INSTALLATION GUIDE SOLIDWORKS PDM 2021/SOLIDWORKS Manage 2021

INSTALLATION GUIDE

SOLIDWORKS PDM 2021/SOLIDWORKS Manage 2021

Contents

1 SOLIDWORKS PDM and SOLIDWORKS Manage Installation Guide..................7

2 Installation Overview..............................................................................................9

Required Installation Components...............................................................................................10

Optional Installation Components (SOLIDWORKS PDM Professional Only)..............................12

SOLIDWORKS PDM Deployment Scenarios...............................................................................12

System Requirements..................................................................................................................15

Installation Summary....................................................................................................................15

Installation Assistance..................................................................................................................16

3 Installing and Configuring SQL Server.................................................................17

SQL Server 2016, 2017, and 2019 Support.................................................................................17

Installing SQL Server 2016, 2017, or 2019..................................................................................18

Before Installing SQL Server 2016, 2017, or 2019..................................................................18

Performing the SQL Server 2016, 2017, or 2019 Installation..................................................18

After Installing SQL Server 2016, 2017, or 2019.....................................................................22

Verifying SQL Server 2016, 2017, or 2019 Installation...........................................................22

Upgrading to SQL Server 2016, 2017, or 2019............................................................................22

Performing the Upgrade to SQL Server 2016, 2017, or 2019.................................................22

After Upgrading to SQL Server 2016, 2017, or 2019..............................................................24

SQL Server 2014 Support............................................................................................................24

Installing SQL Server 2014...........................................................................................................24

Before Installing SQL Server 2014..........................................................................................24

Performing the SQL Server 2014 Installation..........................................................................25

After Installing SQL Server 2014 .............................................................................................30

Verifying SQL Server 2014 Installation...................................................................................30

Upgrading to SQL Server 2014....................................................................................................30

Performing the Upgrade to SQL Server 2014.........................................................................30

After Upgrading to SQL Server 2014......................................................................................32

SQL Server Troubleshooting........................................................................................................33

Clients Cannot Work in the File Vault......................................................................................33

SOLIDWORKS PDM Administrative Features Fail.................................................................33

SOLIDWORKS PDM Cannot Connect to the Server..............................................................33

Changing the SQL Server Login Account....................................................................................34

Creating a New SQL Login Account........................................................................................34

Using the New SQL Login with the SOLIDWORKS PDM Archive..........................................34

Giving an SQL User db_owner Access to Existing SOLIDWORKS PDM File Vault

Databases..........................................................................................................................35

Insufficient SQL Permissions..................................................................................................35

4 Installing and Configuring SQL Server Express...................................................36

Installing and Managing SQL Server 2014 Express.....................................................................36

Before Installing SQL Server 2014 Express ............................................................................36

Installing the SQL Server Express Database Engine..............................................................36

After Installing SQL Server 2014 Express...............................................................................40

Verifying SQL Server 2014 Express Installation.....................................................................41

Upgrading SQL Server Express 2014 to SQL Server 2014....................................................41

5 Installing SOLIDWORKS PDM............................................................................42

Downloading the Installation Media..............................................................................................43

Initiating the Installation Via SOLIDWORKS Installation Manager...............................................43

Initiating the Installation via the InstallShield Wizard....................................................................43

Installing SOLIDWORKS PDM Database Server.........................................................................44

Before Installing the Database Server.....................................................................................45

Performing the Database Server Installation...........................................................................45

Installing SOLIDWORKS PDM Archive Server............................................................................47

Before Installing the Archive Server ........................................................................................47

Performing the Archive Server Installation..............................................................................48

Opening Ports for Client/Server Communication....................................................................52

Adding Archive Servers in a WAN Environment.....................................................................54

Installing and Configuring SolidNetWork Licensing......................................................................55

Installing a SolidNetWork License Manager............................................................................55

Activating a SolidNetWork License ........................................................................................55

Using SolidNetWork License Server with Firewalls .................................................................56

SolidNetWork License Administration.....................................................................................57

Licensing.................................................................................................................................60

Installing SOLIDWORKS PDM Web2 (For SOLIDWORKS PDM Professional only)...................63

Before Installing Web2............................................................................................................63

Performing the Web2 Server Installation.................................................................................65

Creating a Vault View on the IIS Server Running Web2.........................................................65

Configuring SOLIDWORKS PDM Web2.................................................................................66

Installing SOLIDWORKS PDM Web API Server (For SOLIDWORKS PDM Professional

Only)........................................................................................................................................74

Performing the Web API Server Installation............................................................................74

Installing the SOLIDWORKS PDM Client.....................................................................................75

Before Installing Clients...........................................................................................................76

Installing Clients Using the Installation Wizard ........................................................................77

Installing eDrawings................................................................................................................79

Upgrading the SOLIDWORKS PDM Standard Client/Server to Professional.........................79

Enabling Logging to Troubleshoot Installation........................................................................79

Creating SOLIDWORKS PDM Client Administrative Image....................................................80

Deploying Clients Using Windows Active Directory................................................................80

Enabling Logging When Deploying SOLIDWORKS PDM.......................................................82

Scripting a Silent Installation of SOLIDWORKS PDM.............................................................83

Contents

6 Using SOLIDWORKS Installation Manager.........................................................86

SOLIDWORKS PDM....................................................................................................................86

Listing of PDM Server Components.............................................................................................87

Understanding Differences between PDM Clients .......................................................................88

Before Installing PDM Server.......................................................................................................89

Installing a PDM Server with the SOLIDWORKS Installation Manager.......................................90

Installing a PDM Client with the SOLIDWORKS Installation Manager.........................................91

7 Creating and Distributing File Vault Views...........................................................93

Vault Creation...............................................................................................................................93

Prerequisites............................................................................................................................93

Adding an Archive Server........................................................................................................94

Logging In to an Archive Server..............................................................................................94

Creating a Vault.......................................................................................................................95

Configuring the SolidNetWork License Server for the File Vault................................................100

Creating a File Vault View Using the View Setup Wizard..........................................................100

Enabling Broadcast with Windows Firewalls.........................................................................103

Using a Shared File Vault View with Multiple User Profiles..................................................104

Using SOLIDWORKS PDM on a Terminal Server................................................................104

Creating a File Vault View Setup File....................................................................................105

Scripting File Vault View Setup.............................................................................................106

Distributing the File Vault View Using Microsoft Windows Active Directory...............................106

Finding the SOLIDWORKS PDM Vault ID............................................................................108

Receiving a Distributed File Vault View.................................................................................108

Distributing File Vault Views in a WAN Environment.................................................................109

Manually Configuring the Archive Server That Is Announced to SOLIDWORKS PDM

Clients..............................................................................................................................109

Specifying SOLIDWORKS PDM Settings Group Policy Manually........................................109

SOLIDWORKS PDM Settings Policy Options.......................................................................110

8 Upgrading a Vault from Standard to Professional.............................................113

Upgrading the SolidNetWork License from Standard to Professional........................................113

Activating the Professional License............................................................................................114

Upgrading the Standard Vault....................................................................................................115

Upgrading the SOLIDWORKS PDM Standard Client/Server to Professional............................115

After Upgrading the File Vault ....................................................................................................115

9 Configuring Content Search (For SOLIDWORKS PDM Professional only).......117

Content Search Overview...........................................................................................................117

Recommended Computer Configuration....................................................................................118

Using Windows Search for Content Search...............................................................................118

Installing Windows Search Service............................................................................................119

Enabling Windows Search Service.......................................................................................119

Setting Up Windows Search .......................................................................................................119

Indexing the Archives for Windows Search................................................................................120

Contents

Indexing SOLIDWORKS PDM Professional File Vault Archives................................................120

Configuring the Index Service on a Non-SQL Server System....................................................121

Updating the File Vault Database with the Index Server Name............................................121

Changing the Database Server Login Account.....................................................................122

Changing the SQL Server Login Account.............................................................................122

Adding Index Server Filters........................................................................................................123

Compressed Archives (gzip) Filter........................................................................................123

Managing File Vault Index Catalogs...........................................................................................124

Removing a File Vault Index.......................................................................................................124

10 Backing Up and Restoring File Vaults.............................................................125

Backing Up the File Vault Database...........................................................................................125

Backing Up the SOLIDWORKS PDM Master Database............................................................126

Backing Up the Archive Server Settings....................................................................................126

Backing Up the Archive Files......................................................................................................127

Scheduling Database Backups..................................................................................................127

Starting the SQL Server Agent ..............................................................................................127

Setting Up a Maintenance Plan for Database Backup (For SOLIDWORKS PDM Professional

only)..................................................................................................................................128

Restoring a File Vault.................................................................................................................130

Restoring the SQL Server File Vault Databases...................................................................131

Verifying the ConisioMasterDb Restore................................................................................131

Restoring the Archive Server and File Vault Archives ...........................................................131

11 Upgrading SOLIDWORKS PDM......................................................................133

About Enterprise PDM Upgrade.................................................................................................133

Before Upgrading..................................................................................................................133

Determining the Current Version...........................................................................................134

Determining Which Updates Have Been Applied..................................................................135

Upgrading the Archive Server....................................................................................................135

Upgrading the Database Server.................................................................................................135

Installing or Upgrading the SolidNetWork License Manager......................................................137

Upgrading File Vaults.................................................................................................................138

Upgrading the File Vault Database.......................................................................................138

Upgrading File Vault Archives...............................................................................................139

Upgrading Toolbox in SOLIDWORKS PDM ...............................................................................146

12 Upgrading SOLIDWORKS Files......................................................................148

Upgrading SOLIDWORKS Files.................................................................................................148

Required Upgrade Utility Software .............................................................................................149

System Requirements................................................................................................................149

Installing the File Version Upgrade Utility...................................................................................150

Preparing to Upgrade.................................................................................................................150

Selecting Version Settings..........................................................................................................151

Creating New Versions of Files.............................................................................................152

Overwriting Existing Versions of Files...................................................................................156

Contents

Performing a Trial File Upgrade .................................................................................................163

Running the Upgrade Utility........................................................................................................163

Creating and Using Work Instruction Files.................................................................................164

Completing an Interrupted Upgrade...........................................................................................165

After Upgrading..........................................................................................................................165

File Name Formats for Upgrade Logs...................................................................................165

Managing Backup Files..............................................................................................................166

Backup File Creation.............................................................................................................166

Restoring an Incorrectly Upgraded Version from a Backup..................................................167

13 Additional Configuration...................................................................................168

Managing the SQL Transaction Log Size...................................................................................168

Changing to the Simple Recovery Model..............................................................................168

Shrinking the Transaction Log...............................................................................................168

Configuring SOLIDWORKS PDM to Communicate Using IP Addresses Only..........................169

Updating the Archive Server to Communicate Using IP Addresses......................................169

Updating the SQL Server to Communicate Using IP Addresses..........................................169

Updating SOLIDWORKS PDM Clients to Communicate Using IP Addresses......................170

Verifying IP Address Communication....................................................................................170

Moving Server Components to Another System........................................................................170

Copying Files to the New Server...........................................................................................171

Configuring the Moved SQL File Vault Database..................................................................171

Moving the SolidNetWork License Manager.........................................................................172

Moving the SOLIDWORKS PDM Database Server..............................................................172

Configuring the Moved Archive Server..................................................................................172

Updating Client Registry Keys...............................................................................................174

Updating Replication Settings (For SOLIDWORKS PDM Professional only) .......................174

Verifying the Server Move.....................................................................................................174

14 Installing SOLIDWORKS Manage Professional...............................................175

Listing of SOLIDWORKS Manage Server Components.............................................................175

SOLIDWORKS Manage Client Types and Licenses ..................................................................176

Prerequisites and System Requirements for SOLIDWORKS Manage......................................177

Using SOLIDWORKS Installation Manager for SOLIDWORKS Manage...................................178

Installing the SOLIDWORKS Manage Server.......................................................................178

Installing the SOLIDWORKS Manage Client.........................................................................179

Using a Command Prompt for SOLIDWORKS Manage Installation..........................................179

Editing the SOLIDWORKS Manage Configuration File..............................................................180

15 Configuring SOLIDWORKS Manage Professional and Microsoft IIS..............181

Logging In to SOLIDWORKS Manage for the First Time...........................................................181

Using the SOLIDWORKS Manage Add-In for SOLIDWORKS PDM ..........................................184

Using the SOLIDWORKS Manage Add-in for SOLIDWORKS...................................................184

Configuring IIS............................................................................................................................185

Verifying the IIS File Server ..................................................................................................186

Troubleshooting IIS...............................................................................................................186

SOLIDWORKS PDM and SOLIDWORKS Manage Installation

Guide

SOLIDWORKS

PDM and SOLIDWORKS Manage Installation Guide provides installation and

configuration instructions for SOLIDWORKS PDM, SOLIDWORKS Manage, SQL Server Express,

and SQL Server.

SOLIDWORKS PDM Standard is a new product based on SOLIDWORKS Enterprise PDM. It is

included with SOLIDWORKS Professional and SOLIDWORKS Premium.

SOLIDWORKS PDM Professional is the name of the product previously called SOLIDWORKS

Enterprise PDM. It is available as a separately purchased product.

Required and optional installation components, deployment

scenarios, and installation summary.

Installation Overview on page

SQL Server 2014 installation and upgrade. Includes changing

the SQL Server login account.

Installing and Configuring

SQL Server on page 17

SQL Server 2014 Express installation.Installing and Configuring

SQL Server Express

The installation of SOLIDWORKS PDM database server,

archive server, SolidNetWork License Manager, Web server,

and SOLIDWORKS PDM clients. Client installation includes

creating and deploying admin images, and scripting silent

installations.

Installing SOLIDWORKS PDM

on page 42

Creating file vault views using the View Setup wizard.

Includes applying licenses, using shared views, scripting file

vault view setup, and distributing file vault views.

Creating and Distributing File

Vault Views on page 93

Configuration of the SOLIDWORKS PDM Professional Index

Service. Includes indexing file vault archives, updating the

index server name, changing login accounts, and adding

index server filters.

Configuring Content Search

(For SOLIDWORKS PDM

Professional only) on page 117

Upgrade of the database, archive, and Web servers, the file

vault database and archives, and SOLIDWORKS PDM clients.

Upgrading SOLIDWORKS PDM

on page 133

Backing up the file vault database and SOLIDWORKS PDM

Master database, including archive server settings. Includes

scheduling database backups and restoring file vaults.

Backing Up and Restoring File

Vaults on page 125

Managing the SQL transaction log size, configuring

SOLIDWORKS PDM communication with IP addresses only,

and moving server components to another system.

Additional Configuration on

page 168

SOLIDWORKS Manage Professional provides advanced data management tools to SOLIDWORKS

PDM Professional. It offers capabilities for advanced version control, and for project, process,

and item management. Users must have a SOLIDWORKS PDM Professional license to use

SOLIDWORKS Manage.

SOLIDWORKS Manage Professional has a similar architecture as SOLIDWORKS PDM Professional.

It uses a client-server architecture, with a Microsoft SQL Server database to manage item and

project data. There are three services for database, file server, and web server functions,

which support both thick clients and web browser clients. The three services can be hosted

on the same server or separate servers. Users with SOLIDWORKS Manage Professional Editor

licenses can use a SOLIDWORKS Manage Add-in to access Manage data directly from within

SOLIDWORKS.

Installation requirements and installation processes of

SOLIDWORKS Manage Server and Client.

Installing SOLIDWORKS

Manage Professional on page

175

Configuring and logging into SOLIDWORKS Manage.Configuring SOLIDWORKS

Manage Professional and

Microsoft IIS on page 181

SOLIDWORKS PDM and SOLIDWORKS Manage Installation Guide

Installation Overview

This chapter includes the following topics:

• Required Installation Components

• Optional Installation Components (SOLIDWORKS PDM Professional Only)

• SOLIDWORKS PDM Deployment Scenarios

• System Requirements

• Installation Summary

• Installation Assistance

You can install SOLIDWORKS PDM Standard or SOLIDWORKS PDM Professional using:

• SOLIDWORKS Installation Manager (SLDIM)

• SOLIDWORKS PDM InstallShield Wizard

Based on the installation method you use, client and server components are installed under

different folders:

• Using SLDIM

C:\Program Files\SOLIDWORKS Corp\SOLIDWORKS PDM

• Using InstallShield Wizard

C:\Program Files\SOLIDWORKS PDM

The installation guide refers to either path, use the path that is appropriate to your

environment.

You must install the SolidNetWork License Manager separately.

You can install SOLIDWORKS PDM client and SOLIDWORKS PDM server either on different

machines or on the same machine. To install both on the same machine, you must run the

server install.

You cannot install client and server on the same machine by running separate installs.

You can select a product type based on the license available. The following add-ins specific to

the product type are available.

Product types and add-insClient

SOLIDWORKS PDM CAD Editor

• SOLIDWORKS

• DraftSight

SOLIDWORKS PDM Contributor

• DraftSight

SOLIDWORKS PDM Viewer: No add-in

SOLIDWORKS PDM Standard

SOLIDWORKS PDM CAD Editor

• Microsoft Office Integration

• SOLIDWORKS

• DraftSight

SOLIDWORKS PDM Contributor

• Microsoft Office Integration

• DraftSight

SOLIDWORKS PDM Viewer

• Microsoft Office Integration

SOLIDWORKS PDM Professional

Required Installation Components

To use SOLIDWORKS PDM, these components must be installed and configured.

The SOLIDWORKS PDM Professional file vault database

must be hosted on SQL Server 2017, SQL Server

2016, or SQL Server 2014 Service Pack 3 or later.

The SQL Server software is not included on the

SOLIDWORKS DVD and must be installed separately.

Microsoft SQL Server

The SOLIDWORKS PDM Standard file vault database

must be hosted on SQL Server 2014 Express Service

Pack 3 or later.

Microsoft SQL Server Express

The database server periodically polls SOLIDWORKS

PDM databases for updates such as notifications, local

view refresh, replication schedule updates, and index

server changes. It also manages data import and

export rules.

SOLIDWORKS PDM database

server

The archive server hosts the physical files stored in a

file vault, and manages users and their credentials.

SOLIDWORKS PDM archive server

Installation Overview

The SolidNetWork License Manager manages licensing

of SOLIDWORKS PDM.

If you already have a SolidNetWork License Manager

installed for SOLIDWORKS, you can use it with

SOLIDWORKS PDM. Ensure that it is updated to the

SOLIDWORKS PDM release version.

SolidNetWork License Manager

Each computer accessing the SOLIDWORKS PDM

Professional file vault must have one of the following

clients installed:

Supports working with all file

types, including enhanced

management and previewing of

CAD formats such as

SOLIDWORKS. CAD add-ins

allow users to access

SOLIDWORKS PDM Professional

from within the CAD application.

SOLIDWORKS

PDM

Professional

CAD Editor &

Web

Supports working with all file

types, including CAD files.

However, the CAD add-ins are

not supported on this client type.

SOLIDWORKS

PDM

Professional

Contributor &

Web

Allows read-only access to file

vaults; user cannot add or

modify (check out, check in,

update values) files or use CAD

add-ins.

SOLIDWORKS

PDM

Professional

Viewer

SOLIDWORKS PDM Professional

client

Installation Overview

Each computer accessing the SOLIDWORKS PDM

Standard file vault must have one of the following

clients installed:

Supports working with

SOLIDWORKS, DWG/DXF format,

Microsoft Word, and Microsoft

Excel files. All file formats that

Office plug-in handles behave in

the same way in SOLIDWORKS

PDM Standard except Preview.

SOLIDWORKS

PDM Standard

CAD Editor

Supports working with

SOLIDWORKS, DWG/DXF format,

Microsoft Word, and Microsoft

Excel files.

SOLIDWORKS

PDM Standard

Contributor

Allows read-only access to file

vaults; user cannot add or

modify (check out, check in,

update values) files.

SOLIDWORKS

PDM Standard

Viewer

SOLIDWORKS PDM Standard

Optional Installation Components (SOLIDWORKS PDM Professional Only)

The following installation components are optional:

The Web server provides access to a file vault from the

Internet or an intranet.

SOLIDWORKS PDM Web server

The SOLIDWORKS PDM index server provides for full

content search in many file types stored in a file vault.

SOLIDWORKS PDM index

server

EXALEAD

OnePart users can use a Web API server to

index and retrieve SOLIDWORKS PDM data.

You must install Microsoft Internet Information Services

7 or higher versions (IIS).

SOLIDWORKS PDM Web API

Server

SOLIDWORKS PDM Deployment Scenarios

The deployment of SOLIDWORKS PDM components depends on the size and type of

organization where SOLIDWORKS PDM is used.

Medium Office Network

A server running SQL Server for SOLIDWORKS PDM Professional or SQL Server Express

for SOLIDWORKS PDM Standard hosts the archive server, database server, and SNL

Installation Overview

server. Windows workstations installed with the SOLIDWORKS PDM client attach to the

server.

SQL, Database, SNL, and Archive Servers1

Clients2

Large Office Network

One server running SQL Server hosts the file vault databases and the database server.

One server hosts the archive server and another server hosts the SNL server. Workstations

installed with the SOLIDWORKS PDM Professional client attach to the servers. A Web

server allows access over the Internet using SOLIDWORKS PDM Web clients.

Installation Overview

Web ServerS4SQL and Database ServersS1

ClientsC1Archive ServersS2

Web ClientsC2SNL ServerS3

WAN Connected Offices

One main server running SQL Server hosts the central database server. A second server

hosts the archive server and a third server hosts the SNL server. Each WAN office has a

server hosting a local archive server with a replicated file vault archive.

Workstations installed with the SOLIDWORKS PDM Professional client attach to their local

archive server and to the central database server.

Installation Overview

Web ServerS5SQL and Database ServersS1

ClientsC1Archive ServersS2

Web ClientsC2SNL ServerS3

Archive Server with Replicated File

Vault

System Requirements

SOLIDWORKS PDM system requirements are available on the SOLIDWORKS Web site.

http://www.solidworks.com/sw/support/pdmsystemrequirements.html.

Installation Summary

Although components can be installed in any order, the recommended sequence for a

LAN installation is described.

To install SOLIDWORKS PDM Professional components:

1. Install SQL Server on the system that hosts the SOLIDWORKS PDM Professional file

vault database or install SQL Express on the system that hosts the SOLIDWORKS

PDM Standard file vault database, unless you have an existing SQL Server or SQL

Express running.

For details, see Installing and Configuring SQL Server on page 17.

2. Install the database server component on the system running the SQL Server.

For details, see Installing SOLIDWORKS PDM Database Server on page 44.

3. Install the archive server on the system running the SQL Server or on a separate

system.

For details, see Installing SOLIDWORKS PDM Archive Server on page 47.

4. Install and configure the SolidNetWork License Manager on a server that is accessible

to all clients, preferably the SQL database server.

For details, see Installing and Configuring SolidNetWork Licensing on page 55.

5. Install the SOLIDWORKS PDM client on all workstations that will work in the file vault.

For details, see Installing the SOLIDWORKS PDM Client on page 75.

6. Create a new file vault using the SOLIDWORKS PDM administration tool on a system

where the SOLIDWORKS PDM client is installed.

For details, see Vault Creation.

7. Attach the remaining clients to the archive server and create local file vault views

using the View Setup wizard.

For details, see Creating a File Vault View Using the View Setup Wizard on page

100.

Installation Overview

8. Optionally, set up the SOLIDWORKS PDM Professional index server for content search

support.

For details, see Configuring Content Search (For SOLIDWORKS PDM Professional

only) on page 117.

Installation Assistance

First level technical support for SOLIDWORKS products is provided by your reseller.

For help contacting your reseller:

• Refer to

http://www.solidworks.com/sw/support/customer-software-support.htm.

• Call 1-800-693-9000 from the USA or Canada.

• Call 1 978-371-5011 from other locations.

• Send e-mail to [email protected].

Installation Overview

Installing and Configuring SQL Server

This chapter includes the following topics:

• SQL Server 2016, 2017, and 2019 Support

• Installing SQL Server 2016, 2017, or 2019

• Upgrading to SQL Server 2016, 2017, or 2019

• SQL Server 2014 Support

• Installing SQL Server 2014

• Upgrading to SQL Server 2014

• SQL Server Troubleshooting

• Changing the SQL Server Login Account

SOLIDWORKS PDM Professional uses a Microsoft SQL-based database to store information

about files and activities in a file vault. File vaults support SQL Server 2014 Service Pack 3 or

later versions up to 2019.

Recommendation: Use SQL Server 2019 versions to host the file vault database.

If you already have the required version of SQL Server installed, continue to Installing

SOLIDWORKS PDM on page 42.

If you are uncertain about which SQL Server version is installed, visit the Microsoft Support

page and search for the Knowledge Base article 321185 to identify the version and edition.

The following table summarizes SOLIDWORKS PDM Professional versions and the supported

SQL Server versions:

SQL Server VersionSOLIDWORKS PDM Version

2014 SP3 and later2016 and later

20162017 and later

2017 and earlier2019 and later

2019 and earlier2020 and later

SQL Server 2016, 2017, and 2019 Support

SOLIDWORKS PDM Professional 2017 and later support the use of SQL Server 2016.

SOLIDWORKS PDM Professional 2018 and later support the use of SQL Server 2017 and

earlier. SOLIDWORKS PDM Professional 2020 and later support the use of SQL Server

2019 and earlier.

SOLIDWORKS PDM 2021 and later require Cumulative Update 4 when using SQL Server

2019. For more information on Cumulative Update 4, visit the Microsoft Support page

and search for the Knowledge Base article 4548597.

Ensure that there are sufficient SQL Client Access Licenses for the existing SQL server.

For details about Microsoft SQL Server support, see System Requirements.

Installing SQL Server 2016, 2017, or 2019

The SQL Server 2016, 2017, and 2019 installers provide help for installation.

For hardware and software requirements and detailed installation instructions, see

https://msdn.microsoft.com/en-us/library/bb500469.aspx.

Before Installing SQL Server 2016, 2017, or 2019

For local installations, you must run Setup as an administrator. If you install SQL Server

2016, 2017, or 2019 from a remote share, you must use a domain account that has read

and execute permissions on the remote share.

Performing the SQL Server 2016, 2017, or 2019 Installation

1. Close all Windows applications, including Windows File Explorer.

Installing and Configuring SQL Server

2. Insert the SQL Server 2016, 2017, or 2019 installation media. From the root folder,

double-click setup.exe and use the default selections unless otherwise instructed.

ActionScreen

In the left pane, click Installation.SQL Server Installation

Center/Planning

Click New SQL Server stand-alone installation or

add features to an existing installation.

SQL Server Installation

Center/Installation

Product Key

a. Select Enter the product key and enter your

license key.

b. Click Next.

License Terms

a. Read and accept the license agreement.

b. Click Next.

The installer performs an additional check:Install Rules

• If no problems are reported, click Next.

• If problems are reported:

a. Click Show details to list the components that

failed or prompted warnings.

b. Click Cancel to stop the installation and fix the

problems.

Feature Selection

a. Under Instance Features, select Database Engine

Services.

b. Under Shared Features, select:

• Client Tools Connectivity

• Integration Services

• Client Tools Backward Compatibility

• Documentation Components

The Documentation Components option is

available only when installing SQL Server 2016.

c. Click Next.

Installing and Configuring SQL Server

ActionScreen

If this is a new installation:

a. Select Default instance.

b. Click Next.

If SQL Server is installed on the system and you opted

not to upgrade:

a. Select Named Instance.

b. Enter a unique instance name for this installation:

computername\instancename.

c. Click Next.

Instance Configuration

SQL Server Agent:

• Account Name: NT Service\SQLSERVERAGENT

• Startup Type: Automatic

Server

Configuration/Service

Account tab

SQL Server Database Engine:

• Account Name: NT Service\MSSQLSERVER

• Startup Type: Automatic

SQL Server Integration Services 13.0:

• Account Name: NT Service\MsDtsServer130

• Startup Type: Automatic

For SQL Server 2017:SQL Server Integration

Services 14.0

• Account Name: NT Service\MsDtsServer140

• Startup Type: Automatic

For SQL Server 2019:SQL Server Integration

Services 15.0

• Account Name: NT Service\MsDtsServer150

• Startup Type: Automatic

SQL Server Browser:

• Account Name: NT AUTHORITY\LOCAL SERVICE

• Startup Type: Automatic

Installing and Configuring SQL Server

ActionScreen

a. Select Mixed Mode (SQL Server authentication

and Windows authentication). SOLIDWORKS

PDM Professional uses SQL Server authentication

for database communication.

b. Enter a strong password for the system

administrator account (sa). Do not leave the

password blank. For password rules, click Help.

Re-enter the password to confirm it.

Remember the password for use when setting up

SOLIDWORKS PDM Professional file vault

databases.

c. Under Specify SQL Server administrators, click

Add Current User.

d. Click Next.

Database Engine

Configuration

Do not change settings

on the Data Directories

or Filestream tabs.

The installer checks for problems that will prevent the

installation.

• If no problems are reported, click Next.

• If problems are reported:

a. Click Show details to list the components that

failed or prompted warnings.

b. Click Cancel to stop the installation and fix the

problems.

Installation Rules

Click Install.Ready to Install

Installation may take a long time.

If you get an error regarding the SQL Server

Backwards-Compatibility Files, cancel the installation.

Use Uninstall a program to uninstall the Microsoft SQL

Server 2014 Backward Compatibility package. Then

restart the SQL Server 2016, 2017, or 2019 installation.

When the progress bar shows Setup process

complete, click Next.

Installation Progress

Click Close.

If you receive a message that a computer restart is

required, click OK. If a restart does not begin

automatically, manually restart your computer.

Complete

Installing and Configuring SQL Server

After Installing SQL Server 2016, 2017, or 2019

To use secure SQL communication over the network and have a certificate server, you

can enable SSL encryption.

For details, see the Microsoft articles:

• https://msdn.microsoft.com/en-us/library/bb500395.aspx

• https://msdn.microsoft.com/en-us/library/ms143219.aspx

Verifying SQL Server 2016, 2017, or 2019 Installation

To verify that SQL Server 2016, 2017, or 2019 was installed correctly:

1. Start the SQL Server Configuration Manager.

2. Click SQL Server 2016 Services or SQL Server 2017 Services or SQL Server

2019 Services, and see whether SQL Server (MSSQLSERVER) is running.

3. If it is not, start the service by right-clicking SQL Server (MSSQLSERVER) and

clicking Start.

4. Exit the SQL Server Configuration Manager.

Upgrading to SQL Server 2016, 2017, or 2019

Follow these instructions to upgrade an existing SQL Server instance to SQL Server 2016,

2017, or 2019.

If upgrading to SQL Server 2016, 2017, or 2019, visit Microsoft Docs page and search

for the upgrade information.

If you are uncertain about which SQL Server version is installed, visit Microsoft Support

page and search for the Knowledge Base article 321185 to identify version and edition.

All file vault databases are automatically upgraded to the appropriate SQL Server version

format when the server instance is upgraded.

Performing the Upgrade to SQL Server 2016, 2017, or 2019

1. Close all Windows applications, including Windows File Explorer.

Installing and Configuring SQL Server

2. Insert the SQL Server 2016, 2017, or 2019 installation media. From the root folder,

double-click setup.exe and use the default selections unless otherwise instructed.

ActionScreen

In the left pane, click Installation.SQL Server Installation

Center/Planning page

Click Upgrade from a previous version of SQL

Server.

SQL Server Installation

Center/Installation page

Product Key

a. Select Enter the product key and enter your

license key.

b. Click Next.

License Terms

a. Read and accept the license agreement.

b. Click Next.

The installer performs an additional check.Upgrade Rules

• If no problems are reported, click Next.

• If problems are reported:

a. Click Show details to list the components

that failed or prompted warnings.

b. Click Cancel to stop the installation and fix

the problems.

Select the SQL Server instance to upgrade.

MSSQLSERVER is the default.

Select Instance

Lists the installed SQL features that will be

upgraded.

Click Next.

Select Features

Lists the named instance that will be upgraded.

Click Next.

Instance Configuration

Click Next.Server Configuration

The installer checks for problems that will prevent

the upgrade.

Upgrade Rules

• If no problems are reported, click Next.

• If problems are reported:

a. Click Show details to list the components

that failed or prompted warnings.

b. Click Cancel to stop the installation and fix

the problems.

Installing and Configuring SQL Server

ActionScreen

Click Upgrade.Ready to Upgrade

When the upgrade finishes for all components,

click Next.

