How to manage your documents with SOLIDWORKS

Using SOLIDWORKS PDM Standard Training Course Overview

The focus of the Using SOLIDWORKS PDM Standard training course is on the fundamental skills and concepts central to the successful use of SOLIDWORKS PDM including storing documents, revision control, and working within SOLIDWORKS.

This course is designed around a process or task-based approach to training. Rather than focus on individual features and functions, a process-based training course emphasizes the process and procedures you follow to complete a particular task.

By utilizing case studies to illustrate these processes, you will learn the necessary commands, options and menus in the context of completing a task.

Course Duration

In-class 1 Day (5 hours/day)

Or Online 1 Day (5 hours/day)

Skill Level

Basic/Intermediate Course

Course Type

Live Hands-on Practical Training

Using SOLIDWORKS PDM Standard Course Requirements & Benefits

Understand the course requirements and the skills you will acquire after completing the course


Experience with Windows and SOLIDWORKS software

SOLIDWORKS PDM Standard software

Knowledge of SOLIDWORKS file structure and referencing

Features Targeted

Check vault files in and out

Working with file references

Working with SOLIDWORKS

Acquired Skills

Manage your company documents

Share and collaborate with others

Apply document revision control and workflow management

Thanks very much for the great training received this week, you are a true wizard at PDM, we learned a tremendous amount of information and how powerful a tool PDM can be for a company like ours. We look forward to the final steps when we implement this later this month.

— Chris White, Mechanical Designer, Quickmill Inc. 

Using SOLIDWORKS PDM Standard Lessons

The following lessons are included in the course

Lesson 1: Installation Planning

Gather the required information needed to plan a SOLIDWORKS PDM Standard installation and understand the scenario used for this course.

Lesson 2: The Administration Tool

Start the SOLIDWORKS PDM Standard Administration tool. During lesson 2, we will identify the major sections of the Administration tool, create a new SOLIDWORKS PDM Standard vault and create a local view of a SOLIDWORKS PDM Standard vault.

Lesson 3: Users and Groups

Add new users and groups to the vault. Lesson 3 will explain how to create and apply permissions to users and how to assign Group level permissions.

Lesson 4: Folder Card Creation

Understand how cards work within PDM. Attendees will create a Folder Card from scratch and assign variables to the card.

Lesson 5: File and Search Cards

Lesson 5 looks at importing cards into the PDM Vault & making changes. Control Logic will be added to cards to limit visibility dependant on options selected. Also time will be spent looking at the Quick Search functionality.

Lesson 6: Column and Bill of Materials (BOM) Views

Creation of a File List Column set to dictate the way PDM Columns will show within Windows Explorer for users. Course attendees will also create a BOM Column set to be used within the Windows Explorer view of PDM.

Lesson 7: Workflow

Create a Workflow to represent the entire internal workflow structure of files practised in the training scenario. Learn how to add States and Transitions to allow the movement of files through the Workflow. Permissions will be added to the previously created States and Transitions to restrict Users and Groups access to each stage of the Workflow. Create and apply a Revision Scheme to the Workflow.

Lesson 8: Notifications and Tasks

Learn to configure automatic notifications to be sent during file life cycles (attached to workflow). Set up Tasks in the Vault and attach them to Workflow Transitions. Configure Machines to be used to run tasks.

Lesson 9: Data Migration

Lesson 9 will look at the best workflow to bring in legacy data into the Vault on a case by case basis and setting Metadata to correct values.

Lesson 10: Vault Backup

Understanding the process to backup both the Archive Server and the Database for the PDM Vault.

What makes a good SOLIDWORKS PDM Administrator?

The successful implementation, use and growth of SOLIDWORKS PDM, is largely dependent on the skill of the administrator. Below are some characteristics that make for a good SOLIDWORKS PDM Administrator:

  • Ability to form concession:
    • Individuals and groups can have differing goals and priorities. A good PDM Admin should be able to form a solution, that the majority can agree on.
  • Ability to make decisions: 
    • At times concession is not practical or possible. A good PDM admin should be able to make decisions that benefit the company as a whole.
  • A solid understanding of the company's policies and processes: 
    • In order to ensure that PDM reflects important company policies and processes, a good PDM Admin should have a good understanding of these policies and processes and/or be able to easily access information on these policies and processes.
  • General computer skills:
    • A comfortable working understanding of computers and a general understanding of networks.
    • The admin should also have access to technical resources such as IT/IS.
  • Time to maintain and administer PDM:
    • The PDM Admin should be able to schedule time for maintaining PDM (updates).
    • General troubleshooting.
    • Developing and growing the use of PDM in order to take full advantage of the automation and time savings offered by SOLIDWORKS PDM.

Training Methods

Choose the training method right for you


Group/Public Training

Receive training as a group (limited amount per class) from certified instructors using vendor approved training content and methodologies.

Training is delivered either live online or in a traditional classroom environment.

  • Cost effective training method.
  • More effective than video based training, with videos learners are often not as focused on the training and skip exercises.
  • Learn more through group questions and feedback.
3DEXPERIENCE Onsite Training

Private Training

This style of flexible training is perfect for teams or individuals who are faced with a specific challenge and require personalized courses with on-the-job coaching.

Training is available live online, in-person classroom or onsite at your location.

  • Use our state-of-the-art mobile classroom at your facility.
  • Bring your team up to a consistent level of knowledge by having them take the same training at the same time.
  • Benefit from flexible scheduling options.

Upcoming Training Courses

Choose a scheduled Using SOLIDWORKS PDM Standard course

Date & Time
  • August 20, 2024
  • 12:00 pm - 5:00 pm ET
Live Online
Date & Time
  • September 17, 2024
  • 12:00 pm - 5:00 pm ET
Live Online
Date & Time
  • October 15, 2024
  • 12:00 pm - 5:00 pm ET
Live Online
Date & Time
  • November 12, 2024
  • 12:00 pm - 5:00 pm ET
Live Online
Date & Time
  • December 10, 2024
  • 12:00 pm - 5:00 pm ET
Live Online

Are you using SOLIDWORKS to its full potential?

Enhance your skills and capabilities with a SOLIDWORKS Training Assessment from TriMech.