In the PDM Administration tool, right-click the vault and go to Properties. Tip : If your Toolbox is in the vault, you will want to check it out prior to following the instructions in this section.įirst, you need to ensure no one is making changes after you back everything up. This is only truly needed if you plan to run the File Version Upgrade Utility. Some users choose to also back up the archive. It is extremely important to back up and upgrade your database beforehand to make sure you can go back if something goes wrong. Tip: The download is the setup file only, so the setup file will have to be run to download the components for installation. To download all the files ahead of installation, run the setup file and choose the option to Download and Share all files. Select the year and service pack you wish to install, accept the agreement, and download the setup. Once logged in, select Downloads and Updates. If you do not have an account, select Create a SOLIDWORKS ID and register using your serial number. Navigate to and log in with your account. The servers and clients are all installed from the same installation files. If it’s unchecked (as seen below) it is not and you don’t need to worry about the Toolbox in this upgrade. If Manage SOLIDWORKS Toolbox in the vault is checked and there is a Toolbox root folder path entered, you manage Toolbox in the vault. In older versions, it will be directly in the main list. In SOLIDWORKS 2018 and newer, Toolbox will be under the SOLIDWORKS node. To verify, log in as Admin in the Administration tool. Once their upgrade is complete, they can check in the Toolbox at the newly upgraded version. If you have Toolbox in the vault, you will need to have your “primary” client (the first SOLIDWORKS user you plan to upgrade) check out the Toolbox before you start your upgrade.

This first step is an important one that shouldn’t be skipped. Verifying if you have Toolbox in the PDM vault

Verify whether or not you have Toolbox in the vault.

This checklist is also the topics that we will cover in this guide:

Listed below is a checklist of the items you will need to do to upgrade your SOLIDWORKS PDM server. This guide will help you with everything you need to know and walk you through the process step-by-step to make sure you perform a successful PDM upgrade. If it’s time to upgrade your SOLIDWORKS PDM servers, the task may seem a bit daunting.

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