This document helps those who require the need to upgrade their SolidWorks from version 2013-2014, this is not a guide but a supplement to work through the upgrade process, to further proceed you will need to have some understanding or past experience with the upgrade/installation process of SolidWorks either learnt from your VAR.
How to upgrade your solid works installation 2013-2014
1. AUSTRALIA
ABN 67 135 726 528
SYDNEY (Head Office)
Level 4/384 Eastern Valley Way
Chatswood, NSW, 2069
Ph: 02 9882 2043
Fax: 02 9417 0337
ADELAIDE
This is a guide for upgrading SolidWorks from one version to another - for
example from SolidWorks 2013 to SolidWorks 2014. We highly recommend
that you uninstall the old version completely, and then install the new version.
This ensures you have a clean start with the new major release; but the choice
is up to you.
If you would like to run two major versions of SolidWorks (e.g. 2012 and 2013)
alongside each other, click here.
This is not intended to be a step-by-step installation guide and assumes some
familiarity with basic computer maintenance, etc. If at any stage you are unsure
of how to proceed, please email support@solidtec.com.au to assist with the
upgrade process.
The steps below are for standalone SolidWorks licenses. To check if you have a
standalone license, from within SolidWorks go to the Help menu.
If you have the option to "Transfer license/s", you have a standalone license. If you
have a network (SNL) license, most steps will be the same but you will need to also
upgrade the SolidNetwork Licensing Server tool. If unsure email
support@solidtec.com.au .
Unit 3/502 North East Road
Windsor Gardens, SA, 5087
Ph: 08 8266 6672
Fax: 08 8266 6527
BRISBANE
Unit 2/355 Lytton Road
Morningside, QLD, 4170
Ph: 07 3899 5545
MELBOURNE
Unit 2/241 Blackburn Road
Mount Waverley, VIC, 3149
Ph: 1800 824 883
Fax: 03 9802 4208
PERTH
26 Wheeler Street
Belmont, WA, 6104
Ph: 08 9478 5555
Fax: 08 9277 1212
NEW ZEALAND
AUCKLAND
CONTENTS
1. Before you begin
Level 1/207 Broadway
Newmarket, Auckland, 1023
Ph: +649 520 1364
Fax: +649 520 1372
2. Uninstall the old version
3. Install the new version
4. After installation
i.
Setup
ii.
CHRISTCHURCH
Unit 3/31 Stevens Street
Waltham, Christchurch, 8011
Ph: +643 961 0314
Fax: +643 961 0316
Toolbox installations
5. Further information
www.solidtec.com.au •1800 824 883 • info@solidtec.com.au
2. BEFORE YOU BEGIN
*SolidWorks 2014 can only be installed onto Windows 7; it is not supported on
Windows XP
For more information:
http://www.solidworks.com/sw/support/SystemRequirements.html
1. Back up any local data. We recommend keeping a copy of your data in
the old format should you need it. This being things like custom templates
located locally on the machine inside the default SolidWorks locations.
Best to navigate to >>System Options>>File Locations>> and take a look
at the main sections where you believe you may have made
customisation (note that if you use a network location for templates,
weldment profiles or toolbox and so forth the above is not required)
*The above mainly applies to users who use the out of box setup of SolidWorks and
tend to add to the default locations with their custom created files, if you use Toolbox
and have added custom components it’s also best to back this folder up also.
If you are unsure about backing up any custom files than please contact
support@solidtec.com.au
AUSTRALIA
ABN 67 135 726 528
SYDNEY (Head Office)
Level 4/384 Eastern Valley Way
Chatswood, NSW, 2069
Ph: 02 9882 2043
Fax: 02 9417 0337
ADELAIDE
Unit 3/502 North East Road
Windsor Gardens, SA, 5087
Ph: 08 8266 6672
Fax: 08 8266 6527
BRISBANE
Unit 2/355 Lytton Road
Morningside, QLD, 4170
Ph: 07 3899 5545
MELBOURNE
2. Make a note of any SolidWorks customisations, such as keyboard
shortcuts. From SolidWorks >> (start a new Part if none are open)
>> Tools >> Customize >> Keyboard tab >> check "Show only
commands with shortcuts assigned" >> Copy List. This will copy the
settings to the Windows Clipboard and you can then paste them into
Excel or Notepad, etc. Although this requires you to re-input your
keyboard shortcuts after reinstalling SolidWorks, there is no risk of
"contaminating" the Registry settings.
If though you are would like to attempt to stream line the procedure
explained above you could alternatively use the Copy Settings Wizard
<CLICK HERE FOR FURTHER INFORMATION>
*Note that in some cases during an upgrade procedure Settings copied using
this wizard may not work so it is best also use the above method as a record.
