epdm培训高级补充

1、Enterprise PDM SeminarAgendaCreating DrawingsFile Save AsCheck In/OutAssembly Release ChecklistViewing File HistoryPDM SearchCopy TreeRevision ProcessAgendaPurchased Parts in the VaultSharing FilesManually Add File ReferencesSolidworks Add-inWeldment CutlistWhats NewDrawing StandardsBills of Materia

2、lCreating DrawingsCreating Drawings in EPDMRight Mouse Button (RMB) in the projects Mechanical Drawings folder.Select “New” and then the file type.AutoCADInventorSolidworksAssign Part NumberThe Data Input card will pop up.For ABCO drawings, press the “Get ABCO Part Number” button.Paste the ABCO part

3、 number in the field.If using Customer supplied drawing numbers, manually enter the number.Alternate File CreationCreate file in SolidworksSave asUse the Right Mouse Button function: Generate Serial to acquire a new ABCO drawing number.Be sure to copy the number into memory.Paste into the data cards

4、 drawing number area.Data CardFill in the rest of the data card.A description is required.Press the “OK” buttonConfirmationA confirmation screen will pop up.Check all entered data for errors.Press “Open File” to open the new file in the Solidworks or.Press “Create File” to create a blank drawing in

5、the folder.File Save AsFile Save asWhen using “File Save As.” to make a copy of an un-released part:Use the Right Mouse Button function: Generate Serial to acquire a new ABCO drawing number.Be sure to copy the number into memory.Paste into the data cards drawing number area.File Save asFile Save asC

6、opy the new drawing number (Ctrl-C)File Save asPaste the new drawing number (Ctrl-V)Check In/OutCheck InOnce a new drawing is started in PDM, it is local to your computer and not on the PDM server.Use the Check In command to save your drawing to the network PDM server.You will get a warning when you

7、 try to check in a Solidworks, Autocad or Inventor drawing whose file name is already in the vault.Once a drawing is checked in it is available for anyone with access to view or print based on permissions.Check In and keep Checked OutSelect “Keep Checked Out” to save to the server and keep working o

8、n your drawing.Check In of duplicate fileIf you try to check in a file with a filename that is already in the vault you will get a warning.Check to see if the duplicate filename is the same or different than the file you are trying to check in.If the files are the same:Delete the file you are trying

9、 to check in.Substitute the file already in the vault into your assembly.If the files are different you must change the filename and part number.Check In of AssembliesAssembly Check In will show all file references.All files are selected to be checked in by default.Check In of DrawingsDrawing Check

10、In will show all file references.All files are selected to be checked in by default.Check Out of AssembliesAssembly Check Out will show all file references.Only the assembly will be checked out by default.Select other files to check out by clicking the check boxesDo not check out all files in an ass

11、embly, especially if the detailing stage has begun.Assembly Release ChecklistCheck to be sure all purchased parts in the local project folder have correct data cards and information.Check that all manufactured parts have already have passed through the checking process and are ready to be released a

12、s well.Do not release an assembly if there are unreleased parts.Make sure the parts are already released or are in the “Purchased Part” or “Checked” state.Be sure to manually check all files that need to transition to released with the assembly. Scroll through the file list and manually check the fi

13、les that need to change state along with the assembly.Although this may take some time before a release, it takes more time to fix mistakes afterwards.File HistoryViewing File HistoryYou can view the history of version and state changes for files. To view a files history:Select a file and click the

14、History icon (Windows Explorer toolbar) or right-click the file and select History.In the History dialog box, select a version of the document and click ViewViewing File HistoryClick Print to send a complete History to the printer.PDM SearchEnterprise PDM SearchRight Mouse Button over the Windows St

15、art Menu and select “Enterprise PDM Search”Select this item to search in PDMCustomer SearchUse the Customer search to find project folders associated with a customer name.Use the pull down menu to select from a list of ABCO customers or type a customer name in the Customer field.Customer Search Resu

