PDM Professional Training
Learn about workflows, variable mapping, and template creation to configure SOLIDWORKS PDM Pro with our PDM Professional training,
Course Overview
SOLIDWORKS PDM Professional can be used company-wide as a document management system for SOLIDWORKS CAD data as well as any other internal documentation.
Learn about workflows, project structuring, variable mapping and template creation which would then be applied to configure the behind the scenes set up of the PDM Professional system. This course is structured towards the administration side of the software rather than the front end use- although an overview of this is discussed.
NOTE: This course is available as part of the Gold & Platinum Training Passports.
What You'll Learn
Course Agenda
Lesson 1: Installation Planning
This lesson will look at planning out the Data Management cycle and Implementation process. Users will also learn the scenario used for this course.
Lesson 2: The Administration Tool
During this lesson, users will create a new SOLIDWORKS PDM Professional Vault and attach a local client view to the new Vault.
Lesson 3: Users and Groups
In lesson 3 you will create new users in the vault & set the login method. Groups will be created and Users added to these. Group level permissions will also be set.
Lesson 4: Folder Card Creation
Understand how cards work within PDM. Attendees will create Folder Cards from scratch and will create and assign variables to the cards. Serial number setup for unique part numbering will also be explored.
Lesson 5: File and Search Cards
Attendees will learn how to import cards into the PDM Vault & make changes. Control Logic will be added to cards to limit visibility dependant on options selected. Time will also be spent setting up quick search functionality.
Lesson 6: Column and Bill of Materials (BOM) Views
Learn how to create a File List Column set to dictate the way PDM Columns will show within Windows Explorer for users. 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. Create Categories to automatically assign files to the relevant workflow. Add States and Transitions to allow the movement of files through the Workflow. Add permissions 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. Time will also be spent looking at Automatic & Parallel Transitions.
Lesson 8: Notifications and Tasks
During lesson 8, users will configure automatic notifications to be sent during file life cycles (Attached to workflow). We will explore how to set up Tasks in the Vault and how to attach them to Workflow Transitions. Attendees will also learn how to Configure Machines to be used to run tasks.
Lesson 9: Folder Templates
We will create a mock project folder hierarchy, to aid the automatic creation of folder structures. We will also look to create and assign Template Variables that map back to standard PDM Variables to automatically propagate Data Cards.
Lesson 10: File Templates
Learn to create two file templates for SOLIDWORKS files and alternative file type. Furthermore, create and assign Template Variables that will map back to the PDM Variables to propagate Data Cards.
Lesson 11: Data Migration
Time will be spent looking 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 12: Vault Backup
Understand the process to backup both the Archive Server and the Database for the PDM Vault.
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Training Booking Process
How to book a course?
Training Methods
Self-Paced
Student, job-seeker, or working professional? Our SOLIDWORKS self-paced training essentials course gives you the flexibility to learn when and where you want.
In-Classroom / Virtual
For those who prefer a traditional classroom environment courses can be taken in one of our training locations in the UK and Ireland.
Our virtual courses provide hands-on, live, interactive group training session from a professional, qualified instructor.
Onsite / Bespoke
We can arrange onsite training for any of our courses, contact us to discuss further.
Book your course
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