Unit 2/241 Blackburn Road
Mount Waverley, VIC, 3149
Ph: 1800 824 883
Fax: 03 9802 4208
PERTH
26 Wheeler Street
Belmont, WA, 6104
Ph: 08 9478 5555
Fax: 08 9277 1212
NEW ZEALAND
AUCKLAND
Level 1/207 Broadway
Newmarket, Auckland, 1023
Ph: +649 520 1364
Fax: +649 520 1372
CHRISTCHURCH
Unit 3/31 Stevens Street
Waltham, Christchurch, 8011
Ph: +643 961 0314
Fax: +643 961 0316
www.solidtec.com.au •1800 824 883 • info@solidtec.com.au
Page 2
3. BEFORE YOU BEGIN: - Continued
3. Copy the SolidWorks Serial Number.
From SolidWorks >> Help >> About SolidWorks. Make a note of the
Serial Number (copy to Notepad or write it down on paper, etc.) - you
may need to re-enter it during installation later on.
4. Transfer the SolidWorks License off the machine. This ensures your
license is available to use on another computer if anything happens
during the uninstall/reinstall process.
From SolidWorks >>Help >> Transfer License. If you are having trouble
connecting to the SolidWorks License Server, make sure that internet
traffic is allowed to/from https://activate.solidworks.com/
5. Make sure you are logged in to Windows as an administrator. If you are
unsure, see http://www.computerhope.com/issues/ch001093.htm
AUSTRALIA
ABN 67 135 726 528
SYDNEY (Head Office)
Level 4/384 Eastern Valley Way
Chatswood, NSW, 2069
Ph: 02 9882 2043
Fax: 02 9417 0337
ADELAIDE
Unit 3/502 North East Road
Windsor Gardens, SA, 5087
Ph: 08 8266 6672
Fax: 08 8266 6527
BRISBANE
UNINSTALL THE OLD VERSION
*Make sure that you have sufficient rights on the machine to uninstall software and
reinstall software, make sure that you also have access to the System Registry to
remove entries of old SolidWorks versions. To find out more about your permission
contact your Company IT Department.
6. Uninstall SolidWorks. Start Menu >> Control Panel >> Programs and
Features (Add/remove programs in WinXP) >> SolidWorks
2013 >> Uninstall.
The SolidWorks 2013 Installation Manager will start.
Unit 2/355 Lytton Road
Morningside, QLD, 4170
Ph: 07 3899 5545
MELBOURNE
Unit 2/241 Blackburn Road
Mount Waverley, VIC, 3149
Ph: 1800 824 883
Fax: 03 9802 4208
PERTH
26 Wheeler Street
Belmont, WA, 6104
Ph: 08 9478 5555
Fax: 08 9277 1212
NEW ZEALAND
AUCKLAND
Level 1/207 Broadway
Newmarket, Auckland, 1023
Ph: +649 520 1364
Fax: +649 520 1372
CHRISTCHURCH
Unit 3/31 Stevens Street
Waltham, Christchurch, 8011
Ph: +643 961 0314
Fax: +643 961 0316
www.solidtec.com.au •1800 824 883 • info@solidtec.com.au
Page 3
4. UNINSTALL THE OLD VERSION: - Continued
a. With SolidWorks 2013 we have a few options for uninstalling /
cleaning the system ready for a new version of the software. You
should see a Summary page like the image above. Make sure
that you select to uninstall all the software that was installed with
the previous version; this will ensure that the new major version
install is clean.
b. By Default if you click Remove Items without selecting an
advance option the Installation manager will remove the program
files and folders. But it will keep certain aspects of the old
version, it won’t be completely clean.
The registry settings of your previous SolidWorks setup will also
still be in the system. For some users this easy uninstallation
method is fine as they may already have a new computer that is
clean.
c.
A cleaner method is to click on the Change button next to
the Advanced Options here we can remove the registry files that
we have created that has all the settings of keyboard short cuts,
file locations etc (we can later reload these using the copy
settings wizard or manually) Only do this if you have backed up
all stated above, and that you are confident that this is
necessary, you also need to ensure that you have administrative
rights to the registry and program installation folders. If hesitant
email support@solidtec.com.au
AUSTRALIA
ABN 67 135 726 528
SYDNEY (Head Office)
Level 4/384 Eastern Valley Way
Chatswood, NSW, 2069
Ph: 02 9882 2043
Fax: 02 9417 0337
ADELAIDE
Unit 3/502 North East Road
Windsor Gardens, SA, 5087
Ph: 08 8266 6672
Fax: 08 8266 6527
BRISBANE
Unit 2/355 Lytton Road
Morningside, QLD, 4170
Ph: 07 3899 5545
MELBOURNE
Unit 2/241 Blackburn Road
Mount Waverley, VIC, 3149
Ph: 1800 824 883
Fax: 03 9802 4208
PERTH
d. Using the Advanced Options we can also remove old Data Files
and Folders like toolbox and template folders.
