Everything You Need to Know About Secure File Management through a Product Data Management (PDM) System

[fa icon="calendar"] March 11, 2021 / by Rob Stoklosa

Rob Stoklosa

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Product development is an intricate and collaborative process. Yet, aspects of one product can cross over to another and serve as a baseline for your CAD team. The right tools improve productivity and enhance the assets you already have available to you.

 

Secure file management is an essential element of protecting your intellectual property while still allowing your team to collaborate and repurpose existing designs for added efficiency. We'll explain the benefits of product data management systems, the basic features, and how you can get started on SOLIDWORKS PDM. We will also demonstrate how fast and easy the SOLIDWORKS PDM Standard setup process can be with TPM's Quick Vault.

 

Benefits of Product Data Management (PDM) Systems

From the quality assurance team to project managers, your entire organization can benefit from a product data management system. Here's a look at some of the benefits of adopting an approach like SOLIDWORKS PDM in your business:

  1. File management to make repurposing existing designs simple
  2. File security based on user role or permission status
  3. Manage costs and reduce development errors
  4. Increase team productivity, thereby decreasing product development cycle times
  5. Achieve regulatory compliance
  6. Use your operational resources to the fullest
  7. Improve collaboration among distributed teams
  8. Offer great insights into business decision-making
One of the essential benefits SOLIDWORKS PDM software provides is securing and protecting your intellectual property files. Everything about your product development process is proprietary. Give it the protection it deserves with secure file vaulting while still allowing individual users to repurpose those files and projects.

 

Secure File Vaulting

Product designs are proprietary documents. Protecting these designs is essential to business operations. Centralize your product designs and place them in a secure file vault where you choose the users permitted to access this data. These secured files can be called upon and used when your team needs them for another product. You can rest assured that unauthorized users can't review or remove these files from your business. 

Establish authorizations by a user or by a user role. That way, the people who need access to existing design files can easily repurpose them for new projects while protecting the information.

File Management

Maintain your data in one place using software designed for CAD teams—Control file access based on user role to oversee editing and viewing rights. File versioning ensures your team is always working on the latest file while preserving old data to provide you with an option to revert to it as needed.

 

Move your files seamlessly from one folder to another as you work through the product development lifecycle. As you navigate your files, file names and locations update, so you never have a broken reference requiring precious work time.

Design and Reuse

Quickly locate and reuse existing design data to save time and control costs. You can create a framework for quickly locating and reusing, or repurposing existing design data. Instead of spending time trying to find or recreate preliminary designs on shared drives or local workstations, you can use SOLIDWORKS PDM tools to locate them quickly.

 

Revision Management

Revision Management allows you to see a complete revision history with times, people, and changes. Users with the permissions to do so can choose to revert a file to an old version with a button click. This process avoids costly and time-consuming errors to keep your project on track.

 

Audit Trail

Audit Trail allows you to maintain a complete history of your product design, engineering, and development activities for reporting and auditing purposes.

 

 

House and View eDrawings

SOLIDWORKS PDM can house documents from eDrawings® and AutoCAD® for viewing and collaborating.

Integrated Search

Save time and reduce development costs through design reuse by quickly finding needed data across various file types using the powerful searching tools PDM offers. You can quickly perform file content searches on multiple data types (such as CAD files, Microsoft Word documents, Excel® spreadsheets, Outlook® emails, and image files). The integrated search function in SOLIDWORKS PDM allows you to locate records using a range of search criteria (including name, date, metadata, and workflow status).

 

Setting Up SOLIDWORKS PDM with TPM Quick Vault

At TPM, we understand that the setup can be a hassle for you as well - we have thought about that too! TPM helps make your SOLIDWORKS PDM Standard setup easy with our all-new Quick Vault. Quick Vault is our pre-configured, custom template based on our many years of industry experience. Quick Vault utilizes industry best practices, taking advantage of everything SOLIDWORKS PDM Standard offers, allowing you to have a fast setup of document management for your team. With Quick Vault, we utilize seven simple steps to get your team up and running with SOLIDWORKS PDM in no time:

  1. We install SOLIDWORKS PDM Standard (License Manager and SQL Server Express included)
  2. Import TPM Quick Start Vault
  3. Configure users, groups, folders, and permissions
  4. Basic user training
  5. Backup plan
  6. Go-Live
  7. Project close-out

 

Does SOLIDWORKS PDM or Quick Vault interest you?

Learn more about SOLIDWORKS PDM by completing our interest form below this blog. We'll answer all your questions and respond with more detailed information and pricing based on your organization's needs.

Rob Stoklosa

Written by Rob Stoklosa

TPM Technical Solutions Consultant, Manufacturing

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