The information and the software discussed in this document are subject to change without notice and are not commitments by Dassault Systemes SolidWorks Corporation (DS SolidWorks).

No material may be reproduced or transmitted in any form or by any means, electronically or manually, for any purpose without the express written permission of DS SolidWorks.

The software discussed in this document is furnished under a license and may be used or copied only in accordance with the terms of the license. All warranties given by DS SolidWorks as to the software and documentation are set forth in the license agreement, and nothing stated in, or implied by, this document or its contents shall be considered or deemed a modification or amendment of any terms, including warranties, in the license agreement.

Patent Notices

SOLIDWORKS

3D mechanical CAD and/or Simulation software is protected by U.S. Patents

6,219,049; 6,219,055; 6,611,725; 6,844,877; 6,898,560; 6,906,712; 7,079,990; 7,477,262;

7,558,705; 7,571,079; 7,590,497; 7,643,027; 7,672,822; 7,688,318; 7,694,238; 7,853,940;

8,305,376; 8,581,902; 8,817,028, 8,910,078; 9,129,083; 9,153,072 and foreign patents,

(e.g., EP 1,116,190 B1 and JP 3,517,643).

eDrawings

® software is protected by U.S. Patent 7,184,044; U.S. Patent 7,502,027; and

Canadian Patent 2,318,706.

U.S. and foreign patents pending.

Trademarks and Product Names for SOLIDWORKS Products and Services

SOLIDWORKS, 3D ContentCentral, 3D PartStream.NET, eDrawings, and the eDrawings logo are registered trademarks and FeatureManager is a jointly owned registered trademark of DS

SolidWorks.

CircuitWorks, FloXpress, PhotoView 360, and TolAnalyst are trademarks of DS SolidWorks.

FeatureWorks is a registered trademark of Geometric Ltd.

SOLIDWORKS 2016, SOLIDWORKS Standard, SOLIDWORKS Professional, SOLIDWORKS

Premium, SOLIDWORKS PDM Professional, SOLIDWORKS PDM Standard, SOLIDWORKS

Workgroup PDM, SOLIDWORKS Simulation, SOLIDWORKS Flow Simulation, eDrawings, eDrawings Professional, SOLIDWORKS Sustainability, SOLIDWORKS Plastics, SOLIDWORKS

Electrical, SOLIDWORKS Composer, and SOLIDWORKS MBD are product names of DS

SolidWorks.

Other brand or product names are trademarks or registered trademarks of their respective holders.

COMMERCIAL COMPUTER SOFTWARE - PROPRIETARY

The Software is a “commercial item” as that term is defined at 48 C.F.R. 2.101 (OCT 1995), consisting of “commercial computer software” and “commercial software documentation” as such terms are used in 48 C.F.R. 12.212 (SEPT 1995) and is provided to the U.S. Government

(a) for acquisition by or on behalf of civilian agencies, consistent with the policy set forth in

48 C.F.R. 12.212; or (b) for acquisition by or on behalf of units of the Department of Defense, consistent with the policies set forth in 48 C.F.R. 227.7202-1 (JUN 1995) and 227.7202-4 (JUN

1995)

In the event that you receive a request from any agency of the U.S. Government to provide

Software with rights beyond those set forth above, you will notify DS SolidWorks of the scope of the request and DS SolidWorks will have five (5) business days to, in its sole discretion, accept or reject such request. Contractor/Manufacturer: Dassault Systemes SolidWorks

Corporation, 175 Wyman Street, Waltham, Massachusetts 02451 USA.

Copyright Notices for SOLIDWORKS Standard, Premium, Professional, and

Education Products

This work contains the following software owned by Siemens Industry Software Limited:

D-Cubed

™

D-Cubed

™

D-Cubed

™

D-Cubed

™

D-Cubed

™

Portions of this software incorporate PhysX

™ by NVIDIA 2006-2010.

U.S. Patents 5,929,866; 5,943,063; 6,289,364; 6,563,502; 6,639,593; 6,754,382; Patents

Pending.

Adobe, the Adobe logo, Acrobat, the Adobe PDF logo, Distiller and Reader are registered trademarks or trademarks of Adobe Systems Inc. in the U.S. and other countries.

For more DS SolidWorks copyright information, see Help > About SOLIDWORKS.

Copyright Notices for SOLIDWORKS Simulation Products

Copyright Notices for SOLIDWORKS Standard Product

Copyright Notices for SOLIDWORKS PDM Professional Product

Outside In

Copyright Notices for eDrawings Products

The eDrawings

Group.

for Windows

® software is based in part on the work of the Independent JPEG

Portions of eDrawings

® for iPad

Portions of eDrawings

® for iPad

SOLIDWORKS Installation and

Administration

Individual Installations

Installation

Installation on one or a few computers.

Deploying Multiple Installations

Installation

Creation of an administrative image that is deployed to a number of client computers.

Licensing

License activation or network licensing.

Licensing

License activation or network licensing.

Upgrades

Moving individual computers to a new release.

Moving multiple computers to a new release by updating the administrative image used to install on those computers.

Administration

Modifying, repairing, and removing installations, upgrading to new releases.

Administration

Upgrading administrative images and clients,

Network licensing administration, Workgroup

PDM vault administration.

SOLIDWORKS Installation Manager enables you to configure settings for SOLIDWORKS product components, including SOLIDWORKS, SOLIDWORKS Toolbox, PhotoView 360, SOLIDWORKS

Electrical, Workgroup PDM, SOLIDWORKS PDM, SOLIDWORKS PCB, SOLIDWORKS Visualize, and SOLIDWORKS SolidNetWork License Manager.

SOLIDWORKS Workgroup PDM support will end after SOLIDWORKS 2017. Customers already using SOLIDWORKS Workgroup PDM can continue to install it, but should begin planning to migrate file vaults to SOLIDWORKS PDM Server.

SolidNetWork License Manager

supports multiple license clients by distributing licenses to clients on the network. This allows the number of users to exceed the number of licenses by using floating licenses.

This chapter includes the following topics:

•

Individual Installation or Administrative Image

•

Check System and Software Requirements

SOLIDWORKS Installation and Administration

•

Initiating SOLIDWORKS Installation

•

Tips for Using SOLIDWORKS with Microsoft Windows 8

Individual Installation or Administrative Image

Should you install SOLIDWORKS products on each computer individually, or should you create an administrative image and deploy the installation to all clients with one command?

If you are installing on only one computer, or if you manage dozens or hundreds of computers, the choice is obvious. For situations in between, consider the following comparisons.

Individual installation Administrative image

Users can do their own SOLIDWORKS administration.

The system administrator can customize multiple installations using the Option

Editor, specifying installation options such as creating a new installation or updating an existing one, running the installation as an administrative user, running external commands before or after the installation, different product groupings, and so on.

The computers must be physically accessible to the person performing the installation.

Client computers can be distantly located as long as they are accessible from the same network.

You can install different versions, service packs, or products on different computers, with independent settings.

Using the Option Editor, administrative images can maintain consistency in versions, service packs, products, and settings for multiple installations.

The computers must have network or email access. A network or email connection is required to activate SOLIDWORKS and download files. Network access is also required when collecting licenses from a network license server.

A local network connection is required to deploy the application; media drives are not required on client computers.

Clients can be updated automatically. All clients deployed from the same administrative image are at the same service pack. To maintain multiple versions, you can create multiple administrative images.

License activation can be automated.

An administrative image requires additional disk space on the server; clients require the same space as individual installations.

SOLIDWORKS Installation and Administration

Check System and Software Requirements

Before installation, verify that your system meets hardware, operating system and

Microsoft products requirements. Note that add-ins, such as SOLIDWORKS Electrical and

SOLIDWORKS Visualize, and eDrawings have additional requirements.

To access current system requirements, see

http://solidworks.com/System_Requirements

Initiating SOLIDWORKS Installation

You can initiate SOLIDWORKS installation from loading a DVD on the local computer, accessing a shared installation directory, or downloading from SOLIDWORKS.

To initiate SOLIDWORKS installation, do one of the following:

• To install on a local computer from disk, insert the appropriate disk into the computer's disk drive.

• To install from a download directory, navigate to the directory and double-click setup.exe

• To install by downloading from SOLIDWORKS: a) Browse to the SOLIDWORKS Web site.

b) Login as a Subscription Service Customer, using your email address and password, or your SOLIDWORKS serial number.

c) Under Self Service, click Download Software and Updates.

d) Under Download Software (Windows, Mac, Linux), select the SOLIDWORKS version and service pack to download.

Tips for Using SOLIDWORKS with Microsoft Windows 8

The user interface of Windows 8 (and later) departs significantly from earlier versions of

Windows. Not only are navigation techniques different, but several methods have been added to access key commands.

The following topics provide instructions on how to access three of the most basic functions with Windows 8. Refer to these topics when using Windows 8 to install SOLIDWORKS.

These steps may vary depending on how your Windows system is configured.

Consult Microsoft Windows documentation for additional instructions and options, especially for systems later than Windows 8.

Starting SOLIDWORKS

You can start SOLIDWORKS from the Windows 8 Charm Bar and also pin SOLIDWORKS to your desktop.

To access SOLIDWORKS from the Charm Bar:

From the Start screen, click in the lower right corner of the screen.

The Charm Bar displays on the right side of the screen.

You can also access the Charm Bar by pressing Windows logo+C.

Tap or click the Search icon.

Type SOLIDWORKS in the Search box and swipe down on or tap the SOLIDWORKS tile.

You can pin SOLIDWORKS to your desktop by right-clicking the SOLIDWORKS tile and clicking Pin to Start in the toolbar that appears at the bottom of the screen.

Accessing the Control Panel

To access the Control Panel:

From the Start screen, swipe in from the right side of the screen or drag your mouse to the top right corner of the screen.

The Charm Bar displays on the right side of the screen.

Tap or click the Search icon.

Type Control Panel in the Search box.

Click the Control Panel tile that appears at the left side of the Apps screen.

Accessing the Command Prompt

To access the command prompt:

On the Start screen, right-click to display a toolbar at the bottom of the screen.

On the right side of the toolbar, click All apps.

On the right side of the Apps screen, under Windows System, press or click

Command Prompt.

Useful Shortcuts

The following list provides helpful keyboard shortcuts:

Alt+Tab

Switch between different applications running on your desktop.

Windows logo key+Q

Windows logo key+R

Windows logo key+I

Open the App list and Search window.

Open a Run dialog box.

Open the Settings pane.

Consult Microsoft Windows documentation for additional instructions about keyboard shortcuts.

Individual Installations

This chapter includes the following topics:

•

Installation on Individual Computers

•

Administration of Individual Installations

Installation on Individual Computers

You can install SOLIDWORKS on an individual computer using several installation methods.

The SOLIDWORKS Installation Manager performs the installation, tailoring the installation to the products you have purchased. Before you start the installation:

• Have your SOLIDWORKS serial number available.

• Verify that you have a working internet connection. The connection is required for checking entitlement.

SOLIDWORKS Installation Manager requires various Microsoft components, including

Microsoft Windows Installer, Office Web Components, Microsoft Visual Studio Tools for

Applications, Visual Basic, and .NET Framework. If the correct versions of all Windows prerequisite components are not installed on the computer, SOLIDWORKS Installation

Manager installs them automatically prior to installing SOLIDWORKS products. The Bonjour service for Windows is also a required component.

If you are running Windows 8, see Tips for Using SOLIDWORKS with Microsoft Windows

8, for tasks such as accessing Start or the Control Panel. These steps may vary depending on how Windows 8 is configured on your system. Consult Microsoft Windows documentation for additional instructions and options, especially for systems that are

Windows 8 and later.

Installation Method

Using the SOLIDWORKS installation media

Summary of the Process

Insert the DVD disk into the computer disk drive.

Using a download directory on a server

In the download directory, double-click setup.exe.

The download directory must be accessible from the computer on which you are installing SOLIDWORKS products, and it must contain all of the SOLIDWORKS installation files before installation can begin. SOLIDWORKS

Installation Manager can help you find missing files if you have internet access and write access to the download directory.

Individual Installations

Installation Method

Updating an existing

SOLIDWORKS installation using

Check for Updates

Summary of the Process

Do one of the following:

• In SOLIDWORKS, click Help > Check for Updates.

• In Windows, click Start > All Programs >

SOLIDWORKS Installation Manager > Check for

Updates.

You must have a working internet connection.

Workgroup PDM clients detect Vault updates automatically. You do not need to download a service pack to update clients. For details, see Update Clients in the Workgroup PDM online help.

Downloading from the

SOLIDWORKS customer Web site

1. Browse to the SOLIDWORKS Web site.

2. Login as a Subscription Service Customer, using your email address and password, or your SOLIDWORKS serial number.

3. Under Self Service, click Download Software and

Updates.

4. Under Download Software, click the SOLIDWORKS version you wish to install.

You must have a working internet connection.

You must be a Subscription Service Customer with login access to the Customer Portal site.

When the installation is complete, start the SOLIDWORKS application and

activate the license

To see a listing of the products that are installed on your machine, click Help > My

Products on the main menu in SOLIDWORKS. My Products shows you all currently available SOLIDWORKS products. The check marks indicate the products which you or your organization currently own based on your activation and network licenses.

Administration of Individual Installations

Typically, administration of individual installations consists of modifying, repairing, removing, and upgrading installations.

Modifying an Installation

You can modify an installation to install products that have not been installed or to remove products, provided that the previous installation was completed with a full set of installation

Individual Installations files. This option is not available if you upgraded the previous installation with a service pack.

If you installed SOLIDWORKS and purchased an add-in at a later time, you can modify the installation to include the new add-in. You must install the add-in on each individual machine.

Workgroup PDM is not installed if you are modifying your original SOLIDWORKS package to include SOLIDWORKS Professional or SOLIDWORKS Premium.

Make sure no SOLIDWORKS sessions are active.

In Windows 7 or later, click Start > Control Panel > Programs and Features.

Select the SOLIDWORKS installation you want to modify and then click Change.

On the Welcome to the SOLIDWORKS Installation Manager screen, click Modify the

individual installation (on this computer).

On the Serial Number screen, verify that the appropriate serial numbers are specified.

On the Product Selection screen, select the products to install or remove.

When modifying an installation:

• No products are installed or removed by default, even if you specify a new serial number. You must change the installation action of each product or feature component.

• To view the projected action for a particular component, click the component name

(but not the check box). The intended installation action appears in the information field below the product listing.

• You can click the check box next to the product component to change the installation action for that component. (For example, if you are installing or removing components, selecting the check box specifies that the component is to be installed or removed and clearing the check box specifies that the component is not to be installed or removed.)

• When you change a component installation action from the initial specification, an asterisk (*) appears next to that component in the listing.

• If a component has optional installation sub-components in it, a + icon appears next to the component. To see the available sub-components for a component, click the + icon.

• If a component has been expanded to show optional sub-components, a - icon appears next to the component. To collapse the sub-component listing, click the - icon.

On the Summary screen, click Modify Now.

On the Installation is Complete screen, click Finish.

Repairing an Installation

If you encounter problems with an installed SOLIDWORKS product, you can use the

SOLIDWORKS Installation Manager to repair the installation.

However, to repair an installation, your machine must have all the source files from the previous installation and any service packs that were applied, in the location where they were originally installed.

Individual Installations

You can repair an individual installation. You cannot repair an administrative image; you must uninstall and then reinstall the administrative image.

In Windows 7 or later, click Start > Control Panel > Programs > Programs and

Features.

Select the SOLIDWORKS version you wish to repair and click Change.

On the Welcome to SOLIDWORKS Installation Manager screen, click Repair the

individual installation (on this computer).

On the Products to Repair screen, select the product to repair.

Clear the rest of the products on the screen.

Click Repair.

Rolling Back an Individual Installation to a Previous

Service Pack

To roll back an individual installation to a previous service pack release in the current major release family, uninstall the service pack version currently installed on the computer and then re-install the earlier version.

Removing an Installation

You can remove an installation on an individual computer or in a client/server environment.

Make sure no SOLIDWORKS sessions are active.

If you wish to move the SOLIDWORKS license to another computer, deactivate the license to that computer before removing the SOLIDWORKS installation on this computer.

For more information, see Moving a License.

In Windows 7 or later, launch the Control Panel > Programs and Features.

Select the product component to remove.

In some cases, you might find multiple SOLIDWORKS Service Pack components for a given major release version. To remove a SOLIDWORKS major release, remove all Service Pack elements for that major release.

On the Uninstall screen: a) Select the products to remove. By default, all product components are selected.

b) Clear the products that you do not want to remove.

c) Choose whether to perform a custom or complete uninstall. By default, the

SOLIDWORKS Installation Manager performs a standard uninstall and removes the

Program Files and Folders.

1. Click Change in Advanced Options.

Individual Installations

The Advanced Options screen appears and the Program Files and Folders option is selected

2. Select one or more options to perform a custom uninstall, or select all options to perform a complete uninstall.

3. Click Back to Summary.

4. On the Summary screen, expand Advanced Options to display the uninstall method and entries.

d) Click Remove Items.

Upgrading to a New Release

There are several methods for upgrading an individual installation to a new SOLIDWORKS release.

You can upgrade to a new release when you:

• Receive new installation media

• Are notified of upgrades when starting SOLIDWORKS

• Check for updates manually

• Start a new instance of SOLIDWORKS Installation Manager

When installing a new major release, you can upgrade a previously installed major release or install the new release in parallel. If you are installing a Service Pack release for a previously installed major release, that release is updated automatically.

Checking for Updates Manually

You can check for updates for a currently installed SOLIDWORKS release using one of these methods.

• In SOLIDWORKS, click Help > Check for Updates.

• In Microsoft Windows, click Start > All Programs > SOLIDWORKS Installation

Manager > Check for Updates.

Upgrading Workgroup PDM Clients

Clients are prompted to update the first time they log in after the vault is updated. No service pack is required for client updates.

Client Status Relative to Vault

Same version as vault

Same major release, newer than vault

Newer major release, newer than vault

Action

None

Same major release, older than vault

Older major release, older than vault

Optional update

Mandatory update

For details about updating Workgroup PDM clients, see Update Clients in the Workgroup

PDM Help.

Individual Installations

Upgrade Caveats

Products that can have multiple installations with different major versions do not always support major upgrades, or the ability to upgrade between major versions as a single operation.

In this case, SOLIDWORKS Installation Manager simulates the upgrade by first installing the new version, then removing the old one. At this time, the core SOLIDWORKS product supports major upgrades, while the other products do not.

The consequences of this are:

• When upgrading the core SOLIDWORKS product between major versions:

• Your existing installed location does not change.

• The upgrade can be rolled back if an error occurs or the you cancel during the upgrade.

• When other products are upgraded between major versions:

• Each product is first installed as a new product to a new location, then the original installation is removed.

• Once started, the upgrade cannot be rolled back if an error occurs or if you cancel during the upgrade.

Product Coexistence Rules

These product coexistence rules determine how new products are installed and existing products are upgraded.

Rule Examples

Multiple major release versions of the core

SOLIDWORKS product are allowed, with the exception of the products mentioned below.

SOLIDWORKS 2016 SP3.0 and

SOLIDWORKS 2017 SP0.0 can coexist on the same computer.

Multiple service packs from the same major release version are not allowed.

SOLIDWORKS 2017 SP0.0 and 2017 SP1.0

cannot coexist on the same computer. If you install SOLIDWORKS 2017 SP1.0 on a computer where SOLIDWORKS 2017 SP0.0

is already installed, SOLIDWORKS

Installation Manager will replace SP0.0 with

SP1.0.

Only one version of the following products is allowed on the computer:

• Workgroup PDM Server

• SolidNetWork License Manager

If SOLIDWORKS 2017 SP0.0 is installed,

Workgroup PDM Server is upgraded to 2017

SP0.0, even if an earlier major release of

SOLIDWORKS remains on the computer.

Individual Installations

Rule Examples

Only one version of the following products is allowed on the computer:

• SOLIDWORKS PDM Client

• SOLIDWORKS PDM Server

If you install SOLIDWORKS 2017 SP0.0 or

SP1.0, you should also upgrade to

SOLIDWORKS 2017 PDM Server and PDM

Client.

If you install SOLIDWORKS 2017 PDM

Server, you should use the PDM Server installation process to install the

SOLIDWORKS PDM Client. Do not install the

SOLIDWORKS PDM Client separately with the client installation process.

SOLIDWORKS PDM Client must be the same release version and service pack as

SOLIDWORKS PDM Server on the same machine.

See Installing a PDM Server with SLDIM

topic for more information.

Only one version of an included product can be installed for any major release version of SOLIDWORKS. However, versions of included products from different major release versions of SOLIDWORKS can coexist.

If SOLIDWORKS 2017 SP0.0 is upgraded to

2017 SP1.0, SOLIDWORKS Explorer 2017

SP0.0 will automatically be upgraded to

2017 SP1.0. However, SOLIDWORKS

Explorer 2016 SP4.0 can coexist with

SOLIDWORKS Explorer 2017 SP0.0 or with

SOLIDWORKS Explorer 2017 SP1.0.

Multiple Installations

This chapter includes the following topics:

•

Deploying to Multiple Clients

•

Using Administrative Images

•

Deploying an Administrative Image to Clients Through Email

•

Command-Line Deployment

•

Administration of Multiple Installations

Deploying to Multiple Clients

You can install the SOLIDWORKS product on multiple clients by creating an administrative image and then deploying the installation to clients.

The process for deploying to multiple clients is:

1. Create an administrative image.

•

Creating an Administrative Image from SOLIDWORKS Installation Manager

on page 21

2. Deploy the administrative image to clients.

•

Deploying an Administrative Image to Clients Through Email

on page 35

•

Installing from the Administrative Image Using the Command Line

on page

3. Implement

licensing

•

Administering Individual Licenses

on page 100

•

Administering Licenses Using a SolidNetWork License Manager

on page 102

If you are running Windows 8, see Tips for Using SOLIDWORKS with Microsoft Windows

Using Administrative Images

An administrative image allows configurable installations of SOLIDWORKS products from a single network location.

You can install the administrative image from any computer on the network, including a client computer.

Multiple Installations

• The administrative image must be in a shared folder.

• If you include all products, the administrative image disk space requirements can be

7GB or more.

• If you update the share name when you upgrade the administrative image, the client upgrades automatically the next time the application is started. For details, see

Upgrading Clients from Administrative Images.

• Clients must have administrative privileges on their computers. If clients have insufficient privileges, an alternate method is available to install images.

• If Windows logging is enabled or if you use the status functionality in the Administrative

Image Option Editor, you must have read/write permissions to this folder:

Administrative image directory}\x64\Logs

Once you have created an administrative image, the Administrative Image Option Editor can manage installation option settings for users and groups installing from that image.

For details, see Administrative Image Option Editor.

Creating an Administrative Image from SOLIDWORKS

Installation Manager

If you are installing SOLIDWORKS on multiple computers, you can create an administrative image and then deploy the application to other computers.

Start SOLIDWORKS Installation Manager. See Initiating SOLIDWORKS Installation.

On the Welcome screen, select Administrative image.

Administrative image creation options appear.

Option Description

Create a new image using default settings.

Create the image using the default configuration settings (that is, not based on the settings currently established for an existing administrative image at your site

Create a new image using settings and files from an existing image.

Create the image using configuration settings specified for an existing administrative image at your site. Click Browse to specify the installation directory for the existing administrative image.

Follow the on-screen instructions.

Administrative Image Option Editor

The Administrative Image Option Editor lets you customize installation parameter settings in an administrative image for individual machines and for groups of machines.

After creating an administrative image, SOLIDWORKS Installation Manager asks you to start the Option Editor. You can also start the Option Editor by double-clicking sldAdminOptionEditor.exe

in the administrative image folder.

To specify different installation configurations for groups of machines or individual machines, in the Option Editor select machines by machine name, IP address, or IP address range, then specify the installation options for those machines.

Multiple Installations

All dialog boxes, that prompt for a file or folder path, include an option where you can assign a selected folder to an environment variable. For example, if you select C:\

Program Files\SOLIDWORKS Corp

, the file path is mapped to %ProgramFiles%\

SOLIDWORKS Corp

. The most common variables are %ProgramFiles% and

%SystemDrive%

You cannot convert all paths into environment variables. For example, Z:\SOLIDWORKS

Data cannot be mapped to an appropriate environment variable.

Adding and Deleting Groups and Machines

The Administrative Image Option Editor lets you specify different installation configurations for groups of machines and for individual machines.

For example, you might want to configure several machines to use a particular subset of the product components available in the image while another group might use a different subset of product components. Even though you are using one administrative image, the

Option Editor group settings enable you to install different product subsets to different groups of machines.

Multiple Installations

To add a group:

1. Right-click Global Settings and then click Add Group.

2. Enter the group name.

To add machines:

1. Right-click an existing group or Global Settings and then click

Add Machine.

If you right-click an existing group, machines are added to that group. Otherwise, they are added at the top level.

2. Do one of the following:

• Select By Machine Name and enter one or more machine names. Multiple machines can be separated by a line break, space, tab, comma, period, colon, or semi-colon. You can copy and paste a list of machine names from an external file.

Machine names cannot include domain qualifiers. For example, pluto.solidworks.com is invalid.

• Select By IP Address and enter the IP address of a machine.

• Select By IP Address Range and enter the starting IP address and the ending IP address of the range.

• Click Add Multiple Machines to select machines from the network.

To move an existing machine to a group:

Drag the machine onto the group.

To move a machine out of a group:

Drag the machine onto Global Settings or onto a different group.

To delete a group or machine:

Right-click the group or machine and then click Delete Group or

Delete Machine.

If you delete a group, all machines within that group are deleted.

To delete all groups and machines:

Right-click Global Settings and then click Delete All.

Viewing and Editing Option Settings

SOLIDWORKS Administrative Image Option Editor enables you to view and change option settings for groups and machines specified for the image.

• When you first start the Option Editor, option settings are displayed in read-only mode.

The Edit icon is not shaded.

Multiple Installations

Clicking on Global Settings, a group, or a machine displays a summary of option settings for that item:

Scope

Global Settings

Group

Option Settings Displayed

All option settings specified for the administrative image

Changes in the group settings relative to the Global Settings

Machine Changes in the machine settings relative to the group

• To make changes to option settings, click on the Edit icon. The icon becomes shaded and a more detailed option settings listing appears.

Clicking on Global Settings, a group, or a machine lets you change option settings for that item. When you make a change in an option setting that differs from the inherited Global Settings or group settings, that option setting is highlighted.

If you click the Edit icon again, the display reverts to read-only mode.

If you make changes, the Option Editor prompts you to save or discard them when you exit.

Specifying Option Settings for Groups and Machines

You can specify option settings for all machines (Global Settings), groups of machines, and individual machines.

In the Option Editor, click the object to modify (Global Settings, a group, or a machine).

On the right, click the Edit icon.

The Edit icon becomes shaded and a more detailed option settings listing appears.

Make option setting changes by clicking option settings on the right for the item selected on the left.

Changes in option settings that override Global Settings or group settings are highlighted.

Click OK or Close to save your changes.

Option Description

Close

The Option Editor saves your changes and exits.

The Option Editor asks if you want to save your changes and then exits.

