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SolidWorks® Administration Bible

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

  1. Copyright
  2. About the Author
  3. Credits
  4. Acknowledgments
  5. Introduction
    1. About This Book
    2. How This Book Is Organized
      1. Part I: Preparing for SolidWorks
      2. Part II: Installing SolidWorks
      3. Part III: Maintaining SolidWorks
      4. Part IV: SolidWorks Workgroup PDM
      5. Part V: Appendixes
    3. Icons Used in This Book
    4. Terminology
    5. Contacting the Author
  6. I. Preparing for SolidWorks
    1. 1. Defining CAD Administration
      1. 1.1. Introducing CAD Administration
        1. 1.1.1. Defining CAD Administration
        2. 1.1.2. Comparing SolidWorks Administration to AutoCAD Administration
          1. 1.1.2.1. Comparing project physical scale
          2. 1.1.2.2. Managing file data
          3. 1.1.2.3. Process-based
      2. 1.2. Playing the Part: More CAD or Administration?
        1. 1.2.1. Distinguishing between CAD and design
        2. 1.2.2. Including Information Technology
        3. 1.2.3. Finding a balance
      3. 1.3. Defining Your Role
        1. 1.3.1. Establishing yourself as an expert user
        2. 1.3.2. Becoming a CAD mentor
          1. 1.3.2.1. Being a leader versus manager
          2. 1.3.2.2. Mentoring through leadership
          3. 1.3.2.3. Administering efficiently
            1. 1.3.2.3.1. Spending subscription money wisely
            2. 1.3.2.3.2. Training and efficiency
          4. 1.3.2.4. Building a team
      4. 1.4. Summary
    2. 2. Preparing Information Technology
      1. 2.1. Selecting Hardware
        1. 2.1.1. Building your own computers
          1. 2.1.1.1. Understanding the associated risks
          2. 2.1.1.2. Understanding CAD requirements
        2. 2.1.2. Selecting processors
        3. 2.1.3. Specifying memory and operating system
        4. 2.1.4. Selecting a video card
        5. 2.1.5. Picking a hard drive
        6. 2.1.6. Selecting monitors
        7. 2.1.7. Selecting a laptop
          1. 2.1.7.1. Selecting the processor
          2. 2.1.7.2. Deciding on a video card
          3. 2.1.7.3. Considering power
          4. 2.1.7.4. Choosing RAM
          5. 2.1.7.5. Picking your operating system
          6. 2.1.7.6. Selecting hard drives
          7. 2.1.7.7. Specifying a display
          8. 2.1.7.8. Touch and multi-touch screens
      2. 2.2. Understanding Network Requirements
        1. 2.2.1. Balancing network load and capacity
        2. 2.2.2. Understanding local and wide area networks
        3. 2.2.3. Building file storage
      3. 2.3. Creating a Backup Plan
        1. 2.3.1. Selecting a backup mechanism
        2. 2.3.2. Establishing a retrieval procedure
        3. 2.3.3. Securing data off-site
        4. 2.3.4. Imaging drives
      4. 2.4. Working with Antivirus Applications
        1. 2.4.1. Benefiting from antivirus software
        2. 2.4.2. Shortcoming in using antivirus software
      5. 2.5. Setting Up a CAD Workspace
        1. 2.5.1. Understanding ergonomics
        2. 2.5.2. Personalizing a workspace
      6. 2.6. Summary
    3. 3. Preparing Document Management
      1. 3.1. Naming Conventions
        1. 3.1.1. Choosing between intelligent and sequential conventions
          1. 3.1.1.1. Advantages of intelligent part numbering
          2. 3.1.1.2. Disadvantages of intelligent part numbering
            1. 3.1.1.2.1. The Dewey Decimal System
            2. 3.1.1.2.2. The circuit board example
          3. 3.1.1.3. Advantages and disadvantages of sequential part numbers
        2. 3.1.2. Comparing part numbers, document numbers, and filenames
          1. 3.1.2.1. Creating a hybrid intelligent-sequential system
          2. 3.1.2.2. Adding filenames to the mix
