Administering SOLIDWORKS PDM Professional Course

Learn how to setup and administer SOLIDWORKS PDM

Training Course Contents

The focus of this course is on the fundamental skills and concepts central to the administration of the SOLIDWORKS PDM Professional system.

The intended audience for this course is anyone who will administrate users, workflows, and files with SOLIDWORKS PDM Professional.

The goal of this course is to help you prepare, plan, and test a SOLIDWORKS PDM Professional system prior to a full implementation at your business.

Course Info at a glance

In-class 2 day course (6 hours/day)

Or Online 3 days (5 hours/day)

Hands-on Practical Training

Intermediate/Advanced Level

Course Preview

Take a look at some of the topics covered during the course

Requirements & Benefits


Experience with Windows OS

At least 1 month using PDM

System administration experience

Features Targeted

BOM creation, editing & reporting

Creating & Managing Users

Workflow & Revision Control

Skills you will acquire

Be able to plan a SOLIDWORKS PDM Professional installation

Create Folder Cards & Variables

Able to import legacy data into a newly created vault

SOLIDWORKS PDM Professional Lessons

The following lessons are included in the course

Lesson 1: Installation Planning

  • Planning for SOLIDWORKS PDM Professional
    • Questions
  • The Planning Process
    • Data Management Plan
    • Implementation Plan
  • Training Scenario
  • The Installation Process
    • SQL Server Express
    • Databases
    • SOLIDWORKS PDM Professional Client

Lesson 2: The Administration Tool

  • SOLIDWORKS PDM Professional Administration Tool
    • Starting the Administration Tool
    • Local Settings
    • Group Policies
    • Settings
    • Creating a SOLIDWORKS PDM Professional File Vault
  • Case Study: Create a New File Vault
  • Create a Local File Vault View
    • Create a Local View
    • Why the Root Folder?
    • Sharing the Vault View
  • Setup Overview
    • View Setup Utility
    • Access Control
    • Metadata
    • Workflow
    • Vault Maintenance
  • Exercise 1: Create File Vault and Vault View

Lesson 3: Users and Groups

  • Users
    • Creating New Users
    • User Information
    • Copy Permissions
    • Mixed Mode Login
  • Case Study: Creating Users
    • User Properties
    • Groups
    • Administrative Permissions
    • Folder Permissions
    • Assigned Folder Permissions
    • State Permissions
    • Transition Permissions
    • Permissions per File
    • Search Cards
    • Bill of Materials
    • Tasks
    • Templates
    • Warnings
    • Cache Options
    • Copy Tree
    • Change User Password
    • Delete a User
    • Managing Multiple Users
    • Missing User Login Information
  • Groups
  • Case Study: Create a New Group
    • Assign Group Permissions
    • Manage Multiple Groups
  • Exercise 2: Users & Groups

Lesson 4: Folder Card Creation

  • Data Cards
    • Card Editor
  • Anatomy of a Data Card
    • Controls
    • Card Editor
    • Card Associations
    • Installed Cards
    • Options
    • Designing a Data Card
  • Case Study: Design a Folder Data Card
    • Static Text Control
    • Select Control
    • Image Control
    • Frame Control
    • Data Card Variables
    • Variable Editor
    • Variable Editor Functions
    • Variable Listing
    • Variable Definition
    • Variable Mappings
    • Best Practices
    • Create new variables
    • Editbox Control
    • Command Button Control
    • Combobox Dropdown Control
    • Combobox Droplist Control
    • Tab Control
    • Dynamic Lists
    • Advanced Lists
    • Checkbox Control
    • Date Field control
    • Alignment Controls
    • Card Grid Settings
    • Select Font
    • Exporting Data Cards
  • Exercise 3: Folder Cards

Lesson 5: File and Search Cards

  • Importing Data Cards
  • Case Study: Design a File Data Card
    • Radio-Button Control
    • Card Control Logic
    • Search Cards
  • Case Study: Design a Search Data Card
    • Controlled Tabs
    • Glue Controls
    • Card Search Control
    • Variable Search Control
    • Search Card Default Values
  • Quick Search in Windows Explorer
  • Case Study: Setting up Quick Search
  • Exercise 4: File Cards

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

  • Columns
    • File List Column
    • Search Column
  • Case Study: Columns
  • Bill Of Material
  • Case Study: BOM
  • Exercise 5: Create Column and BOM Views

