218Template Administration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 218Template Wizard. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 219Template Variables . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 223

Case Study: Folder Template . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 226Template cards . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 234

Exercise 8: Folder Templates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 239Lesson 10:File Templates

File Templates. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 242Case Study: File Template . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 245

Template Source Files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 245Microsoft Office Templates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 249Case Study: ACME Specifications Template . . . . . . . . . . . . . . . . . . 249

Template Card. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 249Update List Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 250ECO Template . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 253

Exercise 9: File Templates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 254

Contents SOLIDWORKS PDM Professional

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Lesson 11:Data Migration

Migrating Legacy Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 256Data Migration Planning. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 256Clean Data. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 256What to Migrate . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 256

Case Study: Data Migration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 256Migrating Revisions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 257

Set Revision . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 257Lesson 12:Vault Backup

Backing Up File Vaults . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 262Database Backup. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 262Archive Server Settings Backup . . . . . . . . . . . . . . . . . . . . . . . . . 263Archive Files Backup . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 264

Appendix A:File Types and Settings

File Types . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 266User Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 270

Appendix B:Data Import/Export

Import and Export ERP Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 274Alias Set . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 274

Case Study: Alias Set . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 275Export Rules . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 276

Case Study: Export Rule. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 277Import Rules . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 279

Case Study: Import Rule. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 280Appendix C:Toolbox Setup

Toolbox Setup . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 282Appendix D:Routing Setup

Routing Setup . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 286Appendix E:CircuitWorks Setup

CircuitWorks Setup. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 290