        3. 3.1.3. Using a descriptive naming convention
          1. 3.1.3.1. Using metadata
          2. 3.1.3.2. Metadata possibilities in PDM
      2. 3.2. Organizing Files
        1. 3.2.1. Creating libraries
        2. 3.2.2. Avoiding common mistakes
          1. 3.2.2.1. Suggesting options
          2. 3.2.2.2. Breaking references
        3. 3.2.3. Understanding SolidWorks document relationships
        4. 3.2.4. Organizing subassemblies
        5. 3.2.5. Using SolidWorks Explorer and SolidWorks or Windows Search
      3. 3.3. Controlling Revisions
        1. 3.3.1. Revisioning schemes
          1. 3.3.1.1. Revising models versus revising documents
          2. 3.3.1.2. Using different revisioning schemes for models and drawings
        2. 3.3.2. Storing revisions
          1. 3.3.2.1. Tracking revisions of models and documents
          2. 3.3.2.2. Changing revision levels for documents
        3. 3.3.3. Updating stored revisions
        4. 3.3.4. Putting revision levels in filenames or metadata
          1. 3.3.4.1. Revision levels in filenames
          2. 3.3.4.2. Revision levels in folder names
          3. 3.3.4.3. Mixing methods
        5. 3.3.5. Retrieving old revisions
      4. 3.4. Using Configurations to Store Revisions
      5. 3.5. Summary
    4. 4. Operating System Tools You Need to Know
      1. 4.1. Managing Your Computer
        1. 4.1.1. Using the Task Scheduler
          1. 4.1.1.1. Using available triggers
          2. 4.1.1.2. Using available actions
          3. 4.1.1.3. Using the Create a Basic Task Wizard
        2. 4.1.2. Reading the Event Viewer
        3. 4.1.3. Sharing folders
        4. 4.1.4. Setting up Local Users and Groups
        5. 4.1.5. Monitoring Reliability and Performance
          1. 4.1.5.1. Performance
          2. 4.1.5.2. Reliability
        6. 4.1.6. Using the Device Manager
        7. 4.1.7. Managing storage
        8. 4.1.8. Services and Applications
        9. 4.1.9. Using the Windows Backup & Recovery tools
          1. 4.1.9.1. Backing up files
          2. 4.1.9.2. Back up computer
          3. 4.1.9.3. Using recovery tools
          4. 4.1.9.4. Using System protection and System Restore
          5. 4.1.9.5. Recommending Backup and recovery options
        10. 4.1.10. Understanding the BIOS
      2. 4.2. Working with the Windows Registry
      3. 4.3. Using Msconfig
        1. 4.3.1. Using the Startup tab
        2. 4.3.2. The Services tab
        3. 4.3.3. The Boot tab
        4. 4.3.4. Using the Tools tab
          1. 4.3.4.1. About Windows
          2. 4.3.4.2. System Information
          3. 4.3.4.3. Remote Assistance
          4. 4.3.4.4. System restore
          5. 4.3.4.5. Programs
          6. 4.3.4.6. Windows Security Center
          7. 4.3.4.7. System Properties
          8. 4.3.4.8. Internet Options
          9. 4.3.4.9. Internet Protocol Configuration
          10. 4.3.4.10. Performance Monitor
          11. 4.3.4.11. Task Manager
          12. 4.3.4.12. Disable UAC
          13. 4.3.4.13. Enable UAC
          14. 4.3.4.14. Command Prompt
          15. 4.3.4.15. Registry Editor
      4. 4.4. Employing the 3 Gig Switch
        1. 4.4.1. Setting the 3 Gig Switch in XP
        2. 4.4.2. Setting the 3 Gig Switch in Vista
      5. 4.5. Performing System Maintenance
        1. 4.5.1. Doing and not doing
        2. 4.5.2. Maintaining drivers
        3. 4.5.3. Cleaning Windows
        4. 4.5.4. Using antivirus software
        5. 4.5.5. Running disk checking and defragmenting
        6. 4.5.6. Microsoft Update
      6. 4.6. Using the SolidWorks Network Monitor for Distributed Computing
        1. 4.6.1. Setting up the Network Monitor
        2. 4.6.2. Running tasks on the Network Monitor
      7. 4.7. Summary
    5. 5. Training Users
      1. 5.1. Establishing Training and Evaluation Criteria
