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CAPINC IMPROVING ENGINEERING PRODUCTIVITY
Tips for a Successful Upgrade
-2016
05/02/2023 www.CAPINC.com 2
Who are we?
• Devoted to improving your productivity• Focused solely on New England - since 1989• Support staff of 13 applications engineers• 4 Elite Engineers
We’re your friendly neighborhood VAR…
05/02/2023 www.CAPINC.com 3
Today’s Presenters• Crystal Yazvac
– Applications Engineer & Training Manager
– CSWE– B.S. from Purdue in 2003– SolidWorks user since
2001– Joined CAPINC in July
2010
• Jenn Pouliot– EPDM Applications Engineer– CSWP-D– 15+ years Software
Engineering– Experience in
documentation control, ISO, and export/destination control regulations.
– Joined CAPINC in July 2011
05/02/2023 www.CAPINC.com 4
Webinar• Audience is Muted• Questions in Chat• Polls• Links in PowerPoint
05/02/2023 www.CAPINC.com 5
Agenda• Good Install Practices
– #1 Tip– 2014 and earlier– Prerequisites – Upgrade Product Order– Convert Files to 2016– Programs & Features
• Miscellaneous How To Guides– Registration– License Transfers– Activation– Xpress Tools– SolidNetWork License Manager (SNL)
• PDM Products– 2016 Branding Changes– Workgroup (WPDM)– PDM Standard– PDM Professional
• SOLIDWORKS Client & Add-ins– Upgrade/Install– Multi Version Install
• Wrap Up
05/02/2023 www.CAPINC.com 6
Good Install Practices:
• Experts in our field• Time you don’t have to spend testing• We ask the right questions• Manage different department/groups.• Less time your Engineers are without
SOLIDWORKS
#1 Tip: Get CAPINC to do it for you!
05/02/2023 www.CAPINC.com 7
Agenda• Good Install Practices
– #1 Tip– 2014 and earlier– Prerequisites – Upgrade Product Order– Convert Files to 2016– Programs & Features
• Miscellaneous How To Guides– Registration– License Transfers– Activation– Xpress Tools– SolidNetWork License Manager (SNL)
• PDM Products– 2016 Branding Changes– Workgroup (WPDM)– PDM Standard– PDM Professional
• SOLIDWORKS Client & Add-ins– Upgrade/Install– Multi Version Install
• Wrap Up
05/02/2023 www.CAPINC.com 8
Good Install Practices:2014 and Earlier
• Lots of changes in 2015!– SNL for EPDM– Toolbox change to 64 bit– Xpress Product activations
• Watch last years Webinar• Last Years PowerPoint
05/02/2023 www.CAPINC.com 9
Agenda• Good Install Practices
– #1 Tip– 2014 and earlier– Prerequisites – Upgrade Product Order– Convert Files to 2016– Programs & Features
• Miscellaneous How To Guides– Registration– License Transfers– Activation– Xpress Tools– SolidNetWork License Manager (SNL)
• PDM Products– 2016 Branding Changes– Workgroup (WPDM)– PDM Standard– PDM Professional
• SOLIDWORKS Client & Add-ins– Upgrade/Install– Multi Version Install
• Wrap Up
05/02/2023 www.CAPINC.com 10
Good Install Practices:
• Check System Requirements• Turn off Virus Checker/Firewall• Admin Privileges
– RMC Run as Admin• User Account Settings (UAC): drop to Lowest Settings• Installation Manager (Download or Disc)
– All Products in one Install
Prerequisites
05/02/2023 www.CAPINC.com 11
Agenda• Good Install Practices
– #1 Tip– 2014 and earlier– Prerequisites – Upgrade Product Order– Convert Files to 2016– Programs & Features
• Miscellaneous How To Guides– Registration– License Transfers– Activation– Xpress Tools– SolidNetWork License Manager (SNL)
• PDM Products– 2016 Branding Changes– Workgroup (WPDM)– PDM Standard– PDM Professional
• SOLIDWORKS Client & Add-ins– Upgrade/Install– Multi Version Install
