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.
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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
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
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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