        1. 5.1.1. Using outside trainers
        2. 5.1.2. Training in-house
          1. 5.1.2.1. Using resellers for free in-house training
          2. 5.1.2.2. Using books as learning materials
          3. 5.1.2.3. Training on DVDs
          4. 5.1.2.4. Setting up CAD Administrator led training
      2. 5.2. Mentoring Power Users
        1. 5.2.1. Recognizing the type
        2. 5.2.2. Mentoring your protégé
      3. 5.3. Identifying Sources of Learning
        1. 5.3.1. Using online forums
          1. 5.3.1.1. Getting the most out of the forums
          2. 5.3.1.2. Addressing confidentiality
        2. 5.3.2. Getting value from live user groups
      4. 5.4. Summary
  7. II. Installing SolidWorks
    1. 6. Installing the Software
      1. 6.1. Selecting an Installation Method
        1. 6.1.1. Introducing the SolidWorks Installation Manager
        2. 6.1.2. Installing SolidWorks from downloaded data
          1. 6.1.2.1. Installing SolidWorks manually
          2. 6.1.2.2. Installing using the SWIM from downloaded data
        3. 6.1.3. Installing from the DVD
        4. 6.1.4. Installing from an Administrative Image
          1. 6.1.4.1. Welcome to SWIM
          2. 6.1.4.2. Using the Administrative Image Option Editor
          3. 6.1.4.3. Deploying and installing from the Administrative Image
          4. 6.1.4.4. Installing an Administrative Image from the command line
          5. 6.1.4.5. Using Microsoft Active Directory
      2. 6.2. Installing Multiple Versions
      3. 6.3. Installing the SolidNetWork License Manager
      4. 6.4. Uninstalling SolidWorks Software
      5. 6.5. Summary
    2. 7. Licensing
      1. 7.1. Selecting the Version of SolidWorks
        1. 7.1.1. Understanding your CAD needs
        2. 7.1.2. Matching needs to capabilities
      2. 7.2. Tracking Serial Numbers
        1. 7.2.1. Identifying types of serial numbers
        2. 7.2.2. Using the Customer Portal to manage assets
      3. 7.3. Activating and Transferring Licenses
        1. 7.3.1. Activating a license
          1. 7.3.1.1. Working in spite of an activation error
          2. 7.3.1.2. Identifying where licenses are used
          3. 7.3.1.3. Troubleshooting license problems
        2. 7.3.2. Administering floating licenses
          1. 7.3.2.1. Using license management software
          2. 7.3.2.2. Using dongles
      4. 7.4. Installing Floating Licenses
      5. 7.5. Developing a Home Use License Policy
        1. 7.5.1. Weighing advantages and disadvantages of home use
        2. 7.5.2. Identifying who is eligible
        3. 7.5.3. Obtaining home use licenses for SNL users
      6. 7.6. Summary
    3. 8. Standardizing Settings
      1. 8.1. Standardizing System Options
        1. 8.1.1. Identifying the need for standardization of settings
        2. 8.1.2. Selecting settings to standardize
          1. 8.1.2.1. Standardizing colors
          2. 8.1.2.2. Standardizing Sketch settings
          3. 8.1.2.3. Standardizing Performance settings
          4. 8.1.2.4. Controlling External References
            1. 8.1.2.4.1. Open Referenced Documents with Read-Only Access
            2. 8.1.2.4.2. Don't Prompt to Save Read-Only Referenced Documents
            3. 8.1.2.4.3. Allow Multiple Contexts
            4. 8.1.2.4.4. Search File Locations for Referenced Documents
            5. 8.1.2.4.5. Update Out-of-date Linked Design Tables
            6. 8.1.2.4.6. Automatically Generate Names for Referenced Geometry
            7. 8.1.2.4.7. Update Component Names when Documents are Replaced
            8. 8.1.2.4.8. Do Not Create References External to the Model
          5. 8.1.2.5. Using Default Templates
          6. 8.1.2.6. Specifying file locations
          7. 8.1.2.7. Collaborating
      2. 8.2. Standardizing Modeling Practice
