Speak to us for expert advice on SOLIDWORKS PDM Upgrade
Are you looking for a SOLIDWORKS PDM upgrade guide? Here are the steps that will be helpful during the upgrade process
Note: The steps mentioned here might have to be modified based on your PDM installation and data model. Contact us if you have any queries.
Installation files can be downloaded from the SOLIDWORKS customer portal.
It is always best practice to first upgrade the Sandbox environment and test the upgraded Sandbox environment before performing the upgrade on the Production environment. The sandbox environment should be similar to the Production environment when it comes to setup.
License server first needs to be upgraded so that licenses are available for the upgrade process on Sandbox. The version of the license server can be higher than the SOLIDWORKS product. So same license server can be used for the Production environment as well. There will be some downtime involved during the upgrade. So plan it not to affect production activities.
Before the upgrade is started if the toolbox is being maintained in SOLIDWORKS, check-out toolbox folders. If the toolbox is not checkout then PDM Client needs to be upgraded first and then the toolbox needs to be checked out before upgrading SOLIDWORKS. If the toolbox is not checked out then it will not be upgraded and additional effort will be required to upgrade the toolbox.
Upgrade servers. Launch the installer and select the “Upgrade SOLIDWORKS PDM Server” option. On the next page, SOLIDWORKS Installer will ask for SQL Server credentials. So have them ready.
SOLIDWORKS & SOLIDWORKS PDM Client needs to be upgraded\installed on a client where testing needs to be done. Note: two versions of SOLIDWORKS PDM Client cannot exist on a computer. So don’t use a client that is being used for production activities
It is always a good practice to upgrade add-ins. The old version of add-ins work with the new version of PDM but sometimes they throw unexpected exceptions. Also, there will be an improvement in the APIs in the new version of SOLIDWORKS PDM.
Testing is one of the important activities. Test the regularly used functionalities like workflows, check-in, check-out, and any other custom actions. Not always we can expect functionality to work as expected after the upgrade. After testing if any errors are encountered, fix them and note them down to do the same changes during production upgrade.
Take back up of SOLIDWORKS PDM database, PDM Archive server settings. If you are having replicated servers then take a backup of Archive server settings on all servers.
Lessons learned during the upgrading of the sandbox environment need to be applied at relevant steps.
Before upgrading check out the toolbox on a client.
Upgrade all servers. Don’t forget to upgrade replicated servers.
It is recommended to upgrade servers during non-working hours and ensure that there sufficient time to roll-back in case of unexpected problems.
Upgrade SOLIDWORKS PDM Client and SOLIDWORKS on all clients.
Upgrade add-ins
Check-in toolbox.
Speak to us for expert advice on SOLIDWORKS PDM Upgrade
Contact us to know more about SOLIDWORKS PDM Implementation
SOLIDWORKS PDM Implementation involves careful planning and execution of project so that you are up and running with SOLIDWORKS PDM as soon as possible
Requirement collection
Initially there will be requirement collection session where we will discuss and assess the requirements that you want to achieve using SOLIDWORKS PDM
Quote submit
Based on your requirements we will submit quote. Price given by us will be fixed and will change only if your requirements change. By giving fixed price before hand we ensure that you can set correct budget for implementation
Special customizations
It is possible that you might require special customizations to achieve your needs. We have right expertise to provide right customizations for you to achieve required results
Data migration
As a part of implementation you might want to migrate data to SOLIDWORKS PDM from different systems. We have inhouse built tools that will help in import data into SOLIDWORKS PDM.
Contact us to know more about SOLIDWORKS PDM Implementation
Easy to set up and also comes with advanced functionality to handle complex scenarios.
Integrate SOLIDWORKS, SOLIDWORKS PDM with Dynamics 365 Finance & Operations using PDMFINOP integration
- Automatic transfer of data from SOLIDWORKS PDM to Dynamic 365 Finance and Operations
- Data can be transferred by right click option or by button click or during workflow approval process
- Both item data and Bill of materials(BOM) data are transferred
- Automatic tranData can be sent automatically during workflow or on demand using right click menu optionsfer of data from SOLIDWORKS PDM to Dynamic navision or Business Central
- Functionality to preview Dynamics 365 BOM inside SOLIDWORKS PDM
- Functionality to preview Dynamics 365 Product details inside SOLIDWORKS PDM
- Functionality to compare SOLIDWORKS PDM BOM with Dynamics 365 Finance BOM.
- Functionality to compare SOLIDWORKS PDM BOM with old versions of Dynamics 365 BOM
- Functionality to create new items using serial number from Dynamics 365 Finance
- SOLIDWORKS add-in to preview information and do integration activities from inside SOLIDWORKS
- Supports creation of Purchase orders, Sales orders, Sales quotes, Sales invoices, and Routings directly from SOLIDWORKS PDM or SOLIDWORKS
- Supports adding file attachments to Items or Products or other Sales or Purchase entities directly from SOLIDWORKS PDM or SOLIDWORKS
- Supports viewing or updating Customers or Vendors directly from SOLIDWORKS PDM or SOLIDWORKS
- Preview Dynamics Navision (Dynamics Business Central) item properties inside SOLIDWORKS PDM.
- Data are seen in real-time ERP data
- This also helps to identify if an item exists in Dynamics Business Central or Dynamics Navision
- Item properties that one wants to see in SOLIDWORKS preview can be modified based on the requirement
- Preview settings can be saved so that one need not adjust the properties one wants to see every time.
- Preview Dynamics 365 Finance and Operations BOM inside SOLIDWORKS PDM
- It is possible to preview the old Bill of Materials
- It is possible to choose configurations also if configurations are being used
- It is possible to modify what ERP BOM columns one wants to see inside the PDM preview
- Column settings can be saved for future use
- Compare Dynamics 365 Finance BOM with SOLIDWORKS PDM BOM
- It is possible to compare SOLIDWORKS PDM BOM with old ERP BOM if BOM versions are being used
- The comparison also shows differences in item properties of first level children.
- This functionality is very useful when one wants to see what changes have been done in SOLIDWORKS PDM since data has been sent last to ERP
- Using the PDM2ERP tool it is possible to keep track of data transferred to ERP from PDM
- It is possible to see how many items have been created or updated during a period of time
- It is possible to see which user has created or updated how many items during a period of time
- Exports reports to excel for further analysis
- Inside the log viewer, it is possible to see old logs for error analysis
- Inside the process list one can see details of old processes