SOLIDWORKS PDM Administrator Course

Learn to build parametric 3D CAD models of parts and assemblies

OVERVIEW

CLASSROOM LENGTH: 3 days


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.

All the ways to take
SOLIDWORKS PDM Administrative



IN-PERSON CLASSES

Classroom Style Training  

CALENDAR


Private Training

GET A QUOTE


Editor course:

Lesson 1: 
SOLIDWORKS PDM Concepts

  • The Fundamentals of PDM
  • What is SOLIDWORKS PDM?
  • SOLIDWORKS PDM Components

Lesson 2: 
SOLIDWORKS PDM User Interface

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

Lesson 3: 
Document Creation and Check In

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

Lesson 4: 
Versioning Files

  • Case Study: Versioning Files 

Lesson 5: 
File Reference

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

Lesson 6: 
Searching

  • Searching SOLIDWORKS PDM  
  • Case Study: Search 
  • Quick Search

Lesson 7: 
Workflow and Notification

  • Change File State 
  • Case Study: Workflow  

Lesson 8: 
Working in SOLIDWORKS

  • Versioning SOLIDWORKS Files 
  • Case Study: Versioning File 
  • Managing Local Caches 

Administrative course:

Lesson 1: 
Installation Planning

  • The Planning Process  
  • Training Scenario
  • The Installation Process

Lesson 2: 
The Administration Tool

  • 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 Card

  • Importing Data Cards
  • Case Study: Design a File Data Card
  • Case Study: Design a Search Data Card
  • Quick Search in Windows Explorer  
  • Case Study: Setting up Quick Search 

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

  • Columns
  • Case Study: Columns 
  • Bill Of Material 
  • Case Study: BOM 

Lesson 7: 
Workflow

  • Categories
  • Case Study: Create Categories 
  • Case Study: Create New Workflows 
  • Revisions
  • Case Study: Create New Revision Schemes 
  • Drawing Revision Tables 
  • Case Study: CAD Files Revision Scheme 

Lesson 8: 
Notifications and Task

  • Case Study: Assign Notifications 
  • Case Study: Convert Task 

Lesson 9: 
Folder Templates

  • Templates
  • Case Study: Folder Templates 

Lesson 10: 
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  

Additional Resources

Take Advantage of GoEngineer’s Extensive Knowledge Base and Resources

Search of database for thousands of solutions to CAD desiging problems

Find a Solution

Our robust Knowledge Base contains over 12,000 resources to help answer your product design questions. From basic CAD questions to in-depth guides and tutorials, find your solution here. Find a Solution

Get Certified Professional SOLIDWORKS Training at GoEngineer

PROFESSIONAL TRAINING 

Improve your skills with professional training and certifications in SOLIDWORKS, CAM, 3D Printing, and 3D Scanning offered four ways: self-paced, online, on-site, or in-classroom. Certified Training Courses

BLOG

#1 Technical Resource Worldwide - Right at your fingertips. Search or browse through hundreds of SOLIDWORKS tips & tricks, additive manufacturing product developments, announcements, how-to guides, and tutorials. Blog

YouTube Channel

Our YouTube channel hosts hundreds of educational tutorials, product demonstrations, recorded webinars, and best practices for all of our products and services. GoEngineer's YouTube Channel

Shop Online for all you additive manufacturing consumable needs, as well as online SOLIDWORK training and More!

ONLINE STORE

Order 3D printing materials and consumables, enroll in SOLIDWORKS training classes, and buy official GoEngineer gear directly from our online store. Online Store

FREE SOLIDWORKS Tools

Enjoy this collection of small ‘macros’ that were tailored to help our customers. These free SOLIDWORKS tools are for you to use, review, and modify. SOLIDWORKS Automation Tools

WEBINARS

Our engineering webinars are hosted by some of the top experts in the industry. They are always recorded, always free, and always offer a live Q&A. WEBINARS

3D Design Camp

GoEngineer offers a custom 3D Design Camp to youth as a basic introduction to SOLIDWORKS CAD and 3D printing. During this unique opportunity, they’ll discover how to think beyond limits with cutting edge technologies. 3D Design Camp