Multiple Installations

Administrative Image Option Settings

The Option Editor enables you to specify option settings for individual clients or groups, including serial numbers, client installation options, which software components to be installed, and toolbox location.

Serial Numbers

Enter the serial numbers for products to be installed on client machines.

Because there are multiple ways to purchase SOLIDWORKS products, some serial numbers can cover two or more products. For example, a SOLIDWORKS serial number might enable you to install SOLIDWORKS Simulation without entering a separate

SOLIDWORKS Simulation serial number. In addition, some products do not require a serial number. If you have any questions about your serial numbers, contact your VAR.

If you are managing licensing using SolidNetWork Licensing:

• In the first serial number field, enter the SolidNetWork serial number.

• In the SNL Server port@server field, enter the SolidNetWork License Manager server name and port in the form nnnnn@servername. Separate multiple entries using semicolons.

For details about SolidNetWork licensing, see Installing and Configuring SolidNetWork

Licensing.

Client Installation Options

How do you want to perform client installations of major versions?

You can specify how client installations handle an existing prior major version installation:

• Upgrade an existing major version (if one exists).

Specify this option to replace the prior major version installation with the new version installation

• Create a new major version.

Specify this option to keep the prior major version and create a new installation for the new major version. To specify a location for the new version installation, click Browse.

Do you want to uninstall the most recent previous version before installing a new major version?

You can specify whether to uninstall the existing prior major version installation:

• No, do not uninstall first.

Specify this option to retain the prior major version installation.

• Yes, perform a custom uninstall.

Select this option to remove these items: Programs Files and

Folders, Registry Entries, Data Files and Folders.

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How do you want to apply SOLIDWORKS settings?

You can specify a settings file which client installations of

SOLIDWORKS will reference on start-up. The settings

(*.sldsettings) file must be located on a shared UNC path that is visible to all installations. You must specify a *.sldsettings path before installing SOLIDWORKS. The client installations are informed of the *.sldsettings file path during the installation.

Secure the *.sldsettings file by setting Windows file permissions to allow write access to designated users only.

To create or edit a*.sldsettings, click Launch Settings

Adminstrator. SOLIDWORKS Settings Administrator allows you to define which SOLIDWORKS system options to apply and optionally lock for end users in your organization. You can also define how and when the settings are applied to individual installations, and you can modify *.sldsettings file at any time by running Settings Administrator and overwriting the existing file.

You can use a different *.sldsettings files for different machines or groups.

You must have an existing SOLIDWORKS [current major version] installation to run Settings Administrator.

How do you want to activate client installations?

You can specify whether to complete product activation automatically after running the installation, or require that the user perform product activation manually after installation.

If you specify automatic product activation, the administrative image must be available through the shared network location the first time clients run

SOLIDWORKS after the installation. If the administrative image is unavailable to clients that installed from that image, those clients will not be able to complete the automatic product activation. They will not be able to run SOLIDWORKS unless they run SOLIDWORKS Product

Activation manually.

• Activate automatically when each client installation

completes.

Selecting this option setting specifies that product activation runs automatically using a SOLIDWORKS Product Activation file. (Typically, this file is named AutoActivation.xml.) Click

Browse to find an existing activation file, or New to start

SOLIDWORKS Product Activation to create a new activation file.

• Do not activate automatically.

Selecting this option setting specifies that no automated product activation occurs. The client user performs product activation after installation.

Multiple Installations

Administrative Options

Create a diagnostic log during each installation.

Run the installation as a different user.

A client installation can create a diagnostic log that can be used to troubleshoot installation problems. Creating this log can make the client installation run slower. The log file is stored in Administrative image directory}\x64\

Logs\<machine_name>\Status.xml

A client installation can run as a different user only if the

User Account Control (UAC) is disabled. This option can be useful when individual users do not have local administrative permissions on their machines (which is required to install SOLIDWORKS products).

An alternate method of deployment and installation is available when clients do not have administrative privileges. See Deploying Installations from the Option

Editor.

Run a program before or after installation.

Do you want clients to participate in the

SOLIDWORKS Customer

Experience Program?

You can specify that a custom program runs before or after the client installation.

You can specify that client machines participate in the

SOLIDWORKS Customer Experience Program. Performance information is sent to SOLIDWORKS Corporation to help improve the product. The process is transparent and confidential. For details, see

Customer Experience

Improvement Program Web site

Limitations on the Run a Program Before and After Installation Options

These options allow you to run other installation programs or scripts on the client machines before or after deploying SOLIDWORKS, for example a script that installs Microsoft Office.

If you are deploying automatically to Windows 8 and later client machines, there is a limitation on using these options. A failure occurs if you use either option to deploy an installation program or script that displays a user interface, for example a script that displays dialog boxes. When the automatic deployment of SOLIDWORKS runs, it will fail to install SOLIDWORKS on the target machines. This limitation does not occur with

Windows 7 client machines.

To use the Run a program before installation and Run a program after installation options, you should only select programs that can be installed in silent mode.

Software to Install

You can specify what SOLIDWORKS product components to install.

• Selecting the check box next to the product component specifies that the component is installed during the client installation.

• Clearing the check box specifies that the component is not installed.

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• If a component has optional installation sub-components in it, a + icon appears next to the component. To see the available sub-components for a component, click the + icon.

• If a component has been expanded to show optional sub-components, a - icon appears next to the component. To collapse the sub-component listing, click the - icon.

The Languages specification limits the languages that are installed for the

SOLIDWORKS product only. Other product installations are not affected by this specification. For example, eDrawings

, SOLIDWORKS Workgroup PDM, and

SOLIDWORKS Explorer install all languages.

Toolbox Options

You can specify which standards to support and the default Toolbox location for client installations.

It is common to have multiple users accessing a shared Toolbox, typically through a network location (for example, a UNC path, a shared folder, or a common network drive specification).

If the location contains an older major version of Toolbox, the client installation will upgrade that Toolbox to the new major version. The files will no longer be compatible with previous major versions of SOLIDWORKS.

If you want to retain the Toolbox for the older SOLIDWORKS version (for example, if some clients might continue using the older version), you must specify a different Toolbox network location for clients that are upgrading to the newer version.

For details about SOLIDWORKS Toolbox administration, see the Toolbox information in

SOLIDWORKS Help.

SOLIDWORKS PDM Client Options

You can select the following options for deploying SOLIDWORKS PDM clients and add-ins:

• PDM product type

• PDM client type

• Features

See the section on SOLIDWORKS PDM for more information about these clients and add-ins.

Electrical Options

You can specify the following parameters for the administrative components of

SOLIDWORKS Electrical:

• Data path

• Collaborative Server machine name and port number

• SQL Server machine name and password

See the section on SOLIDWORKS Electrical for more information about these components.

Multiple Installations

Inheritance of Global and Group Option Settings

Option settings for Global Settings or groups are inherited by items underneath them.

For example:

• Settings defined for Global Settings are inherited by all groups and machines.

• Settings defined for a group are inherited by all machines within that group.

You can change option settings for a machine or group to override default or inherited settings. When you change an option setting from the default or its inherited value, that option is highlighted.

To revert option settings to the original inherited values, right-click the group or machine and then click Revert to Global Settings (for a group or machine that is not a group member) or Revert to Group Settings (for a machine that is a group member).

Customize Settings for Each Machine

You can also modify settings that you have applied to specific machines by right clicking the machine name.

From the shortcut menu, you can do the following tasks for each machine:

• Delete the machine from the editor

• Revert to global settings

• Add or edit notes

• Edit options

Edit options allows you to modify all of the options for the machine, such as the client installation options and the administrative options.

Settings Administrator Tool

You can use the Settings Administrator Tool to set system options that are applied when deploying or upgrading the SOLIDWORKS software, and to prevent users from changing those options. This tool replaces the Copy Settings Wizard for deploying settings, although that wizard is still available for copying settings.

You can start with:

• The default set of options for that release of SOLIDWORKS.

• Options previously applied on that computer.

• Options specified in an existing .sldreg or .sldSettings file.

Two columns of check boxes let you select which of these options to apply, and which of the applied options to lock so users cannot change them.

When users access the System Options dialog box, the locked options appear unavailable with a lock icon . However, you can create a password that allows users to unlock options. When users hover over a locked option, a tooltip displays your name and email, so they can contact you and request that password.

You select whether the system options apply only the first time a user starts the software, or every time the SOLIDWORKS software starts, and whether customizations apply at the same time. You also select whether the options remain locked when users cannot access the network location with the .sldSettings file where the lock definitions are stored.

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There are three steps to using the Settings Administrator Tool:

1. Create an administrative image.

2. Use the Settings Administrator to generate an *.sldSettings file which contains your selected SOLIDWORKS options.

3. Include the *.sldSettings file in SOLIDWORKS installations.

After deployment, you can repeat step 2 to modify an existing *.sldSettings file at any time. The SOLIDWORKS software reads the modified *.sldSettings file the next time it starts.

Accessing the Settings Administrator Tool

To access the Settings Administrator Tool:

Open the SOLIDWORKS Installation Manager (SLDIM), and on the Welcome page, select Administrative image.

Select Create a new image using default settings and click Next. Then follow the on-screen instructions to create the image.

Double click sldAdminOptionEditor.exe in the administrative image folder.

In the Administration Image Option Editor, click Edit Settings.

In the Client Installation Options section, do the following: a) Click Use a settings file exported from the SOLIDWORKS Settings

Administrator.

b) Click Launch Settings Administrator.

The Settings Administrator Tool is stored in the following default location: C:\SolidWorks

Admin\SOLIDWORKS <version>\64bit\SOLIDWORKS\Program Files 64\SOLIDWORKS\ sldSettingsAdmin.exe

Using the Settings Administrator Tool

To use the Settings Administrator Tool:

On the Welcome tab, select from the following options and click Next:

• Default set of options to start for this release of SOLIDWORKS.

• Import SOLIDWORKS 2016 options from this computer.

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• Browse to an existing sldreg file.

• Browse to an existing sldSettings file.

The *.sldreg file is generated by the Copy Settings Wizard, and the *.sldSettings

file is generated by the Settings Administrator Tool.

In the System Options dialog box, do the following: a) To apply a system option, select the option and check the corresponding box in the Apply column.

b) To lock a system option, select the option and check the corresponding boxes in

both the Apply and Lock columns.

When users access the System Options dialog box, these options display with a lock .

c) Click Next.

The interface for the Settings Administrator Tool returns.

On the Finish tab, select when system options apply:

• the first time a user starts the software.

• every time the software starts.

• and whether customizations apply at the same time.

You can choose to apply locked options when users are off the network, and

allow the API to override locked options.

For locked system options, you must provide your Name and Email address. The

SOLIDWORKS software displays this information in a tooltip when users hover over a locked option.

You can also allow users to override locked options. You must then specify a

Password that you can supply to users.

Click Save to generate an .sldSettings file for deployment.

Including an .sldSettings File in SOLIDWORKS Installations

To include an *.sldSettings file in your installation:

Double click sldAdminOptionEditor.exe in the administrative image folder.

In the Administration Image Option Editor, click Edit Settings.

In the Client Installation Options section, do the following: a) Click Use a settings file exported from the SOLIDWORKS Settings

Administrator.

b) Click Edit Path and browse to the *.sldSettings file.

You can create and apply different *.sldSettings file for different groups or machines.

Deploy and install the SOLIDWORKS software.

Multiple Installations

Deploying Installations from the Option Editor

You can deploy installations directly from the Option Editor by using either a manual or push method.

• Use the Deploy Manually page of the Option Editor to email instructions to users on how to start the installation. Use this method when users have administrative privileges for their client machines.

• Use the Deploy Automatically page of the Option Editor to push installations automatically to target machines. Custom uninstalls can also be performed. Use this method when users do not have administrative privileges to install software on their systems.

To use either method, you must change the administrative image installation directory to a Windows shared directory, so it is available through a network location (for example,

\\machine\shared_directory or copy the whole image to a local directory on each machine, such as C:\SOLIDWORKS Admin\SOLIDWORKS 2015 SP0).

Using a Mapped Drive to Deploy an Administrative Image

A UNC path (\\machine_name\share_name) is the recommended method for specifying a network location for the administrative image installation directory. However, you can use a mapped drive as the location for the StartSWInstall.hta file in the administrative image (for example, U:\StartSWInstall.hta), provided the installing users all have that same drive letter mapped to the administrative image shared directory.

For example, if you mapped the U: drive to the administrative image shared directory, the notification email will instruct the users to click a link to file://U:\

StartSWIOnstall.hta

. Users receiving the email can successfully install provided that the U: drive is mapped to the UNC location for the administrative image (\\machine_name\

share_name

Using StartSWInstall.exe to Deploy an Administrative Image

You can install or uninstall an administrative image on clients by running the command

admin_image_install_dir\StartSWInstall.exe. This method installs SOLIDWORKS using the options, machines and groups defined in the Administrative Image Option Editor.

You can append the following switches to the StartSWInstall.exe command:

/install

/uninstall

Installs the administrative image on client machines.

Uninstalls the software from client machines, with two optional switches:

/removedata

Available for uninstall only.

Removes SOLIDWORKS data files and folders during uninstall.

/removeregistry

Available for uninstall only. Removes

SOLIDWORKS registry entries during uninstall.

Multiple Installations

/showui

/now

Displays a progress window for the

SOLIDWORKS Installation Manager.

Otherwise the SOLIDWORKS Installation

Manager is hidden from the user.

Starts the install or uninstall immediately.

The 5 minute warning dialog box does not appear.

StartSWInstall.exe

is preferred to using StartSWInstall.hta in cases where you want the installation to proceed without any user interaction, but do not want to use automatic deployment from the Administrative Image Option Editor.

Deploying Manually

Use this method if users have the privileges required to install on their systems.

To deploy installations manually using email:

In the Option Editor, click Deploy.

Installation availability and status for each machine appears.

Click Send Email.

Specify the network path to the administrative image installation directory.

Typically, the directory path to the administrative image installation directory is shown initially as a Windows file path (for example, C:\SOLIDWORKS Admin\SOLIDWORKS

2017 SP0

). The dialog box indicates This path is not a network path.

a) Click Browse to specify the network location for this administrative image installation directory.

b) Navigate to the computer where the administrative image is installed, and select the Windows shared directory specified for the administrative image installation directory.

Do not navigate inside the administrative image shared directory (for example, into the 64bit subdirectories).

c) Click OK.

The dialog box indicates This path is a network path.

An email is created to instruct the machine owner how to install from the administrative image using the network location for the StartSWInstall.hta file in the administrative image.

Send the email to the users responsible for installing SOLIDWORKS.

Users can double-click the link to the network location for StartSWInstall.hta in the email to install SOLIDWORKS from the administrative image.

In the Option Editor, Installation Status shows:

Pending

The user has not yet run the installation on this machine.

Successful

The user successfully completed the installation on this machine.

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Failed

The user ran the installation on this machine, but it failed.

Other status messages that might display are: Installed Successfully, Uninstalled

Successfully, Installing, Uninstalling, Requires Reboot, Install Failed, and Uninstall Failed.

Prerequisites for Deploying Automatically

With automatic deployment, installation tasks are pushed to target machines and carried out by the Microsoft Task Scheduler on each system, without requiring any actions by users. Use this method when users do not have administrative privileges to install software on their systems.

With a push installation, the Task Scheduler launches SOLIDWORKS Installation Manager to run under credentials specified by you, the administrator. The Task Scheduler runs under the computer's LocalSystem account. This account is represented on the network as a computer security principle. The computer security principle must have read access to the shared folder where the administrative image is located.

In Active Directory, when you add a computer to a group of a shared folder, select Object

Types and make sure that Computers is selected.

In addition, the computer serving the administrative image and the target client machines must be members of the same Active Directory domain.

Deploying Automatically

To deploy automatically by pushing installations to user systems:

In the Option Editor, click the Deploy Automatically tab.

Installation availability and status for each machine appears.

Under the Deploy column, select the target client machines and groups in the Deploy column.

You must select one or more machines or groups under the Deploy column before initiating the deployment process.

Under Install Time, select Now to deploy immediately or Later to schedule a specific date and time for the deployment.

Under Client Options, select from the following:

• Install or Upgrade SOLIDWORKS 2017

• Uninstall SOLIDWORKS 2017

If you select to uninstall, you can specify whether to uninstall registry entries and data files and folders along with the program files and folders.

Select Reboot computer automatically if you want the target machine(s) to reboot when the deployment is complete.

Enter the Client Credentials of the target machine(s).

Click Deploy to initiate the deployment process.

In the Option Editor, Installation Status shows:

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Pending

Successful

The installation has not yet run on this machine.

The installation successfully completed on this machine.

Failed

The installation on this machine failed.

Other status messages that might display are: Installed Successfully, Uninstalled

Successfully, Scheduling, Connecting, Installing, Uninstalling, Requires Reboot, Install

Scheduled, Uninstall Scheduled, Install Failed, Uninstall Failed, Connection Failed, and

Scheduling Failed.

Exiting the Option Editor

You can click OK or Close to exit the Option Editor.

Click OK, Close, or use the Windows application Close button to apply changes and exit the Option Editor.

• Click OK to apply any option setting changes and exit the Option Editor.

• Click Close to exit the Option Editor.

If there are changes to be applied, you are asked whether you want to save those changes.

• Click the Windows application Close button (X). If there are changes to be applied, you are asked whether you want to save those changes.

Creating a Desktop Shortcut to the Option Editor

You can create a Windows desktop shortcut to the Option Editor for a particular

Administrative Image from within the application.

Start the Option Editor.

For example, in Windows Explorer, navigate to the administrative image installation directory and double-click sldAdminOptionEditor.exe.

Click Create Desktop Shortcut to this Option Editor.

A shortcut to the Option Editor for the administrative image appears on the Windows desktop.

Deploying an Administrative Image to Clients Through Email

Once you have created a shared administrative image directory, you can notify clients by email.

Configure the administrative image directory to be shared on a machine that is accessible to other computers (for example, through a UNC path).

You can send an email containing a link to admin_image_install_dir\

StartSWInstall.hta

to all clients. Clients then can click this link and then click Install

SOLIDWORKS products now to start the installation from the administrative image.

Multiple Installations

If you are upgrading an administrative image to a new SOLIDWORKS version, you can configure your administrative image location and share properties so that any clients that installed previously using that image will upgrade automatically. For details, see

Upgrading Clients from Administrative Images.

Command-Line Deployment

You can automatically deploy an administrative image using a command prompt or batch file (silent installation).

To deploy an administrative image using the command line for SOLIDWORKS PDM clients, see the SOLIDWORKS PDM Installation Guide.

Preparing Clients for Command-Line Installation from an

Administrative Image

After creating the administrative image and before notifying clients, you must install

Microsoft Windows components that cannot be installed by administrative images created using the command line or Microsoft Active Directory.

Installing these Windows components manually is required only if you are installing from an administrative image using the command line or through Microsoft Active

Directory. If you use SOLIDWORKS Installation Manager to create and install the administrative image, these Windows components are installed automatically.

Here is a summary of the files required by SOLIDWORKS in the Windows components:

Windows Performance Toolkit:

Visual C++ 2005, 2008, 2010, and 2012

Redistributable Package

Contains runtime components for Microsoft

Visual C++.

The 2005, 2008, 2010, and 2012 versions must be installed.

Visual Basic for Applications 7.1

Provides support for Visual Basic macros.

Multiple Installations

Visual Studio Tools for Applications Contains a tool set supporting Visual Studio applications.

As of SOLIDWORKS 2013, installing

Microsoft Visual Studio Tools for

Applications (VSTA) is optional.

VSTA is dependent on Microsoft .NET

Framework 3.5 being installed on your computer.

For Windows 7 and later, .NET

Framework is a feature of the operating system.

If you need to install .NET Framework

3.5, it is available on your Windows media and on the internet. If you cannot locate your Windows media, do not have an internet connection, or do not have permission to install Microsoft .NET

Framework 3.5 on your computer, contact your Administrator for assistance.

Visual Studio Remote Debugger

.NET Framework 4.5.2

Bonjour service for Windows

Provides a debugging environment for 64-bit operating systems.

Contains the common language runtime and

.NET Framework components that are necessary to run .NET Framework 4.5.2

applications.

Provides the ability to discover services on a local area network.

Visual C++ Redistributable Package and .NET Framework 4.5.2 are required for all

SOLIDWORKS products, not just the core SOLIDWORKS product.

These components must be included in subdirectories of the administrative image directory.

The following tables identify the specific files that are required for each supported operating system.

Operating System: Windows Server 2008 R2 64-bit

SOLIDWORKS Media: Windows 7

Installation on Windows Server 2008 R2 or Windows Server 2012 and 2012 R2 is supported for SOLIDWORKS PDM Server, Workgroup PDM Server and SOLIDWORKS

SolidNetWork License manager.

Multiple Installations

Operating System: Windows Server 2008 R2 64-bit

SOLIDWORKS Media: Windows 7

Windows Installer:

Windows Performance Toolkit:

(Not applicable)

WPTx64-x86_en-us.msi

Visual C++ 2005 Redistributable Package: vcredist_x86.exe

vcredist_x64.exe

Both must be installed.

Visual C++ 2008 Redistributable Package: vcredist_x86.exe

vcredist_x64.exe

Both must be installed.

Visual C++ 2010 Redistributable Package: vcredist_x86.exe

vcredist_x64.exe

Both must be installed.

Visual C++ 2012 Redistributable Package: vcredist_x86.exe

vcredist_x64.exe

Both must be installed.

Visual Studio Tools for Applications:

(optional) vsta_aide.msi

If VSTA is installed, .NET 3.5 Framework (dotnetfx35.exe) is required.

For Windows 7, .NET Framework 3.5 is a feature of the operating system.

Visual Studio Remote Debugger:

Visual Basic 7.1:

.NET Framework 4.5.2:

Bonjour service for Windows: rdbgexp.msi

vba71.msi

NDP452-KB2901907-x86-x64-AllOS-ENU.exe

bonjour64.msi

Multiple Installations

Operating System: Windows Server 2012 and 2012 R2 64-bit

SOLIDWORKS Media: Windows 7

Installation on Windows Server 2008 R2 or Windows Server 2012 and 2012 R2 is supported for SOLIDWORKS PDM Server, Workgroup PDM Server and SOLIDWORKS

SolidNetWork License manager.

Windows Installer:

Windows Performance Toolkit:

(Not applicable)

WPTx64-x86_en-us.msi

Visual C++ 2005 Redistributable Package: vcredist_x86.exe

vcredist_x64.exe

Both must be installed.

Visual C++ 2008 Redistributable Package: vcredist_x86.exe

vcredist_x64.exe

Both must be installed.

Visual C++ 2010 Redistributable Package: vcredist_x86.exe

vcredist_x64.exe

Both must be installed.

Visual C++ 2012 Redistributable Package: vcredist_x86.exe

vcredist_x64.exe

Both must be installed.

Visual Studio Tools for Applications:

(optional) vsta_aide.msi

If VSTA is installed, .NET 3.5 Framework (dotnetfx35.exe) is required.

For Windows 7, .NET Framework 3.5 is a feature of the operating system.

Visual Studio Remote Debugger:

Visual Basic 7.1:

.NET Framework 4.5.2: rdbgexp.msi

vba71.msi

NDP452-KB2901907-x86-x64-AllOS-ENU.exe

Multiple Installations

Operating System: Windows Server 2012 and 2012 R2 64-bit

SOLIDWORKS Media: Windows 7

Bonjour service for Windows: bonjour64.msi

Operating System: Windows Server 2012 and Windows Server 2012 R2 64-bit

SOLIDWORKS Media: Windows 8.1

Installation on Windows Server 2008 R2 or Windows Server 2012 and 2012 R2 is supported for SOLIDWORKS PDM Server, Workgroup PDM Server and SOLIDWORKS

SolidNetWork License manager.

Windows Installer:

Windows Performance Toolkit:

(Not applicable)

WPTx64-x86_en-us.msi)

Visual C++ 2005 Redistributable Package: vcredist_x86.exe

vcredist_x64.exe

Both must be installed.

Visual C++ 2008 Redistributable Package: vcredist_x86.exe

vcredist_x64.exe

Both must be installed.

Visual C++ 2010 Redistributable Package: vcredist_x86.exe

vcredist_x64.exe

Both must be installed.

Visual C++ 20102 Redistributable Package: vcredist_x86.exe

vcredist_x64.exe

Both must be installed.

Visual Studio Tools for Applications:

(optional) vsta_aide.msi

If VSTA is installed, .NET 3.5 Framework (dotnetfx35.exe) is required.

For Windows 8, .NET Framework 3.5 is a feature of the operating system.

Multiple Installations

Operating System: Windows Server 2012 and Windows Server 2012 R2 64-bit

SOLIDWORKS Media: Windows 8.1

Visual Studio Remote Debugger:

Visual Basic 7.1:

.NET Framework 4.5.2:

Bonjour service for Windows: rdbgexp.msi

vba71.msi

NDP452-KB2901907-x86-x64-AllOS-ENU.exe

bonjour64.msi

Operating System: Windows 7 64-bit

SOLIDWORKS Media: Windows 7

Windows Installer:

Windows Performance Toolkit:

(Not applicable)

WPTx64-x86_en-us.msi

Visual C++ 2005 Redistributable Package: vcredist_x86.exe

vcredist_x64.exe

Both must be installed.

Visual C++ 2008 Redistributable Package: vcredist_x86.exe

vcredist_x64.exe

Both must be installed.

Visual C++ 2010 Redistributable Package: vcredist_x86.exe

vcredist_x64.exe

Both must be installed.

Visual C++ 2012 Redistributable Package: vcredist_x86.exe

vcredist_x64.exe

Both must be installed.

Visual Studio Tools for Applications:

(optional) vsta_aide.msi

Multiple Installations

Operating System: Windows 7 64-bit

SOLIDWORKS Media: Windows 7

If VSTA is installed, .NET 3.5 Framework (dotnetfx35.exe) is required.

For Windows 7, .NET Framework 3.5 is a feature of the operating system.

Visual Studio Remote Debugger:

Visual Basic 7.1:

.NET Framework 4.5.2:

Bonjour service for Windows: rdbgexp.msi

vba71.msi

NDP452-KB2901907-x86-x64-AllOS-ENU.exe

bonjour64.msi

Operating System: Windows 8 and 8.1 64-bit

SOLIDWORKS Media: Windows 8.1

Windows Installer:

Windows Performance Toolkit:

(Not applicable)

WPTx64-x86_en-us.msi

Visual C++ 2005 Redistributable Package: vcredist_x86.exe

vcredist_x64.exe

Both must be installed.

Visual C++ 2008 Redistributable Package: vcredist_x86.exe

vcredist_x64.exe

Both must be installed.

Visual C++ 2010 Redistributable Package: vcredist_x86.exe

vcredist_x64.exe

Both must be installed.

Visual C++ 2012 Redistributable Package: vcredist_x86.exe

vcredist_x64.exe

Both must be installed.

Multiple Installations

Operating System: Windows 8 and 8.1 64-bit

SOLIDWORKS Media: Windows 8.1

Visual Studio Tools for Applications:

(optional) vsta_aide.msi

If VSTA is installed, .NET 3.5 Framework (dotnetfx35.exe) is required.

For Windows 7, .NET Framework 3.5 is a feature of the operating system.

