Book description
What you need to prepare, install, and maintain SolidWorks
It's not enough to know how to use SolidWorks, if your job also requires you to install or maintain it, train new users, and implement standards. This in-depth guide was written for those of you who have to actually manage your company's SolidWorks system. From hardware selection to helping users to licensing and more, this is the everyday, bread-and-butter SolidWorks administration resource that IT and CAD managers have been seeking.
SolidWorks is a powerful 3D solid modeling system that is popular with CAD users everywhere, but often leaves IT administrators in the dark as to how to manage it; this essential guide covers SolidWorks admin for both IT staff and CAD users
Walks you through preparing, installing, and maintaining SolidWorks
Covers setting up shared libraries, automated deployment tools, licensing, updates and upgrades, support and troubleshooting, standardization, and collaboration
Get the high-level assistance you need to efficiently manage SolidWorks in your enterprise or small business.
Table of contents
- Copyright
- About the Author
- Credits
- Acknowledgments
- Introduction
-
I. Preparing for SolidWorks
- 1. Defining CAD Administration
-
2. Preparing Information Technology
- 2.1. Selecting Hardware
- 2.2. Understanding Network Requirements
- 2.3. Creating a Backup Plan
- 2.4. Working with Antivirus Applications
- 2.5. Setting Up a CAD Workspace
- 2.6. Summary
-
3. Preparing Document Management
- 3.1. Naming Conventions
- 3.2. Organizing Files
- 3.3. Controlling Revisions
- 3.4. Using Configurations to Store Revisions
- 3.5. Summary
-
4. Operating System Tools You Need to Know
-
4.1. Managing Your Computer
- 4.1.1. Using the Task Scheduler
- 4.1.2. Reading the Event Viewer
- 4.1.3. Sharing folders
- 4.1.4. Setting up Local Users and Groups
- 4.1.5. Monitoring Reliability and Performance
- 4.1.6. Using the Device Manager
- 4.1.7. Managing storage
- 4.1.8. Services and Applications
- 4.1.9. Using the Windows Backup & Recovery tools
- 4.1.10. Understanding the BIOS
- 4.2. Working with the Windows Registry
-
4.3. Using Msconfig
- 4.3.1. Using the Startup tab
- 4.3.2. The Services tab
- 4.3.3. The Boot tab
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4.3.4. Using the Tools tab
- 4.3.4.1. About Windows
- 4.3.4.2. System Information
- 4.3.4.3. Remote Assistance
- 4.3.4.4. System restore
- 4.3.4.5. Programs
- 4.3.4.6. Windows Security Center
- 4.3.4.7. System Properties
- 4.3.4.8. Internet Options
- 4.3.4.9. Internet Protocol Configuration
- 4.3.4.10. Performance Monitor
- 4.3.4.11. Task Manager
- 4.3.4.12. Disable UAC
- 4.3.4.13. Enable UAC
- 4.3.4.14. Command Prompt
- 4.3.4.15. Registry Editor
- 4.4. Employing the 3 Gig Switch
- 4.5. Performing System Maintenance
- 4.6. Using the SolidWorks Network Monitor for Distributed Computing
- 4.7. Summary
-
4.1. Managing Your Computer
- 5. Training Users
-
II. Installing SolidWorks
-
6. Installing the Software
- 6.1. Selecting an Installation Method
- 6.2. Installing Multiple Versions
- 6.3. Installing the SolidNetWork License Manager
- 6.4. Uninstalling SolidWorks Software
- 6.5. Summary
- 7. Licensing
-
8. Standardizing Settings
-
8.1. Standardizing System Options
- 8.1.1. Identifying the need for standardization of settings
-
8.1.2. Selecting settings to standardize
- 8.1.2.1. Standardizing colors
- 8.1.2.2. Standardizing Sketch settings
- 8.1.2.3. Standardizing Performance settings
-
8.1.2.4. Controlling External References
- 8.1.2.4.1. Open Referenced Documents with Read-Only Access
- 8.1.2.4.2. Don't Prompt to Save Read-Only Referenced Documents
- 8.1.2.4.3. Allow Multiple Contexts
- 8.1.2.4.4. Search File Locations for Referenced Documents
- 8.1.2.4.5. Update Out-of-date Linked Design Tables
- 8.1.2.4.6. Automatically Generate Names for Referenced Geometry
- 8.1.2.4.7. Update Component Names when Documents are Replaced
- 8.1.2.4.8. Do Not Create References External to the Model
- 8.1.2.5. Using Default Templates
- 8.1.2.6. Specifying file locations
- 8.1.2.7. Collaborating
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8.2. Standardizing Modeling Practice
- 8.2.1. Standardizing for productivity
-
8.2.2. Establishing a best practice modeling standard
- 8.2.2.1. Relating the first feature to the part origin
- 8.2.2.2. Creating symmetry
- 8.2.2.3. Making relations to stable references
- 8.2.2.4. Putting fillets at the bottom of the tree
- 8.2.2.5. Using Verification on Rebuild
- 8.2.2.6. Fixing rebuild errors
- 8.2.2.7. Modeling detail
- 8.2.2.8. Creating simplified configurations
- 8.2.3. Standardizing assembly modeling
- 8.3. Summary
-
8.1. Standardizing System Options
-
9. Maximizing Your Use of Templates
- 9.1. Creating Part Templates
- 9.2. Creating Assembly Templates
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9.3. Establishing Drawing Templates
- 9.3.1. Understanding the difference between drawing templates and sheet formats