        1. 8.2.1. Standardizing for productivity
        2. 8.2.2. Establishing a best practice modeling standard
          1. 8.2.2.1. Relating the first feature to the part origin
          2. 8.2.2.2. Creating symmetry
          3. 8.2.2.3. Making relations to stable references
          4. 8.2.2.4. Putting fillets at the bottom of the tree
          5. 8.2.2.5. Using Verification on Rebuild
          6. 8.2.2.6. Fixing rebuild errors
          7. 8.2.2.7. Modeling detail
          8. 8.2.2.8. Creating simplified configurations
        3. 8.2.3. Standardizing assembly modeling
          1. 8.2.3.1. Using subassemblies
          2. 8.2.3.2. Limiting flexible subassemblies
          3. 8.2.3.3. Mating to in-context features
          4. 8.2.3.4. Limiting in-context modeling
      3. 8.3. Summary
    4. 9. Maximizing Your Use of Templates
      1. 9.1. Creating Part Templates
        1. 9.1.1. Identifying the most important settings
          1. 9.1.1.1. Drafting Standard
          2. 9.1.1.2. Selecting settings in the Grid/Snap page
          3. 9.1.1.3. Units
          4. 9.1.1.4. Detailing settings
          5. 9.1.1.5. Controlling document specific colors
          6. 9.1.1.6. Image quality controls display accuracy
          7. 9.1.1.7. Controlling plane display parameters
        2. 9.1.2. Using custom properties
        3. 9.1.3. Finding hidden settings in part templates
          1. 9.1.3.1. Link values and global variables
          2. 9.1.3.2. Adding reference geometry
          3. 9.1.3.3. Including sketch settings
          4. 9.1.3.4. Set configuration properties in your templates
      2. 9.2. Creating Assembly Templates
        1. 9.2.1. Drafting standard
        2. 9.2.2. Setting detailing options for assembly templates
        3. 9.2.3. Establishing image quality settings for assembly templates
      3. 9.3. Establishing Drawing Templates
        1. 9.3.1. Understanding the difference between drawing templates and sheet formats
        2. 9.3.2. Identifying settings to control with drawing templates
          1. 9.3.2.1. Drafting standard
            1. 9.3.2.1.1. Establishing template font settings
            2. 9.3.2.1.2. Setting up detailing options for drawing templates
          2. 9.3.2.2. Setting units for drawing templates
          3. 9.3.2.3. Establishing line font settings for drawing templates
          4. 9.3.2.4. Establishing line style settings for drawing templates
          5. 9.3.2.5. Line thickness
          6. 9.3.2.6. Controlling image quality
          7. 9.3.2.7. Standardizing sheet metal settings for drawing templates
        3. 9.3.3. Putting views on the template
          1. 9.3.3.1. Using predefined views
          2. 9.3.3.2. Projecting predefined views
        4. 9.3.4. Polishing your templates and formats
      4. 9.4. Establishing Standardized Sheet Formats
        1. 9.4.1. Creating a new format
        2. 9.4.2. Placing table anchors in the format
        3. 9.4.3. Using multiple sheet formats
        4. 9.4.4. Changing the size or format of a drawing
      5. 9.5. Standardizing Other Types of Templates in SolidWorks
      6. 9.6. Summary
    5. 10. Implementing Toolbox
      1. 10.1. Understanding Toolbox
        1. 10.1.1. Understanding how a default Toolbox installation works
          1. 10.1.1.1. The Toolbox default install
          2. 10.1.1.2. The Toolbox database
          3. 10.1.1.3. The part library
          4. 10.1.1.4. Program files
        2. 10.1.2. Managing Toolbox data
          1. 10.1.2.1. Underlying basic flaw in Toolbox
          2. 10.1.2.2. Configuring a multi-user installation
          3. 10.1.2.3. Combining libraries
      2. 10.2. Administering Toolbox
        1. 10.2.1. Installing Toolbox
          1. 10.2.1.1. Installing a shared Toolbox
