SOLIDWORKS PDM Professional: Administrator Training

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Credits: 3
Classroom: 3 sessions, 7 hours each
Virtual: 4 sessions, 3 hours each

Class #: PDM305

Includes PDM225 SOLIDWORKS PDM User Professional and PDM305 SOLIDWORKS PDM Administrator Professional.

The focus of this course is on the fundamental skills and concepts central to the successful use of SolidWorks PDM Professional.

The intended audience for this course is anyone who will setup and/or administer SolidWorks PDM Professional.

** Our PDM courses use CATI LIVE. CATI LIVE is an online virtual computer that you will access after the lecture period each day to complete exercises. These exercises can be done at any time between lecture times each day. Instructions will be given at the beginning of class on how to access and use CATI LIVE. You will want to set aside roughly 4 additional hours for full completion of exercises per day.

Class Details

  • SolidWorks Enterprise PDM Concepts

  • SolidWorks Enterprise PDM User Interface
  • Document Creation and Check-in
  • Versioning Files, File References
  • Searching
  • Workflow and Notification
  • Managing Local Cache
  • Working SolidWorks
  • Working with Bill of Materials
  • Installation Planning
  • The Administration Tool
  • Users and Groups
  • Folder Card Creation
  • File and Search Cards
  • Column and Bill of Materials (BOM) Views
  • Workflow
  • Notifications and Tasks
  • Folder Templates
  • File templates
  • Data Migration
  • Vault Backup

The Administering SOLIDWORKS PDM Professional training guide will be supplied at the beginning of class and is yours to keep.

Students will have the fundamental skills and understand the concepts central to the successful use of SOLIDWORKS PDM Professional. This includes maintaining users, security, workflow and attribute configuration.

  • Students attending this course are expected to have the following:
  • • Basic experience with SolidWorks PDM.
  • • Knowledge of SolidWorks PDM file structure and referencing.
  • • Experience with the Windows™ operating system.

6 Upcoming Classes:

Date Time Location  
November 2, 3, 4, 5, 2021 1:00pm - 4:00pm - CST Register
December 7, 8, 9, 10, 2021 1:00pm - 4:00pm - CST Register
January 18, 19, 20, 21, 2022 8:00am - 11:00am - CST Register
February 8, 9, 10, 11, 2022 1:00pm - 4:00pm - CST Register
March 8, 9, 10, 11, 2022 8:00am - 11:00am - CST Register
April 5, 6, 7, 8, 2022 8:00am - 11:00am - CST Register

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Can’t find a training class on our schedule? Can’t find dates or locations that work for you? Contact us and let us know your name, location preference, and the class or classes that you are interested in. We will contact you and create training dates that can work with your schedule.

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Training Testimonials

Exceptional class. I had little to no CAD experience when I started, and I now understand a great deal about SOLIDWORKS.

Scott Joji, Life Fitness

This course and the instructor were very helpful for building my basic understanding of SOLIDWORKS. Overall I enjoyed the experience and look forward to taking more courses with this facility.

Eric Kippes

[The Instructor] is a great guy and great instructor! I had a great time and most of all learned all of the essentials of SOLIDWORKS.

Ken Stoner