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Updating SOLIDWORKS PDM Add-ins

Zachary Cohen

While SOLIDWORKS PDM includes backwards compatibility and service pack interoperability, outdated add-ins have been known to cause issues including app hangs and crashes. When upgrading a file vault in PDM to the latest service pack, the existing add-ins will not automatically update. The following guide outlines the process of manually updating SOLIDWORKS PDM add-ins.

1. First, you'll need to verify which version of the add-ins you currently have installed. Navigate down to your task menu and right-click the PDM icon, then select "Task Host Configuration".

 

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2. Select your vault from the drop-down in the upper right-hand corner. The format of the version number is as follows:

YYYY - Year Version (20XX)

SS - Service Pack (SP-XX)

BBBB - Build Number

 

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3. Once you have determined which add-ins to update, open up the Administration Tool and log into your vault using your Admin credentials.

3a. Special step for updating the Dispatch add-in: Expand the Tasks item in your vault. Right-click the Dispatch add-in item and select "Remove..." Confirm the prompt that appears. Continue to step 4.

 

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4. In an Explorer window, navigate to the following add-in storage path:

C:\Program Files\SOLIDWORKS Corp\SOLIDWORKS PDM\Default Data

 

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5. Drag and drop the add-in you'd like to update from the Explorer window to the Administration Tool. A new window will open within the Administration Tool. Drag ONLY the "Add-ins" branch of the tree over to the "Add-ins" item in your Vault. Confirm overwriting if the prompt appears.

NOTE: If you drag the item(s) under the "Tasks" branch and overwrite the items in your vault, you will have to manually recreate your task configuration(s). 

 

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6. On each Add-in that you directly updated from an earlier version, open its properties then navigate to Output XXX Details > Advanced Scripting Options, and hit "Reset".

PLEASE NOTE: If you made modifications to the Advanced Scripting Options, you will need to re-make them in the updated version. Please take a backup of the script before performing this step.

 

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7. On all clients which act as Task Hosts, completely exit out of PDM and log in again to ensure that the updated add-ins are loaded.

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