Lesson 7: Workflow

  • Workflows
  • Categories
  • Case Study: Create Categories
    • Category Conditions
    • No Category Match
    • Rename a Category
    • Delete a Category
    • Creating Workflows
    • Open an existing workflow
    • Saving a Workflow
    • Rearranging the Workflow
  • Case Study: Create New Workflows
    • Workflow State
    • Workflow Transitions
  • Revisions
    • Revision Component
  • Case Study: Create New Revision Schemes
    • Transition Conditions
    • Transition Actions
  • Drawing Revision Tables
  • Case Study: CAD Files Revision Scheme
    • Automatic Transitions
    • Parallel Transitions
  • Exercise 6: Categories and Revisions and Workflows

Lesson 8: Notifications and Tasks

  • Notifications
    • Workflow Notifications
  • Case Study: Assign Notifications
    • Tasks
    • Add Tasks to Vault
    • Task host Configuration
  • Case Study: Convert Task
    • Executing Tasks
  • Exercise 7: Notifications and Tasks

Lesson 9: Folder Templates

  • Templates
    • Template Administration
    • Template Wizard
    • Template Variables
  • Case Study: Folder Template
    • Template cards
  • Exercise 8: Folder Templates

Lesson 10: File Templates

  • File Templates
  • Case Study: File Template
    • Template Source Files
  • Templates with Other File Types
  • Case Study: ACME Specifications Template
    • Template Card
    • Update List Information
    • ECO Template
  • Exercise 9: File Templates


Lesson 11: Data Migration

  • Migrating Legacy Data
    • Data Migration Planning
    • Clean Data
    • What to Migrate
  • Case Study: Data Migration
    • Update References
  • Migrating Revisions
    • Set Revision

Lesson 12: Vault Backup

  • Backing Up File Vaults
    • Database Backup
    • Archive Server Settings Backup
    • Archive Files Backup

What makes a good SOLIDWORKS PDM Admin person?

The successful implementation, use and growth of SOLIDWORKS PDM, is largely dependent on the skill of the administrator. Below are some characteristics that make for a good SOLIDWORKS PDM Adminstrator:

  • Ability to form concession:
    • Individuals and groups can have differing goals and priorities. A good PDM Admin should be able to form a solution, that the majority can agree on.
  • Ability to make decisions:
    • At times concession is not practical or possible. A good PDM admin should be able to make decisions that benefit the company as a whole.
  • A solid understanding of the company’s policies and processes:
    • In order to ensure that PDM reflects important company policies and processes, a good PDM Admin should have a good understanding of these policies and processes and/or be able to easily access information on these policies and processes.
  • General computer skills:
    • A comfortable working understanding of computers and a general understanding of networks.
    • The admin should also have access to technical resources such as IT/IS
  • Time to maintain and administer PDM:
    • The PDM Admin should be able to schedule time for maintaining PDM (updates)
    • General troubleshooting
    • Developing and growing the use of PDM in order to take full advantage of the automation and time savings offered by SOLIDWORKS PDM.


"The Administering SOLIDWORKS PDM Professional course provides a great overview of PDM functionality, and helps in setting up an initial vault."

— Jorge Nogueria, Precision Resource Tech Centre

"The course was clear and concise; dealt with broad PDM issues outside of the training agenda."

— Dean Karellas, ULA-Matic 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 PDM Professional class from the list below

  • StartDurationLocationPricing
    Tuesday, 23rd April, 20243 Days (5 hours/day)OnlineGet a Quote
    Tuesday, 7th May, 20243 Days (5 hours/day)OnlineGet a Quote
    Wednesday, 22nd May, 20243 Days (5 hours/day)OnlineGet a Quote
    Tuesday, 4th June, 20243 Days (5 hours/day)OnlineGet a Quote
    Tuesday, 18th June, 20243 Days (5 hours/day)OnlineGet a Quote
    Tuesday, 9th July, 20243 Days (5 hours/day)OnlineGet a Quote
    Tuesday, 23rd July, 20243 Days (5 hours/day)OnlineGet a Quote
    Tuesday, 13th August, 20243 Days (5 hours/day)OnlineGet a Quote
    Tuesday, 27th August, 20243 Days (5 hours/day)OnlineGet a Quote
    Tuesday, 10th September, 20243 Days (5 hours/day)OnlineGet a Quote
    Tuesday, 24th September, 20243 Days (5 hours/day)OnlineGet a Quote
    Tuesday, 8th October, 20243 Days (5 hours/day)OnlineGet a Quote
    Tuesday, 22nd October, 20243 Days (5 hours/day)OnlineGet a Quote
    Tuesday, 5th November, 20243 Days (5 hours/day)OnlineGet a Quote
    Tuesday, 19th November, 20243 Days (5 hours/day)OnlineGet a Quote
    Tuesday, 17th December, 20243 Days (5 hours/day)OnlineGet a Quote

    Administering SOLIDWORKS PDM Professional 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 PDM Professional course can be included in custom training for your business