Upgrade Progress

Click Close.Complete

Click X in the upper right corner to close.SQL Server Installation Center

After Upgrading to SQL Server 2016, 2017, or 2019

• Verify the upgrade.

For details, see Verifying SQL Server 2016, 2017, or 2019 Installation on page

22.

• Troubleshoot problems.

For details, see SQL Server Troubleshooting.

SQL Server 2014 Support

SOLIDWORKS PDM Professional 2020 supports the use of SQL Server 2014 Service Pack

3 or later.

• To upgrade your SQL Server 2014 or SQL Server 2014 Express installation to SP3,

download the service pack here.

• Ensure that there are sufficient SQL Client Access licenses for the existing SQL server.

Installing SQL Server 2014

The SQL Server 2014 installer provides help, including considerations for running on

Windows Vista or later. The SQL Server 2014 Books Online provide hardware and software

requirements and detailed installation instructions.

For details, see

https://docs.microsoft.com/en-us/previous-versions/sql/sql-server-2008/ms130214(v=sql.100).

Before Installing SQL Server 2014

For local installations, you must run Setup as an administrator. If you install SQL Server

2014 from a remote share, you must use a domain account that has read and execute

permissions on the remote share.

Microsoft .Net framework version 3.5 is required. If it is not installed, the Installation

Wizard installs it before starting the SQL Server 2014 installation. This installation may

require you to restart your computer.

Installing and Configuring SQL Server

Performing the SQL Server 2014 Installation

1. Close all Windows applications, including Windows File Explorer.

Installing and Configuring SQL Server

2. Insert the SQL Server 2014 installation media. From the root folder, double-click

setup.exe and use the default selections unless otherwise instructed.

ActionScreen

In the left pane, click Installation.SQL Server Installation

Center/Planning

Click New SQL Server stand-alone installation or

add features to an existing installation.

SQL Server Installation

Center/Installation

The installer checks for problems that will prevent the

installation of the SQL Server support files:

Setup Support Rules

• If no problems are reported, click OK.

• If problems are reported:

a. Click Show details to list the components that

failed or prompted warnings.

b. Click Cancel to stop the installation and fix the

problems.

Product Key

a. Select Enter the product key and enter your

license key.

b. Click Next.

License Terms

a. Read and accept the license agreement.

b. Click Next.

Click Install.Setup Support Files

The installer performs an additional check:Setup Support Rules

• If no problems are reported, click Next.

• If problems are reported:

a. Click Show details to list the components that

failed or prompted warnings.

b. Click Cancel to stop the installation and fix the

problems.

Installing and Configuring SQL Server

ActionScreen

a. Under Instance Features, select Database Engine

Services.

b. Under Shared Features, select:

• Client Tools Connectivity

• Integration Services

• Client Tools Backward Compatibility

• Documentation Components

• Management Tools - Basic

• Management Tools - Complete

c. Click Next.

Feature Selection

If this is a new installation:

a. Select Default instance.

b. Click Next.

If SQL Server is already installed on the system and you

opted not to upgrade:

a. Select Named Instance.

b. Enter a unique instance name for this installation:

computername\instancename.

c. Click Next.

Instance Configuration

If disk space requirements are met, click Next.

If disk space requirements are not met:

a. Note the space required.

b. Click Cancel.

c. Add the required space.

d. Run the installation again.

Disk Space Requirements

Installing and Configuring SQL Server

ActionScreen

SQL Server Agent:

• Account Name: NT

Service\SQLAgent$*INSTANCENAME*

• Startup Type: Automatic

Server

Configuration/Service

Account tab

SQL Server Database Engine:

• Account Name: NT

Service\MSSQL$*INSTANCENAME*

• Startup Type: Automatic

SQL Server Integration Services 12.0:

• Account Name: NT Service\MsDtsServer120

• Startup Type: Automatic

SQL Server Browser:

• Account Name: NT AUTHORITY\LOCAL SERVICE

• Startup Type: Automatic

a. For Database Engine, click Customize.

b. In the dialog box, select Windows Collation

designator and sort order, and the Collation

designator that matches your locale. Keep the

other selections.

You cannot use SOLIDWORKS PDM on a server

using binary settings.

c. Click Next.

Server

Configuration/Collation tab

Installing and Configuring SQL Server

ActionScreen

a. Select Mixed Mode (SQL Server Authentication

and Windows Authentication). SOLIDWORKS

PDM Professional uses SQL Server authentication

for database communication.

b. Type a strong password for the system administrator

account (sa). Do not leave the password blank. For

password rules, click Help.

Retype the password to confirm it.

Remember the password for use when setting up

SOLIDWORKS PDM Professional file vault

databases.

c. Under Specify SQL Server administrators, click

Add.

d. In the Select Users, Computers, or Groups dialog

box, enter the name of the local administrator of

the system or the Administrators group.

e. Click Next.

Database Engine

Configuration/Account

Provisioning tab

Do not change settings

on the Data Directories

or Filestream tabs.

(Optional) To change the default folder where databases

created by SOLIDWORKS PDM Professional are stored,

change the location for User database directory and

User database log directory.

Database Engine

Configuration/Data

Directories tab

Click Next.Error and Usage Reporting

The installer checks for problems that will prevent the

installation of SQL Server 2014.

• If no problems are reported, click Next.

• If problems are reported:

a. Click Show details to list the components that

failed or prompted warnings.

b. Click Cancel to stop the installation and fix the

problems.

Installation Rules

Click Install.Ready to Install

Installation may take a long time.

If you get an error regarding the SQL Server

Backwards-Compatibility Files, cancel the installation.

Use Uninstall a program to uninstall the Microsoft SQL

Server 2012 Backward Compatibility package. Then

restart the SQL Server 2014 installation.

When the progress bar shows Setup process

complete, click Next.

Installation Progress

Installing and Configuring SQL Server

ActionScreen

Click Close.

If you receive a message that computer restart is

required, click OK. If a restart does not begin

automatically, manually restart your computer.

Complete

After Installing SQL Server 2014

To use secure SQL communication over the network and have a certificate server, you

can enable SSL encryption.

For details, visit Microsoft Support page and search for the Knowledge Base article

318605.

Verifying SQL Server 2014 Installation

To verify that SQL Server 2014 was installed correctly:

1. Start the SQL Server Configuration Manager.

2. Click SQL Server 2014 Services and see whether SQL Server (MSSQLSERVER)

is running.

3. If it is not, start the service by right-clicking SQL Server (MSSQLSERVER) and

selecting Start.

4. Exit the SQL Server Configuration Manager.

Upgrading to SQL Server 2014

Follow these instructions to upgrade an existing Server SQL 2008R2 or SQL Server SQL

2012 instance to SQL Server 2014 Service Pack 3 or later.

If you are upgrading to SQL Server 2014, visit the Microsoft Docs page and search for

the upgrade information.

To upgrade your SQL Server 2014 or SQL Server 2014 Express installation to SP3,

download the service pack here.

If you are uncertain about which SQL Server version is installed, visit the Microsoft

Support page and search for the Knowledge Base article 321185 to identify the version

and edition.

All file vault databases are automatically upgraded to the SQL Server 2014 format when

the server instance is upgraded.

Performing the Upgrade to SQL Server 2014

1. Close all Windows applications, including Windows File Explorer.

Installing and Configuring SQL Server

2. Insert the SQL Server 2014 installation media, and from the root folder, double-click

setup.exe.

Use the default selections unless otherwise instructed.

ActionScreen

In the left pane, click Installation.SQL Server Installation

Center/Planning page

Click Upgrade from SQL Server 2005, SQL

Server 2008, SQL Server 2008 R2 or SQL

Server 2012.

SQL Server Installation

Center/Installation page

The installer checks for problems that will prevent

the installation of the SQL Server support files:

Setup Support Rules

• If no problems are reported, click OK.

• If problems are reported:

a. Click Show details to list the components

that failed or prompted warnings.

b. Click Cancel to stop the installation and fix

the problems.

Product Key

a. Select Enter the product key and enter your

license key.

b. Click Next.

License Terms

a. Read and accept the license agreement.

b. Click Next.

Click Install.Setup Support Files

The installer performs an additional check.Setup Support Rules

• If no problems are reported, click Next.

• If problems are reported:

a. Click Show details to list the components

that failed or prompted warnings.

b. Click Cancel to stop the installation and fix

the problems.

Select the SQL Server instance to upgrade.

MSSQLSERVER is the default.

Select Instance

Lists the installed SQL features that will be

upgraded.

Click Next.

Select Features

Installing and Configuring SQL Server

ActionScreen

Lists the named instance that will be upgraded.

Click Next.

Instance Configuration

If disk space requirements are met, click Next.

If disk space requirements are not met:

a. Note the space required.

b. Click Cancel.

c. Add the required space.

d. Run the installation again.

Disk Space Requirements

Click Next.Server Configuration

Select Import and click Next.Full-text Upgrade

Click Next.Error and Usage Reporting

The installer checks for problems that will prevent

the upgrade to SQL Server 2014.

• If no problems are reported, click Next.

• If problems are reported:

a. Click Show details to list the components

that failed or prompted warnings.

b. Click Cancel to stop the installation and fix

the problems.

Upgrade Rules

Click Upgrade.Ready to Upgrade

When the upgrade finishes for all components,

click Next.

Upgrade Progress

Click Close.Complete

Click X in the upper right corner to close.SQL Server Installation Center

After Upgrading to SQL Server 2014

• Verify the upgrade.

For details, see Verifying SQL Server 2014 Installation on page 30.

• Troubleshoot problems.

For details, see SQL Server Troubleshooting on page 33.

Installing and Configuring SQL Server

SQL Server Troubleshooting

Clients Cannot Work in the File Vault

The SQL password has expired or the account has been locked

out.

Cause

Unlock the account by logging in using Windows Authentication.Solution

To unlock the SQL Server Account

1. Open Microsoft SQL Server Management Studio.

2. In the Connect to Server dialog box:

a) For Authentication, select Windows Authentication.

b) Click Connect.

3. In the left pane, expand Security and select Logins.

4. Right-click the SQL login that is defined for use in the archive server (typically the

sa account) and select Properties.

5. In the Login Properties dialog box, in the left pane, click Status.

6. Under Status, for SQL Server authentication, clear Login is locked out.

7. Exit Microsoft SQL Server Management Studio.

SOLIDWORKS PDM Administrative Features Fail

Remote connections are not allowed.Cause

Enable the SQL Server remote access option.Solution

To enable the SQL server remote access option:

1. Open Microsoft SQL Server Management Studio.

2. Log in as system administrator.

3. Right-click the server and select Properties.

4. In the Server Properties dialog box, click Connections.

5. In the right pane, under Remote server connections, verify that Allow remote

connections to this server is selected, and click OK.

6. Exit Microsoft SQL Server Management Studio.

SOLIDWORKS PDM Cannot Connect to the Server

TCP/IP is not enabled, or the TCP port is wrong.Cause

Activate the TCP/IP protocol for client connections and ensure

that TCP port 1433 is open.

Solution

To activate the SQL Server TCP/IP protocol:

1. Open the SQL Server Configuration Manager.

2. In the left pane, expand SQL Server 2008 Network Configuration, and click

Protocols for MSSQLSERVER.

3. In the right pane, verify that TCP/IP is enabled.

Installing and Configuring SQL Server

4. Right-click TCP/IP and select Properties.

5. On the IP Addresses tab, ensure that TCP is using port 1433.

6. Exit the SQL Server Configuration Manager.

Changing the SQL Server Login Account

The archive and database server services must be able to reach any SOLIDWORKS PDM

Professional databases they manage using an SQL login that has at least db_owner access

to the databases.

Normally, when you install the SQL Server, a system administrator login (sa) is created

that has full access to all databases on the SQL Server.

Use this system administrator, or create a new user with db_owner access to the

SOLIDWORKS PDM Professional databases.

If you plan to create new file vault databases using a db_owner SQL login, you must

first create vaults with an SQL user account that has sysadmin permissions. Once the

vaults are created, you can switch the SQL login to a db_owner account.

Creating a New SQL Login Account

1. Open Microsoft SQL Server Management Studio.

2. Log in as a system administrator.

3. In the left pane, expand Security.

4. Right-click Logins and select New Login.

5. In the Login - New dialog box, select General:

a) Type a Login name for the new SQL user.

b) Select SQL Server Authentication and enter a password.

c) Clear Enforce password policy.

d) Click OK.

6. Close Microsoft SQL Server Management Studio.

Using the New SQL Login with the SOLIDWORKS PDM Archive

1. On the system running the SOLIDWORKS PDM archive server, from the Windows

Start menu, select SOLIDWORKS PDM > Archive Server Configuration.

2. In the SOLIDWORKS PDM Archive Server dialog box, select Tools > Default settings.

3. In the Settings dialog box, under SQL login, click Change.

4. In the Change SQL User Login dialog box, enter the SQL user login and password of

the new SQL user and click OK twice.

5. Exit the SOLIDWORKS PDM Archive Server dialog box.

6. On the system running the SOLIDWORKS PDM database server, from the Windows

Start menu, select SOLIDWORKS PDM > Database Server Configuration.

7. In the SOLIDWORKS PDM Database Server dialog box, enter the new SQL user login

and password, and click OK.

8. Restart the SOLIDWORKS PDM Database Server service.

Installing and Configuring SQL Server

Giving an SQL User db_owner Access to Existing SOLIDWORKS PDM File Vault Databases

1. On the SQL server that hosts the new SOLIDWORKS PDM databases, open Microsoft

SQL Server Management Studio.

2. Log in as a system administrator.

3. In the left pane, expand Security and click Logins.

4. Right-click the SQL user and select Properties.

5. In the Login Properties dialog box:

a) In the left pane, select User Mapping.

b) In the right pane, under Users mapped to this login, select Map for all

SOLIDWORKS PDM databases (file vault databases and ConisioMasterDb.)

c) For each database, under Database role membership, select db_owner.

d) Click OK.

6. Right-click the server and select New Query.

7. In the right pane, enter the following query statements on the new db_owner user

and click Execute.

a) GRANT VIEW SERVER STATE TO [SQL_USER_NAME]

b) GRANT ALTER ANY CONNECTION TO [SQL_USER_NAME]

8. Exit Microsoft Microsoft SQL Server Management Studio.

9. On the system running the SOLIDWORKS PDM archive server, from the Windows

Start menu, select SOLIDWORKS PDM > Archive Server Configuration.

10. Select Tools > Default settings.

11. In the Settings dialog box, under SQL login, click Change.

12. In the Change SQL User Login dialog box, enter the SQL user login and password of

the new SQL user and click OK.

13. Close the SOLIDWORKS PDM Archive Server dialog box.

14. On the system running the SOLIDWORKS PDM database server, from the Windows

Start menu, select SOLIDWORKS PDM > Database Server Configuration.

15. Enter the new SQL user login and password and click OK.

16. Restart the SOLIDWORKS PDM Database Server service.

Insufficient SQL Permissions

If you do not assign the SQL user sufficient SQL permissions, you cannot log in to any

file vault views.

Warning messages are displayed if the SQL user does not have at least db_owner access:

• To the ConisioMasterDb database

For example:

Could not log in to the database “filevault on Server servername".

• To the file vault database

For example:

Could not access the item in the database.

Installing and Configuring SQL Server

Installing and Configuring SQL Server Express

SOLIDWORKS PDM Standard supports the use of Microsoft SQL Server 2014 Express.

SOLIDWORKS PDM Standard uses a Microsoft SQL Server Express database to store information

about files and activities in a file vault.

Use SQL Server 2014 Express Service Pack 3 or later to host the file vault database. To upgrade

the SQL Server 2014 Express installation to SP3, download the service pack here.

Installing and Managing SQL Server 2014 Express

To install and manage SQL Server 2014 Express, install the SQL Server database engine

and the SQL Server Management Studio.

You can install the SQL Server database engine from the installation package that is

available on the SOLIDWORKS installation media. For details, see Installing the SQL

Server Express Database Engine on page 36. For more details on installing SQL Server

Management Studio, click https://docs.microsoft.com/en-us/, SQL Server, and then

click SQL Server Management Studio (SSMS).

To install the SQL Server database engine and the SQL Server Management Studio at the

same time, download and install the combined installation package

SQLEXPRWT_x64_ENU.exe available at

https://www.microsoft.com/en-us/download/details.aspx?id=42299.

Before Installing SQL Server 2014 Express

For local installations, you must run the installation as an administrator.

Microsoft .Net framework version 3.5 is required. If it is not installed, the Installation

Wizard installs it before starting the SQL Server 2014 Express installation. This installation

may require you to restart your computer.

Installing the SQL Server Express Database Engine

1. Close all Windows applications, including Windows File Explorer.

2. Browse to \PreReqs\SQLServer\sqlexpr_x64_enu.exe and click Run as

administrator.

The extraction begins and starts the InstallShield wizard.

3. Use the default selections unless otherwise instructed.

ActionScreen

Click New SQL Server stand-alone

installation or add features to an

existing installation.

SQL Server Installation Center/Installation

License Terms

a. Read and accept the license

agreement.

b. Click Next.

The installer performs an additional check:Install Rules

• If no problems are reported, click

Next.

• If problems are reported:

a. Click Show details to list the

components that failed or

prompted warnings.

b. Click Cancel to stop the

installation and fix the problems.

Feature Selection

a. Under Instance Features, select

Database Engine Services.

b. Under Shared Features, select:

• Client Tools Connectivity

• Client Tools Backward

Compatibility

• Client Tools SDK

c. Click Next.

If this is a new installation:Instance Configuration

a. Select Default instance.

b. Click Next.

If SQL Server is already installed on the

system and you opted not to upgrade:

a. Select Named Instance.

b. Enter a unique instance name.

c. Click Next.

Installing and Configuring SQL Server Express

ActionScreen

SQL Server Database Engine:

• Account Name: NT

Service\MSSQL$*INSTANCENAME*

• Startup Type: Automatic

SQL Server Browser:

• Account Name: NT

AUTHORITY\LOCAL SERVICE

• Startup Type: Automatic

Server Configuration/Service Accounts

tab

a. Keep the default value,

SQL_Latin1_General_CP1_CI_AS.

b. Optionally, click Customize, select

Windows collation designator and

sort order, and the Collation

designator that matches your locale.

Keep the other selections.

You cannot use SOLIDWORKS PDM

Standard on a server using binary

settings.

c. Click Next.

Server Configuration/Collation tab

Installing and Configuring SQL Server Express

ActionScreen

a. Select Mixed Mode (SQL Server

Authentication and Windows

Authentication). SOLIDWORKS PDM

Standard uses SQL Server

authentication for database

communication.

b. Type a strong password for the

system administrator account (sa).

Do not leave the password blank. For

password rules, click Help.

Retype the password to confirm it.

Remember the password for use

when setting up SOLIDWORKS PDM

Standard file vault databases.

c. Under Specify SQL Server

administrators, click Add.

d. In the Select Users, Computers, or

Groups dialog box, enter the name of

the local administrator of the system

or the Administrators group.

e. Click Next.

Database Engine Configuration/Server

Configuration tab

Optionally, set the remaining paths.

Keep the default settings in the

FILESTREAM tab.

Database Engine Configuration/Data

Directories tab/ FILESTREAM tab

Installation may take a long time.

If you get an error regarding the SQL

Server Backwards-Compatibility Files,

cancel the installation. Use Uninstall a

program to uninstall the Microsoft SQL

Server 2012 Backward Compatibility

package. Then restart the SQL Server

2014 installation.

When the progress bar shows Setup

process complete, click Next.

Installation Progress

Click Close.

If you receive a message that computer

restart is required, click OK. If a restart

does not begin automatically, manually

restart your computer.

Complete

Installing and Configuring SQL Server Express

After Installing SQL Server 2014 Express

To connect to the SQL Server Express instance from remote clients ensure to configure

the server to accept remote connections and enable the TCP/IP protocol. You must set

the SQL server TCP port to a fixed port number instead of the default dynamic port

number.

Enabling the SQL Server Remote Access Option

To enable the SQL server remote access option:

1. Open Microsoft SQL Server Management Studio.

2. Select the SQL Server instance name and log in as system administrator.

3. Right-click the server and select Properties.

4. In the Server Properties dialog box, click Connections.

5. In the right pane, under Remote server connections, verify that Allow remote

connections to this server is selected, and click OK.

6. Exit Microsoft SQL Server Management Studio.

Activating the SQL Server TCP/IP Protocol

To activate the SQL Server TCP/IP protocol:

1. Open the SQL Server 2014 Configuration Manager.

2. In the left pane, expand SQL Server Network Configuration, and click Protocols

for <instance name>.

3. In the right pane, verify that TCP/IP is enabled.

If TCP/IP is disabled, right-click TCP/IP and select Enable.

4. In the left pane, select SQL Server Services.

5. Right-click SQL Server(<instance name >) and select Restart.

6. Exit the SQL Server Configuration Manager.

Configuring the SQL Server Express Instance to Listen to a Fixed TCP Port

The SQL Server Express instance listens to a dynamic port by default. When the SQL

Server service starts up, the port number changes. If the server has a firewall enabled,

it is difficult to configure the port exceptions to allow client access.

For details about configuring the firewall for SQL Server access, see

https://msdn.microsoft.com/en-us/library/cc646023(v=sql.120).aspx.

To configure the SQL Server Express Instance to Listen to a Fixed TCP Port:

1. Open the SQL Server 2014 Configuration Manager.

2. In the left pane, expand SQL Server Network Configuration, and click Protocols

for <instance name>.

3. Double-click TCP/IP and select the IP Addresses tab.

4. Under IPAll, clear the value in TCP Dynamic Ports.

Installing and Configuring SQL Server Express

5. Set the TCP Port to the static port number that you want the SQL Server Express

instance to listen to.

• If SQL Express is the only SQL Server instance on the system, set the port to 1433.

• If other SQL Server instances exist on the system, set the port to a unique value,

for example 1440.

6. Click OK.

7. In the left pane, select SQL Server Services.

8. Right-click SQL Server(<instance name >) and select Restart.

9. Double-click SQL Server Browser and select the Service tab.

10. Set the Start Mode to Automatic and click OK.

11. Right-click SQL Server Browser and start the service if it is not running.

Verifying SQL Server 2014 Express Installation

1. Start the SQL Server Configuration Manager.

2. Click SQL Server Services and see whether SQL Server (<instance name >) is

running.

3. If it is not, start the service by right-clicking SQL Server (<instance name >) and

selecting Start.

4. Exit the SQL Server Configuration Manager.

Upgrading SQL Server Express 2014 to SQL Server 2014

1. Close all Windows applications, including Windows File Explorer.

2. Insert the SQL Server 2014 installation media, and from the root folder, double-click

setup.exe.

3. On the SQL Server Installation Center page, in the left pane, select Maintenance.

4. Select Edition Upgrade.

5. Complete the steps in the Upgrade the Edition for SQL Server 2014 dialog box.

6. Upgrade SQL Server 2014 to Service Pack 3 or later.

Installing and Configuring SQL Server Express

Installing SOLIDWORKS PDM

This chapter includes the following topics:

• Downloading the Installation Media

• Initiating the Installation Via SOLIDWORKS Installation Manager

• Initiating the Installation via the InstallShield Wizard

• Installing SOLIDWORKS PDM Database Server

• Installing SOLIDWORKS PDM Archive Server

• Installing and Configuring SolidNetWork Licensing

• Installing SOLIDWORKS PDM Web2 (For SOLIDWORKS PDM Professional only)

• Installing SOLIDWORKS PDM Web API Server (For SOLIDWORKS PDM Professional

Only)

• Installing the SOLIDWORKS PDM Client

The SOLIDWORKS media contains the server and client components.

You can install each server component separately, or select multiple components to install in

a single operation.

For example, to install the database server and archive server on the same computer, you

can select both options on the Server Installation screen.

When you install multiple components, the screens appropriate to those components are

displayed. For simplicity, the procedures in this chapter describe the component installations

separately.

You can install SOLIDWORKS PDM Standard or SOLIDWORKS PDM Professional using:

• SOLIDWORKS PDM InstallShield Wizard

• SOLIDWORKS Installation Manager (SLDIM)

If you use SOLIDWORKS PDM InstallShield Wizard, you must install the SolidNetWork License

Manager separately. The SolidNetWork License Manager can be installed with SOLIDWORKS

PDM when using SLDIM.

You can install SOLIDWORKS PDM client and SOLIDWORKS PDM server either on different

machines or on the same machine. To install both on the same machine, you must run the

server install.

You cannot install client and server on the same machine by running separate installs.

Install the following components before you install SOLIDWORKS PDM:

• MSXML 6.0

• .NET Framework 4.0 or newer

• Visual C++ 2010 Redistributable - x86

• Visual C++ 2010 Redistributable - x64

• Visual C++ 2013 Redistributable - x86

• Visual C++ 2013 Redistributable - x64

• Visual C++ 2015 Redistributable - x64

• Visual C++ 2017 Redistributable - x64

• Microsoft ODBC Driver 17.3 or later

You can find the installation files for the prerequisite components on the Installation media

under the \PreReqs\ directory.

If you use the SOLIDWORKS Installation Manager to install SOLIDWORKS PDM, the

prerequisite components are automatically installed.

Install Microsoft ODBC driver 17.3 or later for SQL Server on the client and the servers.

Downloading the Installation Media

You can use SOLIDWORKS Installation Manager (SLDIM) to download the installation

media. You can then use either SLDIM or the InstallShield Wizard to install SOLIDWORKS

PDM.

To download the installation media:

1. Use the SOLIDWORKS Installation Manager to download the server and client products

that you want to install.

The downloaded files are your installation media.

2. Optional: To install on other computers, copy the installation media to a shared or

portable drive.

Initiating the Installation Via SOLIDWORKS Installation Manager

To initiate the installation via SOLIDWORKS Installation Manager (SLDIM):

1. Browse to the installation media.

2. Run setup.exe.

For details about installing via SLDIM, see Using SOLIDWORKS Installation Manager

on page 86.

Initiating the Installation via the InstallShield Wizard

Ensure that you meet all prerequisites. For details, see Installing SOLIDWORKS PDM

on page 42.

You perform the same initial steps to begin all SOLIDWORKS PDM installations.

To initiate the installation via the InstallShield Wizard:

1. Browse to the installation media.

Installing SOLIDWORKS PDM

2. In the SWPDMServer folder, run \SWPDMServer\setup.exe to install SOLIDWORKS

PDM server.

3. In the SWPDMClient folder, run \SWPDMClient\setup.exe to install SOLIDWORKS

PDM client.

When done, the installation wizard continues. Initiate the installation using these

instructions:

ActionScreen

Click Next.Welcome

Accept the license agreement and click Next.License Agreement

To accept the default installation location, click Next.

To specify a different installation location:

1. Click Change.

2. Browse to the new location.

3. Click OK.

4. Click Next.

Destination Folder

Select one of the following to install:

• SOLIDWORKS PDM Standard

• SOLIDWORKS PDM Professional

Select PDM Product

Installing SOLIDWORKS PDM Database Server

The database server periodically polls SOLIDWORKS PDM databases for updates such as

notifications, local view refresh, replication schedule updates, and index server changes.

It must be installed for:

Workflow and other automatic notifications, such as change

state, check out, check in, add, and deadline

Automatic notifications

Automatic updates (refresh) of listings in file vault views

and add-ins

View updates

Periodic updates of card lists that use SQL queries for their

content

Card list updates

Updates of archive servers with changes made to cold store

schedules

Cold store scheduling

Updates of archive servers with changes made to replication

schedules

Replication scheduling

Installing SOLIDWORKS PDM

Administration of the indexing service for content searchesIndex server administration

Execution of data import and export rules at predefined

intervals

Data import/export

It is recommended that you install the database server on the same system as Microsoft

SQL Server. You can install it on another system, but some network overhead may occur.

Before Installing the Database Server

• Ensure that the database server has access to the archive server over TCP port 3030

and to the SQL Server over TCP port 1433.

• Obtain the following information:

• SQL Server name

• Name and password of an SQL user account with read/write access

If you do not know the name of a user with read and write access, you can use the

SQL sa account that has these permissions. You can also create a login for this purpose.

For details, see Changing the SQL Server Login Account.

Performing the Database Server Installation

1. Log in locally or remotely as a user with local administrative rights on the system

where you are installing the database server.

2. Begin the installation, as described in Initiating SOLIDWORKS PDM Installations.

Installing SOLIDWORKS PDM

3. Complete the installation using these instructions:

ActionScreen

Select Database Server and click Next.

You can install multiple server components on the

same system.

If you want to install SOLIDWORKS PDM client on

the machine, you must also select Client.

For details on client installation, see Installing Clients

using the Installation Wizard.

Server Installation

SOLIDWORKS PDM

Database Server SQL Login

a. Enter the name of the SQL server to host the

file vault databases.

If the SQL server is running on a named

instance, enter the server name in the format:

servername\instancename

b. In the Login name field, type the name of an

SQL user on the server who has read and write

access (i.e., db_owner permission) to all

SOLIDWORKS PDM databases hosted on the SQL

server (the file vault databases and

ConisioMasterDb).

c. In the Password field, enter the SQL user's

password.

d. Click Next.

The login information is not validated. Ensure that

the SQL server name and credentials are valid

otherwise database server updates such as

notifications fail to process.

Click Install.Ready to Install the

Program

Click Finish.InstallShield Wizard

Completed

Installing SOLIDWORKS PDM

Installing SOLIDWORKS PDM Archive Server

The archive server hosts the physical files (drawings, documents, etc.) stored in a file

vault and manages users and their credentials.

All clients using SOLIDWORKS PDM must connect to one or more archive servers hosting

one or more file vault archives.

The archive server runs as a service on the system account of the computer where it is

installed, sending and receiving files between the clients and the file vault archive. It also

stores passwords and user login information. Only one archive server installation is

required per computer, hosting one or more file vault archives.

In a replicated environment, multiple archive servers can be set up to host replicated

copies of the same file vault archive. See the SOLIDWORKS PDM Professional Replication

Guide.

To prevent problems attaching to the archive server, the server name should be 15

characters or less.

Before Installing the Archive Server

Set up the users, accounts, and permissions required to complete the archive server

installation.

The system account must have full access rights to create folders

and files under the folder to be designated as the archive folder.

The archive folder can also be on a network share that allows

the archive server service to both read and write files.

You can change the archive server service log-on account to

users other than the system account in the service properties.

Archive folder access

The SQL user that communicates with file vault databases must

have at least db_owner permissions to any existing file vault

databases on the SQL Server.

You can use the sa account that was created when the SQL

Server was installed.

For more information about SQL logins, see Changing the SQL

Server Login Account.

SQL user account

Installing SOLIDWORKS PDM

If you want to assign user and group access rights to the archive

server during the installation, create the users and groups before

you begin.

To use domain users, create a domain group on the domain

controller and add domain users that should be able to log

into SOLIDWORKS PDM Professional.

• During installation, add the domain group using the Find

User or Group dialog; the users will appear in the

SOLIDWORKS PDM administration tool.

• After installation, you can run the Archive Server

Configuration tool to add or change user and group

assignments.

User and group

accounts

Performing the Archive Server Installation

1. Login as a user with local administrative rights on the system where you are installing

the archive server.

2. Begin the installation, as described in Initiating the Installation via the

InstallShield Wizard on page 43.

Installing SOLIDWORKS PDM

3. Complete the installation using the following instructions:

ActionScreen

Select Archive Server and click Next.

You can install multiple server components on the

same system.

Server Installation

If you want to install SOLIDWORKS PDM client on

the machine, you must also select Client.

For details on client installation, see Installing Clients

using the Installation Wizard.

Click Install.

If you see a message that your local security

network access is set to “Guests only” and should

Ready to Install the

Program

be changed to “Classic,” click Yes to accept the

change.

If it is new install, when the installation finishes, the

Archive Server Configuration wizard appears.

Archive Server Configuration Wizard

Click Next.Welcome

Archive folder

a. Do one:

• Accept the default location for the archive folder.

• Change the location by doing one of the following:

• Click Browse and browse to a folder.

• Type the path.

If the folder you specified does not exist, you are

asked if it should be created.

The archive folder path is assigned the name Archives,

which is used when setting up or attaching to a file vault

from the View Setup wizard on a client.

You must include the archive folder and its subfolders

(i.e., file vault archives) in the daily backup routines.

b. Click Next.

Installing SOLIDWORKS PDM

Archive Server Configuration Wizard

a. Type and confirm a password for the Admin user.

The Admin user account is assigned full administrative rights

to file vaults. Admin can create users, set up workflows, delete

files, etc. It is the only user present in a newly created file

vault.

