Using SOLIDWORKS PDM Training Course
PDM Training for Beginners - File Management & Workflows
OVERVIEW
PREREQUISITES: Access to SOLIDWORKS 2022 or newer, mechanical design experience, and experience with Windows® operating system. Students should also have access to an existing PDM vault and have full administrative rights.
DESCRIPTION: Using SOLIDWORKS PDM focuses on fundamental skills and concepts for the successful use of the SOLIDWORKS PDM software to correctly create and locate CAD and document files, edit those files, and correctly move through its associated workflow.
QUESTIONS? Visit our Training FAQs Page.
LESSON PLAN
Lesson 1:
Welcome to SOLIDWORKS PDM
- What is PDM?
- Key PDM Terminology
- PDM Administrators and Users Functions
Lesson 2:
Windows File Explorer Interface
- Logging In and Out of PDM
- Folders and File Sets
- File Explorer Interface
- Switching Users
Lesson 3:
SOLIDWORKS Interface
- Enabling the SOLIDWORKS Add-In
- Creating Property Cards for New Parts
- Task Pane Interface
Lesson 4:
Workflows
- Understanding Workflows
- Understand the State of a Part
- Learn About Transitions
- Add Existing Parts to the Vault
Lesson 5:
Adding Documents to the Vault
- Create Project Folders
- Add New Documents to the Vault
- Add Existing Documents to the Vault
- Check in Documents
Lesson 6:
Revisions, Versions, and History
- Versions vs Revisions
- Check Out Files
- Create New Versions of Files
- Understanding Working with File Versions
- Undo Checkout
- View Document History
Lesson 7:
File References
- Create User-Defined File References
- Copy Files and References
- Share Files to Other Folders
- Copy Tree
- Branch / Merge
- Move Tree
Lesson 8:
Search Methods
- Search Vault Files and Properties
- Create a Search Favorite
- Quick Search Tool
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