Tips For A Successful SOLIDWORKS Upgrade - 2017
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The document provides guidelines for a successful upgrade to SolidWorks 2017, including best practices related to installation, prerequisites, and managing files. It emphasizes the importance of seeking expert assistance to minimize downtime and ensure effective upgrades, while also addressing changes in PDM products and various tools. Additionally, it includes practical advice on topics like license transfers, media acquisition, and activation processes.
Tips For A Successful SOLIDWORKS Upgrade - 2017
- 1. TIPS FOR A SUCCESSFUL UPGRADE - 2017
- 2. WHO ARE WE? We’re your friendly neighborhood VAR… • Devoted to improving your productivity • Focused solely on New England - since 1989 • Support staff of 14 applications engineers • 5 Elite Engineers
- 3. PRESENTERS Crystal Yazvac • CAPINC – Applications Engineer & Training Manager – Joined CAPINC in July 2010 • CSWE, CSWST, CSWI, DriveWorks… • B.S. from Purdue in 2003 • SolidWorks user since 2001 • Loves All things Disney World • PDM Applications Engineer • CSWP-D • 15+ years Software Engineering • Experience in documentation control, ISO, and export/destination control regulations. • Joined CAPINC in July 2011 Jenn Pouliot
- 4. WEBINAR www.gotowebinar.com • Audience is Muted • Questions in Chat • Polls • Links in PowerPoint
- 5. AGENDA • Good Install Practices – #1 Tip – Earlier Versions – Prerequisites – Upgrade Product Order – Convert Files to 2017 – Programs & Features • Miscellaneous How To Guides – Acquiring the Media – Registration – License Transfers – Activation – Xpress Tools – SolidNetWork License Manager (SNL) • PDM Products – 2016 Branding Changes and Workgroup (WPDM) – PDM StandardPDM Professional (EPDM) Upgrade • SOLIDWORKS Client & Add-ins – Upgrade/Install – Multi Version Install – Visualize • Wrap Up
- 6. GOOD INSTALL PRACTICES: #1 Tip: Get CAPINC to do it for you! • 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
- 7. • Good Install Practices – #1 Tip – Earlier Versions – Prerequisites – Upgrade Product Order – Convert Files to 2017 – Programs & Features • Miscellaneous How To Guides – Acquiring the Media – Registration – License Transfers – Activation – Xpress Tools – SolidNetWork License Manager (SNL) AGENDA • PDM Products – 2016 Branding Changes and Workgroup (WPDM) – PDM StandardPDM Professional (EPDM) Upgrade • SOLIDWORKS Client & Add-ins – Upgrade/Install – Multi Version Install – Visualize • Wrap Up
- 8. GOOD INSTALL PRACTICES: Earlier Versions - Poll 12/19/2016www.CAPINC.com 8 • What Version of SOLIDWORKS do you use?
