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Installation
- SOLIDWORKS and SW PDM System Requirements
- Preparing for Installation
- How to Download SOLIDWORKS
- SOLIDWORKS Installation Manager (.exe)
- How to Request a Manual Download for SOLIDWORKS
- How To Order A SOLIDWORKS Media Kit
- Installing – A Complete Overview to Managing a CAD Environment
- SOLIDWORKS Hardware Guide
- Troubleshooting SOLIDWORKS Installation Issues
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- SOLIDWORKS Individual Installation
- How to Modify Your SOLIDWORKS Installation
- How to Repair Your SOLIDWORKS Installation
- Performing a Clean Uninstall
- How to Quickly Update SOLIDWORKS to a Newer Service Pack
- How to Transfer a Standalone License
- Install Multiple Versions
- SOLIDWORKS Activation Wizard: How to Transfer SOLIDWORKS License
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- SOLIDWORKS Network Licensing
- How to Upgrade SolidNetWork License Manager
- Moving from SOLIDWORKS Standalone to Network Licenses
- Adding License to an Existing SolidNetwork License Manager
- Use Options File to Reserve Licenses for Specific Users
- SOLIDWORKS SolidNetWork License Order Guide
- How to Reactivate SOLIDWORKS Network Licenses
- How to Move the SOLIDWORKS SolidNetWork License Manager to a New Server
- SOLIDWORKS SolidNetwork License Manager Overview
- How to Install the SolidNetwork License Manager
- Reserve Licenses with Options File
- How to add or remove network serial numbers
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SOLIDWORKS Portal
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SOLIDWORKS
- SOLIDWORKS Keyboard Shortcuts
- SOLIDWORKS Copy Settings Wizard
- Accessing Xpress Tools
- How To Tell Who Has a SOLIDWORKS File Open
- How to Use SOLIDWORKS Pack and Go
- SOLIDWORKS Administration Overview
- Rebuild Types and How They Work
- Understanding SOLIDWORKS Settings and Templates
- How to create SOLIDWORKS Part, Assembly, and Drawing Templates
- Utilizing Cloud Storage with SOLIDWORKS
- Automate File Exports with Task Scheduler
- Troubleshooting Weldment Cut List Consolidation
- SOLIDWORKS Multi-sheet Custom Properties Source
- How to Use Save As with References
- How to Troubleshoot Graphical Issues
- How to Enable or Disable SOLIDWORKS Add-ins
- PDM Branch and Merge Overview
- Copy and Paste as Reference in PDM
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PDM
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- PDM How to Work in Off-line Mode
- How to Use PDM Move Tree
- How to Use PDM Copy Tree
- PDM - What are Private State Files?
- PDM Search Operators
- How to Set PDM to Details View in Windows File Explorer
- SOLIDWORKS PDM Search Results – Which Configuration’s Variables are Displayed?
- PDM Automatic Login Options
- Preview Tab Options
- How To Overwrite Latest PDM Version
- Difference Between Versions and Revisions
- How to export search results from PDM
- Selecting Child References Automatically in SOLIDWORKS PDM 1/3
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- PDM Administrators: Roles and Responsibilities
- PDM License Type Matrix
- PDM Server Recommendations
- PDM Backup Procedures
- How to Reset Your SOLIDWORKS PDM Admin Password
- How to Control Get Version Commands
- Adding a PDM Vault View with a Windows Azure Active Directory Account
- PDM Major Minor Revisions
- How to Set Revision Manually in PDM
- How to Set Up Revision Tables
- PDM - What are Version Free Variables?
- PDM How to Rollback a File to a Previous Version
- PDM Setting Cache Options Automatically
- How to Change PDM Date Formatting
- How to Delete a PDM User Completely
- How to Reset Web2 Authentication in IIS
- SOLIDWORKS PDM Connectivity Test Tool
- How to Configure the Local HOSTS file to Resolve Server Name
- Create Local Vault View Shortcut
- How to Configure a Computer to be a PDM Task Host
- How to Setup a Dedicated Unattended Task Host
- How to use PDM Database Upgrade Tool
- Collect Support Information for PDM
- Update Credentials for PDM Archive Server
- Update Credentials for PDM Database Server
- Creating and Using PDM Labels
- Troubleshooting PDM Notifications
- PDM Cold Storage and How To Use It
- How to set the PDM Preview Tab Viewer
- How to reset the SQL password for the PDM Vault SQL Server
- SOLIDWORKS Strategies for Using the File Version Upgrade Tool (FVUT)
- How To Relocate An Existing SOLIDWORKS Vault View To Another Drive
- How to manually remove a disconnected PDM Vault View
- How To Relocate Vault Archive Folders To Another Drive
- How to Setup Toolbox in PDM - SOLIDWORKS
- How to Resolve “Workflow States Exceeds Permissible Limit” - SOLIDWORKS
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- Create Local Vault View
- How to Delete or Recreate a Local Vault View
- Create Local PDM Vault View Using .cvs File
- How to Change PDM Client License Type after Installation
- PDM File Version Upgrade Tool
- PDM Upgrade Checklist
- How to Upgrade SOLIDWORKS PDM Add-ins
- SOLIDWORKS PDM: Moving Server Components - Checklist
- How to Install SOLIDWORKS PDM Standard
- SOLIDWORKS PDM / Manage Installation Guide (PDF)
