SOLIDWORKS PDM Tutorial - Upgrade Server

Introduction

This tutorial will guide you through the process of upgrading your SOLIDWORKS PDM (Product Data Management) server and client. Upgrading is essential for maintaining efficiency, security, and compatibility with the latest features. This guide covers everything from checking system requirements to backing up data and performing the actual upgrades.

Step 1: Check Operating System and SQL Server Versions

Before upgrading, ensure that your server meets the necessary requirements.

• Verify the operating system version:
  • Navigate to the server settings and confirm that the OS is compatible with the new SOLIDWORKS PDM version.
• Check the SQL Server version:
  • Open SQL Server Management Studio and confirm the current version.

Step 2: Review Upgrade Requirements

Visit the SOLIDWORKS website to confirm that your current software and hardware meet the upgrade requirements.

• Look for:
  • Compatibility notes for the new version.
  • System requirements specific to your version of SOLIDWORKS PDM.

Step 3: Obtain Installation Software

Download the latest version of the SOLIDWORKS PDM installation software.

• Go to the SOLIDWORKS download portal.
• Select the appropriate version for your license (Standard or Professional).
• Ensure you have the full installation package.

Step 4: Upgrade SolidNetwork License Manager

Before proceeding with the PDM upgrade, update the SolidNetwork License Manager.

• Run the installation software.
• Follow the prompts to upgrade the License Manager.

Step 5: Backup Your Database

Backing up your current database is crucial to prevent data loss during the upgrade.

• Open SQL Server Management Studio.
• Right-click on your PDM database and select “Tasks” > “Back Up”.
• Choose a location to save the backup file.

Step 6: Backup the Archive Server

Next, back up the archive server to safeguard all files.

• Navigate to the archive server directory.
• Copy all necessary files to a secure backup location.

Step 7: Locate and Backup Vault Archived Files

Identify your vault archived files and create a backup.

• Access your vault storage location.
• Ensure all archived files are copied to your backup directory.

Step 8: Upgrade Server Software

Now you can proceed with upgrading the server software.

• Run the SOLIDWORKS PDM installation software.
• Follow the prompts to complete the server upgrade process.

Step 9: Upgrade Database

After the server upgrade, it's time to upgrade the database.

• In SQL Server Management Studio, run the upgrade script provided with the PDM installation.
• Ensure that the database reflects the new version.

Step 10: Update SOLIDWORKS and PDM on Client Computers

Finally, ensure all client machines are upgraded.

• Download the client installation software from the SOLIDWORKS portal.
• Run the installation on each client computer, following the prompts to complete the upgrade.

Conclusion

Upgrading SOLIDWORKS PDM is a multi-step process that requires careful planning and execution. By following these steps, you can ensure a successful upgrade while minimizing the risk of data loss. Remember to always back up your data and verify system compatibility before starting the upgrade process. After completing the upgrade, check for any additional updates or configurations needed to fully utilize the new features.