SOLIDWORKS PDM Standard Administration

Article by Joe Medeiros, CSWE created/updated November 29, 2015

In this article we are going to review some of the main components of SOLIDWORKS PDM Standard Administration. These components allow you, the administrator, to control your data and to define what information will be gathered and distributed. It is important to understand how these components function and interact in order to efficiently manage your data. I strongly recommend taking training to become a competent SOLIDWORKS PDM Standard Administrator. Also, your SOLIDWORKS reseller may be able to help with the implementation of your SOLIDWORKS PDM Standard. This can save you time, frustration and ensure you have an efficient vault.

PDM Nodes

Your SOLIDWORKS PDM Standard vault consists of a number of components, that are referred to as nodes. Each node controls a certain aspect of SOLIDWORKS PDM Standard. These nodes interact with each other, in order to provide a seamless user interaction with the vault. A properly configured vault will provide a intuitive and efficient portal to your companies data.

SOLIDWORKS PDM Standard Administration

SOLIDWORKS PDM Standard Administration

PDM Workflow

The heart of your vault is the Workflow. The workflow at minimum, defines the path a project must follow, from inception to completion. A  workflow will also control file access for different stages of your project. Additionally workflows can:

  • Update document information such as revision
  • Send notifications at critical phases of the workflow
PDM Workflow

PDM Workflow

Users and Groups

Users are added to the vault so they can access the files for which they have permission.

Add Users

Add Users

In order to simplify organizing multiple users, users can be placed into Groups.

User groups

User groups

Data Cards

Users of SOLIDWORKS PDM Standard:, enter pertinent project information through Data Cards

PDM Data Card

PDM Data Card

The proper configuration of these nodes, as well as the remainder of the nodes, is essential to ensure the proper control of your companies data.

SOLIDWORKS PDM Training

To learn more about SOLIDWORKS PDM Training you can attend one of our training courses either in-class or live online.

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Joe Medeiros, CSWE

Joe Medeiros is a SOLIDWORKS and PDM Certified Expert. He has been helping SOLIDWORKS users with training, mentoring and implementations since 1998. He combines industry experience with a thorough understanding of SOLIDWORKS products to assist customers in being successful. He shares his experience and expertise through blogs; one of which has been incorporated into the SOLIDWORKS Essentials training manual.

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