SOLIDWORKS Manage Training

The SOLIDWORKS Manage training is designed to develop the fundamental skills and concepts required to administrate SOLIDWORKS Manage effectively.

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Duration

2 Days

Level

Intermediate

Prerequisites

Prior attendance at the PDM Professional Training course is recommended.

You'll Get
  • Tuition from a certified instructor
  • Course manual and files
  • Certificate on completion

Course Overview

The goal of this course is to teach you how to use the administrative functions of the SOLIDWORKS Manage software. The focus of this course is on the fundamental skills and concepts central to the successful use of SOLIDWORKS Manage. The intended audience for this course is SOLIDWORKS Manage administrators.

NOTE: This course is NOT part of the Training Passport scheme.

What You'll Learn

Course Agenda

Lesson 1: System Options

Upon successful completion of this lesson, you will be able to understand the architecture and structure of SOLIDWORKS Manage. We will also look at configuring the basic system options.

Lesson 2: Connecting to SOLIDWORKS PDM Professional

During lesson 2 users will connect to a SOLIDWORKS PDM Professional vault to import users and groups from the vault. Rules will be established for documents being promoted into SOLIDWORKS Manage and we will also load the SOLIDWORKS Manage add-in into SOLIDWORKS PDM Professional.

Lesson 3: Document and Record Object Types

Learn to create different object types including Record and Document and how to record references between groups.

Lesson 4: Fields and Field Groups

Lesson 4 will work through a case study introducing various types of Fields and demonstrate how to create Field Groups and set visibility.

Lesson 5: Users and Groups

Users will be imported from an active directory and assigned to groups with a look at how to assign permissions.

Lesson 6: Bill of Materials (BOM) Views

Upon successful completion of this lesson, you will be able to create multiple bills of materials and BOM Variants. A BOM will also be imported from Excel.

Lesson 7: Backup, Restore, and Upgrade

Lesson 7 will show users how to back up their environment and how to restore the environment should it be needed. A discussion around the upgrade process involved in upgrading Manage will also be covered.

Lesson 8: The Web Interface

Users will learn how to login and use the Web Client. The interface will be explored and as will creating records.

What do our customers say?

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Click the Feefo button below to read the latest reviews for this course.

Training Booking Process

How to book a course?

View our Schedule

View our schedule of upcoming courses and decide on a date that suits you or your team. If you can't find a suitable course or would like to arrange a bespoke or onsite course contact our team.

Book a Course

Book onto a course directly from our schedule to save your space. Your SOLIDWORKS account manager will get in touch to discuss your requirements and arrange payment. 

Confirmation

We'll send a confirmation email including date, times and recommended travel arrangements. If you are attending a virtual course we'll send your manual and ensure you are ready before the course starts.

Get ready to attend

We look forward to you attending the course, if you have any questions prior to attending please get in touch.

Training Methods

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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.

  • 30 days of unlimited access to your course.
  • Structured lessons with instructor guides, exercises, and recaps.
  • On-demand, one-to-one trainer support.
Learn SOLIDWORKS at a Solid Solutions Classroom

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.

  • Learn more through group questions and feedback.
  • Local centres, 20+ classrooms across the UK
  • Online courses are convenient and save on travel.
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Onsite / Bespoke

We can arrange onsite training for any of our courses, contact us to discuss further.

  • Bring your team up to a consistent level of knowledge by having them take the same training at the same time.
  • Can be cost effective for large groups.
  • Option to personalise the training.

Book your course

Click to view upcoming SOLIDWORKS Manage Training courses, book your place on the course today to save your space. No upfront payment necessary.

Frequently Asked Questions

Why train with Solid Solutions?
How do I book SOLIDWORKS Training?
Do SOLIDWORKS courses count towards my CPD?
What is a SOLIDWORKS Passport?
What are the best SOLIDWORKS courses to start with?
How do I get SOLIDWORKS certifications?
Where are your SOLIDWORKS training classrooms?
I can no longer attend my SOLIDWORKS training course, what is the cancellation process?

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