• Wrap Up
05/02/2023 www.CAPINC.com 12
Good Install Practices:Upgrade Product Order
05/02/2023 www.CAPINC.com 13
Agenda• Good Install Practices
– #1 Tip– 2014 and earlier– Prerequisites – Upgrade Product Order– Convert Files to 2016– Programs & Features
• Miscellaneous How To Guides– Registration– License Transfers– Activation– Xpress Tools– SolidNetWork License Manager (SNL)
• PDM Products– 2016 Branding Changes– Workgroup (WPDM)– PDM Standard– PDM Professional
• SOLIDWORKS Client & Add-ins– Upgrade/Install– Multi Version Install
• Wrap Up
05/02/2023 www.CAPINC.com 14
Good Install Practices:Convert Files to 2016 (SOLIDWORKS Task Scheduler)
• Convert Files outside a Vault• Convert Workgroup PDM
Files• Help • Blog For More Info
05/02/2023 www.CAPINC.com 15
Good Install Practices:Convert Files to 2016 (PDM)Instructions for Upgrading SOLIDWORKS files within EPDM are in the Installation Guide in the section “Upgrading SOLIDWORKS Files”. This details:• How to install the File Upgrade Utility.• Using multiple computers to share the workload.• Configuring options such as:
– Creating new versions vs. overwriting latest versions
– Moving revision tags or incrementing them– And more!
• Review the instructions carefully to determine which option choices best suit your site.
• As previously stated, performing an upgrade of all the SOLIDWORKS files is optional, but recommended.
05/02/2023 www.CAPINC.com 16
Agenda• Good Install Practices
– #1 Tip– 2014 and earlier– Prerequisites – Upgrade Product Order– Convert Files to 2016– Programs & Features
• Miscellaneous How To Guides– Registration– License Transfers– Activation– Xpress Tools– SolidNetWork License Manager (SNL)
• PDM Products– 2016 Branding Changes– Workgroup (WPDM)– PDM Standard– PDM Professional
• SOLIDWORKS Client & Add-ins– Upgrade/Install– Multi Version Install
• Wrap Up
05/02/2023 www.CAPINC.com 17
Good Install Practices:Programs & Features
• Separate Listings for Items in 2015– Server Products have their
own Icon• Different Publisher
– SolidWorks Corporation– Dassault Systems– Dassault Systems SolidWorks
Corp
05/02/2023 www.CAPINC.com 18
Agenda• Good Install Practices
– #1 Tip– 2014 and earlier– Prerequisites – Upgrade Product Order– Convert Files to 2016– Programs & Features
• Miscellaneous How To Guides– Registration– License Transfers– Activation– Xpress Tools– SolidNetWork License Manager (SNL)
• PDM Products– 2016 Branding Changes– Workgroup (WPDM)– PDM Standard– PDM Professional
• SOLIDWORKS Client & Add-ins– Upgrade/Install– Multi Version Install
• Wrap Up
05/02/2023 www.CAPINC.com 19
Miscellaneous How To GuidesRegistration
• Customer Portal Product Registration happens once a year on your renewal date.
• Use to verify you are on Subscriptions.
• How do I register my SolidWorks Product
05/02/2023 www.CAPINC.com 20
Agenda• Good Install Practices
– #1 Tip– 2014 and earlier– Prerequisites – Upgrade Product Order– Convert Files to 2016– Programs & Features
• Miscellaneous How To Guides– Registration– License Transfers– Activation– Xpress Tools– SolidNetWork License Manager (SNL)
• PDM Products– 2016 Branding Changes– Workgroup (WPDM)– PDM Standard– PDM Professional
• SOLIDWORKS Client & Add-ins– Upgrade/Install– Multi Version Install
• Wrap Up
05/02/2023 www.CAPINC.com 21
Miscellaneous How To Guides:License Transfers
• Anytime you are going to remove SolidWorks from a PC we recommend you Transfer the license.