          2. 10.2.1.2. Creating a shared Toolbox from an existing installation
            1. 10.2.1.2.1. Combining configurations from multiple parts
            2. 10.2.1.2.2. Setting up the moved Toolbox
        2. 10.2.2. Upgrading Toolbox
        3. 10.2.3. Dealing with version incompatibility in Toolbox
        4. 10.2.4. Upgrading and keeping both versions
      3. 10.3. Configuring Toolbox
        1. 10.3.1. Starting Toolbox
        2. 10.3.2. Setting up Toolbox
          1. 10.3.2.1. Selecting your hardware — Step 1
          2. 10.3.2.2. Customizing hardware — Step 2
            1. 10.3.2.2.1. Custom Properties
            2. 10.3.2.2.2. Part number and description
          3. 10.3.2.3. Creating parts or configurations
          4. 10.3.2.4. User Settings — Step 3
            1. 10.3.2.4.1. Parts or Configurations
            2. 10.3.2.4.2. Read-only settings
          5. 10.3.2.5. Permissions — Step 4
          6. 10.3.2.6. Smart Fasteners — Step 5
        3. 10.3.3. Adding user parts to the Toolbox library
        4. 10.3.4. File management and Toolbox
      4. 10.4. Alternatives to Toolbox
      5. 10.5. Summary
    6. 11. Establishing Libraries
      1. 11.1. Creating Library Parts
        1. 11.1.1. Adding parts to the Design Library
        2. 11.1.2. Using Mate References
        3. 11.1.3. Including metadata in libraries
        4. 11.1.4. Custom properties and tags
      2. 11.2. Using Library Features
      3. 11.3. Accessing SolidWorks Content and 3D Content Central
        1. 11.3.1. Examine a Routing library component
        2. 11.3.2. Adding to the Weldments library
      4. 11.4. Using Dissection Results
        1. 11.4.1. SolidWorks Search
        2. 11.4.2. Windows Desktop Search
      5. 11.5. Summary
  8. III. Maintaining SolidWorks
    1. 12. Writing a SolidWorks Standard
      1. 12.1. Defining a SolidWorks Standard
        1. 12.1.1. Putting together a 2D standard
        2. 12.1.2. Putting together a 3D standard
      2. 12.2. Enforcing Standards
      3. 12.3. Summary
    2. 13. Using Custom Properties
      1. 13.1. Establishing the Need for Custom Properties
        1. 13.1.1. Using custom properties in the BOM
        2. 13.1.2. Using custom properties in the title block
          1. 13.1.2.1. Establishing linked notes
          2. 13.1.2.2. Establishing the Title Block
      2. 13.2. Building Custom Property Tabs
      3. 13.3. Creating the Forms
      4. 13.4. Using Configurations with Custom Properties
      5. 13.5. Summary
    3. 14. Establishing Best Practice Rules
      1. 14.1. Understanding the Concept of Best Practice
        1. 14.1.1. Defining what best practice is
        2. 14.1.2. Identifying what best practice is not
        3. 14.1.3. Adjusting your expectations to reality
      2. 14.2. Establishing Best Practice for Sketching
        1. 14.2.1. Handling sketch relations
          1. 14.2.1.1. Choosing between brevity and longevity
          2. 14.2.1.2. Using sketch Contours
          3. 14.2.1.3. Using underdefined sketches
        2. 14.2.2. Choosing between features and sketches
        3. 14.2.3. Using layout sketches
          1. 14.2.3.1. Layout sketch
          2. 14.2.3.2. Understanding Horizontal Modeling
      3. 14.3. Determining Best Practice for Features
        1. 14.3.1. Selecting feature types wisely
        2. 14.3.2. Using Dome versus Shape versus Freeform
        3. 14.3.3. Selecting Rib feature versus Thin feature
        4. 14.3.4. Pattern/mirror features, faces or bodies
        5. 14.3.5. Sketch on a plane or on a face
        6. 14.3.6. Edit or delete
        7. 14.3.7. Selecting a draft technique
        8. 14.3.8. Deciding to use many or few features
      4. 14.4. Employing Best Practice in Assemblies
        1. 14.4.1. Using layout sketches in assemblies
        2. 14.4.2. Organizing assemblies
