SOLIDWORKS PDM Professional for Administrators
Learn about the SOLIDWORKS PDM Professional interface, as well as how to check files in and out, how to generate reports, and how to work with revisions. Other topics include using Toolbox with SOLIDWORKS PDM Professional and how custom properties interface with SOLIDWORKS PDM Professional.
Administrators have an additional half day of training which covers setting up, maintaining, and administering the system.
Classroom Course 3 DaysDownload Course Curriculum
Lesson BreakdownLesson 1 – Installation Planning
Lesson 2 – The Administration Tool
Lesson 3 – Users and Groups
Lesson 4 – Folder Card Creation
Lesson 5 – File and Search Cards
Lesson 6 – Column and Bill of Materials (BOM) Views
Lesson 7 – Workflow
Lesson 8 – Notifications and Tasks
Lesson 9 – Folder Templates
Lesson 10 – File Templates
Lesson 11 – Data Migration
Lesson 12 – Vault Backup
Appendix A – File Types and Settings
Appendix B – Data Import/Export
Appendix C – Toolbox Setup
Appendix D – Routing Setup
Appendix E – CircuitWorks Setup
PrerequisitesGeneral SOLIDWORKS Knowledge
Knowledge of SOLIDWORKS File Structure & Referencing
If a class you would like to take is not currently on the schedule, you can email us to place you on the waiting list, and you will be notified when the class is available to take. Please include your name, company name, phone number, desired class and class location.