Visual Studio Remote Debugger:

Visual Basic 7.1:

.NET Framework 4.5.2:

Bonjour service for Windows: rdbgexp.msi

vba71.msi

NDP452-KB2901907-x86-x64-AllOS-ENU.exe

bonjour64.msi

Operating System: Windows 10 64-bit

SOLIDWORKS Media: Windows 10

Windows Installer: (Not applicable)

Windows Performance Toolkit: WPTx64-x86_en-us.msi

Visual C++ 2005 Redistributable Package: vcredist_x86.exe

vcredist_x64.exe

Both must be installed.

Visual C++ 2008 Redistributable Package: vcredist_x86.exe

vcredist_x64.exe

Both must be installed.

Visual C++ 2010 Redistributable Package: vcredist_x86.exe

vcredist_x64.exe

Both must be installed.

Multiple Installations

Operating System: Windows 10 64-bit

SOLIDWORKS Media: Windows 10

Visual C++ 2012 Redistributable Package: vcredist_x86.exe

vcredist_x64.exe

Both must be installed.

Visual Studio Tools for Applications:

(optional) vsta_aide.msi

If VSTA is installed, .NET 3.5 Framework (dotnetfx35.exe) is required.

For Windows 7, .NET Framework 3.5 is a feature of the operating system.

Visual Studio Remote Debugger:

Visual Basic 7.1:

.NET Framework 4.5.2:

Bonjour service for Windows: rdbgexp.msi

vba71.msi

.NET 4.5.2 is part of the operating system, which fulfills this requirement.

bonjour64.msi

Installing Windows Prerequisites from the Command Line on 64-bit

Operating Systems

Follow this process to install Windows prerequisites for administrative image installation using the command line on 64-bit versions of Windows.

To install multiple components in one install operation, create a batch file with the commands provided in the following procedures and use it to push the components to the client computers.

Ensure that the target computer has at least 620 MB of available disk space and a valid TEMP directory.

Install Office Web Components by running this command:

administrative_image_directory\OfficeWeb_11\owc11.exe/quiet

Install the Visual C++ RELEASE Redistributable Package.

Install the package for RELEASE = 2005, 2008, 2010, and 2012.

administrative_image_directory\Microsoft_C++_RELEASE_Redistributable_(x64)\vcredist_x64.exe

administrative_image_directory\Microsoft_C++_RELEASE_Redistributable\vcredist_x86.exe

Multiple Installations

You must install both the 32-bit and the 64-bit versions of this package.

For example, to install the Visual C++ 2005 Redistributable Package, use:

• administrative_image_directory\Microsoft_C++_2005_Redistributable_(x64)\vcredist_x64.exe

• administrative_image_directory\Microsoft_C++_2005_Redistributable\vcredist_x86.exe

Install Microsoft .NET Framework 4.5.2:

administrative_image_directory\.Net_Framework_4.5.2\NDP452-KB2901907-x86-x64-AllOS-ENU.exe

Install the Visual Studio Tools for Applications:

administrative_image_directory\Microsoft_VSTA\vsta_aide.msi

If installing VSTA, .NET Framework 3.5 is required.

For Windows 7 or later, the .NET Framework 3 is a feature of the operating system.

Install the Visual Studio Remote Debugger:

administrative_image_directory\VSRemoteDebugger\install.exe /Q

Install Visual Basic 7.1:

administrative_image_directory\Microsoft_VBA\vba71.msi

and

administrative_image_directory\Microsoft_VBA\vba71_1033.msi are required for all languages.

Only the 64-bit version of this package must be installed.

In addition, install the following package for the desired language: vba71_1028.msi

Chinese vba71_1031.msi

German vba71_1036.msi

vba71_1040.msi

vba71_1041.msi

French

Italian

Japanese vba71_1042.msi

vba71_1046.msi

vba71_2052.msi

vba71_3082.msi

Korean

Portuguese-Brazilian

Chinese-Simplified

Spanish

English, Czech, Polish, Russian, and Turkish do not require additional language packages.

Multiple Installations

As of SOLIDWORKS 2013 Service Pack 2.0, you must install an additional prerequisite: Msiexec.exe /p vba71-kb27832-x64.msp

Install the Bonjour service for Windows:

administrative_image_directory\Bonjour\Bonjour64.msi

Installing from the Administrative Image Using the

Command Line

You can deploy installations from an administrative image using the command line.

To install silently:

1. Open a Command Prompt window (in Windows, click Start > Run.

2. Type the msiexec.exe command with the /i and /qb switches and set the properties for any options that are not the default values as shown below.

Individual installation component command-line properties include:

•

Command-Line Feature Properties

on page 47

•

Command-Line Global Properties

on page 48

•

eDrawings Command Line Properties

on page 52

•

SOLIDWORKS Explorer/Workgroup PDM Command-Line Properties

on page 54

•

SOLIDWORKS Flow Simulation Command Line Properties

on page 55

Use the following examples as templates for silent installation.

SOLIDWORKS Client

• SOLIDWORKS core (English)

• Toolbox add-in

• Participation in the feedback program

• French language

SOLIDWORKS: msiexec /i "64-bit_admin_image_path\SOLIDWORKS\SOLIDWORKS.Msi"

INSTALLDIR="C:\Program Files\your_folder" SOLIDWORKSSERIALNUMBER="xxxx xxxx

xxxx xxxx xxxx xxxx" ENABLEPERFORMANCE=1 OFFICEOPTION=3 ADDLOCAL=SolidWorks,

SolidWorksToolbox /qb

The SOLIDWORKS French language installation component must be installed separately: msiexec /i "64-bit_admin_image_path\SOLIDWORKS French\french.msi" /qb

When specifying SOLIDWORKS language component installation commands, do not specify command-line arguments.

eDrawings Client

• Log performance

• All features

Multiple Installations msiexec /i "admin_image_path\eDrawings\eDrawings.msi" INSTALLDIR="C:\Program

Files\your_folder" LOGPERFORMANCE=1 SNLSERVER=eDrawings_SNL_server

TRANSFORMS=1040.mst ADDLOCAL=All /qb

SOLIDWORKS Explorer and Workgroup PDM add-in

• SOLIDWORKS Explorer with Workgroup PDM add-in msiexec /i "admin_image_path\SOLIDWORKS Explorer\SOLIDWORKS Explorer.msi"

INSTALLDIR="C:\Program Files\your_folder" EXPLORERORPDM=1

ADDLOCAL=VaultAdmin,Client,Standalone,DocMgr,LicenseEXE

ACTIVSERIALNUMBER="xxxx xxxx xxxx xxxx xxxx xxxx" /qb

SOLIDWORKS Electrical

Due to the technical complexity of installing SOLIDWORKS Electrical with Microsoft SQL

Server, command line examples for SOLIDWORKS Electrical are excluded from the documentation.

SOLIDWORKS PCB

msiexec /i “admin_image_path\SOLIDWORKS PCB.msi”

ACTIVSERIALNUMBER=”1234123412341234ABCDEFGH” INSTALLDIR=”C:\Program

Files\SOLIDWORKS Corp\SOLIDWORKS PCB” /qb

SOLIDWORKS VIsualize and Visualize Boost

For SOLIDWORKS Visualize: msiexec. /i “admin_image_path\SOLIDWORKS Visualize.msi”

ACTIVSERIALNUMBER=”1234123412341234ABCDEFGH” INSTALLDIR=”C:\Program

Files\SOLIDWORKS Corp\SOLIDWORKS Visualize” /qb

For SOLIDWORKS Visualize Boost: msiexec /i “admin_image_path\SOLIDWORKS Visualize Boost.msi”

ACTVISERIALNUMBER=”1234123412341234ABCDEFGH” INSTALLDIR=”C:\Program

Files\SOLIDWORKS Corp\SOLIDWORKS Visualize Boost” /qb

Command-Line Properties

Command-line properties describe here include feature properties, global properties, product-specific properties and Windows location conventions.

Command-Line Feature Properties

SOLIDWORKS installation supports these ADDLOCAL properties for command-line deployment.

• CircuitWorks

• CoreSOLIDWORKSTaskScheduler

• ExampleFiles

• FeatureWorks

• HelpFiles

• Manuals

Multiple Installations

• Motion

• PhotoView

• RealViewGraphicsdisplay

• ScanTo3D

• Simulation

• SolidWorks

• SolidWorksAnimator

• SolidWorksCosting

• SolidWorksDesignChecker

• SolidWorksRoutedsystems

• SolidWorksToolbox

• SolidWorksUtilities

• TolAnalyst

• VSTA

When specifying properties for command-line installation:

• SOLIDWORKS does not support product installation using the ADDSOURCE option.

• Properties are case sensitive, cannot contain spaces or dashes, and must be separated by commas.

Mixed case SolidWorks must be specified in ADDLOCAL properties for the application to install correctly.

Command-Line Global Properties

Each property is defined for administrative or individual installations, unless otherwise noted. Serial numbers can be passed to both an administrative installation and an individual installation using global properties.

Property

ENABLEPERFORMANCE

Description

Whether the application should automatically send performance data to SOLIDWORKS

Corporation.

To send performance data.

Do not send performance data.

INSTALLDIR

MBDSERIALNUMBER

MOTIONSERIALNUMBER

Installation folder for SOLIDWORKS.

Individual installations only.

Serial number for the SOLIDWORKS Model Based

Definition product.

Serial number for the SOLIDWORKS Motion product.

Multiple Installations

Property

OFFICEOPTION

REINSTALL

REINSTALLMODE

Description

Specify product package to install:

SOLIDWORKS Client

SOLIDWORKS Office

SOLIDWORKS Professional

SOLIDWORKS Premium

Specify ALL to update all features currently installed.

Specify this property only when updating to a

Service Pack release within an existing major release (for example, updating an existing

SOLIDWORKS 2017 SP01 installation to

SOLIDWORKS 2017 SP02).

Microsoft Installer re-installation options.

For example, when upgrading an installation from one Service Pack release to another within the same major release, you should specify

REINSTALLMODE=vomus

For details about REINSTALLMODE settings, see the Windows Installer documentation at

www.microsoft.com

Specify this property only when updating to a

Service Pack release within an existing major release (for example, updating an existing

SOLIDWORKS 2017 SP01 installation to

SOLIDWORKS 2017 SP02). Do not specify this property the first time you are installing a new major release of SOLIDWORKS.

Multiple Installations

Property

SERVERLIST

SIMULATIONSERIALNUMBER

SOLIDWORKSSERIALNUMBER

SWMIGRATE

TOOLBOXFOLDER

Description

SolidNetWork server list.

The SolidNetWork server list is a delimited list of strings, each of which refers to a port number on a server with the format:

• Triad (comma delimited)

=xxxxx@server_name1,yyyyy@server_name2,zzzzz@server_name3

• Non-Triad (semi-colon delimited) =

xxxxx@server_name1;yyyyy@server_name2;zzzzz@server_name3

X and Y are single digits. After the last server in the list, do not put a delimiter.

Individual installations only.

Serial number for the SOLIDWORKS Simulation product.

Serial number for the SOLIDWORKS product, which includes all add-ins.

SOLIDWORKS version to upgrade as it would be shown in the list in the SOLIDWORKS Install

Choice dialog box. For example:

SWMIGRATE="SOLIDWORKS 2017 x64 Edition

SP01"

Specify this property only when installing a new major release while there is a prior major release currently installed. Do not specify this property when upgrading from one Service

Pack release to another within the same major release.

Installation folder for SOLIDWORKS Toolbox files.

Individual installations only.

For example: TOOLBOXFOLDER = "C:\SOLIDWORKS

Data"

Multiple Installations

Property

TRANSFORMS

UPGRADESWINSTALL

Description

Contains language-specific items of the form:

TRANSFORMS number.mst

• Chinese (1028)

• Chinese-Simplified (2052)

• Czech (1029)

• English (1033)

• French (1036)

• German (1031)

• Italian (1040)

• Japanese (1041)

• Korean (1042)

• Polish (1045)

• Portuguese-Brazilian (1046)

• Russian (1049)

• Spanish (1034)

• Turkish (1055)

Specify whether to upgrade an existing version of SOLIDWORKS to the current version.

New installation, do not update.

Update

Individual installations only.

Specify this property only when installing a new major release while there is a prior major release currently installed. Do not specify this property when upgrading from one service pack release to another within the same major release.

Multiple Installations

eDrawings Command Line Properties

These command-line properties are specific to eDrawings

Property

ADDLOCAL

Description

Specifies which portion of the eDrawings application to install.

All is the recommended option.

Command Line Syntax Feature

All

CALS

Inventor eDrawingsViewer

Installs all the features. The eDrawings application searches for installed SOLIDWORKS and

AutoCAD publisher applications to validate the install.

View CAL files in the eDrawings

Viewer

Create eDrawings files from the

Autodesk Inventor application.

View eDrawings and other files.

ProE

DXFDWGTranslator

Shortcuts

XML3D

View ProE files using the eDrawings Viewer

View DXF/DWG files in the eDrawings Viewer.

Install desktop shortcut.

View 3DXML files in the eDrawings Viewer.

INSTALLDIR

LOGPERFORMANCE

Specifies the installation folder for eDrawings

Specifies whether the application should automatically email performance data to SOLIDWORKS Corporation.

Send performance data

Otherwise

Multiple Installations

Property

SNLSERVER

Description

Enter the port@servername for your SolidNetWork License server.

Use semi-colons to separate multiple port@servername combinations.

A port server name for SNLSERVER is only required for the

SOLIDWORKS SNL server configuration.

list_of_port@server_strings is a list of strings delimited by semi-colons, each of which refers to a port number on a server with the format:

xxxxx@server_name1; yyyyy@server_name2; where x and y are single digits. After the last server in the list, do not put a semi-colon.

SOLIDWORKS Composer/Composer Player Command-Line

Properties

These command-line properties are specific to SOLIDWORKS Composer and SOLIDWORKS

Composer Player.

For SOLIDWORKS Composer:

Property

ACTIVSERIALNUMBER

ACTIVSERIALNUMBERPLAYERPRO

ADDLOCAL

Description

SOLIDWORKS Composer serial number.

Optional. SOLIDWORKS Composer Player

Pro serial number.

If you install the complete application, you do not need to specify the following items.

Required:

• Licensing

• Documents_2D

• Eula

• InterOps

• LicenseSupportFiles

• PlugIns

• SWComposerCommon

• SWPlayer

Optional:

• Sync3Dvia

INSTALLDIR Specifies the installation folder for the

SOLIDWORKS Composer software.

For SOLIDWORKS Composer Player:

Multiple Installations

Property

ACTIVSERIALNUMBERPLAYERPRO

INSTALLDIR

Description

Optional. SOLIDWORKS Composer Player

Pro serial number.

Specifies the installation folder for the

SOLIDWORKS Composer Player software.

SOLIDWORKS Explorer/Workgroup PDM Command-Line Properties

These command-line properties are specific to SOLIDWORKS Explorer and SOLIDWORKS

Workgroup PDM.

For SOLIDWORKS Explorer/Workgroup PDM client:

Client Property Description

EXPLORERORPDM

SOLIDWORKS Explorer only

Workgroup PDM features can be installed

ADDLOCAL

• Standalone

• Client

• Client64

• VaultAdmin

• AutoCADRxxxx

• DocMgr

• DocMgr64

• LicenseEXE

Standalone is the Contributor and Client is the SOLIDWORKS Add-in for

SOLIDWORKS Explorer silent installations.

If you specify AutoCAD, AutoCAD must be installed on your system. Workgroup PDM locates the appropriate version of AutoCAD.

You can specify more than one version of

AutoCAD:

• AutoCADR14Addin

• AutoCADR2000Addin

• AutoCADR2004Addin

• AutoCADR2005Addin

• AutoCADR2006Addin

Client64 and DocMgr64 work with only

64-bit SOLIDWORKS Explorer installations.

Multiple Installations

Client Property

INSTALLDIR

VAULTDATA

VAULTNAME

Description

Specifies the installation folder for

Workgroup PDM.

Specifies the SOLIDWORKS serial number.

ACTIVSERIALNUMBER

For Workgroup PDM Server:

Server Property

ADDLOCAL

INSTALLDIR

LICENSE_SERVER

Description

• Vault

• WebPortal

• API

If you specify WebPortal (the Viewer), you must also specify VAULTNAME.

Specifies the installation folder for

Workgroup PDM.

Specifies the name of the computer where the license server resides.

Specifies the path and folder of the vault.

Specifies the name of the computer where the vault resides.

SOLIDWORKS Flow Simulation Command Line Properties

These command-line properties are specific to SOLIDWORKS Flow Simulation.

Property

ACTIVSERIALNUMBER

Description

SOLIDWORKS Flow Simulation standalone serial number.

(Individual installations and client installations from an administrative image)

CWUPGRADEINSTALL

Upgrades an existing version of a particular

SOLIDWORKS Flow Simulation application software.

Update

New installation; install in a new directory

(Individual installations and client installations from an administrative image)

Multiple Installations

Property

INSTALLDIR

SERVERLIST

SOLIDWORKSPATH

Description

Specifies the installation for a particular

SOLIDWORKS Flow Simulation application software.

(Individual installations only)

List of strings delimited by semi-colons, each of which refers to a port number on a server with the format:

xxxxx@server_name1;

yyyyy@server_name2;& where x and y are single digits. After the last server in the list, do not put a semi-colon.

Specifies the folder where the SOLIDWORKS software is installed.

(Individual installations and client installations from an administrative image)

SOLIDWORKS Inspection Command Line Properties

These command-line properties are specific to SOLIDWORKS Inspection.

Property

ACTIVSERIALNUMBER

Description

SOLIDWORKS Inspection serial number.

(Individual installations and client installations from an administrative image)

INSTALLDIR

SERVERLIST

Specifies the installation for the

SOLIDWORKS Inspection application software.

(Individual installations only)

List of strings delimited by semi-colons, each of which refers to a port number on a server with the format:

xxxxx@server_name1;

yyyyy@server_name2;& where x and y are single digits. After the last server in the list, do not put a semi-colon.

Multiple Installations

SOLIDWORKS Visualize Command Line Properties

These command-line properties are specific to SOLIDWORKS Visualize.

Property

ACTIVSERIALNUMBER

Description

SOLIDWORKS Visualize serial number.

(Individual installations and client installations from an administrative image)

INSTALLDIR

SERVERLIST

Specifies the installation for the

SOLIDWORKS Visualize application software.

(Individual installations only)

List of strings delimited by semi-colons, each of which refers to a port number on a server with the format:

xxxxx@server_name1;

yyyyy@server_name2;& where x and y are single digits. After the last server in the list, do not put a semi-colon.

MSI File Locations for Administrative Images

To create administrative images from the command line, the product component .msi

files are stored in these locations on the SOLIDWORKS media.

SOLIDWORKS (core product, English)

swwi\data\SOLIDWORKS.msi

SOLIDWORKS (non-English language components)

Traditional

Chinese

Simplified

Chinese

Czech

French

German

Italian

Japanese

Korean swwi\lang\chinese\chinese.msi

swwi\lang\chinese-simplified\chinese-simplified.msi

swwi\lang\czech\czech.msi

swwi\lang\french\french.msi

swwi\lang\german\german.msi

swwi\lang\italian\italian.msi

swwi\lang\japanese\japanese.msi

swwi\lang\korean\korean.msi

Multiple Installations

Polish

Portuguese

(Brazilian)

Russian

Spanish

Turkish swwi\lang\polish\polish.msi

swwi\lang\portuguese-brazilian\portuguese-brazilian.msi

swwi\lang\russian\russian.msi

swwi\lang\spanish\spanish.msi

swwi\lang\turkish\turkish.msi

DocManager APIs

swdocmgr\SOLIDWORKS Document Manager API.msi

eDrawings

eDrawings\eDrawings.msi

eDrawingsAPI SDK

eDrwAPISDK\eDrawings API SDK.msi

eDrawings Shaders

eDrawingsShaders\eDrawings.msi

Flow Simulation

Flow Simulation\SOLIDWORKS Flow Simulation.msi

PhotoView 360 Network Render

pvnetworkrender\pvnetrender.msi

SolidNetWork License Manager

swlicmgr\SOLIDWORKS SolidNetWork License Manager.msi

SOLIDWORKS Activation Wizard

swactwizard\Activation Wizard.msi

SOLIDWORKS API SDK

apisdk\SOLIDWORKS API SDK.msi

SOLIDWORKS Composer

composer\SOLIDWORKS Composer.msi

Multiple Installations

SOLIDWORKS Explorer

swexplorer\SOLIDWORKS Explorer.msi

SOLIDWORKS Inspection

Inspection\SOLIDWORKS Inspection.msi

SOLIDWORKS PDM

SOLIDWORKS PDM Professional provides an API, but it is available only for the Client and is not available in an .msi file. For information, see the API guide in the SOLIDWORKS

PDM Client install\API directory.

SOLIDWORKS Plastics

plastics\SOLIDWORKS Plastics.msi

SOLIDWORKS Viewer

swviewer\SOLIDWORKS Viewer.msi

Workgroup PDM Server

pdmwserver\SOLIDWORKS Workgroup PDM Server.msi

Deploying an Administrative Image Using Microsoft Active

Installing Windows Prerequisites Using Microsoft Active

Administration of Multiple Installations

For multiple installations, administrative tasks include upgrading administrative images to new releases, applying service pack updates, and removing installations.

Upgrading Administrative Images to a New Release

To update clients who installed from an administrative image, first update the administrative image and then configure the clients to reference the new copy of the image.

Run SOLIDWORKS Installation Manager from the Internet so that the correct files are referenced. SOLIDWORKS Installation Manager will redirect itself to do this, or you can run the update directly from the SOLIDWORKS Downloads Web site

(

http://www.solidworks.com/sw/support/downloads.htm

Once you have updated the administrative image (which creates a new copy of the image), you can update clients by having them reference the new copy of the administrative image.

If clients referenced the previous version of the administrative image using a mapped drive or a shared directory, you could redefine that mapped drive or shared directory using the location of the updated copy of the administrative image.

Downloading Updated Installation Files for Administrative Images

SOLIDWORKS Installation Manager can detect when you need updated installation files when upgrading an administrative image.

Start SOLIDWORKS Installation Manager by inserting the DVD.

On the Welcome screen, select Administrative image.

On the Serial Number screen, enter the SOLIDWORKS serial number.

SOLIDWORKS Installation Manager checks the SOLIDWORKS Web site for your licensed products and available service packs.

If the Newer Version Available screen appears, select Yes, download and install a

newer version: version.

SOLIDWORKS Installation Manager starts a new session to install the newer version.

Multiple Installations

If there is a problem with the download folder, Download Options might appear, in which case, accept the default directory for the new installation files or enter a new directory name.

If you see a message that the directory does not exist, click Yes to create it.

On the Download Complete screen, click Close to close the current installer and start the installer for the new version.

Upgrading an Administrative Image

To upgrade an administrative image, SOLIDWORKS Installation Manager creates a new image directory. You then direct clients to use the new administrative image directory to upgrade to that product version.

This process assumes you have downloaded any updated installation files for the administrative image. For details, see Downloading Updated Installation Files for

Administrative Images.

Start SOLIDWORKS Installation Manager. For details, see Initiating SOLIDWORKS

Installation.

On the Welcome screen, select Administrative image.

Administrative image creation options appear.

Option Description

Create a new image using default settings.

Create the image using the default configuration settings (that is, not based on the settings currently established for an existing administrative image at your site).

Create a new image using settings and files from an existing image.

On the Serial Number screen, check the serial number.

On the Summary (Ready to Create Image) screen, check that the administrative image options are correct.

For details about individual administrative image and installation options, click

CHANGE to go to the option page and then click Help.

To create the new version of the administrative image, click Create Now.

You can now upgrade clients to this new version of the administrative image. For details, see Upgrading Clients from Administrative Images.

Upgrading Clients from Administrative Images

SOLIDWORKS Installation Manager can automatically update client computers installed from an administrative image.

Typically, administrative images are organized in folders on a server. To support the automatic upgrade of clients, the administrative image must be located in a shared folder.

Multiple Installations

After upgrading the administrative image, the original installation will be in one folder and the upgraded installation will be in another folder. To use the upgraded installation, remove the sharing option from the original administrative image folder and then add the sharing option to the upgraded administrative image folder.

When SOLIDWORKS starts on a client machine that installed from the original administrative image, it sees the new version and upgrades the client.

This behavior only applies to SOLIDWORKS installations. No other products support it.

Removing the Sharing Option from the Original Administrative Image

Folder

When upgrading an administrative image that is accessed from a shared folder, you must remove the sharing option from the original folder.

Browse to the folder where the original administrative image files are located.

Right-click the folder and select Properties.

On the Sharing tab, select Do not share this folder, and then click OK.

Now add the sharing option to the upgraded administrative image folder as described in

Adding the Sharing Option to an Upgraded Administrative Image Folder.

Adding the Sharing Option to an Upgraded Administrative Image Folder

Once you have created an updated administrative image folder and disabled the sharing for the original administrative image folder, you must add the sharing option to the new folder to re-enable the administrative image.

Browse to the folder where the upgraded administrative image files are located.

Right-click the folder and select Properties.

On the Sharing tab, specify the sharing properties appropriate for your organization or group and change the share name to the name used for the original administrative image folder.

Computers that installed from the original administrative image share location will upgrade to the new version automatically when starting SOLIDWORKS.

Service Pack Product Update Administration

Service Pack product updates can contain updates for system reliability, program compatibility, security, and so on.

You can acquire product updates in two ways:

• By using SOLIDWORKS Installation Manager to check for, download, and install updates.

You can initiate SOLIDWORKS Installation Manager manually, or schedule it to check periodically for updates.

• By downloading service packs manually from the SOLIDWORKS support Web site.

Service packs are applied as patches to an existing software version. For example,

SOLIDWORKS 2017 SP1.0 is a service pack for SOLIDWORKS 2017 SP0.0. You can install these service packs using SOLIDWORKS 2017 Installation Manager; you cannot install them using SOLIDWORKS Installation Manager in SOLIDWORKS 2016.

Multiple Installations

For instructions on downloading and installing service packs, see the installation documentation for the SOLIDWORKS version you are updating.

Rolling Back Service Packs in an Administrative Image

You can roll back an administrative image to an earlier installed service pack. If you installed the SOLIDWORKS software with disks, you need the original disks to restore a service pack. You must have saved a copy of the earlier administrative image.

Administrative images that have been upgraded cannot be rolled back to a previous service pack. Administrative images created with any method other than SOLIDWORKS

Installation Manager cannot be rolled back to a previous version. Clients installed from these administrative images must be uninstalled and then reinstalled using an administrative image created from the previous version.

Delete the folder that contains the current administrative image. To do this, open the

Command Prompt window and enter: rmdir /s/q path_to_current_administrative_image

Move the backup copy of the administrative image to the location where you deleted the current administrative image. To do this, open the Command Prompt window and enter: move path_to_backup_administrative_image

path_to_current_administrative_image

After you roll back an administrative image, client computers roll back automatically the next time they run the SOLIDWORKS software.

Applying Service Packs to Clients Deployed with Microsoft Active

Removing an Installation

You can remove an installation on an individual computer or in a client/server environment.

Make sure no SOLIDWORKS sessions are active.