• How to Transfer a Standalone SolidWorks License
05/02/2023 www.CAPINC.com 22
Agenda• Good Install Practices
– #1 Tip– 2014 and earlier– Prerequisites – Upgrade Product Order– Convert Files to 2016– Programs & Features
• Miscellaneous How To Guides– Registration– License Transfers– Activation– Xpress Tools– SolidNetWork License Manager (SNL)
• PDM Products– 2016 Branding Changes– Workgroup (WPDM)– PDM Standard– PDM Professional
• SOLIDWORKS Client & Add-ins– Upgrade/Install– Multi Version Install
• Wrap Up
05/02/2023 www.CAPINC.com 23
Miscellaneous How To GuidesActivation
• Licenses need to be Activated over the internet or via email once each install.
• How to Activate a Standalone SolidWorks License
• Add-ins need activation
05/02/2023 www.CAPINC.com 24
Agenda• Good Install Practices
– #1 Tip– 2014 and earlier– Prerequisites – Upgrade Product Order– Convert Files to 2016– Programs & Features
• Miscellaneous How To Guides– Registration– License Transfers– Activation– Xpress Tools– SolidNetWork License Manager (SNL)
• PDM Products– 2016 Branding Changes– Workgroup (WPDM)– PDM Standard– PDM Professional
• SOLIDWORKS Client & Add-ins– Upgrade/Install– Multi Version Install
• Wrap Up
05/02/2023 www.CAPINC.com 25
Miscellaneous How To GuidesXpress Tools
• The Following Xpress Products will need to be enabled via a Product Code:– SimulationXpress– FloXpress– DFMXpress– DriveWorksXpress– CostingXpress– SustainablityXpress
• SOLIDWORKS 2015/2016 - Enable Xpress Products
05/02/2023 www.CAPINC.com 26
Agenda• Good Install Practices
– #1 Tip– 2014 and earlier– Prerequisites – Upgrade Product Order– Convert Files to 2016– Programs & Features
• Miscellaneous How To Guides– Registration– License Transfers– Activation– Xpress Tools– SolidNetWork License Manager (SNL)
• PDM Products– 2016 Branding Changes– Workgroup (WPDM)– PDM Standard– PDM Professional
• SOLIDWORKS Client & Add-ins– Upgrade/Install– Multi Version Install
• Wrap Up
05/02/2023 www.CAPINC.com 27
Miscellaneous How To Guides:SolidNetwork License Server (SNL)
• SolidWorks (optional)– serial numbers 0010, 9010 or
9710 • PDM (Required as of 2015)• Server Requirements
– https://www.solidworks.com/sw/support/SystemRequirements.html
• Upgrade (New in 2015)– Upgrading SOLIDWORKS Net
work License (SNL) to 2016
05/02/2023 www.CAPINC.com 28
Agenda• Good Install Practices
– #1 Tip– 2014 and earlier– Prerequisites – Upgrade Product Order– Convert Files to 2016– Programs & Features
• Miscellaneous How To Guides– Registration– License Transfers– Activation– Xpress Tools– SolidNetWork License Manager (SNL)
• PDM Products– 2016 Branding Changes– Workgroup (WPDM)– PDM Standard– PDM Professional
• SOLIDWORKS Client & Add-ins– Upgrade/Install– Multi Version Install
• Wrap Up
05/02/2023 www.CAPINC.com 29
PDM Products:2016 Branding Changes
• PDM Requirements– https://www.solidworks.com/
sw/support/PDMSystemRequirements.html
• Future Webinar: From Workgroup PDM to PDM Standard: Date TBD
05/02/2023 www.CAPINC.com 30
Agenda• Good Install Practices
– #1 Tip– 2014 and earlier– Prerequisites – Upgrade Product Order– Convert Files to 2016– Programs & Features
• Miscellaneous How To Guides– Registration– License Transfers– Activation– Xpress Tools– SolidNetWork License Manager (SNL)
• PDM Products– 2016 Branding Changes– Workgroup (WPDM)– PDM Standard– PDM Professional
• SOLIDWORKS Client & Add-ins– Upgrade/Install– Multi Version Install
• Wrap Up
05/02/2023 www.CAPINC.com 31
PDM Products:Workgroup (WPDM)
• Upgrade as normal in 2016 & 2017
• No Workgroup in 2018 release
• Contact CAPINC to start planning your data migrating to PDM Standard
• Copy of Letter
05/02/2023 www.CAPINC.com 32
Agenda• Good Install Practices
– #1 Tip– 2014 and earlier– Prerequisites – Upgrade Product Order– Convert Files to 2016– Programs & Features
• Miscellaneous How To Guides– Registration– License Transfers– Activation– Xpress Tools– SolidNetWork License Manager (SNL)
• PDM Products– 2016 Branding Changes– Workgroup (WPDM)– PDM Standard– PDM Professional
• SOLIDWORKS Client & Add-ins– Upgrade/Install– Multi Version Install
• Wrap Up
05/02/2023 www.CAPINC.com 33
PDM Products:PDM Standard
• Free with SolidWorks Professional/Premium– Contact CAPINC for you Serial
Number• Included in the SolidWorks
Installation Manager• Contact CAPINC for
Workgroup Data Migration Services.