- Install Microsoft SQL 2019 for PDM Professional
- How to Install PDM Client Software
- Change SQL Server License
- How to Upgrade SOLIDWORKS Toolbox in PDM - AUTOMATICALLY
- How to Upgrade SOLIDWORKS Toolbox in PDM - MANUALLY
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Known Solutions
- Windows Firewall Exceptions for SOLIDWORKS Network Based Products
- Why Users Need Local Admin Rights to Install SOLIDWORKS
- How to Run SOLIDWORKS with Administrator Permissions
- Blank SOLIDWORKS Installation Manager - Resolution
- SOLIDWORKS RX - The Ultimate CAD Diagnostic Tool
- SOLIDWORKS Safe Modes
- How to Force SOLIDWORKS to Use Your Graphics Card
- How to Ensure that You are Running a SOLIDWORKS Certified Graphics Card Driver
- Troubleshooting SOLIDWORKS Installation Issues
- Resolution to Common File Location Errors
- Non-Matching Internal ID
- Could not obtain a license for SOLIDWORKS CAM. Invalid (inconsistent) license key
- “The Source Folder Is Not Versioned Properly…” Error when Modifying Serial Number
- “A Newer Version of This Product is Already Installed” Error when Installing SOLIDWORKS
- "Error obtaining License (-85, 147, 0)"
- SOLIDWORKS Search Routine Order
- How to Restore Dismissed SOLIDWORKS Messages
- Viewing SOLIDWORKS Configurations in eDrawings
- How to Modify the Reference/Update Dialog Dismissal Time
- SOLIDWORKS Educational Resources
- How to Change the SOLIDWORKS Language
- Restore Your File Associations
- How To Reset SOLIDWORKS Registry
- Resolve "Sheet Format Could Not Be Located"
- How To Correct The "Default Templates Are Not Valid" Error
- Correcting foreign language characters in the FeatureManager Tree
- How to Collect CXPAs
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Simulation
- Simulation Meshing Guide
- How to Duplicate and Reuse Simulation Study Data
- Setting Up Default Options for SOLIDWORKS Simulation
- Which Type of Elements Should I Use?
- Is SOLIDWORKS Simulation Accurate?
- Getting Started with Simulation
- The Basics of Setting Up a Study in Simulation
- Do I Need Non-linear Simulation?
- Submodeling Studies – The What, Why, & How of Using Them in SOLIDWORKS Simulation
- What To Do When you get the “Excessive Displacement” Warning in SOLIDWORKS Simulation
- How to Create Temperature Dependent Custom Materials in SOLIDWORKS Simulation
- How to Export Flow Simulation Results to Import into FEA
- How to Add a Hydrostatic Load
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3DEXPERIENCE
- How to Create a 3DEXPERIENCE ID
- 3DEXPERIENCE Cloud Eligibility Tool
- Cloud Services Activation
- Invite Users & Assign Roles
- How to Install Collaborative Designer for SOLIDWORKS
- Install the 3DEXPERIENCE Add-in for SOLIDWORKS
- How to Install 3DEXPERIENCE SOLIDWORKS Connected
- How to Update SOLIDWORKS Connected and other Apps
- Storing SOLIDWORKS Templates on 3DEXPERIENCE Platform
- Work Offline in 3DEXPERIENCE
- How to uninstall 3DEXPERIENCE SOLIDWORKS Connected
PDM Upgrade Checklist
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PDM Upgrade Checklist
Note
Upgrading a production PDM environment involves several server and client components that must be upgraded together to work properly. Attempting to upgrade SOLIDWORKS PDM without all necessary files, logins, and procedures can cause temporary loss of functionality and possible loss of data, including catastrophic data loss. The upgrade should involve representatives from IT, PDM Administration, and Users to coordinate the time to perform the upgrade and make sure access is available to all systems and is performed safely and smoothly.
Here is a list of recommended steps and information to gather before starting the upgrade process. All of these can be safely performed prior to upgrading the PDM Vault and the upgrade should not begin until all have been completed.
- • Identify the location for each of the following PDM server services. Refer to implementation documents for this information if it exists, and understand that multiple components can exist on the same server or may not be used in your implementation.
- • SQL Server, Instance, and the name of the Table for this vault
- • PDM Database Server Service
- • PDM Archive Server Service
- • PDM Web Server and IIS (if applicable)
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• If unsure which server is the active server, confirm these registry key values on a client computer: HKEY_LOCAL_MACHINE\SOFTWARE\SolidWorks\Applications\PDMWorks Enterprise\Databases\
- • ShellRoot: Location of local vault view, in case there are multiple
- • DbServer: Server Name or location\Database Table Name
- • ServerLoc: Archive server name
- • Obtain admin login credentials for PDM, SQL Server, and each Windows Server.
- • Password for the PDM “admin” account
- • Administrator login for Windows
- • SQL Server “sa” password
If you run into issues performing the above steps, MLC CAD Customers can reach out for support here.
If you are ready to proceed, download the SOLIDWORKS PDM Upgrade Guide
Download the Guide
Please complete the form to download the guide
Last Updated On
byMarcus Brown