Administering SOLIDWORKS PDM Professional

Length: 2 days


Prerequisites: Completed Using SOLIDWORKS PDM Professional course, basic experience with the SOLIDWORKS PDM Professional software, experience with the Windows™ operating system, and knowledge of SOLIDWORKS PDM Professional file structure and referencing.


Description: The focus of this course is on the fundamental skills and concepts central to the successful use of SOLIDWORKS PDM Professional. The intended audience for this course is anyone who will setup and/or administer SOLIDWORKS PDM Professional.


The topics covered in this course are:



Lesson 1: Installation Planning

  • Planning for SOLIDWORKS PDM Professional

  • The Planning Process

  • Training Scenario

  • The Installation Process




Lesson 2: The Administration Tool
  • SOLIDWORKS PDM Professional Administration Tool

  • Creating a SOLIDWORKS PDM Professional File Vault

  • Case Study: Create a New File Vault

  • Create a Local File Vault View

  • Setup Overview


Lesson 3: Users and Groups

  • Users

  • Case Study: Creating Users

  • Groups

  • Case Study: Create a New Group


Lesson 4: Folder Card Creation

  • Data Cards

  • Anatomy of a Data Card

  • Case Study: Design a Folder Data Card



Lesson 5: File and Search Cards

  • Importing Data Cards

  • Case Study: Design a File Data Card

  • Case Study: Design a Search Data Card


Lesson 6: Column and Bill of Materials (BOM) Views

  • Columns

  • Case Study: Column

  • Bill Of Material


Lesson 7: Workflow

  • Categories

  • Case Study: Create Categories

  • Case Study: Create New Workflows

  • Revisions

  • Case Study: Create New Revision Schemes

  • Case Study: CAD Files Revision Scheme



Lesson 8: Notifications and Tasks

  • Notifications

  • Case Study: Assign Notifications

  • Case Study: Convert Task



Lesson 9: Folder Templates

  • Templates

  • Case Study: Folder Template


Lesson 10: File Templates

  • Case Study: File Template


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


Appendix D: Routing Setup


Appendix E: CircuitWorks Setup


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