If you wish to move the SOLIDWORKS license to another computer, deactivate the license to that computer before removing the SOLIDWORKS installation on this computer.

For more information, see Moving a License.

In Windows 7 or later, launch the Control Panel > Programs and Features.

Select the product component to remove.

On the Uninstall screen: a) Select the products to remove. By default, all product components are selected.

b) Clear the products that you do not want to remove.

c) Choose whether to perform a custom or complete uninstall. By default, the

SOLIDWORKS Installation Manager performs a standard uninstall and removes the

Program Files and Folders.

1. Click Change in Advanced Options.

The Advanced Options screen appears and the Program Files and Folders option is selected

2. Select one or more options to perform a custom uninstall, or select all options to perform a complete uninstall.

3. Click Back to Summary.

4. On the Summary screen, expand Advanced Options to display the uninstall method and entries.

d) Click Remove Items.

SOLIDWORKS Workgroup PDM

A Workgroup PDM system is illustrated as follows:

• A computer can contain only one Vault.

• The Vault directory cannot be a hidden or read-only directory.

• As a client/server application, Workgroup PDM performance depends on a robust network.

• If your users maintain a large number of documents, performance is improved if you create more projects or subprojects with fewer documents per project instead of keeping the documents in a smaller number of projects with more documents per project.

End-of-Life Announcement

Installation

• Clients and the VaultAdmin, API, and Viewer can be installed on the same computer as the

Vault, or on different computers.

• It is not necessary to install the Workgroup PDM Server to install the client API. The client

API is installed during the Workgroup PDM Client installation.

• To configure the vault folder on a remote location, type the full Universal Naming Convention

(UNC) path when prompted for the server destination. (For details, see

UNC Format

on page 155.)

SOLIDWORKS Workgroup PDM

• Installing or updating the vault requires a computer reboot.

• If the Workgroup PDM Server Service does not start automatically after rebooting, you must start it manually. In Windows Explorer, run pdmwvault.exe in the drive letter:\

SOLIDWORKS Workgroup PDM\Vault folder.

• When you install a Workgroup PDM client, you must install solidworksexplorer.exe on each computer. This executable can be on a shared drive. The Workgroup PDM Vault, Viewer,

API Client, and VaultAdmin are not installed on each client computer.

If you are running Windows 8, refer to Tips for Using SOLIDWORKS with Microsoft Windows for tasks such as accessing Start or the Control Panel. These steps may vary depending on how Windows 8 is configured on your system. Consult Microsoft Windows documentation for additional instructions and options.

Licenses

• A license for Workgroup PDM API is included with the licenses of SOLIDWORKS clients and

Explorer clients. Check-in APIs require client licenses.

• A Workgroup PDM Viewer license must be installed with the vault to enable the Viewer.

Permissions

• The vault administrator should have write permission for installation and for the vault folder.

• The vault administrator should manage the vault folder from the VaultAdmin, not with

Windows Explorer.

• Users should never have write permission in Windows Explorer for the vault folder.

Security, Ports, and Duplex Settings

• Workgroup PDM must be able to install as a Windows service, so other applications cannot be allowed to block or filter the service. For example, if anti-spyware tools such as Microsoft

AntiSpyware display an alert requiring approval during the installation process, click Allow so the Workgroup PDM Server is installed as a Windows Service.

• If you install Workgroup PDM on a computer with an active firewall, you must enable

Workgroup PDM ports as exceptions in the firewall setup.

Typically, the ports are:

• 20000 (VaultAdmin)

• 30000 (Data)

• 40000 (Request)

• 80 (Viewer)

For information on changing the port settings, see Troubleshooting for Vault Administrators in the Workgroup PDM and SOLIDWORKS Explorer help and the Microsoft Windows help for

Security Center. To install the Workgroup PDM Vault and the Viewer concurrently, use the

Custom option in the Setup Type dialog box.

• The duplex setting for servers and their corresponding ports should be the same; for example, both could be 100MB Full or both could be Auto.

SOLIDWORKS Workgroup PDM

SOLIDWORKS Toolbox Documents

SOLIDWORKS Toolbox documents are common hardware components that usually do not require revision control and are not checked in to the Workgroup PDM Vault. See the Workgroup

PDM online help for details about configuring SOLIDWORKS Toolbox and other standard libraries.

This chapter includes the following topics:

•

Workgroup PDM Viewer

•

Installing a Workgroup PDM Server

•

Configuring Workgroup PDM for Clients

•

Installing Workgroup PDM Server and Viewer in a Perimeter Network

•

Workgroup PDM Client Access

•

Workgroup PDM VaultAdmin Administration

Workgroup PDM Viewer

The Workgroup PDM software automatically sets up a virtual directory during installation using Microsoft Internet Information Services (IIS).

You must install Microsoft Internet Information Services (IIS) before installing the

Viewer.

Required components include:

• Web Management Tools

• IIS Management Console

• World Wide Web Services: Application Development Features

• .NET Extensibility

• ASP.NET

• CGI

• ISAPI Extensions

• ISAPI Filters

See Microsoft documentation for IIS installation instructions.

The Workgroup PDM Viewer installation is subject to these restrictions:

• The Web Site Content Directory is the Viewer installation folder.

• You cannot use underscore characters in the name of the machine that hosts the Viewer.

• The Viewer can point to only a single vault at any time.

Users access the Workgroup PDM Viewer by typing this URL into the address field of

Internet Explorer: http://ViewerComputerName/pdmweb/

SOLIDWORKS Workgroup PDM

Installing a Workgroup PDM Server

Installing the Workgroup PDM Server creates a Workgroup PDM vault, which is the database that stores the managed SOLIDWORKS projects.

Start SOLIDWORKS Installation Manager. See Initiating SOLIDWORKS Installation.

On the Welcome screen, select the following:

• Server products

• Install SOLIDWORKS Workgroup PDM Server (vault) on this computer.

On the Summary screen, click Change to acquire a validation code. You can acquire the code using one of the following methods:

• Internet connection

1. Enter the SOLIDWORKS serial number and an email address in the fields provided.

2. Select Validate automatically and click Get Code.

• Email

1. If your computer does not have access to an Internet connection, click Validate

manually by email. The Installation Manager generates a Validation Request file.

2. Click Save to store the file locally on the system.

3. Follow the instructions on the screen and enter the validation code.

Click Back to Summary.

On the Summary screen, click Install Now.

Configuring Workgroup PDM for Clients

After you have installed the Workgroup PDM server vault, you can then configure the vault for clients.

In the VaultAdmin, set up user and group accounts, project folders, permissions, and so on.

For instructions, see Workgroup PDM Help.

Email client users with the server computer name and their user names and passwords, which are usually not the same as their Microsoft Windows user names and passwords.

SOLIDWORKS Workgroup PDM

Configuring the Workgroup PDM Viewer to Connect to a

Different Vault Location

You can configure Workgroup PDM Viewer to connect to a different Vault location using the Windows Registry.

Update the registry path by changing the Vault Computer value:

HKEY_LOCAL_MACHINE\SOFTWARE\SOLIDWORKS\SOLIDWORKS

2017\PDMWorks Workgroup\Vault Computer

Reinstall the Workgroup PDM Viewer. In the Vault Computer Name dialog box, type the new computer name.

Configuring Mime Types for Document Downloading

You can configure mime types for document downloading using Windows Registry settings.

By default, the Viewer sends Open Document requests with the generic mime type

"application/octet-stream." Microsoft Internet Explorer then opens the requested document with the supplied file extension. You can map additional mime types or turn off mime type mappings by modifying the Mime Types registry sub-key in Windows Registry.

To map additional mime types, create additional string values under this registry sub-key:

HKEY_LOCAL_MACHINE\SOFTWARE\SOLIDWORKS\SOLIDWORKS

2017\PDMWorks Workgroup\WebPortal\Mime Types

in the form:

"ext" = "mime type"

For example:

"dxf" = "image/vnd.dxf"

You must manually create this registry sub-key before you add the values.

To turn off mime type mappings, change the Use Custom MIME Types registry value to 0 (zero).

HKEY_LOCAL_MACHINE\SOFTWARE\SOLIDWORKS\SOLIDWORKS

2017\PDMWorks Workgroup\WebPortal\Use Custom MIME Types

Restarting the web server is not required to activate this setting.

Installing Workgroup PDM Server and Viewer in a Perimeter

Network

Installing a SOLIDWORKS Workgroup PDM Web server and Workgroup PDM Viewer in a perimeter network (DMZ) has firewall implications.

Because Workgroup PDM Viewer clients communicate with the Web server over the HTTP or HTTPS ports, these ports must be open on the Internet Information Server (IIS) system where the Web server is installed.

SOLIDWORKS Workgroup PDM

• For the HTTP protocol, the default port is 80.

• For the HTTPS protocol (SSL), the default port is 443.

The Web Viewer clients themselves do not need firewall exceptions.

You must ensure that the Web server system can reach the Vault server over these default ports:

• 30000 (Data)

• 40000 (Request)

Network Configuration for Workgroup PDM Viewer in a

Perimeter Network

The network configuration shows a perimeter network server set up on a perimeter subnet and its communication to the internal and external networks.

The perimeter network server communicates to the LAN through an internal firewall. It communicates to the external network through an external firewall, a router, and a cluster of load balancers.

The Internet Explorer client connects to the Workgroup PDM Viewer/IIS server by way of port 80 (or 443 if configured to use SSL). The Workgroup PDM Viewer then connects to the Vault server using ports 30000 or 40000. The Vault server sends the requested information back to the Workgroup PDM Viewer, which then feeds the information back to the Internet Explorer client.

SOLIDWORKS Workgroup PDM

The perimeter network Web server has two IP addresses:

• The internal IP address on the LAN

• The public IP address provided by the ISP

The Web server in the perimeter network is located behind a cluster of load balancers.

Although you can get directly to the Web server for administrative tasks, all Web services traffic to the servers in the perimeter network is processed through the load balancers.

The load balancers translate the server hardware IP address to a virtual IP (VIP) on the network leg that is exposed to the public. If you browse to either the VIP or the Web server URL while attached to the network, you can see the site.

The external firewall translates the load balancer VIP to a public, route-able address.

Installing and Configuring the Workgroup PDM Web Server and Viewer

When you set up a Workgroup PDM Web server in a perimeter network, the installation location of the components is important.

• Install the IIS-enabled Web server on the perimeter subnet.

• Install the IIS-enabled Workgroup PDM Viewer on the perimeter subnet.

• Install the Workgroup PDM Vault on the primary domain or internal network on the local intranet.

The prerequisites for installing and configuring Workgroup PDM Viewer in a perimeter network are:

• Microsoft IIS 6.0 or later

• A public IP address to the Web server on the perimeter subnet, assigned by your ISP provider

To install and configure the Workgroup PDM components:

Install Microsoft IIS on the perimeter subnet server system.

Perform two SOLIDWORKS Workgroup PDM Server installations: a) First, install the Vault component on the Vault server.

b) Run the installer a second time and install the Workgroup PDM Viewer and Viewer license components on the IIS Web server. Enter the vault server computer name so that the Web portal knows where to look for the Vault server service.

When you perform the installation, the PDMWeb application is added automatically to the default IIS Web site.

Ensure that the firewall to the internal network has ports 30000 and 40000 open.

If the internal server has a fixed IP address, on the perimeter server system, edit the

C:\Windows\system32\drivers\etc\hosts file. Create a system name to IP address mapping so that the perimeter server can communicate with the internal server: a) Open the hosts file in a text editor such as Notepad.

b) Add a new line for the Vault server IP address and name.

c) Save the hosts file.

SOLIDWORKS Workgroup PDM

Workgroup PDM Client Access

Workgroup PDM clients use Microsoft Windows login access control, have Web access through the Workgroup PDM Viewer, and are updated automatically whenever the

Workgroup PDM Vault has been updated.

To log in as a Workgroup

PDM client:

Client user names and passwords are not the same in

Workgroup PDM as for Microsoft Windows login. Contact your system administrator for login information.

To connect to the

Workgroup PDM Viewer:

Contact your system administrator for the URL to connect to the Viewer.

To update the Workgroup

PDM clients:

The Workgroup PDM clients (SOLIDWORKS add-in and

Contributor) detect when the Vault has been updated. You do not need to download a service pack to update clients.

Workgroup PDM VaultAdmin Administration

After Workgroup PDM is installed, vault administrators should perform these tasks.

• Log in to the VaultAdmin.

• Change the vault administrator password.

• Create user accounts.

• Notify users of their account names and passwords.

For details, see SOLIDWORKS Workgroup PDM in the main SOLIDWORKS help.

Initial Login to Workgroup PDM VaultAdmin

When you first login to Workgroup PDM VaultAdmin, specify the Workgroup PDM administrator name and password, and the name of the computer hosting the Workgroup

PDM Vault.

In Windows, click Start > All Programs > SOLIDWORKS version > Workgroup

PDM VaultAdmin.

In the dialog box, enter this information:

Name

pdmwadmin

Password

pdmwadmin

Vault computer

The host name of the computer where the vault is installed. If you run the VaultAdmin on the computer where the vault is installed, type localhost.

Click Login.

For security reasons, we recommend that you change the password for the administrator as soon as possible. Select the Users and Groups tab in the VaultAdmin.

SOLIDWORKS Workgroup PDM

Upgrading the Workgroup PDM Vault Server

You can upgrade the Workgroup PDM Vault Server using SOLIDWORKS Check for Updates, a SOLIDWORKS installation DVD, or a Workgroup PDM upgrade file manually downloaded to a local folder.

You can install only one version of Workgroup PDM Vault Server

Ask all users to log out of the Workgroup PDM vault and then lock it.

Backup the vault data.

Use Microsoft Windows Control Panel Add/Remove Programs to remove the current version of Workgroup PDM Server.

Install the new version of Workgroup PDM Server.

• To use SOLIDWORKS Check for Updates:

1. In Windows, click Start > All Programs > SOLIDWORKS Installation

Manager > Check for Updates.

2. In the Newer Versions Available dialog box, select Download and install a

new version, select the version to install, and then click Next.

The new version of SOLIDWORKS Installation Manager downloads and runs.

• To use a SOLIDWORKS installation DVD, insert the DVD into the drive and follow the SOLIDWORKS Installation Manager instructions.

• To use the manually downloaded Workgroup PDM installation file (pdmwserver.exe), double-click the file and then follow the instructions to upgrade the Workgroup

PDM Server.

Use SOLIDWORKS Task Scheduler to update the Workgroup PDM files in the vault.

Unlock the vault and then notify users that they can return to using it.

Upgrading Workgroup PDM Clients

Clients are prompted to update the first time they log in after the vault is updated. No service pack is required for client updates.

Client Status Relative to Vault

Same version as vault

Same major release, newer than vault

Newer major release, newer than vault

Same major release, older than vault

Action

None

Optional update

Older major release, older than vault Mandatory update

For details about updating Workgroup PDM clients, see Update Clients in the Workgroup

PDM Help.

SOLIDWORKS PDM

SOLIDWORKS PDM is available in two types:

• SOLIDWORKS PDM Standard

• SOLIDWORKS PDM Professional

SOLIDWORKS PDM uses a Microsoft SQL Server database to manage file vaults.

This table lists the database systems, server components and client options available for each product type.

PDM Standard PDM Professional

Designed for Small to medium office networks, generally with less than 20 concurrent users.

Large office networks, large numbers of concurrent users

Limits Lesser of 1 sockets or 4 cores,

1 GB of RAM, and 10 GB database size

SQL Standard limits: Lesser of

4 sockets or 16 cores, 128 GB of RAM, and 524 PB database size

Database Management System Microsoft SQL Server Express

2014 (included and installed with SOLIDWORKS)

Microsoft SQL Server 2014

(included separately with

SOLIDWORKS), or previously installed instances of Microsoft

SQL Server 2014, 2012, or

2008 R2

Yes Requires SolidNetWork License

Manager?

Yes

Includes Archive Server and

Database Server?

Yes Yes

Yes Includes SOLIDWORKS PDM

Web server and Web2 Server?

Client types Native

Client add-ins for CAD Editors SOLIDWORKS, DraftSight

Native, browser-based

SOLIDWORKS, DraftSight,

Microsoft Office Integration,

Autodesk Inventor, AutoCAD

SOLIDWORKS PDM

PDM Standard

Client add-ins for Contributors DraftSight

Client add-ins for Viewers

PDM Professional

DraftSight, Microsoft Office

Integration

Microsoft Office Integration

This chapter includes the following topics:

•

Listing of PDM Server Components

•

Before Installing PDM Server

•

Installing a PDM Server with SLDIM

•

Understanding Differences between PDM Clients

•

Installing a PDM Client with SLDIM

Listing of PDM Server Components

This table summarizes the server components of the SOLIDWORKS PDM Server.

Server Function Installation

Microsoft SQL Server Express for PDM Standard

Microsoft SQL Server for

PDM Professional

SolidNetWork License

Manager

Manages data in

SOLIDWORKS PDM data vaults.

Manages data in

SOLIDWORKS PDM data vaults.

Can install with PDM

Standard, or use a version previously licensed and installed.

Ships separately with PDM

Professional. You can also use a version previously licensed and installed.

Manages SOLIDWORKS PDM licenses.

Must be installed before new vaults can be created.

Can be installed with

SOLIDWORKS PDM server components when using

SLDIM.

Archive Server

Database Server

Manages transfers of files between clients and the file vault archive, and manages users and their credentials.

Required. Install with PDM

Standard or Professional.

Polls PDM databases for updates, manages data import and export rules, manages the message system, and schedules replication and cold storage.

Required. Install with PDM

Standard or Professional.

SOLIDWORKS PDM

Server

Web Server and Web2

Server

Function Installation

Provides access to file vaults over the Internet from browser-based clients.

Optional. Install with PDM

Professional only.

Archive servers run as services on the system account of the computers where they are installed. One archive server can host multiple file vaults on the same computer.

In a standalone installation, the archive server, database server, and license server, as well as the SQL Express or SQL Server database, can all be installed on the same machine.

In a distributed environment, the server components can reside on different machines.

Also, you can set up multiple archive servers on different computers to host replicated copies of the same file vault archive. See the SOLIDWORKS PDM Professional Replication

Guide.

Before Installing PDM Server

Keep these requirements in mind before installing PDM server components:

• Obtain full administrative rights to the machines on which you are going to install servers and clients.

• Ensure that the database server has access to the archive server over TCP port 3030 and to the SQL Server over TCP port 1433.

• If you are going to use an existing SQL Server Express or SQL Server database, obtain the name of the SQL Server database and the account ID and password of a SQL Server administrator or database owner with read/write access to the database. You cannot use the tew user.

• If a PDM client is already installed on the system, uninstall it. If you want the PDM

Server and PDM Client on the same system, you can install them both from the Server products page in the SOLIDWORKS Installation Manager.

Installing a PDM Server with SLDIM

When you install the PDM Server for PDM Standard, you can install the archive server, the database server, and the PDM CAD Editor client on the same machine. You do not need to run the client installation separately.

When installing the PDM Server for PDM Professional, you can include these components, and also the Web server and Web2 server.

To install a PDM Server and its components:

Start the SOLIDWORKS Installation Manager.

On the Welcome page, select Server Products, and check the following:

• Install SOLIDWORKS PDM Server components on this computer.

• Install SolidNetWork License Manager on this computer.

If the SolidNetwork License Manager is installed, this option does not display.

If the SolidNetwork License Manager Options page displays, type a serial number and specify a location for the directory, and click Next.

Follow instructions for system warnings and click Next.

SOLIDWORKS PDM

On the Summary page, for SOLIDWORKS PDM Server, click Change.

In the SOLIDWORKS PDM Server Options page: a) For Select Server Product, click SOLIDWORKS PDM Standard or Professional.

b) For Installation Location, click Browse to specify a file path.

c) In Select Features:

1. Click Archive Server, Database Server, and Client to install these components on the same machine. If you are in a distributed environment, you can install the archive server and database server by running the Installation Manager on another machine.

If a PDM client is already installed on the machine, you must cancel the installation and uninstall the client. You can then run the SLDIM to install the

PDM server with the client together.

2. If you are installing PDM Professional, you can also click Web server and Web2

server.

d) In SQL Server, you can install a new instance of the database and management tools that comes with PDM Server (SQL Server Express for PDM Standard), or you can specify the database name, username, and password of an existing instance.

A full edition of SQL Server ships separately with PDM Professional.

e) Click Back to Summary.

On the Summary page, accept the terms of the SOLIDWORKS License Agreement and click Install Now.

When the SOLIDWORKS Installation Manager completes installing, the Archive Server

Configuration Tool launches. Follow the prompts in the wizard to configure the archive server.

To set up, configure, and troubleshoot the archive server, database server, Web and

Web2 servers, and SQL Server databases, see the relevant topics in the SOLIDWORKS

PDM 2016 Installation Guide.

Modifying a SOLIDWORKS PDM Server Installation

To modify an installation of SOLIDWORKS PDM Server and its components, use Programs and Features from the Windows Control Panel. You cannot modify the installation with

SOLIDWORKS Installation Manager (SLDIM), even if that is what you used to install

SOLIDWORKS PDM Server.

Understanding Differences between PDM Clients

Before installing the client software, you must determine what clients are needed depending on your PDM environment.

This table summarizes the clients for SOLIDWORKS PDM Standard:

SOLIDWORKS PDM

Standard Client type

CAD Editor

Contributor

Viewer

Description

Supports working with SOLIDWORKS,

DWG/DXF format, Microsoft Word, and

Microsoft Excel files. All file formats, that

Office plug-in handles, behave in the same way in SOLIDWORKS PDM Standard except

Preview.

Supports working with SOLIDWORKS,

DWG/DXF format, Microsoft Word, and

Microsoft Excel files.

Allows read-only access to file vaults. User can transition files through a workflow, but user cannot add or modify (check out, check in, update values) files.

This table summarizes the clients for SOLIDWORKS PDM Professional:

Professional Client type Description

CAD Editor & Web

Contributor & Web

Viewer

Supports working with all file types, including enhanced management and previewing of CAD formats such as

SOLIDWORKS. CAD add-ins allow users to access SOLIDWORKS PDM Professional from within the CAD application. Remote users can search vaults and perform basic functions over the Internet using the Web and Web2 clients.

Supports working with all file types, including CAD files. However, the CAD add-ins are not supported on this client type. Remote users can search vaults and perform basic functions over the Internet using the Web and Web2 clients.

Allows read-only access to file vaults. User can transition files through a workflow, user cannot add or modify (check out, check in, update values) files or use CAD add-ins.

Installing a PDM Client with SLDIM

To install a PDM Client:

Start the SOLIDWORKS Installation Manager.

On the Welcome page, select Individual.

SOLIDWORKS PDM

On the Serial Number page, click Next.

SOLIDWORKS PDM clients do not require a separate serial number.

Follow instructions for system warnings and click Next.

On the Summary page, under Products, click Change.

On the Product Selection page, click Select different packages or products.

In the Select the package you want to show dialog box, select an edition of

SOLIDWORKS. Then click OK.

On the Product Selection page, select SOLIDWORKS PDM Client. Then select

eDrawings to enable the PDM Preview functionality. If you are using SOLIDWORKS

PDM Professional, you can also select Item Explorer.

On the Summary page, expand SOLIDWORKS PDM Options and click Change.

10. On the SOLIDWORKS PDM Client Options page, select the following and click Back

to Summary:

• PDM product type

• PDM client type

• Add-ins

11. On the Summary page, accept the terms of the SOLIDWORKS License Agreement and click Install Now.

Administrators can also use the Administrative Image Option Editor to create and deploy images of PDM clients. For details, see Using Administrative Images in the

SOLIDWORKS Installation and Administration Guide.

SOLIDWORKS Electrical

The major components of SOLIDWORKS Electrical are:

• SOLIDWORKS Electrical Schematic - Tools for 2D dynamic electrical schematic creation.

• SOLIDWORKS Electrical 3D - Tools to integrate 2D schematics with 3D models, so you can model electrical systems in 3D, including cables and wires.

• Data - A database of parts, symbols, libraries and catalogs that can be shared by users.

• Collaborative Server - A utility to manage the opening and updating of electrical drawings.

• An instance of the Microsoft SQL Server database.

SOLIDWORKS Electrical requires a Microsoft SQL Server database. It can use an existing database, or a new instance as part of the installation.

You can install all SOLIDWORKS Electrical components on the same machine. This installation is typically regarded as a standalone install. All program data, such as project drawings and reports, are stored on a single system. Full administrative rights to the system are required prior to installing SOLIDWORKS Electrical.

You can also install the SOLIDWORKS Electrical components as a client/server application.

This installation is required when data must be stored on a network server, or where there is an existing SQL Server database on a network server that stores all the SOLIDWORKS Electrical databases. In these cases, full administrative rights are required on both the server and client systems. Also, client systems must have network access to the server and read/write privileges for creating projects, libraries and symbols.

This chapter includes the following topics:

•

Managing Data in SOLIDWORKS Electrical

•

Requirements for Installing SOLIDWORKS Electrical

Managing Data in SOLIDWORKS Electrical

Many programs use a single database which contains all the program data. This is not the case with SOLIDWORKS Electrical. Each project in SOLIDWORKS Electrical is assigned a unique ID number, and every project has a related database that can be identified based on its unique ID number. For example, in the SOLIDWORKS Electrical Project

Manager, if you find a project with ID#112, then the associated database is named

“tew_project_data_112.”

The reason for having a unique database for each project is that it significantly reduces process time. Also, in the case of a critical database failure, only one project is affected, retaining the integrity of the majority of the program information.

However, some companies have policies that restrict the creation of new databases. To run SOLIDWORKS Electrical, there can be no restrictions on

SOLIDWORKS Electrical

creating new databases by users. Check with the system or database administrator to ensure that no configuration settings prevent users from creating new databases.

Requirements for Installing SOLIDWORKS Electrical

To access current system requirements, see

http://solidworks.com/System_Requirements

Individual and Server Options

You can install SOLIDWORKS Electrical in either individual or server mode.

It is important to note that SOLIDWORKS Electrical needs to connect to an instance of

SQL Server, whether it is an existing or a new instance.

In individual mode, you can install the following components:

• SOLIDWORKS Electrical Schematic

• SOLIDWORKS Electrical 3D

• Collaborative Server

• Data

• A new instance of the SQL Server database

In server mode, you can install the following components:

• A new instance of the SQL Server database

• Collaborative Server

• Data

You can combine components from individual and server modes to create a client/server environment. For example, you can install SOLIDWORKS Electrical Schematic and

SOLIDWORKS Electrical 3D on client systems, and install all server components on a server system.

Specifying the Data Location

For the data location, select a directory to store program data such as parts, templates, and 2D and 3D symbols. This location should be a dedicated directory. It cannot be a root directory or the same directory used to store SOLIDWORKS data.

The default directory is C:\ProgramData\SOLIDWORKS Electrical. A folder called Update is added to the same directory to store all of the available program data.

When you launch SOLIDWORKS Electrical for the first time, the Update Data wizard displays. In this wizard, you can select the data to be added into the application and the SQL Server database.

Configuring the Collaborative Server

To run SOLIDWORKS Electrical, you must install the Collaborative Server on the same system that hosts the Microsoft SQL Server database.

