Administering SOLIDWORKS PDM Professional Course

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



SOLIDWORKS PDM CAD Editor course, basic experience with the SOLIDWORKS PDM software, experience with the Windows Operating System, and knowledge of SOLIDWORKS PDM file structure and referencing.


2 Days


Lesson 1: Installation Planning
  • Planning for SOLIDWORKS PDM Professional
  • The Planning Process
  • Training Scenario
  • The Installation Process
Lesson 2: The Administration Tool
  • 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 Bills of Materials (BOM) Views
  • Columns
  • Case Study: Columns
  • Bills of Materials
  • Creating BOM
Lesson 7: Workflow
  • Workflows
  • 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 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
  • File Templates
  • Case Study: File Templates
  • Templates with Other File Types
  • Case Study: ACME Specifications Template
Lesson 11: Data Migration
  • Migrating Legacy Data
  • Case Study: Data Migration
  • Migrating Revisions
Lesson 12: Vault Backup
  • Backing Up File Vaults

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Administering SOLIDWORKS PDM Professional Course

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