You can change the password at any time using the Archive

Server Configuration tool.

b. Click Next.

Admin

password

a. Type the login information for the SQL user who will

communicate with the file vault databases hosted on the SQL

Server.

You can use the SQL Server system administrator user sa.

If you specify an SQL user with low permissions on the SQL

Server, this user will be assigned db_owner access to any new

file vaults created.

b. Click Next.

SQL user login

and password

To define the Windows user accounts that are allowed access to

this archive server, by select the accounts under Available users

and groups and click the arrow pointing to Administrative

access or Attach access.

All local users and groups found on the system

are listed by default.

To add domain accounts to the list:

Available

users and

groups

a. Click Find User or Group.

b. In the Find User or Group dialog box, search

for additional user or group accounts. To

add a domain group, for example, type

domain\groupname and click OK.

Provides sufficient access to create new file

vaults, or remove, attach, or upgrade existing

file vaults on this archive server.

When you create a file vault, enter the username

and password of an account added to this

section.

Administrative

access

Provides sufficient access to attach to existing

file vaults managed by this archive server.

When you create a file vault view or connect to

a file vault, enter the username and password

of an account added to this section.

Attach access

Security

Installing SOLIDWORKS PDM

Archive Server Configuration Wizard

Select one of the following authentication methods to use by

default when creating new file vaults managed by this archive

server:

SOLIDWORKS PDM user names and passwords

are stored on the archive server. You can add

and remove them using the administration tool

on SOLIDWORKS PDM client.

SOLIDWORKS

PDM login

Synchronizes logins to a file vault with the

logged-in Windows users (Active Directory).

Passwords and names are defined using

standard Windows account management.

In the Windows login settings dialog box, select

accounts under Available users and groups

and add them to Added users and groups

by clicking the right-arrow button.

To add domain accounts to the list:

Windows login

(SOLIDWORKS

PDM

Professional

only)

a. Click Find User or Group.

b. In the Find User or Group dialog box,

search for additional user or group

accounts. To add a domain group, for

example, type domain\groupname and

click OK.

Retrieves user accounts from a server using

the LDAP method (for example, Novell servers).

The users are available when adding users to

a file vault using the administration tool.

Passwords and user names are defined on the

LDAP server managing the accounts.

To define the connection settings to the server

using LDAP:

LDAP login

(SOLIDWORKS

PDM

Professional

only)

Type the name or IP address of an LDAP server.Server name

Type the port used for LDAP on the server. The

default port is 389.

Port

Add at least one context with users that should

be listed in the user manager.

The context names must be entered as

distinguished names; for example, O-company,

OU=department, O=company or CN=Users,

DC=company, DC=com.

Contexts

Type a context for the user login used by the

archive server to connect to the LDAP server.

User Context

Installing SOLIDWORKS PDM

Archive Server Configuration Wizard

Username Type a username that exists in the user context

selected. This user is used by the archive server

to connect to the LDAP server.

Type the password for the selected user.Password

Click Finish.Completed

Opening Ports for Client/Server Communication

Windows Server and Windows 10 have built-in firewalls activated by default. These can

restrict network access to applications requiring connections over the TCP/IP interface.

The archive server uses TCP port 3030 to communicate with the clients. This port must

be fully opened in the firewall for a SOLIDWORKS PDM installation to accept incoming

connections. If the port is not opened, the archive server is not available.

Recommendation: Allow inbound traffic on the corresponding UDP ports to allow the

servers to broadcast (announce themselves) on the network. For example, by showing

the name in a list for users to attach to a server from a client.

To allow the SQL server to communicate with clients, you must open TCP ports 1433 and

1434.

To check out a client license, you must open ports 25734 and 25735 on the SolidNetWork

License Server.

This table summarizes the ports that must be reachable. You open the firewall ports on

the listening/receiving side.

Communication Originating From

Listening and

Receiving

Web

Server

SQL ServerDatabase

Service

Archive

Server

Client

3030303030303030Archive Server

Database Service

1433/14341433/14341433/14341433/1434SQL Server

25734/2573525734/25735SNL Server

Microsoft disables outbound filtering by default. However, your administrators may have

created outbound rules that restrict traffic to applications that are approved on your

organization's network. If a SOLIDWORKS PDM client or replicated server cannot reach

the SQL server or Archive server, make sure that the network administrator has not

restricted access to the server ports in the Windows firewall settings.

Installing SOLIDWORKS PDM

SOLIDWORKS PDM Standard vaults use SQL Server Express that listens to a dynamic

port by default. Set the SQL Server instance to a static port that you open in the firewall.

This is also applicable to the additional named SQL Server instances. For details, see

Configuring the SQL Server Express Instance to Listen to a Fixed TCP Port.

Opening Ports on Windows and Windows Server Systems

You use Windows Firewall with Advanced Security to open the ports needed to

communicate with clients.

You create port rules that enable TCP and UPD ports for inbound SOLIDWORKS PDM

traffic.

Open the ports for the archive server first. Then follow the same instructions to open the

ports for the SQL server and Web Server.

To open the ports for the archive server:

1. Open the Control Panel.

2. On the Adjust your computer’s settings page, click System and Security.

3. In the right pane, click Windows Firewall.

4. In the left pane, click Advanced settings.

5. In the right pane, under View and create firewall rules, click Inbound Rules.

6. In the far right pane, under Actions, Inbound Rules, click New Rule.

7. In the New Inbound Rule Wizard , on the Rule Type screen, in the right pane, select

Port and click Next.

8. In the right pane of the Protocol and Ports screen:

a) Select TCP.

b) Select Specific local ports and type 3030.

c) Click Next.

9. In the right pane of the Action screen, select Allow the connection and click Next.

10. In the right pane of the Profile screen, clear Public and click Next.

11. In the Name screen, for Name, type the exception name – for example, Enable TCP

port 3030 for inbound SOLIDWORKS PDM traffic and click Finish.

The wizard closes and the rule is added to the list of inbound rules. It is enabled by

default.

12. Repeat steps 6 through 11 to create an inbound rule for UDP port 3030.

13. On the system hosting the SQL Server, repeat steps 6 through 12 to create inbound

TCP and UDP rules for ports 1433 and 1434.

14. On the system hosting the SolidNetwork License Server, repeat steps 6 through 12

to create inbound TCP rules for ports 25734 and 25735.

15. On the system hosting the Web Server, repeat steps 6 through 12 to create inbound

TCP and UDP rules for ports 80 and 443.

16. Click File > Exit to close the Windows Firewall with Advanced Security window.

17. Close the Control Panel.

Installing SOLIDWORKS PDM

Adding Archive Servers in a WAN Environment

SOLIDWORKS PDM clients are normally set up to communicate with the Archive Server

and SQL server using the server system names. These system names are resolved to IP

addresses.

If this name lookup fails or is slow it can cause the following problems:

• Clients cannot find the servers at all. This is a common problem when using subnets

or WAN configurations.

• Overall performance using SOLIDWORKS PDM features such as logging in, browsing,

or adding files is slow.

• In case of SOLIDWORKS PDM Professional, replication between servers fails.

Verifying That the Server Name Can Be Resolved

To ensure optimal performance, make sure that the DNS server configuration is set up

to resolve names correctly and efficiently.

1. Open the command prompt by clicking Start > Run > CMD.

2. Type Ping server_name.

If the server can be reached by name, a reply with the server IP address appears.

For example:

PING SRV-DEV-15

Reply from 192.168.1.71: bytes=32 time<1ms TTL=128

3. Verify that the correct IP is returned.

If DNS returns the wrong IP address, a different system than the server responds.

If the server name cannot be resolved, the DNS server configuration is not correctly

configured. For example:

PING SRV-DEV-15

Ping request could not find host SRV-DEV-15. Please check the name

and try again.

Configuring the Hosts File to Resolve the Server Name

If the DNS servers cannot be configured or performance is still bad, update the client’s

hosts file with the correct server name and IP address. This ensures that the hosts file is

queried for the server address directly instead of waiting for the DNS name resolve.

To configure the hosts file to resolve the server name:

1. On the SOLIDWORKS PDM client, locate the Hosts file.

The default location is:

C:\Windows\System32\Drivers\Etc\

2. Open the file as an administrator in a text editor (for example, Notepad).

3. Add a new line and enter the server IP address followed by the server name.

For example:

192.168.1.71 SRV-DEV-15

4. Repeat Step 3 for any additional servers used by SOLIDWORKS PDM.

Installing SOLIDWORKS PDM

5. Save and close the hosts file.

Installing and Configuring SolidNetWork Licensing

SOLIDWORKS PDM manages licensing using SolidNetWork License (SNL) Manager.

Installing SolidNetWork Licensing includes:

• Installing the SolidNetWork License Manager.

If you already have a SolidNetWork License Manager installed for SOLIDWORKS,

you can use it with SOLIDWORKS PDM. You must ensure that it is updated to the

SOLIDWORKS PDM release version.

• Activating client licenses.

• Configuring the SolidWorks NetWork License server for use with the file vault.

• Ensuring that the SolidNetWork License server is accessible to all clients.

Installing a SolidNetWork License Manager

You use the SolidNetWork License serial number to install the SolidNetWork License

Manager on a server that is accessible to all clients, preferably the SQL database server.

The SolidNetWork License software is included with the SOLIDWORKS installation media.

To install SolidNetWork License Manager from the standalone installer:

1. Change directory to the appropriate setup folder on the SOLIDWORKS installation

media.

2. Cancel SOLIDWORKS Installation Manager, if it starts.

3. Start the installation by running swlicmgr\setup.exe.

4. Enter the SolidNetWork License serial number.

If you have multiple serial numbers, enter and separate them by comma.

5. Retain the default install folder and click Next.

6. Click Install.

Activating a SolidNetWork License

You can activate a SolidNetWork License to log in to the SOLIDWORKS PDM vault as a

client.

To activate the SolidNetWork License:

1. From the Windows Start menu, click SOLIDWORKS Tools version > SolidNetWork

License Manager Server version to start the SolidNetWork License Manager.

2. When prompted to activate, click Yes.

If you have an activated SolidNetWork License, click Modify.

Installing SOLIDWORKS PDM

3. On the SolidNetWork License Server Information screen:

• If your company uses a firewall, select A firewall is in use on this server.

For more information, see Using SolidNetWork License Server with Firewalls

on page 56.

• Use the default value for Port Number (and for Vendor Daemon Port Number

if you have a firewall) or specify the port numbers your company uses.

The port number is a TCP/IP port number in the 1024-60000 range, used

exclusively by this process. Normally, the default (25734) is suitable and is

unlikely to be the same as any other FlexNet server process available on the

license manager server.

4. On the Activate Your SOLIDWORKS Product screen:

• Select the internet or email procedure.

• Supply email contact information.

• Click Next to proceed.

• Internet: Activation occurs automatically.

• Email: Press Save to create a request file, then send the file to

[email protected]. When you receive the email containing the response

file, extract the file from email and then click Open to load it.

If required, you can exit and rerun the activation procedure to open the

response file.

5. Click Finish.

Using SolidNetWork License Server with Firewalls

If your server uses a firewall, you must configure ports to support SolidNetWork Licensing.

You must configure the firewall on the server side.

Modifying SolidNetWork License Manager Settings for Windows Firewall

If you are using Windows Firewall, you must modify the SolidNetWork License file to use

the firewall ports to distribute licenses to the license client computers.

1. From the Windows Start menu, click SOLIDWORKS Tools version > SolidNetWork

License Manager Server version to start the SolidNetWork License Manager.

2. On the Server Administration tab, under License Server, click Stop. (Click Yes when

prompted for confirmation and OK to complete stopping the license server.)

3. Under License Information, click Modify.

4. Under Server Type, select the server arrangement for your network (Single or

Triad) and then click Next.

Installing SOLIDWORKS PDM

5. Under Server Information:

a) Select A firewall is in use on this server.

b) Port Number and Vendor Daemon Port Number should contain the port numbers

specified for the Windows Firewall.

c) Select Options File and click Browse to locate the file. Click Edit to change any

of its parameters.

The options file allows the license administrator to control various operating

parameters of FlexNet Licensing.

Recommendation: The location for the options file is in the SolidNetWork License

Manager installation directory

(SolidNetWork_License_Manager_install_dir\Licenses \sw_d.opt).

This file must be in the same directory as the sw_d.lic file.

For more information about the options file, see the FlexNet Publisher License

Administration Guide in the SolidNetWork License Manager installation directory

(\Docs\flexuser\licensingenduserguide.pdf).

d) Click Next and then click Finish.

6. On the Server Administration tab, under License Server, click Start.

7. Click OK to close the SolidNetWork License Manager.

SolidNetWork License Administration

Tasks include starting, upgrading, and uninstalling the license manager licenses.

Starting the SolidNetWork License Manager

You can start the SolidNetWork License Manager from the Windows Start menu.

From the Windows Start menu, click SOLIDWORKS Tools version > SolidNetWork

License Manager Server version.

Upgrading the SolidNetWork License Manager

For major releases of SOLIDWORKS PDM, upgrading the license manager consists of

uninstalling the old license manager, installing a new one, and reactivating the

SolidNetWork License.

To upgrade the SolidNetWork License Manager:

1. From the Windows Start menu, click SOLIDWORKS Tools version > SolidNetWork

License Manager Server version to start the SolidNetWork License Manager.

2. On the License Usage tab, verify that no client computers on the network are running

SOLIDWORKS PDM.

3. Uninstall the old license manager. For details, see Uninstalling the SolidNetWork

License Manager.

4. Install the new license manager and reactivate the SolidNetWork License on the

license manager server. For details, see Installing a SolidNetWork License Manager

on page 55.

Installing SOLIDWORKS PDM

Uninstalling the SolidNetWork License Manager

If you want to upgrade the SolidNetWork License Manager, you must uninstall it before

installing the new one. If you want to transfer the SolidNetWork License to another server,

you must transfer it before removing it from this server.

1. From the Windows Start menu, click SOLIDWORKS Tools version > SolidNetWork

License Manager Server version to start the SolidNetWork License Manager.

2. Verify that no clients on the network are running SOLIDWORKS PDM.

The License Usage tab shows the clients using the licenses.

3. On the Server Administration tab, under License Server, click Stop.

4. Click OK to exit the license manager.

5. In Windows, open Control Panel > Programs > Programs and Features.

6. Select SOLIDWORKS SolidNetWork License Manager, click Uninstall, and confirm

the deletion.

You now are ready to install a new version of the license manager. For details, see

Installing a SolidNetWork License Manager and Activating a SolidNetWork License

on page 55.

Transferring a SolidNetWork License

To transfer a SolidNetWork License to a new or upgraded server, first transfer the license

to the license key server at Dassault Systèmes SolidWorks Corporation, then reactivate

it on the other server.

If you were unable to transfer the license to Dassault Systèmes SOLIDWORKS

Corporation (because of hard disk drive failure, for example), reactivation is still

successful in most cases. If not, contact your VAR for help.

You can have only one activated SolidNetWork License server per serial number.

To transfer a SolidNetWork License back to the server:

1. From the Windows Start menu, click SOLIDWORKS Tools version > SolidNetWork

License Manager Server version to start the SolidNetWork License Manager.

2. Under License Information, click Modify. The SOLIDWORKS Product Activation

wizard starts.

3. Under What would you like to do?, select Transfer a software license and then

click Next.

4. Under How would you like to transfer?, select Automatically over the internet

(recommended).

5. Under Contact Information, specify an email contact address.

6. Click Next. The product license transfer completes.

Installing SOLIDWORKS PDM

Installing Temporary Licenses

You can use the temporary "ANY" license temporarily when the original SolidNetWork

License is not available.

By installing the "ANY" license file, you agree to implement the traditional license on

receipt of a SolidNetWork license from Dassault Systèmes SolidWorks Corporation.

Compliance with license restrictions still is required.

To install an "ANY" license:

1. If you are an existing SolidNetWork user, uninstall the SolidNetWork License Manager

and delete the installation folder. For details, see Uninstalling the SolidNetWork

License Manager on page 58.

2. Install the SolidNetWork License Manager from SOLIDWORKS PDM installer.

You can also install the SolidNetWork License Manager from a stand-alone installer.

For details, see Installing a SolidNetWork License Manager on page 55.

a) On the SOLIDWORKS SolidNetWork License Manager Setup page, enter the

SolidNetWork License serial number and click Next.

b) Click Install.

3. Start the SolidNetWork License Manager (Start > SOLIDWORKS Tools version >

SolidNetWork License Manager Server version).

4. If you are prompted to activate, click No.

The Server Administration tab of the SOLIDWORKS SolidNetWork License Manager

appears.

5. Under Advanced Options, click Options.

The Advanced Options dialog box appears.

6. Under SolidNetWork Server License Mode, click Use a License File and click OK.

The Advanced Options dialog box closes.

7. Under License Information, click Modify.

The SolidNetWork License File Wizard appears.

8. Under Server Type, select Single and click Next.

9. When you see this message:

Could not read the dongle ID number. Click Cancel.

The ID "ANY" appears automatically.

If your computer uses a firewall, you might have to make some additional

specifications on this screen. For more information, see Using SolidNetWork

License Server with Firewalls on page 56.

10. Continue with the installation.

Installing SOLIDWORKS PDM

Troubleshooting SolidNetWork Licenses

If the SolidNetWork License Manager installation fails, check for these possible

explanations.

Accessing the SolidNetWork License log files

When a license error occurs, the answer often appears in the

SNL_Manager_install_dir\lmgrd.log file.

Could not obtain a license for SOLIDWORKS PDM or Cannot connect to

license server

Typically, these problems are caused by port settings.

• Port settings between the SolidNetWork License Manager and the license client might

not match.

• Additional port settings for multiple versions of SolidNetWork License Managers might

not have been specified.

• Check that the client machine can accurately resolve and route to the server, given

the server name. Also, check that the server can accurately resolve and route to the

client, given the client machine name.

• Check that the port number in the log file under Server Administration tab is correct.

• Check that the firewall on the SolidNetWork License server does not block the port

access.

When a log error occurs, you can check the Log File in the Administration tool.

Licensing

License Types

SOLIDWORKS PDM uses floating client licenses. When you log in to a vault, the license

installed on your system is taken from a pool of licenses that are managed by the

SolidNetWork License Server. When you log out or exit SOLIDWORKS PDM, the license

is returned to the pool and can be used by another client.

Licenses for SOLIDWORKS PDM Professional

License Types IncludedLicense

Editor: Supports working with all file types, including

enhanced management and previewing of CAD formats

such as SOLIDWORKS. CAD add-ins allow users to

access SOLIDWORKS PDM Professional functionality

from within the CAD application.

Web: Remote users can use the WEB client to search

the vault and perform basic functions to enable remote

work processes.

SOLIDWORKS PDM Professional

CAD Editor & Web

Installing SOLIDWORKS PDM

License Types IncludedLicense

Contributor: Users on a local area network (LAN), wide

area network (WAN or virtual private network (VPN)

can perform the same functions as with the Editor

license type, except that CAD add-ins are not enabled.

Web: Remote users can use the WEB client to search

the vault and perform basic functions to enable remote

work processes.

SOLIDWORKS PDM Professional

Contributor & Web

Allows read-only access to vaults. Users cannot add or

modify (check out, check in, update values) files or

use CAD add-ins.

SOLIDWORKS PDM Professional

Viewer

Licenses for SOLIDWORKS PDM Standard

License Types IncludedLicense

Supports working with SOLIDWORKS, DWG/DXF

format, Microsoft Word, and Microsoft Excel files. All

file formats that Office plug-in handles behave in the

same way in SOLIDWORKS PDM Standard except

Preview.

SOLIDWORKS PDM Standard

CAD Editor

Supports working with SOLIDWORKS, DWG/DXF

format, Microsoft Word, and Microsoft Excel files.

SOLIDWORKS PDM Standard

Contributor

Allows read-only access to file vaults; user cannot add

or modify (check out, check in, update values) files.

SOLIDWORKS PDM Standard

Viewer

Changing the Client License Type

You select the client license type during installation.

To change the license type, you must have local administrative permissions to Windows.

You can change the license type by:

• Using Control Panel > Programs > Uninstall a program to remove SOLIDWORKS

PDM and then reinstalling.

• Opening the Uninstall or change a program dialog box, and selecting SOLIDWORKS

PDM Client > Change. In the SOLIDWORKS PDM Installation Wizard, select Modify.

In the Uninstall or change a program dialog box, SOLIDWORKS PDM Client or

SOLIDWORKS PDM Server is listed if you have installed SOLIDWORKS PDM using

MSIs. You must modify SOLIDWORKS installation if you have installed SOLIDWORKS

PDM using SLDIM.

• Using the About SOLIDWORKS PDM dialog box.

Installing SOLIDWORKS PDM

To change the client license type from the About SOLIDWORKS PDM dialog box:

1. Click Help > SOLIDWORKS PDM Administration.

2. Use the Client type drop-down list to select a different client license type.

3. Click OK.

4. When instructed to restart your computer, click OK.

5. Restart your computer.

Depending on the license type that was used when the client was installed, changing

to the CAD Editor license type from the About SOLIDWORKS PDM dialog box might not

enable the CAD Add-in. If it does not, remove SOLIDWORKS PDM as described above

and select SOLIDWORKS PDM CAD Editor when you reinstall.

Viewing Version Information for Non-client Systems

To find the version of SOLIDWORKS PDM software on a server that does not

have a client installed:

1. Open the Control Panel > Programs > Uninstall a program.

2. Click SOLIDWORKS PDM Server .

The Version column displays the currently installed version.

Viewing Version Information for Client Systems

To find the version of SOLIDWORKS PDM software on a client:

1. Log in to the SOLIDWORKS PDM Administration tool.

2. Click Help > SOLIDWORKS PDM Administration.

3. View the Client version and click OK.

Adding and Modifying SolidNetWork License Server

To log in to a vault from a SOLIDWORKS PDM client, a license that matches the installed

license type and version must be available. The license is retrieved from the SolidNetWork

License server that is defined in the license setting. To add or modify SolidNetWork License

server, you use the Set License dialog box available from the Administration tool.

To add or modify license server:

1. From the Windows Start menu, click SOLIDWORKS PDM > Administration.

2. In the Administration tool, create a file vault or expand the existing file vault.

3. Right-click the License node and select Open.

4. On the Server List tab, click Add.

5. Enter the SolidNetWork License Manager's address in the form: port@SNLServerName

The default port number is 25734. You can enter either the host name or IP address

of the SolidNetWork License server for SNLServerName. Ensure that all clients are

able to connect to the server by IP address or host name.

6. Click OK.

7. Click the License Usage tab to ensure that SOLIDWORKS PDM licenses are available.

8. Click OK.

Installing SOLIDWORKS PDM

Set License Dialog Box

Use the Set License dialog box to add or modify license servers. To log in to a vault from

a SOLIDWORKS PDM client, a license that matches the currently installed license type

and version must be available.

To open this dialog box, do one of the following:

• Double-click License.

• Right-click License and select Open.

Server

Lists the SolidNetWork License servers.

For example, Port@SNLServerName

Server List

Lets you add license servers.Add

Lets you remove selected license servers.Remove

License Usage

Lets you select the SolidNetWork License server.Server

Lets you select the SOLIDWORKS PDM license type to view

license details.

See License Types on page 60.

Product

Shows total number of licenses.Total licenses

Shows number of available licenses.Free licenses

Shows details of used licenses.Licenses used by

Installing SOLIDWORKS PDM Web2 (For SOLIDWORKS PDM Professional

only)

Web2 lets users connect to SOLIDWORKS PDM Professional vault from the most devices

with an Internet browser. Web2 client is beneficial for external and internal users who

are not connected to their office network or have an unsupported operating system.

Before Installing Web2

The following components must be installed to install Web2:

• Microsoft .NET 4

• Microsoft Internet Information Services 7 or higher versions (IIS)

Installing SOLIDWORKS PDM

You must install the SOLIDWORKS PDM client and create the local vault view that

is accessed by Web2 on the server running IIS.

• Windows Server 2016 or higher operating systems

• Microsoft Visual C++ 2013 runtime

Installing Microsoft .NET Framework 4.0

For details to install Microsoft .NET Framework 4.0, see

http://www.microsoft.com/en-us/download/details.aspx?id=17718.

Enabling Microsoft IIS on Windows 10

Recommendation: Do not use Microsoft Windows 10 for running SOLIDWORKS PDM

Web2 in a production environment.

To enable Microsoft IIS on Windows 10:

1. In Windows, open Control Panel > Programs > Programs and Features > Turn

Windows features on or off.

2. In the dialog box, turn on Internet Information Services.

3. Expand Web Management Tools and select IIS Management Console.

4. Expand World Wide Web Services and select the following options:

OptionFolder

.NET Extensibility 4.5

ASP.NET 4.5

ISAPI Extensions

ISAPI Filters

Server-Side Includes

Application Development

Features

Static Content

Default Document

Directory Browsing

HTTP Errors

Common HTTP Features

HTTP LoggingHealth and Diagnostics

Static Content CompressionPerformance Features

Request FilteringSecurity

Installing SOLIDWORKS PDM

Performing the Web2 Server Installation

To perform the Web2 server installation:

1. Log on to the IIS system as a user with local administrative rights.

2. Browse to the installation media.

3. In the SWPDMServer folder, run \SWPDMServer\setup.exe.

4. Follow the instructions on the installation screens until you get to the Select PDM

Product screen.

5. On the Select PDM Product screen, select SOLIDWORKS PDM Professional.

6. On the Server Installation screen, select Web2 Server and Client.

• The Web2 server requires a client be installed on the same machine.

• The client type must be a Contributor or CAD Editor if files are to be edited or

added via Web2. If Web2 users are limited to Viewer functions only, a Viewer

client must be installed or enabled on the server (regardless of the license type

they choose on the log in screen).

• You can install multiple server components on the same system.

7. On the Ready to Install the Program screen, click Install.

8. On the InstallShield Wizard Completed screen, click Finish.

SOLIDWORKS PDM 2021 supports OLE objects (such as Microsoft

Visio

, Microsoft

Word, or Microsoft

Excel

) in SOLIDWORKS files. To see the WebGL-based preview

of these objects in Web2, you must install the OLE application on the Web2 server.

Creating a Vault View on the IIS Server Running Web2

You can create a local file vault view to the file vault that is accessible by the Web2 server.

• Ensure that the view is created as a Shared view for all users.

• Later in this process, you define a Windows user as an application pool identity. This

user must have browsed into the vault view and right-clicked a file or a folder at least

once to ensure add-ins and registry settings are properly registered.

If the vault is using a Windows login, you must disable Automatic login to the vault view

on the Web2 server by doing the following:

1. Start the SOLIDWORKS PDM Administration tool.

2. In the left pane, expand Local Settings > Settings.

3. In the Automatic Login tab, select the vault that is accessed by Web2 from the Vault

list.

4. Turn off Use server default and Use automatic login for this vault.

5. Click OK.

Installing SOLIDWORKS PDM

Configuring SOLIDWORKS PDM Web2

You can configure SOLIDWORKS PDM Web2 by accessing the Application Settings function

in the IIS Manager or by editing the Web.config file that is located at

inetpub\wwwroot\SOLIDWORKSPDM\Web2.

Editing the Web.config File

To access the file vaults for which you have created local file vault views on the IIS server,

you must update the VaultName and VisibleVaults keys in the Web.config file.

You can edit the XML-based Web.config file using Notepad or any XML editing application.

Ensure that the Web.config file is not read-only. When you edit Web.config file,

ensure to include values inside double quotes.

1. Open Web.config in the XML editing application.

2. Add the primary vault name that you want to access via Web2 to the VaultName key.

For example:

This name is case-sensitive.

3. Optional: To access multiple vaults, enter their names separated by ¦ for

VisibleVaults.

Installing SOLIDWORKS PDM

4. Optional: To control download permissions for users and groups, add and configure

the following settings into the <configuration> node of the Web.config file.

</vault>

</vaultSettings>

DescriptionVault setting

The name of the vault. Create a separate

<vaultSettings> section for each vault that needs

download permissions controlled.

name

The delimiter used to separate group names in the

denyDownloadGroups setting. The default delimiter is |.

defaultDelimiter

The groups that can have download denied in the specified

vault. Group names can be separated by the delimiter

specified in the defaultDelimiter setting.

denyDownloadGroups

DescriptionUser setting

The login name of the user. Create a separate <user>

node for each user.

name

The setting to deny or allow download for the specified

user. If set to false, the groups can download the files.

If set to true, the groups cannot download the files.

denyDownload

5. Optional: To change the default login license type to Viewer, set

DefaultLicenseType to "Viewer".

Configuring Microsoft IIS

1. In the Windows Start menu, type IIS to open Internet Information Services (IIS)

Manager.

2. In the left pane, expand the computer name, select Application Pools.

3. Right-click SOLIDWORKS PDM Web2 > Advanced Settings.

4. Ensure that Load User Profile is set to True.

Installing SOLIDWORKS PDM

5. In the Advanced Settings dialog box, click the button to set the Identity.

a) In the Application Pool Identity dialog box, select Custom account and click Set.

b) In the Set Credentials dialog box, type windows credentials of the user that has

currently logged into windows or a user that has logged into the IIS system,

browsed the file vault, and clicked a folder at least once.

c) Click OK thrice.

If the password for this user changes, the application pool stops working until the

user updates the password.

Ensure that the custom account user is a member of the IIS_IUSRS group:

Right-click Computer > Manage > Local Users and Groups > Groups >

IIS_IUSRS.

Ensure that the custom account user is a member of the local Administrators

group.

When you upgrade SOLIDWORKS PDM Web2 server, you must configure Microsoft

IIS to modify the application pool, SOLIDWORKS PDM Web2.

Accessing Web2

You can access Web2 on a computer or on a mobile device.

Type the following URL into the address field of a web browser:

http://ComputerName/SOLIDWORKSPDM

If the Web2 login page is not displayed, ensure that the Windows firewall on the IIS

server allows access over port 80 and the IIS server service is started.

Creating a New Web2 Application

When you install the Web2 server, a Web2 application named SOLIDWORKSPDM is

automatically created under the default web site.

To create a new Web2 application:

1. Open the Internet Information Services (IIS) Manager.

2. In the left pane, expand the computer name and expand Sites.

3. Right-click Default Web Site and select Add Application.

4. In the Alias field, type a name.

This alias is a part of the connection address to the Web2 application i.e.

http://ComputerName/applicationalias.

5. Click Select and choose SOLIDWORKS PDM Web2 for Application pool.

6. For Physical path, browse to inetpub\wwwroot\SOLIDWORKSPDM\Web2.

7. Click OK twice.

If you want to create separate Web2 URL addresses to access different vaults you

can copy the inetpub\wwwroot\SOLIDWORKSPDM\Web2 and point the new application

physical path to this copy. Update the Web.config in the copied folder with the vault

name to access.

Installing SOLIDWORKS PDM

Settings in the Application Settings Dialog Box

You can configure SOLIDWORKS PDM Professional by accessing the Application Settings

function in the IIS Manager or by editing the Web.config file located in the application

files.

Default ValueTypeSetting

TrueTrue/FalseAllowDataCardEdit

TrueTrue/FalseAllowLicenseChange

TrueTrue/FalseClientValidationEnabled

Explorer

Text

ColumnSetName

MM/dd/yy

Text

DateFormat

Text

DefaultLanguage

Web

Text

DefaultLicenseType

Text

EditableDataCardVariables

\Content\Uploads\

Text

FileUploadPath

FalseTrue/FalseFreeSearch

TrueTrue/FalseOnlySearchLatestVersion

Number

PreviewGenerationTimeOut

Number

RememberMe_Days

TrueTrue/FalseRememberMe_Visible

Comment|Description

Separated text list

SearchDataCardVariables

TrueTrue/FalseUnobtrusiveJavaScriptEnabled

SWPDM

Text

VaultName

SWPDM_Test|SWPDM

Separated text list

VisibleVaults

Installing SOLIDWORKS PDM

Default ValueTypeSetting

webpages:Version 1.0.0.0

Number string

Variables in the Application Settings Dialog Box

DescriptionVariable

If you set this variable to True, you can edit the value

of data fields with checkout permissions assigned. Use

this setting with the EditableDataCardVariables

setting that controls variables to be edited.

SOLIDWORKS PDM Web2 does not automatically

update all configuration values. Variable values that

are set using transition actions update all

configurations as specified.

AllowDataCardEdit

If this variable is set to True, you can change the

license type to use either the Web or Viewer license.