SOLIDWORKS Electrical

The Collaborative Server must be running at all times, and have constant, uninterrupted, bidirectional communication with clients through firewalls and virus scanners.

To install the Collaborative Server either in individual or server mode, you must specify the following parameters:

• The machine name, such as LOCALHOST

• The IP address of the machine, such as 127.0.0.1

• The port number, such as 26666

To provide uninterrupted bidirectional communication, make sure that port number 26666 is available on the system where the Collaborative Server is installed. If port 26666 is not accessible, work with the system administrator to find another port that can be accessed by SOLIDWORKS Electrical.

Configuring Microsoft SQL Server

You must insure that an instance of the SQL Server database is available for any type of

SOLIDWORKS Electrical installation. You can use an existing SQL Server database if it is already installed on the system, or install a new instance as part of the SOLIDWORKS

Electrical installation.

When you install a new instance of SQL Server, SOLIDWORKS installation provides a free version of Microsoft SQL Server Express. This version is limited to 1 CPU, 1 GB of memory, and 10 GB of data. The memory and CPU limitations are sufficient to support 5 concurrent users.

If you install SQL Server Express Edition, ensure that the server software and hardware meet the requirements listed

http://solidworks.com/System_Requirements

However, if there are more 6 or more concurrent users on the same server, you should purchase and install a full version of SQL Server, and use the workflow described for installing SOLIDWORKS Electrical with an existing instance of SQL Server.

For information about the SQL Server Express Edition, consult the Microsoft SQL Server documentation.

New Instances of SQL Server

If you install a new instance of SQL Server, you need full administrative rights to the server, and also to any client systems. You must also ensure that clients have read/write privileges for the database, so they can create and modify projects, libraries, symbols and other project data.

When you install a new instance of SQL Server, select a name other than the default.

Existing Instances of SQL Server

You need a user account that has full administrative rights to the SQL Server database to install new SOLIDWORKS Electrical databases or to connect to a SOLIDWORKS Electrical installation on an existing instance of SQL Server.

For SOLIDWORKS Electrical to function properly, you must enable SQL Server for mixed mode authentication. Mixed mode authentication allows the use of either Windows or

SQL Server credentials.

SOLIDWORKS Electrical

To connect to an existing SQL Server database, you can use Windows or SQL Server authentication. Enter a user name and password for a Windows or SQL Server login that has full SQL Server administrative rights.

You cannot use the ‘tew’ user to connect to SQL Server for installation. Contact your SQL

Server administrator or system administrator for help to obtain a login with the proper credentials for SQL Server.

Post Installation of SQL Server

After SOLIDWORKS Electrical is installed, the SQL Server instance creates the following databases in SOLIDWORKS Electrical:

• TEW_APP_DATA

• TEW_APP_MACRO

• TEW_APP_PROJECT

• TEW_CATALOG

• TEW_CLASSIFICATION

• TEW_SQLEXPRESS

SOLIDWORKS PCB

SOLIDWORKS

PCB (formerly PCBWorks) is a PCB (printed circuit board) design tool that is integrated with the SOLIDWORKS 3D design software. It is installed by SOLIDWORKS

Installation Manager as part of the Individual installation.

An electrical engineer using SOLIDWORKS PCB can make changes to a printed circuit board and push those changes to a shared repository. A mechanical engineer using the SOLIDWORKS software can pull the changed circuit board from the repository, analyze the modifications, make additional changes, and push the design back to the repository, where it can then be accessed again by the electrical engineer.

To enable this collaboration, you must install SOLIDWORKS PCB Services, which manages the repository on a shared server. It is installed by SOLIDWORKS Installation Manager as part of a Server installation and does not require a separate license. It includes Microsoft Internet

Information Services and a database that stores data used to synchronize the work of the electrical and mechanical designers.

In network environments, SOLIDWORKS PCB Services is typically installed on a share server that is not running the SOLIDWORKS software. It can also be installed with other SOLIDWORKS

PCB components on a single machine. SOLIDWORKS PCB Services must be running at all times, and have uninterrupted, bidirectional communication through firewalls and virus scanners with clients running SOLIDWORKS PCB and the SOLIDWORKS software, and with any clients running Altium Designer that are going to be integrated with the SOLIDWORKS software.

It is recommended that you install SOLIDWORKS PCB Services before installing SOLIDWORKS

PCB.

In addition, another component called SOLIDWORKS PCB add-in must be installed on machines running the SOLIDWORKS software. It is installed by default in SOLIDWORKS 2017 and in

SOLIDWORKS 2016 SP3, and can be separately installed for SOLIDWORKS 2015 SP5.

Electrical engineers who have licensed Altium Designer can also exchange designs with

SOLIDWORKS 3D design software users through the repository. To do this exchange, users need to install the SOLIDWORKS PCB Connector. This software is installed from the Altium

Designer client.

This chapter includes the following topics:

•

Prerequisites

•

Installing PCB Services with SLDIM

•

Installing PCB with SLDIM

•

Changing the Default Admin Login

•

Installing PCB Add-In for SOLIDWORKS 2015 SP5 Clients

•

Installing the PCB Connector for Altium Designer

•

Post Installation

•

Uninstalling PCB Services

SOLIDWORKS PCB

Prerequisites

Before installing, you must have the following prerequisites:

• a SOLIDWORKS PCB serial number.

• a SOLIDWORKS PCB Connector serial number for any Altium Designer clients that are going to be integrated with the SOLIDWORKS software.

To access current system requirements, see

http://solidworks.com/System_Requirements

Installing PCB Services with SLDIM

To install SOLIDWORKS PCB Services:

Start the SOLIDWORKS Installation Manager.

On the Welcome page, select Server Products.

Then select Install SOLIDWORKS PCB Services on this computer and click Next.

Follow instructions for system warnings and click Next.

On the Summary page, accept the default settings for SOLIDWORKS PCB Services or click Change to specify settings for the following:

• Installation location

• Database folder

• Revisions file folder

• Port number

PCB Services includes Microsoft Internet Information Services and a database that stores data used to synchronize the work of the electrical and mechanical designers.

The default port number is 9780.

Accept the terms of the SOLIDWORKS License Agreement and click Install Now.

Installing PCB with SLDIM

To install SOLIDWORKS PCB:

Start the SOLIDWORKS Installation Manager.

On the Welcome page, select Individual.

Do the following: a) Expand Electrical Design.

b) Select SOLIDWORKS PCB and type the serial number.

c) Click Next.

Follow instructions for system warnings and click Next.

On the Summary page, accept the terms of the SOLIDWORKS License Agreement and click Install Now.

SOLIDWORKS PCB

Changing the Default Admin Login

SOLIDWORKS PCB Services provides a default administrator account with the following credentials:

• admin for Username

• admin for Password

For better security, it is highly recommended that you change the login credentials for this account.

To change the default admin login:

Open a web browser, and in the address bar, enter the machine name and port number in the form: http://server name:port number.

The default port number is 9780.

On the Sign in to SOLIDWORKS PCB Services page, enter admin as the username and admin as the password, and click Sign In.

On the SOLIDWORKS PCB Services menu, click Users and click the Users tab.

Click the link associated with the admin account or click the Edit User icon .

Modify the user information, username, and password.

Click Save.

Installing PCB Add-In for SOLIDWORKS 2015 SP5 Clients

The SOLIDWORKS PCB add-in is installed on workstations where designers are running the SOLIDWORKS software. It is pre-installed by default by SOLIDWORKS 2016 SP3.

You can install it separately for SOLIDWORKS 2015 SP5.

To install SOLIDWORKS PCB add-in with a SOLIDWORKS 2015 SP5 client:

Go to the Downloads page of the SOLIDWORKS Customer Portal, and from the

SOLIDWORKS 2015 tab, download the SOLIDWORKS PCB Add-in file.

When the Setup Wizard launches, click Next to continue with the installation.

On the Select Destination Location page, enter the destination folder where you want to install the SOLIDWORKS PCB Add-in, and click Next.

On the Ready to Install page, click Install to continue with the installation.

On the Installation Complete page, click Finish.

Installing the PCB Connector for Altium Designer

Altium Designer is a PCB (printed circuit board) design tool. Users who have licensed and installed Altium Designer can integrate it with the SOLIDWORKS software by installing the SOLIDWORKS PCB Connector.

To install SOLIDWORKS PCB Connector on a machine running Altium Designer:

Launch Altium Designer, open the DXP tab, and click Extensions and Updates.

On the Extensions and Updates page, click the Purchased tab.

SOLIDWORKS PCB

Scroll down to the Software Extensions section. Then on SOLIDWORKS PCB Connector, click the down arrow in the top right corner of the tile to download and begin the installation.

In the Confirm dialog box, click Yes to continue with the installation.

Note: You must perform steps 6 and 7 in the order specified to avoid activation and installation problems.

On the PCB Connector Registration page, enter the SOLIDWORKS PCB Connector serial number and click Register.

In the Confirm dialog box, displayed by the Altium Designer application, click Yes to restart the system and complete the installation or click No to complete the installation later.

To deactivate a SOLIDWORKS PCB Connector license, on the Help menu, click

SOLIDWORKS PCB Connector Licensing > Deactivate Licenses.

Post Installation

After installing SOLIDWORKS PCB and its components, you can add user accounts to

SOLIDWORKS PCB Services, so that users can access boards from the repository.

Additional tasks include logging into the SOLIDWORKS PCB add-in repository and uninstalling the software.

Adding a User to PCB Services

To add a user in the SOLIDWORKS PCB Services website:

Open a web browser and in the address bar, enter the server name and port number assigned to SOLIDWORKS PCB Services. For example, in the form: http://server name:port number

On the Sign in to SOLIDWORKS PCB Services page, enter your administrator username and password, and click Sign In.

On the SOLIDWORKS PCB Services menu, click Users and click the Users tab.

Click the Add User button and type the following:

• First Name

• Last Name

• User Name

• Password

• Email address

• Phone number

Also, you must select a User Role and check the Member box to associate the user with a group.

Click Save.

You can edit the user information in the User tab.

Logging into a PCB Repository

In SOLIDWORKS, when you select a new board or pull an existing board from the PCB

Add-in Task Pane, you must login to SOLIDWORKS PCB Services to access the repository.

To login the SOLIDWORKS PCB repository:

From the SOLIDWORKS Task Pane, click the SOLIDWORKS PCB Add-in button .

Click New Board Assembly or Pull Board From Vault.

For example, type in the form: http://server name:port number.

b) Type your Username and Password, and click OK.

Uninstalling PCB Services

To uninstall SOLIDWORKS PCB Services:

Click Start > All Programs > SOLIDWORKS version > SOLIDWORKS PCB

Services > Uninstall SOLIDWORKS PCB Services.

When you are prompted to remove SOLIDWORKS PCB Services and its components, click Yes.

When you are prompted to delete all SOLIDWORKS PCB Services data, click No.

You must click No if you want to prevent all data and revision files from being deleted permanently.

SOLIDWORKS Visualize and

SOLIDWORKS Visualize Boost

SOLIDWORKS

Visualize (formerly known as Bunkspeed) provides a suite of standalone software tools that combine advanced rendering capabilities with visual design-oriented features and workflows, so you can create highly realistic images of 3D CAD models.

SOLIDWORKS Visualize products are available in two packages:

• Standard

• Professional

For a list of the current features in each package of the SOLIDWORKS Visualize software, see the matrix on the SOLIDWORKS products web site at

http://www.solidworks.com/sw/products/visualization/solidworks-visualization-matrix.htm

A complimentary seat of SOLIDWORKS Visualize Standard is included with each SOLIDWORKS

2017 Professional and Premium license on active subscription. To activate the complimentary seat, you need an additional serial number, which you can find by logging into the SOLIDWORKS

Customer Portal and clicking My Products. You can no longer use your SOLIDWORKS Professional or Premium serial number to activate your complimentary seat of SOLIDWORKS Visualize

Standard.

SOLIDWORKS Visualize also supports SolidNetWork Licensing (SNL) license types such as floating, as well as offline activation.

Using the SOLIDWORKS Installation Manager (SLDIM), you install SOLIDWORKS Visualize as part of the Individual installation. You can install it as a standalone application, which is an advantage if you want to use separate computers for modeling and rendering. It does not consume a SOLIDWORKS license.

SOLIDWORKS Visualize Boost is a service that allows you to distribute rendering from a computer running SOLIDWORKS Visualize Professional to one or more computers on a network.

You can perform other tasks on your computer while the rendering is being carried out, and the final rendered images are available sooner. Images can be rendered on a single computer, or on a cluster of several computers running Visualize Boost.

A complimentary seat of SOLIDWORKS Visualize Boost is included with each seat of

SOLIDWORKS Visualize Professional 2017 on active subscription.

Visualize Boost is a product add-on for Visualize Professional only. Visualize Boost does not work with Visualize Standard.

You should install Visualize Boost on a computer separate from the one that is running

SOLIDWORKS Visualize Professional. You can also install Visualize Boost as part of the Individual installation in the SLDIM.

SOLIDWORKS Visualize and SOLIDWORKS Visualize Boost

This chapter includes the following topics:

•

Prerequisites and System Requirements

•

Installing SOLIDWORKS Visualize with SLDIM

•

Installing Visualize Boost with SLDIM

Prerequisites and System Requirements

Before installing SOLIDWORKS Visualize and SOLIDWORKS Visualize Boost, you must have the following prerequisites for each machine:

• a SOLIDWORKS Visualize serial number

• a SOLIDWORKS Visualize Boost serial number

Each computer running SOLIDWORKS Visualize or SOLIDWORKS Visualize Boost must meet these requirements:

• Windows

7 or newer (64-bit)

• Dual core CPU; Quad core recommended

• 8GB RAM; 16GB recommended

• 2GB free disk space; 5GB recommended

• 2GB or more GPU RAM; 4GB recommended

• NVIDIA

® graphics card: NVIDIA Quadro

/NVIDIA GeForce

/Tesla

™

Fermi

™ chip; Dual-GPU setup with at least NVIDIA Maxwell

™ with at least NVIDIA cards for the best experience

NVIDIA Pascal cards are not supported in SOLIDWORKS Visualize 2017 SP0. This includes the following graphics cards: Tesla P100, Tesla P40, Tesla P4, Quadro P6000,

Quadro P5000, GTX 1060, GTX 1070, and GTX 1080. Support is expected to be released in a SOLIDWORKS Visualize 2017 service pack.

• NVIDIA driver version 362.13 recommended

• NVIDIA driver support for CUDA

7.5 or newer required

• HDR Light Studio connection: HDR Light Studio v5.3.3 or newer

If non-NVIDIA graphics cards are installed, SOLIDWORKS Visualize will default to the

CPU and not utilize these cards for GPU-acceleration.

Installing SOLIDWORKS Visualize with SLDIM

To install SOLIDWORKS Visualize:

Start the SOLIDWORKS Installation Manager.

On the Welcome page, select Individual.

Do the following: a) On the Serial Number page, expand Visualization.

b) Select SOLIDWORKS Visualize and type the serial number.

c) Click Next.

SOLIDWORKS Visualize and SOLIDWORKS Visualize Boost

Follow instructions for system warnings and click Next.

On the Summary page, accept the terms of the SOLIDWORKS License Agreement and click Install Now.

Double-click the SOLIDWORKS Visualize shortcut icon on the desktop to start the application or from the Windows Start menu, click All Programs > SOLIDWORKS

version > SOLIDWORKS Visualize version.

Post Installation Tasks

After installing, there are a few tasks you should perform to set up SOLIDWORKS Visualize.

Creating the Content Folder

When you first run the software, SOLIDWORKS Visualize prompts you for a location to create a Content folder.

The Content folder contains the following subfolders where you can store assets for your projects:

Subfolders

Cameras

Stores

Default cameras and cameras that you have saved

Environments

Palettes

Images

Appearances

High dynamic range (HDR) images

Exported palette files

Renderings and snapshots

Materials in your Appearance library

The contents update when you add an appearance to the library.

Models

Plates

Projects

Textures

Model files

By default, SOLIDWORKS Visualize searches this folder first when you use

File > Import a model.

Standard 2D images for use in backplates

Native project files in .SVP format

2D textures for use in appearances

SOLIDWORKS Visualize and SOLIDWORKS Visualize Boost

Selecting a Render Mode

Different systems can produce different results with each render mode. Try each render mode before setting a mode that works best for you.

To select a render mode:

Click Tools > Options > 3D Viewport.

Under Render Device, clear Automatic.

Select a render mode:

• CPU, if your CPU is significantly more powerful than your graphics card.

• GPU, if you have a powerful video card such as an nVidia CUDA-enabled GPU with more than 1 GB VRAM.

• Hybrid, if you have a balanced system with a good nVidia card and a comparable

CPU.

For more information, see Getting Started.

Check for Updates, System Info, and Help

The Help menu provides documentation and options to update the software and troubleshoot your system.

Contents

Hot Keys

About

Opens the SOLIDWORKS Visualize online help.

Lists the shortcut keys.

Displays the version number and licensing information of your copy of SOLIDWORKS

Visualize.

Check for Update

Show Release Notes

System Info

Checks online and notifies you whether an updated version of the application is available.

Displays Release Notes for the current version.

Performs a system check of the

SOLIDWORKS Visualize software with your

PC hardware, and suggests upgrades when needed.

Installing Visualize Boost with SLDIM

You install Visualize Boost using the SOLIDWORKS Installation Manager. It requires a separate serial number.

Because the purpose of Visualize Boost is to offload rendering, you should install Visualize

Boost on computers different from the ones running SOLIDWORKS Visualize Professional.

SOLIDWORKS Visualize and SOLIDWORKS Visualize Boost

Rendering performance can be maximized by installing Visualize Boost on computers with multiple CPU cores and graphics processing units (GPUs).

To install SOLIDWORKS Visualize Boost:

Start the SOLIDWORKS Installation Manager.

On the Welcome page, select Individual.

Do the following: a) On the Serial Number page, expand Visualization.

b) Select SOLIDWORKS Visualize Boost and type the serial number.

c) Click Next.

Follow instructions for system warnings and click Next.

On the Summary page, accept the terms of the SOLIDWORKS License Agreement and click Install Now.

Double-click the SOLIDWORKS Visualize Boost shortcut icon on the desktop to open the interface.

Activating the Visualize Boost License

You must activate and configure SOLIDWORKS Visualize Boost through a web interface before you can use the product for rendering. Chrome, Firefox, or Internet Explorer browsers are supported.

After you activate and configure Visualize Boost, it launches automatically at system startup and runs in the background. No further action is required.

To activate the SOLIDWORKS Visualize Boost license:

Do one of the following: a) From your desktop, double click the Visualize Boost shortcut icon.

b) Open a browser and enter the URL: http://localhost:8993/config.html.

Enter an email address and click Enable License.

Configuring Visualize Boost

For most networks, the default settings are sufficient to configure a computer for Visualize

Boost, but if your network environment requires other settings, follow these steps to manually configure a computer.

To configure a computer to be part of a rendering cluster in Visualize Boost:

Do one of the following: a) If your system is running SOLIDWORKS Visualize Boost, double click the Visualize

Boost shortcut icon on your desktop or open a browser and enter the URL: http://localhost:8993/config.html

b) If you are on a different system, open a browser and enter the URL: http://<IP

Address>:8993/config.html or http://<DNS name>:8993/config.html

Select your Language from the drop-down list in the upper right corner of the screen.

Click the Setup tab to configure the Visualize Boost node.

SOLIDWORKS Visualize and SOLIDWORKS Visualize Boost

In the Cluster Name field, specify a computer name, such as Superfast Render,

Presentation Cluster, or 4th Floor Computers.

The cluster name displays in SOLIDWORKS Visualize Professional as a cluster profile.

To render an image, users running SOLIDWORKS Visualize Professional select a cluster profile from a list of available Boost clusters.

It is recommended that you specify the cluster name on the Visualize Boost computer, rather than locally on the Visualize Professional computer, so that all

Visualize users have access to the same cluster names in their Visualize Boost

Profiles list.

Enter the Cluster Client Access Port.

This is the port that computers running SOLIDWORKS Visualize use to connect to the

Boost cluster. The default cluster client access port is 8998.

In the Networking Mode area, select an option based on your network environment:

• Select No Networking to prevent this computer from belonging to any other cluster. This mode is useful for troubleshooting issues with Visualize Boost.

• Select UDP Multicast Mode if your network supports UDP Multicast. Visualize

Boost will search the network and form a cluster of all computers using UDP

Multicast Mode on the same port. This mode is recommended, if your network supports it.

• Select TCP Mode with Discovery (Default) if you cannot use UDP Multicast mode. Visualize Boost will search the network and form a cluster of all computers using TCP Mode with Discovery on the same port.

• Select TCP Mode if you need to create an explicit list of the computers in the cluster, because the other modes are not successful in finding the computers you want to include. This mode requires additional work to configure and is not recommended if either UDP Multicast or TCP Mode with Discovery are available.

If you select UDP Multicast Mode or TCP Mode with Discovery, enter the Cluster

Discovery Address.

This setting must be an IP address and a port above 1024. The default port varies among the networking modes:

• 8994 for UDP Multicast

• 8995 for TCP Mode with Discovery

• 8996 for TCP

These ports are used for Visualize Boost computers to connect with each other. All computers configured with the same Cluster Discovery Address and that are on the same local network will form a cluster.

If you select TCP Mode:

• Enter a Cluster Access Port. This is the port that Visualize Boost nodes in the cluster use to communicate with each other. The default port for TCP Mode is 8996.

• If this machine is going to be the “head node” of the cluster (the machine that coordinates the work of the cluster), use the Cluster Address List field to list the

IP addresses of other nodes in the cluster. Each IP address (such as

192.168.0.100:8996

) must include the Cluster Access Port configured for all nodes in the cluster. Leave the field blank if this machine is not going to be the head node of the cluster.

SOLIDWORKS Visualize and SOLIDWORKS Visualize Boost

Click Save Configuration. Visualize Boost saves the new configuration, then stops and restarts the service.

10. Click the Status tab. If the status is Ready, the screen displays the computers connected in the cluster and the Sessions (jobs) assigned to the cluster.

License Administration

Typically, installations on individual computers use license activation; however, you can install the software individually and then control the licenses with SolidNetWork License Manager.

Conversely, although larger sites typically use floating network licenses, you can deploy the installations from an administrative image and then activate the serial numbers from the individual computers.

If you are running Windows 8, see Tips for Using SOLIDWORKS with Microsoft Windows 8 for tasks such as accessing Start or the Control Panel. These steps may vary depending on how Windows 8 is configured on your system. Consult Microsoft Windows documentation for additional instructions and options.

This chapter includes the following topics:

•

Administering Individual Licenses

•

Administering Licenses Using a SolidNetWork License Manager

Administering Individual Licenses

Typically, administration of individual licenses consists of activating and deactivating licenses directly from SOLIDWORKS.

Activation is a product licensing and registration process for SOLIDWORKS standalone

(non-SolidNetWork License) licenses. Typically, if your product license has not yet been activated, SOLIDWORKS tries to activate it when you start the product.

You can also deactivate individual licenses, by clicking Help > Deactivate Licenses in

SOLIDWORKS.

Activating a License

Before you can run SOLIDWORKS products on an individual computer, you must activate the license for that computer.

Activation requires that you have Internet or email access. After activation, you do not need to be online to use the products. If you do not have email access on the computer where you use this product, you can save the activation file and send it from another computer.

This process:

• Activates all software licenses across the SOLIDWORKS product line.

• Allows you to move licensing rights from one computer to another.

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License Administration

• Can be performed immediately (recommended) or within 30 days of installation.

• Eliminates the need for dongles. However, if you run previous versions of SOLIDWORKS products that do not use activation, you need to retain the dongle.

For system administrators who have multiple serial numbers to manage, you can use the

Administrative Image Option Editor. For details, see Administrative Image Option Editor.

To activate a license:

Start the SOLIDWORKS application.

Start SOLIDWORKS Product Activation using one of these methods:

• If you have not yet activated the license for this computer, the SOLIDWORKS

Product Activation window appears automatically when you start SOLIDWORKS.

• If the SOLIDWORKS Product Activation window does not appear automatically, start activation by clicking Help > Activate Licenses.

Click the Product listing to specify the product whose license you want to activate.

Specify automatic activation over the internet or manual activation using email.

Supply email contact information.

Click Next to proceed.

• Internet: Activation occurs automatically.

• Email: Press Save to create a request file, then email the file to

[email protected]

. When you receive the email containing the response file, extract the file from email and then click Open to load it.

If necessary, you can exit and rerun the activation procedure to open the response file.

Click Finish.

Moving a License

To move a license to a new or upgraded computer, first deactivate it to the license key server at Dassault Systèmes SOLIDWORKS Corporation, then reactivate it on the other computer.

If you were unable to deactivate the license to Dassault Systèmes SOLIDWORKS

Corporation (because of hard drive failure, for example), reactivation is still successful in most cases. If not, contact your VAR for help.

To move a license back to the server:

In SOLIDWORKS, click Help > Deactivate Licenses, and follow the instructions.

To reactivate, go to the new or upgraded computer and activate the license as you did during the initial activation. For details, see Activating a License.

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License Administration

Administering Licenses Using a SolidNetWork License

Manager

SolidNetWork License Manager supports multiple license clients by distributing licenses to clients on the network. This allows the number of users to exceed the number of licenses by using floating licenses.

This image depicts a typical SolidNetWork licensing installation:

This image illustrates:

• SolidNetWork License Manager software is installed and activated on the license manager computer only.

• License client computers do not have any additional SolidNetWork-specific software installed.

If you specify a SolidNetWork License serial number when installing, SOLIDWORKS

Installation Manager identifies that computer as a SolidNetWork license client.

SOLIDWORKS Installation Manager prompts you for the SolidNetWork license manager computer name and port number to connect the client to the license manager.

• The license manager and all license clients must have TCP/IP (Transmission Control

Protocol/Internet Protocol) connectivity.

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License Administration

Activating a SolidNetWork License

Before users can run SOLIDWORKS products on their individual computers, you must activate a SolidNetWork license on the SolidNetWork License Manager computer.

This process:

• Activates the SOLIDWORKS SolidNetWork License Manager with SolidNetWork licenses across SOLIDWORKS products.

• Allows you to move SolidNetWork licensing rights from one SolidNetWork License

Manager computer to another.

• Enables you to install and activate the SolidNetWork licensing rights on one SolidNetWork

License Manager computer.

• Must be performed before you can use SolidNetWork licenses.

• Eliminates the need for dongles. If you activate a SolidNetWork license for this version of SOLIDWORKS, SolidNetWork licenses for previous versions of SOLIDWORKS are activated. (You no longer need to retain the dongle.)

To activate a SolidNetWork license:

Start the SolidNetWork License Manager (Start > Programs > SOLIDWORKS

version > SolidNetWork License Manager > SolidNetWork License Manager).

If you have not yet activated the SolidNetWork license, you are asked whether you want to activate it now. Click Yes to activate.

Under How would you like to activate?, select Automatically over the internet

(recommended).

Under Contact Information, specify an email contact address.

The Activation/Reactivation Succeeded dialog box displays the products that have been activated.

Moving a SolidNetWork License

To move a SolidNetWork license to a new or upgraded computer, first deactivate the license to the license key server at Dassault Systèmes SOLIDWORKS Corporation, then reactivate it on the other computer.

