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The focus of this course is on the fundamental skills and concepts central to the successful use of SOLIDWORKS PDM Professional. You should view the training course manual as a supplement to, not a replacement for, the system documentation and online help. Once you have developed a good foundation in basic skills, you can refer to the online help for information on less frequently used command options. The intended audience for this course is SOLIDWORKS PDM Professional administrators.

Length: 2 days
Prerequisites: Completed the Using SOLIDWORKS PDM Professional Course; experience with the Windows™ operating system. 

View Lessons Below 
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  • 01Installation Planning 
    Planning for SOLIDWORKS PDM Professional 
    The Planning Process
    Training Scenario
    The Installation Process 
  • 02The Administration Tool 
    SOLIDWORKS PDM Professional Administration Tool
    Create a Local File Vault View 
    Setup Overview
  • 03Users and Groups
    Users & Creating Users
    Groups & Creating Groups
  • 04Folder Card Creation
    Data Cards and Card Editor 
    Anatomy of a Data Card 
  • 05File and Search Cards 
    Importing Data Cards 
  • 06Columns and Bill of Materials (BOM) Views 
    Columns
    Bill of Materials
    SOLIDWORKS Inspection
  • 07Workflow
    Workflows
    Categories
    Revisions
  • 08Notifications and Tasks 
    Notifications 
  • 09Folder Templates 
    Template Administration, Wizard and Variables 
  • 10File Templates  
    File Templates 
    Templates with Other File Types 
  • 11Data Migration
    Migrating Legacy Data 
    Migrating Revisions
  • 12Vault Backup
    Blocking Up File Vaults 
    Database Backup
    Archive Server Settings Backup
    Archive Files Backup 
  • AAppendix A: File Types and Settings  
    File Types
    User Settings 
  • BAppendix B: Data Import and Export 
    Import and Export ERP Data
  • CAppendix C: Tool Box Setup

  • DAppendix D: Routing Setup

  • EAppendix E: CircuitWorks Setup

November 2017-DASI Solutions Expands its Midwest Territory

November 2017-DASI Solutions Expands its Midwest Territory

SOLIDWORKS Reseller Increases Footprint into Kansas and Missouri PONTIAC, MI, November 29, 2017– DASI Solutions (DASI), an original Professional Channel reseller of Dassault Systèmes SOLIDWORKS 3D CAD and design solutions, is expanding its reach...
November 2017 - Opening the Door to the Apprenticeship Pathway

November 2017 - Opening the Door to the Apprenticeship Pathway

Contact: Kayla Savale (kayla@dasi-solutions.com) or Laura Cominotto (lcominotto@dasi-solutions.com) DASI Solutions holds Open House Event during National Apprenticeship Week PONTIAC, MI, November 9, 2017 – In partnership with the US Department of Labor...
August 16, 2016 - DASI Solutions Hosts 3rd Annual STEM Summit

August 16, 2016 - DASI Solutions Hosts 3rd Annual STEM Summit

DASI Solutions Hosts 3rd Annual STEM Summit This Thursday, August 18, DASI Solutions will be hosting their 3rd annual STEM Summit. This event will be taking place at the Lafayette Grande, just across the street from DASI’s Downtown Pontiac...
August 2017 - DASI Solutions Celebrates Inaugural Graduation

August 2017 - DASI Solutions Celebrates Inaugural Graduation

Contact: Kayla Savale (kayla@dasi-solutions.com) or Laura Cominotto (lcominotto@dasi-solutions.com) PONTIAC, MI, August 9, 2017DASI Solutions is elated to announce the graduation of its first cohort to particpate in the recently launched...
January 2017 - DASI Solutions Launches New Website

January 2017 - DASI Solutions Launches New Website

Company Celebrates Longevity & Growth with Redesigned Look - PONTIAC, MI, January 26, 2017  DASI Solutions, a local Engineering software provider, has launched a redesigned website in collaboration with its expanded footprint and acquisition of a...
August 26, 2016 - DASI Solutions Graduates First Apprentice with Journeyman's Card

August 26, 2016 - DASI Solutions Graduates First Apprentice with Journeyman's Card