          1. 14.4.2.1. Using virtual components
          2. 14.4.2.2. Reorganizing assemblies with in-context references
        3. 14.4.3. Mating with best practice
          1. 14.4.3.1. Mating for position
          2. 14.4.3.2. Analyzing degrees of freedom
          3. 14.4.3.3. Mating for motion
          4. 14.4.3.4. General mating standards suggestions
      5. 14.5. Standardizing Best Practice for In-Context Modeling
        1. 14.5.1. Understanding how in-context and external references work
        2. 14.5.2. Using file management techniques with in-context features
      6. 14.6. Summary
    4. 15. Automating Tasks with the API
      1. 15.1. Recording Macros
        1. 15.1.1. Recording a rectangle sketching macro
          1. 15.1.1.1. Recording the macro
          2. 15.1.1.2. Taking advantage of journal files
        2. 15.1.2. Replaying the macro
          1. 15.1.2.1. Storing your macro
          2. 15.1.2.2. Connecting to a hotkey
          3. 15.1.2.3. Connecting to a custom toolbar button
      2. 15.2. Creating a Macro with a User Form
      3. 15.3. Building the Form
      4. 15.4. Finding Macro Help
      5. 15.5. Summary
    5. 16. Supporting SolidWorks Users
      1. 16.1. Providing Support through an External Organization
        1. 16.1.1. Using the SolidWorks Forums
        2. 16.1.2. Using other social media
        3. 16.1.3. Going beyond technical support
      2. 16.2. Providing Your Own Tech Support
        1. 16.2.1. Troubleshooting hardware and software
          1. 16.2.1.1. Eliminating PEBCAK errors
          2. 16.2.1.2. Determining software bug or data corruption
          3. 16.2.1.3. Distinguishing between hardware failure and setting problem
        2. 16.2.2. Troubleshooting with SolidWorks Rx
          1. 16.2.2.1. Using Problem Capture
          2. 16.2.2.2. Diagnosing with Rx Diagnostics
          3. 16.2.2.3. Troubleshooting your system
          4. 16.2.2.4. Performing regular system maintenance
          5. 16.2.2.5. Understanding Files & Logs
          6. 16.2.2.6. Transferring data to SolidWorks
        3. 16.2.3. Looking past the obvious for solutions
      3. 16.3. Finding Answers to User Questions
      4. 16.4. Summary
    6. 17. Collaboration
      1. 17.1. Sharing Data
        1. 17.1.1. Using the settings
          1. 17.1.1.1. Enable multi-user environment
          2. 17.1.1.2. Add shortcut menu items for multi-user environment
      2. 17.2. Making It Work
        1. 17.2.1. Using Selective Open
        2. 17.2.2. Using Lightweight as a collaboration option
      3. 17.3. Summary
    7. 18. Managing Change
      1. 18.1. Evaluating Your Situation Honestly
        1. 18.1.1. Acting on things you learn
        2. 18.1.2. Thinking like a manager
      2. 18.2. Choosing Your Battles
      3. 18.3. Encouraging Reluctant Users
      4. 18.4. Summary
    8. 19. Rolling out New Service Packs
      1. 19.1. Deciding When or If to Update
        1. 19.1.1. Calculating return on investment
        2. 19.1.2. Making an intuitive decision
        3. 19.1.3. Considering Early Visibility testing
      2. 19.2. Installing a Service Pack
        1. 19.2.1. Applying a service pack to software installed from DVD or download
        2. 19.2.2. Applying a service pack to an Administrative Image
        3. 19.2.3. Applying service packs in SolidWorks 2010
      3. 19.3. Rolling Back a Service Pack
      4. 19.4. Summary
    9. 20. Rolling out New Versions
      1. 20.1. Deciding When to Upgrade
        1. 20.1.1. Weighing software maintenance costs
        2. 20.1.2. Evaluating a new version
          1. 20.1.2.1. Upgrading as an option
          2. 20.1.2.2. Taking into account third-party issues
        3. 20.1.3. Implementing a new version
          1. 20.1.3.1. Going Cold Turkey