If this variable is set to False, you can use only the

license type specified by the DefaultLicenseType

setting.

AllowLicenseChange

Do not change.

ClientValidationEnabled

SOLIDWORKS PDM Web2 displays the custom column

set that is defined in your vault. You can display only

one-column set and it is the same for all users.

Custom column sets that have columns defined as

Name, Checked Out, Size, State, Modified, and

Version are not supported because these names

are reserved for default Web2 columns.

ColumnSetName

DateFormat

Installing SOLIDWORKS PDM

DescriptionVariable

Controls the display of date fields in SOLIDWORKS

PDM Web2. You can set the date using different

delimiters. The following table describes options for

displaying date fields:

"M">1-12, "MM">01-12,

"MMM">Dec, "MMMM">December

"M"Month

"d">1-31, "dd">01-31,

"ddd">Sat, "dddd">Saturday

"d"Day

"y">0-99, "yy">00-99,

"yyyy">0000-9999

"y"Year

Examples:

• "MM/dd/yy">06/07/09

• "dddd, MMMM-d, yyyy">Sunday, June-7, 2009

Sets the default language, en, that appears in the first

user interface.

The Web2 user interface displays the

changed language until you clear internet

cookies.

The language codes used for this setting are:

esSpanishenEnglish

itItalianfrFrench

koKoreanjaJapanese

plPolishdeGerman

ptPortuguesezhsChinese

simplified

ruRussianzhtChinese

traditional

trTurkishcsCzech

DefaultLanguage

DefaultLicenseType

Installing SOLIDWORKS PDM

DescriptionVariable

Sets the default license type for all users on the Web2

Viewer.

If AllowDataCardEdit is set to True, this setting

controls variables to be edited. The default value is *

that lets you edit all non-read-only variables. Separate

multiple values with | . For example, to edit

Description and Number, enter

”Description|Number”.

EditableDataCardVariables

When you upload new files or create new versions,

SOLIDWORKS PDM Web2 copies the files to the

Uploads folder. The full path to this folder depends

on the location of Web2 application files. For example,

if the Web2 application files are located in C:\Program

Files\SOLIDWORKS Corp\SOLIDWORKS PDM\Web2

then the path to the Uploads folder would be

C:\Program Files\SOLIDWORKS Corp\SOLIDWORKS

PDM\Web2\Content\Uploads.

FileUploadPath

Enables SOLIDWORKS PDM Web2 to search all file

and folder names, variable values, configuration

names, comments, and labels.

FreeSearch

When this option is set to True, the search finds

values only in the latest versions.

OnlySearchLatestVersion

Controls how long the preview converter waits (in

seconds) before ending the conversion operation. The

minimum value for this setting is 30 seconds (with no

limit on the maximum value). Large files and files with

complex formatting or graphics take longer for the

conversion process.

Time out errors in the file preview page indicate that

the conversion time required for a file exceeds this

value. Increasing the timeout value allows the

converter more time to complete the longer-running

conversions.

PreviewGenerationTimeOut

Sets the number of days the system remembers user

and user name.

RememberMe_Days

Controls the display of the Remember me check box

on the log in screen.

RememberMe_Visible

SearchDataCardVariables

Installing SOLIDWORKS PDM

DescriptionVariable

If you set FreeSearch to False, SOLIDWORKS PDM

Web2 searches on file names, folder names, and

variable names entered. Separate variable names with

|. The search box in the user interface displays:

• Free Search if it is set to True.

• File/Folder name, variable1, variable2, if Free

Search is set to False.

Do not change.

UnobtrusiveJavaScriptEnabled

Specifies the vault name that SOLIDWORKS PDM

Web2 connects to and displays it in the login screen.

If you want to access only a single vault, clear values

in the VisibleVaults setting.

VaultName

Lists all vaults that appear in the vault selection list

on the login page. Separate the vault names by |.

VisibleVaults

Do not change.

webpages:Version

Variable Name and Variable Value Alias Settings

If a vault contains variable names that are not user friendly, you can set alias’ so that

the names that appear on the data card preview are meaningful.

For example: If a vault contains the variable, PAR_NUM, that holds a part number value,

it is meaningful to display the variable as Part Number on the data card preview. You

can set this in the property name alias setting.

The data card Preview page displays the variables and their values in list form. It does

not display the data card as it appears in the thick clients or the existing web client,

so any formatting, pictures, labels, and other card controls are not supported.

You can also specify an alias for the variable value. For example: If a text type variable

is connected to a check box control that displays whether the file is a spare part or not,

the values in SOLIDWORKS PDM Web2 appear as 1 or 0 depending on the check box

selected or cleared. You can set the variable value to display Yes or No via the transform

alias value settings.

Setting Variable Name Alias

1. Open the Web.config file in either Notepad or an XML editing program.<!-- Section

used to handle property alias and value mappings -->

<transform value="1" alias="Yes" /> <transform value="" alias="No"

/> </property> </propertySettings>

2. Scroll down to the propertySettings section.

Installing SOLIDWORKS PDM

3. Enter the following:

ExampleActionAttribute

name="SPARE_PART"Actual variable namename

alias="Spare part"Desired variable namealias

4. To set alias' for variable values, enter the actual values in the transform value

attribute.

This step is optional. You can delete the transform lines if the variable values do not

need alias'.

Desired ValueValueAlias

alias="Yes""1"value

alias="No"""value

System Maintenance

You should monitor and empty two folders periodically for disk space availability.

The folders to be monitored are:

Uploads: The folder in which the system adds files that are uploaded before they are

copied into the vault.

tempFiles: The folder that is located under the Content folder in the application file

location and used for previewing purposes.

Installing SOLIDWORKS PDM Web API Server (For SOLIDWORKS PDM

Professional Only)

EXALEAD

OnePart users can use Web API server to index and retrieve SOLIDWORKS

PDM data.

They can install the Web API server on the same computer with other SOLIDWORKS PDM

server components or separately on another computer.

Before Installing the Web API Server

You must install and enable Microsoft Internet Information Services 7 or higher versions

(IIS).

Performing the Web API Server Installation

To perform the Web API server installation:

1. Log on to the IIS system as a user with local administrative rights.

Installing SOLIDWORKS PDM

2. Browse to the installation media.

3. Run \SWPDMServer\setup.exe to start the server install.

4. Follow the instructions on the installation screens until you get to the Select PDM

Product screen.

5. On the Select PDM Product screen, select SOLIDWORKS PDM Professional.

6. On the Server Installation screen, select Web API Server.

You can install multiple server components on the same system.

7. Optional: Specify a value for HTTP port number that is between 0 and 65535. The

default value is 65453.

8. On the Ready to Install the Program screen, click Install.

9. On the InstallShield Wizard Completed screen, click Finish.

The Web API server components are installed in the IIS directory.

Installing the SOLIDWORKS PDM Client

For a system to work with a SOLIDWORKS PDM file vault, it must have the SOLIDWORKS

PDM client installed.

The following types of SOLIDWORKS PDM Professional client are available:

Supports working with all file types, including enhanced

management and previewing of many CAD formats such as

SOLIDWORKS PDM

Professional CAD Editor

& Web SOLIDWORKS, AutoCAD, Inventor, SolidEdge, and

Pro/ENGINEER. Should be used on any system working with

CAD files.

To work with Pro/ENGINEER files, install the Pro/ENGINEER

CAD add-in after installing the SOLIDWORKS PDM

Professional client. The Pro/ENGINEER connector requires

separate installation media. Contact your SOLIDWORKS

Value Added Reseller for more information.

Includes support for SOLIDWORKS PDM Web client access.

Supports working with all file types, including CAD files.

However, CAD add-ins are not supported on this client type.

SOLIDWORKS PDM

Professional

Contributor & Web

Includes support for SOLIDWORKS PDM Web client access.

Allows read-only access to file vaults; user cannot add or

modify (check out, check in, update values) any files. CAD

add-ins are not supported on this client type.

SOLIDWORKS PDM

Professional

Professional Viewer

The following types of SOLIDWORKS PDM Standard client are available:

Supports working with SOLIDWORKS, DWG/DXF format,

and Microsoft Word, and Microsoft Excel files. All file

SOLIDWORKS PDM

Standard CAD Editor

formats that Office plug-in handles behave in the same

way in SOLIDWORKS PDM Standard except Preview.

Supports working with SOLIDWORKS, DWG/DXF format,

and Microsoft Word, and Microsoft Excel files.

SOLIDWORKS PDM

Standard Contributor

Installing SOLIDWORKS PDM

Allows read-only access to file vaults; user cannot add

or modify (check out, check in, update values) files.

SOLIDWORKS PDM

Standard Viewer

You can install clients:

• By using the InstallShield Wizard.

• By using the SOLIDWORKS Installation Manager.

• By creating an administrative deployment image to install multiple seats.

Before Installing Clients

• Find out the type of client your license agreement entitles you to use.

The floating license manager in SOLIDWORKS PDM prevents logging into a file vault

if the wrong client type is installed.

• If you are installing the SOLIDWORKS PDM Editor Client, you can install optional

add-ins.

Add-ins make version management features such as check out, check in, and get

available from menus and toolbars within your CAD and Office software. They are

optional and do not affect which file formats can be managed by SOLIDWORKS PDM

using the Windows File Explorer interface or file open/save dialogs.

SOLIDWORKS PDM Standard provides DraftSight add-in and SOLIDWORKS add-in.

• To log in to the Professional vault, you must have SOLIDWORKS PDM Professional

license available on the license server. Similarly, to log in to the Standard vault, you

must have SOLIDWORKS PDM Standard license available on the license server.

To install both client and server components, ensure to select Client option in the

server installation.

The following product-specific prerequisites apply:

You can manage SOLIDWORKS files without having

SOLIDWORKS installed. It is recommended to have the

eDrawings viewer installed for previewing.

SOLIDWORKS

You can install Microsoft Office Add-in when you install

SOLIDWORKS PDM Professional. You do not need

Microsoft Office

Integration (For

additional licenses to use the Microsoft Office Add-in butSOLIDWORKS PDM

Professional only) must have a Contributor, CAD Editor, or PSL license to

check files out and in.

SOLIDWORKS PDM Professional requires the full Solid

Edge application installed for managing and previewing

Solid Edge files.

Solid Edge (For

SOLIDWORKS PDM

Professional only)

Installing SOLIDWORKS PDM

SOLIDWORKS PDM Professional requires the full

Pro/ENGINEER application installed for managing and

previewing Pro/ENGINEER files.

The Pro/ENGINEER Connector requires a separate

installation after the SOLIDWORKS client installation.

The software can be obtained from your SOLIDWORKS

Value Added Reseller.

Pro/ENGINEER (For

SOLIDWORKS PDM

Professional only)

These requirements apply to installations performed from the SOLIDWORKS PDM media

or from an administrative image.

Installing Clients Using the Installation Wizard

1. Log on to the client computer as a user with local administrative rights.

2. Begin the installation, as described in Initiating the Installation via the

InstallShield Wizard on page 43.

Installing SOLIDWORKS PDM

3. Complete the installation using the following instructions:

ActionScreen

Select the type of client to install:Select PDM Product

• SOLIDWORKS PDM Professional: Select if

you connect to SOLIDWORKS PDM Professional

server only.

To install the client with Item Explorer, select

Customize and click Next.

• SOLIDWORKS PDM Standard: Select if you

connect to SOLIDWORKS PDM Standard server

only.

Select Item Explorer and click Next.

This option is available for SOLIDWORKS PDM

Professional only.

Custom Setup

Choose Product Type

a. Select the type of client to install, based on

your license:

• SOLIDWORKS PDM CAD Editor

• SOLIDWORKS PDM Contributor

• SOLIDWORKS PDM Viewer

b. Click Next.

If the product type is SOLIDWORKS PDM CAD

Editor,

Select Add-Ins

a. You can select:

• Microsoft Office Integration,

SOLIDWORKS, and DraftSight add-ins

for SOLIDWORKS PDM Professional client.

• SOLIDWORKS and DraftSight add-ins

for SOLIDWORKS PDM Standard client.

b. Click Next.

Click Install.Ready to Install the Program

Click Finish.InstallShield Wizard Completed

Installing SOLIDWORKS PDM

Installing eDrawings

You can install eDrawings on the SOLIDWORKS PDM client to preview SOLIDWORKS files.

eDrawings

is also available as a free download.

To install eDrawings:

1. Browse to the installation media.

2. Run \eDrawings\setup.exe.

3. Click Next.

4. Do not enter the license keys and click Next.

eDrawings runs as a Professional license if it is installed on a SOLIDWORKS PDM

Professional client.

5. Click Install.

The installation continues.

6. Click Finish after the installation is complete.

Upgrading the SOLIDWORKS PDM Standard Client/Server to Professional

If you have installed the Standard client/server via InstallShield Wizard, perform the

following steps.

To upgrade:

1. In Windows, open Control Panel > Programs and Features.

2. Right-click SOLIDWORKS PDM Client or SOLIDWORKS PDM Server and select

Change.

If you have installed the client via SLDIM, modify the SOLIDWORKS installation to

upgrade the client install.

3. On the Welcome screen, click Next.

4. On the Program Maintenance screen, click Modify.

5. On Select PDM Product screen, select SOLIDWORKS PDM Professional.

6. Continue with the installation of SOLIDWORKS PDM Professional.

If you have installed the Standard client/server via SLDIM, modify SOLIDWORKS

2016 listed under Programs and Features for an upgrade.

Enabling Logging to Troubleshoot Installation

An installation log is useful when troubleshooting a failing installation.

1. Open a command prompt.

2. Change directory to the appropriate setup folder where the msi files are loaded.

3. Type the appropriate command to start a logged installation:

• For client:

MSIEXEC /i "SOLIDWORKS PDM Client.msi" /L*v C:\LOGFILE.TXT

• For server:

MSIEXEC /i "SOLIDWORKS PDM Server.msi" /L*v C:\LOGFILE.TXT

Installing SOLIDWORKS PDM

An installation log is created with information about the installation.

Creating SOLIDWORKS PDM Client Administrative Image

An administrative installation image lets you control the installation and upgrade of the

client on multiple client machines.

You can create one image for all client license types and select a script for a specific client

type to install on a machine.

The installation wizard creates a setup package (SOLIDWORKS PDM Client.msi and

required files) that you can distribute using Microsoft Active Directory or another

distribution method.

Keep a copy of the administration image, which includes all options you select, to make

it easier to uninstall when doing an upgrade.

To create an administrative image:

1. From the Windows Start menu, run command prompt.

2. Change directory to the appropriate setup folder where the setup.exe is loaded.

3. Add the command switch E:\SWPDMClient\setup.exe /a.

You can drag setup.exe on the command prompt and add the command switch.

4. Click OK.

5. Create the administrative image using these instructions:

ActionScreen

Click Next.Welcome

Read and accept the license agreement and click

Next.

License Agreement

Enter a location where the SOLIDWORKS PDM

client administrative image should be created.

If you plan to distribute this image, place it on

a network resource that is available to all client

systems.

Network Location

Click Install.Ready to Install the Program

Click Finish.InstallShield Wizard Completed

Deploying Clients Using Windows Active Directory

By using the Group Policy features of Windows Active Directory, you can centrally deploy,

install, and manage SOLIDWORKS PDM clients throughout an organization.

You can also perform routine maintenance tasks such as upgrading, patching, and

removing clients from a central location, without going to individual workstations.

Installing SOLIDWORKS PDM

If you distribute the clients using an administrative image, you must deploy Microsoft

XML Core Services (MSXML) 6.0 and .Net Framework 4.0 to all clients.

For information on distributing MSXML and .Net Framework, see

https://docs.microsoft.com/en-us/dotnet/framework/deployment/guide-for-administrators.

Only the SOLIDWORKS PDM client can be deployed using this method. Install the archive

server and database server using the standard installation method.

Active Directory deployment considerations:

• Because SOLIDWORKS PDM is installed on a computer level, before any user has logged

on, the deployment package should be available (i.e. shared with sufficient access

rights) to all systems assigned for deployment.

• When you deploy a client, SOLIDWORKS PDM changes the default language that

matches the locale of the machine. If the locale is not a supported language,

SOLIDWORKS PDM sets the default language as English.

• Once deployed, you can add file vault views to the clients:

• Using a policy

For details, see Distributing the File Vault View Using Microsoft Windows

Active Directory on page 106.

• Using a scripted view installation

For details, see Scripting File Vault View Setup on page 106.

To deploy a client admin image using Windows Server 2016 Active Directory:

1. Create an administrative image (SOLIDWORKS PDM Client.msi) in a network location

that is accessible by UNC path to all systems where SOLIDWORKS PDM should be

deployed.

For details, see Creating SOLIDWORKS PDM Client Administrative Image on

page 80.

2. Open the Control Panel and click System and Security > Administrative Tools

> Active Directory Users and Computers.

3. Create a security group, or use an existing security group.

To create a security group:

a) In the Active Directory User and Computers dialog box, right-click Users and

select New > Group.

b) In the New Object - Group dialog box, type a Group name.

c) Under Group type, select Security and click OK.

4. Add the computers where SOLIDWORKS PDM should be deployed.

To add domain computers to the security group:

a) Right-click the security group and select Properties.

b) On the Members tab, click Add and add the computers.

5. Exit the Active Directory User and Computers dialog box.

6. In the Control Panel, click System and Security > Administrative Tools > Group

Policy Management.

7. In the Group Policy Management console, create a new group policy for the security

group you created in steps 3 and 4.

Installing SOLIDWORKS PDM

8. Expand Group Policy Objects in the forest and domain that contains the new group

policy and select the group policy.

9. In the right pane, on the Settings tab, right-click Computer Configuration and click

Edit.

10. In the Group Policy Management Editor, navigate to Computer Configuration >

Policies > Software Settings > Software Installation.

11. Right-click and select New > Package.

12. Browse to the SOLIDWORKS PDM Client.msi file in the location where you created

the SOLIDWORKS PDM client administrative image.

You should browse to the location through My Network Places to use the UNC

path correctly. Do not use a mapped drive.

13. Click Open.

14. In the Deploy Software dialog box, select Assigned and click OK.

15. Select Advanced published or Assigned.

16. On the Modifications tabbed page, click Add to select one or more transforms to

be applied.

Ensure that the transform files are available on a network drive that is accessible by

remote computers, preferably where the source image is available.

You can use MSI tools, like Orca, to generate the transform files. For syntax, see

Scripting a Silent Installation of SOLIDWORKS PDM.

17. Exit the Group Policy Management Editor and Group Policy Management console.

The client image is ready for deployment and will be installed to the computers in the

security group the next time the systems start up.

Enabling Logging When Deploying SOLIDWORKS PDM

To troubleshoot installation problems that occur when you deploy a SOLIDWORKS PDM

client administrative image using Windows Active Directory, you should enable logging

of the installation procedure. This is done through a Group Policy.

1. On the Active Directory server, locate the OU where the deployment package is

assigned.

2. Right-click the OU, and select Properties.

3. In the Properties dialog box, on the Group Policy tab, click New to add a new Group

Policy object. Name the policy (for example, Logging) and click OK.

4. Select the new policy (or an existing deployment policy) and click Edit.

5. In the Group Policy Object Editor, expand Computer Configuration >

Administrative Templates > Windows Components > Windows Installer.

6. In the right pane, double-click the Logging setting.

7. In the policy object’s Properties dialog box:

a) Enable the policy.

b) In the Logging text box, type the full logging arguments:

iwearucmpvo

c) Click OK.

Installing SOLIDWORKS PDM

8. On the Group Policy tab, if you created a new group policy object, make sure that

the new policy is listed at the top of the list.

When you deploy SOLIDWORKS PDM, an .msi installation log will be created in the Temp

folder under the Windows system folder.

Scripting a Silent Installation of SOLIDWORKS PDM

You can script the client installation from an administrative image (for example, to run

the installation from a .bat file).

To script a silent installation:

1. Create an administrative image for the client type you are installing to create the

SOLIDWORKS PDM Client.msi installation package that is used in the following

commands.

For details, see Creating SOLIDWORKS PDM Client Administrative Image.

2. Update your installation script using the following command line options in

SOLIDWORKS PDM Command-Line Properties.

Silent Installation Switches

DescriptionSwitch

No UI/qn

Basic UI/qb

Reduced UI with a modal dialog box displayed at the end of the

installation

/qr

Full UI with a modal dialog box displayed at the end of the

installation

/qf

No UI except for a modal dialog box displayed at the end of the

installation

/qn+

Basic UI with a modal dialog box displayed at the end of the

installation

/qb+

Basic UI with no modal dialog boxes/qb-

Do not prompt for rebootREBOOTYESNO=NO

Suppresses the prompt for reboot when used with REBOOTYESNO

If you upgrade a previous installation with this option, you

must perform a reboot at the end of the installation to reload

any replaced files that are in use.

REBOOT=REALLYSUPPRESS

Excludes a feature from installingREMOVE=[string]

Installing SOLIDWORKS PDM

SOLIDWORKS PDM Command-Line Properties

DescriptionProperty

Installation directoryINSTALLDIR=[string]

Client type

• 0 = PDM Standard

• 1 = PDM Professional

PDMTYPE=0, 1

{CC72DD26-1A34-4209-B50B-21C7DD5E29F6}SOLIDWORKS

PDM Viewer

{E2BE88CF-6E17-43e2-A837-C1051F3E4EDB}SOLIDWORKS

PDM

Contributor

{05AD35C4-8A9A-4114-B51F-32186222ABA1}SOLIDWORKS

PDM CAD Editor

PTID=

ClientMain feature

OfficeOffice Add-in

SolidWorksSolidWorks Add-in

InsoViewerOracle Viewer

WebClientWeb Client helper

ItemExplorerItem Explorer

DraftSightDraftSight Add-in

SharedCommon files

Shared64Common Files 64-bit

ADDLOCAL=

For more details, refer to the following sample scripts:

• SOLIDWORKS PDM Professional Viewer with no add-ins

Msiexec /I <path to SOLIDWORKS PDM Client.msi> INSTALLDIR="C:\Program

Files\SOLIDWORKS PDM" PDMTYPE=1

PTID={CC72DD26-1A34-4209-B50B-21C7DD5E29F6}

ADDLOCAL=Client,Shared,Shared64,WebClient,InsoViewer /qb

• SOLIDWORKS PDM Professional CAD Editor with SOLIDWORKS and Office Add-ins

Msiexec /I <path to SOLIDWORKS PDM Client.msi> INSTALLDIR="C:\Program

Files\SOLIDWORKS PDM" PDMTYPE=1

PTID={05AD35C4-8A9A-4114-B51F-32186222ABA1}

ADDLOCAL=Client,Shared,Shared64,WebClient,InsoViewer,SolidWorks,Office

/qb

• SOLIDWORKS PDM Standard CAD Editor with SOLIDWORKS Add-in

Installing SOLIDWORKS PDM

Msiexec /I <path to SOLIDWORKS PDM Client.msi> INSTALLDIR="C:\Program

Files\SOLIDWORKS PDM" PDMTYPE=0

PTID={05AD35C4-8A9A-4114-B51F-32186222ABA1}

ADDLOCAL=Client,Shared,Shared64,SolidWorks /qb

When scripting upgrades, the administrator must add REINSTALLMODE=vomus

REINSTALL=ALL

Installing SOLIDWORKS PDM

Using SOLIDWORKS Installation Manager

This chapter includes the following topics:

• SOLIDWORKS PDM

• Listing of PDM Server Components

• Understanding Differences between PDM Clients

• Before Installing PDM Server

• Installing a PDM Server with the SOLIDWORKS Installation Manager

• Installing a PDM Client with the SOLIDWORKS Installation Manager

SOLIDWORKS Installation Manager (SLDIM) facilitates the installation of PDM servers and

client components. To configure and troubleshoot PDM components and SQL Server databases

refer to advanced topics in other sections of this guide.

SOLIDWORKS PDM

SOLIDWORKS PDM is a document management product based on the client/server

architecture known formerly as SOLIDWORKS Enterprise PDM.

SOLIDWORKS PDM is available in two types:

• SOLIDWORKS PDM Standard

• SOLIDWORKS PDM Professional

SOLIDWORKS PDM uses a Microsoft SQL Server database to manage file vaults.

This table lists the database systems, server components, and client options available

for each product type.

PDM ProfessionalPDM Standard

Large office networks,

large numbers of

concurrent users

Small to medium office

networks, generally with less

than 20 concurrent users.

Designed for

SQL Standard limits:

Lesser of 4 sockets or 16

cores, 128 GB of RAM, and

524 PB database size

Lesser of 1 socket or 4 cores,

1 GB of RAM, and 10 GB

database size

Limits

PDM ProfessionalPDM Standard

Microsoft SQL Server 2014

Service Pack 3 or later, or

previously installed

instances of Microsoft SQL

Server 2014 Service Pack

3 or later.

Microsoft SQL Server Express

2014 Service Pack 3 or later

(included and installed with

SOLIDWORKS)

Database Management

System

YesYesRequires SolidNetWork

License Manager?

YesYesIncludes Archive Server and

Database Server?

YesNoIncludes SOLIDWORKS PDM

Web Server, Web2 Server,

and Web API Server?

Native, browser-basedNativeClient types

SOLIDWORKS, DraftSight,

Microsoft Office Integration

SOLIDWORKS, DraftSightClient add-ins for CAD

Editors

DraftSight, Microsoft Office

Integration

DraftSightClient add-ins for

Contributors

Microsoft Office IntegrationClient add-ins for Viewers

Listing of PDM Server Components

This table summarizes the server components of the SOLIDWORKS PDM Server.

InstallationFunctionServer

Can install with PDM

Standard, or use a version

previously licensed and

installed.

Manages data in

SOLIDWORKS PDM data

vaults.

Microsoft SQL Server Express

for PDM Standard

Required. You can also use

a version previously licensed

and installed.

Manages data in

SOLIDWORKS PDM data

vaults.

Microsoft SQL Server for

PDM Professional

Using SOLIDWORKS Installation Manager

InstallationFunctionServer

Must be installed before new

vaults can be created.

Can be installed with

SOLIDWORKS PDM server

components when using the

SOLIDWORKS Installation

Manager.

Manages SOLIDWORKS PDM

licenses.

SolidNetWork License

Manager Client

Required. Install with PDM

Standard or Professional.

Manages transfers of files

between clients and the file

vault archive, and manages

users and their credentials.

Archive Server

Required. Install with PDM

Standard or Professional.

Polls PDM databases for

updates, manages data

import and export rules,

manages the message

system, and schedules

replication and cold storage.

Database Server

Optional. Install with PDM

Professional only.

Provides access to file vaults

over the internet from

browser-based clients.

Web Server and Web2

Server

Optional. Install with PDM

Professional only.

EXALEAD OnePart users can

use a Web API server to

index and retrieve

SOLIDWORKS PDM data.

Web API Server

Archive servers run as services on the system account of the computers where they are

installed. One archive server can host multiple file vaults on the same computer.

In a stand-alone installation, the archive server, database server, license server, and web

API server, as well as the SQL Express or SQL Server database, can all be installed on

the same machine.

In a distributed environment, the server components can reside on different machines.

SOLIDWORKS PDM Professional also supports replication of file vault archives and the

SQL server database to improve performance at remote locations. For more details, see

the SOLIDWORKS PDM Professional Replication Guide.

Understanding Differences between PDM Clients

Before installing the client software, you must determine what clients are needed

depending on your PDM environment.

This table summarizes the clients for SOLIDWORKS PDM Standard:

Using SOLIDWORKS Installation Manager

DescriptionStandard Client type

Supports working with SOLIDWORKS,

DWG/DXF format, Microsoft Word, and

Microsoft Excel files. All file formats, that

Office plug-in handles, behave in the same

way in SOLIDWORKS PDM Standard except

Preview.

CAD Editor

Supports working with SOLIDWORKS,

DWG/DXF format, Microsoft Word, and

Microsoft Excel files.

Contributor

Allows read-only access to file vaults. User

can transition files through a workflow, but

user cannot add or modify (check out, check

in, update values) files.

Viewer

This table summarizes the clients for SOLIDWORKS PDM Professional:

DescriptionProfessional Client type

Supports working with all file types,

including enhanced management and

previewing of CAD formats such as

SOLIDWORKS. CAD add-ins allow users to

access SOLIDWORKS PDM Professional from

within the CAD application. Remote users

can search vaults and perform basic

functions over the Internet using the Web

and Web2 clients.

CAD Editor & Web

Supports working with all file types,

including CAD files. However, the CAD

add-ins are not supported on this client

type. Remote users can search vaults and

perform basic functions over the Internet

using the Web and Web2 clients.

Contributor & Web

Allows read-only access to file vaults. User

can transition files through a workflow, user

cannot add or modify (check out, check in,

update values) files or use CAD add-ins.

Viewer

Before Installing PDM Server

Keep these requirements in mind before installing PDM server components:

• Obtain full administrative rights to the machines on which you are going to install

servers and clients.

Using SOLIDWORKS Installation Manager

• Ensure that the database server has access to the archive server over TCP port 3030

and to the SQL Server over TCP port 1433.

• If you are going to use an existing SQL Server Express or SQL Server database, obtain

the name of the SQL Server database and the account ID and password of a SQL

Server administrator or database owner with read/write access to the database. You

cannot use the tew user.

• If a PDM client is already installed on the system, uninstall it. If you want the PDM

Server and PDM Client on the same system, you can install them both from the Server

products page in the SOLIDWORKS Installation Manager.

Installing a PDM Server with the SOLIDWORKS Installation Manager

When you install the PDM Server for PDM Standard, you can install the archive server,

the database server, and the PDM CAD Editor client on the same machine. You do not

need to run the client installation separately.

When installing the PDM Server for PDM Professional, you can include these components,

and also the Web server, Web2 server, and Web API server.

To install a PDM Server and its components:

1. Start the SOLIDWORKS Installation Manager.

2. On the Welcome page, select Server Products, and check the following:

• Install SOLIDWORKS PDM Server components on this computer.

• Install SolidNetWork License Manager on this computer.

If the SolidNetWork License Manager is installed, this option does not display.

3. If the SolidNetwork License Manager Options page displays, enter a serial number

and specify a location for the directory, and click Next.

4. Follow instructions for system warnings and click Next.

5. On the Summary page, for SOLIDWORKS PDM Server, click Change.

Using SOLIDWORKS Installation Manager

6. In the SOLIDWORKS PDM Server Options page:

a) For Select Server Product, click SOLIDWORKS PDM Standard or

Professional.

b) For Installation Location, click Browse to specify a file path.

c) In Select Features:

1. Click Archive Server, Database Server, and Client to install these

components on the same machine. If you are in a distributed environment,

you can install the archive server and database server by running the

Installation Manager on another machine.

If a PDM client is already installed on the machine, you must cancel the

installation and uninstall the client. You can then run the SOLIDWORKS

Installation Manager to install the PDM server with the client together.

2. If you are installing PDM Professional, you can also click Web server, Web2

server, and Web API Server.

If you are installing the Web API server, you can specify a value for HTTP

port number that is between 0 and 65535. The default value is 65453.

d) In SQL Server, you can install a new instance of the database tools that come

with PDM Server (SQL Server Express for PDM Standard), or you can specify the

database name, username, and password of an existing instance.

A full version of SQL Server must be installed for SOLIDWORKS PDM

Professional.

e) Click Back to Summary.

7. On the Summary page, accept the terms of the SOLIDWORKS License Agreement

and click Install Now.

When the SOLIDWORKS Installation Manager completes installing, the Archive Server

Configuration Tool starts. Follow the prompts in the wizard to configure the archive

server.

To set up, configure, and troubleshoot the archive server, database server, Web and

Web2 servers, and SQL Server databases, see the relevant topics in the SOLIDWORKS

PDM 2022 Installation Guide.

Installing a PDM Client with the SOLIDWORKS Installation Manager

The major version of the SOLIDWORKS PDM Client must match the major version of the

SOLIDWORKS PDM Server. When you install or upgrade the SOLIDWORKS PDM Client,

make sure the versions match.

To install a PDM Client:

1. Start the SOLIDWORKS Installation Manager.

2. On the Welcome page, select Individual.

Using SOLIDWORKS Installation Manager

3. On the Serial Number page, click Next.

SOLIDWORKS PDM clients do not require a separate serial number.

4. Follow instructions for system warnings and click Next.

5. On the Summary page, under Products, click Change.

6. On the Product Selection page, click Select different packages or products.

7. In the Select the package you want to show dialog box, select a version of

SOLIDWORKS. Then click OK.