If you were unable to deactivate the license to Dassault Systèmes SOLIDWORKS

Corporation (because of hard drive failure, for example), reactivation is still successful in most cases. If not, contact your VAR for help.

To move a SolidNetWork license back to the server:

Start SolidNetWork License Manager (Start > Programs > SOLIDWORKS version

> SolidNetWork License Manager > SolidNetWork License Manager).

Under License Information, click Modify. The SOLIDWORKS Product Activation wizard starts.

Under What would you like to do?, select Deactivate a software license and then click Next.

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License Administration

Under How would you like to deactivate?, select Automatically over the internet

(recommended).

Under Contact Information, specify an email contact address.

Click Next. The deactivation of the product license completes.

Installing and Configuring SolidNetWork Licensing

Configuring SolidNetWork Licensing consists of installing the SolidNetWork License Manager on the license manager computer and then installing SOLIDWORKS on client computers using the SolidNetWork license serial number.

Installing and Activating a License Manager

The SolidNetWork License Manager supports multiple license clients. It distributes licenses to clients on the network.

If you are upgrading from a previous version of SolidNetWork License Manager that used hardware dongles for license activation, remove the hardware dongle before installing the new version of SolidNetWork License Manager.

Start SOLIDWORKS Installation Manager (as described under Initiating SOLIDWORKS

Installation).

a) For type of installation, select the following:

• Server products

• Install SolidNetWork License Manager (distributed licensing) on this

computer.

b) On the SolidNetWork License Manager Options page, specify the SolidNetWork

License serial number and SolidNetWork License Manager installation location.

c) On the Summary page, click Install Now to complete the SOLIDWORKS Installation

Manager process.

To activate SolidNetWork licensing: a) Start SolidNetWork License Manager (Start > Programs > SOLIDWORKS version

> SolidNetWork License Manager > SolidNetWork License Manager).

b) When prompted to activate, click Yes.

c) On the SolidNetWork License Server Information screen:

• If your company uses a firewall, select A firewall is in use on this server.

For more information, see Using SolidNetWork Licenses with Firewalls.

• Use the default value for Port Number (and for Vendor Daemon Port Number if you have a firewall) or specify the port numbers your company uses.

The port number is a TCP/IP port number in the 1024-60000 range, used exclusively by this process. Normally, the default (25734) is suitable and is unlikely to be the same as any other FLEXnet server process currently on the license manager computer.

d) On the Activate Your SOLIDWORKS Product screen:

• Select the Internet or email procedure.

• Supply email contact information.

• Click Next to proceed.

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License Administration

• Internet: Activation occurs automatically.

• Email: Press Save to create a request file, then send the file to [email protected]. When you receive the email containing the response file, extract the file from email and then click Open to load it.

If necessary, you can exit and rerun the activation procedure to open the response file.

Click Finish.

Installing a License Client

When installing SOLIDWORKS on SolidNetWork License Client computers, the serial number identifies that computer as a SolidNetWork License Client.

Start SOLIDWORKS Installation Manager (as described under Initiating SOLIDWORKS

Installation).

On the Welcome screen click Individual (on this computer) if this is the first

SOLIDWORKS installation on this computer for this major release.

If you are upgrading from an existing release, and are changing from individual licensing to SolidNetWork licensing, click Modify the individual installation (on

this computer). For details, see Upgrading from Individual Licensing to

SolidNetWork Licensing.

When prompted for a serial number, enter the SolidNetWork License serial number.

In the Add Server dialog box, type the SolidNetWork License Manager's address in the form:

port@ComputerName

The port number must be the same one used for the license manager computer. The default is 25734 (as described in Installing and Activating a License Manager).

SOLIDWORKS Installation Manager will attempt to validate that this SolidNetWork

License Manager is accessible. If you have not yet installed a license manager, this validation will fail; however, you still can proceed with the license client installation.

Complete the SOLIDWORKS installation by following the SOLIDWORKS Installation

Manager instructions.

Install SolidNetWork License Managers Before Installing License

Clients

You should install and configure SolidNetWork License Manager on at least one computer prior to installing any SolidNetWork license client computers.

When installing with a SolidNetWork License serial number, SOLIDWORKS Installation

Manager prompts you to enter the SolidNetWork License Manager computer name and port number, and then attempts to validate that information.

If you have not yet installed SolidNetWork License Manager on the computer you specified, this validation cannot succeed. However, in this case validation failure does not indicate whether you have supplied correct license manager information. If the license manager

105

License Administration is installed, validation failures indicate that you have specified incorrect license manager information.

Managing Access to SOLIDWORKS Versions

You can restrict users from using specific versions of SOLIDWORKS in a SolidNetWork environment. This capability allows you to manage the versions of SOLIDWORKS used by different individuals, projects, and business units.

To manage access to SOLIDWORKS versions using a a FLEXnet options file:

In the SolidNetwork License Manager installation directory, create a text file:

SolidNetWork_License_Manager_install_dir\Licenses\sw_d.opt

To manage access to a specific SOLIDWORKS version in the license file, add the following syntax next to SOLIDWORKS:

:SWVERSION=xx where xx is the version of the

SOLIDWORKS product you want to manage

To manage multiple versions of SOLIDWORKS, add a line for each version you want to manage.

Not all FLEXnet options are supported. The supported options for version filters are:

INCLUDE

INCLUDE_BORROW

EXCLUDE

EXCLUDE_BORROW

Only allow the user or group the ability to start the specific version. All other users will not be allowed to start that version.

Only allow the user or group the ability to borrow the specific version. All other users will not be allowed to borrow that version.

Prohibit the listed user or group from starting the specific version of

SOLIDWORKS. EXCLUDE supersedes

INCLUDE.

Prohibit the listed user or group from borrowing the specific version of

SOLIDWORKS. EXCLUDE supersedes

INCLUDE.

Examples:

SWVERSION=24.0

refers to SOLIDWORKS 2017

SWVERSION=23.0

refers to SOLIDWORKS 2016

INCLUDE solidworks:SWVERSION=24.0 USER jane

INCLUDE_BORROW solidworks:SWVERSION=24.0 USER jane

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License Administration

These lines in the options file would allow only jane to run or SOLIDWORKS

2017. All other users cannot run or borrow SOLIDWORKS 2017, but they can run and borrow other versions of SOLIDWORKS. jane can also run and borrow other versions of SOLIWORKS.

GROUP chicago USER john robert eva

EXCLUDE solidworks:SWVERSION=24.0 GROUP chicago

EXCLUDE solidworks:SWVERSION=23.0 GROUP chicago

EXCLUDE solidworks USER don

These lines define a GROUP of users called chicago and denies them access to both SOLIDWORKS 2017 and SOLIDWORKS 2016, but they can run any other version of SOLIDWORKS. User don cannot run any version of

SOLIDWORKS.

EXCLUDE swinspection_std:SWVERSION=24.0 HOST machine1

This line prohibits anyone on machine1 from launching SOLIDWORKS

Inspection 2017. Any use machine1 can run another version of

SOLIDWORKS Inspection 2016.

For more information about FLEXnet, see the FLEXnet Publisher License Administration

Guide in the SolidNetwork License Manager installation directory (\Docs\flexuser\ licensingenduserguide.pdf

Triad License Manager Installation

Triad license managers use three computers for extra stability. If the computer managing the license file is not available, one of the other two computers takes over.

Requirements for using triad license managers:

• Install triad license managers only on stable computers not scheduled for frequent shutdowns.

• The three license manager computers should be on the same subnet. Never configure triad license managers with slow communications or dial-up links.

• The system administrator should detect when a license manager computer goes down and should restart it as soon as possible.

If only two license manager computers are running, the situation is worse than a single license manager computer, because there are two points of failure.

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License Administration

Installing the Initial Triad License Manager

This procedure shows how to install SolidNetWork License Manager on the first computer in the triad.

On the first triad license manager computer, install the SolidNetWork License Manager using SOLIDWORKS Installation Manager: a) Start SOLIDWORKS Installation Manager (as described under Initiating

SOLIDWORKS Installation).

b) For type of installation, select the following:

• Server products

• Install SolidNetWork License Manager (distributed licensing) on this

computer.

c) On the SolidNetWork License Manager Options page, specify the SolidNetWork

License serial number and SolidNetWork License Manager installation location.

d) On the Summary page, click Install Now to complete the SOLIDWORKS Installation

Manager process.

Using the SolidNetWork License Manager, configure the initial triad license manager computer: a) Start SolidNetWork License Manager (Start > Programs > SOLIDWORKS version

> SolidNetWork License Manager > SolidNetWork License Manager).

b) Click No.

The Server Administration tab of the SOLIDWORKS SolidNetwork License Manager appears.

c) Under Advanced Options, click Options.

The Advanced Options dialog box appears.

d) Under SolidNetWork Server License Mode, click Use a License File and click OK.

The Advanced Options dialog box closes.

e) Under License Information, click Modify.

The SolidNetWork License File Wizard appears.

f) Under Server Type, select Triad and click Next.

g) On the Server Information pane, verify that the computer name, and port number for the initial triad license manager computer are correct, and click Next.

Check that the Network Interface Card (NIC) address matches the information in the license file received from SOLIDWORKS, and that the port number for the triad license manager computer are correct. The NIC address is also referred to as the MAC (Media Access Control Address) address. Then click Next.

To find the NIC address, open a Command Prompt window and type: ipconfig /all

Also, if your computer uses a firewall, you might have to add specifications on this screen. For information, see Using SolidNetWork Licenses with Firewalls.

108

License Administration h) On the Triad Partner Server Information screen, enter the computer name and host ID values for the other two triad license manager computers.

This ensures that if one license manager is unavailable, client computers can get a license from the other two servers.

i) On the Licenses screen, click Read to browse to and open the SolidNetWork license file.

The licenses appear in the SolidNetWork License File wizard. For this computer, you use a license file that you received from a Value Added Reseller or Customer

Center.

j) Click Finish.

k) Click OK to exit the SolidNetWork License File wizard and then Finish to exit the

SolidNetWork License Manager.

Installing the Triad License Manager on Subsequent Computers

Follow these instructions for installing the SolidNetWork License Manager software on the second and third computers in the triad. This procedure is almost the same as installing the software on the initial computer, with the exception of steps 2(f) and 2(i).

It is assumed that you already have installed at least one triad license manager on another computer.

On the triad license manager computer, install the SolidNetWork License Manager using SOLIDWORKS Installation Manager: a) Start SOLIDWORKS Installation Manager (as described under

Initiating

SOLIDWORKS Installation

on page 11).

b) For type of installation, select the following:

• Server products

• Install SolidNetWork License Manager (distributed licensing) on this

computer.

c) On the SolidNetWork License Manager Options page, specify the SolidNetWork

License serial number and SolidNetWork License Manager installation location.

d) On the Summary page, click Install Now to complete the SOLIDWORKS Installation

Manager process.

Using the SolidNetWork License Manager, configure the triad license manager computer: a) Start SolidNetWork License Manager (Start > Programs > SOLIDWORKS version

> SolidNetWork License Manager > SolidNetWork License Manager).

Since this is the first time you are running the SolidNetWork License Manager on this computer, you are asked whether you would like to activate now.

b) Click No.

The Server Administration tab of the SOLIDWORKS SolidNetwork License Manager appears.

c) Under Advanced Options, click Options.

The Advanced Options dialog box appears.

d) Under SolidNetWork Server License Mode, click Use a License File and click OK.

The Advanced Options dialog box closes.

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License Administration e) Under License Information, click Modify.

The SolidNetWork License File Wizard appears.

f) Under Server Type, select Triad and Synchronize server/license information and then click Next.

g) On the Server Information pane, verify that the computer name and port number for this triad license manager computer are correct, and click Next.

To find the NIC address, open a Command Prompt window and type: ipconfig /all

Also, if your computer uses a firewall, you might have to add specifications on this screen. For more information, see

Using SolidNetWork Licenses with

Firewalls

on page 110.

h) On the Triad Partner Server Information screen, enter the computer name and host ID values.

This ensures that if one license manager is unavailable, client computers can get a license from the other two servers.

i) On the Licenses screen, click Read to browse to and open the SolidNetWork license file.

The licenses appear in the SolidNetWork License File wizard.

This licenses file is generated by the first triad license manager computer you configured. Typically, the licenses file is located in \licenses\sw_d.lic.

For example: C:\Program Files\SOLIDWORKS Corp\SolidNetWork License

Manager\licenses\sw_d.lic.

a) Click Finish.

A SolidNetWork License File Wizard warning appears.

b) Click OK to exit the SolidNetWork License File wizard and then Finish to exit the

SolidNetWork License Manager.

Repeat this process for the third triad license manager computer.

Using SolidNetWork Licenses with Firewalls

If your computer uses a firewall, you must configure ports to support SolidNetWork

Licensing.

In the firewall software, you must add two SolidNetWork License ports (for example,

SNL-in-port and SNL-out-port) to the firewall exceptions list. For details about configuring these ports, consult with your system administrator.

If you are using Windows Firewall on a supported Windows operating system, you must modify ports on the SolidNetWork license manager computer and modify the SolidNetWork license file to distribute licenses to the license client computers.

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License Administration

Modifying License Manager Computer Ports for Windows Firewall

If you are using Windows Firewall, you must modify firewall port settings on the

SolidNetWork license manager computer.

In Windows, open the Control Panel and then double-click Security Center.

Click Windows Firewall.

On the Exceptions tab, click Add Port.

Type a Name (for example, SNL-in-port) and a Port Number (for example, 25734) and then click OK.

For the second port, click Add Port on the Exceptions tab again, specify the other port's name and number (for example, SNL-out-port and 25735), and then click OK.

Note the port number, as you will reference it later when modifying the SolidNetWork license file.

If you use Workgroup PDM, you must modify Workgroup PDM port numbers in

Windows Firewall. Typically, these ports are 20000 (VaultAdmin), 30000 (Data),

40000 (Request), and 80 (Viewer).

Close Windows Security Center and Control Panel.

Modifying SolidNetWork License Manager Settings for Windows

Firewall

If you are using Windows Firewall, you must modify the SolidNetWork license file to use the firewall ports to distribute licenses to the license client computers.

Start SolidNetWork License Manager (Start > Programs > SOLIDWORKS version

> SolidNetWork License Manager > SolidNetWork License Manager).

On the Server Administration tab, under License Server, click Stop. (Click Yes when prompted for confirmation and OK to complete stopping the license server.)

Under License Information, click Modify.

Under Server Type, select the server arrangement for your network (Single or

Triad) and then click Next.

Under Server Information: a) Select A firewall is in use on this server. b) Port Number and Vendor Daemon Port Number should contain the port numbers specified for the Windows Firewall (for details, see Modifying License Manager

Computer Ports for Windows Firewall).

111

License Administration c) Select Options File and click Browse to locate the file. Click Edit to change any of its parameters.

The options file allows the license administrator to control various operating parameters of FLEXnet Licensing.

The recommended location for the options file is in the SolidNetwork License

Manager installation directory (SolidNetwork_License_Manager_install_dir\

Licenses \sw_d.opt

). This file must in the same directory as the sw_d.lic

file.

For more information about the options file, see the FLEXnet Publisher License

Administration Guide in the SolidNetwork License Manager installation directory

(\Docs\flexuser\licensingenduserguide.pdf).

d) Click Next and then click Finish.

On the Server Administration tab, under License Server, click Start.

Click OK to close the SolidNetWork License Manager.

SolidNetWork License Administration

Tasks include starting, upgrading, and uninstalling the license manager, and borrowing and returning licenses.

Before you start or upgrade the license manager, you must return any borrowed licenses.

Starting the SolidNetWork License Manager

You can start the SolidNetWork License Manager from the Windows Start menu.

In Windows, run this command: Start > Programs > SOLIDWORKS version >

SolidNetWork License Manager > SolidNetWork License Manager.

Upgrading the SolidNetWork License Manager

For major releases of SOLIDWORKS, upgrading the license manager consists of uninstalling the old license manager, installing a new one, and re-activating the SolidNetWork license.

The license manager for a newer release can distribute licenses for client computers remaining at the previous release as well.

Start SolidNetWork License Manager (Start > Programs > SOLIDWORKS version

> SolidNetWork License Manager > SolidNetWork License Manager).

On the License Usage tab, verify that no client computers on the network are running

SOLIDWORKS.

Uninstall the old license manager. For details, see Uninstalling the SolidNetWork

License Manager.

Install the new license manager and re-activate the SolidNetWork license on the license manager computer. For details, see

Installing and Activating a License

Manager

on page 104.

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License Administration

If you are upgrading the SolidNetWork License Manager on a computer that also runs the

SOLIDWORKS application, upgrade SolidNetWork license managers and clients before installing any new SOLIDWORKS application service packs on that computer.

If you are upgrading the license manager on a computer that hosts administrative images, upgrade the license manager before upgrading the administrative images. For details, see Using the Same Computer for the License Manager and Administrative Image

Installations.

Uninstalling the SolidNetWork License Manager

When upgrading the SolidNetWork License Manager, you must uninstall the old license manager before installing the new one.

Start SolidNetwork License Manager (Start > Programs > SOLIDWORKS version

> SolidNetWork License Manager > SolidNetWork License Manager).

Verify that no client computers on the network are running SOLIDWORKS.

The License Usage tab shows clients running SOLIDWORKS.

If you wish to move the SolidNetWork license to another computer, deactivate the license to that computer before removing the SolidNetWork License Manager.

For information about moving SolidNetWork licenses, see Moving a SolidNetWork

License.

On the Server Administration tab, under License Server, click Stop.

Click OK to exit the license manager.

In Windows, open Control Panel > Add or Remove Programs.

Select SOLIDWORKS SolidNetWork License Manager, click Remove, and confirm the deletion.

In Windows Explorer, delete the SOLIDWORKS SolidNetWork License Manager folder.

(Typically, this folder is located under Program Files in the SOLIDWORKS installation directory.)

You now are ready to install a new version of the license manager. For details, see

Installing and Activating a License Manager.

If the SolidNetWork License Manager computer has a hardware dongle attached, remove the hardware dongle before installing the new version of SolidNetWork License Manager.

Deleting SolidNetWork License Files

Delete old and expired SolidNetWork license files before upgrading to new ones.

Start SolidNetWork License Manager (Start > Programs > SOLIDWORKS version

> SolidNetWork License Manager > SolidNetWork License Manager).

On the Server Administration tab, under License File, click Modify, and then click

Next until you reach the Licenses screen.

On the Licenses screen, select the old or expired SolidNetWork license file, then click

Remove.

Click Finish and then click OK.

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License Administration

Borrowing and Returning SolidNetWork Licenses

You can borrow a SolidNetWork license to use the software from a remote location. Since the license is removed from the pool of available licenses, a borrowed license must be returned for it to become available again.

Borrowed licenses are valid only for the current user and machine on which they were borrowed; they cannot be moved.

The license is lent for a specified period of time, up to 30 days (or as defined by the system administrator), and the license is removed from the pool of available licenses.

System administrators can customize borrowing to:

• Define users or groups that are allowed to borrow licenses

• Set the number of licenses that cannot be borrowed

For details, see SolidNetWork_License_Manager_install_dir\Docs\flexuser\ licensingenduserguide.pdf

Borrowing SolidNetWork Licenses

You can borrow a SolidNetWork license to use the software from a remote location.

You must be connected to the SolidNetWork license manager to borrow the license, but not necessarily to use it.

If you are running Windows 8 or later, these steps vary depending on your system configuration. Consult Microsoft Windows documentation for additional instructions and options.

Start SolidNetWork License Manager on the client machine (Start > Programs >

SOLIDWORKS version > SolidNetWork License Manager > SolidNetWork

License Manager).

On the License Borrowing tab: a) Select a date in Borrow until.

b) Select the products to borrow, then click Borrow, and click Yes to confirm.

c) Click Refresh. The Expire Date column indicates when licenses are due back.

Click OK.

Returning a Borrowed SolidNetWork License

Since a borrowed SolidNetWork license is removed from the pool of available licenses, that borrowed license must be returned for it to become available again.

Start SolidNetWork License Manager (Start > Programs > SOLIDWORKS version

> SolidNetWork License Manager > SolidNetWork License Manager).

On the License Borrowing tab: a) Select the products to return, click Return, and then click Yes to confirm.

b) Click Refresh. The Expire Date column becomes blank, indicating that the licenses have been returned.

Click OK.

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License Administration

It is not necessary to return licenses after the expiration date. The license is returned to the pool on the SolidNetWork license manager at midnight on the expiration date and the applications on the remote system no longer run.

Monitoring License Idle Time

SOLIDWORKS can register idle time with the SolidNetWork License Manager so that licenses that have not been used for a certain amount of time are returned to the free license pool.

In the SolidNetwork License Manager installation directory, create a text file:

SolidNetWork_License_Manager_install_dir\Licenses\sw_d.opt

Add the following line to the file:

TIMEOUTALL seconds where seconds is a number greater than or equal to 900 (15 minutes), which is the minimum time allowed.

Installing Temporary Licenses

The temporary "ANY" license can be used temporarily when the original SolidNetWork license is not available.

By installing the "ANY" license file, you agree to implement the traditional license upon receipt of a SolidNetWork license from Dassault Systèmes SOLIDWORKS Corporation.

Compliance with license restrictions still is required.

To install an "ANY" license:

If you are an existing SolidNetWork user, uninstall the SolidNetWork License Manager and delete the installation folder. For details, see

Uninstalling the SolidNetWork

License Manager

on page 113.

Start SOLIDWORKS Installation Manager (as described under

Initiating

SOLIDWORKS Installation

on page 11).

a) For type of installation, select the following:

• Server products

• Install SolidNetWork License Manager (distributed licensing) on this

computer.

b) On the SolidNetWork License Manager Options page, specify the SolidNetWork

License serial number and SolidNetWork License Manager installation location.

c) On the Summary page, click Install Now to complete the SOLIDWORKS Installation

Manager process.

Start SolidNetWork License Manager (Start > Programs > SOLIDWORKS version

> SolidNetWork License Manager > SolidNetWork License Manager).

If you are prompted to activate, click No.

The Server Administration tab of the SOLIDWORKS SolidNetwork License Manager appears.

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License Administration

Under Advanced Options, click Options.

The Advanced Options dialog box appears.

Under SolidNetWork Server License Mode, click Use a License File and click OK.

The Advanced Options dialog box closes.

Under License Information, click Modify.

The SolidNetWork License File Wizard appears.

Under Server Type, select Single and click Next.

When you see this message:

Could not read the dongle ID number.

click Cancel.

The ID "ANY" appears automatically.

If your computer uses a firewall, you might have to make some additional specifications on this screen. For more information, see

Using SolidNetWork

Licenses with Firewalls

on page 110.

10. Continue with the installation.

Upgrading from Individual Licensing to SolidNetWork Licensing

You can upgrade a computer from individual SOLIDWORKS licensing to SolidNetWork licensing by specifying the SolidNetWork license serial number in SOLIDWORKS Installation

Manager.

If a computer does not have SOLIDWORKS installed, you can specify SolidNetWork licensing by entering the SolidNetWork serial number when installing with SOLIDWORKS

Installation Manager.

If a computer already has SOLIDWORKS installed and you are switching from individual licensing to SolidNetWork Licensing, you can modify the installation for the client computer and specify the SolidNetWork License serial number in place of the individual license serial number when running SOLIDWORKS Installation Manager. For details, see Modifying an

Installation.

If you installed SOLIDWORKS from an administrative image, the modify option is not available. You must make changes to the administrative image using the Administrative

Option Editor, uninstall the client, and rerun the installation.

Using SolidNetWork Licenses with Add-in Products

You can use the SolidNetWork License Manager to distribute licenses for SOLIDWORKS core add-in products (such as FeatureWorks and Workgroup PDM Server).

• An equal number of SOLIDWORKS software licenses and SOLIDWORKS add-in licenses are not required.

• To check out a license for an add-in product, you first must check out a license for

SOLIDWORKS.

• To borrow an add-in product license, you must borrow both the SOLIDWORKS software license and the SOLIDWORKS product license that includes the add-in. A SOLIDWORKS

Standard license will be borrowed by default, but to enable an add-in, you will have to borrow a SOLIDWORKS Professional or SOLIDWORKS Premium product license.

• To release an add-in product license:

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License Administration

• In SOLIDWORKS, click Tools > Add-ins and clear the add-in.

• Exit SOLIDWORKS.

Using the Same Computer for the License Manager and

Administrative Image Installations

You can configure one computer on a network to act both as a license manager distributing

SolidNetWork licensing and as an administrative image location from which users can install SOLIDWORKS software.

Client computers can obtain licenses from the license manager and then install

SOLIDWORKS from the same computer.

This configuration requires that the license manager and administrative image be installed on the same computer. Install the license manager first and then create and deploy the administrative image.

For details, see:

•

Installing and Activating a License Manager

on page 104

•

Deploying to Multiple Clients

on page 20

FLEXnet Publisher License Management

SolidNetWork Licensing is based on FLEXnet Publisher

® license management.

For more information about FLEXnet Publisher license management, see the FLEXnet

Publisher License Administration Guide in the SolidNetwork License Manager installation directory (\Docs\flexuser\licensingenduserguide.pdf).

For the latest information about FLEXnet Publisher license management, contact Acresso

Software.

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Troubleshooting

This chapter includes the following topics:

•

Network License Usage

•

SOLIDWORKS Installation Manager Log Files

•

SOLIDWORKS Installation Manager Download Folder

•

Troubleshooting SolidNetWork Licenses

•

Troubleshooting Upgrades

•

Validating Your Graphics Card When Installing or Upgrading

Network License Usage

This dialog box opens when the server is out of licenses for a product.

Click the arrow in the Product box to display all the product choices. The choices include

SOLIDWORKS and all purchasable add-ins.

Total number of licences is the total number of licenses you have purchased.

Free licenses is the number of licenses that are not currently in use.

The Licenses used by box gives you information about each person currently using a license.

SOLIDWORKS Installation Manager Log Files

SOLIDWORKS Installation Manager log files are available to assist you in troubleshooting installation problems.

These log files are located with the other SOLIDWORKS application log files.

• For Windows 7 or later:

C:\Users\username\AppData\Roaming\SOLIDWORKS\Installation Logs\

installed_version

To see the log file directories, you might have to configure the Windows Folder options to Show hidden files and folders.

If the application data is located on a drive other than C:, adjust the directory path accordingly.

This directory contains the SummaryIMLog_nnnnn_nnnnn_nnnn_nnnnn.txt file, a general log of SOLIDWORKS Installation Manager progress.

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Troubleshooting

The Other Logs subdirectory contains more detailed installation log information.

SOLIDWORKS Installation Manager Download Folder

SOLIDWORKS Installation Manager can download the installation files it needs to a folder that you specify. This topic provides answers to frequently asked questions about the download folder.

If you are running Windows 8 and later, refer to Tips for Using SOLIDWORKS with

Microsoft Windows 8 for tasks such as accessing Start or the Control Panel. These steps may vary depending on how Windows 8 is configured on your system. Consult

Microsoft Windows documentation for additional instructions and options, especially for systems later than Windows 8.

Question Answer

How do I install the files in this folder?

Run setup.exe. You may still be required to download some files if you select to install items that were not downloaded previously.

Do not install using msiexec (see below).

