How to Upgrade SOLIDWORKS Toolbox in PDM

If your SOLIDWORKS Toolbox is managed in PDM, then the database which manages Hole Wizard and Toolbox must be upgraded after each SOLIDWORKS major version upgrade. The best practice is to plan the Toolbox upgrade for a time when users are not working on files. This prevents any conflict during the upgrade process as open files referencing the Toolbox will lock the files needed to upgrade.

Step 1: Verify all Toolbox components are checked in to PDM

While logged into the vault as the Admin user (check out, check-in, add, delete), use the Complete Search tool to verify no Toolbox components are checked out. Set the Look into the top-level Toolbox folder name. In this example, the Toolbox folder was named as the default SOLIDWORKS Data exactly as it would be for an individual installation.

Tip: If you don’t know where your Toolbox folder resides in your vault, from within the PDM Admin tool, log into the vault and expand SOLIDWORKS, then double-click Toolbox to display the path.

Check in SOLIDWORKS toolbox components

Step 2: Verify Toolbox Components are not used by checked out assemblies

Download, extract and run the PDM report ‘ListAllCheckedOutParentsWithToolboxParts.crp

SOLIDWORKS PDM execute query

Step 3: Backup the Hole Wizard/Toolbox Folder

Right-click the Toolbox folder and select Get Latest Version to copy the Toolbox files and the Toolbox database to the local cache (if your archive server is remote, this may take several minutes to complete).

Create a copy of the entire locally cached Toolbox folder and save it outside the PDM vault. To create a copy, simply right-click the folder within PDM and select Copy, then navigate outside the PDM vault to a folder of your choosing and right-click to select Paste.

Step 4: Check out the Database

The database must be checked out in PDM to upgrade.

Step 5: Upgrade the Toolbox

Run the SOLIDWORKS Installation Manager to upgrade the SOLIDWORKS software including SOLIDWORKS Toolbox. This process upgrades the Toolbox database and engineering standards to the latest version. The individual Toolbox files such as bolts, screws, washers, etc., will be upgraded to the latest version the next time they are opened and saved in SOLIDWORKS.

On the Summary screen, ensure that the Toolbox Options installation path is set to the Toolbox folder location in the PDM vault. If not, click Change, select Reference or upgrade and existing Toolbox, and browse to the Toolbox folder location in the PDM vault.

Run the installation.

Note, these tools are available to upgrade the individual files to the latest version in batches or the entire Toolbox directory at once:
SOLIDWORKS Task Scheduler > Convert Files
SOLIDWORKS PDM File Version Upgrade tool

Step 6: Check In the Upgraded Database

The upgraded database must be checked in to PDM.

Note: For upgrades from SOLIDWORKS 2014 or earlier, add the Toolbox database file swbrowser.sldedb and any other local file created in this folder to the vault.

Step 7: Update Local Cache (last step)

Now that the Hole Wizard/Toolbox database has been upgraded, the local cache needs updated for each local vault view.

The Toolbox root folder path can be found in the PDM Administration tool by expanding SOLIDWORKS and then opening Toolbox.

Update SOLIDWORKS local cache

To update the local cache automatically when a user logs into PDM, set the User/Group Cache Options to ‘Refresh cache during log in’ for the Toolbox folder.

To update the local cache manually, each user must select the Toolbox folder and then right-click and select ‘Get Latest Version’.

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