- 9. GOOD INSTALL PRACTICES: Earlier Versions • 2014 • 2015 • 2016 • Watch Previous Year Webinars • Previous PowerPoint 12/19/2016www.CAPINC.com 9
- 10. • Good Install Practices – #1 Tip – Earlier Versions – Prerequisites – Upgrade Product Order – Convert Files to 2017 – Programs & Features • Miscellaneous How To Guides – Acquiring the Media – Registration – License Transfers – Activation – Xpress Tools – SolidNetWork License Manager (SNL) AGENDA • PDM Products – 2016 Branding Changes and Workgroup (WPDM) – PDM StandardPDM Professional (EPDM) Upgrade • SOLIDWORKS Client & Add-ins – Upgrade/Install – Multi Version Install – Visualize • Wrap Up
- 11. GOOD INSTALL PRACTICES: Prerequisites • 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: 2017 SP1.0 was 12.7 GB 12/19/2016www.CAPINC.com 11
- 12. • Good Install Practices – #1 Tip – Earlier Versions – Prerequisites – Upgrade Product Order – Convert Files to 2017 – Programs & Features • Miscellaneous How To Guides – Acquiring the Media – Registration – License Transfers – Activation – Xpress Tools – SolidNetWork License Manager (SNL) AGENDA • PDM Products – 2016 Branding Changes and Workgroup (WPDM) – PDM StandardPDM Professional (EPDM) Upgrade • SOLIDWORKS Client & Add-ins – Upgrade/Install – Multi Version Install – Visualize • Wrap Up
- 13. GOOD INSTALL PRACTICES: Upgrade Product Order 12/19/2016www.CAPINC.com 13
- 14. • Good Install Practices – #1 Tip – Earlier Versions – Prerequisites – Upgrade Product Order – Convert Files to 2017 – Programs & Features • Miscellaneous How To Guides – Acquiring the Media – Registration – License Transfers – Activation – Xpress Tools – SolidNetWork License Manager (SNL) AGENDA • PDM Products – 2016 Branding Changes and Workgroup (WPDM) – PDM StandardPDM Professional (EPDM) Upgrade • SOLIDWORKS Client & Add-ins – Upgrade/Install – Multi Version Install – Visualize • Wrap Up
- 15. GOOD INSTALL PRACTICES: Convert Files to 2017 (SOLIDWORKS Task Scheduler) • Benefit – Files Open Faster – Batch Task at Preset Time – Use Multiple PCs • Limitations – Convert Files outside a Vault – Convert Workgroup PDM Files • Skipping Versions? • Help • Blog For More Info12/19/2016www.CAPINC.com 15
- 16. GOOD INSTALL PRACTICES: Convert Files to 2017 (PDM) • Instructions for Upgrading SOLIDWORKS files within PDM 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.
- 17. • Good Install Practices – #1 Tip – Earlier Versions – Prerequisites – Upgrade Product Order – Convert Files to 2017 – Programs & Features • Miscellaneous How To Guides – Acquiring the Media – Registration – License Transfers – Activation – Xpress Tools – SolidNetWork License Manager (SNL) AGENDA • PDM Products – 2016 Branding Changes and Workgroup (WPDM) – PDM StandardPDM Professional (EPDM) Upgrade • SOLIDWORKS Client & Add-ins – Upgrade/Install – Multi Version Install – Visualize • Wrap Up
- 18. 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
- 19. • Good Install Practices – #1 Tip – Earlier Versions – Prerequisites – Upgrade Product Order – Convert Files to 2017 – Programs & Features • Miscellaneous How To Guides – Acquiring the Media – Registration – License Transfers – Activation – Xpress Tools – SolidNetWork License Manager (SNL) AGENDA • PDM Products – 2016 Branding Changes and Workgroup (WPDM) – PDM StandardPDM Professional (EPDM) Upgrade • SOLIDWORKS Client & Add-ins – Upgrade/Install – Multi Version Install – Visualize • Wrap Up
- 20. MISCELLANEOUS HOW TO GUIDES Acquiring the Media • DVD • Download • FAQ on Acquiring the Media
