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Question 1. When creating a new vault, which vault type should be selected for a production environment that requires full PDM functionality? A) Basic B) Professional C) Express D) Starter Answer: B Explanation: The Professional vault type provides the complete set of PDM features, including workflow, revision control, and advanced security, making it suitable for production use. Question 2. In the Archive Server configuration, which port is used by default for client connections to the Archive Server? A) 1433 B) 8080 C) 1515 D) 443 Answer: C Explanation: The default port for the Archive Server is 1515, which handles communication between PDM clients and the server. Question 3. Which SQL Server login is required for the PDM Administrator to perform database maintenance tasks? A) guest B) sa C) public D) pdm_admin Answer: B
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Explanation: The “sa” (system administrator) login has the necessary privileges to manage the PDM database, including backup and restore operations. Question 4. When setting up a Local View for a client, what is the primary purpose of a “Local View”? A) To store a copy of the vault on the server B) To allow users to work offline with a synchronized copy of selected files C) To create a backup of the entire vault D) To provide read‑only access to the vault Answer: B Explanation: A Local View creates a synchronized, offline copy of selected vault folders, enabling users to work without a constant network connection. Question 5. Which method allows you to import multiple Windows domain users into PDM at once? A) Manual entry of each user B) Import from CSV file C) Active Directory import wizard D) LDAP synchronization script Answer: C Explanation: The Active Directory import wizard reads domain users directly from AD and creates corresponding PDM user accounts in bulk. Question 6. In PDM, which permission level allows a user to delete files from a folder? A) Read B) Write C) Delete
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B) Integer C) Text D) Currency Answer: B Explanation: An Integer variable holds whole numbers without fractional components. Question 10. In the Card Editor, which control is best suited for selecting a value from a predefined list that may change over time? A) Edit Box B) Checkbox C) Combo Box with dynamic list D) Radio Button Answer: C Explanation: A Combo Box linked to a dynamic list can be updated centrally, reflecting changes across all cards that use it. Question 11. Which control logic option would you use to automatically set a variable to the current user’s Windows login name? A) Default value formula “%CurrentUser%” B) Checkbox default “True” C) Combo Box static list D) Edit Box with no default Answer: A Explanation: The “%CurrentUser%” token inserts the Windows login of the user performing the check‑in.
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Question 12. How can you enforce that a file cannot transition to the “Approved” state until the “Material” variable is populated? A) Add a required field on the card B) Set a transition condition based on the “Material” variable being not empty C) Use a workflow script to lock the state D) Disable the “Approved” state for all users Answer: B Explanation: Transition conditions can reference variables; the file will only move when “Material” contains a value. Question 13. Which workflow element defines the possible actions a file can take after a state change? A) Transition B) Condition C) Action D) State Answer: A Explanation: A Transition connects two states and can include actions, conditions, and automatic triggers. Question 14. What is the purpose of a “Parallel Transition” in a workflow? A) To allow a file to move to multiple states simultaneously B) To require multiple approvals before proceeding to the next state C) To duplicate a file into two separate branches D) To create a loop in the workflow Answer: B
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C) Versions are only for drawings; revisions are for parts D) There is no difference; they are synonymous Answer: B Explanation: Every check‑in creates a new version; a revision is a special version that indicates a formal release. Question 18. Which feature allows administrators to automatically move older file versions to a secondary storage location? A) Cold Storage B) Archive Server replication C) Version pruning script D) SQL Server compression Answer: A Explanation: Cold Storage policies define rules for migrating or deleting obsolete versions to conserve primary storage. Question 19. To revert a file to a previous approved revision without losing the current version history, which operation should be performed? A) Delete the current version B) Rollback to the selected revision C) Export and re‑import the file D) Create a new copy of the file Answer: B Explanation: The Rollback function restores the selected revision as the latest version while preserving the full history.
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Question 20. When configuring a BOM column to display the “Vendor” variable, which property must be set on the column definition? A) Data Type = Text B) Show in Search = Yes C) Variable Mapping = Vendor D) Width = 100 Answer: C Explanation: Mapping the column to the “Vendor” variable tells PDM which data to display in that BOM column. Question 21. Which type of BOM is generated automatically by PDM based on the assembly structure in the CAD model? A) Named BOM B) Computed BOM C) Manual BOM D) Snapshot BOM Answer: B Explanation: A Computed BOM is dynamically built from the assembly’s component hierarchy each time it is viewed. Question 22. How can a non‑CAD item such as “Lubricant” be linked to a CAD part within PDM? A) By attaching it as an external reference file B) By creating an Item and adding a relationship to the part’s card C) By embedding it in the part’s PDF file D) By renaming the part file to include “Lubricant” Answer: B
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C) Run Script D) Export to DWG Answer: B Explanation: The “Create PDF” Task Host action converts the part to PDF immediately after check‑in. Question 26. What is the primary advantage of using groups instead of assigning permissions to individual users? A) Groups allow read‑only access only B) Permissions are easier to manage and scale C) Groups bypass workflow restrictions D) Individual permissions are automatically inherited from groups Answer: B Explanation: Groups simplify security administration by applying the same set of permissions to many users at once. Question 27. Which permission must be granted to a user to allow them to edit the content of a card’s layout? A) Edit Cards B) Manage Users C) Update Variables D) View History Answer: A Explanation: The “Edit Cards” permission provides rights to modify card designs in the Card Editor.