16、ltCustomer name = BuckeyeSearch word = BuckeyeResultsShows the main folder and subfolders that are associated with the CustomerFolder Data CardProject Manager SearchUse the project manager field to search for project folders that are associated with a specific Project Manager.Use the pull down menu

17、to select from a list of ABCO Project Managers or type in a name.Project Manager Search ExampleSelect a Project Manager from the drop down list or type in a nameResultsShows the main project folder and subfolders that are associated with the Project ManagerProject Name SearchUse the project name sea

18、rch to find a project folder based on a keyword.Type a Keyword in the Project Name field.Example = ToborResultsShows the main project folder and subfolders that are associated with the keywordFolder Data CardPart Number SearchUse the part number field to search for either an ABCO drawing or a vendor

19、 part.Type in a part number or vendor name in the field.Part Number Search ExampleSearch for ABCO-100404Type in ABCO-100404ResultsAll files with ABCO-100404 as the Part NumberFile Data CardPart Number Search ExampleSearch for vendor name “SMC” in the Part Number field.Type in “SMC”ResultsAll files S

20、MC as the Part NumberPart Description Search ExampleSearch for “bracket” in the Part Description field.Type in “Bracket”ResultsAll files that have the keyword “bracket” in the DescriptionCopy TreeCopy TreeThis is the PDMWE version of “Pack and Go”Copies files into and out of the Vault.Best used for

21、copying a released part and its drawing file to a new drawing number.Allows re-use of an existing design without losing the drawing file.Copy TreeMake sure that the drawing and part are selected.Press the “Transform” button and select “Add Prefix.”Copy TreeAdd “NEW_” as the prefix.Copy TreeSelect th

22、e Destination FolderCopy TreePress “Copy”Copy TreeThe copied files are shown and are checked out.Copy TreeThe files have to be checked in and then checked out before renaming the files.Copy TreeAssign a new Drawing Number.Change any other card data that pertains to the new part.Copy TreeThe file nam

23、es can now be changed by using Cut and Paste of the drawing number to the file name.Opening and saving the Drawing will transfer the new data card properties to the drawing data card.Revision ProcessRevision ProcessTo revise a Released drawing, the state must be changed to Under Revision. For Solidw

24、orks Drawings, the associated Part or Assembly must change state along with the drawing. AutoCAD drawings are not dependent on any other files.The titleblock drawing status will automatically be changed to “UNDER REVISION DO NOT MANUFACTURE”. The file(s) are now in the Under Revision state. Add a de

25、tailed comment in the transition so that others may know why the file is not Released and what is changing.Revision ProcessSelect Both Drawing and Part/Assy File(s) at the same time to ensure all follow the same revision letter.Change the state to Under RevisionRevision ProcessAdd a detailed comment

26、 stating the intended changes for this revision.Revision ProcessMake changes and check files back in.Change state on both files to Ready for Checking.Revision ProcessAdd comment for checker.The checker will receive an email notification.Revision ProcessThe checker will check the drawing and either A

27、pprove or Not Approve the drawing by changing the state on the files to either Checked or Not Approved by CheckerRevision ProcessThe checker will add comments on why the drawing is not approved.Revision ProcessDesigner corrects drawing.Designer re-submits drawing for checking.The designer adds a com

28、ment for the checker.Revision ProcessThe Lead ME will Release the files after they are Checked.Release drawing files from the PDM Explorer window only.Releasing from within Solidworks will crash the batch print and pdf export routines.The transition comments for the Release state change must contain

29、 all the revision changes made. The Revision level is incremented by one letter and the titleblock drawing status will automatically be changed to “RELEASED FOR CONSTRUCTION”.The PDM system will then generate a PDF and prompt for the user to print the files.Revision ProcessPurchased PartsPurchased P

30、artsSearch the vault for purchased items before downloading a model from the vendor.If found, share the item to the project folder using the Paste Shared feature.Purchased PartsImport the STEP file into Solidworks.Save the file into the Project Folder.Use the same vendor name as used in the Purchase

