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Migrating / Updating SOLIDWORKS PDM Components

Zachary Cohen

This guide is designed to consolidate the tools and information necessary to perform an upgrade and/or migration of SOLIDWORKS PDM and its related components.

NOTE: This guide does not include comprehensive information about performing a migration of an Archive Server Replica. Please contact Hawk Ridge Systems Technical Support for additional information regarding this process.

NOTE: Before performing the migration/update, please ensure that users have checked in ALL of their files. If the PDM Vault Views are accidentally deleted or the cache is refreshed, ALL of the work done to the files since they were checked out will be lost.

 

Suggested Upgrade Path:

1. Contact Hawk Ridge Systems Technical Support to request a temporary license file for the duration of your migration process and instructions on how to implement it.

2. Follow the appropriate PDM backup procedure in the guide found here:

https://support.hawkridgesys.com/hc/en-us/articles/203489953-EPDM-Backup-and-Restore

3. Update / Migrate the PDM License Server and update the associated information on the clients and in the Administration Tool.

NOTE: This can be done separately from the rest of the upgrade / migration process

4. Update / Migrate the PDM Server Components and update the associated information on the clients and server(s).

NOTE: It is possible to keep the old server functional, then upgrade a single PDM Client and test the new installation of SOLIDWORKS PDM. If it doesn't work, you can fall-back to the old server and downgrade (reinstall) to the earlier version of the PDM Client.

5. Update the PDM Clients.

NOTE: PDM Professional is backwards-compatible with the two preceding versions of SOLIDWORKS, however the PDM Clients' year-version must match that of the server. 

SWX_PDM_addin.png

 

Initial Setup:

Before beginning the upgrade, please check the system requirements for the SOLIDWORKS PDM version you are upgrading to. You can see the latest official system requirements at the link below:

https://www.solidworks.com/sw/support/SystemRequirements.html

 

Migrating the SolidNetWork License Server:

If the SOLIDWORKS License Server needs to be migrated, please see the following guide:

https://support.hawkridgesys.com/hc/en-us/articles/360015955212-Moving-SolidNetWork-License-Manager-To-Another-Server

NOTE: If you're updating the license server, you can follow the steps in the guide above, but install the NEW version of the license server on the machine you're migrating to.

After following these steps to migrate the license server, you will need to update the License Server settings in the PDM Administration Tool:

1. Open the Administration Tool.

2. Right-click on "License" and select "Open":

mceclip0.png

3. Under the Server List tab, select the old server and hit "Remove".

4. Click "Add..." and then enter the new server's port and name in the format: PORT@SERVER_NAME (where the port is usually "25734", and the SERVER_NAME is the hostname or IP address of the License Server on your network). 

 

Updating the SolidNetWork License Server:

To update the license server to the latest version, simply run the appropriate SOLIDWORKS Installation Manager on the License Server machine and follow through the steps, selecting the License Server as the product to upgrade. Please note that the SolidNetWork License Manager Server and SolidNetWork License Manager Client are both backwards-compatible, so they can be used with any earlier version of SOLIDWORKS. For that reason, we recommend upgrading this component first.

After upgrading the license server, reactivate your licenses following the steps in guide below:

https://support.hawkridgesys.com/hc/en-us/articles/115001601772-2018-Network-License-Update 

 

Migrating the SOLIDWORKS PDM Server Components:

In order to migrate the SOLIDWORKS PDM Server Components, please consult the attached "Simple PDM Server Migration Guide" guide, and the "Moving Server Components to Another System" section of the attached "PDM Installation Guide" for your specific year-version.

NOTE: If you're also updating the PDM server components, you can install the updated version of the PDM server components on the NEW server, then migrate directly to that updated instance.

In order to update the registry information on the PDM Clients after migrating the PDM server components (re-linking them), please modify the attached "Update_Vault_Info_After_Migration.reg" file in your preferred text editor, then save, transfer and run it on each Client machine.

 

Updating the SOLIDWORKS PDM Server Components:

In order to update the SOLIDWORKS PDM server components (Archive Server(s) and Database Server) in-place, please see our "Quick Steps for Upgrading the PDM Server" guide below:

https://support.hawkridgesys.com/hc/en-us/articles/115000458828-Quick-Steps-for-Upgrading-the-PDM-Server-

 

Updating the SOLIDWORKS PDM Clients:

In order to update the SOLIDWORKS PDM Client machines, you'll need to run the appropriate SOLIDWORKS Installation Manager on each machine, and select the SOLIDWORKS PDM Client to be upgraded.

For more information on the PDM Client installation process, please locate the appropriate guide in the list found at the link below:

https://support.hawkridgesys.com/hc/en-us/articles/203489993-PDM-Professional-START-HERE

NOTE: For the PDM Client installations, this guide applies to PDM Standard as well.

 

For further assistance, please contact our HawkSupport team at 877-266-4469(US) or 866-587-6803(Canada) and support@hawkridgesys.com.

 

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