8. On the Product Selection page, select SOLIDWORKS PDM Client. Then select

eDrawings to enable the PDM Preview functionality. If you are using SOLIDWORKS

PDM Professional, you can also select Item Explorer.

9. On the Summary page, expand SOLIDWORKS PDM Options and click Change.

10. On the SOLIDWORKS PDM Client Options page, select the following and click Back

to Summary:

• PDM product type

• PDM client type

• Add-ins

11. On the Summary page, accept the terms of the SOLIDWORKS License Agreement

and click Install Now.

Administrators can also use the Administrative Image Option Editor to create and deploy

images of PDM clients. For details, see Using Administrative Images in the

SOLIDWORKS Installation and Administration Guide.

Using SOLIDWORKS Installation Manager

Creating and Distributing File Vault Views

This chapter includes the following topics:

• Vault Creation

• Configuring the SolidNetWork License Server for the File Vault

• Creating a File Vault View Using the View Setup Wizard

• Distributing the File Vault View Using Microsoft Windows Active Directory

• Distributing File Vault Views in a WAN Environment

SOLIDWORKS PDM file vaults store the files and information managed by SOLIDWORKS PDM.

To add a file to a file vault, you place it in a local file vault view, which is a working folder

where all intermediate file modifications are performed.

The file vault view is directly connected to:

• The archive server, which stores the physical files in a file vault archive

• The file vault database, which stores information about files and activities in the file vault

You can access files and information stored in a file vault only from a system with the

SOLIDWORKS PDM client installed by logging in as a user with sufficient access rights.

Vault Creation

Use the SOLIDWORKS PDM Administration tool to create the vault on the archive server.

Prerequisites

Before creating a vault:

• Verify that all SOLIDWORKS PDM components have been installed.

• Ensure the archive server is available.

If the archive server you want to use is on another system, you may need to add it.

The archive server may not be accessible if a firewall on the archive system is blocking

TCP port 3030.

• If the SQL Server is on a different system than the archive server, ensure that it is

available. It may not be accessible if a firewall is blocking port 1433.

If the SQL server is using a named instance or is SQL Server Express, the TCP port

may be set to a dynamic value instead of 1433. For details, see Configuring the

SQL Server Express Instance to Listen to a Fixed TCP Port.

• Ensure you have sufficient access rights.

Your Windows user account must have Administrative access to the archive server. If

you create the vault on the same system as the archive server, the local administrator

has this access by default.

• Obtain SQL Server information.

You must know:

• The SQL server name.

• Login information for a user with sufficient system administrator privileges to create

a vault.

Adding an Archive Server

To create a vault, you must be able to connect to an archive server. If an archive server

is installed but is not visible in the Administration tool, you can add it.

1. From the Windows Start menu, click SOLIDWORKS PDM > Administration to

open the Administration tool.

2. Click File > Add Server.

3. In the Add Server dialog box, for Server name, select or enter the server to add.

Use the server system name, not the IP address, unless the environment is configured

for IP-only communication, as described in the Installation Guide.

When adding an archive server to a wide-area network (WAN), DNS can fail when

looking up the IP address of the server host name. As a workaround, ensure that the

client can successfully ping the server by name. If the ping does not work, update

the local HOSTS file.

For details, see Adding Archive Servers in a WAN Environment in the SOLIDWORKS

PDM/SOLIDWORKS Manage Installation Guide.

4. Click OK.

Logging In to an Archive Server

Before creating a new vault, you may need to log in. If the logged in Windows user account

has administrative access on the archive server, login is not required.

To log in to an archive server:

1. In the Login dialog box, enter the Windows user name and password of a user with

access to vaults on the archive server.

• To add the archive server and list its vaults, log in as a user who is a member of

the attach access list in the Archive Server Configuration tool.

• To perform administrative tasks such as creating, upgrading, or removing a vault,

2. If the Login dialog box includes a Domain list, do one of the following:

• If you are using a local user account on the archive server, select the system name

that is followed by (local account).

• If you are using a domain account, select or type the correct domain.

Creating and Distributing File Vault Views

3. Click Log In.

Creating a Vault

To create a vault:

1. Log in to a system where the SOLIDWORKS PDM client is installed.

2. From the Windows Start menu, click SOLIDWORKS PDM > Administration to

open the Administration tool.

3. If the archive server you want to work with is not listed, add it as described in Adding

an Archive Server on page 94.

4. In the left pane, right-click the archive server in which to create the vault, then select

Create new vault.

If you are prompted to log in, see Logging In to an Archive Server.

Creating and Distributing File Vault Views

5. In the vault setup wizard:

ActionScreen

Click Next.Welcome

Select either SOLIDWORKS PDM Standard Vault or

SOLIDWORKS PDM Professional Vault.

This screen appears only for SOLIDWORKS PDM

Professional.

Choose Vault Type

Type a name and description for the new vault.Choose vault name

Under Vault archive folder, select the archive folder to store

the vault archives.

The default archive folder is Archives.

Select vault archive

folder

The vault database contains information about files and

activities in the vault.

Select or enter the SQL Server Express to host the vault

database in Select database server.

A Standard vault database must be hosted on SQL Server

Express.

Choose database

Type the Database name.

The SQL login dialog box appears in one of the following

cases:

• Stored SQL login has insufficient privileges

• User is invalid on the SQL server

• Username or password is incorrect

Specify a SQL user such as sa with sufficient permissions.

Enter the SolidNetWork License server address in the form:

port@SNLServerName.

For SOLIDWORKS PDM Standard vault, add the server name

that has activated license for the Standard vault.

License Server for

Vault

For SOLIDWORKS PDM Professional vault, add the server

name that has activated license for the Professional vault.

Language

Select the language to use in the vault.

Select regional settings

Creating and Distributing File Vault Views

ActionScreen

Do one of the following:

• Select Use the default 'admin' password for this

archive server.

The Admin user password defined during the archive server

installation is used for the vault's admin user.

• Clear the option to enter and confirm a password.

This login is set to the vault-specific admin login settings

for the new vault.

Create the admin user

Do one of the following:

• Use a configuration based on an administrative

export file (*.cex)

Browse to a .cex file containing the settings to use for the

vault, for example vault settings you have exported from

another vault.

If you import a .cex file to use for a Standard vault,

features specific to Standard get imported. Any feature

that contains elements that are not supported by

Standard will not be imported.

• Use a predefined configuration

Select one:

Empty

Creates a data folder with no files, which makes it easier

to import or create data cards, workflows, and so on.

Default

Installs the data set installed with previous versions of

SOLIDWORKS PDM.

Quick Start

Installs a simple data set, including predefined groups and

permissions, which enable companies installing

SOLIDWORKS PDM for the first time to quickly use the

software in a production environment.

Configure vault

Your choice on the Configure vault screen determines what

is displayed on this screen.

Select configuration

details

• If you chose to use a configuration based on an

administrative export file, this screen does not display.

Creating and Distributing File Vault Views

ActionScreen

• If you chose Empty, no data options are installed to the

vault to make it easier to import custom .cex files you

have created.

• If you chose SOLIDWORKS Quick Start, the following

options, designed for an entry-level SOLIDWORKS

implementation, are installed:

Bills of Materials

• Standard Bill of Materials

• Weldment Bill of Materials

• Weldment Cut List

Cards

• Default Folder Card

• SOLIDWORKS

Single card used for all SOLIDWORKS files.

Search Support

Displayed to users when they search the vault

• Complete File Search

• Quick Start Search

• If you chose the Default option, the following options are

available. Click an option name to display a description.

Add-ins

• Dispatch (SOLIDWORKS PDM Professional)

The SWTaskAddin is added to the vault if you select

Convert and Print under Task Execution.

Bills of Materials

• Standard Bill of Materials

• Weldment Bill of Materials

• Weldment Cut List

Creating and Distributing File Vault Views

ActionScreen

Cards

File and folder data cards for SOLIDWORKS PDM Professional:

• Adobe Acrobat

• AutoCAD

• Autodesk Inventor

• Bitmap Images

• CAL

• Default Folder Card

• Microsoft Office

• MP3

• Pro/ENGINEER

Pro/ENGINEER requires a separate Pro/ENGINEER

Connector installation.

• Solid Edge

• SOLIDWORKS

• Text Files

• XML

File and folder data cards for SOLIDWORKS PDM Standard:

• AutoCAD

• Default Folder Card

• Microsoft Office

• SOLIDWORKS

• Text Files

Items (SOLIDWORKS PDM Professional)

• Support items

Support of items includes the item search cards.

Search Support

Displayed to users when they search the vault

• Complete File Search

Only the items that are supported for Standard are

available.

• User Search

Creating and Distributing File Vault Views

ActionScreen

Task Execution (Server-side Add-ins)

Tasks available with the SWTaskAddin.dll

• Convert

• Design Checker (SOLIDWORKS PDM Professional)

• Print (SOLIDWORKS PDM Professional)

Review the vault parameters, then click Finish.Review Information

Click CloseCompleted

Configuring the SolidNetWork License Server for the File Vault

You can configure the server for the file vault after you install the SolidNetWork License

Manager and activate the license on the server.

You need to configure the license server only once since all SOLIDWORKS PDM vaults

on the SQL server use the same SNL server.

1. From the Windows Start menu, click SOLIDWORKS PDM > Administration to

open the Administration tool.

2. Create a file vault or expand the existing file vault.

3. Right-click the License node and select Open.

4. On the Server List tab, click Add.

5. Enter the SolidNetWork License Manager's address in the form: port@SNLServerName.

The default port number is 25734. You can enter either the host name or IP address

of SolidNetWork License server for SNLServerName. All clients must be able to

connect to the server by IP address or host name.

6. Click OK.

7. Click the License Usage tab to ensure that SOLIDWORKS PDM licenses are available.

8. Click OK.

Creating a File Vault View Using the View Setup Wizard

Users managing files must connect to a file vault through a local file vault view (working

folder) created on each client.

To set up the file vault view, the SOLIDWORKS PDM client must be installed.

You also can create a local file vault view using the SOLIDWORKS PDM Administration

tool. See the section on creating a local file vault view in the SOLIDWORKS PDM

Administration Guide.

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Creating and Distributing File Vault Views

To create the file vault view using the View Setup wizard:

1. From the Windows Start menu, click SOLIDWORKS PDM > View Setup.

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Creating and Distributing File Vault Views

2. Create the file vault view using the following instructions:

ActionScreen

Click Next.Welcome

The available archive servers on the network are listed.Select archive

server(s)

a. If the archive server you want to attach to is listed, select it.

b. If the archive server you want is not shown:

1. Click Add.

2. In the Add Server manually dialog box, enter the system

name and click OK.

A login dialog box appears if your account does not have

sufficient access rights. Log in with a user account with

attach access to file vaults on the archive server.

3. Select the new archive server.

c. To connect to other archive servers with file vaults, select

them.

d. Click Next.

All file vaults on the selected archive servers are listed.Select vault(s)

a. Select the vaults for which you want to create a local file vault

view.

b. Click Next.

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Creating and Distributing File Vault Views

ActionScreen

a. Choose where the file vault view will be created.

You can place the view in any location. However, for a shared

view that is accessible to all profiles on the system, create it

in the root of the local hard disk drive to make it easily

accessible.

b. Select the type of view to create:

The local view is only accessible to the

Windows profile that is logged in the system.

Use this option when multiple users are using

the same system. Place the local file vault view

in a user folder that is accessible to the

logged-in profile.

For details, see Using SOLIDWORKS PDM on a

Terminal Server.

Only for

The local view is accessible to all Windows

profiles on this system (preferred). The logged

in user must have local administrator rights to

use this option because it requires updating

the local system registry.

For details, see Using a Shared File Vault View

with Multiple User Profiles.

For all

users on

this

computer

c. Click Next.

Select location

Click Finish.Review actions

Click Closed.Completed

Enabling Broadcast with Windows Firewalls

If you are running SOLIDWORKS PDM on a workstation where the Windows firewall is

activated, you must enable broadcast to list archive servers when users create file vault

views using View Setup.

This is because SOLIDWORKS PDM uses a broadcast method to get a list of all available

archive servers on the network. This broadcast is sent to the default port 3030 on the

server system from a dynamic port on the client. By default, Windows firewall only allows

a three-second time period to return the broadcast result from the server to the dynamic

client port. After that, the broadcast reply is stopped by the firewall.

For the archive server broadcast to work correctly on a client with Windows firewall active,

you must allow the applications that request the broadcast through the firewall. For

SOLIDWORKS PDM, these are the View Setup wizard (ViewSetup.exe) and the

SOLIDWORKS PDM administration tool (ConisioAdmin.exe).

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Using a Shared File Vault View with Multiple User Profiles

A shared file vault view is created by a user with local administrative Windows permissions.

The local administrator group is, by default, given full file permissions to any files created

(or cached) in that view.

On many systems, the local user or power user groups have only limited file permissions

to folders in Windows. If a user with local administrative permissions caches a file in the

shared vault view, other Windows user profiles with only user or power user access

permissions might not have sufficient permissions to fully access the file or change the

read-only state when checking out the file.

If you plan to use a shared file vault view with Windows user or power user profiles, you

should define folder access permissions for those groups.

Changing Access Permissions on a Shared View Using the Properties Dialog Box

1. Log into the system as a user with local administrative permissions.

2. In Windows File Explorer, navigate to the file vault view folder and select it.

3. Right-click the file vault view folder and select Properties.

4. In the file vault view’s Properties dialog box, click the Security tab.

5. Under Group or user names, select the Windows profile groups to use the shared

file vault view and make sure that they have all access permissions checked (that is,,

Full Control).

6. Click OK.

Changing Access Permissions on a Shared View Using the Command Prompt

1. Log into the system as a user with local administrative permissions.

2. Open a command prompt and open the parent folder containing the file vault view

(usually C:\).

3. Use the cacls command to assign sufficient access control to the user and power

user groups.

CACLS “vault_view_name” /E /G “group_or_username”:F

For example, to grant a local users group sufficient access control, type:

CACLS “c:\EPDM File Vault” /E /G “users”:F

For details about the cacls command, visit Microsoft Support page and search with

the cacls keyword.

Using SOLIDWORKS PDM on a Terminal Server

The following recommendation applies to installing SOLIDWORKS PDM clients in a Terminal

Server environment:

• The client software is installed once on the terminal server because all terminal profiles

use the same core system and program files. You cannot combine different client

license types on the same terminal system; the same license type is used by all terminal

client profiles.

• When creating local file vault views for terminal clients, you must be logged in as the

Windows profile that should have access to the view. Make the views private by selecting

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Creating and Distributing File Vault Views

the Only for me or For all users on this computer (requires local administrator

rights) option.

To make it easier to administer views to multiple terminal client profiles, use the

SOLIDWORKS PDM policy or create an administrative view setup file.

Only the Windows profile for which the view was created can log in to the file vault

view because the view information is stored in the current user section of the registry,

which is only available to the current profile.

• To have the private views rooted to the same location for all profiles, place them in

the terminal user’s home folder. For example, use the environment variables

%HOMEDRIVE%%HOMEPATH%. These have the same path for most users.

• You should not create a shared view accessible by everyone on the terminal server in

a terminal environment. If using a shared view, all terminal users will work in the same

local cache, meaning they may overwrite each others file changes.

Creating a File Vault View Setup File

If you create a view setup file (.cvs), you can attach clients to a file vault by running

the .cvs file, without having to use the View Setup wizard.

The .cvs file can also be launched silently using triggers, as described in Scripting File

Vault View Setup.

You can create a .cvs file from any existing SOLIDWORKS PDM client.

To create the .cvs file:

1. Launch View Setup using the trigger /a.

For example, from the Windows Start menu, click Run and then enter this command:

“C:\Program Files\SOLIDWORKS PDM\ViewSetup.exe” /a

2. Step through the View Setup wizard as if creating local views.

See Creating a File Vault View Using the View Setup Wizard. You can select any

number of views.

On the Review Actions screen, the available action is Save to file.

3. Click Finish and specify a location and filename for the view setup file.

4. Click Close.

Using a File Vault View Setup File

You can attach clients to a file vault by running the .cvs file, without having to use the

View Setup wizard.

The .cvs file can also be launched silently using triggers, as described in Scripting File

Vault View Setup.

To use the View Setup file:

1. Copy the .cvs file to a client that you want to attach to the file vault.

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Creating and Distributing File Vault Views

2. Double-click the .cvs file.

The View Setup wizard opens to the Finish screen, which lists the vaults for which

local views will be created.

3. Click Finish.

Scripting File Vault View Setup

The View Setup wizard can be launched using the ViewSetup.exe command with the

following triggers to automate view installations. This can be useful when you want to

distribute the file vault view using login scripts or a similar distribution method.

ActionOption or Argument

Creates a view setup file./a

Opens the view setup file and lets you attach using the

information from the file.

The complete path to the .cvs file must be used.

path_to_.cvs_file

Performs attach silently without showing wizard. Will only

work in combination with /s switch or a .cvs file.

Find the Vault ID by selecting the properties of the vault

in the SOLIDWORKS PDM administration tool.

If you have more than one archive server hosting the

vault, see Distributing File Vault Views in a WAN

Environment.

/s {VaultID}

Examples

• Create a vault view silently from the .cvs file:

ViewSetup.exe PDMWEVault.cvs /q

• Create a .cvs file with the two file vaults supplied by ID:

ViewSetup.exe /s

{A8E07E93-F594-42c9-A01B-F613DBA53CB5}{699C4EC3-60FC-452f-940E-8786A7AAF1B2}

Distributing the File Vault View Using Microsoft Windows Active Directory

By using the SOLIDWORKS PDM user policy for Microsoft Windows Active Directory, you

can centrally deploy file vault views on client workstations.

Before you configure Active Directory, find the unique vault ID of the vault view you want

to distribute, as described in Finding the SOLIDWORKS PDM Vault ID on page 108.

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Creating and Distributing File Vault Views

Most policy dialog boxes have an Explain tab with descriptive text about the policy.

To distribute a vault view using Windows Server Active Directory:

1. Open the Control Panel and click System and Security > Administrative Tools

> Active Directory Users and Computers.

2. Create a security group (or use an existing group).

3. Right-click the security group and select Properties.

4. In the security group’s Properties dialog box, on the Members tab, add the users to

which the SOLIDWORKS PDM file vault view should be deployed.

5. Right-click the top domain container (or any top organizational unit (OU) containing

the target users) and select Properties.

6. In the domain Properties dialog box, on the Group Policy tab, click New to create a

new policy object.

7. Select the new object and click Properties.

8. In the object’s Properties dialog box, on the Security tab:

a) Add the group containing the users to the list and select it.

b) Under Permissions, in the Allow column, select Apply Group Policy to assign

the policy to the group.

If you do not want the policy to be set on other domain groups, make sure that

the permission is turned off on the other groups.

c) Click OK.

9. In the domain Properties dialog box, select the new object again and click Edit.

10. In the Group Policy Object Editor:

a) Browse to User Configuration > Administrative Templates.

b) Right-click and select Add/Remove Templates.

11. In the Policy Templates dialog box, navigate to \SWPDMClient\Support\Policies.

Select PDMWorks Enterprise.ADM and click Open.

12. When the policy is loaded, click Close.

A new SOLIDWORKS PDM Settings option appears under Administrative

Templates > Classic Administrative Templates (ADM).

13. Browse to the View Setup folder and double-click Automatic View Setup.

14. In the Automatic View Setup Properties dialog box:

a) Select Enabled.

b) Click Show to show the views to install.

c) In the Show Contents dialog box, click Add to add the file vault view.

d) In the Add Item dialog box, assign a name for the view to be distributed

(preferably the same name as the file vault).

e) Add the Vault ID to the item value field.

f) Click OK three times.

If you have more than one archive server hosting the vault, see Distributing File

Vault Views in a WAN Environment on page 109.

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Creating and Distributing File Vault Views

15. For the new view to be announced when the user logs in, SOLIDWORKS PDM must

be started. To automate this, browse to the Login Manager folder and enable the

Start SOLIDWORKS PDM Login manager at Windows login policy.

16. Close the Policy Editor.

Finding the SOLIDWORKS PDM Vault ID

To find the vault ID:

1. On a client computer, from the Windows Start menu, click SOLIDWORKS PDM >

Administration to open the Administration tool.

2. Right-click the vault view and click Properties.

3. In the File Vault Properties dialog box, you can copy the vault ID and paste it into a

file.

You can also find the vault ID in the vault database SystemInfo table.

Receiving a Distributed File Vault View

When you distribute a file vault view, users receive automatic notifications.

• When users in the distributed group next log in, the following balloon tip informs them

that a new vault view is available:

Your system administrator has assigned new vaults for you to attach.

Click here to attach them.

Clicking the message box displays the Select Location screen of the View Setup wizard

to let the user select where the view should be placed.

If the user does not click the message box before it disappears, clicking the

SOLIDWORKS PDM icon in the system tray shows an Attach option where the

distributed views are available.

• If the automatic view setup policy had the option Setup Views Silent selected, users

see the following message:

Your system administrator has attached you to new vaults.

Click here to browse.

Clicking the message box opens the vault view in Windows File Explorer.

For the silent view setup policy to work, the domain user profiles that use the policy

must be part of the Attach access (or administrative access) list in the security section

of the Archive Server Configuration tool. Otherwise, the view must be manually created

using the Attach option.

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Creating and Distributing File Vault Views

Distributing File Vault Views in a WAN Environment

By default, an archive server announces itself over the network to clients using a broadcast

interface (over port 3030). When creating views, this lets the View Setup wizard or

Administration tool list the archive server automatically.

When a script or Active Directory policy distributes a file vault view, the client uses the

first archive server that is announced to it. In some situations such as a replicated

environment with multiple servers, this may not be the correct server.

If you have problems using scripted views or policies over WAN or restricted networks,

add the appropriate server manually using the SOLIDWORKS PDM Settings policy.

Manually Configuring the Archive Server That Is Announced to SOLIDWORKS PDM

Clients

To configure the Archive Server manually:

1. From the Windows Start menu, click SOLIDWORKS PDM > Administration to

open the Administration tool.

2. Under Local Settings, click Group Policies.

3. In the Group Policy dialog box, click User Configuration > Administrative

Templates > SOLIDWORKS PDM Settings.

4. Disable the normal broadcast for the SOLIDWORKS PDM policy:

a) In the right pane, double-click Disable broadcast.

b) In the Disable Broadcast Properties dialog box, select Disabled, and click OK.

5. Add the archive server to which the clients have to connect:

a) Click View Setup.

b) Double-click Configure Select Server Page.

c) In the Configure Select Server Page Properties dialog box, select Enabled.

d) Click Show to show the default servers.

e) In the Show Contents dialog box, click Add to add the server.

f) In the Add Item dialog box, enter the archive server name and port, normally

3030.

g) Click OK to close each dialog box.

When file vault views are distributed, clients are forced to use the specified archive server.

Specifying SOLIDWORKS PDM Settings Group Policy Manually

You can use Windows Active Directory policy options to distribute the SOLIDWORKS PDM

settings. If you are not using Active Directory to distribute group policies, you can add

the SOLIDWORKS PDM Settings policy manually on a client as a local group policy.

For details about using Active Directory to distribute SOLIDWORKS PDM settings, see

Distributing the File Vault View Using Microsoft Windows Active Directory on page

106.

To add the policy manually:

1. From the Windows Start menu, click SOLIDWORKS PDM > Administration to

open the Administration tool.

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Creating and Distributing File Vault Views

2. Select Local settings.

3. Right-click Group policies and click Open.

4. In the Group Policy dialog box, select User Configuration.

5. Right-click Administrative Templates and select Add/Remove Templates.

6. In the Add/Remove Templates dialog box, click Add.

7. In the Policy Templates dialog box, browse to the PDMWorks Enterprise.ADM policy

template in \SWPDMClient\Support\Policies and click Open.

8. Click Close.

The SOLIDWORKS PDM Settings policy options appear under Administrative

Templates > Classic Administrative Templates (ADM).

SOLIDWORKS PDM Settings Policy Options

DescriptionPolicy

Settings

Defines the port used for broadcast, by default, port 3030.

This port must match the archive server port. You should not

have to change it.

Configure Broadcast Port

Prevents users from using broadcast to find archive servers

on the local subnet. Only manually added servers will be used.

Use this policy to make sure that a specific archive server is

used.

For details, see Distributing the File Vault View Using Microsoft

Windows Active Directory.

Disable Broadcast

Normally, broadcast updates (refreshes) the Explorer file view

when another SOLIDWORKS PDM client modifies something

in the view (for example, by renaming or checking out a file).

Use this option to prevent views from being updated

automatically. Users must press F5 to manually refresh the

folder listing in a view.

Disable Automatic View

Refresh

If a file vault is replicated, enabling this policy creates a list

in the login dialog box of archive servers hosting the replicated

vault that the user can connect to.

Use this policy if working on a laptop and working in both

locations hosting a replicated vault. Only the servers that are

broadcasted are listed. You might have to include the server

in the Add alternative servers policy.

Enable Alternative Servers

Set this policy when you distribute views with the Automatic

View Setup policy. It starts the SOLIDWORKS PDM login

manager at login so that views can be added.

Start SOLIDWORKS PDM

Windows Login

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Creating and Distributing File Vault Views

DescriptionPolicy

The alternative servers list contains available broadcasted

servers hosting the replicated vault. If the broadcast does

not list the server, you might have to add it manually using

this policy. Add the server name as the Value Name, and

server port as the Value.

Add Alternative Servers

DescriptionPolicy

View Setup settings

Prevents the user from manually adding servers to the list

of vault sources in the View Setup wizard. Use this policy in

combination with Disable Broadcast and Select Server

page to restrict clients to a specified set of servers.

Disable Add Server

Controls the Select Location screen of the View Setup wizard.

It should be defined when adding views silently.

Sets the default file vault attach location. This

can be used in terminal services environments

to force file vault views to be created in a specific

directory (commonly the user's home drive).

Location

Sets the default file vault attach type. A restricted

Windows user does not typically have the right

to add file vault views per computer.

Type

Select Attach Page

Controls the Select Archive Server screen of the View Setup

wizard. Adds default archive server names to the list of

servers to choose from in the wizard. Type the name of the

archive server and the port (3030) as value.

Use this in combination with Disable Broadcast and Disable

Add Server to force clients to use a specified set of servers.

You should also use this policy when broadcast prevents

archive servers from being listed in the View Setup wizard

(for example, over a WAN).

Select Server Page

Use this policy to distribute file vault views to client

computers. Add the vault name and vault ID for the views

that should be announced.

When using Setup views silent, the views are added without

any user interaction. When you use this option, to make sure

that the view is created in the correct location, you should

also define the Select Attach Page policy. If the client

computers reside in different subnets and cannot receive

broadcast, you must define the Select Server Page policy.

Automatic View Setup

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Creating and Distributing File Vault Views

DescriptionPolicy

Explorer settings

Defines the size and color depth of thumbnails that are

created on the archive server.

Configure Thumbnails

Lets you can add other extensions that should behave like

drawings in the BOM view. By default, SLDDRW and IDW files

are counted as drawings.

When you clear the Bill Of Material view option Include

selected, drawing files are normally not considered the

top-node; therefore both drawing and assembly are excluded.

Drawing Extensions

Removes the Copy Tree item from the shortcut menu for

the root of the vault.

Remove Copy Tree From

Root

Configure thread options used when retrieving files to the

client. Use a value between 1 and 20. The default is 5.

Configure Get File

SQL

Configures when to use bulk operations when communicating

with the SQL server.

When not doing bulk operations, the statement is built up by

text and concatenated to the execute statement if possible.

For use only when directed by SOLIDWORKS support.

Configure bulk operations

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Creating and Distributing File Vault Views

Upgrading a Vault from Standard to Professional

This chapter includes the following topics:

• Upgrading the SolidNetWork License from Standard to Professional

• Activating the Professional License

• Upgrading the Standard Vault

• Upgrading the SOLIDWORKS PDM Standard Client/Server to Professional

• After Upgrading the File Vault

Once upgraded, you cannot downgrade a Professional vault to a Standard vault. The procedure

cannot be undone without a backup.

To upgrade a vault from Standard to Professional:

1. Back up the file vault database for the SOLIDWORKS PDM Standard vault.

For details, see Backing Up the File Vault Database on page 125.

2. Upgrade the license from Standard to Professional.

For details, see Upgrading the SolidNetWork License from Standard to Professional

on page 113.

3. Upgrade the vault.

4. Upgrade SQL Server 2014 Express to SQL Standard 2014.

For details, see Upgrading SQL Server Express 2014 to SQL Server 2014 on page 41.

5. Upgrade SOLIDWORKS PDM Standard Client/Server to Professional Client/Server.

For details, see Upgrading the SOLIDWORKS PDM Standard Client/Server to

Professional on page 79.

Upgrading the SolidNetWork License from Standard to Professional

Before you upgrade a vault, you must upgrade the SolidNetWork License from Standard

to Professional.

To upgrade the SolidNetWork License from Standard to Professional:

1. In Windows, open Control Panel > Programs > Programs and Features.

2. On the current license server, right-click SOLIDWORKS SolidNetWork License

Manager, click Change > Next .

3. On the Program Maintenance screen, select Modify.

4. On the License Information screen, type the serial number for Professional and click

Next.

113

5. Click Install.

Activating the Professional License

You can activate the license to log in to the Professional vault.

To activate the Professional license:

1. From the Windows Start menu, click SOLIDWORKS Tools version > SolidNetWork

License Manager Server version to open the SolidNetWork License Manager.

2. When prompted to activate, click Yes.

If you have an activated SolidNetWork License, click Modify.

3. On the SolidNetWork License Server Information screen:

• If your company uses a firewall, select A firewall is in use on this server.

For more information, see Using SolidNetWork License Server with Firewalls.

• Use the default value for Port Number (and for Vendor Daemon Port Number

if you have a firewall) or specify the port numbers your company uses.

The port number is a TCP/IP port number in the 1024-60000 range, used

exclusively by this process. Normally, the default (25734) is suitable and is

unlikely to be the same as any other FlexNet server process on the license

manager server.

4. On the Activate Your SOLIDWORKS Product screen:

• Select the internet or email procedure.

• Supply email contact information.

• Click Next to proceed.

• Internet: Activation occurs automatically.

• Email: Click Save to create a request file, then email the file to

[email protected]. When you receive the email containing the

response file, extract the file from email and then click Open to load it.

If required, you can exit and rerun the activation procedure to open the

response file.

5. Click Finish.

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Upgrading a Vault from Standard to Professional

Upgrading the Standard Vault

To upgrade a Standard vault to a Professional vault, you must have the Professional

license activated on the license server.

To upgrade a vault from Standard to Professional:

1. Log in to the SOLIDWORKS PDM Administration tool with File vault management

permission.

You must log in to the computer with an account that has Administrative access

on the Archive server. If you are not, you will be prompted to enter credentials for

a user with Administrative access to the server.

2. Right-click the vault and select Upgrade to Professional Vault.

3. On Upgrade to Professional Vault screen, click Next.

4. Select the check box and click Next.

5. Select the license server that has activated Professional license.

6. Click Finish.

Upgrading the SOLIDWORKS PDM Standard Client/Server to Professional

If you have installed the Standard client/server via InstallShield Wizard, perform the

following steps.

To upgrade:

1. In Windows, open Control Panel > Programs and Features.

2. Right-click SOLIDWORKS PDM Client or SOLIDWORKS PDM Server and select

Change.

If you have installed the client via SLDIM, modify the SOLIDWORKS installation to

upgrade the client install.

3. On the Welcome screen, click Next.

4. On the Program Maintenance screen, click Modify.

5. On Select PDM Product screen, select SOLIDWORKS PDM Professional.

6. Continue with the installation of SOLIDWORKS PDM Professional.

If you have installed the Standard client/server via SLDIM, modify SOLIDWORKS

2016 listed under Programs and Features for an upgrade.

After Upgrading the File Vault

After upgrading the file vault, complete the post-processing configuration steps.

After upgrading to the Professional vault:

• The Administration tool displays the Professional specific features.

• Administrators must configure the Professional vault explicitly.

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Upgrading a Vault from Standard to Professional

• Administrative Permissions and Folder Permissions (specific to Professional) are

assigned to the built in admin user. The admin user must assign these permissions to

users and groups.

• The admin user must reconfigure convert task and configure other tasks.

