Upgrading SOLIDWORKS PDM Standard

The Installation Manager will check the serial numbers in most cases preloading the existing serial number(s) and move through the Serial Number step automatically. It will also perform a system check and move onto the Summary Screen.

Before Installing, verify the features that need to be upgraded are checked. Change these features by selecting ‘change’.

1. Make sure to select the right Server Product: in this case: Standard.
2. For most installations the Archive Server and the Database Server are on the same physical machine, however this is not required.
3. Confirm the listed SQL server name is correct and enter the sa password.
   Note: Make sure to select ‘Use an existing SQL Server Express database’ (as shown below).

Select ‘Back to Summary’ to continue with the installation. In the summary window, accept the terms and conditions and click ‘Install’. The manager will finish the installation.

Upgrade the Database

After upgrading the SOLIDWORKS PDM Server the vault databases will still need to be upgraded using the Upgrade wizard application. To launch it, browse to the installation media folder and locate the <Installation Media Root folder>\SWPDMServer\Upgrade subfolder. Right-click on ‘Upgrade.exe’ and choose ‘Run as Administrator’.

1. Upon launching the dialog window of the Upgrade Wizard setup, a new window will appear with a list of steps that should have been completed before upgrading. Verify the steps listed have been completed and select ‘Next’ to continue.
2. Select from the drop down or type in the name of the SQL server (e.g. <server name>\<instance name>) and select ‘Next’ to continue.
3. Accept the license agreement.
4. Enter the password for the SQL sa account and click ‘Log In’.
5. Select the check boxes for all vaults that need to be upgraded, and click ‘Next’.

6. When the process is over, a confirmation (or failed notification) for each vault upgraded successfully will appear. Click ‘Finish’ to exit.

Upgrade SOLIDWORKS PDM Clients

1. Using the installation media files (either extracted files or in DVD), launch ‘exe’ located at the root folder in the installation media to access the installation manager.
2. After selecting ‘Individual (on this computer)’, click ‘next’.
3. In the ‘Summary’ screen, under ‘Products’, select ‘Change’.

4. In the ‘Product Selection’ screen, select both the ‘SOLIDWORSK PDM Client’ checkbox and ‘eDrawings’ and select ‘Back to Summary’.

5. Back in the ‘Summary’ screen, open the SOLIDWORKS PDM Options by selecting ‘change’.

Select ‘SOLIDWORKS PDM standard’ from the ‘Select Your PDM Product’ section and choose the Client type from under the ‘Select your PDM Client Type’ section. Proceed to finalize the installation.

At this point SOLIDWORKS PDM Standard will be upgraded and ready to use.