          2. 20.1.3.2. Phasing in by group
          3. 20.1.3.3. Phasing in by project
          4. 20.1.3.4. Failed implementations
          5. 20.1.3.5. Training
          6. 20.1.3.6. Installing
          7. 20.1.3.7. Working with upgraded installations where Toolbox already exists
          8. 20.1.3.8. Other libraries
      2. 20.2. Getting a Fresh Install
        1. 20.2.1. Taking care of activations
        2. 20.2.2. Uninstalling SolidWorks
        3. 20.2.3. Wiping the SolidWorks registry
        4. 20.2.4. Using Ccleaner
      3. 20.3. Summary
  9. IV. SolidWorks Workgroup PDM
    1. 21. Introducing SolidWorks Workgroup PDM
      1. 21.1. You Need Product Data Management
        1. 21.1.1. PDM is not the solution to everything
        2. 21.1.2. Discovering how PDM works
        3. 21.1.3. The vault
        4. 21.1.4. Organizing data into folders with PDM
      2. 21.2. Implementing Workgroup PDM
        1. 21.2.1. Implementing general PDM
        2. 21.2.2. Mapping the road ahead
          1. 21.2.2.1. File naming non-negotiable
          2. 21.2.2.2. Using installation best practice
          3. 21.2.2.3. Attempting unsupported cross-platform installations
        3. 21.2.3. Planning for the Workgroup PDM Viewer
      3. 21.3. Preparing for Vault and Client Maintenance
        1. 21.3.1. Utilizing your backup plan
        2. 21.3.2. Performing vault maintenance
          1. 21.3.2.1. Service pack updates
          2. 21.3.2.2. Major version upgrades
        3. 21.3.3. Moving the vault
      4. 21.4. Summary
    2. 22. Installing and Configuring the Vault
      1. 22.1. Installing the Workgroup PDM Vault and VaultAdmin Tool
      2. 22.2. Configuring the Vault
        1. 22.2.1. Vault Settings
          1. 22.2.1.1. Vault information
          2. 22.2.1.2. Vault Lock
          3. 22.2.1.3. Global settings
          4. 22.2.1.4. Administrators
          5. 22.2.1.5. On vault startup
          6. 22.2.1.6. Viewing with eDrawings
          7. 22.2.1.7. Delete, Rollback, Archive documents
          8. 22.2.1.8. Vault Log
          9. 22.2.1.9. Search
          10. 22.2.1.10. Revision Scheme
          11. 22.2.1.11. Revision Table
          12. 22.2.1.12. Projects
            1. 22.2.1.12.1. Archive
            2. 22.2.1.12.2. Bulk Check In
          13. 22.2.1.13. Lifecycle
          14. 22.2.1.14. Properties
          15. 22.2.1.15. Standard Libraries
            1. 22.2.1.15.1. Using vaulted libraries
            2. 22.2.1.15.2. Setting up Toolbox Multi-user Network Installation
            3. 22.2.1.15.3. IsFastener and IsToolbox properties
          16. 22.2.1.16. Triggers
      3. 22.3. Summary
    3. 23. Establishing Permissions and Managing Toolbox
      1. 23.1. Assigning Users and Groups
        1. 23.1.1. Assigning users
        2. 23.1.2. Assigning groups
      2. 23.2. Establishing a Project Folder Scheme
        1. 23.2.1. Recognizing limits
        2. 23.2.2. Looking to future development
      3. 23.3. Using Lifecycle
      4. 23.4. Assigning Permissions
      5. 23.5. Using Toolbox with Workgroup PDM
        1. 23.5.1. Handling configurations in Workgroup PDM
        2. 23.5.2. Recognizing Toolbox parts
        3. 23.5.3. Using the IsFastener and IsToolbox properties
      6. 23.6. Establishing Libraries inside the Workgroup PDM Vault
      7. 23.7. Summary
    4. 24. Establishing Client Best Practice
      1. 24.1. Accessing the Workgroup PDM User Interface
        1. 24.1.1. Using SolidWorks Explorer
        2. 24.1.2. Using the SolidWorks add-in client
      2. 24.2. Establishing Workgroup PDM Client Options
        1. 24.2.1. The Local tab
        2. 24.2.2. The References/Where Used tab
        3. 24.2.3. The Vault tab
        4. 24.2.4. The Command Defaults tab
        5. 24.2.5. The Folders tab