Can I install MSI files manually from this folder using msiexec or some other application?

No. The Installation Manager does not download some files that would be required when running msiexec.

Can I select the same download folder for each version I install?

Download folders are version-specific. Starting in

SOLIDWORKS 2010, SOLIDWORKS Installation Manager automatically creates a version-specific sub-folder within the specified folder.

I downloaded some products manually from the Dassault

Systèmes SOLIDWORKS

Corporation Web site. Can the Installation Manager install these?

Starting in SW2009, files downloaded manually can be used by SOLIDWORKS Installation Manager. However, it is better to run SOLIDWORKS Installation Manager, selecting the option to download files. SOLIDWORKS

Installation Manager shows which files you need based on what you are installing, providing links to download each file. This option can be used when the built-in download page does not work (most likely because of downloading restrictions enforced by a proxy server).

If Microsoft Internet Explorer asks whether you want to save or run files during a download or installation, always specify save.

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Troubleshooting

Question Answer

Can the files I download be shared by other users?

Yes. To do so, download to a network share. Each client can then run SOLIDWORKS Installation Manager from the share to install.

No further downloads will be required unless a user selects some items to install that were not selected during the initial download or if a computer that uses this download to install has a different set of prerequisites than the computer to which you downloaded the files.

If you are downloading on behalf of others but are not installing, select the Download Only option when installing. This option will allow you to select products regardless of what may be installed on your system.

However, this option cannot be used to download patches or to create administrative images.

How do I know when a new version of SOLIDWORKS products becomes available?

You will be informed when a new version is available in the following cases:

• If you run Check for Updates ( Start > All Programs

> SOLIDWORKS Installation Manager > Check For

Updates)

• If you have enabled SOLIDWORKS Background

Downloader.

• If you select an installed version of SOLIDWORKS in

Windows Add/Remove Programs and click Change

• If you run an older version of the Installation Manager

(sldIM.exe) from a download folder

In these cases, you may select to download the newer version. SOLIDWORKS Installation Manager will download and run the newer version of itself, and not any installation files. After the newer version of SOLIDWORKS Installation

Manager runs, you may select a set of installation actions.

SOLIDWORKS Installation Manager will then determine which installation files are needed (and not downloaded previously) and will offer to download those files.

Why does SOLIDWORKS

Installation Manager not let me select a different service pack of a product to install?

Each version of SOLIDWORKS Installation Manager is designed to install only a specific version of SOLIDWORKS products. If you want to install a different service pack, you need to run that version of SOLIDWORKS Installation

Manager. To find the latest version available, see the preceding item.

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Troubleshooting

Question Answer

Why is SOLIDWORKS

Installation Manager prevented from downloading files?

If proxy server restrictions prevent applications from downloading files, SOLIDWORKS Installation Manager cannot download files automatically.

You can download files manually and then install them using SOLIDWORKS Installation Manager. Select the option in SOLIDWORKS Installation Manager to download individual files (for example, Conduct manual download on the Download Options page). Based on your product selections and system requirements, a web page appears in a separate window containing links to download all required files manually. These links are identical to those provided by the SOLIDWORKS Customer Portal, but you do not need to search for the files.

Not all of my SOLIDWORKS products are updated to the latest service pack. Why does Check For Updates tell me I have the latest version?

Check For Updates only tells you whether you have installed (or are running) the latest version of

SOLIDWORKS Installation Manager.

If you want to update all products to the latest version that is installed, in Add/Remove Programs, select the latest installed version of SOLIDWORKS and click Change.

Can I copy a DVD to a download folder?

Yes, but installations may fail unless you copy the entire contents of each DVD released for that platform.

SOLIDWORKS Installation Manager looks for the files swdata*.id

to determine the version. If these files are not present, it will fail to recognize any of the installation files that you copied and will require that they be downloaded.

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Troubleshooting

Troubleshooting SolidNetWork Licenses

If the SolidNetWork License Manager installation fails, check for these possible explanations.

Accessing the SolidNetWork License log files

When a license error occurs, the answer often appears in the SNL_Manager_install_dir\ lmgrd.log

file.

Could not obtain a license for SOLIDWORKS. Cannot connect to license server.

Typically, this problem is caused by port settings.

• Port settings between the SolidNetWork license manager and the license client might not match.

• Additional port settings for multiple versions of SolidNetWork license managers might not have been specified.

• Check that the client machine can accurately resolve and route to the server, given the server name. Also, check that the server can accurately resolve and route to the client, given the client machine name.

For details about port settings for SolidNetWork license managers and clients, see Using

SolidNetWork Licenses with Firewalls.

Troubleshooting Upgrades

If you encounter problems while upgrading to a new SOLIDWORKS release, check for these possible explanations.

Upgrading from a Source That Has Moved

When SOLIDWORKS is installed, SOLIDWORKS Installation Manager remembers the location of the installation sources (disk media, disk image on a network, etc.). It expects the sources to be available at the same location when updating.

If the source moves or is deleted, or if the source media changes, SOLIDWORKS

Installation Manager produces an error message. However, you can continue the upgrade by browsing to another location as long as it contains all the same file and folder structure.

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Troubleshooting

Validating Your Graphics Card When Installing or Upgrading

When you finish installing or upgrading SOLIDWORKS on your machine, you should run

SOLIDWORKS Rx to ensure that your machine is running a supported graphics card and graphics card driver.

To validate a graphics card and driver:

When the Installation Manager completes installing and displays the Finish page, under Check Your System, click Run System Diagnostics.

SOLIDWORKS Rx launches and runs diagnostics.

SOLIDWORKS Rx confirms if the graphics card and graphics card driver are supported.

If the graphics card is supported but the driver is not, a status message may provide a link to a supported driver.

Every tenth time you start SOLIDWORKS, a Check Your System message appears and recommends that you run system diagnostics again. To suppress these notifications, right-click SOLIDWORKS Resource Monitor in the Windows notification area and click

Turn Off Notifications.

You can validate a graphics card and driver at any time by right-clicking SOLIDWORKS

Resource Monitor in the Windows notification area. The shortcut menu also lets you:

• Display Help for the SOLIDWORKS Resource Monitor

• Run System Diagnostics

• Update Graphics Drivers

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SOLIDWORKS Installation Manager

Application Help

You can run SOLIDWORKS Installation Manager:

• From a SOLIDWORKS DVD or a shared source or download folder (when installing a new version)

• From the Control Panel Add or Remove Programs page (when modifying or removing an existing version)

• Through a scheduled or manual update check (when detecting, downloading, and installing new release versions)

Each version of SOLIDWORKS has a version of SOLIDWORKS Installation Manager specific to that SOLIDWORKS version.

For versions prior to SOLIDWORKS 2008, use SOLIDWORKS 2007 Installation Manager or download product versions manually from the SOLIDWORKS Support Web site.

If you are running Windows 8, refer to Tips for Using SOLIDWORKS with Microsoft Windows

8 for tasks such as accessing Start or the Control Panel. These steps may vary depending on how Windows 8 is configured on your system. Consult Microsoft Windows documentation for additional instructions and options, especially for systems later than Windows 8.

This chapter includes the following topics:

•

SOLIDWORKS Background Downloader

•

Check for Updates Results

•

Administrative Image Location

•

Download Options

•

Download Options for SOLIDWORKS Installation Manager Files

•

Download Product Installation Files

•

Download Progress

•

Download Results

•

Installation Errors/Installation Cancelled

•

Installation Is Complete

•

Installation Location

•

Upgrade Options

•

Installation Progress

•

Installation Type

•

Installing and Managing Multiple Computers

•

Manual Download

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SOLIDWORKS Installation Manager Application Help

•

Newer Version Available

•

No New Versions Available

•

Processes Detected

•

Product Selection

•

Products to Download

•

Products to Repair

•

Serial Numbers

•

Server Installation

•

SolidNetWork License Manager

•

Summary

•

System Check Warnings

•

Hole Wizard/Toolbox Options

•

Uninstall Products

•

Workgroup PDM Server Options

SOLIDWORKS Background Downloader

SOLIDWORKS Background Downloader performs automated file downloads (for example, when a new Service Pack release is found) using background processes, enabling you to continue other work while downloading. When the download completes, you are asked whether you want to install now, postpone the download, or remove the download.

Background Downloader is enabled by default when you install SOLIDWORKS.

When Installation Manager is running, whether for an installation or download operation,

Background Downloader is paused. For example, it will pause any running downloads, not allow any new downloads to start, and will not allow you to change the download folder specification.

You can disable Background Downloader during installation by changing the Download

Options on the Summary page. (Clear the Do you want to use the Background

Downloader? option.)

When enabled, this icon appears in the Windows system tray in the toolbar:

Clicking this icon enables these operations:

• Help with Background Downloader

• Pause Download

• Resume Download

• Cancel Download

• Installation Options

• Change Download Location

• Check for Updates

• Automatically Check for Updates

• Automatically Download Updates

• Disable Background Downloader

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Help with Background Downloader

Open this help topic for Background Downloader in SOLIDWORKS Installation Guide.

Pause/Resume Download

If a download is running in the background, click Pause Download to pause that download, with the ability to resume later by clicking Resume Download.

Cancel Download

If a download is running, stop that download and delete any files Background Downloader has already downloaded.

You cannot resume a canceled download.

Installation Options

When a download is completed, you can choose from the following options:

• Install now: Install the downloaded files.

• Remind me later: Do not install the downloaded files, but set up a message to remind you later.

• Delete this download: Do not install the downloaded files, and delete them. (This is useful if you have decided you no longer want to install the downloaded files.)

Change Download Location

Change the location where Background Downloader downloads files.

This option is not available if a download is either running or paused.

Check for Updates

Run the Check for Updates feature of SOLIDWORKS Installation Manager.

Automatically Check for Updates

Periodically run Check for Updates, notifying you when updates are available for download.

Automatically Download Updates

Periodically run Check for Updates, downloading updates as they become available.

Disabling and Re-Enabling SOLIDWORKS Background Downloader

You can disable Background Downloader by clicking the icon and then selecting Disable

Background Downloading.

To re-enable Background Downloader, click Start > All Programs > SOLIDWORKS

Installation Manager > SOLIDWORKS Background Downloader.

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Check for Updates Results

Check for Updates looks for later versions of SOLIDWORKS.

You can run Check for Updates manually:

• In Windows, click Start > Programs > SOLIDWORKS Installation Manager >

Check for Updates

• In SOLIDWORKS, click Help > Check for Updates.

Check for Updates is not available on clients installed from administrative images.

Newer Version Available

SOLIDWORKS Installation Manager has detected a newer version of SOLIDWORKS products. You can update to a newer version by selecting the SOLIDWORKS Installation

Manager for that version.

This newer version can download installation files based on the products you specify in the installation. You can share the downloaded files with other users who install using

SOLIDWORKS Installation Manager.

These downloads are only for use by SOLIDWORKS Installation Manager.

These options are available:

• If there are multiple versions available, you can select a version from the list.

• For details about this version, click Check to see what this upgrade includes.

Clicking Next obtains and runs the selected version of SOLIDWORKS Installation

Manager.

No New Downloads Available/Unable to Check for New Versions

SOLIDWORKS Installation Manager has not found a newer version of SOLIDWORKS products, either because you are installing the latest version available or because it could not connect to the SOLIDWORKS site to check.

Administrative Image Location

Specify the installation location of the administrative image.

When creating an administrative image, these options apply:

New image location

This is the directory location in which SOLIDWORKS Installation

Manager will create the new image.

This location cannot contain an existing administrative image.

The administrative image must be in a folder that can be shared for client deployment.

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Estimated space required for image creation

Create image from

This is the additional space required for the administrative image.

Verify that the disk to which you are installing has sufficient free space to support the image requirements.

This is the directory location from which you are installing

SOLIDWORKS products.

This option appears only if the Install Only option is specified. For details, see

Download Options

on page 128.

Download Options

Specify details for completing the download operation, such as the location of the downloaded files, how to download the files, and whether to install the downloaded files.

SOLIDWORKS Installation Manager supports electronic software distribution (ESD). If you are not installing from a SOLIDWORKS DVD, you are prompted to specify the source for the SOLIDWORKS products you are installing.

For answers to questions about the download folder, see

SOLIDWORKS Installation

Manager Download Folder

on page 119.

What do you want to do?

Choose one of the following:

Download and install/Download and create image

After the download completes, SOLIDWORKS Installation Manager runs an installation using the downloaded files.

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Download only.

You can download once and then share downloaded files with multiple computers.

SOLIDWORKS Installation Manager does not run an installation after the download completes.

Typically, you would specify this option if you are downloading the files to configure an installation file set to share among multiple computers.

If you specify this option, you are then asked to choose between two sets of files to download:

• Files for THIS computer: The download will contain only those files that are missing from the installation file set currently on this computer.

This should be a smaller download because it contains:

• Only files for products selected on the Product Selection page

• Only the prerequisite files that are required for your computer but not yet installed

However, if you try to use this downloaded file set on another computer to perform an installation, some files could be missing

(because the installation file set on the other computer might be different from this one). You can use these download files to install on another computer, but when the installation runs you may have to download additional files to complete the installation file set on that computer.

• Files to share with ANY computer: The download will contain the complete installation file set that can be used to install this version on any computer.

This will be the larger download because it contains the complete file set that you can use to install this version of any product on any computer.

If you specified a limited set of products to download, this option ignores that specification and downloads all products contained in the product release.

The download will contain all files required to create an administrative image, not just those files required to perform an individual installation.

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Install only/Create image only. I already have all the installation files needed.

SOLIDWORKS Installation Manager does not download any files, but uses the files in the selected directory.

Click Browse to navigate to a different location. For example, you can browse to an installation DVD or a download folder, provided that location contains all the required files.

If you receive an error message that the folder is incomplete, and you were expecting all installation files to be present at that location, possible explanations include:

• You selected a component for installation that had not been downloaded previously or it was selected by default.

• The files were downloaded on another computer with a different set of system requirements.

• You previously performed a client installation and now are creating an administrative image, which requires a larger file set.

You can either browse to a folder containing all the files (for example, a DVD) or select one of the download options.

Where do you want to download the required files?

This is the download folder location.

In some cases, this option might be visible but disabled. For example, if Install only is specified, SOLIDWORKS Installation Manager will install any downloaded files from the directory specified for that option, rather than using a separate download folder.

Whether you are downloading these files or accessing them from your own location, all files must be downloaded to the same download folder.

Estimated download size

The estimated download disk space requirements are based on the complete component listing chosen, regardless of whether this is a new download or you are resuming a download from a previous session.

For example, if you are resuming a previous download SOLIDWORKS Installation Manager processes only those files that have not already been downloaded. The download time could be less than the estimate.

If a file completed downloading in the previous download, its size is not included in this estimate. Therefore, the estimate might be higher than the actual download size.

How do you want to download?

There are two options:

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Conduct manual download

Speed up downloads by using more network bandwidth

In some cases, a proxy server might prohibit automatic downloads from SOLIDWORKS Installation Manager.

By selecting this option, you can download the files manually through a Web page and then proceed within SOLIDWORKS

Installation Manager to complete the installation operations. This

Web page is customized by SOLIDWORKS Installation Manager to download only the files required to complete the installation.

The downloader uses an algorithm to increase the speed of the download by increasing the network bandwidth used during the download.

In some cases, this can disturb network performance. If you have trouble downloading, this option might not be supported by the proxy server. Try clearing the option and attempting the download again. For details, check with your network administrator.

This option applies only to automatic downloads. It has no impact on manual downloads.

Using SOLIDWORKS Background Downloader

You can use SOLIDWORKS Background Downloader to complete this download operation or to download future SOLIDWORKS Service Pack releases as they become available.

Solidworks Background Downloader can automatically detect and download new Service

Pack updates in the background, notifying you when downloading is complete and the files are ready for installation. For details, see

SOLIDWORKS Background Downloader

on page 125.

Download Options for SOLIDWORKS Installation Manager

Files

You have chosen to download a later version of SOLIDWORKS Installation Manager. Use this screen to specify where and how it is downloaded.

For answers to questions about the download folder, see

SOLIDWORKS Installation

Manager Download Folder

on page 119.

This screen appears only if there is a problem with the default download folder (for example, if write access or network access is not available). Typically, you can just specify an alternate download directory to proceed.

Download Directory

Browse to the destination for SOLIDWORKS Installation Manager files.

The size of the download and the amount of space needed is shown. The amount of space needed includes extra space required to unzip certain downloads and is larger than the actual download size.

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Use Download Acceleration

If you choose this option, the downloader uses an algorithm to increase the speed of the download.

Download acceleration increases bandwidth and can disturb network performance.

Check with your network administrator before enabling download acceleration.

If download acceleration is not supported by the proxy server, this option is automatically disabled.

Download Product Installation Files

Specify where and how to download missing files for the specified product.

SOLIDWORKS Installation Manager downloads, verifies, and extracts all files in parallel during the download process.

Cancelling out of this screen cancels the rest of the installation sequence.

For the consequences of cancellation and instructions on completing interrupted installations, see Installation Errors.

Download Directory

Browse to the destination for the downloaded files.

The download size and the required space is shown. The required space includes any extra space needed to unzip certain downloads and is larger than the actual download size.

For answers to questions about the download folder, see SOLIDWORKS Installation

Manager Download Folder.

SOLIDWORKS Installation Manager Download Folder

Download Options

Speed up downloads by using more network bandwidth

The downloader uses an algorithm to increase the speed of the download by increasing the network bandwidth used during the download.

Download acceleration increases bandwidth and can disturb network performance.

Check with your network administrator before enabling download acceleration.

If download acceleration is not supported by the proxy server, this option might be automatically disabled.

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Download Progress

SOLIDWORKS Installation Manager downloads, verifies, and extracts all files in parallel during this process.

To cancel the download after it has begun, click Cancel.

If you cancel the download or the download fails, a Download Canceled or Download

Problem screen indicates which downloads were not completed and lets you resume the download or close the application.

For answers to questions about the download folder, see

SOLIDWORKS Installation

Manager Download Folder

on page 119.

Download Results

Indicates whether the download completed successfully, failed during operation, or was cancelled.

Download Problem/Download Cancelled

If you see Download Problem, SOLIDWORKS Installation Manager encountered problems that prevented the download from completing.

If you see Download Cancelled, you cancelled the download before it could complete.

To proceed:

Retry/Resume automatic downloads

To resume the automatic download from when you cancelled, select this option and click Retry Download or Resume

Download.

Download files individually in a Web browser

In some cases, a proxy server might prohibit automatic downloads from SOLIDWORKS Installation Manager.

By selecting this option, you can download the files manually through a Web page and then proceed within SOLIDWORKS

Installation Manager to complete the installation operations.

This Web page is customized by SOLIDWORKS Installation

Manager to download only the files required to complete the installation.

Download Complete

The Download Complete screen appears when the download completes if you specified the Download Only option.

Click Finish to exit SOLIDWORKS Installation Manager.

Do not attempt to install any of these products manually. Always use

SOLIDWORKS Installation Manager to install downloaded files.

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Installation Errors/Installation Cancelled

The installation has encountered an error or was cancelled.

If an error or cancellation occurs:

• Products that installed before the error or cancellation remain on the computer.

• The product that was being installed at the time of the cancellation is rolled back, if possible, so that there are no partial installations.

• Remaining products are not installed or uninstalled. A list is provided under Not Yet

Attempted.

To resume installing or uninstalling these products, click the link provided.

SOLIDWORKS Installation Manager first installs any prerequisites that are not installed on the computer, such as .NET framework.

Recovering from a Failed or Cancelled Installation

If an error or cancellation occurs during installation, you can recover from that point by re-running the installation.

Record the error message and product code for the installation that failed, as shown on the Installation Errors or Installation Cancelled screen.

If you are prompted for a source file and you are not modifying an existing

SOLIDWORKS installation, the installation or computer may be corrupt. Contact your SOLIDWORKS reseller.

Reboot the computer.

To ensure that no SOLIDWORKS products are running, in Windows, press Ctr+Alt+Del to open the Task Manager.

On the Processes tab, if any of the following processes appear under Image Name, select them and click End Process.

• SLDWORKS.exe

• EModelViewer.exe

• PDMworks.exe

• pdmwVault.exe

• SWViewer.exe

• solidworksexplorer.exe

• swlmwiz.exe

• photoview360.exe

• SWBoengine.exe

• SWVBAServer.exe

• Sldshellextserver.exe

If the application is already installed and you were trying to modify or remove it, try to repair the installation. For details, see Repairing an Installation.

In Windows 7 or later, click Start > Control Panel > Programs and Features. For earlier versions of Windows, click Start > Control Panel > Add or Remove

Programs.

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Select the version of SOLIDWORKS that failed.

If there is no entry for the SOLIDWORKS version you are trying to install, repeat the installation process.

Do one of the following:

• To retry, click Change and select all products that failed to install or were skipped during the installation.

• To skip the failed installation, click Change and select all products that were skipped during the installation. Clear the product that failed to install.

• To abandon the installation, click Remove and select any products that were installed.

This will not restore the previous version of any products you are upgrading.

Repairing an Installation

If you encounter problems with an installed SOLIDWORKS product, you can use the

SOLIDWORKS Installation Manager to repair the installation.

You can repair an individual installation. You cannot repair an administrative image; you must uninstall and then reinstall the administrative image.

In Windows 7 or later, click Start > Control Panel > Programs > Programs and

Features.

Select the SOLIDWORKS version you wish to repair and click Change.

On the Welcome to SOLIDWORKS Installation Manager screen, click Repair the

individual installation (on this computer).

On the Products to Repair screen, select the product to repair.

Clear the rest of the products on the screen.

Click Repair.

Contacting the SOLIDWORKS Reseller

If modifying or repairing the installation fails, contact your local SOLIDWORKS reseller with the information gathered from this screen. You might also be asked to provide a zip file of SOLIDWORKS Installation Manager log files.

Locate the log files:

• For Windows 7 or later:

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C:\Users\username\AppData\Roaming\SOLIDWORKS\Installation Logs\

installed_version\

If you cannot find the folder, it might be hidden. In Windows Explorer, click Tools

> Folder Options. On the View tab, under Advanced Settings, select Show

hidden files and folders for Hidden files and folders.

Zip the entire contents of this folder, including sub-folders.

Installation Is Complete

SOLIDWORKS Installation Manager has completed its processing.

One or more of these options may be displayed.

What's New

For individual installations, when you finish the installation process, a document describing new functionality in SOLIDWORKS and its add-in products appears.

For administrative image installations, the document appears on client computers when they complete their installations.

Survey

Give us your opinions about the installation process by answering a short survey.

Join the SOLIDWORKS Customer Experience Improvement Program

Performance information is sent to SOLIDWORKS Corporation to help improve the product.

The process is transparent and confidential. Select one of the following:

• Yes, I want to join

• No, thank you

• Remind me later

For further information, see the

Customer Experience Improvement Program Web site

Administrative Image Creation Is Complete

When you finish creating the administrative image, you can click Customize Image to run the Administrative Image Option Editor to customize the image.

Click Show me how to install this image on a client. to show instructions on using the Option Editor.

For details about configuring an administrative image using the Option Editor, see

Administrative Image Option Editor.

Click Customize Image to start the Administrative Image Option Editor to customize the option settings for this administrative image.

You can start the Option Editor later by double-clicking sldAdminOptionEditor.exe

in the Administrative Image installation directory.

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Checking for Updates to SOLIDWORKS

You can use SOLIDWORKS Installation Manager to check for updates manually or to configure automatic periodic checking for updates.

Start SOLIDWORKS Installation Manager by doing one of the following:

• In the SOLIDWORKS application, click Help > Check for Updates.

• In Windows, click Start > Programs > SOLIDWORKS Installation Manager

> Check for Updates.

SOLIDWORKS Installation Manager tells you whether any updates are currently available.

If updates are available, choose whether to download and install them.

To enable automatic periodic checks for updates, when SOLIDWORKS Installation

Manager completes its processing select Check for Updates every __ days and specify the frequency of checks.

SOLIDWORKS Customer Experience Improvement

Program

When installing SOLIDWORKS, you can specify that performance information is sent to

SOLIDWORKS Corporation to help improve the product.

SOLIDWORKS uses this information to determine trends concerning product usage and quality. Our goal is to deliver the highest quality product and the performance logs are a useful tool in this process.

The process is transparent. All information contained within the log files is treated confidentially. It is not used for any other purpose and no one will contact you.

For further information, see the

Customer Experience Improvement Program Web site

Installation Location

Specify SOLIDWORKS installation locations.

For installations except administrative image creation, these options apply:

Install selected products to

This is the directory location to which you are installing

SOLIDWORKS.

When upgrading or modifying an installation, all files must be installed to the existing location for that installation. In this case, you cannot change the location of the existing

SOLIDWORKS installation.

Estimated space required for installation

This is the additional space required for the products selected for installation or modification.

Verify that the disk to which you are installing has sufficient free space to support the installation requirements.

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Install from

This is the directory location from which you are installing

SOLIDWORKS.

This option appears only if the Install Only option is specified.

For details, see Download Options.

Consult your system administrator before changing either SOLIDWORKS installation location.

Administrative Image Locations

When creating an administrative image, these options apply:

New image location

This is the directory location in which SOLIDWORKS Installation

Manager will create the new image.

This location cannot contain an existing administrative image.

Estimated space required for image creation

Create image from

This is the additional space required for the administrative image.

Verify that the disk to which you are installing has sufficient free space to support the image requirements.

This is the directory location from which you are installing

SOLIDWORKS products.

This option appears only if the Install Only option is specified. For details, see Download Options.

Existing image location

When upgrading an existing administrative image, SOLIDWORKS

Installation Manager creates a new image based on the settings for that existing image. This existing image is not modified.

This shows the location of the original image you specified on the Welcome screen.

Avoid Using Version-Specific Directory Paths

If you specify a version number in an installation directory location (for example, C:\

Program Files\SOLIDWORKS Corp\SOLIDWORKS 2015\

), and then upgrade that installation to SOLIDWORKS 2016, you will have a SOLIDWORKS 2016 installation directory that is labeled SOLIDWORKS 2015.

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Upgrade Options

One or more older major versions of SOLIDWORKS are currently installed on this computer.

Choose whether to upgrade the latest existing version to the new version or to create a new installation for the new version.

This choice appears only if no previous version of this major release is installed on this computer. If a previous version of this major release is installed, SOLIDWORKS

Installation Manager always updates that installation.

(Starting in SOLIDWORKS 2010, parallel installations of multiple Service Pack versions of the same major release are no longer supported.)

When upgrading:

• All specified products are upgraded.

• All installed products are selected by default.

• If you deselect a product, that product is not upgraded.

If you deselect a product component, you are not specifying that SOLIDWORKS

Installation Manager remove that component. To remove a product component, use

Add/Remove Programs. For details, see Removing an Installation.

Select the appropriate option and click Next to continue.

**Create a new installation of SOLIDWORKS version.**

Selecting this option preserves the older major version installation in addition to creating a new installation for this major version.

This can be useful if you want to access the older version of SOLIDWORKS even after the newer version is installed. For example, if you are sharing files with other users who are still running the older version, you can avoid version incompatibility with files saved using the newer version.

**Upgrade SOLIDWORKS previous_major_version to SOLIDWORKS**

current_major_version.