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Upgrading a Vault from Standard to Professional

Configuring Content Search (For SOLIDWORKS PDM

Professional only)

This chapter includes the following topics:

• Content Search Overview

• Recommended Computer Configuration

• Using Windows Search for Content Search

• Installing Windows Search Service

• Setting Up Windows Search

• Indexing the Archives for Windows Search

• Indexing SOLIDWORKS PDM Professional File Vault Archives

• Configuring the Index Service on a Non-SQL Server System

• Adding Index Server Filters

• Managing File Vault Index Catalogs

• Removing a File Vault Index

When you index a file vault archive, the search tool can use the content search option to search

a document’s contents or properties.

For example, you can search for all documents containing the word “product” or you can search

for all Microsoft Office documents written by a specific author.

Content Search Overview

SOLIDWORKS PDM Professional content search uses the Microsoft Indexing Service or

Windows Search Service to create a catalog for each indexed file vault. The catalog

contains index information and stored properties for all versions of all documents in the

file vault archive folders.

Administrators can choose an indexing method, Indexing Service, or Windows Search.

Administrators of upgraded systems can still use the Indexing Service, while administrators

of new systems that have not been previously indexed can use Windows Search.

The following table summarizes content search category and the supported operating

systems:

Operating SystemContent Search Category

Windows 10

Windows Server 2016 or later

Windows Search Service

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The Indexing Server periodically scans the file vault archive folders and extracts the

content using filter components. Microsoft Indexing Service supplies filters for Microsoft

Office files, HTML files, MIME messages, and plain-text files. You can install other document

filters for content search in, for example, PDF files.

The indexing process creates a catalog with a master index that stores words and their

locations within a set of indexed documents. SOLIDWORKS PDM Professional content

search queries the catalogs for word combinations using the master index as well as word

lists and shadow indexes to execute content searches.

Recommended Computer Configuration

The minimum hardware configuration for the index server is the same as for the

SOLIDWORKS PDM Professional database server. However, the performance of the indexing

and search tool depends on the number and size of documents to be indexed and the

resources available to the indexing service.

If the number of documents (and versions) in the file vault is very large, insufficient

memory on the index server will seriously affect performance.

The total size of the documents to be indexed affects the disk space required for storing

index server data. The space required for the catalog is about 15% of the amount of

documents indexed.

Using Windows Search for Content Search

SOLIDWORKS PDM can use the Windows Search service to perform content searches.

Microsoft does not support the Indexing Service for Windows 10 or Windows Server 2016

operating systems. SOLIDWORKS PDM uses the Windows Search service to support

content search on these operating systems.

To use the Windows Search for Content Search:

• The administrator must configure the Windows Search service and index a file vault

archive folder.

• The file vault archive folder that is being indexed must be:

• On the same machine as the configured Windows Search service.

Windows Search does not support indexing remote network shares or mapped

network drives. The archive folders must be accessible on locally attached storage

or SAN storage.

• Accessible to the Windows Search service to build a system index.

• If the archive server is on a different machine than the SQL server:

• The administrator must share the file vault archive folder.

• The logged in user running the SQL server service must have full permission to the

shared folder.

• The Windows Search service must be installed on the SQL server machine as well

as the Archive server hosting the vault archives.

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When the Windows Search service builds the system index, the administrator can set up

SOLIDWORKS PDM to use the system index.

Installing Windows Search Service

Install the Windows Search Service on the Archive Server system. If the vault database

is hosted on a separate SQL server system, you must also install Windows Search Service

on that SQL server.

Enabling Windows Search Service

To enable Windows Search service on Windows Server 2016 and later:

1. In Windows, open Control Panel > System and Security > Administrative Tools

> Server Manager.

2. Select Manage > Add Roles and Features.

3. On the Select Features page, select Windows Search Service and click Next.

4. Click Install.

5. After Windows Search is installed, click Close to exit the Add Roles and Features

Wizard.

Setting Up Windows Search

Configuring the SOLIDWORKS PDM Professional Content Search to use Windows Search

requires installing the Windows Search Service, adding the archive folder path to the

indexing settings, and indexing the file vault archives.

To set up Windows Search:

1. In the Administration tool, log into the file vault to be indexed as SOLIDWORKS PDM

user with Can update index settings permissions.

2. Right-click Indexing and click Open.

3. In the Indexing Settings dialog box, select Index File Vault Archives.

4. Under Select the File Vault Indexing Method, select Windows Search.

5. Under Archive Locations, double-click the archive path to configure index locations.

6. In the Edit File Vault Archive Folder Path dialog box, type a path to a file vault archive

folder from the SQL server.

• If the Archive server is on a different machine than the SQL server, enter a UNC

path to the archive folder share.

• The archive folders must be accessible on locally attached storage or SAN storage

on the archive server machine.

7. Click OK twice.

For details, see SOLIDWORKS PDM/SOLIDWORKS Manage Installation Guide: Installing

Windows Search Service.

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Indexing the Archives for Windows Search

For SOLIDWORKS PDM content search to find indexed documents, the archive folders

need to be indexed by the Windows Search Service.

To index the Archives for Windows Search:

1. On the archive server, on the Windows Search bar, enter Indexing Options, and

select Indexing Options.

2. In the Indexing Options dialog box, click Modify.

3. In the Indexed Locations dialog box, browse to the folder containing the file vault

archives.

If the Archive Server hosts multiple file vault archives that should be indexed, add

the archive folder of all archives in this dialog box.

4. Select the check box next to the archive folder and ensure that the individual 0-F

subfolders are also included.

5. Click OK.

6. Make sure that the archive folder is listed under the Included Locations column.

The Windows Search indexer starts scanning the archive folders and builds an index

of the content found in the files. This process runs in the background and depending

on archive size can take several hours to complete. Content searches might be

incomplete until the index is fully rebuilt.

Indexing SOLIDWORKS PDM Professional File Vault Archives

This procedure describes index server setup when the index server and database server

are installed on the SQL Server hosting the file vault databases.

The indexing service is not supported on operating systems later than Windows 7.

To install the index server on a separate system, see Configuring the Index Service

on a Non-SQL Server System on page 121.

Before indexing the file vault archives:

• Make sure that the database server has been installed and configured.

• Obtain the user name and password of a SOLIDWORKS PDM Professional user with

Can update index settings permissions.

• If the index server is located on a system other than the archive server, obtain one of

the following:

• The domain login information of a user with full (read and write) access to the UNC

share to the archive folder.

• The login information of a local Windows user on the index server.

To set up the index server on the SQL Server system:

1. On a client system, to open the Administration tool, click Start > All Programs >

SOLIDWORKS PDM > Administration.

2. Log into the file vault to be indexed as SOLIDWORKS PDM user with Can update

index settings permissions.

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3. In the left pane, under the file vault, right-click Indexing and select Open.

4. If prompted, log into the archive server as a user with administrative access.

5. In the Indexing Settings dialog box, to enable content search in this file vault, select

Index File Vault Archives.

6. Under the Select the File Vault Indexing Method, select Indexing Service.

7. Under Archive Locations, double-click the archive path.

8. In the Edit File Vault Archive Folder Path dialog box, in the second field, specify the

path to the archive as seen from the system running the Indexing Service. You can

use the Browse button to locate the archive folder.

• If the index server (typically, the SQL Server) is located on the same system as

the archive server, copy the path displayed in the first field and paste it into the

second field.

• If the index server is located on a system other than the archive server, provide

a UNC path to the archive folder.

Type one of the following:

• The domain login of a user, such as the domain administrator, with full access

to the UNC share

• The username and password of a local Windows user on the index server

9. Click OK and close the Index Settings dialog box.

Configuring the Index Service on a Non-SQL Server System

To set up the indexing service, the SOLIDWORKS PDM database server and Microsoft

SQL Server must be able to communicate with the system used as the index server.

To use a system other than the SQL Server as the index server, perform the following

steps before setting up the indexing for a file vault:

1. Update the vault database with the index server name. For details, refer to Updating

the File Vault Database with the Index Server Name on page 121.

If the server name includes hyphens (-), enclose the name in double quotes (" ").

2. Change the database server login account. For details, refer to Changing the

Database Server Login Account on page 122.

3. Change the SQL Server login account. For details, refer to Changing the SQL Server

4. After you have configured the service accounts and file vault database, add the

indexing service and index the file vault archives as described in Indexing

SOLIDWORKS PDM Professional File Vault Archives on page 120.

Updating the File Vault Database with the Index Server Name

1. Open Microsoft SQL Server Management Studio and click Connect.

2. In the left pane, expand Databases > file_vault_database > Tables.

3. Right-click the SystemInfo table (dbo.SystemInfo) and select Open Table.

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4. In the right pane, update the IndexServer column with the name of the index server

system.

If the server name includes hyphens (-), enclose the name in double quotes (" ").

If you do not update the SystemInfo table with the correct index server name,

the Microsoft Indexing Service on the SQL server is used as the index server.

5. Save your changes and exit Microsoft SQL Server Management Studio.

Changing the Database Server Login Account

If the database and archive services and the index server service are running on separate

systems, they must be able to communicate using a service account other than the system

account.

Before changing the database server login account, obtain the login information of a

Windows user with local administrative rights on the database server and the index server.

The user must have the same name, password, and local account privileges on both

systems.

To change the login account for the database server:

1. From the Windows Start menu, click Control Panel > Administrative Tools >

Services.

2. Right-click SOLIDWORKS PDM Database Server and select Properties.

3. In the SOLIDWORKS PDM Database Server Properties dialog box, on the Log On tab,

under Log on as, select This account.

4. Specify a Windows user account, such as a domain administrator, with local

administrative rights on both the system running the database server and the index

server and click OK.

5. Stop and start the SOLIDWORKS PDM Database Server service.

If the database server cannot communicate with the index server, you will not be

able to create or remove indexing for the file vault archives. The following error

message may be displayed: Access is denied. The SOLIDWORKS PDM Database

Server failed to contact servername.

Changing the SQL Server Login Account

If the SQL Server service and index server service are running on separate systems and

are not part of the same domain, they must be able to communicate using a service

account other than the system account. If they are in the same domain, this procedure

is not necessary.

Before changing the SQL Server login account, obtain the login information of a Windows

user with local administrative rights on the SQL Server and the index server.

The user must have the same name, password, and local account privileges on both

systems.

To change the login account for the Microsoft SQL Server:

1. From the Windows Start menu, click Control Panel > Administrative Tools >

Services.

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2. Scroll down to the SQL Server (MSSQLSERVER), right-click it, and select Properties.

3. In the SQL Server (MSSQLSERVER) Properties dialog box, on the Log On tab, under

Log on as, select This account.

4. Specify a Windows user account such as a domain administrator, with local

administrative rights on both the system running the Microsoft SQL Server and the

index server and click OK.

5. Stop and start the MSSQL Service.

If the SQL server cannot communicate with the index server, running a content

search in SOLIDWORKS PDM fails and results in the following error message:

A communication link failure occurred when accessing the database

server. The database service might have been restarted or the

network might have gone down. Please try the operation again and

contact your system administrator if the problem persists.

“vaultname”

Adding Index Server Filters

By default, the Windows Search Service supports content indexing for the following file

formats: Microsoft Office files, HTML files, MIME messages, and plain-text files. By installing

third party index filters (iFilters) on the index server, you can include content search

support for many other file formats.

After you install a new index filter on an Index Server that has already indexed the archives

you will have to rebuild the indexes. For details, see Rebuilding the Index Catalog.

Compressed Archives (gzip) Filter

When installing the SOLIDWORKS PDM Server components the GZ iFilter is automatically

registered. This filter allows the index server to catalog archives that have been

compressed using archive server compression (gzip).

Rebuilding the Index Catalog

If the index server has already indexed the archives, you must launch a re-scan of the

entire index catalog to refresh its content.

Rebuilding the index can take several hours to complete. Content searches might be

incomplete until the index is fully rebuilt.

Rebuilding the Windows Search Service Catalog

To rebuild the windows search service catalog:

1. On the archive server, on the Windows Search bar, enter Indexing Options, and

select Indexing Options.

2. In the Indexing Options dialog box, click Advanced.

3. In the Advanced Options dialog box, click the Index Settings tab, and click Rebuild.

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Rebuilding the Microsoft Indexing Service Catalog

1. Right-click My Computer and select Manage.

2. In the Computer Management dialog box, expand Services and Applications >

Indexing Service, Conisio_vaultID.

3. Click Directories.

4. In the right pane, right-click the directory and select All Tasks > Rescan (Full).

Managing File Vault Index Catalogs

There are many ways to configure the behavior of the Microsoft indexing service.

For detailed information, about configuring Windows Search and Microsoft Indexing

service, see the Windows Help regarding the index server node and online at

http://support.microsoft.com.

Removing a File Vault Index

When you remove a file vault index, only the index catalog is removed; no physical file

archives are affected by this operation.

Before removing a file vault index, obtain login information for a user with the following

permissions:

• Administrative access to the archive server

• SOLIDWORKS PDM permission to update index settings

To remove an index for a file vault archive:

1. On a client system, from the Windows Start menu, click SOLIDWORKS PDM >

Administration to open the Administration tool.

2. Log into the file vault from which you want to remove the index.

3. Right-click Indexing and select Open.

4. If prompted, log into the archive server as a user that has administrative access to

the archive server.

5. Clear Index File Vault Archives and click OK.

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Backing Up and Restoring File Vaults

This chapter includes the following topics:

• Backing Up the File Vault Database

• Backing Up the SOLIDWORKS PDM Master Database

• Backing Up the Archive Server Settings

• Backing Up the Archive Files

• Scheduling Database Backups

• Restoring a File Vault

File vault backups must be part of the daily management of SOLIDWORKS PDM. They are also

required before you upgrade your SOLIDWORKS PDM components.

You can use the SQL Maintenance Wizard in SQL Server Standard to schedule a planned backup

of the file vault databases. The physical file vault archives on all archive servers must be

backed up regularly using scheduled file backup software.

When backing up the vault, the latest updates in files that are still checked out and modified

on client workstations are not included since they are stored in the local file vault view (cache)

of the client. To ensure that the latest information of all files is always included in a backup,

the files should be checked in.

A complete file vault backup must include backing up the file vault database and all physical

file vault archive files. The database backup must be performed at the same time as the archive

file backup to avoid any data loss from mismatched backup sets. Without both the database

and archives it is not possible to recover the vault in case of failure.

Backing Up the File Vault Database

Back up the file vault database hosted on the SQL Server ideally using a professional

backup solution that supports live SQL database backups. You can also perform the backup

using the SQL Management tools that are included with the SQL Server.

1. Open SQL Server Management Studio.

2. Expand the Databases folder.

3. Right-click the database to be backed up, and select Tasks > Back Up.

4. In the Back Up Databases dialog box, under Source:

a) For Backup type, select Full.

b) For Backup component, select Database.

5. Under Destination, click Add.

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6. In the Select Backup Destination dialog box, enter a destination path and filename

for the backed up database and click OK.

7. Click OK to start the backup.

8. When the backup completes, click OK.

9. Repeat the backup procedure for any additional file vault databases.

10. Exit SQL Server Management Studio.

Backing Up the SOLIDWORKS PDM Master Database

In addition to the file vault database(s), the SOLIDWORKS PDM master database called

ConisioMasterDb must be backed up.

To back up this database, follow the same instructions used for backing up the file vault

database. For details, see Backing Up the File Vault Database.

Backing Up the Archive Server Settings

The archive server contains file vault settings such as passwords and defined login types.

It is also the physical location of the SOLIDWORKS PDM vault archive files. Backing up

the archive server settings does not back up the archive files.

After backing up the archive server settings, include the backup file in your normal file

backup.

To back up the archive server settings:

1. On the archive server, from the Windows Start menu, click SOLIDWORKS PDM >

Archive Server Configuration.

2. In the SOLIDWORKS PDM Archive Server dialog box, select Tools > Backup settings.

3. In the Backup Settings dialog box:

a) Select Include all vaults. (preferred setting)

Alternatively, you can select Include selected vaults and specify the file vaults

for which settings will be backed up.

b) Specify or select the Backup location.

The default location is the archive folder.

c) To schedule an automatic backup, click Schedule and specify the schedule.

d) Type and confirm a password for the backup file.

This password is required to restore settings.

e) Do one of the following:

• To perform the backup immediately, click Launch backup. When a message

confirms the backup, click OK.

• To perform the backup at the scheduled time, click OK.

4. Close the SOLIDWORKS PDM Archive Server dialog box.

The backup file is saved in the specified location and called Backup.dat.

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Backing Up the Archive Files

The file vault archives contain the physical files that are stored in a file vault. A file added

to the vault is stored in the archive folder specified by the archive server.

1. Locate the archive folder with the same name as the file vault.

This folder is stored under the defined archive folder path on the archive server. For

details, see Installing SOLIDWORKS PDM Archive Server.

If you are uncertain where the file vault archives are stored, view the registry key

HKEY_LOCAL_MACHINE\SOFTWARE\SOLIDWORKS\Applications\PDMWorks

Enterprise\ArchiveServer\Vaults\vaultname\ArchiveTable.

2. Use a backup application such as Backup Exec to back up this folder and its contents.

Scheduling Database Backups

You can schedule database backups using a maintenance plan in SQL Server Standard

edition. You must take daily file vault backups in SQL Express because there are no in

built maintenance plans or automated backup options.

To set up a recurring automatic backup of the file vault SQL databases, you can use the

SQL Server Management Studio maintenance plans. A maintenance plan lets you create

complete backups of the databases, which you can include in your normal file backup

routine.

Before scheduling database backups:

• The SSIS (Integration Services) must be installed on the SQL Server. The Integration

Services are normally included as part of the Workstation Components step in the SQL

Server install wizard.

• The SQL Server Agent must be running.

The SQL Server Express edition is a free version of SQL Server and does not include the

SQL Management Tools and SQL agent. For Standard vaults, to set a daily file vault

backup, visit Microsoft Support page and search for the Knowledge Base article 2019698.

Starting the SQL Server Agent

If the SQL Server Agent is not running, you could see a message that the ‘Agent XPs’

component is turned off as part of the security configuration of your computer.

1. Open the SQL Server Configuration Manager.

2. In the left pane, select SQL Server Services.

3. If the state of SQL Server Agent is Stopped, right-click it and select Start.

Ensure that the Start Mode of the agent is set to Automatic. If it is not, right-click

the agent and select Properties, then configure the Start Mode on the Services

tab.

4. Exit the SQL Server Configuration Manager.

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Setting Up a Maintenance Plan for Database Backup (For SOLIDWORKS PDM Professional

only)

The easiest way to set up a backup maintenance plan in SQL Server Standard is using

the SQL Maintenance wizard.

When the backup maintenance plan is run, the file vault databases are backed up and

placed in a folder you specify. Include the backup folder in your normal daily backup

procedure.

To set up a backup maintenance plan:

1. Open Microsoft SQL Server Management Studio and click Connect.

2. In the left pane, under the SQL Server, expand Management.

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3. Right-click Maintenance Plans and select Maintenance Plan Wizard.

ActionScreen

Click Next.SQL Server Maintenance Plan

Wizard

Select Plan Properties

a. Enter a name and description for the maintenance

plan.

b. Click Change to set up a schedule.

In the Job Schedule Properties dialog box, specify

a name for the schedule and choose the recurring

times to run the database backups. Set the times

close to the start time of the normal daily file

backups. The backup of a database to a hard

drive usually completes within minutes.

c. Click OK.

d. Click Next.

Select Maintenance Tasks

a. Select Back Up Database (Full).

If you rely on daily backups, you can select

Back Up Database (Differential) as well.

You should create at least one full backup set

each week.

b. Click Next.

Select Maintenance Task Order

a. Ensure that the backup task is listed.

b. Click Next.

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ActionScreen

a. Expand the Databases list.

b. Select All user databases.

This selects all SOLIDWORKS PDM databases and

excludes the SQL system databases, which are

not required by SOLIDWORKS PDM.

To select databases individually, select These

databases and make your selections. Be sure

to select the file vault database(s) and the

ConisioMasterDb database.

c. Click OK.

d. Select Backup set will expire and define how

many days the existing backup set files should

be kept.

e. Select Back up to Disk.

f. Select Create a backup file for every

database.

g. For Folder, enter a local path on the SQL Server

to an existing folder where the backup files

should be created.

h. Click Next.

Define Back Up Database

(Full) Task

a. For backup task report, select Write a report

to a text file or E-mail report, and specify

where it should be saved or sent.

b. Click Next.

Select Report Options

Click Finish.Complete the Wizard

When all tasks have been completed, click Close.Maintenance Plan Wizard

Progress

4. Exit Microsoft SQL Server Management Studio.

Restoring a File Vault

Restoring a file vault requires recent backups of the file vault databases, ConisioMasterDb

database, archive server configuration settings, and file vault archive files.

Use SQL Server Express to restore the Standard vault database.

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Restoring the SQL Server File Vault Databases

1. Install the SQL Server:

a) Configure the SQL login type to mixed mode.

b) Select to install the management tools.

For details, see Installing and Configuring SQL Server.

2. Apply the latest SQL service pack.

3. Restore the SQL database backup files to a temporary folder on the SQL Server.

4. Open Microsoft SQL Server Management Studio and click Connect.

5. In the left pane, right-click Databases and select Restore Database.

6. In the Restore Database dialog box, in the To database field, enter the name of the

file vault database exactly as it was named when backed up.

7. Under Source for restore, select From device and click the Browse button.

8. In the Specify Backup dialog box, click Add.

9. In the Locate Backup File dialog box, select the database backup file and click OK

twice to return to the Restore Database dialog box.

10. Under Select the backup sets to restore, click Restore for the database to restore.

11. In the left pane, select Options.

12. In the right pane, verify that the paths to the database files are correct.

SQL defaults to the paths used when backing up the database.

13. Click OK to start the restore.

14. Repeat this procedure for additional file vault databases, including the

ConisioMasterDb database.

15. Exit Microsoft SQL Server Management Studio.

Verifying the ConisioMasterDb Restore

After you restore the ConisioMasterDb database, ensure that information in the

VaultName and DatabaseName columns of the FileVaults table is correct. If either

entry is missing, notifications cannot be processed.

1. Open Microsoft SQL Server Management Studio and click Connect.

2. Expand Databases > ConisioMasterDb > Tables > dbo.FileVaults.

3. Click Columns, and verify the VaultName and DatabaseName.

4. Exit Microsoft SQL Server Management Studio.

Restoring the Archive Server and File Vault Archives

You can use this procedure to restore the archive server settings to the previous settings,

including all login settings and user information.

1. On the new archive server, restore the physical vault archives from the backup (folders

0-F) to the same location as before the backup.

2. Install the archive server.

Use the settings you used in the original install. If unsure, use the default options.

Define the archive folder path as you defined it originally.

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3. Restore the archive server configuration settings backup file Backup.dat to the

archive folder.

4. From the Windows Start menu, click SOLIDWORKS PDM > Archive Server

Configuration.

5. In the SOLIDWORKS PDM Archive Server dialog box, select Tools > Backup settings.

6. In the Backup Settings dialog box, click Load Backup.

7. Locate the archive server settings backup file Backup.dat and click Open.

8. In the Enter Password dialog box, enter the backup file password.

9. When the settings are restored, click OK.

10. Close the SOLIDWORKS PDM Archive Server dialog box.

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Upgrading SOLIDWORKS PDM

This chapter includes the following topics:

• About Enterprise PDM Upgrade

• Upgrading the Archive Server

• Upgrading the Database Server

• Installing or Upgrading the SolidNetWork License Manager

• Upgrading File Vaults

• Upgrading Toolbox in SOLIDWORKS PDM

You can upgrade from Enterprise PDM 2015 or earlier to SOLIDWORKS PDM Professional using

the SOLIDWORKS PDM installation wizard. The wizard automatically uninstalls any old software

components found and then installs the new software.

You cannot upgrade from Enterprise PDM to SOLIDWORKS PDM Standard.

Follow these instructions when upgrading from a previous PDMWorks Enterprise or SOLIDWORKS

PDM version or service pack. For preliminary System Requirements, see System Requirements.

SOLIDWORKS PDM allows a service pack mismatch between client and server components

within the same major version.

To find out which version is currently installed, see Determining the Current Version on

page 134.

About Enterprise PDM Upgrade

Before Upgrading

Perform these tasks before upgrading SOLIDWORKS PDM.

• Ensure your SOLIDWORKS PDM serial number has valid activated licenses for the new

version.

• Check in all files.

• Back up:

• SQL Server file vault database

• Complete file vault archive

• Archive server settings

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• Make sure that no users are working in the old file vault. On all clients, users should

close all tools started using the file vault, click the SOLIDWORKS PDM icon on the

right side of the task bar, and choose Log Off.

Determining the Current Version

You can find out the current version of Conisio or SOLIDWORKS Enterprise PDM software

and the file vault database.

1. Open Windows Control Panel.

2. Double-click Uninstall a program.

3. On the Uninstall or change a program screen, locate Conisio or SOLIDWORKS

Enterprise PDM.

The Version column shows the currently installed version.

If the Version column is not shown, right-click the column headings and select

Version.

You can also determine the current version by opening the SOLIDWORKS Enterprise

PDM Administration tool and clicking Help > About.

The version numbers correspond to the following installed versions:

Installed Product VersionPublisher Version Number

Conisio 6.26.02

Conisio 6.36.03

Conisio 6.46.04

PDMWorks Enterprise 20066.05

PDMWorks Enterprise 2007 32-bit Edition7.00.0027 through 7.05.0074

PDMWorks Enterprise 2007 64-bit Edition7.07.0032 through 7.09.0042

PDMWorks Enterprise 20088.00

SOLIDWORKS Enterprise PDM 20099.00

SOLIDWORKS Enterprise PDM 201010.00

SOLIDWORKS Enterprise PDM 201111.00

SOLIDWORKS Enterprise PDM 201212.00

SOLIDWORKS Enterprise PDM 201313.00

SOLIDWORKS Enterprise PDM 201414.00

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Installed Product VersionPublisher Version Number

SOLIDWORKS Enterprise PDM 201515.00

SOLIDWORKS PDM 201616.00

Determining Which Updates Have Been Applied

1. From the Windows Start menu, click SOLIDWORKS Enterprise PDM >

Administration to open the Administration tool.

2. In the left pane, right-click the file vault name and select Properties.

3. In the File Vault Properties dialog box, check the Installed Updates list.

This list shows the updated product, version, and upgrade date.

Upgrading the Archive Server

If both the archive server and database server software are installed on the same system,

you can upgrade and install both components at the same time.

All settings from the previous installation of the archive server are retained.

1. Log in locally or remotely as a user with local administrative rights on the system

where the archive server is installed.

2. In the SWPDMServer folder, run \SWPDMServer\setup.exe to start the SOLIDWORKS

PDM server upgrade.

A warning is displayed stating that older versions of the SOLIDWORKS PDM software

have been found and will be upgraded.

3. Click OK.

4. Follow the install wizard steps by clicking Next at each screen.

5. The Select Product screen defaults to SOLIDWORKS PDM Professional if upgrading

from a previous Enterprise PDM or SOLIDWORKS PDM Professional version.

6. On the Setup Type screen, select Server Installation and click Next.

7. On the Server Installation screen, ensure that the Archive Server is selected and

click Next.

If you want to install SOLIDWORKS PDM client on the machine, you must also select

Client.

8. When the upgrade is complete, click Finish.

Upgrading the Database Server

If you upgraded the database server while upgrading the archive server, skip to Upgrading

the File Vault Database on page 138.

Before upgrading the database server, obtain the following:

• Login information for a user with local administrative rights

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• SQL Server name

• Name and password of an SQL user with sysadmin permissions

You can use the SQL sa account that has these permissions.

To upgrade the database server:

1. Log in locally or remotely to the SQL Server where the vault database is hosted.

2. In the SWPDMServer folder, run setup.exe to start the SOLIDWORKS PDM server

upgrade.

A message states that an older version of the SOLIDWORKS PDM server software has

been found and will be upgraded.

3. Click OK.

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4. Follow the install wizard steps by clicking Next at each screen.

ActionScreen

Select Database Server and click Next.

If you want to install SOLIDWORKS PDM client

on the machine, you must also select Client.

Server Installation

SOLIDWORKS PDM Database

Server SQL Login

a. Do one of the following:

• Type the name of the SQL Server to host

the file vault databases the database

server will manage.

• Click Browse to display a list of available

SQL servers and instances on the

network.

Select the appropriate name and click

OK.

b. In the Login name field, enter the name of

an SQL user on the server who has read and

write access (that is, db_owner permission)

to all SOLIDWORKS PDM databases hosted

on the SQL Server (the file vault databases

and ConisioMasterDb.)

Use the sa login if unsure.

c. In the Password field, enter the SQL user’s

password.

d. Click Next.

The login information is verified. If it is incorrect,

a warning is displayed.

Click Install.Ready to Install the Program

Click Finish.InstallShield Wizard Completed

Installing or Upgrading the SolidNetWork License Manager

If you upgrade SOLIDWORKS PDM, you need to install or upgrade the SolidNetWork

License Manager.

Upgrade the SolidNetWork License Manager.

For more information, see Upgrading the SolidNetWork License Manager.

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Upgrading File Vaults

To upgrade file vaults, you first upgrade the file vault database and then optionally the

file vault archives.

Upgrading the File Vault Database

You can run the SOLIDWORKS PDM Database Upgrade Wizard on the archive or database

server, or from a system running the SOLIDWORKS PDM client.

However, all installed SOLIDWORKS PDM software on the system must match the upgrade

wizard version. You cannot run the upgrade wizard on a client or server system that is

still using an older version of the software. The database upgrade process may take some

time to finish, depending on the database size and version.

Before upgrading the file vault database:

• Ensure that your SOLIDWORKS PDM serial number has valid licenses for the new

version.

• Make sure that no users are working in the vault.

• Back up the file vault database.

For details, see Backing Up the File Vault Database on page 125.

• Install or upgrade the archive server software.

For details, see Upgrading the Archive Server on page 135.

• Install or upgrade the database server software.

For details, see Upgrading the Database Server on page 135.

Do not uninstall old clients until the database upgrade has been completed.

You can upgrade the file vault from SOLIDWORKS Enterprise PDM 2015 or earlier to

SOLIDWORKS PDM Professional. This tool is used for upgrading major versions or

service packs and not for upgrading vaults from Standard to Professional.

To upgrade the file vault database:

1. In the SWPDMServer\Upgrade folder, run Upgrade.exe to start the upgrade wizard

manually.

2. When a message box warns that the database and file vault upgrade wizard must

only be run by administrators, click Yes.

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Upgrading SOLIDWORKS PDM

3. Complete the steps of the SOLIDWORKS PDM Database Update Wizard.

ActionScreen

Verify that you have performed all of the upgrade prerequisites,

and click Next.

Step 1

Step 2

a. From the server list, select the SQL Server hosting the file

vault database you want to upgrade.

If the server is not listed, you can enter the name of the

SQL system.

b. Click Next.

c. In the login dialog box, enter the user name and password

of an SQL user with sysadmin permissions, such as sa, and

click Login.

Select one or more file vault databases to upgrade and click

Next.

Step 3

Click Next to begin the upgrade process.

Do not close the upgrade wizard or turn off the SQL Server

until the upgrade is completed.

Step 4

When the file vault database upgrade finishes, a log is displayed

with the actions and results of the upgrade.

To keep a copy of the upgrade log, select and copy the results

and paste them to a text file.

Click Finish.

Step 5

4. Reboot the Microsoft SQL Server after the databases have been upgraded.

If you do not, you may experience performance drops until you reboot the server.

Upgrading File Vault Archives

After you upgrade the file vault database, you can upgrade the file vault archives using

the SOLIDWORKS PDM administration tool, which is only available on client installations.

You must upgrade the file vault archive if you are upgrading a file vault from Enterprise

PDM 2008 or earlier version.

Upgrading archives are not needed if upgrading newer versions.

Upgrading file vault archives consists of these tasks:

• Upgrading or installing an initial SOLIDWORKS PDM client on the computer where you

will upgrade the file vault archives.

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Upgrading SOLIDWORKS PDM

You will upgrade other clients after the file vault archives are updated.

• Upgrading the file vault archive using the SOLIDWORKS PDM administration tool on

the initial client computer.

• Upgrading the remaining SOLIDWORKS PDM clients.

The vault archive upgrade process can take several hours to complete depending on the

number of files and size of the archive. During the upgrade, users cannot work in the file

vault.