DASI Solutions Graduates First Apprentice with Journeyman's Card DASI Solutions graduated its very first apprentice last week for the completion of the Industrial Design Technician Apprenticeship Program. During their third annual STEM Summit last...
June 19, 2016 - DASI Solutions Acquires Digital Dimensions

June 19, 2016 - DASI Solutions Acquires Digital Dimensions

DASI Solutions Acquires Digital Dimensions SOLIDWORKS Reseller Expands Footprint with Purchase of West Coast Reseller DASI Solutions (DASI), a charter Professional Channel reseller of Dassault Systèmes SOLIDWORKS 3D CAD and engineering development...
March 31, 2016 - DASI Solutions Receives Grant

March 31, 2016 - DASI Solutions Receives Grant

DASI Solutions Receives GrantDASI Solutions, in partnership with Focus: HOPE and JAMA (Jackson Area Manufacturers Association), has been awarded $3 Million in federal grants as part of the American Apprenticeship Initiative. The three...
March 21, 2016 - DASI Solutions Hosts Additive Manufacturing Event with ASME March 30th

March 21, 2016 - DASI Solutions Hosts Additive Manufacturing Event with ASME March 30th

DASI Solutions Hosts Additive Manufacturing Event with ASME March 30th   DASI Solutions, in collaboration with the American Society of Mechanical Engineers (ASME), is hosting a special Additive Manufacturing event on March 30, 2016 at 6:30pm at...
February 12, 2016 - DASI Solutions to Offer 3D Printing Services

February 12, 2016 - DASI Solutions to Offer 3D Printing Services

DASI Solutions to Offer 3D Printing Services! Local Company Creates New Division Dedicated Soley to 3D Services   DASI Solutions is taking their 3D Printing department to a whole new level! The company is actively growing its 3D Printing Service...
January 27, 2016 - DASI Solutions Will Take the Stage at SOLIDWORKS World

January 27, 2016 - DASI Solutions Will Take the Stage at SOLIDWORKS World

DASI Solutions Will Take the Stage at SOLIDWORKS World Local SOLIDWORKS Reseller Invited to Speak at Annual Engineering Convention   SOLIDWORKS World can easily be described as one of the biggest engineering events in the world. It is held annually, each...
January 15, 2016 - Holiday CAD Exchange Winners

January 15, 2016 - Holiday CAD Exchange Winners

Holiday CAD Exchange Winners We are happy to announce the winners of our Holiday CAD Exchange and thank everyone for their participation! The winners are... KURT ZEILE of Prefix Corp. MATT APPEL of Advantage Industries GREG CHURCHLEY of Gentex...
January 15, 2016 - David Darbyshire Named 2016 Board Member for asbe Foundation

January 15, 2016 - David Darbyshire Named 2016 Board Member for asbe Foundation

David Darbyshire Named 2016 Board Member for asbe Foundation Organization Embraces New Year with 2 New Board Members   David Darbyshire, Managing Member of a local reseller and supporter of SOLIDWORKS CAD software, will join the asbe Foundation as a...
November 17, 2015 - Developing the Great Minds of Tomorrow

November 17, 2015 - Developing the Great Minds of Tomorrow

PONTIAC, MI, November 17, 2015 – For the second year in a row, DASI Solutions will participate in Macomb Community College’s RET Days (Robotics, Engineering, and Technology) as part of the STEM initiative to encourage and inspire local students that...
October 30, 2015 - DASI Solutions to Host Apprenticeship Open House

October 30, 2015 - DASI Solutions to Host Apprenticeship Open House

DASI Solutions to Host Apprenticeship Open House Event is part of first annual National Apprenticeship Week PONTIAC, MI, October 30, 2015 – DASI Solutions, in partnership with the U.S. Department of Labor, announced that they will host an...
September 21, 2015 - DASI Solutions to Host Manufacturing Day at Pontiac Facility

September 21, 2015 - DASI Solutions to Host Manufacturing Day at Pontiac Facility

DASI Solutions to Host Manufacturing Day at Pontiac Facility Engineering company opens doors to future generations of innovators PONTIAC, MI, September 21, 2015 – During the recession that occurred back in 2008, Michigan’s employment in...
September 9, 2015 - DASI Solutions Nominated for Educational Initiative Award

