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
PDM Professional Training
Learn about workflows, variable mapping, and template creation to configure SOLIDWORKS PDM Pro with our PDM Professional training,
SolidCAM 4-Axis Machining Training
SolidCAM 4-Axis machining makes the most of 3-axis machines with simultaneous rotary capabilities.
SOLIDWORKS Animations Training
By joining our SOLIDWORKS Animations training, you will learn how to create dynamic animations for documentation, review, or marketing with SOLIDWORKS and SOLIDWORKS Visualize
SolidCAM AFRM Training
Recommend SolidCAM AFRM Training Course for introduction to the basics of the programming 2.5D parts with pocket, drill, and edge deburring recognition.
Geomagic Design X Training
The Geomagic Design X Training is recommended for discovering essential techniques to work with scan data to generate 3D models with positive design intent.
SOLIDWORKS CFD Flow Simulation Training
Learn how to perform computation fluid dynamics analysis within SOLIDWORKS CFD Flow Simulation training course.
SolidCAM iMachining Training
Learn the basics of the SolidCAM iMachining module and program manufacturing processes.
DriveWorks Sales Configurator Training
The DriveWorks Sales Configurator training course is designed to teach you how to build custom web-based configurators and automate business processes with no CAD required.
SOLIDWORKS Electrical 3D Training
The SOLIDWORKS Electrical 3D training course teach you how to use SOLIDWORKS Electrical to optimise your drawings and designs for manufacturability so you can maximise quality, avoid rework and decrease time to market. This course is focused on 3D Design.
SolidCAM 5-Axis Machining Training
Develop your skills for complete control over all aspects of tool path and collision checking.