Upgrading the Initial SOLIDWORKS PDM Client

1. Log in to a client workstation as a user with local administrative rights.

2. Browse to the installation media.

3. Run \SWPDMClient\setup.exe to start the SOLIDWORKS PDM server upgrade.

4. On the SOLIDWORKS PDM installation screen:

If an older version of SOLIDWORKS PDM client is installed, click Upgrade.

At the message that the current client software will be upgraded, click OK.

5. On the Select PDM Product screen, ensure that SOLIDWORKS PDM Professional

is selected.

6. To include the Item Explorer, select Customize.

7. On the Custom Setup screen, under Client, click Item Explorer, and select This

feature will be installed on local hard drive.

8. Follow the install wizard steps by clicking Next in each screen.

9. Follow the installation wizard as you would if you were installing a new client.

For details, see Installing Clients Using the Installation Wizard on page 77 .

On the Choose Product Type screen, select the correct product for your client license

type.

Upgrading the File Vault Archives

Upgrading archives are only required if upgrading from EPDM 2008 or older.

To upgrade the file vault archive:

1. From the Windows Start menu, click SOLIDWORKS PDM > Administration to

open the Administration tool.

2. If the archive server hosting the upgraded file vault does not appear in the left pane:

a) Select File > Add Server.

b) In the Add Server dialog box, select or enter the name of the archive server,

specify the port, and click OK.

c) Log in to the archive server using a Windows user account with administrative

access to the archive server.

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Upgrading SOLIDWORKS PDM

3. Expand the archive server in the left pane. File vault archives that require upgrading

are listed under the archive server with a red icon .

• If the icon is not shown, refresh the view by right-clicking the archive server name

and selecting Refresh.

• If the icon does not appear after refreshing, the file vault archive is up-to-date

and no upgrade is required.

4. Right-click the archive name and click Upgrade.

If you are prompted to log in, enter a SOLIDWORKS PDM username and password

for a user with file vault management permission (usually Admin).

Two messages appear:

• The first warns that the upgrade can take a long time and that no users should be

logged in.

• The second states that a backup of the archive server should exist.

If you have met these prerequisites, click Yes for both.

During the archive upgrade, the Work Monitor window displays a progress bar. Do

not end the process until the word “Completed!” appears.

If you have multiple file vault archives to upgrade, you can start the upgrade on

those also. They are added to the Work Monitor.

When the upgrade finishes, you can view a log of the upgrade results by clicking

Show Log.

5. Close the Work Monitor.

6. To verify that the upgrade was successful, log in to the file vault view and try to

retrieve a file.

Upgrading a Replicated File Vault Archive (For SOLIDWORKS PDM Professional Only)

Upgrading file vault archives replicated on other servers requires additional configuration

processes.

When upgrading archive servers hosting a replicated file vault, file vaults that require

upgrading are listed with a red icon .

If the icon is not shown, refresh the view by right-clicking the archive server name and

selecting Refresh. If the icon is still now shown, no upgrade is required.

If the icon is shown:

• You must upgrade the archive server software on all servers hosting the replicated

vault. The selected archive will still be upgraded and you will have to launch the archive

upgrade for the replicated servers separately once the software is upgraded.

• If the archive server software is upgraded on all replicated archive servers and they

show up in the administration tree, the replicated file vault archive will be upgraded

on all servers simultaneously.

• If the vault is replicated and the replicated archive servers are not listed in the

administration tree, a dialog is shown where you can select to attach to the replicated

server. If you opt not to connect, only the selected archive will be upgraded and you

will have to launch the archive upgrade for the replicated servers separately.

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After Upgrading File Vault Databases

SOLIDWORKS Enterprise PDM 2009 SP02 or later includes functionality to create and

manage items. If you install this version and then upgrade a vault database from a

previous installation, the upgraded database will not include the default item cards, item

BOM, or the serial number that is used to generate item numbers.

To work with items in this vault, use the SOLIDWORKS PDM Administration tool to import

the following cards and serial number:

• all(Item Card)_gb.crd

• all(Item Search Property)_gb.crd

• all(Item Search Simple)_gb.crd

• all(Item Search)_gb.crd

• all_Item Setup_languagecode.cex, where languagecode is the code for your

language

Importing Item Cards (For SOLIDWORKS PDM Professional Professional Only)

1. From the Windows Start menu, click SOLIDWORKS PDM > Administration to

open the Administration tool.

2. Right-click Cards and click Open.

3. In the Card Editor, click File > Import.

4. In the Open dialog box, for Look in, navigate to install_dir\Default Cards.

5. In the card list, select all(item Card)_gb.crd, and click Open.

6. Click File > Save to save the card to the vault.

7. Repeat steps 3 through 6 to import the rest of the item data cards.

Importing the Serial Number and Item BOM (For SOLIDWORKS PDM Professional Professional Only)

1. Right-click the upgraded vault and select Import.

2. In the Open dialog box, for Look in, navigate to install_dir\Default Data.

3. In the file list, select all_Item Setup_language.cex, and click Open.

4. In the confirmation message, click OK.

Upgrading the Remaining Clients

When the file vault database and archive have been upgraded and you have verified that

the upgraded vault is accessible, you can upgrade the remaining clients to SOLIDWORKS

PDM.

Use the same procedure as when you upgraded the first client. For details, see Upgrading

the Initial SOLIDWORKS PDM Client.

After Upgrading Clients

After updating SOLIDWORKS PDM clients, complete the post-processing configuration

steps.

After upgrading:

• In the SOLIDWORKS PDM administration tool, ensure that you have valid license.

• Update the dispatch and task add-ins.

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When you perform these tasks on one client, they are distributed to other clients

automatically.

Viewing the License Server for the Vault

1. From the Windows Start menu, click SOLIDWORKS PDM > Administration to

open the Administration tool.

2. Browse to the file vault in the left pane and log in as Admin.

3. Under the file vault, double-click License.

4. In the Set License dialog box, ensure that a valid license server is displayed.

Updating Dispatch Add-in (For SOLIDWORKS PDM Professional Only)

1. In the SOLIDWORKS PDM administration tool, under the file vault, expand Add-ins.

2. To update the Dispatch add-in:

a) Right-click Dispatch and click Remove.

b) Click Yes to confirm that you want to remove the add-in.

c) Select File > Open and browse to C:\Program Files\SolidWorks

Corp\SOLIDWORKS PDM\Default Data.

d) Change filter to show .caf files.

e) Open Dispatch.caf.

f) Drag and drop Dispatch add-in from the .caf file under the Add-ins node for

the vault.

g) Close the administration vault.

The updated add-ins are distributed automatically to the other clients when they log in.

Upgrading the SOLIDWORKS Task Add-in (For SOLIDWORKS PDM Professional Only)

To ensure that the latest, updated version of an add-in such as the SOLIDWORKS Task

Add-in is running, you must manually upgrade the add-in.

When you upgrade a file vault to a new service pack or version, existing add-ins are not

automatically updated. This is to prevent updated information in the add-ins from

overwriting your customizations.

For example, you may have customized the tasks controlled by the SOLIDWORKS Task

Add-in. You can continue to use your customized tasks and not upgrade. However, you

will not be able to use new task functionality and may have problems starting tasks and

processing upgraded SOLIDWORKS files.

To upgrade the tasks manually, copy the .cex files that contain updates for the

SWTaskAdd-in, Convert, Design Checker, and Print tasks. The location of the .cex files

depends on the method of installation of the client. If you install the client via the

InstallShield Wizard, copy the .cex files to C:\Program Files\SOLIDWORKS

PDM\Default Data\ folder. If you install the client via the SOLIDWORKS Installation

Manager, copy the .cex files to C:\Program Files\SOLIDWORKS Corp\Default Data\

folder. You import one or more of these files to update the SWTaskAdd-in and the tasks

it supports.

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Determining the Current Versions of SOLIDWORKS PDM and the SOLIDWORKS Task Add-in

To ensure that you have the latest updates to the SOLIDWORKS Task Add-in, the

SOLIDWORKS PDM Professional version and the SWTaskAddin version should be the

same.

1. To determine the SOLIDWORKS PDM version, in the SOLIDWORKS PDM administration

tool, click Help > About SOLIDWORKS PDM Administration.

The Build number field shows the version as:

TT.S(BB)

where:

• TT is the major release number since the year 1992. For example, 29 indicates

2021 version.

• S is the service pack. For example, 3 = SP03.

• BB is the build number. For example, 21.

2. To determine the version number of the currently installed SWTaskAddin:

a) In the Windows notification area, right-click the SOLIDWORKS PDM icon and

click Task Host Configuration.

b) In the Task Host Configuration dialog box, select the vault for which you want to

verify the SWTaskAddin version.

The Version column displays the version in the following format:

TTSSBBBB

where:

• TT is the major release number since the year 1992.

• SS is the service pack.

• BBBB is the build number.

Performing the SWTaskAddin Upgrade (For SOLIDWORKS PDM Professional Only)

If the version of SWTaskAddin is earlier than the version of SOLIDWORKS PDM Professional,

you can upgrade SWTaskAddin by importing a .cex file.

1. From the Windows Start menu, click SOLIDWORKS PDM > Administration to

open the Administration tool.

2. Log in to the vault where you want to upgrade SWTaskAddin as an administrator.

3. Click File > Open.

4. Navigate to C:\Program Files\SOLIDWORKS PDM\Default Data\ and select

Convert_GB.cex.

5. In the dialog box that appears, expand Convert_GB.cex, select SWTaskAddin, and

drag it to the Addins node in the left pane.

6. In the message box, select Yes to update the existing add-in.

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Upgrading SOLIDWORKS PDM

7. In the Windows notification area, right-click the SOLIDWORKS PDM icon and click

Task Host Configuration to verify that SWTaskAddin has been upgraded.

If the client you just upgraded acts as a task host, exit SOLIDWORKS PDM and log

in again before performing the verification.

Upgrading Tasks

After you upgrade the SWTaskAddin, you can import the latest versions of the Convert,

Print, and Design Checker tasks.

This procedure describes how to upgrade the Convert task.

1. In the Administration tool, expand the Tasks node.

2. If any tasks have the default names Convert, Print, or Design Checker, rename

them so that customizations you have made to the tasks are not overwritten.

3. Click File > Open.

4. To upgrade the Convert task, navigate to C:\Program Files\SOLIDWORKS

PDM\Default Data\ and select Convert_GB.cex.

If the product is installed via SLDIM, the default path is C:\Program

Files\SOLIDWORKS Corp\SOLIDWORKS PDM.

5. In the dialog box that appears, under Tasks, select Convert, and drag it to the Tasks

node in the left pane.

6. Make changes to the newly imported task to match the previously used task and

configure any new options as required.

This includes the file paths and name formats, conversions types, which computers

run as a task host, permissions for the task, notifications etc.

7. If the existing task had modifications to the Advanced Scripting options (accessed

from the Output File Details page), make those changes to the new version of the

script.

The Advanced Script is often updated for a new version of SOLIDWORKS PDM to make

use of new features in SOLIDWORKS or to add new features to the task. Therefore

you may need to merge the new scripting with your custom scripting.

Add comments to the script to make it easier to understand and easier to transfer

the customization the next time you update.

Retain the default Convert task for reference and for testing if problems arise with a

customized Convert task. Set permissions so that it can only be seen by the Admin

user.

8. Modify workflow transitions that caused the original task to be executed and select

the updated task as the task to execute.

Save the workflow changes.

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Upgrading Toolbox in SOLIDWORKS PDM

If you have integrated SOLIDWORKS Toolbox with SOLIDWORKS PDM, when you upgrade

the SOLIDWORKS software, Toolbox is upgraded if parts have been added.

Before you run SOLIDWORKS Installation Manager to start the upgrade, you must prepare

the Toolbox folder.

• On the first computer to perform the upgrade, you must check out the Toolbox database

so that the SOLIDWORKS Installation Manager can write to it. Use Get Latest Version

to download the Toolbox parts to the local cache so that the installer can verify whether

parts need to be updated or added.

• To upgrade additional computers, get the latest versions of the Toolbox files from

SOLIDWORKS PDM before running SOLIDWORKS Installation Manager.

To upgrade the first SOLIDWORKS PDM computer:

1. In Windows File Explorer, log in to the vault as a user with full permissions (check

out, check in, add, delete).

2. Navigate to the Toolbox folder in the vault.

3. Right-click the Toolbox folder and click Get Latest Version to copy all Toolbox files

and the toolbox database to the local cache.

If your archive server is remote, this may take several minutes.

4. For upgrades, you must check out the Toolbox database file:

• From SOLIDWORKS 2014 or earlier, check out:

vault_name\Toolbox_folder_name\lang\your_language\SWBrowser.mdb.

• From later versions of SOLIDWORKS, check out:

vault_name\Toolbox_folder_name\lang\your_language\swbrowser.sldedb.

5. Run the SOLIDWORKS Installation Manager to upgrade the SOLIDWORKS software

(including SOLIDWORKS Toolbox).

6. On the Summary screen, ensure that the Toolbox Options installation location is

the location in the vault.

If it is not, click Change, select Reference or upgrade an existing Toolbox, and

browse to the Toolbox location in the vault.

7. For upgrades from SOLIDWORKS 2014 or earlier, when the upgrade completes, in

Windows File Explorer, browse to the folder noted in step 4. Add the Toolbox database

file swbrowser.sldedb to the vault.

You can add other local files that are created in this folder to the vault.

8. For all upgrades, check in the Toolbox folder to add any new or updated files to the

vault so that other users can work with Toolbox.

9. For upgrades to SOLIDWORKS 2012 or later, navigate to your Toolbox folder in the

vault and ensure that the following are present:

• \Toolbox_folder_name\Updates

• \Toolbox_folder_name\ToolboxStandards.xml

• \Toolbox_folder_name\Browser\ToolboxFiles.index

If they are not, contact your Value Added Reseller.

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To upgrade additional computers, before initiating the SOLIDWORKS PDM upgrade, use

Get Latest Version to download the vault Toolbox folder to the local cache.

SOLIDWORKS Installation Manager will verify that the Toolbox files are up-to-date when

you run the installation.

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Upgrading SOLIDWORKS Files

This chapter includes the following topics:

• Upgrading SOLIDWORKS Files

• Required Upgrade Utility Software

• System Requirements

• Installing the File Version Upgrade Utility

• Preparing to Upgrade

• Selecting Version Settings

• Performing a Trial File Upgrade

• Running the Upgrade Utility

• Creating and Using Work Instruction Files

• Completing an Interrupted Upgrade

• After Upgrading

• Managing Backup Files

Upgrading SOLIDWORKS Files

The SOLIDWORKS

PDM File Version Upgrade tool upgrades SOLIDWORKS files from an

earlier version to a later SOLIDWORKS file format.

After you upgrade files, you cannot open them in older SOLIDWORKS versions.

The tool automatically checks out, upgrades, and checks in SOLIDWORKS files that are

stored in the SOLIDWORKS PDM vaults. File references, revision tags, and workflow states

are kept intact.

The only file formats that are upgraded are .sldprt, .slddrw, and .sldasm. Upgrade

SOLIDWORKS template and block files manually.

Several workstations, each running the upgrade tool, can perform concurrent upgrades

to reduce the upgrade time. The first workstation to run the upgrade tool acts as the

coordinator workstation, which creates the upgrade plan. The plan consists of several

work instruction files, one for each workstation participating in the upgrade process. For

more details, see Creating and Using Work Instruction Files.

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The work instruction files contain tree structures that reflect the parent-child relationships

of the SOLIDWORKS files. Both coordinator and agent workstations can run additional

work instruction files after they finish processing the first one. Although parts and

subassemblies can be shared by other assemblies, each file is only upgraded once.

If an assembly references parts that are not at the latest version, you can choose a

version setting that links the assembly with the latest version of the parts it references.

Alternatively, you can choose a version setting that overwrites the existing version of

referenced files with the latest version of the files. See Selecting Version Settings.

Required Upgrade Utility Software

The SOLIDWORKS PDM 2021 file version upgrade tool can be used with SOLIDWORKS

2021, 2020, and 2019.

System Requirements

System requirements depend on the vault database being upgraded. They are affected

by the structure of the database, including the number of files, versions, and references

being converted.

Use powerful workstations. As files are opened and resaved in SOLIDWORKS, it is important

that the workstations used have sufficient resources to handle even the largest assembly

structures. Use powerful workstations with enough RAM and plenty of free hard disk

space.

For more details, see System Requirements on the SOLIDWORKS website.

Stop any non-essential processes to free up as many resources as possible on the

workstations being used.

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Upgrading SOLIDWORKS Files

The following are specific recommendations:

• Archive server

When the conversion is performed by overwriting existing versions of files, a backup

is created for each overwritten file. The archive server must have disk capacity to store

these backup files.

Before the upgrade begins, a screen message notifies you of the space needed, based

on the files you have selected to upgrade.

• Workstations

All workstations that will be used for the upgrade must have enough RAM to open the

largest assembly to be converted.

Installing the File Version Upgrade Utility

The File Version Upgrade Utility is provided on the SOLIDWORKS installation media in

the SWPDMClient\Support\File Version Upgrade\ directory.

To install the File Version Upgrade Utility:

1. Navigate to the SWPDMClient\Support\File Version Upgrade\ on the Installation

media.

2. Double-click File Version Upgrade.exe.

3. In the Welcome screen, click Next.

4. Accept the license agreement and click Next.

5. Click Install.

6. Click Finish.

Preparing to Upgrade

Prepare the workstations involved in the upgrade before you begin the upgrade process.

Perform a complete vault backup, including:

• File vault database

• Archive files

On the coordinator and agent workstations that are participating in the upgrade process:

1. Install the same version and revision level of SOLIDWORKS PDM client.

2. Create local views of the file vault to be upgraded.

3. Check all files into the vault.

4. Close SOLIDWORKS.

On the coordinator workstation:

1. Give participating clients read/write access to all files in the vault you are upgrading.

2. Create a folder for the work instruction files and share it with full (read/write)

permissions for all participating clients.

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Upgrading SOLIDWORKS Files

Selecting Version Settings

The Version Settings screen lets you specify which versions and revisions of your selected

file type will be upgraded and whether old versions will be overwritten.

Before you perform a full conversion, test the conversion of older files by opening a

sample set in the target version of SOLIDWORKS to check for any conversion errors.

Select Create new version of files if you want only the most recent versions of files to

be upgraded and to preserve the existing versions of the files in the older file format.

New SOLIDWORKS PDM versions are created.

Select Overwrite existing versions of files if you want to:

• Overwrite all versions of files with upgraded files.

• Specify which versions of files to overwrite by selecting one or both of the following:

• Latest version The tool upgrades the latest versions of files plus all files that they

reference.

• Versions with a revision The tool upgrades all files with revision tags.

If you choose to overwrite existing versions, the File Version Upgrade tool creates a

backup of files before upgrading them. You can delete backed up files after confirming

that the upgrade is successful. See Managing Backup Files.

Assemblies that contain cyclic references are not upgraded if you select to overwrite

existing versions of files.

Upgrade Scenarios

The following topics illustrate the possible upgrade scenarios for the set of files below.

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Upgrading SOLIDWORKS Files

version increment

reference

Creating New Versions of Files

When you create new versions of files, the older versions still exist and can continue to

be opened in the older version of SOLIDWORKS.

Relinking to the Latest Version of Referenced Files

You can relink an assembly to the latest version of the files that it references.

If the assembly and its subassemblies reference versions of parts that are not the latest

version, the references are moved to the latest versions of the parts.

Older versions of the parts, assembly, and subassembly are not upgraded and their

references are not affected.

If the newer versions of referenced files have undergone geometry modifications, using

this option could result in unwanted assembly changes or rebuild errors. In addition,

if file properties such as Part Number, Description, or Material have changed, in the

newer versions, this could cause changes in Bills of Materials.

Selections represented In the diagram below are:

SelectionsOptionScreen

<All SW file types>Files of typeSearch Files to

Upgrade

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Upgrading SOLIDWORKS Files

SelectionsOptionScreen

Files referencing older versions

• Are re-linked to the new version

Update revisions

• Do not update revision

Create new version

of files

Version Settings

Files before upgrade

Reference links before

upgrade

Upgraded files

Reference links after

upgrade

Moving Existing Revision Tags

You can move the latest revision tag to the latest version of a file you are upgrading.

Selections represented In the diagram below are:

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Upgrading SOLIDWORKS Files

SelectionsOptionScreen

<All SW file types>Files of typeSearch Files to

Upgrade

Files referencing older versions

• Are excluded

Update revisions

• Move revision

Create new version

of files

Version Settings

Files before upgrade, showing revision that is moved

Upgraded files

Incrementing Revision Tags

You can increment the revision tags on the latest versions of files as you upgrade the

files.

Selections represented In the diagram below are:

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Upgrading SOLIDWORKS Files

SelectionsOptionScreen

<All SW file types>Files of typeSearch Files to

Upgrade

Files referencing older versions

• Are re-linked to the new version

Update revisions

• Increment revision

Create new version

of files

Version Settings

Files before upgrade, showing revision that

is moved and incremented

Reference links before

upgrade

Upgraded files

Reference links after

upgrade

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Upgrading SOLIDWORKS Files

Overwriting Existing Versions of Files

When you overwrite the existing versions of files, the existing files are replaced with

upgraded files. New versions are not created.

Overwriting the Latest Versions of Files

You can upgrade by overwriting the latest version of all files of the selected file type. Any

version of a file that is used in a reference from an upgraded file is also upgraded.

Overwriting the Latest Versions of All Files

SelectionsOptionScreen

<All SW file types>Files of typeSearch Files to

Upgrade

Overwrite

• Latest version

Overwrite existing

versions of files

Version Settings

Overwriting the Latest Version of Parts

SelectionsOptionScreen

*.sldprtFiles of typeSearch Files to

Upgrade

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Upgrading SOLIDWORKS Files

SelectionsOptionScreen

Overwrite

• Latest version

Overwrite existing

versions of files

Version Settings

By default, part drawings are not upgraded. However, because drawings are parents

to parts, a Broken reference warning screen lets you select to upgrade the drawings

that reference the parts that are being upgraded.

Overwriting the Latest Version of Assemblies

SelectionsOptionScreen

*.sldasmFiles of typeSearch Files to

Upgrade

Overwrite

• Latest version

Overwrite existing

versions of files

Version Settings

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Upgrading SOLIDWORKS Files

In a referenced version stream, the File Version Upgrade tool also upgrades the latest

parts, as indicated by the blue boxes.

By default, part and assembly drawings are not upgraded. However, because drawings

are parents to parts and assemblies, a Broken reference warning screen lets you select

to upgrade the drawings that reference parts and assembles that are being upgraded.

Overwriting the Latest Version of Drawings

SelectionsOptionScreen

*.slddrwFiles of typeSearch Files to

Upgrade

Overwrite

• Latest version

Overwrite existing

versions of files

Version Settings

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Upgrading SOLIDWORKS Files

Overwriting Files with Revision Tags

You can include files with revision tags as files that are upgraded.

These examples show the files that are upgraded when you choose both Latest version

and Version with a revision. Red boxes indicate files that are upgraded because they

have revision tags, even though they are not the latest version.

Overwriting All Files with Revision Tags

SelectionsOptionScreen

<All SW file types>Files of typeSearch Files to

Upgrade

Overwrite

• Latest version

• Version with a revision

Overwrite existing

versions of files

Version Settings

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Upgrading SOLIDWORKS Files

Overwriting Parts with Revision Tags

SelectionsOptionScreen

*.sldprtFiles of typeSearch Files to

Upgrade

Overwrite

• Latest version

• Version with a revision

Overwrite existing

versions of files

Version Settings

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Upgrading SOLIDWORKS Files

By default, part drawings are not upgraded. However, because drawings are parents

to parts, a Broken reference warning screen lets you select to upgrade the drawings

that reference the parts that are being upgraded.

Overwriting Assemblies with Revision Tags

SelectionsOptionScreen

*.sldasmFiles of typeSearch Files to

Upgrade

Overwrite

• Latest version

• Version with a revision

Overwrite existing

versions of files

Version Settings

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Upgrading SOLIDWORKS Files

In a referenced version stream, the File Version Upgrade tool also upgrades the latest

parts, as indicated by the blue boxes.

By default, part and assembly drawings are not upgraded. However, because drawings

are parents to parts and assemblies, a Broken reference warning screen lets you select

to upgrade the drawings that reference parts and assembles that are being upgraded.

Overwriting Drawings with Revision Tags

SelectionsOptionScreen

*.slddrwFiles of typeSearch Files to

Upgrade

Overwrite

• Latest version

• Version with a revision

Overwrite existing

versions of files

Version Settings

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Upgrading SOLIDWORKS Files

Performing a Trial File Upgrade

Before upgrading the SOLIDWORKS files in a production vault, perform the upgrade on

a copy of the production vault to ensure that there are no upgrade problems. You can

contact your Value Added Reseller for help with creating a copy of your vault.

1. Restore a complete backup of the file vault to a separate server.

2. From the Windows Start menu, click SOLIDWORKS PDM > File Version Upgrade

to start the File Version Upgrade Utility.

3. Follow the instructions in the upgrade wizard.

4. Verify that the upgrade is successful.

See After Upgrading on page 165.

Running the Upgrade Utility

To run the upgrade utility:

1. From the Windows Start menu, click SOLIDWORKS PDM > File Version Upgrade

to start the File Version Upgrade Utility.

2. On the Welcome screen, do one of the following:

• To set up the upgrade, click Initiate a new upgrade process (Coordinator

Workstation).

• To run a work instruction file created for the upgrade, click Participate in an

upgrade process (Agent Workstation).

• To retry an upgrade that was terminated unexpectedly, click Restart an

interrupted upgrade process (Coordinator and Agent Workstation).

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Upgrading SOLIDWORKS Files

3. Follow the instructions in the upgrade wizard.

Creating and Using Work Instruction Files

By creating work instruction files, you can run the upgrade tool concurrently on several

workstations to reduce the upgrade time.

You create the work instruction files on the first workstation that runs the upgrade tool,

which becomes the coordinator workstation.

To create and use work instruction files:

1. Create a shared folder and give each workstation that will participate in the upgrade

Read/Write access.

2. From the Windows Start menu, click SOLIDWORKS PDM > File Version Upgrade

to start the File Version Upgrade Utility.

3. On the Welcome screen, select Initiate a new upgrade process (Coordinator

Workstation) and click Next.

4. Complete the wizard screens.

5. On the Upgrade Settings screen:

a) Under Upgrade Settings, select Divide the upgrade work into multiple work

instruction files.

b) Specify the number of work instruction files to create.

c) For Shared location for work instruction files, enter the name of the shared

folder you created in step 1 or click the browse to navigate to the folder.

The folder name must be in UNC format.

d) Click Next.

6. On the Ready to Upgrade Files screen, do one of the following:

• To upgrade now, click Yes.

When a completion message appears, click OK.

• To exit the upgrade utility and run work instruction files later, click No.

7. If you selected No in step 6, run the File Version Upgrade tool again to perform the

upgrade using the work instruction files.

8. On the Welcome screen, select Participate in an upgrade process [Agent

Workstation].

9. On the Select Work Instruction File screen:

a) Browse to the location of the work instruction files.

b) Select the work instruction file to process.

c) Click Next.

The Work Instruction File Summary displays with a read-only summary of the

settings specified for the upgrade.

d) Click Next.

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Upgrading SOLIDWORKS Files

10. On the Ready to Upgrade Files screen:

a) Click View Files to see a list of files that will be upgraded.

b) To upgrade the files, click Yes.

c) When a completion message appears, click OK.

Completing an Interrupted Upgrade

Sometimes an upgrade is interrupted unexpectedly, for example, when you lose a network

connection or lose power.

To complete an interrupted upgrade:

1. Click Retry in the error message.

2. In the message indicating that the conversion did not complete successfully, click OK

3. Click Exit.

4. Solve the problem that caused the interruption.

For example, restore the network or restart the computer.

5. Run the Upgrade utility again.

6. On the Welcome screen, select Restart an interrupted upgrade process

(Coordinator and Agent Workstation).

7. On the Continue Interrupted Migration screen, click Next.

8. On the Work Instruction File Summary screen, click Next.

9. On the Ready to Upgrade Files screen, click Finish.

After Upgrading

When the upgrade is complete:

• View the upgrade log files.

• Manually upgrade files that the tool was unable to upgrade automatically.

Manual upgrade creates new versions. If you upgraded using Overwrite

existing versions, manual upgrade will invalidate the reference structure.

• Optionally, use Get Latest Version to create local copies of files that were converted

on other workstations.

• Open a subset of converted files in SOLIDWORKS to verify that the conversion was

successful.

• If you selected to overwrite existing versions of files, after ensuring that the upgrade

was successful, remove the backup files from the archive server.

File Name Formats for Upgrade Logs

Files names in upgrade logs take the following formats:

• Files that have been upgraded

Upgrade Utility <id>Batch<n>.log

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Upgrading SOLIDWORKS Files

where:

• <id> is a unique alphanumeric string

• <n> is the number of the batch file for which the log was created

Example: Upgrade Utility 471F2FDS Batch 4.log

• Files that could not be upgraded

Upgrade Utility <id> Batch <n>.logExcluded.log

Example: Upgrade Utility 471F2FDS Batch 4.logExcluded.log

Managing Backup Files

If you choose to overwrite existing versions of files when you upgrade, the upgrade tool

creates a backup file for each overwritten file.

These backup files remain after the upgrade. You can remove them after you verify that

the upgrade succeeded.

Backup File Creation

It is not possible to disable the backup option, so ensure that you have sufficient free

disk space on the archive server before you start the upgrade.

The Ready to Upgrade Files screen gives an estimate of the amount of space that is

needed.

For each file that is overwritten:

1. The upgrade tool retrieves the original version of the file from the file archive folder

to the client system that is running a work instruction file to perform the upgrade.

2. The tool opens the file in SOLIDWORKS, upgrades it, and send it back to the archive

folder when the batch process completes.

3. Before the version is replaced, the original version in the archive is renamed using

the following format:

bak_counter_version.extension

Where:

• bak is the prefix for all backup files.

• counter is a unique counter in case the existing file with the same backup name

exists from a previous upgrade.

• version is the number, in hexadecimal format, of the file version that is being

replaced.

• extension is the file extension.

4. The upgrade tool places the upgraded version of the file in the archive using the

original file name.

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Upgrading SOLIDWORKS Files

Restoring an Incorrectly Upgraded Version from a Backup

If an upgraded version of a file is incorrect, you can use the backup file to restore the

original content of the file.

1. In the local file vault view, determine the name of the file to find.

2. Open Microsoft SQL Server Management Studio and click Connect.

3. Expand Databases and select the vault containing the file you want to restore.

4. Click New Query.

5. In the right pane, type a query in the following format:

select * from documents

where filename like 'filename.ext'

For example:

select * from documents

where filename like 'speaker_frame.sldprt'

6. Click Execute.

Record the files DocumentID, which is listed in the Results tab.

7. Exit the SQl Server Management Studio.

8. Use a calculator to convert the DocumentID to hexadecimal format.

9. In an Explorer window, navigate to install_dir\Program Files\SOLIDWORKS

PDM\Data\vault_name.

10. Expand the vault archive that matches the last digit of the hexadecimal number.

For example, if the hexadecimal number is 3B, expand the folder labeled B.

11. Expand the folder that matches the hexadecimal number.

12. Rename or delete the version of the file you want to restore.

For example, rename 00000002.sldprt to 00000002.backup.

13. Rename the appropriate bak_ file to the original file name.

For example, rename bak_0_00000002.sldprt to 00000002.sldprt.

14. Exit Microsoft SQL Server Management Studio.

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Upgrading SOLIDWORKS Files

Additional Configuration

This chapter includes the following topics:

• Managing the SQL Transaction Log Size

• Configuring SOLIDWORKS PDM to Communicate Using IP Addresses Only

• Moving Server Components to Another System

Managing the SQL Transaction Log Size

Each SQL database contains one database file (.mdf) and at least one transaction log file

(.ldf). The database file stores the physical data added to the database, and the

transaction log keeps records of database modifications. The SQL Server uses the

transaction log to maintain database integrity, particularly during recovery.

By default, the recovery method of an SQL database is set to full recovery model, which

means that every change to the database is logged. A large transaction log can grow

until it is out of disk space and causes the performance of the SQL Server to drop.

The full recovery model is the best choice when you need to restore to an exact point in

time. However, if you rely on nightly database backups, use the simple recovery model

to limit transaction log size and maintain SQL Server performance.

To reduce the size of a large transaction log after you change to simple recovery model,

shrink the transaction log.

