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There are currently no scheduled courses. Please check back soon or contact us to find out when a course will be available.

Length: 2 days

Prerequisites: SOLIDWORKS Enterprise PDM CAD Editor course, basic experience with the SOLIDWORKS Enterprise PDM software, experience with the Windows™ operating system, and knowledge of SOLIDWORKS Enterprise PDM file structure and referencing.

Description: The focus of this course is on the fundamental skills and concepts central to the successful use of SOLIDWORKS Enterprise PDM. The intended audience for this course is anyone who will setup and/or administer SOLIDWORKS Enterprise PDM.

The topics covered in this course are:

  • Installation Planning
  • Planning for SOLIDWORKS Enterprise PDM
  • The Planning Process
  • Training Scenario
  • The Installation Process

The Administration Tool

  • SOLIDWORKS Enterprise PDM Administration Tool
  • Creating a SOLIDWORKS Enterprise PDM File Vault
  • Case Study: Create a New File Vault
  • Create a Local File Vault View
  • Setup Overview
  • Exercise 1: Create File Vault and Vault View

Users and Groups

  • Users
  • Case Study: Creating Users
  • Groups
  • Case Study: Create a New Group
  • Exercise 2: Users & Groups

Creating and Modifying Cards

  • File & Folder Data Cards
  • Anatomy of a Data Card
  • Case Study: Design a Folder Data Card
  • Case Study: Design a File Data Card
  • Case Study: Design a Search Data Card
  • Exercise 3: Variables, Serial Numbers, Lists and Data Cards


  • Templates
  • Case Study: Folder Template
  • Case Study: File Template
  • Exercise 4: Templates

Column and Bill of Materials (BOM) Views

  • Columns
  • Case Study: Column
  • Bill Of Material
  • Exercise 5: Create Column and BOM Views


  • Workflows
  • Categories
  • Case Study: Create Categories
  • Case Study: Modify Existing Workflow
  • Case Study: Create New Workflows
  • Revisions
  • Case Study: Create New Revision Schemes
  • Case Study: Specifications Revision Scheme
  • Case Study: CAD Files Revision Scheme
  • Case Study: Sorting State
  • Exercise 6: Categories and Revisions and Workflows

Data Import/Export, Notifications and Tasks

  • Import and Export ERP Data
  • Case Study: Alias Set
  • Case Study: Export Rule
  • Case Study: Import Rule
  • Case Study: Assign Notifications
  • Case Study: Convert Task
  • Exercise 7: Data Import/Export, Notifications and Tasks

File Types and Settings

  • File Types
  • User Settings

Items Administration

  • Items

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