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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.
SOLIDWORKS PDM Professional User Training

Course Duration

1 Days  (7 hours/day)

Prerequisites

Experience with the SOLIDWORKS

Experience with the Windows™ operating system

Knowledge of SOLIDWORKS file structure

Onsite Training

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

SOLIDWORKS PDM User Course Schedule

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