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?
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
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
Accredited
- SOLIDWORKS certified training instructors
- All courses are CPD-accredited for professional development
- Attendees receive certificates for every course
Variety & Frequency
- Courses run every week of the year (1200+ per year)
- 70+ courses, we cover a broad range of topics and software
- Training passport bundles provide amazing value
Convenience
- 22 training venues located across the UK & Ireland
- State-of-the-art Virtual training is available
- We can arrange onsite and bespoke training courses
Quality
- 4.9 Star rating on Feefo for training courses
- Limited class sizes ensure personal attention
- Hands-on format with high-end PCs for every attendee
You can reserve your place on our SOLIDWORKS training courses for free via our course schedule.
Simply find the course you'd like to attend and click 'Book Now' and complete your registration.
If you have already purchased a course or passport then there is nothing else you need to do. If you haven't bought the course yet then your SOLIDWORKS account manager will be in touch to discuss your requirements and arrange payment.
Alternatively you can give us a call on 01926 333777 and book your course today!
Yes! All of our classroom and virtual courses are CPD-accredited, meaning you are guaranteed to progress in your professional development.
A SOLIDWORKS Passport offers you a comprehensive training and development plan in one single purchase.
These Passports allow you to make massive savings on training, compared to purchasing multiple courses one at a time.
Separate Passports are available for SOLIDWORKS CAD & SolidCAM, depending on your design & manufacturing needs.
Each SOLIDWORKS CAD Passport can be purchased in different lengths that are valid for 1, 2, 3 or 5 years. The passport is active from the date of the first course you attend.
We recommend new SOLIDWORKS users start off with SOLIDWORKS Essentials. From there the courses that you benefit you most will depend on your products and workflow.
For most professional SOLIDWORKS users the best courses to take next are: Advanced Part Modelling, Drawings, Advanced Assembly modeling.
We are always happy to discuss your requirements and provide advice on the best training and resources for you. Speak to your account manager, contact us online or get in touch via training@solidsolutions.co.uk.
Every license of SOLIDWORKS on subscription comes with complimentary exam vouchers so you can get certified. Learn more about the series of exams on our dedicated SOLIDWORKS Certifications page.
Book your next course to continue your journey to becoming a certified SOLIDWORKS expert.
We have a variety of classrooms across the UK and Ireland where you can learn SOLIDWORKS. Check out our SOLIDWORKS Training locations here and find a venue near you.
Our virtual classrooms can be accessed by anyone, anywhere. So in the unlikely event that there isn't a classroom nearby, or you'd prefer to attend remotely, You can still attend your chosen training course.
Get in touch with our team as soon as you are able to. Give us a call on 01926 333777 or email training@solidsolutions.co.uk and we can assist you.
Take a look at our Training Course Schedule, as you may be able to rearrange to attend an alternative date for your chosen course.
Our courses offer free cancellation providing the cancellation occurs outside of the fourteen days before the course start date.
Please refer to the Terms & Conditions for full information surrounding cancellations & fees.
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