Administering SOLIDWORKS PDM Professional

Data Management Instructor Led Training Course

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.

Who should attend this course? Learn about the qualities of a good PDM Admin person


Course details and prerequisites:

Duration: 2 Days
OR Online: 3 Days (4 hours/day)
Type: Instructor Led
Level: Basic/Intermediate
Prerequisites: Experience with the Windows™ operating system

After the training you will be able to:
  • Create and define a new vault with users and groups
  • Administer SOLIDWORKS PDM Professional
  • Setup revision control and workflow management for documents


Customer comments about this training course

"At Tigercat we spent a long time looking for a solution to make data management easier for designers but at the same time give everyone
at our different locations access to the same data. SOLIDWORKS PDM Professional's multi-site data replication is excellent and is working well for our large number of users. Javelin Technologies has been very knowledgeable and helpful during our evaluation and implementation"

Steve Moses, Tigercat Industries


Course Outline


  • About This Course 
  • Windows 7

Lesson 1: Installation Planning 

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

Lesson 2: The Administration Tool 

  • SOLIDWORKS PDM Professional Administration Tool 
  • Creating a SOLIDWORKS PDM Professional File Vault 
  • Case Study: Create a New File Vault 
  • Create a Local File Vault View 
  • Setup Overview

Lesson 3: Users and Groups 

  • Users 
  • Case Study: Creating Users 
  • Groups 
  • Case Study: Create a New Group

Lesson 4: Folder Card Creation 

  • Data Cards 
  • Anatomy of a Data Card 
  • Case Study: Design a Folder Data Card

Lesson 5: File and Search Cards 

  • Importing Data Cards 
  • Case Study: Design a File Data Card 
  • Case Study: Design a Search Data Card

Lesson 6: Column and Bill of Materials (BOM) Views 

  • Columns 
  • Case Study: Column and BOM 
  • Bill Of Material

Lesson 7: Workflow 

  • Categories 
  • Case Study: Create Categories 
  • Case Study: Create New Workflows 
  • Revisions 
  • Case Study: Create New Revision Schemes 
  • Case Study: CAD Files Revision Scheme

Lesson 8: Notifications and Tasks 

  • Notifications 
  • Case Study: Assign Notifications 
  • Case Study: Convert Task

Lesson 9: Folder Templates 

  • Templates 
  • Case Study: Folder Template

Lesson 10: File Templates 

  • Case Study: File Template

Lesson 11: Vault Backup 

  • Backing Up File Vaults

Appendix A: File Types and Settings 

  • File Types 
  • User Settings

Appendix B: Data Import/Export 

  • Import and Export ERP Data 
  • Case Study: Alias Set 
  • Case Study: Export Rule 
  • Case Study: Import Rule

Appendix C: Toolbox Setup

Appendix D: Routing Setup

Appendix E: CircuitWorks Setup