Selecting this option upgrades the older version installation to the newer version.

Once the installation completes, the older SOLIDWORKS version will no longer be available on this computer.

Installation Progress

This screen shows the progress of the installation.

To cancel the installation after it has begun, click Cancel.

For the consequences of cancellation and instructions on completing interrupted installations, see

Installation Errors

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Installation Type

Specify the installation operation you would like to run, such as creating a new installation, modifying or repairing an existing installation, creating an administrative image, installing administrative server products, or downloading files without installing.

Individual

Install SOLIDWORKS products on this computer.

This option appears only if this version is not currently installed on this computer.

Modify the individual installation

Modify the existing SOLIDWORKS installation on this computer.

This option appears only if this version is currently installed on this computer.

Modifications include:

• Adding or removing SOLIDWORKS product components

• Changing to a different SOLIDWORKS package (for example, SOLIDWORKS Professional,

SOLIDWORKS Premium, and so on)

• Changing the SOLIDWORKS serial number setting

If you already specified a SOLIDWORKS serial number during a prior installation,

SOLIDWORKS Installation Manager might not prompt for it again. To change the serial number that is assumed by SOLIDWORKS Installation Manager, you must select this option.

Repair the individual installation

Repair the existing SOLIDWORKS installation on this computer.

This option appears only if this version is currently installed on this computer.

Repair verifies that all the files are present and registered properly and fixes any problems that are found. Data you have created is not affected.

• To repair a product, ensure that it is selected.

• Clear the check boxes for products you do not want to repair.

You can repair an individual installation. You cannot repair an administrative image installation; you must reinstall using the administrative image.

Administrative image

Create or update an administrative image on this computer.

You can use an administrative image to install on multiple computers. For details about installing SOLIDWORKS on multiple clients using administrative images, see Using

Administrative Images.

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When creating or updating administrative images:

• You can use installation settings from an existing image to configure the new or updated image, or you can use the default SOLIDWORKS installations settings.

• If you are updating an existing image:

• SOLIDWORKS Installation Manager creates a new copy of the image, even if you are updating. The original image is not modified.

• You can create the updated image using files from the existing image you are updating. This results in a smaller download.

If you do not specify an image for which a Service Pack release is available to update the previous image, you cannot take advantage of the smaller download.

Server products

SOLIDWORKS administrative server products include SOLIDWORKS Electrical,

SOLIDWORKS Workgroup PDM Server (Vault), SOLIDWORKS PDM, and SolidNetWork

License Manager.

For SOLIDWORKS Electrical and SOLIDWORKS PDM, you can choose to install the client and server tools on the same computer or on different computers.

For details about installing these servers, see corresponding topics in the Help.

Download only

Download the installation files for selected SOLIDWORKS products without installing the products.

This option does not appear if you are installing from DVD.

The content of the downloaded files is the same as the files that are available on the

SOLIDWORKS installation DVDs. Selecting this option downloads the full set of installation files, regardless of what files might already be installed on your computer.

You can use this method to set up a server from which your users can perform installations.

This is different from creating an administrative image.

Installing and Managing Multiple Computers

SOLIDWORKS Installation Manager provides the following tools to install and manage multiple SOLIDWORKS computers.

SOLIDWORKS Administrative Images

If you are installing SOLIDWORKS on multiple computers, you can create an administrative image and then deploy the application to other computers.

Workgroup PDM Server

The Workgroup PDM application is project data management software that runs inside the SOLIDWORKS environment or as a standalone application inside SOLIDWORKS

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Explorer. Installing the Workgroup PDM Server creates a Workgroup PDM vault, which is the database that stores the managed SOLIDWORKS projects.

SOLIDWORKS PDM

SOLIDWORKS PDM is a document management product based on the same client/server architecture as SOLIDWORKS Enterprise PDM. It is available in two versions: Standard and Professional. SOLIDWORKS PDM uses a Microsoft SQL Server database to manage file vaults.

SolidNetWork License Manager

The SolidNetWork License Manager allows the number of users to exceed the number of licenses by floating the use of licenses. When a client license is not in use, it is available for another SOLIDWORKS user.

You can also use the SolidNetWork License Manager to distribute licenses for SOLIDWORKS core add-in products (for example, FeatureWorks).

Manual Download

You have chosen to download files manually (or you might have chosen to download manually the last time you ran SOLIDWORKS Installation Manager).

Click the link to open an automatically generated Web page that contains a complete list of the files you need to complete your download.

You must download to the folder specified on the Summary page. Installation cannot begin until all the files are downloaded into that folder.

Once you have completed the manual downloads, click Next to continue.

If you want to download automatically, you can change the option by going back to the

Summary Page and changing Download Options.

Newer Version Available

The Installation Manager has detected a newer version of SOLIDWORKS products. You can choose to install the version contained in the original installation DVD or download, or you can choose to download and install the newer version.

If You Are Installing from a DVD

Under Would you like to use the newer version?, choose one of the following:

• No, continue installing version from this DVD. You can update afterwards with

a smaller download.

Select this option to continue with the installation using the current Installation Manager.

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After the installation completes, you can check for and install updates using the

Installation Manager. To check for updates, run Start > SOLIDWORKS Installation

Manager > Check for Updates.

The advantage is that this results in a smaller download. The disadvantages are that this is a two-step process and the files that you download are version specific (and cannot be shared by other users using different versions).

• Yes, perform installation using this DVD, then download and update to version.

Select this option to download and run a later version of the Installation Manager to install SOLIDWORKS products for that version.

If a small Service Pack release is available to update the DVD version, Installation

Manager first will install the original version from the DVD and then apply the Service

Pack update. This results in a smaller download.

You can achieve the same result by selecting the option to continue installing from the

DVD and then applying the update at a later date.

The advantage of this option is that it is a one-step process.

In most cases, installing the full version from the DVD and then using the Installation

Manager to check for and install updates is preferred because it requires smaller downloads.

If You Are Installing from a Download

Choose one of the following:

• Continue installing version.

Select this option to continue installing the version contained in the initial download.

• Download and install a new version: version

Select this option to download the new version and install that. If there are multiple new versions available, you can select the version to download and install.

No New Versions Available

There are no newer versions available for download. Proceed with installing the specified version.

To proceed with the installation, click Next.

Processes Detected

SOLIDWORKS Installation Manager has detected processes on this computer that might prevent a successful installation.

• To continue the installation do one of the following:

• Close these processes (for example, using Microsoft Windows Task Manager) and then press Retry.

• Click Ignore to proceed without closing the processes.

• To stop the installation, press Cancel.

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Product Selection

Specify the product components to install, modify, download, or remove.

In the product listing:

• The product listing is the complete listing of products that are available in the package specified above the product listing.

• To view the projected action for a particular component, click the component name

(but not the check box). The intended installation action appears in the information field below the product listing.

• If you are performing a Modify installation, an asterisk (*) appears to the left of components when you make any change in the product selection.

• If a component has optional installation sub-components in it, a + icon appears next to the component. To see the available sub-components for a component, click the + icon.

• If a component has been expanded to show optional sub-components, a - icon appears next to the component. To collapse the sub-component listing, click the - icon.

If you are applying a Service Pack, features of SOLIDWORKS appearing under

SOLIDWORKS (for example, FeatureWorks) cannot be selected. This is because you cannot add or remove a feature when performing this type of upgrade.

The actions performed by SOLIDWORKS Installation Manager are controlled by a set of product coexistence rules. For details, see Product Coexistence Rules.

SOLIDWORKS Installation Manager selects these product components by default:

• If you are performing an upgrade or a Service Pack update, SOLIDWORKS Installation

Manager selects the products currently installed.

• Otherwise, SOLIDWORKS Installation Manager selects all products to which you are entitled.

To reduce your installation or download time and disk space requirements, expand the product components and clear the check box for those components you do not need.

If SOLIDWORKS Installation Manager was unable to verify the products to which you are entitled, you can click Select different packages or products to change the product package (such as SOLIDWORKS Professional or SOLIDWORKS Premium) listing to install or modify. SOLIDWORKS Installation Manager lists all SOLIDWORKS products on your installation media that are compatible with the package you select. You can select any products you purchased or are entitled to evaluate.

SOLIDWORKS Search

SOLIDWORKS Search provides a powerful full text search of SOLIDWORKS documents, the Workgroup PDM vault, and 3D ContentCentral. Search displays a preview and the file location and name.

After the installation, SOLIDWORKS Search indexes SOLIDWORKS documents for faster searches. Only SOLIDWORKS files are indexed by default.

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Installing SOLIDWORKS Search automatically installs Windows Desktop Search if it is not already installed on your computer.

Language Support

Expand the SOLIDWORKS product and the Languages component to see the languages you can install.

The Languages specification limits the languages that are installed for the

SOLIDWORKS product only. Other product installations are not affected by this specification. For example, eDrawings

, SOLIDWORKS Workgroup PDM, SOLIDWORKS

Explorer, and SOLIDWORKS PDM install all languages.

Space Needed

SOLIDWORKS Installation Manager reports either total installation size or total download size at the bottom of the page.

• If you selected the Download Only option, download size appears. Download size is the total amount of disk space required for all of the downloaded files (not including extra space required to unzip the files after the download completes). This figure is an estimate.

All files needed for installation are included in the total download size. If some files already were downloaded into the current download folder, they will not be downloaded again. As a result, your actual download size might be smaller than the total download size shown, or you might not need to download any files.

• Otherwise, installation size appears. Installation size is the change in disk space usage that will occur when you complete this installation. Due to file compression, these figures are estimates.

If you are upgrading or removing an existing installation, the installation size could be zero.

The figure shown does not include any space needed to download or extract files if required for the installation.

If downloads are required and you are downloading to the same drive, the actual disk space requirements could be significantly greater than the installation size that appears.

To reduce download or installation time for future modifications, do not delete the downloaded files after installation. Subsequent updates and patches typically require access to the last full installation file set.

Products to Download

Select SOLIDWORKS products to download to a specified location.

The products available for download are determined by the serial number you supplied:

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• The action to be performed for each component appears to the right of each item.

• If a component has optional installation sub-components in it, a + icon appears next to the component. To see the available sub-components for a component, click the + icon.

• If a component has been expanded to show optional sub-components, a - icon appears next to the component. To collapse the sub-component listing, click the - icon.

• Click the check box to the left of each component to select how it is handled by

SOLIDWORKS Installation Manager.

SOLIDWORKS Installation Manager downloads all product components to which you are entitled, unless you specify otherwise. To reduce your download time and disk space requirements, expand the product components and select those components you do not need.

If SOLIDWORKS Installation Manager was unable to verify the products to which you are entitled, you can select a SOLIDWORKS package to download. SOLIDWORKS

Installation Manager lists all SOLIDWORKS products that are compatible with the package you select.

Language Support

The Languages specification limits the languages that are installed for the SOLIDWORKS product only. Other product installations are not affected by this specification. For example, eDrawings

, SOLIDWORKS Workgroup PDM, and SOLIDWORKS Explorer install all languages.

Space Needed

Based on the products you select, the space needed to perform the download is shown.

Download size is the total amount of disk space required for all of the downloaded files

(not including extra space required to unzip the files after the download completes). This figure is an estimate.

To reduce download or installation time for future updates and patches, do not delete the downloaded files after installation. Subsequent updates and patches typically require access to the last full installation file set.

Products to Repair

When you specify Repair this installation, this screen displays the SOLIDWORKS products, with version numbers, that can be repaired by this version of SOLIDWORKS

Installation Manager.

Repair verifies that all the files are present and registered properly and fixes any problems that are found. Data you have created is not affected.

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• To repair a product, ensure that it is selected.

• Clear the check boxes for products you do not want to repair.

Click Repair to begin repairing the selected products.

You can repair an individual installation. You cannot repair an administrative image installation; you must reinstall the administrative image.

Serial Numbers

Serial numbers, found on the distribution box, associate your computer with the

SOLIDWORKS products you have purchased.

If SOLIDWORKS products are already installed on your computer, their serial numbers are displayed by default.

• Enter your SOLIDWORKS serial number if it is not already displayed.

• If you have serial numbers for products that are not included with your SOLIDWORKS license, click the product entry underneath Do You Have Other Serial Numbers? and then enter the serial number for that product.

If you have an internet connection, the serial numbers you provide will determine the products to which you are entitled as you continue through the installation process.

SOLIDWORKS Simulation serial number. In addition, some products do not require a serial number. If you have any questions about your serial numbers, contact your VAR.

Server Installation

The server products you are attempting to install are listed, with the results of the installations.

Server Installation Status

Server product installations are performed by an external installation application. If you are not currently in that application, you must switch to it to complete the installation.

Click Cancel to stop the server product installations.

Server Installation Complete

The external installation application has completed successfully.

Click Finish or Next.

• If you are installing other administrative products (for example, a SOLIDWORKS administrative image), that installation continues.

• If the server product installations were the only installation operation, SOLIDWORKS

Installation Manager closes.

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Server Installation Cancelled or Failed

If a server product installation failed or was cancelled after it was begun, servers that were not installed are listed.

Click Close or Next.

• If you specified other administrative product installations, SOLIDWORKS Installation

Manager will resume.

• If the server product installations were the only installation operation, SOLIDWORKS

Installation Manager closes.

SolidNetWork License Manager

Specify installation options for the SolidNetWork License Manager server product.

Serial numbers

Specify SolidNetWork License serial numbers. You can specify multiple serial numbers by separating them using commas.

SolidNetWork serial numbers are different from SOLIDWORKS serial numbers.

Installation location

Specify the installation location for the SolidNetWork License Manager.

If you are updating an existing SolidNetWork License Manager, you must install to the existing installation location.

For more information

For details about installing, configuring, and using SolidNetWork License Manager, see

Administering Licenses Using a SolidNetWork License Manager.

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Summary

SOLIDWORKS Installation Manager has all of the information needed to complete the installation operation.

To continue:

Click the action Now button to initiate the installation operation

(for example, Install Now, Create Now, Download Now,

Modify Now).

To change installation settings:

Click CHANGE for the section you want to change (for example, Products, Installation Location, Toolbox Options).

To cancel:

To revert to a previous page:

Click Cancel to exit SOLIDWORKS Installation Manager without changing installation components.

Click Back to return to a previous page in SOLIDWORKS

Installation Manager.

For information about a particular set of installation options (for example, Products,

Installation Location, Toolbox Options, and so on):

1. Click CHANGE next to the section for which you want information.

2. In the detail page that appears, click Help to get information about those installation option settings.

System Check Warnings

System Check reported issues that could impact how you continue with the installation.

In most cases, you should be able to proceed with SOLIDWORKS Installation Manager.

The warnings you can encounter at this stage are listed below with suggestions about how to proceed.

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Serial

Number

Validation

Problems

The Installation Manager was not able to check for new versions because it could not validate your serial number.

If you are connected and entered a valid serial number, this could indicate a temporary problem on our server. Try again later.

Serial Number Validation: The Installation Manager could not validate your serial number to determine which products you are entitled to install. You will still be able to choose the products you want to install, but you will not be able to download any installation files. You will need to provide a complete set of download source files or a DVD from which to install.

Resolution:

• Check the internet connection. The serial number check requires a valid internet connection.

• Check that the serial number you entered is valid for the products you are trying to install.

• Some installations require that you have a valid subscription in place at the time the version was released. For details, consult your

SOLIDWORKS reseller.

• In most cases, you can proceed with the installation, provided you are installing from a DVD or a previously downloaded file set.

Newer

Version

Available

Latest

Version

Available

Newer Version Available

New Versions Available

A newer version of this product is available for download.

Resolution: When performing a Check for Updates operation, the installation might prompt you to install a later version that is available by downloading from SOLIDWORKS. You can continue this operation using the version you initially specified or you can download this newer version and continue the operation using that version instead.

This is the latest version available. Click Next to continue.

No New Downloads Available

Resolution: This message can appear when you are checking for updates during an installation or modification. It indicates that you are currently installing (or have installed) the latest version available.

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Internet

Connection

Problems

Internet Connection: The Installation Manager could not connect to the SOLIDWORKS server to determine which products you are entitled to install. You will still be able to choose the products you want to install, but you will not be able to download any installation files. You need to provide source files on DVD or a previously downloaded file set.

Unable to Check for New Versions

The Installation Manager was not able to check for new versions because it could not connect to the server.

Resolution:

• Check the internet connection.

• You can proceed with the installation, provided you are installing from a DVD or a previously downloaded file set.

Hole Wizard/Toolbox Options

If SOLIDWORKS Toolbox is installed, SOLIDWORKS includes a standard library of hole types and hardware.

For details about configuring, extending, and using SOLIDWORKS Toolbox, click Help >

Toolbox Help in SOLIDWORKS.

To view this help, you might have to start the Toolbox add-in, using Tools > Add-Ins.

Before using a SOLIDWORKS Toolbox, make sure it is properly configured according to your company or group policy. In many cases, a group will configure and maintain a central Toolbox. Check with the SOLIDWORKS administrator for guidance on how to specify a Toolbox during SOLIDWORKS installation.

You can change the selected SOLIDWORKS Toolbox after installation. In SOLIDWORKS, click Tools > Options. On the System Options tab, click Hole Wizard/Toolbox.

The following sections describe all options you can encounter on this screen for all configurations. The actual Toolbox options you see depends on the pre-existing

SOLIDWORKS and Toolbox configurations on this computer and SOLIDWORKS Installation

Manager choices you have specified to this point.

**Create a new new-version Toolbox**

Create a new version of SOLIDWORKS Toolbox on this computer.

When you create a new version, in the Product Selection screen, expand SOLIDWORKS

> SOLIDWORKS Toolbox and select which standards to support for the Toolbox. All standards are selected by default.

Any existing Toolboxes on this computer are not modified.

Reference or upgrade an existing Toolbox

Use an existing Toolbox. Click Browse to specify the location of the Toolbox you want to use with this installation.

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• If the Toolbox is configured for a previous SOLIDWORKS major release version, it is upgraded to this version. Any customizations made to that Toolbox are preserved in the upgraded Toolbox.

Upgrading a Toolbox to a new SOLIDWORKS major release version makes that Toolbox incompatible with computers running prior major release

SOLIDWORKS versions.

• If the Toolbox is configured for this SOLIDWORKS version (as might be the case if you specify a shared network Toolbox that has already been upgraded), no upgrade to that

Toolbox occurs.

• If you are upgrading a Toolbox in a SOLIDWORKS PDM environment, additional procedures are required. For details, see Notes About Configuring SOLIDWORKS Toolbox.

This option appears in all installation scenarios except creating an administrative image.

**Upgrade a previous-version Toolbox**

Copy a Toolbox configured for a previous major release version to a new location and upgrade that copy to this version.

This option appears if a previous SOLIDWORKS major release version is installed on this computer, but you have chosen not to upgrade that installation to this release.

The purpose of this option is to upgrade a Toolbox for a previous major release

SOLIDWORKS version that is installed without impacting users that are using the older version of Toolbox.

If you are upgrading a Toolbox in a SOLIDWORKS PDM environment, additional procedures are required. For details, see Notes About Configuring SOLIDWORKS Toolbox.

**Upgrade this installed previous-version Toolbox**

Upgrade this Toolbox to the newer version.

Upgrading a Toolbox to a new SOLIDWORKS major release version makes that Toolbox incompatible with computers running prior major release

SOLIDWORKS versions.

This option appears if you are upgrading a previous SOLIDWORKS major release version to this version and a Toolbox configured for that release is found on this computer.

If you are upgrading a Toolbox in a SOLIDWORKS PDM environment, additional procedures are required. For details, see Notes About Configuring SOLIDWORKS Toolbox.

**Use the installed current-version Toolbox**

SOLIDWORKS Installation Manager has detected on this computer a Toolbox configured for this SOLIDWORKS major release version.

If you select this option, SOLIDWORKS will use this Toolbox. No upgrade occurs.

This option appears if a previous SOLIDWORKS major release version is installed on this computer, but a Toolbox is configured for this version. This might occur if a shared Toolbox is created on a computer that is still running an older SOLIDWORKS version.

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Specify the Toolbox location for the client computer

Specify a network or directory location as the default Toolbox location when clients install from an administrative image.

If the location contains a Toolbox configured for a previous SOLIDWORKS major release version at the time the client installation occurs, SOLIDWORKS Installation Manager upgrades that Toolbox.

This option appears when you are creating a new administrative image.

Upgrade or use the Toolbox referenced in the existing image for the client computer

Use the Toolbox location specified in an existing administrative image you are updating.

If the location contains a Toolbox configured for a previous SOLIDWORKS major release version at the time the client installation occurs, SOLIDWORKS Installation Manager upgrades that Toolbox.

Select a different Toolbox location for the client computer

Specify a different Toolbox location from that specified in an existing administrative image you are updating.

If the location contains a Toolbox configured for a previous SOLIDWORKS major release version at the time the client installation occurs, SOLIDWORKS Installation Manager upgrades that Toolbox.

Notes About Configuring SOLIDWORKS Toolbox

SOLIDWORKS Toolbox is a powerful and complex feature. This topic summarizes some concepts to consider before configuring a Toolbox using SOLIDWORKS Installation Manager.

Finding More Information About SOLIDWORKS Toolbox

For details about configuring, extending, and using SOLIDWORKS Toolbox, click Help >

Toolbox Help in SOLIDWORKS.

To view this help, you might have to start the Toolbox add-in, using Tools > Add-Ins.

Using a Shared Toolbox

When you install Toolbox, you can have Toolbox data on the local computer or in a shared network location. Storing Toolbox data in a network location is recommended. By using a common location, all SOLIDWORKS users share a consistent set of fastener information.

If this is the first time installing, browse to the new shared location where you would like to install the Toolbox.

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Upgrading an Existing Toolbox

Upgrading a Toolbox to a new SOLIDWORKS major release version makes that Toolbox incompatible with computers running prior major release SOLIDWORKS versions.

If other computers remain at that prior major release and continue to require a Toolbox configured for that release, you should make a copy of that Toolbox and upgrade that copy. The new SOLIDWORKS installation will upgrade the copy of the Toolbox and the previous SOLIDWORKS installations will continue using the old Toolbox.

Configuring Toolbox Access

After installation, when you access Toolbox components SOLIDWORKS checks how you have configured Toolbox and makes suggestions to improve access and performance.

For accessing the shared network Toolbox (recommended), use a UNC path to the server on which the shared Toolbox was installed. For details, see UNC Format.

An administrator can create a password for Toolbox and set permissions and preferences for the workgroup. Restricting access to configuration and setting common preferences ensures consistent Toolbox data.

Upgrading Toolbox in a SOLIDWORKS PDM Environment

When you upgrade the SOLIDWORKS software, Toolbox is upgraded if parts have been added. If the Toolbox root folder is in a SOLIDWORKS PDM vault, before you start the

SOLIDWORKS upgrade, you must prepare the Toolbox folder.

On the first system to perform the upgrade, you must use Get Latest Version to download the Toolbox files to the local cache and check out the Toolbox database file. On other systems that are upgraded, the only requirement is to download the Toolbox files.

Before you upgrade:

• Ensure that there is a full recent back up of the vault database and archive.

• Make sure that the Toolbox parts are not checked out or in use by any currently checked out assemblies.

To upgrade Toolbox:

1. In Windows Explorer, log in to the vault as a user with full permissions (check out, check in, add, delete).

2. Right-click the Toolbox folder and click Get Latest Version to copy all Toolbox files and the toolbox database to the local cache.

If your archive server is remote, this may take several minutes.

3. Check out the Toolbox database file (SWBrowser.mdb) from \Toolbox_folder_name\ lang\your_lang

4. Run the SOLIDWORKS Installation Manager to perform the upgrade.

5. On the Summary screen, ensure that the Toolbox Options installation location is the location in the vault.

If it is not, click Change, select Reference or upgrade an existing Toolbox, and browse to the Toolbox location in the vault.

6. When the upgrade completes, in Windows Explorer, check in the Toolbox folder to add any new or updated files to the vault so that other users can work with Toolbox.

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7. For upgrades to SOLIDWORKS 2012 or later, navigate to your Toolbox folder in the vault and ensure that the following are present:

• \Toolbox_folder_name\Updates

• \Toolbox_folder_name\ToolboxStandards.xml

• \Toolbox_folder_name\Browser\ToolboxFiles.index

If they are not, contact your Value Added Reseller.

8. Upgrade the rest of the computers that use SOLIDWORKS PDM integration with Toolbox: a. In Windows Explorer, log in to the vault as a user with at least read permission to the Toolbox folder.

b. Right-click the Toolbox folder and click Get Latest Version to copy the Toolbox files to your local cache.

c. Run the SOLIDWORKS Installation Manager to upgrade.

The installer detects that Toolbox is already upgraded.

For details about Toolbox configuration in SOLIDWORKS PDM, see Configuring Toolbox in the SOLIDWORKS PDM Administration Tool help.

UNC Format

Uniform (or Universal) Naming Convention format specifies a file name syntax format to describe a shared file location.

\\server\volume\path

For example:

\\Disk_Server\SOLIDWORKS\AdminImage

Uninstall Products

When you select to Remove or Uninstall programs from the Control Panel, this screen displays the SOLIDWORKS products (with version numbers) that can be uninstalled by this version of SOLIDWORKS Installation Manager. You can choose to perform a standard, custom or complete uninstall.

The standard uninstall removes Program Files and Folders of a SOLIDWORKS product.

By default, all SOLIDWORKS products for the selected release are specified for a standard uninstall.

A custom uninstall removes one or more of the following items: Program Files and Folders, registry keys and data folders, such as the SOLIDWORKS Toolbox, and files and folders from the original download location.

A complete uninstall removes the install directories, registry keys and data folders.

To uninstall a product:

1. On the Uninstall screen, ensure that the product is selected.

If you uninstall all products, the Solidworks Installation Manager is also uninstalled.

2. Clear the products you do not want to remove.

If you retain any product, SOLIDWORKS Installation Manager is not removed.

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3. Choose whether to perform a custom or complete uninstall.

a. Click Change in Advanced Options.

The Advanced Options screen appears. The Program Files and Folders option is checked.

b. Select one or more options to perform a custom uninstall, or select all options to perform a complete uninstall.

c. Click Back to Summary.

d. On the Summary screen, expand Advanced Options to display the uninstall method and entries.

4. Click Remove Items.

When you click Remove Items, SOLIDWORKS Installation Manager starts removing products immediately.

Workgroup PDM Server Options

Specify installation options for the SOLIDWORKS Workgroup PDM server product.

Installation Location

Specify the installation location for the Workgroup PDM server products.

Products to install

Specify which Workgroup PDM server products to install:

Workgroup PDM Vault

Specify the location for the Workgroup PDM Vault data. A

Workgroup PDM Viewer license must be installed with the vault to enable the Viewer.

Workgroup PDM

Viewer

When installing the Workgroup PDM Viewer, you must specify the name or IP address of the Workgroup PDM Vault computer that the Viewer will access.

Workgroup PDM API

A license for Workgroup PDM API is included with the licenses of SOLIDWORKS clients and Explorer clients. Check-in APIs require client licenses.

For more information

For details about installing Workgroup PDM, see

SOLIDWORKS Workgroup PDM

on page 69.

For details about using Workgroup PDM, see Workgroup PDM in SOLIDWORKS Help.

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