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

While our standard SOLIDWORKS PDM Professional training runs just once a year, we offer flexible, custom training scheduled at your convenience. Whether you need a private one-on-one or a full team session, we tailor the training to your specific needs.

Why Choose Custom Training?

Ready to start? Enquire Now to book your custom SOLIDWORKS PDM Professional training.

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

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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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How to book your training

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