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SOLIDWORKS PDM Content Table

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21 views

SOLIDWORKS PDM Content Table

Uploaded by

pnnhsn20
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
You are on page 1/ 2

Contents

Legal Notices............................................................................................................4

1 Welcome to SOLIDWORKS PDM..........................................................................7


Securely Accessing Files................................................................................................................7
Finding What You Need.................................................................................................................7
Working As a Team........................................................................................................................8
Managing Complex Projects...........................................................................................................8
Working with Familiar Tools...........................................................................................................8

2 Creating a Local File Vault View............................................................................9

3 Logging In and Out..............................................................................................11

4 SOLIDWORKS PDM Explorer Views...................................................................12


Displaying the File Vault Contents................................................................................................14
Using the File View.......................................................................................................................14
Changing the View.......................................................................................................................14

5 Viewing Documents.............................................................................................15
Viewing File History......................................................................................................................16

6 Searching for Documents and Users...................................................................17


The SOLIDWORKS PDM Search Tool Interface (For SOLIDWORKS PDM Professional
only) .........................................................................................................................................18
Embedded Search Interface.........................................................................................................19
Using the Complete Search Form................................................................................................20
Saving a Search (For SOLIDWORKS PDM Professional only)...................................................21

7 Checking Files In and Out....................................................................................22


Checking Files Out.......................................................................................................................22
Using the Check Out Dialog Box.............................................................................................22
Checking Files In..........................................................................................................................23

8 Adding Files to the Vault......................................................................................25


Creating Files...............................................................................................................................25
Creating Files from Templates.....................................................................................................26
Adding Existing Files....................................................................................................................26

2
Contents

9 Workflows.............................................................................................................27
Workflow States and Transitions..................................................................................................27
Running a Normal Transition........................................................................................................28
Running a Parallel Transition (For SOLIDWORKS PDM Professional only)................................28
Revoking a Parallel Transition (For SOLIDWORKS PDM Professional only)..............................29

10 Notifications.......................................................................................................31
Manual Notifications.....................................................................................................................31
Notifying a User Who Has Checked Out a File.......................................................................31
Automatic Notifications.................................................................................................................32
Administrator-defined Notifications..........................................................................................32
User-defined Notifications.......................................................................................................32

11 Tasks (For SOLIDWORKS PDM Professional only)..........................................35


Converting and Printing SOLIDWORKS Files..............................................................................36
Validating SOLIDWORKS Designs..............................................................................................36

12 Sharing Files (For SOLIDWORKS PDM Professional only)..............................37

13 References.........................................................................................................38
Checking Files with References In and Out.................................................................................39
Copying References.....................................................................................................................39
Copy Tree Interface.................................................................................................................39
Moving References (For SOLIDWORKS PDM Professional only)...............................................41
Move Tree Interface (For SOLIDWORKS PDM Professional only).........................................41
Manually Adding File References.................................................................................................42
Updating Broken File References................................................................................................43

14 Using SOLIDWORKS PDM in SOLIDWORKS..................................................44


SOLIDWORKS User Interface Additions......................................................................................45
Versioning SOLIDWORKS Files...................................................................................................46
SOLIDWORKS File References...................................................................................................46
SOLIDWORKS File Properties.....................................................................................................46

15 Bills of Material (BOMs).....................................................................................48


BOM Types...................................................................................................................................48
BOM Templates (For SOLIDWORKS PDM Professional only)....................................................49
BOM Toolbars..............................................................................................................................49
Bills of Materials (BOM) View.......................................................................................................50

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