Training Course

SOLIDWORKS PDM Professional: Administrator Training

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.

  • Topics Covered

    • 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
    • and Vault Backup
  • Course Materials

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

  • Completion

    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.

  • Prerequisites

    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.

Start Date Location
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