SOLIDWORKS PDM Professional Administrative Course


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Length: 3 days; 8:30 am – 4:30 pm (2 days Administering, 1 day Editor)
Prerequisites: 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.

Topics covered in the Administrative course:

1: Installation Planning

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

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

3: Users and Groups

  • Users
  • Case Study: Creating Users
  • Groups
  • Case Study: Create a New Group

4: Folder Card Creation

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

5: File and Search Cards

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

6: Column and Bill of Materials (BOM)

  • Views
  • Columns
  • Case Study: Column
  • Bill Of Material

7: Folder Templates

  • Templates
  • Case Study: Folder Templates

8: File Templates

  • File Templates
  • Case Study: File Template

9: Workflow

  • Workflows
  • Categories
  • Case Study: Create Categories
  • Case Study: Modify Existing Workflow
  • Case Study: Create New Workflows
  • Revisions
  • Case Study: Create New Revision Schemes
  • Case Study: Specifications Revision Scheme
  • Case Study: CAD Files Revision Scheme
  • Case Study: Sorting State

10: Data Import/Export, Notifications

and Tasks

  • Import and Export ERP Data
  • Case Study: Alias Set
  • Case Study: Export Rule
  • Case Study: Import Rule
  • Case Study: Assign Notifications
  • Case Study: Convert Task

11: File Types and Settings

  • File Types
  • User Settings

Topics covered in the Editor course:

1: SOLIDWORKS PDM Professional Concepts

  • The Fundamentals of PDM
  • What is SOLIDWORKS PDM Professional?
  • SOLIDWORKS PDM Professional Overview
  • SOLIDWORKS PDM Professional Modules
  • SOLIDWORKS PDM Professional Components

2: SOLIDWORKS PDM Professional User Interface

  • SOLIDWORKS PDM Professional User Interface
  • Case Study: Exploring SOLIDWORKS PDM Professional

3: Document Creation and Check In

  • Document Creation and Check In
  • Case Study: Checking in Documents

4: Advanced Document Check In

  • Advanced Document Check In
  • Case Study: Checking in Documents with References

5: Versioning Files

  • Versioning Files
  • Case Study: Versioning Files

6: Versioning CAD Files

  • Versioning CAD Files
  • Case Study: Versioning Files

7: Working with Bill of Materials

  • Bill of Materials (BOM)
  • Case Study: Modify a Computed BOM
  • Case Study: Create and Modify a Named BOM

8: File References

  • File References
  • Case Study: File References
  • Case Study: Copy File and References

9: Searching

  • Searching SOLIDWORKS PDM Professional
  • Case Study: Search

10: Workflow and Notification

  • SOLIDWORKS PDM Professional Workflow
  • Case Study: Workflow

11: Managing Local Cache

  • Managing Local Cache

Appendix A: Toolbox Setup

Appendix B: Routing Setup

Appendix C: CircuitWorks Setup

Appendix D: Item Explorer

  • Items Overview
  • Case Study: Create Items