SOLIDWORKS PDM Standard Training
The SOLIDWORKS PDM Standard training content is aimed at the system administrator, and will cover the capabilities of the PDM Standard system.
Course Overview
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.
NOTE: This course is available as part of the Gold & Platinum Training Passports.
What You'll Learn
Course 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.
What do our customers say?
We use Feefo (the global feedback engine) to gather anonymous but certified genuine reviews from our customers. We continually use customer feedback to improve the service that we offer to our customers and to motivate our team.
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 PDM Standard Training courses, book your place on the course today to save your space. No upfront payment necessary.
Frequently Asked Questions
Other Training Courses
SOLIDWORKS Electrical Routing Training
This SOLIDWORKS Electrical Routing training course explores the process of building component libraries and create parts lists and wiring diagrams for assembly and manufacture.
SMAP3D P&ID Training
In the Smap3D P&ID Training course you will learn the software’s purpose, interface, and how to structure data using projects, symbols, and lines.
SOLIDWORKS Surface Modelling Training
The SOLIDWORKS Surface Modelling training course introduces the concept of modelling with surfaces, ideal for consumer and product designers who have a requirement to create complex shapes and forms.
SOLIDWORKS Plastics Standard Simulation Training
SOLIDWORKS Plastics Standard Simulation training course teaches users how to simulate early stages of the injection moulding process to improve performance.
SOLIDWORKS Simulation Professional Training
SOLIDWORKS Simulation Professional training is designed to advance your understanding of SOLIDWORKS Simulation for deeper structural analysis.
SOLIDWORKS Design Essentials Training
The SOLIDWORKS Essentials training course is recommended to anyone new to SOLIDWORKS. Starting from the very basics of the program, Essentials is a comprehensive introductory course that develops skills for day-to-day modelling in SOLIDWORKS.
SOLIDWORKS Simulation Premium Dynamics Training
SOLIDWORKS Simulation Premium Dynamics training course assess the impact of vibration, dynamic loading, damping, and excitation on components.
SOLIDWORKS Advanced Part Modelling Training
The SOLIDWORKS Advanced Part Modelling training course explores techniques including multi-body modelling, Boolean operations, Sweep and Loft features. Ideal for product and consumer designers seeking complex shape mastery.
SOLIDWORKS Visualize Standard Training
SOLIDWORKS Visualize Standard training will teach you how to create custom appearances and produce photorealistic images for product catalogues and marketing.
SOLIDWORKS CAM Standard Training
A comprehensive introduction to SOLIDWORKS CAM and the basic principles behind Milling and the Tech DB.