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WHAT IS THE ADMINISTERING SOLIDWORKS PDM PROFESSIONAL CLASS?

This two-day course covers everything a PDM administrator would need to know to manage a successful implementation of PDM. Learn the very basics of planning an installation and vault creation, as well as more advanced topics such as data cards, workflows and folder/file templates.

 

WHO IS THIS COURSE DESIGNED FOR?

Administering SOLIDWORKS PDM Professional is designed for anyone who will participate in the administration of PDM within your vault environment.

 

WHY SHOULD I TAKE THIS COURSE FROM DASI SOLUTIONS?

The Administering PDM Professional class can be used to refresh yourself from a previous implementation, add a PDM administrator to your environment, or to fully understand the options of the software before going through an implementation. The class is taught by members of the DASI Services Team who are not only Certified SOLIDWORKS Instructors, but also fully trained and experienced in the implementation of PDM at companies both large and small.

 

HOW MUCH DOES THIS COURSE COST?

Standard classroom training costs $995 per student.

 

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TRAINING CLASS AGENDA

Download Class Outline

 

1 Installation Planning

Planning for SOLIDWORKS PDM Professional 
The Planning Process
Training Scenario
The PDM Installation Process 

2 The Administration Tool

The PDM Professional Administration Tool
How to Create a Local File Vault View 
Setup Overview

3 Users and Groups

PDM Users & Creating Users
PDM Groups & Creating Groups

4 Folder Card Creation

PDM Data Cards and Card Editor 
Anatomy of a Data Card 

5 File and Search Cards

Importing Data Cards

6 Columns and Bill of Materials

Columns
Bill of Materials
SOLIDWORKS Inspection

7 The Workflow

Workflows
Categories
Revisions

 

8 Notifications and Tasks

SOLIDWORKS PDM Professional Notifications

9 Folder Templates

PDM Template Administration
Template Wizard and Variables 

10 FileTemplates

PDM File Templates 
Templates with Other File Types 

11 Data Migration

Migrating Legacy Data 
Migrating Revisions

12 Vault Backup

How to Back Up File Vaults 
Database Backup
Archive Server Settings Backup
Archive Files Backup 

Appendices 

File Types and Settings
ERP Data Import and Export
The Toolbox Setup
Routing Setup
Setting Up CircuitWorks