SOLIDWORKS PDM User Course Overview

The SOLIDWORKS PDM User course is designed to equip participants with the fundamental skills and concepts necessary for the successful use of SOLIDWORKS PDM (Product Data Management). This course is aimed at anyone who will manage files within the SOLIDWORKS PDM environment, providing a comprehensive understanding of how to effectively utilize this tool to manage project files and documentation.

Skills Learned:

Grasp the basic concepts and components of SOLIDWORKS PDM software.
Learn to log in, create project folders, add new and existing documents to the vault, and check in documents along with their references.
Understand how to check out files, create new revisions and versions, and view document history.
Search the vault for custom properties and other metadata.
Utilize workflow states, notifications, and transitions effectively.
Work with computed bill of materials (BOM) and export them to CSV and other file formats.

Course Duration

1 Days (7 hours/day)

Prerequisites

Experience with the SOLIDWORKS

Experience with the Windows™ operating system

Knowledge of SOLIDWORKS file structure

Course Examples

SOLIDWORKS PDM User Course Syllabus

Lesson 1: SOLIDWORKS PDM Concepts

The Fundamentals of PDM
SOLIDWORKS PDM Overview
SOLIDWORKS PDM Modules
SOLIDWORKS PDM Components

File Vault
View of File Vault
Working Folder (Cache)
Access Rights
SOLIDWORKS PDM ‘Smart’ Files
SOLIDWORKS PDM ‘Smart’ Folders
File Data Card
Folder Data Card
Workflow
Notifications
Versions and Revisions

Lesson 2: SOLIDWORKS PDM User Interface

SOLIDWORKS PDM User Interface

Getting Help
The Explorer Window
Logging In

Case Study: Exploring SOLIDWORKS PDM

SOLIDWORKS PDM User Interface Layout
Logging Out

Exercise 1: Explore SOLIDWORKS PDM User Interface

Lesson 3: Document Creation and Check In

Document Creation and Check In

Creating New Folders and Files

Case Study: Checking in Documents

Add Existing Files
Document Check In
Create Files and Folders from Templates

Advanced Document Check In

Check In File

Case Study: Checking in Documents with References
Exercise 2: Document Creation and Check In

Lesson 4: Versioning Files

Versioning Files

Check Out
Optional Check Out Method

Case Study: Versioning Files

Overwriting Latest Versions
Local File Version
Get Latest Version
Get Version
Overwriting Checked Out Versions
Undo Check Out
History

Exercise 3: Versioning Files

Lesson 5: File References

File References

Creating and Removing References

Case Study: File References

Copying Files with References

Case Study: Copy File and References

Moving Files with Reference

Case Study: Move File and References

Sharing Files

Exercise 4: File References

Lesson 6: Searching

Searching SOLIDWORKS PDM

Name and Location
Start Searching
Searching for Checked Out Files
The Search Results

Case Study: Search

Favorite Searches

Quick Search
Exercise 5: Search

Lesson 7: Workflow and Notification

SOLIDWORKS PDM Workflow

Change File State

Case Study: Workflow
Exercise 6: Workflow

Lesson 8: Working in SOLIDWORKS

Versioning SOLIDWORKS Files

SOLIDWORKS Add-in
Add-in Options
Check Out Files

Case Study: Versioning Files

Check In Files

Managing Local Cache

Remove Local Copy
Clear Local Cache
Working With File Versions
Workflow

Exercise 7: Versioning SOLIDWORKS Files