31、d Parts folder.Use the correct part number as part of the file name except when there is a conflict with Windows file name characters (ex: /)Example: MISUMI PSFJW16-60-M6-N6Purchased PartsPurchased PartsThe Data Card must now be filled out correctly.By Default, the file name is inserted into the Con

32、figuration Tab but not any other configuration tab. Copy and paste the part number to the Default (non ) configuration tab.This ensures that the part number is propagated across all configurations.Purchased PartsThe Data Card must now be filled out correctly.Fill in the DescriptionSelect Purchased f

33、rom the File Type.Add Material and Finish if known.Add useful vendor information in the Comments section.Purchased PartsDrag and drop file into vault.Default values for data cardPurchased PartsDefault values for “Default” configuration. Purchased PartsFill in all card fields with vendor information.

34、Purchased PartsValues added in one configuration populate across all configurations.Purchased PartsPurchased Parts must be Released or in the Purchased Parts state in order for View/Print/Search clients to see the part in the context of a released assembly.Vendor Items should not be transitioned to

35、Ready for Detailing or Ready for CheckingRelease the vendor item to Revision A when the part is completed.The PDM Administrator will move the file to the Purchased Parts state after a drawing release.Sharing FilesSharing FilesYou can share a file between two or more project folders so that changes m

36、ade to it are automatically updated in all locations in the vault.Shared files are marked with a yellow plus-sign in the icon in the Windows Explorer view. Sharing FilesUse this feature when using an existing ABCO drawing (and its part/assy) in another project folder.Use this feature to copy vendor

37、items from the Purchased Parts folder into a project folder.The administrator will copy purchased parts from a project folder into the Purchased Parts libarary.Sharing FilesTo share files:Right-click the file and select CopyRight-click the destination folder and select Paste Shared.Sharing FilesTo w

38、ork with shared files:Check the file out from the source location or a shared location.All other instances of the file are checked out.Open and edit the file from the location where you checked it out.Check the file in to the same location.The modifications are saved to all instances of the file.Sha

39、ring FilesTo see other folders where a file is shared: RMB on the file and select Properties.Manually Adding File ReferencesManually Adding File ReferencesYou can create references (links) between documents such as PDFs, spreadsheets, and images so that when you open the parent file, you can open re

40、ferenced documents at the same time.Examples:Reference an Autocad drawing with a Solidworks model.Manually Adding File ReferencesRight-click the parent file and select Check Out.Right-click the files you want to reference and select Copy.Right-click the parent file and select Paste as Reference.Clic

41、k OK.Check in the parent file.To verify the references, select the parent file and select the Contains tab. References you add manually also appear in the parent files Bill of Materials.Manually Add File ReferencesSolidworks Add-inSolidworks Add-InSolidworks Add-InWeldment CutlistWeldment CutlistThe

42、 weldment cutlist now appears in the PDM Explorer BOM tabWhats new in 2009Whats new in 2009Vault Properties for Lightweight AssembliesThe Enterprise PDM task pane shows full vault information for all lightweight components, including the version number, check-out status, and workflow state. Earlier

43、releases of Enterprise PDM displayed the component name for lightweight components.Whats new in 2009Drawings Included in Check-InsWhen you check in an assembly or part, the Check In dialog box automatically includes related drawings.The related drawing can be in the current folder or in a folder els

44、ewhere in the vault. By default, Enterprise PDM checks the entire vault for related drawings you have checked out.Whats new in 2009References to Parts Update AutomaticallyIf you copy, move, or rename a part or assembly, Enterprise PDM records the new relative location of the files when you check the

45、m in.While Enterprise PDM supported copying, renaming, and moving parts and assemblies in earlier releases, it did not record their relative locations. As a result, dialog boxes did not show related files at check in or check out after the copy or other operation.Whats new in 2009Notifications for State ChangesA state change operation that affects multiple files produces a single no