05/02/2023 www.CAPINC.com 34
Agenda• Good Install Practices
– #1 Tip– 2014 and earlier– Prerequisites – Upgrade Product Order– Convert Files to 2016– Programs & Features
• Miscellaneous How To Guides– Registration– License Transfers– Activation– Xpress Tools– SolidNetWork License Manager (SNL)
• PDM Products– 2016 Branding Changes– Workgroup (WPDM)– PDM Standard– PDM Professional
• SOLIDWORKS Client & Add-ins– Upgrade/Install– Multi Version Install
• Wrap Up
05/02/2023 www.CAPINC.com 35
PDM Products:PDM Professional
• EPDM to PDM Professional Upgrade– Fresh Install vs Upgrade– Acquiring the Media– http://
www.capinc.com/support/faq/installation-faq/upgrading-enterprise-pdm-2015-to-2016
05/02/2023 www.CAPINC.com 36
Agenda• Good Install Practices
– #1 Tip– 2014 and earlier– Prerequisites – Upgrade Product Order– Convert Files to 2016– Programs & Features
• Miscellaneous How To Guides– Registration– License Transfers– Activation– Xpress Tools– SolidNetWork License Manager (SNL)
• PDM Products– 2016 Branding Changes– Workgroup (WPDM)– PDM Standard– PDM Professional
• SOLIDWORKS Client & Add-ins– Upgrade/Install– Multi Version Install
• Wrap Up
05/02/2023 www.CAPINC.com 37
SOLIDWORKS Client & Add-insUpgrade/Install
• Upgrade– Standalone License– Networked License
• Install– Standalone License– Networked License– Admin Image
05/02/2023 www.CAPINC.com 38
Agenda• Good Install Practices
– #1 Tip– 2014 and earlier– Prerequisites – Upgrade Product Order– Convert Files to 2016– Programs & Features
• Miscellaneous How To Guides– Registration– License Transfers– Activation– Xpress Tools– SolidNetWork License Manager (SNL)
• PDM Products– 2016 Branding Changes– Workgroup (WPDM)– PDM Standard– PDM Professional
• SOLIDWORKS Client & Add-ins– Upgrade/Install– Multi Version Install
• Wrap Up
05/02/2023 www.CAPINC.com 39
SOLIDWORKS Client & Add-ins:Multi Version Install
• It is possible to install 2016 and keep an old version as well.– Does not work with Electrical– Need separate Toolboxes.– Install Multiple Versions of SO
LIDWORKS on a PC
05/02/2023 www.CAPINC.com 40
Agenda• Good Install Practices
– #1 Tip– 2014 and earlier– Prerequisites – Upgrade Product Order– Convert Files to 2016– Programs & Features
• Miscellaneous How To Guides– Registration– License Transfers– Activation– Xpress Tools– SolidNetWork License Manager (SNL)
• PDM Products– 2016 Branding Changes– Workgroup (WPDM)– PDM Standard– PDM Professional
• SOLIDWORKS Client & Add-ins– Upgrade/Install– Multi Version Install
• Wrap Up
05/02/2023 www.CAPINC.com 41
Wrap Up
• Remember Tip #1– 1-800-424-2255
• Web Page FAQs• Tech Support
– X1000– [email protected]
• Questions?