2019 PDM Professional Database Server Installation Guide

This guide is written for administrators of SolidWorks PDM Professional 2019. The goal of this guide is to detail the steps necessary for an administrator to successfully install the Database component of the PDM Professional server installation. The other components that are required for the PDM Professional server to function correctly are SQL and the Archive server. Please see the installation guides for those components for information about installing them.

The Database Server software connects PDM Professional to our SQL instance. It manages and passes meta data that we store in PDM to our SQL database for the vault. In order to function correctly the Database Server must be connected to a PDM Archive Server.

Hawk Ridge Systems highly recommends taking a moment before installing SOLIDWORKS and checking that you are ready to load your new software. First, ensure that your computer meets minimum system requirements and that your video card passes certification checks. Also, confirm that the hard drive has enough space to have at least 15% free space after the full installation. Back-up data such as any shared Toolbox library, Design Library, Template files, or a data management vault. As always, verify workmates, customers, or vendors are all on the same version of SOLIDWORKS. Older versions of SOLIDWORKS cannot open files from newer versions.

This is not a troubleshooting guide. If you have any technical issues with SOLIDWORKS, please contact Hawk Ridge Systems technical support.

This document is only to be distributed and used by Hawk Ridge Systems customers. Any other use is prohibited.

Contents

Before the Installation

Installation of the Database Server

Before the Installation

Before the PDM Professional Database Server component is installed, please ensure that the following are true:

1. You have the password for the “sa” or another “sysadmin” account for your SQL instance if you plan to use an existing one.

2. Your Windows account has administrative permissions.

Installation of the Database Server

1. Insert and run the SOLIDWORKS Installation disc 1, or run the “Setup.exe” file inside your downloaded installation folder.

2. Select “Server Products” > Install SOLIDWORKS PDM Server, and “Next”.

3. Select “Change” next to “SOLIDWORKS PDM Server”.

4. Select “SOLIDWORKS PDM Professional (Formerly Enterprise PDM)”, check “Database Server”.

5. Note that you can also choose to install the Archive Server, Client, and/or Web components here if needed. Please see the guides for those products for more information.

6. Select your SQL install by pressing the browse button or manually typing in the instance location. The Browse button will list local instances and other instances broadcasting on port 1433

7. Enter in the SQL sa login credentials or an equivalent SQL DB Owner account in order to give the PDM Database Server the appropriate permissions to log into the database.

8. Select “Change” Next to “Download Options” to verify that your download options are correct. Adjust these as needed and select “Back to Summary”.

9. Accept the terms of the SOLIDWORKS License Agreement and select “Install Now”, or “Download and Install”, depending on your selection in “Download Options”.

10. If the installation prompts a restart of the computer, that should be followed accordingly. After this is finished, the database server installation should be complete.