Administering SOLIDWORKS PDM Professional


3 Days



Recommended Experience Level

  • Experience with the Windows operating system


This Administering SOLIDWORKS PDM course teaches participant how to use all of the administrative functions of the SOLIDWORKS PDM Professional software. It equips administrators to successfully manage their company’s use of PDM and to support the PDM users in their daily activities.

Recommended For

  • New administrators of an existing PDM Professional implementation
  • Designated administrators of customers anticipating PDM Professional implementation
  • PDM Professional administrators without previous training or needing a refresh / update of admin skills

Course Outline


  • About This Course
  • More SOLIDWORKS Training Resources

Lesson 1: Installation Planning

  • Planning for SOLIDWORKS PDM Professional
  • The Planning Process
  • Training Scenario
  • The Installation Process

Lesson 2: Administration Tool

  • SOLIDWORKS PDM Professional Administration Tool
  • Case study: Create a New File Vault
  • Create a Local File Vault View
  • Setup Overview

Lesson 3: Folder Card Creation

  • Data Cards
  • Anatomy of a Data Card
  • Case Study: Design a Folder Data Card

Lesson 4: File and Search Cards

  • Importing Data Cards
  • Case Study: Design a File Data Card
  • Case Study: Design a Search Data

Lesson 5: Column and Bill of Materials (BOM) Views

  • Columns
  • Case Study: Columns
  • Bill Of Material
  • Case Study: BOM

Lesson 6: Workflow

  • Workflows
  • Categories
  • Case Study: Create Categories
  • Case Study: Create New Workflow
  • Revisions
  • Case Study: Create New Revision Schemes
  • Drawing Revision Tables
  • Case Study: CAD Files Revision Scheme

Lesson 7: Notifications and Tasks

  • Notifications
  • Case Study: Assign Notifications
  • Case Study: Convert Task

Lesson 8: Folder Templates

  • Templates
  • Case Study: Folder Template

Lesson 9: File Templates

  • File Templates
  • Case Study: File Template
  • Templates with Other File Types
  • Case Study: ACME Specifications Template

Lesson 10: Data Migration

  • Migrating Legacy Data
  • Case Study: Data Migration
  • Migrating Revisions

Lesson 11: Vault Backup

  • Backing Up File Vaults

Appendix A: File Types and Settings

  • File Types
  • User Settings

Appendix B: Data Import/Export

  • Import and Export ERP Data
  • Case Study: Alias Set
  • Case Study: Export Rule
  • Case Study: Import Rule

Appendix C: Toolbox Setup

  • Toolbox Setup

Appendix D: Routing Setup

  • Routing Setup

Appendix E: CircuitWorks Setup

  • CircuitWorks Setup

Course Schedule

07dec(dec 7)8:30 am09(dec 9)4:30 pmAdministering SOLIDWORKS PDM Professional - Online DecemberRegistration Closed

11jan(jan 11)8:30 am13(jan 13)4:30 pmAdministering SOLIDWORKS PDM Professional - Online January

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