September 9, 2015 - DASI Solutions Nominated for Educational Initiative Award

DASI Solutions Nominated for Educational Initiative Award Pontiac-Based Engineering Technology Company is an Award Finalist for Automation Alley's 15th Annual Awards Gala PONTIAC, MI, September 9, 2015 – DASI Solutions is one of three organizations...
July 21, 2015 - DASI Solutions Celebrates 20th Anniversary with Customer Appreciation Event

July 21, 2015 - DASI Solutions Celebrates 20th Anniversary with Customer Appreciation Event

DASI Solutions Celebrates 20th Anniversary with Customer Appreciation Event The 3rd annual DASI Dream Cruise Open House Event will be held in downtown Pontiac to help kick off the company's 20th anniversary celebration. PONTIAC, MI, July 21, 2015 – Pontiac-based...
July 20, 2015 - DASI Solutions to Host Second Annual Education Summit

July 20, 2015 - DASI Solutions to Host Second Annual Education Summit

DASI Solutions to Host Second Annual Education Summit Pontiac-based DASI Solutions is inviting teachers to learn more about the powerful tools available to meet students' 3D design challenges PONTIAC, MI, July 20, 2015 – DASI Solutions will be...
May 19, 2015 - DASI Solutions Co-Owner, David Darbyshire, to Participate in Workforce Development Panel Discussion at Big M in Detroit

May 19, 2015 - DASI Solutions Co-Owner, David Darbyshire, to Participate in Workforce Development Panel Discussion at Big M in Detroit

DASI Solutions Co-Owner, David Darbyshire, to Participate in Workforce Development Panel Discussion at Big M in Detroit  Local Company Continues Involvement with Education in the Areas of Technology and Engineering PONTIAC, MI, May 19, 2015 –DASI...
Apr 30, 2014 - David Darbyshire Featured in Lawrence Technological University Leaders & Innovators

Apr 30, 2014 - David Darbyshire Featured in Lawrence Technological University Leaders & Innovators

DASI Solutions' David Darbyshire Featured in Leaders & Innovators by Lawrence Technological University Reprint from Leaders & Innovators by Lawrence Technological University, http://www.ltu.edu/leaders/.  DAVID DARBYSHIRE:    Owner of DASI Solutions LLC...
Mar 13, 2014 - DASI Solutions adds 8 jobs, moves into new downtown Pontiac HQ

Mar 13, 2014 - DASI Solutions adds 8 jobs, moves into new downtown Pontiac HQ

DASI Solutions adds 8 jobs, moves into new downtown Pontiac HQ Reprint from Metromode on Thursday, March 13, 2014. DASI Solutions underwent some big changes in the last year, expanding its staff with a number of hires, moving into a new home in...
Feb 21, 2014 -The Significance of It All

Feb 21, 2014 -The Significance of It All

The Significance of It All: Starting with a Commodore PC PONTIAC, Mich., Feb. 21, 2014 – DASI Solutions employee, Royce L. Cole, has a long list of SolidWorks awards that trail behind his name on his email signature:  CSWST - CPDM – CPDME –...
Feb 17, 2014 - 24 Firms to share $1M Alley Training Fund

Feb 17, 2014 - 24 Firms to share $1M Alley Training Fund

24 firms to share $1M Alley training fund By Amy Haimerl | Reprinted from Crain's Detroit BusinessOriginally Published: February 17, 2014 3:01 AM | Modified: February 17, 2014 3:19 PM Sam Rassam is a certified ethical hacker.  That's right, he's...
Jan 26, 2013 - Stratasys Color Multi-Material 3D Printer

Jan 26, 2013 - Stratasys Color Multi-Material 3D Printer

The new Objet500 Connex3 is the world's most versatile 3D printer, delivering unparalleled color product realism New 3D Printer allows better decision making, improves design & manufacturing efficiencies and produces better products, faster...
Dec 14, 2013 - SolidWorks Sponsors US FIRST Robotics Teams

Dec 14, 2013 - SolidWorks Sponsors US FIRST Robotics Teams

SolidWorks Sponsors US FIRST Robotics Teams Reprint from the SolidWorks Teacher BlogBy: Marie Planchard Robots are everywhere. Our commercial customers design and manufacture great robots and automation systems. Now all US FIRST teams can use the...
Nov 26, 2013 - DASI Solutions Appoints Education Business Development Manager

