TIPS FOR A SUCCESSFUL UPGRADE - 2017

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

PRESENTERSCrystal 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

WEBINARwww.gotowebinar.com• Audience is Muted• Questions in Chat• Polls• Links in PowerPoint

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 Standard\PDM Professional

(EPDM) Upgrade• SOLIDWORKS Client & Add-ins

– Upgrade/Install– Multi Version Install– Visualize

• Wrap Up

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

• 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 Standard\PDM Professional (EPDM) Upgrade

• SOLIDWORKS Client & Add-ins– Upgrade/Install– Multi Version Install– Visualize

• Wrap Up

GOOD INSTALL PRACTICES:Earlier Versions - Poll

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• What Version of SOLIDWORKS do you use?

GOOD INSTALL PRACTICES:Earlier Versions• 2014• 2015• 2016• Watch Previous Year W

ebinars• Previous PowerPoint

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• 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 Standard\PDM Professional (EPDM) Upgrade

• SOLIDWORKS Client & Add-ins– Upgrade/Install– Multi Version Install– Visualize

• Wrap Up

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

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• 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 Standard\PDM Professional (EPDM) Upgrade

• SOLIDWORKS Client & Add-ins– Upgrade/Install– Multi Version Install– Visualize

• Wrap Up

GOOD INSTALL PRACTICES:Upgrade Product Order

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• 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 Standard\PDM Professional (EPDM) Upgrade

• SOLIDWORKS Client & Add-ins– Upgrade/Install– Multi Version Install– Visualize

• Wrap Up

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 Info

05/02/2023www.CAPINC.com 15

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.

• 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 Standard\PDM Professional (EPDM) Upgrade

• SOLIDWORKS Client & Add-ins– Upgrade/Install– Multi Version Install– Visualize

• Wrap Up

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

• 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 Standard\PDM Professional (EPDM) Upgrade

• SOLIDWORKS Client & Add-ins– Upgrade/Install– Multi Version Install– Visualize

• Wrap Up

MISCELLANEOUS HOW TO GUIDESAcquiring the Media• DVD• Download• FAQ on Acquiring the

Media

• 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 Standard\PDM Professional (EPDM) Upgrade

• SOLIDWORKS Client & Add-ins– Upgrade/Install– Multi Version Install– Visualize

• Wrap Up

MISCELLANEOUS HOW TO GUIDESRegistration• 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

• 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 Standard\PDM Professional (EPDM) Upgrade

• SOLIDWORKS Client & Add-ins– Upgrade/Install– Multi Version Install– Visualize

• Wrap Up

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

• 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 Standard\PDM Professional (EPDM) Upgrade

• SOLIDWORKS Client & Add-ins– Upgrade/Install– Multi Version Install– Visualize

• Wrap Up

MISCELLANEOUS HOW TO GUIDESActivation• 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

• 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 Standard\PDM Professional (EPDM) Upgrade

• SOLIDWORKS Client & Add-ins– Upgrade/Install– Multi Version Install– Visualize

• Wrap Up

MISCELLANEOUS HOW TO GUIDESXpress Tools• The Following Xpress

Products will need to be enabled via a Product Code:– SimulationXpress– FloXpress– DFMXpress– DriveWorksXpress– SustainablityXpress

• SOLIDWORKS 2017 - Enable Xpress Products

• 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 Standard\PDM Professional (EPDM) Upgrade

• SOLIDWORKS Client & Add-ins– Upgrade/Install– Multi Version Install– Visualize

• Wrap Up

MISCELLANEOUS HOW TO GUIDES:SolidNetwork License Server (SNL) - Poll

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• What type of License do you have at your company?

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.c

om/sw/support/SystemRequirements.html

• Upgrade (New in 2015)– Upgrading SOLIDWORKS

Network License (SNL) to 2017

• 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 Standard\PDM Professional (EPDM) Upgrade

• SOLIDWORKS Client & Add-ins– Upgrade/Install– Multi Version Install– Visualize

• Wrap Up

PDM PRODUCTS:2016 Branding Changes and Workgroup (WPDM)- Poll

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• What type of PDM software you use at your company?

PDM PRODUCTS:2016 Branding Changes and Workgroup (WPDM)

• PDM Requirements– https://

www.solidworks.com/sw/support/PDMSystemRequirements.html

• Last Year for Workgroup upgrades!

• PDM Standard– Free with SolidWorks

Professional/Premium– Contact CAPINC for you

Serial Number

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

• 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 Standard\PDM Professional (EPDM) Upgrade

• SOLIDWORKS Client & Add-ins– Upgrade/Install– Multi Version Install– Visualize

• Wrap Up

PDM PRODUCTS:PDM Standard\PDM Professional (EPDM) Upgrade• Upgrading SOLIDWOR

KS PDM Professional/Standard 2016-2017

• Upgrading The SOLIDWORKS PDM Client From 2016 To 2017

• 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 Standard\PDM Professional (EPDM) Upgrade

• SOLIDWORKS Client & Add-ins– Upgrade/Install– Multi Version Install– Visualize

• Wrap Up

SOLIDWORKS CLIENT & ADD-INSUpgrade/Install• Upgrade

– Standalone License– Networked License

• Install– Standalone License– Networked License– Admin Image

• Installation and Admin Guide (Page 21)

• CAPINC Blog

• 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 Standard\PDM Professional (EPDM) Upgrade

• SOLIDWORKS Client & Add-ins– Upgrade/Install– Multi Version Install– Visualize

• Wrap Up

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

• 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 Standard\PDM Professional (EPDM) Upgrade

• SOLIDWORKS Client & Add-ins– Upgrade/Install– Multi Version Install– Visualize

• Wrap Up

SOLIDWORKS CLIENT & ADD-INSVisualize• Included in 2017

Installation Manager• Standard

– 2D Renderings– Free with SOLIDWORKS

Professional or Premium• Need Serial Number

• Professional– Motion

• 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 Standard\PDM Professional (EPDM) Upgrade

• SOLIDWORKS Client & Add-ins– Upgrade/Install– Multi Version Install– Visualize

• Wrap Up

WRAP UP

• Remember Tip #1– 1-800-424-2255

• Web Page FAQs• Tech Support

– X1000 SOLIDWORKS– X1001 PDM– support@capinc.com

• Questions?