        6. 24.2.6. The Labels tab
        7. 24.2.7. Using the Right Mouse Button menu
        8. 24.2.8. Searching in Workgroup PDM
        9. 24.2.9. Running reports in Workgroup PDM
        10. 24.2.10. Checking in associated documents
        11. 24.2.11. Creating attachments
        12. 24.2.12. Collaborating with other users
        13. 24.2.13. Using Lifecycle settings
        14. 24.2.14. Distilling recommended SolidWorks settings
        15. 24.2.15. Getting the most from the software through general options
      3. 24.3. Summary
  10. V. Appendixes
    1. A. Online Help Resources
      1. A.1. Accessing the SolidWorks Customer Portal
      2. A.2. Getting Information from SolidWorks User Blogs
      3. A.3. Accessing Help on Non-SolidWorks CAD Administration Blogs
      4. A.4. Using Social Media Sites to Connect
        1. A.4.1. Twitter
        2. A.4.2. Facebook
        3. A.4.3. LinkedIn
        4. A.4.4. Design World
    2. B. Sources for Standards
      1. B.1. General Services Administration
      2. B.2. American Society of Mechanical Engineers
      3. B.3. American National Standards Institute
      4. B.4. American Society of Testing and Materials
      5. B.5. Deutsches Institut für Normung (DIN)
      6. B.6. International Organization for Standardization
      7. B.7. Japanese Industrial Standards (JIS)
      8. B.8. National Institute of Standards and Testing
      9. B.9. Society of Automotive Engineers International
      10. B.10. Concerning ASME or Other Standards
      11. B.11. Establishing the Need for Standards
    3. C. Tools, Options, Menu Settings
      1. C.1. System Options
        1. C.1.1. General Settings
        2. C.1.2. Drawings
          1. C.1.2.1. Display Style
          2. C.1.2.2. Area Hatch/Fill
        3. C.1.3. Colors
        4. C.1.4. Sketch
        5. C.1.5. Relations/Snaps
        6. C.1.6. Display/Selection
        7. C.1.7. Performance
        8. C.1.8. Assemblies
        9. C.1.9. External References
        10. C.1.10. Default templates
        11. C.1.11. File Locations
        12. C.1.12. FeatureManager
        13. C.1.13. Spin Box Increments
        14. C.1.14. View
        15. C.1.15. Backup/Recover
        16. C.1.16. Hole Wizard/Toolbox
        17. C.1.17. File Explorer
        18. C.1.18. Search
          1. C.1.18.1. Indexing performance
          2. C.1.18.2. Dissection
        19. C.1.19. Collaboration
        20. C.1.20. Advanced
      2. C.2. Document Properties
        1. C.2.1. Drafting standard
          1. C.2.1.1. Annotations
          2. C.2.1.2. Dimensions
          3. C.2.1.3. Centerlines/Center marks
          4. C.2.1.4. DimXpert
          5. C.2.1.5. Tables
          6. C.2.1.6. View Labels
          7. C.2.1.7. Virtual Sharps
        2. C.2.2. Detailing
          1. C.2.2.1. Display filter
          2. C.2.2.2. Text scale
          3. C.2.2.3. Always display text at the same size
          4. C.2.2.4. Display items only in the view in which they are created
          5. C.2.2.5. Use assembly setting for all components
          6. C.2.2.6. Hide dangling dimensions and annotations
        3. C.2.3. Grid/Snap
        4. C.2.4. Units
        5. C.2.5. Fractions
        6. C.2.6. Line font
        7. C.2.7. Line style
        8. C.2.8. Line thickness
        9. C.2.9. Colors
          1. C.2.9.1. Curvature
          2. C.2.9.2. Apply same color to wireframe, HLR, and shaded
          3. C.2.9.3. Ignore feature colors
        10. C.2.10. Image quality
          1. C.2.10.1. Deviation
          2. C.2.10.2. Optimize edge length
          3. C.2.10.3. Apply to all referenced part documents
          4. C.2.10.4. Save tessellation with part document
          5. C.2.10.5. Wireframe and high quality HLR/HLV resolution
        11. C.2.11. Plane display
        12. C.2.12. Sheet metal