Introduction to Solidworks PDM

• Basic knowledge of Solidworks (preferred but not mandatory)
• Familiarity with file management concepts

Audience

• Designers
• Engineering professionals

Solidworks PDM is a product data management tool designed to streamline and secure the management of design files in collaborative environments. This course provides participants with the knowledge and hands-on skills required to use Solidworks PDM for both administrative and end-user tasks, enabling efficient file control, security, and team collaboration.

This instructor-led, live training (online or onsite) is aimed at beginner-level users who wish to explore the core functionalities of Solidworks PDM and its applicability to their organization's design file management requirements.

By the end of this training, participants will be able to:

• Understand the key features and benefits of Solidworks PDM.
• Navigate the Solidworks PDM interface and workflows.
• Perform basic end-user tasks such as file check-in/check-out, versioning, and searching.
• Explore administrative functionalities, including vault configuration, user permissions, and workflow customization.
• Assess the potential implementation of Solidworks PDM across multiple company sites.

Format of the Course

• Interactive lecture and discussion.
• Lots of exercises and practice.
• Hands-on implementation in a live-lab environment.

Course Customization Options

• To request a customized training for this course, please contact us to arrange.

Introduction to Solidworks PDM

• What is Solidworks PDM?
• Key benefits for design file management
• Overview of Standard vs. Professional editions

End-User Functionality

• Understanding the Solidworks PDM interface
• File check-in and check-out processes
• Versioning and revision management
• Searching for files and metadata
• Collaboration and file sharing within teams

Administrative Capabilities

• Configuring the PDM vault
• Setting up user and group permissions
• Workflow customization and automation
• Data card creation and customization
• Backup and recovery strategies

Implementation Strategy

• Assessing the scope of PDM implementation
• Best practices for scaling PDM across multiple sites
• Ensuring data security and compliance

Advanced Topics and Future Scope

• Extending PDM capabilities with add-ons
• Integration with other software tools
• Exploring advanced reporting and analytics

Summary and Next Steps