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Question 28. In a workflow, which element can be used to automatically send an email notification when a file enters the “Under Review” state? A) Transition Condition B) Transition Action – Send Notification C) State Description D) Workflow Variable Answer: B Explanation: The “Send Notification” action attached to a transition triggers an email when the file moves to the specified state. Question 29. Which variable type is most appropriate for storing a part’s weight with two decimal places? A) Integer B) Text C) Double D) Date Answer: C Explanation: The Double type supports floating‑point numbers, allowing precise representation of weight values. Question 30. When defining a revision scheme that uses letters (A, B, C …), what happens after the letter “Z” is reached? A) The scheme stops and requires manual input B) It rolls over to “AA” C) It resets to “A” D) It throws an error Answer: B
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C) Card validation rule D) Task Host script Answer: C Explanation: Card validation rules can enforce that required variables are populated before allowing a checkout operation. Question 34. In the Card Editor, what does the “Inherit from parent” setting do for a variable on a file card? A) Copies the variable value from the folder card at check‑in time B) Locks the variable so it cannot be edited C) Deletes the variable from the file card D) Creates a new variable with a unique ID Answer: A Explanation: “Inherit from parent” pulls the variable’s value from the containing folder’s card, ensuring consistency. Question 35. Which of the following best describes a “Task Host” in PDM? A) A database server that stores vault metadata B) A Windows service that runs automated tasks such as PDF creation or file conversion C) A client‑side tool for viewing vault contents D) An Active Directory group for workflow approvals Answer: B Explanation: The Task Host runs background processes that perform automated actions on files as they are checked in or out. Question 36. When configuring a workflow transition, which option determines whether the transition can be triggered manually by a user?
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A) Automatic only B) Manual only C) Both automatic and manual D) Disabled Answer: C Explanation: Selecting “Both automatic and manual” allows the transition to be executed by system events and by user action. Question 37. What is the effect of enabling “Require comment on transition” in a workflow state? A) Users must enter a comment each time they move a file out of that state B) The comment field becomes read‑only C) The comment is automatically generated by the system D) No effect; it is only for documentation purposes Answer: A Explanation: This setting forces users to provide a comment, ensuring traceability for state changes. Question 38. Which of the following is a recommended practice for naming vaults? A) Use all lowercase letters without spaces B) Include the department name and a version number C) Use a random string of characters D) Name the vault after the server hostname Answer: B Explanation: Including the department and version helps identify the vault’s purpose and facilitates future upgrades.
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Answer: B Explanation: The “Unique” flag enforces that no two files can share the same value for that variable. Question 42. Which workflow state property determines whether a file can be checked out while in that state? A) Allow Checkout B) Enable Editing C) Read‑Only D) Lock State Answer: A Explanation: The “Allow Checkout” property specifies if users may check out files when they are in the given state. Question 43. What is the purpose of a “Search Card” in PDM? A) To define the layout of the file’s metadata display B) To specify the fields that appear in the quick‑search dialog C) To store workflow transition actions D) To manage user permissions Answer: B Explanation: A Search Card determines which variables are searchable and displayed in the search results window. Question 44. Which option in the Revision Scheme dialog defines how revision numbers are incremented? A) Increment by 1, 5, or 10 B) Use alphabetical sequence only
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C) Manual entry only D) Auto‑reset after 9 Answer: A Explanation: The scheme can be set to increment by a specific numeric step, such as 1, 5, or 10. Question 45. In the context of PDM, what does “Cold Storage” primarily help organizations achieve? A) Faster file retrieval times B) Reduced server storage costs by moving infrequently used versions off‑line C) Automatic encryption of all files D) Real‑time replication across sites Answer: B Explanation: Cold Storage policies archive or delete older versions, decreasing the amount of active storage required. Question 46. Which of the following is a valid reason to use a “Computed BOM” instead of a “Named BOM”? A) To capture a snapshot of a design at a specific point in time B) To reflect real‑time changes in the assembly structure automatically C) To allow users to edit the BOM manually D) To store BOM data in an external Excel file Answer: B Explanation: Computed BOMs are generated on demand from the current assembly, always reflecting the latest structure. Question 47. When troubleshooting a “Could not connect to Archive Server” error, which service should you verify is running on the server?
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Question 50. Which of the following is the correct sequence for moving a file from “Initiated” to “Released” using a typical workflow? A) Initiated → Under Review → Approved → Released B) Initiated → Released → Under Review → Approved C) Initiated → Approved → Under Review → Released D) Initiated → Draft → Released → Under Review Answer: A Explanation: A common progression follows Initiated → Under Review → Approved → Released, reflecting design, review, approval, and release stages. Question 51. Which permission is required for a user to create a new folder within a vault? A) Write B) Delete C) Create Folder (Administrative) D) Read Answer: C Explanation: Creating new folders is an administrative action; the “Create Folder” permission must be granted. Question 52. When defining a variable that should automatically capture the file’s creation date, which default value should be used? A) %CurrentDate% B) %CreationDate% C) %FileDate% D) %Now%
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Answer: B Explanation: %CreationDate% inserts the date the file was originally added to the vault. Question 53. Which of the following best describes the purpose of “State Permissions” in a workflow? A) To assign users to groups B) To control what actions are allowed on files while they are in a specific state C) To define the visual color of the state icon D) To set the revision scheme for the state Answer: B Explanation: State Permissions dictate allowable operations (checkout, edit, delete, etc.) for files residing in that state. Question 54. In PDM, what is the effect of setting a variable’s “Default Value” to a formula that references another variable? A) The variable becomes read‑only B) The value is calculated dynamically at check‑in based on the referenced variable’s current value C) The formula is ignored unless manually entered D) The variable cannot be edited by any user Answer: B Explanation: Formulas compute the default value at the time of data entry, using the latest values of referenced variables. Question 55. Which of the following actions can be assigned to a workflow transition? A) Set Variable, Increment Revision, Send Notification, Run Script B) Change User Password, Delete Vault, Create Backup, Install Updates
