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Training Agenda

Lesson Agenda
Lesson 1: Installation Planning - Gather the required information needed to plan a SOLIDWORKS PDM Standard installation and understand the scenario used for this course.

Lesson 2: The Administration Tool - Start the SOLIDWORKS PDM Standard Administration tool. During lesson 2, we will identify the major sections of the Administration tool, create a new SOLIDWORKS PDM Standard vault and create a local view of a SOLIDWORKS PDM Standard vault.

Lesson 3: Users and Groups - Add new users and groups to the vault. Lesson 3 will explain how to create and apply permissions to users and how to assign Group level permissions. 

Lesson 4: Folder Card Creation - Understand how cards work within PDM. Attendees will create a Folder Card from scratch and assign variables to the card. 
Lesson 5: File and Search Cards - Lesson 5 looks at importing cards into the PDM Vault & making changes. Control Logic will be added to cards to limit visibility dependant on options selected. Also time will be spent looking at the Quick Search functionality.

Lesson 6: Column and Bill of Materials (BOM) Views - Creation of a File List Column set to dictate the way PDM Columns will show within Windows Explorer for users. Course attendees will also create a BOM Column set to be used within the Windows Explorer view of PDM.

Lesson 7: Workflow - Create a Workflow to represent the entire internal workflow structure of files practised in the training scenario. Learn how to add States and Transitions to allow the movement of files through the Workflow. Permissions will be added to the previously created States and Transitions to restrict Users and Groups access to each stage of the Workflow. Create and apply a Revision Scheme to the Workflow.

Lesson 8: Notifications and Tasks  - Learn to configure automatic notifications to be sent during file life cycles (attached to workflow). Set up Tasks in the Vault and attach them to Workflow Transitions. Configure Machines to be used to run tasks.

Lesson 9: Data Migration - Lesson 9 will look at the best workflow to bring in legacy data into the Vault on a case by case basis and setting Metadata to correct values.

Lesson 10: Vault Backup - Understanding the process to backup both the Archive Server and the Database for the PDM Vault. 
Course Details
Length: 2 Days

Prerequisites: This course is aimed at the person(s) who will be managing/ administrating the PDM system within the organisation. Familiarity with the Windows operating system is required.


SOLIDWORKS PDM Standard is a data management software suite working within a Windows Explorer environment, it is included in all SOLIDWORKS Professional and Premium licenses from version 2016. The course content is aimed at the system administrator, and will cover the capabilities of the PDM Standard system.

 Solid Solutions | Trimech Group