For more details about changing the recovery model, see the SQL Server books online

and search for Microsoft Knowledge Base article 873235 on

https://support.microsoft.com/en-us.

Changing to the Simple Recovery Model

1. Open Microsoft SQL Server Management Studio and click Connect.

2. In the left pane, expand the Databases folder, right-click the database name and

select Properties.

3. In the Database Properties dialog box, in the left pane, select Options.

4. In the Recovery model list, select Simple and click OK.

5. Close Microsoft SQL Server Management Studio.

Shrinking the Transaction Log

1. Right-click the database name, and select Tasks > Shrink > Files.

2. In the Shrink File dialog box, in the File type list, select Log.

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3. Click OK.

Configuring SOLIDWORKS PDM to Communicate Using IP Addresses Only

By default, when setting up a SOLIDWORKS PDM environment, clients communicate with

servers using system names. If the DNS lookup is unstable or not sufficient for the network

setup, you can configure SOLIDWORKS PDM to use only IP-numbers to communicate.

This setup involves:

1. Updating the archive server

2. Updating the SQL Server

3. Updating the SOLIDWORKS PDM clients

When connecting to the archive server, you can remove and re-attach the file vault

view using the archive server IP address instead of updating the registry manually.

Updating the Archive Server to Communicate Using IP Addresses

1. On the system running the archive server, from the Windows Start menu, click Run

> regedit to open the registry.

2. Find the key for the archive server:

HKEY_LOCAL_MACHINE\SOFTWARE\SOLIDWORKS\Applications\PDMWorks

Enterprise\ArchiveServer

3. In the right pane, right-click and select New > String value and name the string

value ServerName.

4. Double-click ServerName.

5. In the Edit string dialog box, in the Value data field, type the IP address of the archive

server and click OK.

6. Find the key for the file vault:

HKEY_LOCAL_MACHINE\SOFTWARE\SOLIDWORKS\Applications\PDMWorks

Enterprise\ArchiveServer\Vaults\vaultname

7. Double-click Server, update the Value data field with the IP address to the SQL

Server hosting the vault database, and click OK.

8. Restart the archive server service.

Updating the SQL Server to Communicate Using IP Addresses

1. Open Microsoft SQL Server Management Studio and click Connect.

2. In the left pane, expand Databases, the vault database, and Tables.

3. Right-click dbo.ArchiveServers and select Open Table.

4. Under ArchiveServerName, change the entry to the IP address of the archive server

hosting the vault.

5. Right-click dbo.SystemInfo and select Open Table.

6. Under ArchiveServerName, change the entry to the IP address of the archive server

hosting the vault.

7. Exit Microsoft SQL Server Management Studio.

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Additional Configuration

Updating SOLIDWORKS PDM Clients to Communicate Using IP Addresses

1. If started, exit SOLIDWORKS PDM by clicking the SOLIDWORKS PDM icon on the

right side of the task bar and selecting Exit. Ensure the administration tool is not

running.

2. On the system running the archive server, from the Windows Start menu, click Run

> regedit to open the registry.

3. Find the key for the file vault view:

HKEY_LOCAL_MACHINE\SOFTWARE\SOLIDWORKS\Applications\PDMWorks

Enterprise\Databases\vaultname

4. Update the DbServer value with the IP address to the SQL Server hosting the vault

database.

5. Update the ServerLoc value with the IP address to the archive server hosting the

vault archive.

6. If the administration tool was used on the client, delete the following key:

HKEY_CURRENT_USER\Software\SOLIDWORKS\Applications\PDMWorks

Enterprise\ConisioAdmin

The key is recreated when starting the administration tool.

Verifying IP Address Communication

1. When all servers and clients are updated, verify that you can:

• Log into the file vault.

• Add a new file.

• Retrieve an existing file.

2. If the vault is replicated, ensure you are using IP addresses in the replication settings

dialog.

3. If you experience problems connecting with the new addresses:

• Check the client and archive server log for errors.

• Ensure that you can ping the servers from the client using the supplied IP addresses.

Moving Server Components to Another System

Use these procedures when moving SOLIDWORKS PDM server components from one

system to another or when changing the name on the server system to verify which

database and registry entries should be updated.

Ensure to move the components of SOLIDWORKS PDM Standard server on a machine

that has SQL Server Express.

These instructions describe moving both the database and archive server. If you are

moving only one, follow only those instructions that apply.

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Additional Configuration

Before you start, tell users to exit all SOLIDWORKS PDM vaults. Users can work off-line

while you are performing the move. After client registry keys are updated, users can

check the work they do off-line into the new vault location.

Copying Files to the New Server

1. On the old SQL Server, back up the file vault database and the ConisioMasterDb.

For details, see Backing Up the File Vault Database.

2. Copy the backup file to the new server.

3. From the Windows Start menu, click SOLIDWORKS PDM > Archive Server

Configuration to open the SOLIDWORKS PDM Archive Server dialog box.

4. To make a backup of the archive server settings:

a) Select Tools > Backup settings.

For details, see Backing Up the Archive Server Settings.

b) Clear or set a password, and click Launch backup.

c) Close the SOLIDWORKS PDM Archive Server dialog box.

d) Copy the backup file (backup.dat) to the new server.

5. Copy the entire file vault archive folder from the old server to the new server,

maintaining the same path.

If you are unsure where the archives are located, check this registry key:

HKEY_LOCAL_MACHINE\SOFTWARE\SOLIDWORKS\Applications\PDMWorks

Enterprise\ArchiveServer\Vaults\vaultname\ArchiveTable

Configuring the Moved SQL File Vault Database

1. On the new server, install the SQL Server software.

For details, see Installing and Configuring SQL Server.

2. To keep the collation settings the same as the old server:

a) Open the Microsoft SQL Server Management Studio and click Connect.

b) Right-click the server and select Properties.

c) In the Server Properties dialog box, in the right pane, note the Server Collation

setting of the old server.

d) During the new SQL install, select Custom and set the same collation.

3. Restore the backed-up database, keeping the original name.

Stop the old SQL Server service or take the old databases offline so that you do

not have two servers with the same vault database active.

4. In the restored file vault database, update with the new archive server name in tables

ArchiveServers and SystemInfo.

In a replicated environment, the ArchiveServers table contains each replicated

server. Be sure to update only the moved server entry. Do not change the

VaultName entry.

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Additional Configuration

Moving the SolidNetWork License Manager

If you need to move your license manager software to another server, you must transfer

activated licenses to the license key server at Dassault Systèmes SOLIDWORKS

Corporation.

To move the SolidNetWork License Manager software:

1. Transfer the activated license to the license key server.

For more information, see Transferring a SolidNetWork License on page 58.

2. Install the SolidNetwork License Manager on the new server.

3. Reactivate the license.

For more information, see Installing and Configuring SolidNetWork Licensing

on page 55.

Moving the SOLIDWORKS PDM Database Server

If you move the SOLIDWORKS PDM database to a new system, you must move or reinstall

the database server component.

Moving or reinstalling the database server component ensures that the database server

receives updates such as notifications, local view refresh, replication schedule updates,

and index server changes from the SOLIDWORKS PDM database.

To move the SOLIDWORKS PDM database server:

1. Uninstall the SOLIDWORKS PDM database server from the old server.

2. Install the SOLIDWORKS PDM database server on the new server.

3. When prompted to specify the SQL server that hosts the file vault databases, specify

the name of the SQL server where you have moved the vault database.

4. To verify the Mail Service configuration:

a) On the new server, expand the Start menu and type regedit in the Search

programs and files field.

b) Under Programs, right-click regedit.exe and click Run as administrator.

c) In the Registry Editor, expand HKEY_LOCAL_MACHINE > SOFTWARE >

SOLIDWORKS > Applications > PDMWorksEnterprise > MailService.

d) Verify the Server value.

The value is:

• Blank if you have installed the SOLIDWORKS PDM database server on the same

system as the SQL server and databases are running under the default SQL

instance.

• The SQL server name or instance name if the SQL server is on a different

system or using a named SQL instance.

Configuring the Moved Archive Server

1. Install the archive server on the new server. Use the default settings used on the old

server, if you can remember them.

For details, see Installing SOLIDWORKS PDM Archive Server.

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Additional Configuration

2. From the Windows Start menu, click SOLIDWORKS PDM > Archive Server

Configuration.

3. In the SOLIDWORKS PDM Archive Server dialog box, select Tools > Backup settings.

4. In the Backup Settings dialog box, click Load Backup.

The old archive server settings are imported.

5. On the new archive server, from the Windows Start menu, click Run > regedit to

open the registry.

6. Update and verify the following keys, which may differ from the old server settings:

• HKEY_LOCAL_MACHINE\SOFTWARE\SOLIDWORKS\Applications\PDMWorks

Enterprise\ArchiveServer\Computers\local\Archives

Ensure that the default value points to the correct archive folder (=parent) where

the file vault archive is stored (that is, the path where the file vault archive folder

was copied to). For example, type:

C:\Program Files\SOLIDWORKS PDM\Data

If the product is installed via SLDIM, the default path is C:\Program

Files\SOLIDWORKS Corp\SOLIDWORKS PDM.

• HKEY_LOCAL_MACHINE\SOFTWARE\SOLIDWORKS\Applications\PDMWorks

Enterprise\ArchiveServer\Vaults\vaultname

Ensure that Server value is updated to the new SQL Server name and SQLDbName

matches the restored file vault database name. Do not change the DbName entry.

• HKEY_LOCAL_MACHINE\SOFTWARE\SOLIDWORKS\Applications\PDMWorks

Enterprise\ArchiveServer\Vaults\vaultname\ArchiveTable

Make sure all paths point to the file vault archive location where you copied the

files to (from the old server.)

7. Stop the old archive server from running.

Preferably disconnect the old server from the network so that it is not available until

all clients are updated, or stop the archive server and SQL Server service.

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Additional Configuration

Updating Client Registry Keys

1. On each client, update the following registry key:

HKEY_LOCAL_MACHINE\SOFTWARE\SOLIDWORKS\Applications\PDMWorks

Enterprise\Databases\vaultname

Update the DbServer (database server) and ServerLoc (archive server) with the

new server name.

• On 64-bit clients update the DbServer and ServerLoc in this registry key:

HKEY_LOCAL_MACHINE\SOFTWARE\Wow6432Node\SOLIDWORKS\Applications\PDMWorks

Enterprise\Databases\vaultname

• For private vault views, update the DbServer and ServerLoc in this registry

key:

HKEY_CURRENT_USER\Software\Solidworks\Applications\PDMWorks

Enterprise\Vaults\vaultname

2. On each client, delete the following registry key:

HKEY_CURRENT_USER\Software\SOLIDWORKS\Applications\PDMWorks

Enterprise\ConisioAdmin

Updating Replication Settings (For SOLIDWORKS PDM Professional only)

If you are moving the archive server components in a replicated environment, update

the replication settings to reflect the new archive server name.

1. From an updated client, open the Administration tool and log in to the vault.

2. Right-click Replication Settings and click Open.

3. In the Replication Settings dialog box, under Connections, select the first row.

4. Under Selected connection, for IP address or DNS name, type the new IP address

or name of the moved archive server.

5. Restart the archive server service on each archive server that is replicating the file

vault.

Verifying the Server Move

1. Log in as the Admin user and view the file vault listing.

2. Make sure that the archive server fully works by adding a text file, checking it in, and

deleting it.

If you cannot login to the vault, or add, check out, or modify files, make sure that the

path to the file vault archive folder that you specified in step 5 of Copying Files to the

New Server is correct.

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Additional Configuration

Installing SOLIDWORKS Manage Professional

This chapter includes the following topics:

• Listing of SOLIDWORKS Manage Server Components

• SOLIDWORKS Manage Client Types and Licenses

• Prerequisites and System Requirements for SOLIDWORKS Manage

• Using SOLIDWORKS Installation Manager for SOLIDWORKS Manage

• Using a Command Prompt for SOLIDWORKS Manage Installation

• Editing the SOLIDWORKS Manage Configuration File

SOLIDWORKS Manage Professional has a similar architecture to SOLIDWORKS PDM Professional.

It uses a client-server architecture, with a Microsoft SQL Server database to manage item and

project data. There are three services for database, file server, and web server functions,

which support both thick clients and web browser clients. The three services can be hosted

on the same server or separate servers.

Listing of SOLIDWORKS Manage Server Components

This table summarizes the components of SOLIDWORKS Manage Server.

InstallationFunctionComponent

Can install with

SOLIDWORKS Manage, or

use a version previously

installed for SOLIDWORKS

PDM.

Controls SOLIDWORKS

Manage and SOLIDWORKS

PDM licenses.

SolidNetWork License

Manager

Required; install with

SOLIDWORKS Manage.

Manages data, reports, and

other elements of

SOLIDWORKS Manage.

SOLIDWORKS Manage File

Server

Optional; install with

SOLIDWORKS Manage.

Provides access to

SOLIDWORKS Manage

features over the Internet

from browser-based clients.

SOLIDWORKS Manage Web

Server

Optional; install with

SOLIDWORKS Manage.

Allows SOLIDWORKS Manage

to send email messages.

SOLIDWORKS Manage Email

Server

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InstallationFunctionComponent

Generated when the

SOLIDWORKS Manage

Server is installed.

Contains connection

information for

SOLIDWORKS Manage server

and clients to the SQL Server

database and the

SolidNetWork License

Manager.

SWmanage.swmc

SOLIDWORKS Manage Client Types and Licenses

Three client types are available for SOLIDWORKS Manage Professional:

• Editor

• Contributor

• Viewer

The SOLIDWORKS Manage clients all provide access to information stored in SOLIDWORKS

Manage Professional and SOLIDWORKS PDM Professional, but the editing capabilities of

each client type vary, as listed in the following table.

Manage Viewer

Manage

Contributor

Manage EditorCapability

XXX

Search, view and

print documents and

records

XXXView CAD data

Create and edit CAD

data

XXXView non-CAD data

Create and edit

non-CAD data

XXX

View project status

and timesheets

Update project status

and timesheets

XXX

View dashboards, run

and export reports

XXX

View processes and

history

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Installing SOLIDWORKS Manage Professional

Manage Viewer

Manage

Contributor

Manage EditorCapability

XXX

Start and update

processes on any

object

XXX

Start processes via

PDM Workflow action

XXXView BOMs

XXCreate and edit BOMs

XXXView Tasks

Assign and update

Tasks

XXX

Participate in PDM

workflows

Each SOLIDWORKS Manage Professional license includes a SOLIDWORKS PDM Professional

license of the same client type. For example, a SOLIDWORKS Manage Professional Editor

license includes a license to use SOLIDWORKS PDM Professional CAD Editor on the same

machine.

You can upgrade existing licenses of SOLIDWORKS PDM Professional to SOLIDWORKS

Manage licenses. With the upgrade, users can access both Manage Professional and PDM

Professional on the same machine.

You must upgrade to SOLIDWORKS PDM Professional 2018 before licensing

SOLIDWORKS Manage Professional. SOLIDWORKS Manage Professional does not work

with SOLIDWORKS PDM 2017 or earlier versions.

Users with SOLIDWORKS Manage Professional Editor licenses can also run the

SOLIDWORKS Manage Add-in to access Manage data directly from within the SOLIDWORKS

software.

Prerequisites and System Requirements for SOLIDWORKS Manage

Before installing SOLIDWORKS Manage Professional:

• Obtain full administrative rights to the machines on which you are going to install

SOLIDWORKS Manage servers and clients.

• If you are going to use an existing SQL Server database, obtain the name of the SQL

Server instance, and the account ID and password of a SQL Server administrator or

database owner with read/write access to the database. You cannot use the tew user.

If you are installing a new SQL Server database for SOLIDWORKS Manage, follow

the instructions in Installing and Configuring SQL Server on page 17.

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Installing SOLIDWORKS Manage Professional

• If you are going to use a license server that has already been installed, obtain the port

number and server name for the SolidNetWork (SNL) server.

• Microsoft .NET Framework 4.6.2 and Visual C++ Redistributable Runtimes

(vc_redist.x64.exe) must be installed on the machine where the SOLIDWORKS

Manage Server is installed. These files are automatically installed when you use the

SOLIDWORKS Installation Manager to install SOLIDWORKS Manage.

• Install and configure Microsoft Internet Information Services (IIS). Instructions are

available in Configuring SOLIDWORKS Manage Professional and Microsoft IIS

on page 181.

SOLIDWORKS Manage Professional has the same system requirements as SOLIDWORKS

PDM Professional. You can review requirements at

http://www.solidworks.com/sw/support/pdmsystemrequirements.html.

Using SOLIDWORKS Installation Manager for SOLIDWORKS Manage

Installing the SOLIDWORKS Manage Server

When you install the SOLIDWORKS Manage Server, you can install the File Server, Web

Server, and Email Server on the same machine. The File Server is required, but the Web

Server and Email Server are optional.

To install the SOLIDWORKS Manage Server:

1. Start the SOLIDWORKS Installation Manager.

2. On the Welcome page, select Server Products, and select Install SOLIDWORKS

Manage Server components on this computer.

The Install SOLIDWORKS PDM Server components on this computer and the Install

SolidNetWork License Manager (distributed licensing) on this computer boxes are

selected automatically. Clear them if you do not want to install the SOLIDWORKS

PDM Server or the SolidNetWork License Manager on this machine.

3. On the Summary page, for SOLIDWORKS Manage Server, click CHANGE.

a) For Installation Location, accept the default path or click Browse to specify a

different path.

b) In the SQL Server section:

1. For Name, accept the default or click Browse to specify a new host name.

2. Enter the Login Name and password of a SQL Server administrator or

database owner with read/write access to the database.

3. To create a new database, select Create New Database, and select a

template.

4. To use an existing database, select Use Existing Database, and enter the

name of the existing database or browse to it

c) In the License Server section, enter the port number and server name of the

SolidNetwork (SNL) server.

d) A File Server must be installed for the SOLIDWORKS Manage Server to operate.

Clear options to install the Web Server and the Email Server if you do not want

to install them.

e) Click Back to Summary.

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Installing SOLIDWORKS Manage Professional

4. On the Summary page, accept the terms of the SOLIDWORKS License Agreement

and click Install Now.

Installing the SOLIDWORKS Manage Client

This procedure lists the steps for installing the SOLIDWORKS Manage client with the

SOLIDWORKS PDM client. If you already have the SOLIDWORKS PDM client installed or

if you do not need to install the PDM client, the steps are slightly modified.

To install a SOLIDWORKS Manage client:

1. Start the SOLIDWORKS Installation Manager.

2. On the Welcome page, select Individual.

3. On the Serial Number page, click Next.

4. Follow instructions for system warnings and click Next.

5. On the Summary page, under Products, click Change.

6. On the Product Selection page, click Select different packages or products.

7. On the Product Selection page, select SOLIDWORKS Manage Client. The

SOLIDWORKS PDM Client is also selected automatically. Click Back to Summary.

8. On the Product Selection page, select SOLIDWORKS PDM Client.

9. On the SOLIDWORKS PDM Client Options page:

a) Select SOLIDWORKS PDM Professional.

b) Select the PDM client type that matches your SOLIDWORKS Manage client type.

c) If you have a license for SOLIDWORKS Manage Professional Editor, you can select

SOLIDWORKS Add-in to access Manage data directly within the SOLIDWORKS

software.

d) Click Back to Summary.

10. On the Summary page, accept the terms of the SOLIDWORKS License Agreement

and click Install Now.

The SOLIDWORKS Manage client and the SOLIDWORKS PDM client does not have to

be the same version or service pack as the SOLIDWORKS software.

Using a Command Prompt for SOLIDWORKS Manage Installation

You can install SOLIDWORKS Manage silently using a command prompt.

To install SOLIDWORKS Manage using a command prompt:

1. From the Windows Start menu, open a command prompt.

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2. Enter the appropriate command from the following table to start installation. You can

use the switch /qn for silent installation.

CommandAdd-in

msiexec.exe /i "<path to SOLIDWORKS Manage

Client.msi>" /qn

Without any add-in

msiexec.exe /i "<path to SOLIDWORKS Manage

Client.msi>" ADDLOCAL=SWManageClient,Editor /qn

SOLIDWORKS add-in

msiexec.exe /i "<path to SOLIDWORKS Manage

Client.msi>"

ADDLOCAL=SWManageClient,Editor,MSOfficeAddIn /qn

SOLIDWORKS and MS

Office add-in

Editing the SOLIDWORKS Manage Configuration File

SOLIDWORK Manage uses a configuration file named SWmanage.swmc that provides clients

with information about the database server and the license server. This file stores the

SQL Server user name and password, which are encrypted in the file, and the license

server information that was entered during the server installation.

When you install SOLIDWORKS Manage Server, the configuration file is created

automatically and stored in the SOLIDWORKS Manage Server installation folder, typically

C:\Program Files\SOLIDWORKS Corp\SOLIDWORKS Manage Server\Fileserver. All

users must have access to this configuration file. It cannot be stored in a PDM vault.

To edit the SWmanage.swmc file:

1. Browse to the Server Utilities folder located under the SOLIDWORKS Manage

installation folder, typically C:\Program Files\SOLIDWORKS Corp\SOLIDWORKS

Manage Server\Server Utils. Then double-click the SWM.configwizrd.exe file.

2. When the Configuration Wizard opens, click Open and browse to the Manage

configuration file, SWmanage.swmc.

3. Type the SQL Server sa username entered during the server installation.

4. Modify any of the information in the file, if needed, and click Save.

5. Type a password for the file. This password can be the same as the SQL Server

password used previously or different.

6. Copy and store the modified .swmc file in each of these server components.

• Fileserver

• Webforms

• Notifications

7. Make sure that the modified .swmc file is available to every SOLIDWORKS Manage

client.

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Configuring SOLIDWORKS Manage Professional and

Microsoft IIS

This chapter includes the following topics:

• Logging In to SOLIDWORKS Manage for the First Time

• Using the SOLIDWORKS Manage Add-In for SOLIDWORKS PDM

• Using the SOLIDWORKS Manage Add-in for SOLIDWORKS

• Configuring IIS

Logging In to SOLIDWORKS Manage for the First Time

This procedure does not provide details on each of the dialog boxes in the wizard. It

describes how to connect a PDM vault to SOLIDWORKS Manage with minimal configuration.

To log in to SOLIDWORKS Manage for the first time:

1. In Windows, click Start > SOLIDWORKS version > SOLIDWORKS Manage

version.

A warning that the configuration file does not exist appears.

2. Click OK.

3. In the SOLIDWORKS Manage dialog box:

a) Click .

b) Browse to the SOLIDWORKS Manage configuration file, SWmanage.swmc.

c) (Optional.) Click Options to set interface schemes or set a different license type.

d) Type the User Name and Password that have administrator privileges.

e) Click OK.

4. In the SOLIDWORKS Manage dialog box, on the Options tab, click Administration

Options.

The System Administration dialog box appears, where you can configure SOLIDWORKS

Manage and access the SOLIDWORKS PDM Administration tool.

5. Optional: In the System Administration dialog box, connect to a PDM vault:

a) Click Structures .

b) Click Documents & Records .

c) Click New PDM Object .

6. In the SW PDM Configuration dialog box, on the Connection screen, click Next.

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7. Under Object:

a) Enter a Name.

You can use any name, but it is typically the name of the PDM vault to which you

connect.

b) In Numbering Scheme, select Simple.

Every object in SOLIDWORKS Manage requires a number. Even though part

numbers for PDM records in SOLIDWORKS Manage often come from PDM variables,

you must specify a Numbering Scheme in SOLIDWORKS Manage.

c) (Optional.) In Database, select a vault.

The SQL Server and PDM vault database are preselected. SOLIDWORKS Manage

reads all of the PDM Professional vaults that exist on the server.

d) Click Next.

8. On the Fields screen, click Next.

9. On the Bill of Materials screen, click Next.

10. On the Part Number, Description and Revision mapping screen, click the following:

a) (Optional.) Auto map All. SOLIDWORKS Manage uses PDM variables named

Number, Description, and Revision. If a variable on each of the listed data

cards exists with those names, it changes the values in the table.

b) (Optional.) Number, Description, and Revision. Maps only those variables.

On this screen, you can configure which PDM data card variables are used for the

required Part Number, Description, and Revision fields. By default,

SOLIDWORKS Manage uses the file name as the part number and description and

the PDM version number for the revision. If the variables on your PDM data cards

do not match the default names, you can set the variable for each item in the

table.

There are reported issues with auto mapping with the Number variable. If you

experience this problem, manually set the Number variable.

c) Click Next.

11. On the Configuration Options screen:

a) Select Create records based on the following conditions, but do not enter

any conditions.

SOLIDWORKS Manage can create one record for each SOLIDWORKS part and

assembly file or create records for all configurations. When records are created

for each configuration, some configurations can be designated as Active so they

can be used in items such as Bills of Materials, Processes, and Projects. Inactive

configurations are not visible in the main areas of SOLIDWORKS Manage and only

appear when viewing the details of a record.

To automatically designate certain configurations as being Active or Inactive,

you can configure conditions. If you select Do not create records based on

the following conditions and no conditions are listed, then an active

configuration record is created for every configuration in the SOLIDWORKS file.

If you select Create records based on the following conditions and no

conditions are listed, then only the PDM @ configuration is designated as active.

For the purpose of this initial setup, you select Create records based on the

following conditions.

b) Click Next.

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12. On the PDM Projects screen:

a) In the folder structure list, click the root folder.

b) Select Any State.

c) Click Save.

d) Click Next.

SOLIDWORKS Manage can configure when a record is created for files in a

SOLIDWORKS PDM Professional vault based on the PDM workflow state. This is helpful

in a hybrid environment where SOLIDWORKS Manage and SOLIDWORKS PDM

Professional users work in the same PDM vault or other scenarios. Once a record is

created in SOLIDWORKS Manage for a PDM file, the only way you can edit it is with

a SOLIDWORKS Manage client. SOLIDWORKS Manage licenses allow a logged in user

to access a PDM vault.

SOLIDWORKS Manage can automatically create a process whenever you send a file

in SOLIDWORKS PDM Professional through a specific transition. For instance, this

could be used to start an Engineering Change Request process when you use the

Request Change transition. For the purposes of this initial setup, do not specify any

processes to start.

13. On the SW PDM - SW Manage Users and Groups screen:

a) In the Admin row, click the SW Manage User column and select Admin System.

b) Click Next.

SOLIDWORKS Manage can read and create users and groups from SOLIDWORKS PDM

Professional. It is important to set up the system administrator for SOLIDWORKS

Manage and SOLIDWORKS PDM Professional to be the same user with the same

password. The other PDM users and groups should already be set.

14. On the Access Rights screen, accept the default settings where all users in the

organization have Full control and click Next.

15. On the Attached Files screen, accept the default settings of only allowing Related

Files and the Files folder and click Next.

SOLIDWORKS Manage has different ways of connecting records to other records and

noncontrolled files. Related files are noncontrolled files that you can attach to a record

and are only visible from within the record. These files can be items such as email

messages, image files, and reports. References are links to other records in

SOLIDWORKS Manage. To organize Related Files, you can define a series of folders

as required.

16. On the Tab Properties screen:

a) Under Enabled, select the check boxes for Properties, BOM, SWConfigurations,

RelatedFiles, WhereUsed, and ToDo.

SOLIDWORKS Manage has property tabs that display information about each

record, similar to the SOLIDWORKS PDM Professional tabs displayed in Windows

File Explorer. Access rights are automatically assigned to all users.

b) (Optional.) Change the tab names by clicking any row under Display Name.

You can configure each property tab to change the Display Name and whether

a certain user or group can see a particular tab.

c) Click Next.

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17. On the following screens, click Next:

• Reports

• Special Objects

• Notifications

18. On the Email screen, click Finish.

19. If you are asked to resync the data, click Yes.

20. Close the SOLIDWORKS Manage Administration Tool dialog box.

21. Optional: In the SOLIDWORKS Manage dialog box, on the left pane, right-click an

empty space and click Refresh Tree.

This shows the SOLIDWORKS PDM Professional vault inside the SOLIDWORKS Manage

Documents & Records.

Using the SOLIDWORKS Manage Add-In for SOLIDWORKS PDM

SOLIDWORKS Manage has an add-in for SOLIDWORKS PDM Professional so that

SOLIDWORKS Manage functions and data are available within Windows File Explorer. This

includes a tab in Windows File Explorer that displays SOLIDWORKS Manage information

related to a selected file.

To use the SOLIDWORKS Manage Add-in for SOLIDWORKS PDM:

1. Open the SOLIDWORKS PDM Professional Administration tool.

2. Log in to the vault that you connected to in Logging In to SOLIDWORKS Manage

for the First Time on page 181.

3. Right-click Add-ins and click New Add-in.

4. Navigate to the SOLIDWORKS Manage client installation (such as C:\Program

Files\SOLIDWORKS Corp\SOLIDWORKS Manage Client) and select SWM.swpdm.dll

and EPDM.Interop.epdm.dll.

5. Click Open.

6. Click OK twice to close the Add-in dialog box and the message about restarting client

machines.

7. If you are logged in to SOLIDWORKS PDM Professional, right-click the icon in the

taskbar and click Exit.

8. In the SOLIDWORKS Manage add-in, log in to the vault's local view.

There is a SOLIDWORKS Manage tab and new menu items available.

Using the SOLIDWORKS Manage Add-in for SOLIDWORKS

SOLIDWORKS Manage has an add-in for the SOLIDWORKS software that you can use

with the SOLIDWORKS PDM add-in. An advantage of the SOLIDWORKS Manage add-in

is that it has a built-in search function. You can check files out and in from either add-in.

To use the SOLIDWORKS Manage add-in for SOLIDWORKS:

1. In SOLIDWORKS, click Tools > Add-Ins.

2. Select SOLIDWORKS Manage and click OK.

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Configuring SOLIDWORKS Manage Professional and Microsoft IIS

3. Log in to SOLIDWORKS Manage.

Logging in does not consume another license.

SOLIDWORKS Manage is available in the Task Pane.

Configuring IIS

To configure Internet Information Services (IIS):

1. In Windows, click Start > Control Panel.

2. In the Control Panel dialog box, click Programs.

3. Click Turn Windows features on or off.

4. In the Windows Features dialog box:

a) Expand the following:

1. Internet Information Services

2. Web Management Tools

3. World Wide Web Services

b) Under Web Management Tools, select IIS Management Console.

c) Under World Wide Web Services, select Application Development Features

and the following:

• .NET Extensibility

• ASP

• ASP.NET

• CGI

• ISAPI Extensions

• ISAPI Filters

• Server-Side Includes

d) Under Common HTTP Features, select:

• Default Document

• Directory Browsing

• HTTP Errors

• HTTP Redirection

• Static Content

e) Under Health and Diagnostics, select:

• HTTP Logging

• Request Monitor

f) Under Performance Features, select Static Content Compression.

g) Under Security, select Request Filtering.

h) Click OK.

5. Close the Control Panel.

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Configuring SOLIDWORKS Manage Professional and Microsoft IIS

Verifying the IIS File Server

After installing the SOLIDWORKS Manage Server, you must verify that the Internet

Information Services (IIS) file server is operating. The IIS file server is a web service.

SOLIDWORKS Manage Server creates a website in IIS called SWManage, and two

application pools called SWMfs and SWMweb.

To verify that the IIS File Server is operating:

1. In the Windows Start menu, type IIS and select Internet Information Services

(IIS) Manager.

2. Expand the Sites node and expand the SWManage node.

3. Select the SWMfs folder. Then in the Actions pane, under Manage Application, click

Browse *.port number.

Your default web browser opens. The server name, port number, and SWMfs

(SOLIDWORKS Manage File Server website) appear in the address bar.

Troubleshooting IIS

If you are unable to browse to the SOLIDWORKS Manage File Server website, there are

some items you can check. For more information, see Microsoft's help for Internet

Information Services (IIS).

To troubleshoot IIS:

1. Right-click the SWMfs website and click Edit Permissions.

This ensures that IIS users have proper access to the websites.

2. In the Fileserver Properties dialog box, on the Security tab, click Edit.

3. In the Permissions for Fileserver dialog box, click Add.

4. In the Select Users or Groups dialog box:

a) Click Advanced.

b) Click Find Now.

c) Under Search results, select IIS_USRS and IUSR.

d) Click OK twice.

5. In the Permissions for Fileserver dialog box, in the Allow column, select Modify for

both groups and click OK.

6. In the Fileserver Properties dialog box, click OK.

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Configuring SOLIDWORKS Manage Professional and Microsoft IIS

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