Administering SOLIDWORKS Manage

How to setup, maintain, and administer SOLIDWORKS Manage

Training Course Contents

SOLIDWORKS Manage Administrator Training is designed to give you an entry-level understanding of SOLIDWORKS Manage core functionality.

You will learn about the the role of a SOLIDWORKS Manage Administrator, creating backups, restore upgrade, system options, connecting to SOLIDWORKS PDM Professional, document and record objects, fields and field groups, bills of materials, reports and dashboards.

This course is ideal for anyone getting started with SOLIDWORKS Manage, or anyone who needs a refresher on how to get started.

IMPORTANT NOTE: You must have an existing SOLIDWORKS Manage environment or are engaged in a SOLIDWORKS Manage system deployment.

Course Info at a glance

Duration is 4 Days (4 hours/day)

Practical Hands-on Training

SOLIDWORKS Manage required

Intermediate Level

Requirements & Benefits


A license of SOLIDWORKS Manage

A solid understanding of your company policies and processes

Features Targeted

User and Group Management

Bill of Materials Integration

Connecting to SOLIDWORKS PDM Professional system

Skills you will acquire

Plan for the rollout of SOLIDWORKS Manage in your company

Manage Templates, Document and Record Object Types

The ability to Backup, Restore, and Upgrade SOLIDWORKS Manage

Administering SOLIDWORKS Manage Lessons

This course will concentrate on the following topics:

Lesson 1: System Options

  • Planning for SOLIDWORKS Manage
  • System Architecture
    • SQL Server
    • Firewall Ports
  • Configuration File
  • Case Study: Connecting to SOLIDWORKS Manage
    • SOLIDWORKS Manage Client
    • Administration Options
    • Sites
  • Essential Administrative Options
  • Company Details
  • Case Study: System Options
  • General Options
  • Numbering Schemes
  • Case Study: Numbering Schemes
  • Numbering Scheme Items
  • Split AutoNumber

Lesson 2: Connecting to SOLIDWORKS PDM Professional

  • Record Object Types
  • Requirements for Connecting
  • Case Study: Installing the Add-In
  • Creating a PDM Object
    • Prerequisites
    • Case Study: Connecting to a Vault
    • Fields
    • Property Tabs
    • Access Rights

Lesson 3: Document and Record Object Types

  • Record Object
    • Case Study: Record Object
    • Non-Revision Controlled
    • Case Study: Consumables
  • Permissions
  • Document Object
    • Document Object versus PDM Object
    • File Names
    • Case Study: Standards
    • Local Cache
    • File Status
    • Server Archives
  • File Templates
    • Case Study: File Templates
    • Template Permissions

Lesson 4: Fields and Field Groups

  • Fields
    • Types of Fields
    • Case Study: Fields
  • Organizing Fields
  • Field Groups
    • Case Study: Field Groups
    • Alternative Method
  • Numbering by Field Group
    • Case Study: Leveraging Fields and Field Groups
    • Sorting Records
    • Default Values by Field Group
  • Global Variables
    • Case Study: Global Variables
    • Building Equations

Lesson 5: Bills of Materials

  • Bills of Materials
    • Case Study: Edit Existing BOM
    • BOM Fields
  • Creating Bills of Materials
    • Case Study: Creating a new BOM
    • View Options
    • The Type Field
    • Importing BOM from Excel
    • Formatting Spreadsheet

Lesson 6: Backup, Restore, and Upgrade

  • Backing Up
    • Backing Up the Root Folder
    • Backup Locations
    • Locating the Root Folder
    • Case Study: Backup
    • Backing Up the Database
    • Backups and the Transaction Log
    • Maintenance Plans
    • Other Maintenance Tasks
  • Restoring the Environment
    • Before Restoring
    • Restore Procedure
  • Upgrading SOLIDWORKS Manage
    • Database Compatibility
    • Stand Alone Administration Tool
    • Case Study: Current Versions

Lesson 7: The Web Interface

  • Login to the Manage web client
  • Create and view records from the web client
  • Download files and modify records

Lesson 8: Reports

  • Using Report Designer
  • Adding data sources to reports
  • Creating detailed reports
  • Filtering report data
  • Creating calculated fields
  • Creating custom report tables

Lesson 9: Dashboards

  • Configuring Dashboards
  • Adding data sources to dashboards
  • Using Dashboard items
  • Designing custom Dashboards
  • Customizing Dashboard Appearance
  • Using the Dashboard viewer


"Thanks very much for the great training received this week, you are a true wizard at PDM, we learned a tremendous amount of information and how powerful a tool PDM can be for a company like ours.  We look forward to the final steps when we implement this later this month."

— Chris White, Mechanical Designer, Quickmill Inc.

Training Methods

Choose from three different training methods available to you

SOLIDWORKS Group Training

Group/Public Training

Receive SOLIDWORKS training as a group in a traditional classroom environment.

Classes can be taken in one of our 12 training locations across Canada using SOLIDWORKS approved training content and methodologies.

  • Cost effective training method.
  • Leave the office to concentrate on learning.
  • Learn more through group questions and feedback.
SOLIDWORKS Online Training

Live Online Training

With our online training you will experience an interactive learning environment where you can give feedback, gain access to the SOLIDWORKS training files and get time to work on training exercises.

  • Online courses are typically half day sessions.
  • More effective than video based training, with recorded videos learners are often not as focused on the training and skip exercises.
SOLIDWORKS Onsite Training

Onsite at your location

Receive training at your place of work. This style of flexible training is perfect for teams or individuals who are faced with a specific challenge and require personalized courses with on-the-job coaching.

  • Use our state-of-the-art mobile classroom at your facility.
  • Bring your team up to a consistent level of knowledge by having them take the same training at the same time.
  • Benefit from flexible scheduling options.

Upcoming Classes

Choose a Administering SOLIDWORKS Manage class from the list below

  • StartDurationLocationPricing
    Tuesday, 20th August, 20244 Days (4 hours/day)OnlineGet a Quote
    Tuesday, 15th October, 20244 Days (4 hours/day)OnlineGet a Quote
    Tuesday, 10th December, 20244 Days (4 hours/day)OnlineGet a Quote

    Administering SOLIDWORKS Manage class not listed for your required date or location?

    Get a quote for the course and let us know the date and location where you require training.

    Or learn more about our On-the-job Coaching and Customized SOLIDWORKS Training services.


    Get Custom Training

    Contact us to learn how the Administering SOLIDWORKS Manage course can be included in custom training for your business