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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.

Lesson Breakdown

Lesson 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


General SOLIDWORKS Knowledge Knowledge of SOLIDWORKS File Structure & Referencing

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Gain the skills to be an effective and efficient SOLIDWORKS PDM Professional administrator.

October 12, 2021 - October 14, 2021

8:30 am - 4:30 pm