SOLIDWORKS PDM Administrator Course

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 Cache

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