Starting with SolidWorks PDM can be an overwhelming task, especially if you are new to the software. However, with a little guidance, you can quickly get up and running. In this tutorial, we will walk you through the steps to start using SolidWorks PDM effectively.
Step 1: Installing SolidWorks PDM
Before you can start using SolidWorks PDM, you need to install it on your computer. The installation process is straightforward and well-documented in the official SolidWorks documentation. Make sure to follow the instructions carefully and ensure that your system meets the minimum requirements.
Step 2: Setting up a Vault
Once the installation is complete, you need to set up a vault where all your files will be stored. A vault is like a secure database that keeps track of all your files’ revisions and manages their access rights.
To set up a vault, launch the SolidWorks PDM Administration tool from your Start menu. In the Administration tool, create a new vault by following these steps:
1. Click on “File” in the menu bar.
2.
Select “Create New Vault”.
3. Follow the prompts to specify the vault name, location, and other settings.
Step 3: Adding Users and Groups
After setting up your vault, it’s time to add users and groups who will have access to it. Users are individuals who will use SolidWorks PDM actively, while groups are collections of users with similar permission levels.
To add users and groups:
1. In the Administration tool, click on “User & Group” in the navigation pane.
Right-click on “Users” or “Groups”, depending on whom you want to add. Select “New User” or “New Group”.
4. Fill in the required information, such as the user’s name, username, and password.
Step 4: Configuring Workflows
Workflows are essential in SolidWorks PDM as they define how files move through different stages of their lifecycle. You can have simple or complex workflows depending on your requirements.
To configure workflows:
1. In the Administration tool, click on “Workflows” in the navigation pane.
Right-click on “Workflows”. Select “New Workflow”. Define the stages and actions that files will go through in each stage.
Step 5: Accessing SolidWorks PDM from SolidWorks
Once you have set up your vault and configured all necessary settings, you can start using SolidWorks PDM from within the SolidWorks software.
To access SolidWorks PDM:
1. Launch SolidWorks.
Open any document or create a new one. In the Command Manager, click on “PDM” tab. Log in with your username and password.
Conclusion
Starting with SolidWorks PDM may seem daunting at first, but by following these steps, you can quickly get started with managing your files efficiently. Remember to install SolidWorks PDM correctly, set up a vault, add users and groups, configure workflows, and access it from within the SolidWorks software.
SolidWorks PDM is a powerful tool that will enhance your productivity and collaboration with others working on the same project. Take advantage of its features to organize your files effectively and streamline your design process.