-
9.3.2. Identifying settings to control with drawing templates
- 9.3.2.1. Drafting standard
- 9.3.2.2. Setting units for drawing templates
- 9.3.2.3. Establishing line font settings for drawing templates
- 9.3.2.4. Establishing line style settings for drawing templates
- 9.3.2.5. Line thickness
- 9.3.2.6. Controlling image quality
- 9.3.2.7. Standardizing sheet metal settings for drawing templates
- 9.3.3. Putting views on the template
- 9.3.4. Polishing your templates and formats
- 9.4. Establishing Standardized Sheet Formats
- 9.5. Standardizing Other Types of Templates in SolidWorks
- 9.6. Summary
-
10. Implementing Toolbox
- 10.1. Understanding Toolbox
- 10.2. Administering Toolbox
-
10.3. Configuring Toolbox
- 10.3.1. Starting Toolbox
- 10.3.2. Setting up Toolbox
- 10.3.3. Adding user parts to the Toolbox library
- 10.3.4. File management and Toolbox
- 10.4. Alternatives to Toolbox
- 10.5. Summary
- 11. Establishing Libraries
-
6. Installing the Software
-
III. Maintaining SolidWorks
- 12. Writing a SolidWorks Standard
- 13. Using Custom Properties
-
14. Establishing Best Practice Rules
- 14.1. Understanding the Concept of Best Practice
- 14.2. Establishing Best Practice for Sketching
-
14.3. Determining Best Practice for Features
- 14.3.1. Selecting feature types wisely
- 14.3.2. Using Dome versus Shape versus Freeform
- 14.3.3. Selecting Rib feature versus Thin feature
- 14.3.4. Pattern/mirror features, faces or bodies
- 14.3.5. Sketch on a plane or on a face
- 14.3.6. Edit or delete
- 14.3.7. Selecting a draft technique
- 14.3.8. Deciding to use many or few features
- 14.4. Employing Best Practice in Assemblies
- 14.5. Standardizing Best Practice for In-Context Modeling
- 14.6. Summary
- 15. Automating Tasks with the API
- 16. Supporting SolidWorks Users
- 17. Collaboration
- 18. Managing Change
- 19. Rolling out New Service Packs
- 20. Rolling out New Versions
-
IV. SolidWorks Workgroup PDM
- 21. Introducing SolidWorks Workgroup PDM
-
22. Installing and Configuring the Vault
- 22.1. Installing the Workgroup PDM Vault and VaultAdmin Tool
-
22.2. Configuring the Vault
-
22.2.1. Vault Settings
- 22.2.1.1. Vault information
- 22.2.1.2. Vault Lock
- 22.2.1.3. Global settings
- 22.2.1.4. Administrators
- 22.2.1.5. On vault startup
- 22.2.1.6. Viewing with eDrawings
- 22.2.1.7. Delete, Rollback, Archive documents
- 22.2.1.8. Vault Log
- 22.2.1.9. Search
- 22.2.1.10. Revision Scheme
- 22.2.1.11. Revision Table
- 22.2.1.12. Projects
- 22.2.1.13. Lifecycle
- 22.2.1.14. Properties
- 22.2.1.15. Standard Libraries
- 22.2.1.16. Triggers
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22.2.1. Vault Settings
- 22.3. Summary
- 23. Establishing Permissions and Managing Toolbox
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24. Establishing Client Best Practice
- 24.1. Accessing the Workgroup PDM User Interface
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24.2. Establishing Workgroup PDM Client Options
- 24.2.1. The Local tab
- 24.2.2. The References/Where Used tab
- 24.2.3. The Vault tab
- 24.2.4. The Command Defaults tab
- 24.2.5. The Folders tab
- 24.2.6. The Labels tab
- 24.2.7. Using the Right Mouse Button menu
- 24.2.8. Searching in Workgroup PDM
- 24.2.9. Running reports in Workgroup PDM
- 24.2.10. Checking in associated documents
- 24.2.11. Creating attachments
- 24.2.12. Collaborating with other users
- 24.2.13. Using Lifecycle settings
- 24.2.14. Distilling recommended SolidWorks settings
- 24.2.15. Getting the most from the software through general options
- 24.3. Summary
-
V. Appendixes
- A. Online Help Resources
-
B. Sources for Standards
- B.1. General Services Administration
- B.2. American Society of Mechanical Engineers
- B.3. American National Standards Institute
- B.4. American Society of Testing and Materials
- B.5. Deutsches Institut für Normung (DIN)
- B.6. International Organization for Standardization
- B.7. Japanese Industrial Standards (JIS)
- B.8. National Institute of Standards and Testing
- B.9. Society of Automotive Engineers International
- B.10. Concerning ASME or Other Standards
- B.11. Establishing the Need for Standards
-
C. Tools, Options, Menu Settings
-
C.1. System Options
- C.1.1. General Settings
- C.1.2. Drawings
- C.1.3. Colors
- C.1.4. Sketch
- C.1.5. Relations/Snaps
- C.1.6. Display/Selection
- C.1.7. Performance
- C.1.8. Assemblies
- C.1.9. External References
- C.1.10. Default templates
- C.1.11. File Locations
- C.1.12. FeatureManager
- C.1.13. Spin Box Increments
- C.1.14. View
- C.1.15. Backup/Recover
- C.1.16. Hole Wizard/Toolbox
- C.1.17. File Explorer
- C.1.18. Search
- C.1.19. Collaboration
- C.1.20. Advanced
- C.2. Document Properties
-
C.1. System Options
Product information
- Title: SolidWorks® Administration Bible
- Author(s):
- Release date: November 2009
- Publisher(s): Wiley
- ISBN: 9780470537268
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