Lesson Agenda
Introduction: - About This Course | Windows 7.

Lesson 1: SOLIDWORKS Basics User Interface: - The Fundamentals of PDM | What is SOLIDWORKS PDM Professional? | SOLIDWORKS PDM Professional Overview | SOLIDWORKS PDM Professional Modules | SOLIDWORKS PDM Professional Components.

Lesson 2: SOLIDWORKS PDM Professional User Interface - Case Study: Exploring SOLIDWORKS PDM Professional.

Lesson 3: Document Creation and Check In - Case Study: Checking in Documents | Case Study: Checking in Documents with References | Advanced Document Check In.

Lesson 4: Versioning Files - Case Study: Versioning Files.

Lesson 5: File References - Case Study: File References | Case Study: Copy File and References.

Lesson 6: Searching PDM Professional - Case Study: Search.

Lesson 7: Workflow and Notification - Case Study: Workflow | SOLIDWORKS PDM Professional Workflow

Lesson 8: Managing Local Cache

Lesson 9: Working in SOLIDWORKS - Case Study: Versioning Files | Versioning SOLIDWORKS Files

Appendix A: Working with Bill of Materials - Case Study: Modify a Computed BOM | Case Study: Create and Modify a Named BOM | Bill of Materials (BOM).

Lesson 10: Installation Planning - Planning for SOLIDWORKS PDM Professional | The Planning Process | Training Scenario | The Installation Process

Lesson 11: The Administration Tool - Case Study: Create a New File Vault | SOLIDWORKS PDM Professional Administration Tool | Creating a SOLIDWORKS PDM Professional File Vault | Create a Local File Vault View | Setup Overview

Lesson 12: Users and Groups - Case Study: Creating Users | Case Study: Create a New Group Users | Groups

Lesson 13: Folder Card Creation - Case Study: Design a Folder Data Card | Data Cards | Anatomy of a Data Card

Lesson 14: File and Search Cards - Case Study: Design a File Data Card | Case Study: Design a Search Data Card | Importing Data Cards.

Lesson 15: Column and Bill of Materials (BOM) Views - Case Study: Column and BOM | Columns | Bill Of Material

Lesson 16: Workflow Case Study: Create Categories | Case Study: Create New Workflows | Case Study: Create New Revision Schemes | Case Study: CAD Files Revision Scheme | Categories | Revisions

Lesson 17: Notifications and Tasks - Case Study: Assign Notifications | Case Study: Convert Task | Notifications

Lesson 18: Folder Templates - Case Study: Folder Template | Templates

Lesson 19: File Templates - Case Study: File Template

Lesson 20: Vault Backup - Backing Up File Vaults

Appendix A: File Types and Settings - File Types | User Settings

Appendix B: Data Import/Export - Case Study: Alias Set | Case Study: Export Rule | Case Study: Import Rule | Import and Export ERP Data

Appendix C: Toolbox Setup

Appendix D: Routing Setup

Appendix E: CircuitWorks Setup
Course Details
Length: 3 Days

Prerequisites: A sound knowledge of the Windows explorer environment.
A basic knowledge of the SOLIDWORKS user interface is useful but not a requirement


The focus of this course is on the fundamental skills and concepts central to the successful use of SOLIDWORKS PDM Professional. The intended audience for this course is anyone who will manage files with SOLIDWORKS PDM Professional and will setup and/or administer SOLIDWORKS PDM Professional.