Nov 26, 2013 - DASI Solutions Appoints Education Business Development Manager

DASI Solutions Appoints Annette Norris As New Education Business Development Manager Brings over 20 years manufacturing and academic industry experience November 26, 2013 – Pontiac, MI – DASI Solutions LLC announced today that Annette Norris has...
Jul 23, 2013 - DASI Solutions opens 3-D printing showroom in Pontiac

Jul 23, 2013 - DASI Solutions opens 3-D printing showroom in Pontiac

DASI Solutions Opens 3-D Printing Showroom in Downtown Pontiac as Technology Shifts Mainstream Article Reprint from The Oakland Press & Automation Alley July E-NewsletterPublished: July 23, 2013 An old, rundown building in downtown Pontiac that...
Jul 10, 2013 - DASI Moves Headquarters Office

Jul 10, 2013 - DASI Moves Headquarters Office

DASI Moves Headquarters Office to Downtown Pontiac We are happy to announce that due to our growing business, DASI Solutions has moved to larger premises. We will continue to offer the same friendly and high quality service at our new address as we...
March 5, 2013 - MIBB Welcomes Igal Zeitun of Stratasys

March 5, 2013 - MIBB Welcomes Igal Zeitun of Stratasys

MICHIGAN ISRAEL BUSINESS BRIDGE WELCOMES IGAL ZEITUN OF STRATASYS TO DISCUSS MERGER WITH OBJET OF ISRAEL March 5, 2013 (Bloomfield Hills, MI) - Igal Zeitun, VP of Product Marketing and Sales Operations of Stratasys, makers of cutting edge 3D...
Feb 4, 2013 - Pontiac EM's impact noteworthy

Feb 4, 2013 - Pontiac EM's impact noteworthy

MARY KRAMER: Pontiac EM's impact noteworthy Article Reprint from Crain's Business DetroitOriginally Published: February 03, 2013 8:00 PM Modified: February 04, 2013 2:00 AM Last week, General Motors announced it was investing $200 million in...
Jan 15, 2013 - SolidWorks Announces Military Veterans Program

Jan 15, 2013 - SolidWorks Announces Military Veterans Program

SolidWorks Announces Military Veterans Program Any United States Veteran can now purchase the SolidWorks Student Edition for $20 as part of SolidWorks Military Veterans Program (MVP). US Military Veterans will need to provide proof of status before...
Dec 3, 2012 - Stratasys and Objet Complete Merger

Dec 3, 2012 - Stratasys and Objet Complete Merger

DASI Solutions named Value Added Reseller for Stratasys Ltd as result of merger between Objet and Stratasys December 3, 2012 - Stratasys, Inc. and Objet Ltd. today announced the completion of their merger, forming a leader in 3D printing and direct...
Sep 10, 2012 - DS Simplifies 3D Design with SolidWorks 2013

Sep 10, 2012 - DS Simplifies 3D Design with SolidWorks 2013

Dassault Systèmes Simplifies 3D Design with SolidWorks 2013 Latest Release of Leading 3D Design Solution Enables Faster Model Creation, Optimized Performance, Enhanced Collaboration VELIZY-VILLACOUBLAY, France  September 10, 2012 — Dassault...
May 22, 2012 - Objet Launches New Desktop 3D Printer

May 22, 2012 - Objet Launches New Desktop 3D Printer

Objet Launches New Desktop 3D Printer at RAPID - Featuring Industry’s Widest Material Versatility New Objet30 Pro the World’s Most Versatile Desktop 3D Printer With an Expanded Choice of Seven Different 3D Printing Materials The Only Desktop System...
May 4, 2012 - DASI Solutions moves to new HQ

May 4, 2012 - DASI Solutions moves to new HQ

DASI Solutions moves to new HQ in downtown Pontiac Article Reprint from Southeast Michigan Startup, 05/04/2012 DASI Solutions is consolidating some of its operations in downtown Pontiac, taking advantage of the opportunities that present...
Apr 26, 2012 - DASI Solutions moves to new HQ

Apr 26, 2012 - DASI Solutions moves to new HQ

DASI Solutions moves to new HQ in downtown Pontiac Article Reprint from Metromode, 04/26/2012 DASI Solutions is consolidating some of its operations in downtown Pontiac, taking advantage of the opportunities that present themselves in the wake of the...
March 8, 2012 - DASI Solutions at 2012 Manufacturing Mart

