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The focus of this course is on the fundamental skills and concepts central to the successful use of SOLIDWORKS PDM Professional. You should view the training course manual as a supplement to, not a replacement for, the system documentation and online help. Once you have developed a good foundation in basic skills, you can refer to the online help for information on less frequently used command options. The intended audience for this course is SOLIDWORKS PDM Professional administrators.

Length: 2 days
Prerequisites: Completed the Using SOLIDWORKS PDM Professional Course; experience with the Windows™ operating system. 

View Lessons Below 
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  • 01Installation Planning 
    Planning for SOLIDWORKS PDM Professional 
    The Planning Process
    Training Scenario
    The Installation Process 
  • 02The Administration Tool 
    SOLIDWORKS PDM Professional Administration Tool
    Create a Local File Vault View 
    Setup Overview
  • 03Users and Groups
    Users & Creating Users
    Groups & Creating Groups
  • 04Folder Card Creation
    Data Cards and Card Editor 
    Anatomy of a Data Card 
  • 05File and Search Cards 
    Importing Data Cards 
  • 06Columns and Bill of Materials (BOM) Views 
    Columns
    Bill of Materials
    SOLIDWORKS Inspection
  • 07Workflow
    Workflows
    Categories
    Revisions
  • 08Notifications and Tasks 
    Notifications 
  • 09Folder Templates 
    Template Administration, Wizard and Variables 
  • 10File Templates  
    File Templates 
    Templates with Other File Types 
  • 11Data Migration
    Migrating Legacy Data 
    Migrating Revisions
  • 12Vault Backup
    Blocking Up File Vaults 
    Database Backup
    Archive Server Settings Backup
    Archive Files Backup 
  • AAppendix A: File Types and Settings  
    File Types
    User Settings 
  • BAppendix B: Data Import and Export 
    Import and Export ERP Data
  • CAppendix C: Tool Box Setup

  • DAppendix D: Routing Setup

  • EAppendix E: CircuitWorks Setup