7. Once you have chosen your method that you would prefer to uninstall
SolidWorks please proceed to uninstalling the Software, if you come
across any issues during the uninstallation process please
support@solidtec.com.au, if you do get an error with Log Files please
save these for reviewing or email through.
8. A restart of your machine is best after the un-installation has been
completed.
26 Wheeler Street
Belmont, WA, 6104
Ph: 08 9478 5555
Fax: 08 9277 1212
NEW ZEALAND
AUCKLAND
Level 1/207 Broadway
Newmarket, Auckland, 1023
Ph: +649 520 1364
Fax: +649 520 1372
CHRISTCHURCH
Unit 3/31 Stevens Street
Waltham, Christchurch, 8011
Ph: +643 961 0314
Fax: +643 961 0316
www.solidtec.com.au •1800 824 883 • info@solidtec.com.au
Page 4
5. INSTALL THE NEW VERSION
*Make sure that you have sufficient rights on the machine to uninstall software
and reinstall software, make sure that you also have access to the System
Registry to remove entries of old SolidWorks versions. To find out more about
your permission contact your Company IT Department.
9. THIS IS A CRITICAL STEP! Disable any Anti-virus programs that are
running as these can interfere with the installation process. Some Antivirus programs are very difficult to disable – if in doubt Google for
instructions “disable < Anti-virus Program Name>”. Or contact your IT
Department for assistance.
If required, you can generally disable anti-virus programs manually:
a. Start >> Run >> Control Panel >> Administrative
Tools >> Services.
b. Find all relevant anti-virus services >> RMB >> Stop
c.
Once installation is complete >> RMB >> Start
2. Insert the SolidWorks Media Disc (make sure it is the correct bit version 32 and 64-bit versions are supplied in the box). Or if you have
downloaded the full version of SolidWorks 2014 from the customer portal
(6Gb~ Download) than run the setup.exe.
If the Installation Manager does not start automatically from the Disk,
browse to the media location in Windows Explorer and RMB
on Setup.exe >> Run as administrator to begin installation.
3. Run through the Installation Manager.
AUSTRALIA
ABN 67 135 726 528
SYDNEY (Head Office)
Level 4/384 Eastern Valley Way
Chatswood, NSW, 2069
Ph: 02 9882 2043
Fax: 02 9417 0337
ADELAIDE
Unit 3/502 North East Road
Windsor Gardens, SA, 5087
Ph: 08 8266 6672
Fax: 08 8266 6527
BRISBANE
Unit 2/355 Lytton Road
Morningside, QLD, 4170
Ph: 07 3899 5545
MELBOURNE
Unit 2/241 Blackburn Road
Mount Waverley, VIC, 3149
Ph: 1800 824 883
Fax: 03 9802 4208
PERTH
26 Wheeler Street
Belmont, WA, 6104
Ph: 08 9478 5555
Fax: 08 9277 1212
a. Installation type is Individual.
b. Enter the Serial Number if prompted (enter extra Serial numbers
only if installing Simulation Premium or other add-on products
that you have purchased).-->Click Next
NEW ZEALAND
c.
Level 1/207 Broadway
Newmarket, Auckland, 1023
Ph: +649 520 1364
Fax: +649 520 1372
If you have SolidWorks Professional or Premium, click here to
read about installing/upgrading the Toolbox.
d. In some cases it may still pick up the old installation locations of
the previous install SolidWorks depending on what steps you
performed in the above, in most cases this is fine to use default
installation locations. But review to ensure you are happy.
e. Continue through the installation by pressing next
f.
If any errors occur email a screenshot and the log files to
support@solidtec.com.au
AUCKLAND
CHRISTCHURCH
Unit 3/31 Stevens Street
Waltham, Christchurch, 8011
Ph: +643 961 0314
Fax: +643 961 0316
g. Once the installation has finished Please restart your machine.
www.solidtec.com.au •1800 824 883 • info@solidtec.com.au
Page 5
6. AFTER INSTALLATION: - Setup
4. If you transferred the license off the computer previously or there was no
license on the machine, when starting up SolidWorks you will be asked to
activate the product. Run through the process, using correct contact
details (these will be associated with the Serial Number). If you are
unable to activate, use the 30-day Trial Activation. This will give you
access to SolidWorks for 30 days regardless of what version of
SolidWorks you are entitled to. If this happens please notify us via
support@solidtec.com.au
5. Make sure that the File Locations are set up correctly if using a central
file server. From within SolidWorks >> Options >> System Options tab
>> File Locations. The most common locations to change
are: Document Templates, Sheet Formats, Weldment
Profiles and Custom Properties. To add a Custom Properties location you
may need to delete the existing location first (SolidWorks can only handle
one location for the Custom Properties file).