- 21. • Good Install Practices – #1 Tip – Earlier Versions – Prerequisites – Upgrade Product Order – Convert Files to 2017 – Programs & Features • Miscellaneous How To Guides – Acquiring the Media – Registration – License Transfers – Activation – Xpress Tools – SolidNetWork License Manager (SNL) AGENDA • PDM Products – 2016 Branding Changes and Workgroup (WPDM) – PDM StandardPDM Professional (EPDM) Upgrade • SOLIDWORKS Client & Add-ins – Upgrade/Install – Multi Version Install – Visualize • Wrap Up
- 22. MISCELLANEOUS HOW TO GUIDES Registration • 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
- 23. • Good Install Practices – #1 Tip – Earlier Versions – Prerequisites – Upgrade Product Order – Convert Files to 2017 – Programs & Features • Miscellaneous How To Guides – Acquiring the Media – Registration – License Transfers – Activation – Xpress Tools – SolidNetWork License Manager (SNL) AGENDA • PDM Products – 2016 Branding Changes and Workgroup (WPDM) – PDM StandardPDM Professional (EPDM) Upgrade • SOLIDWORKS Client & Add-ins – Upgrade/Install – Multi Version Install – Visualize • Wrap Up
- 24. 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 • Now Prompts
- 25. • Good Install Practices – #1 Tip – Earlier Versions – Prerequisites – Upgrade Product Order – Convert Files to 2017 – Programs & Features • Miscellaneous How To Guides – Acquiring the Media – Registration – License Transfers – Activation – Xpress Tools – SolidNetWork License Manager (SNL) AGENDA • PDM Products – 2016 Branding Changes and Workgroup (WPDM) – PDM StandardPDM Professional (EPDM) Upgrade • SOLIDWORKS Client & Add-ins – Upgrade/Install – Multi Version Install – Visualize • Wrap Up
- 26. MISCELLANEOUS HOW TO GUIDES Activation • 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
- 27. • Good Install Practices – #1 Tip – Earlier Versions – Prerequisites – Upgrade Product Order – Convert Files to 2017 – Programs & Features • Miscellaneous How To Guides – Acquiring the Media – Registration – License Transfers – Activation – Xpress Tools – SolidNetWork License Manager (SNL) AGENDA • PDM Products – 2016 Branding Changes and Workgroup (WPDM) – PDM StandardPDM Professional (EPDM) Upgrade • SOLIDWORKS Client & Add-ins – Upgrade/Install – Multi Version Install – Visualize • Wrap Up
- 28. MISCELLANEOUS HOW TO GUIDES Xpress Tools • The Following Xpress Products will need to be enabled via a Product Code: – SimulationXpress – FloXpress – DFMXpress – DriveWorksXpress – SustainablityXpress • SOLIDWORKS 2017 -
- 29. • Good Install Practices – #1 Tip – Earlier Versions – Prerequisites – Upgrade Product Order – Convert Files to 2017 – Programs & Features • Miscellaneous How To Guides – Acquiring the Media – Registration – License Transfers – Activation – Xpress Tools – SolidNetWork License Manager (SNL) AGENDA • PDM Products – 2016 Branding Changes and Workgroup (WPDM) – PDM StandardPDM Professional (EPDM) Upgrade • SOLIDWORKS Client & Add-ins – Upgrade/Install – Multi Version Install – Visualize • Wrap Up
- 30. MISCELLANEOUS HOW TO GUIDES: SolidNetwork License Server (SNL) - Poll 12/19/2016www.CAPINC.com 30 • What type of License do you have at your company?
- 31. 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/SystemRequirem ents.html • Upgrade (New in 2015) – Upgrading SOLIDWORKS Network License (SNL) to 2017
- 32. • Good Install Practices – #1 Tip – Earlier Versions – Prerequisites – Upgrade Product Order – Convert Files to 2017 – Programs & Features • Miscellaneous How To Guides – Acquiring the Media – Registration – License Transfers – Activation – Xpress Tools – SolidNetWork License Manager (SNL) AGENDA • PDM Products – 2016 Branding Changes and Workgroup (WPDM) – PDM StandardPDM Professional (EPDM) Upgrade • SOLIDWORKS Client & Add-ins – Upgrade/Install – Multi Version Install – Visualize • Wrap Up
- 33. PDM PRODUCTS: 2016 Branding Changes and Workgroup (WPDM)- Poll 12/19/2016www.CAPINC.com 33 • What type of PDM software you use at your company?
