This article focuses on upgrading the SOLIDWORKS PDM Professional server software. How to Upgrade SOLIDWORKS PDM Yourself is the master article on the complete upgrade of SOLIDWORKS PDM. Please refer to that article prior to upgrading your SOLIDWORKS PDM server software. This article assumes you have read the main article mentioned above and have checked that the installed SQL and server Operating System are compatible with the new version of PDM that you are upgrading to. Furthermore, the archive server and database backups have been performed.
This article focuses on upgrading the PDM Standard server software. The article How to Upgrade SOLIDWORKS PDM Yourself is the master work on the complete upgrade of SOLIDWORKS PDM. Please refer to that prior to upgrading your PDM server software. This article assumes you have read the above article and have checked that the installed SQL and server Operating System are compatible with the new version of PDM that you are upgrading to. Furthermore, the archive server and database backups have been done.
Successfully upgrading SOLIDWORKS PDM yourself takes planning. The process is simple enough, but it is essential to review all the steps and verify that everything is ready before starting the upgrade. This guide outlines the process to plan and complete the upgrade, with links to detailed instructions in each step.
If you have SOLIDWORKS PDM running alongside your SOLIDWORKS installation, you’ve come to the right place. When it comes to the upgrade process, there are a few additional steps to take to make sure everything goes smoothly. But before we get started, there are a few notes to mention.
This article covers upgrading a SOLIDWORKS PDM client that does not use SOLIDWORKS 3D modeling. The PDM Client must match the major version that is on the server, but the service pack can be different. If the server has PDM 2022 SP2 installed, then the client can be any service pack of 2022. However, the client will not connect to the server if it is updated to PDM 2023 while the server is still version 2022.
After installation, SOLIDWORKS automatically sets up file associations in the registry. However, these associations may get lost over time. Several symptoms indicate this has happened.
This article offers tips on troubleshooting email notifications sent out by SOLIDWORKS PDM Professional. This guide assumes that you have had email notifications successfully set up and running but are suddenly no longer being received. How do we determine the problem?
Notifications in SOLIDWORKS PDM Professional can be sent to the recipient internally or using SMTP email. SOLIDWORKS PDM Standard only has the option of sending notifications internally. Often, it is preferred to send notifications via email as this is more noticeable for the recipient.
In SOLIDWORKS PDM, folders are used to group files in a meaningful way. For example, files unique to a project might be saved in a folder for that project. It might be useful to have the project the file belongs to as one of its properties. On a drawing, this property can be displayed on the face of the drawing.