SOLIDWORKS Manage Administration

SOLIDWORKS Manage Administrator

How to setup, maintain, and administer SOLIDWORKS Manage
Duration: 3 Day Course
Prerequisites: Completed the SOLIDWORKS PDM Professional Admin training course

About The Course

The SOLIDWORKS Manage Administrator Training is designed to give you an entry-level understanding of SOLIDWORKS Manage core functionality.

You will learn about the the role of a SOLIDWORKS Manage Administrator, creating backups, restore upgrade, system options, connecting to SOLIDWORKS PDM Professional, document and record objects, fields and field groups, bills of materials, reports and dashboards.

This course is ideal for anyone getting started with SOLIDWORKS Manage, or anyone who needs a refresher on how to get started.

IMPORTANT NOTE: You must have an existing SOLIDWORKS Manage environment or are engaged in a SOLIDWORKS Manage system deployment.

What You Will Learn

  • Planning for SOLIDWORKS Manage System
  • Architecture SQL Server and Firewall Ports
  • Essential Administrative Options
  • Numbering Schemes
  • Split AutoNumber
  • Connecting to SOLIDWORKS PDM Professional
  • Record Object Types
  • Requirements for connecting
  • Creating a PDM Object
  • Global Variables
  • Document and Record Object Types
  • Fields and Field Groups
  • Bills of Materials
  • Backup, Restore, and Upgrade
  • Dashboard and Reports


Lesson 1: System Options

  • Planning for SOLIDWORKS Manage
  • System Architecture
    • SQL Server
    • Firewall Ports
  • Configuration File
  • Case Study: Connecting to SOLIDWORKS Manage
    • SOLIDWORKS Manage Client
    • Administration Options
    • Sites
  • Essential Administrative Options
  • Company Details
  • Case Study: System Options
  • General Options
  • Numbering Schemes
  • Case Study: Numbering Schemes
  • Numbering Scheme Items
  • Split AutoNumber

Lesson 2: Connecting to SOLIDWORKS PDM Professional

  • Record Object Types
  • Requirements for Connecting
  • Case Study: Installing the Add-In
  • Creating a PDM Object
    • Prerequisites
    • Case Study: Connecting to a Vault
    • Fields
    • Property Tabs
    • Access Rights

Lesson 3: Document and Record Object Types

  • Record Object
    • Case Study: Record Object
    • Non-Revision Controlled
    • Case Study: Consumables
  • Permissions
  • Document Object
    • Document Object versus PDM Object
    • File Names
    • Case Study: Standards
    • Local Cache
    • File Status
    • Server Archives
  • File Templates
    • Case Study: File Templates
    • Template Permissions

Lesson 4: Fields and Field Groups

  • Fields
    • Types of Fields
    • Case Study: Fields
  • Organizing Fields
  • Field Groups
    • Case Study: Field Groups
    • Alternative Method
  • Numbering by Field Group
    • Case Study: Leveraging Fields and Field Groups
    • Sorting Records
    • Default Values by Field Group
  • Global Variables
    • Case Study: Global Variables
    • Building Equations

3 Day Course

Lesson 5: Bills of Materials

  • Bills of Materials
    • Case Study: Edit Existing BOM
    • BOM Fields
  • Creating Bills of Materials
    • Case Study: Creating a new BOM
    • View Options
    • The Type Field
    • Importing BOM from Excel
    • Formatting Spreadsheet

Lesson 6: Backup, Restore, and Upgrade

  • Backing Up
    • Backing Up the Root Folder
    • Backup Locations
    • Locating the Root Folder
    • Case Study: Backup
    • Backing Up the Database
    • Backups and the Transaction Log
    • Maintenance Plans
    • Other Maintenance Tasks
  • Restoring the Environment
    • Before Restoring
    • Restore Procedure
  • Upgrading SOLIDWORKS Manage
    • Database Compatibility
    • Stand Alone Administration Tool
    • Case Study: Current Versions

Lesson 7: Reports

  • Using Report Designer
  • Adding data sources to reports
  • Creating detailed reports
  • Filtering report data
  • Creating calculated fields
  • Creating custom report tables

Lesson 8: Dashboards

  • Configuring Dashboards
  • Adding data sources to dashboards
  • Using Dashboard items
  • Designing custom Dashboards
  • Customizing Dashboard Appearance
  • Using the Dashboard viewer