- 34. PDM PRODUCTS: 2016 Branding Changes and Workgroup (WPDM) • PDM Requirements – https://www.solidworks.com/ sw/support/PDMSystemReq uirements.html • Last Year for Workgroup upgrades! • PDM Standard – Free with SolidWorks Professional/Premium – Contact CAPINC for you Serial Number
- 35. PDM PRODUCTS: 2016 Branding Changes and Workgroup (WPDM) • Upgrade as normal in 2017 • No Workgroup in 2018 release • Contact CAPINC to discuss data migration options
- 36. • Good Install Practices – #1 Tip – Earlier Versions – Prerequisites – Upgrade Product Order – Convert Files to 2017 – Programs & Features • Miscellaneous How To Guides – Acquiring the Media – Registration – License Transfers – Activation – Xpress Tools – SolidNetWork License Manager (SNL) AGENDA • PDM Products – 2016 Branding Changes and Workgroup (WPDM) – PDM StandardPDM Professional (EPDM) Upgrade • SOLIDWORKS Client & Add-ins – Upgrade/Install – Multi Version Install – Visualize • Wrap Up
- 37. PDM PRODUCTS: PDM StandardPDM Professional (EPDM) Upgrade • Upgrading SOLIDWORKS PDM Professional/Standard 2016-2017 • Upgrading The SOLIDWORKS PDM Client From 2016 To 2017
- 38. • Good Install Practices – #1 Tip – Earlier Versions – Prerequisites – Upgrade Product Order – Convert Files to 2017 – Programs & Features • Miscellaneous How To Guides – Acquiring the Media – Registration – License Transfers – Activation – Xpress Tools – SolidNetWork License Manager (SNL) AGENDA • PDM Products – 2016 Branding Changes and Workgroup (WPDM) – PDM StandardPDM Professional (EPDM) Upgrade • SOLIDWORKS Client & Add-ins – Upgrade/Install – Multi Version Install – Visualize • Wrap Up
- 39. SOLIDWORKS CLIENT & ADD-INS Upgrade/Install • Upgrade – Standalone License – Networked License • Install – Standalone License – Networked License – Admin Image • Installation and Admin Guide (Page 21) • CAPINC Blog
- 40. • Good Install Practices – #1 Tip – Earlier Versions – Prerequisites – Upgrade Product Order – Convert Files to 2017 – Programs & Features • Miscellaneous How To Guides – Acquiring the Media – Registration – License Transfers – Activation – Xpress Tools – SolidNetWork License Manager (SNL) AGENDA • PDM Products – 2016 Branding Changes and Workgroup (WPDM) – PDM StandardPDM Professional (EPDM) Upgrade • SOLIDWORKS Client & Add-ins – Upgrade/Install – Multi Version Install – Visualize • Wrap Up
- 41. SOLIDWORKS CLIENT & ADD-INS: Multi Version Install • It is possible to install 2017 and keep an old version as well. – Does not work with Electrical – PDM Standard – Only works with matching Version of SOLIDWORKS – Need separate Toolboxes. • Multi Version FAQ
- 42. • Good Install Practices – #1 Tip – Earlier Versions – Prerequisites – Upgrade Product Order – Convert Files to 2017 – Programs & Features • Miscellaneous How To Guides – Acquiring the Media – Registration – License Transfers – Activation – Xpress Tools – SolidNetWork License Manager (SNL) AGENDA • PDM Products – 2016 Branding Changes and Workgroup (WPDM) – PDM StandardPDM Professional (EPDM) Upgrade • SOLIDWORKS Client & Add-ins – Upgrade/Install – Multi Version Install – Visualize • Wrap Up
- 43. SOLIDWORKS CLIENT & ADD-INS Visualize • Included in 2017 Installation Manager • Standard – 2D Renderings – Free with SOLIDWORKS Professional or Premium • Need Serial Number • Professional – Motion
- 44. • Good Install Practices – #1 Tip – Earlier Versions – Prerequisites – Upgrade Product Order – Convert Files to 2017 – Programs & Features • Miscellaneous How To Guides – Acquiring the Media – Registration – License Transfers – Activation – Xpress Tools – SolidNetWork License Manager (SNL) AGENDA • PDM Products – 2016 Branding Changes and Workgroup (WPDM) – PDM StandardPDM Professional (EPDM) Upgrade • SOLIDWORKS Client & Add-ins – Upgrade/Install – Multi Version Install – Visualize • Wrap Up
- 45. WRAP UP • Remember Tip #1 – 1-800-424-2255 • Web Page FAQs • Tech Support – X1000 SOLIDWORKS – X1001 PDM – support@capinc.com • Questions?