March 8, 2012 - DASI Solutions at 2012 Manufacturing Mart

DASI Solutions at 2012 Manufacturing Mart Excerpts and article reprint from GreatLakesGeek.com, 03/08/2012 Putting a Face on Manufacturing. That was the title of a two-day expo produced by The Manufacturing Mart at the Galleria in Cleveland on...
Feb 20, 2012 - Eight Local Companies to Join Automation Alley for Domestic Trade Mission

Feb 20, 2012 - Eight Local Companies to Join Automation Alley for Domestic Trade Mission

Eight Local Companies to Join Automation Alley for Domestic Trade Mission Article Reprint from CBS Detroit by Matt Roush, 2/19/2012 Automation Alley headquarters in Troy TROY — Automation Alley said Friday that eight companies from Southeast...
Nov 15, 2011 - Future of the Electric Car in Michigan

Nov 15, 2011 - Future of the Electric Car in Michigan

Richard Darbyshire Talks About Automation Alley’s Electric Vehicle Charging Station, Future of the Electric Car in Michigan Article Reprint from Automation Alley Newsletter, 11/15/2011 Automation Alley is committed to supporting the growth of the...
Nov 9, 2011 - Objet Launches High Temp Material

Nov 9, 2011 - Objet Launches High Temp Material

Objet Continues 3D Printing Revolution - Launches High Temperature Material Combining Thermal Functionality with Outstanding Dimensional Stability Compact, office-friendly, multi-material 3D printer World’s only technology able to jet 2 materials at the...
Jun 6, 2011 - Design-2-Part Show

Jun 6, 2011 - Design-2-Part Show

DASI Solutions Features Objet 3D Printing at Design-2-Part Show Pontiac, Michigan (June 6, 2011) – American contract manufacturing will be the focus at the Greater Cincinnati Design-2-Part (D2P) Show, June 14 & 15, 2011 at the Northern Kentucky...
Mar 3, 2011 - DASI Solutions grows

Mar 3, 2011 - DASI Solutions grows

DASI Solutions grows with rapid prototyping machines, adding staff March 3, 2011 Reprinted from Metromode. DASI Solutions got its start with engineering software work for automotive companies 15 years ago. Today the Pontiac-based company has...
Jan 26, 2011 - Millionth Education License

Jan 26, 2011 - Millionth Education License

DS SolidWorks Corp. Sells Millionth Education License Students around the World Jump-Start Engineering Careers with Intuitive 3D CAD Software SAN ANTONIO, Texas, USA, Jan. 26, 2011 – Dassault Systèmes (DS) SolidWorks Corp. today announced that one...
Dec 2, 2010 - Objet launches two new desktop 3D printers

Dec 2, 2010 - Objet launches two new desktop 3D printers

Objet launches two new desktop 3D printers starting at $19,900* and demonstrates new advanced materials at EuroMold 2010 Rehovot, Israel, December 2, 2010 – Objet Geometries Ltd., the innovation leader in 3D printing for rapid prototyping and...
Nov 30, 2010 - University of Michigan Training

Nov 30, 2010 - University of Michigan Training

DASI Solutions holds SolidWorks Orientation Mini-Training at University of Michigan On Saturday, October 23, 2010, DASI Solutions conducted a free SolidWorks Orientation/Mini-Training event for University of Michigan engineering students. It was...
Sep 28, 2010 - Design-2-Part Show

Sep 28, 2010 - Design-2-Part Show

DASI Solutions Features Objet 3D Printing at Design-2-Part Show Pontiac, Michigan (September 28, 2010) – American contract manufacturing will be the focus at the Greater Ohio Design-2-Part (D2P) Show, October 6 & 7, 2010 at the John S. Knight...
Nov 1, 2010 - Domestic Trade Mission Conference

Nov 1, 2010 - Domestic Trade Mission Conference

Automation Alley Signs Eight Companies to Attend Army Science Conference Domestic Trade Mission Troy, Mich., Nov. 1, 2010 – Automation Alley, Michigan’s largest technology business association, announced today that eight companies from Southeast...