*Note that depending on how you have uninstalled the software and if you removed
the registry files from the previous version; you may not need to re-import your old
SolidWorks settings / customised shortcut keys / layouts.
AUSTRALIA
ABN 67 135 726 528
SYDNEY (Head Office)
Level 4/384 Eastern Valley Way
Chatswood, NSW, 2069
Ph: 02 9882 2043
Fax: 02 9417 0337
ADELAIDE
Unit 3/502 North East Road
Windsor Gardens, SA, 5087
Ph: 08 8266 6672
Fax: 08 8266 6527
BRISBANE
Unit 2/355 Lytton Road
Morningside, QLD, 4170
Ph: 07 3899 5545
MELBOURNE
6. Apply any customisations, such as keyboard shortcuts, toolbar layouts,
etc. if you used the Copy Settings Wizard than please double click on
the .sldreg file created.
Unit 2/241 Blackburn Road
Mount Waverley, VIC, 3149
Ph: 1800 824 883
Fax: 03 9802 4208
PERTH
26 Wheeler Street
Belmont, WA, 6104
Ph: 08 9478 5555
Fax: 08 9277 1212
NEW ZEALAND
AUCKLAND
Level 1/207 Broadway
Newmarket, Auckland, 1023
Ph: +649 520 1364
Fax: +649 520 1372
CHRISTCHURCH
Unit 3/31 Stevens Street
Waltham, Christchurch, 8011
Ph: +643 961 0314
Fax: +643 961 0316
www.solidtec.com.au •1800 824 883 • info@solidtec.com.au
Page 6
7. Toolbox installations
7. If you have SolidWorks Professional or Premium with the Toolbox add-in,
the correct method to update the Toolbox data is as follows:
a. Browse to your existing (e.g. 2012) Toolbox data folder - by
default this is in C:SolidWorks Data.
b. Copy the folder and its contents - rename the copied folder
something like "SolidWorks Data 2013". Make another copy of
the original folder and keep it with the rest of your backed up
SW2012 data.
c.
During installation, on the Summary page under Toolbox
Options >> Change. Choose to “Upgrade an existing Toolbox
location" and browse to the "SolidWorks Data 2013" folder.
Continue the installation process.
d. This will upgrade the contents of the new folder, leaving the
previous folder intact if you wish to continue using SolidWorks
2012. If you do not need the 2012 data any more, you can delete
the original "SolidWorks Data" folder.
8. If you have already installed SolidWorks and need to change the location
of the Toolbox from the default local installation path to a file server path,
from within SolidWorks >> Options >> System Options tab >> Hole
Wizard/Toolbox >> Browse to the correct location.
9. Please note that the above toolbox upgrade/install is only required for
those who use toolbox and have customised it or added custom files, if
hesitant please contact support@solidtec.com.au
FURTHER INFORMATION
Further information on installing SolidWorks can be found here:
SolidWorks Installation and Admin Guide – the official Admin guide.
Any hesitations or questions always contact your local SolidWorks Reseller or
email support@solidtec.com.au always happy to help,
AUSTRALIA
ABN 67 135 726 528
SYDNEY (Head Office)
Level 4/384 Eastern Valley Way
Chatswood, NSW, 2069
Ph: 02 9882 2043
Fax: 02 9417 0337
ADELAIDE
Unit 3/502 North East Road
Windsor Gardens, SA, 5087
Ph: 08 8266 6672
Fax: 08 8266 6527
BRISBANE
Unit 2/355 Lytton Road
Morningside, QLD, 4170
Ph: 07 3899 5545
MELBOURNE
Unit 2/241 Blackburn Road
Mount Waverley, VIC, 3149
Ph: 1800 824 883
Fax: 03 9802 4208
PERTH
26 Wheeler Street
Belmont, WA, 6104
Ph: 08 9478 5555
Fax: 08 9277 1212
NEW ZEALAND
AUCKLAND
Level 1/207 Broadway
Newmarket, Auckland, 1023
Ph: +649 520 1364
Fax: +649 520 1372
CHRISTCHURCH
Unit 3/31 Stevens Street
Waltham, Christchurch, 8011
Ph: +643 961 0314
Fax: +643 961 0316
www.solidtec.com.au •1800 824 883 • info@solidtec.com.au
Page 7