SOLIDWORKS PDM 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 manage files with SOLIDWORKS PDM.

Overview

Prerequisite

Basic experience with the SOLIDWORKS software, experience with the Windows Operating System, and knowledge of SOLIDWORKS file structure and referencing.

Length

1 Day

Syllabus

Lesson 1: SOLIDWORKS PDM Concepts

The Fundamentals of PDM
What is SOLIDWORKS PDM?
SOLIDWORKS PDM Overview
SOLIDWORKS PDM Modules
SOLIDWORKS PDM Components
File Vault
Working Folder (Cache)
Access Rights
SOLIDWORKS PDM ‘Smart’ Files
SOLIDWORKS PDM ‘Smart’ Folders
File Data Card
Folder Data Card
Workflow
Notifications
Versions and Revisions

Lesson 2: SOLIDWORKS PDM User Interface

Case Study: Exploring SOLIDWORKS PDM
SOLIDWORKS PDM User Interface Layout
Logging In
Logging Out

Lesson 3: Document Creation and Check In

Case Study: Checking in Documents
Add Existing Files
Create Files and Folders from Template
Advanced Document Check In
Case Study: Checking in Documents with References

Lesson 4: Versioning Files

Case Study: Versioning Files
Check Out
Overwrite Latest Versions
Local File Version
Get Latest Version
Overwrite Checked Out Versions
Undo Check Out
History

Lesson 5: File References

Creating and Removing References
Copy Files with References
Moving Files with References
Sharing Files

Lesson 6: Searching

Searching SOLIDWORKS PDM
Searching for Checked Out Files
Favourite Searches

Lesson 7: Workflow and Notification

SOLIDWORKS PDM Workflow
Change File State
Case Study: Workflow

Lesson 8: Working in SOLIDWORKS

Versioning SOLIDWORKS Files
SOLIDWORKS Add-in
Case Study: Versioning Files
Managing Local Cache

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SOLIDWORKS PDM Course

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