R11300.00 incl. VAT
SOLIDWORKS PDM Professional
This course focuses on the administrative functions of SOLIDWORKS PDM Professional, teaching how to configure and manage the PDM environment. Learners will gain skills in setting up workflows, permissions, and system settings, ensuring efficient data management, security, and process control.
On-Demand Custom Training
Why Choose Custom Training?
- Flexible Scheduling: Choose a date and time that works for you.
- Tailored Content: Focus specifically on the tools or areas you need most.
- Scalable Learning: Available for individuals or entire teams.
- Expert Guidance: Personalised instruction based on your organisation needs.
SOLIDWORKS PDM Professional
This course focuses on the administrative functions of SOLIDWORKS PDM Professional, teaching how to configure and manage the PDM environment. Learners will gain skills in setting up workflows, permissions, and system settings, ensuring efficient data management, security, and process control.
R11300.00 incl. VAT
This course is designed to develop the knowledge and skills required to effectively use the administrative functions of SOLIDWORKS PDM Professional. It builds on foundational user knowledge and focuses on the core concepts needed to successfully manage and configure a PDM environment.
The training follows a process-based (task-based) approach, meaning learners will focus on understanding and executing real administrative tasks rather than isolated features. Through guided instruction and case-based examples, participants will learn how to work with system processes, workflows, and configurations in a structured and practical way.
Learners will gain experience in using the necessary administrative tools, commands, and system options within SOLIDWORKS PDM Professional, enabling them to manage data, maintain system integrity, and support users within a controlled environment. The course also highlights how different organisations may configure their PDM systems, helping administrators apply their knowledge in various real-world scenarios.
This instructor-led course includes demonstrations and hands-on laboratory exercises, allowing participants to apply what they have learned in practical situations that reflect typical workplace tasks. By the end of the course, learners will have the confidence and understanding needed to effectively perform PDM administration tasks, support system processes, and contribute to improved data management, organisation, and workflow efficiency within their organisation.
SOLIDWORKS PDM Professional
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
• Create Local File Vault View
• Setup Overview
Lesson 3: User and Groups
• Users
• Groups
Lesson 4: Folder Card Creation
• Data Cards
• Anatomy of a Data Card
Lesson 5: File and Search Cards
• Importing Data Cards
• Quick Search in Windows Explorer
Lesson 6: Column and Bill of Materials (BOM) Views
• Columns
• Bill of Materials
Lesson 7: Workflow
• Workflows
• Categories
• Revisions
• Drawing Revision Tables
Lesson 8: Notifications and Tasks
• Adding and Executing Tasks
• Task Host Configuration
Lesson 9: Folder Templates
• Administration, Variables and Wizard
Lesson 10: File Templates
• Templates and Other File Types
Lesson 11: Data Migration
• Migrating Legacy Data
• Migrating Revisions
Lesson 12: Vault Backup
• Archiving Server Settings Backup
Skill Prerequisites
- Completed the Using SOLIDWORKS PDM Course
- Experience with the Windows ® operating system.
System Requirements |
|
|---|---|
| SOLIDWORKS Version: | 2020, 2021, 2022, 2023 |
| CPU: | 64-bit; Intel or AMD |
| RAM: | 16 GB or more |
| GPU: | Certified cards and drivers (SOLIDWORKS Hardware Support) |
| Storage Drives: | SSD drives are recommended for optimal performance |
Leon Byleveldt – Centurion
Jaune Henry – KwaZulu Natal
Brandon Dry – KwaZulu Natal
Justin Ivins – Cape Town
Wesley Grill – Cape Town
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