A poorly executed SOLIDWORKS or PDM upgrade can be a traumatic experience for IT staff and users alike but, with a little prior preparation, it doesn’t need to be. This on-demand webinar will help you better understand the upgrade process, how to scale it to your organization and when to do it yourself or outsource it to CAPINC. To watch the complete on-demand webinar visit: http://www.capinc.com/events/webinars/recorded-webinars/best-practices-for-a-successful-solidworks-2016-upgrade-2

1. CAPINC
IMPROVING ENGINEERING PRODUCTIVITY
Tips for a
Successful
Upgrade -
2016

2. Who are we?
• Devoted to improving your productivity
• Focused solely on New England - since 1989
• Support staff of 13 applications engineers
• 4 Elite Engineers
We’re your friendly neighborhood VAR…
1/20/2016 www.CAPINC.com 2

3. Today’s Presenters
• Crystal Yazvac
– Applications Engineer &
Training Manager
– CSWE
– B.S. from Purdue in 2003
– SolidWorks user since 2001
– Joined CAPINC in July 2010
• Jenn Pouliot
– EPDM Applications Engineer
– CSWP-D
– 15+ years Software
Engineering
– Experience in documentation
control, ISO, and
export/destination control
regulations.
– Joined CAPINC in July 2011
1/20/2016 www.CAPINC.com 3

4. Webinar
• Audience is Muted
• Questions in Chat
• Polls
• Links in PowerPoint
1/20/2016 www.CAPINC.com 4

5. Agenda
• Good Install Practices
– #1 Tip
– 2014 and earlier
– Prerequisites
– Upgrade Product Order
– Convert Files to 2016
– Programs & Features
• Miscellaneous How To Guides
– Registration
– License Transfers
– Activation
– Xpress Tools
– SolidNetWork License Manager (SNL)
• PDM Products
– 2016 Branding Changes
– Workgroup (WPDM)
– PDM Standard
– PDM Professional
• SOLIDWORKS Client & Add-ins
– Upgrade/Install
– Multi Version Install
• Wrap Up
1/20/2016 www.CAPINC.com 5

6. Good Install Practices:
• Experts in our field
• Time you don’t have to spend testing
• We ask the right questions
• Manage different department/groups.
• Less time your Engineers are without
SOLIDWORKS
1/20/2016 www.CAPINC.com 6
#1 Tip: Get CAPINC to do it for you!

7. Agenda
• Good Install Practices
– #1 Tip
– 2014 and earlier
– Prerequisites
– Upgrade Product Order
– Convert Files to 2016
– Programs & Features
• Miscellaneous How To Guides
– Registration
– License Transfers
– Activation
– Xpress Tools
– SolidNetWork License Manager (SNL)
• PDM Products
– 2016 Branding Changes
– Workgroup (WPDM)
– PDM Standard
– PDM Professional
• SOLIDWORKS Client & Add-ins
– Upgrade/Install
– Multi Version Install
• Wrap Up
1/20/2016 www.CAPINC.com 7

8. Good Install Practices:
2014 and Earlier
• Lots of changes in 2015!
– SNL for EPDM
– Toolbox change to 64 bit
– Xpress Product activations
• Watch last years Webinar
• Last Years PowerPoint
1/20/2016 www.CAPINC.com 8

9. Agenda
• Good Install Practices
– #1 Tip
– 2014 and earlier
– Prerequisites
– Upgrade Product Order
– Convert Files to 2016
– Programs & Features
• Miscellaneous How To Guides
– Registration
– License Transfers
– Activation
– Xpress Tools
– SolidNetWork License Manager (SNL)
• PDM Products
– 2016 Branding Changes
– Workgroup (WPDM)
– PDM Standard
– PDM Professional
• SOLIDWORKS Client & Add-ins
– Upgrade/Install
– Multi Version Install
• Wrap Up
1/20/2016 www.CAPINC.com 9

10. Good Install Practices:
• Check System Requirements
• Turn off Virus Checker/Firewall
• Admin Privileges
– RMC Run as Admin
• User Account Settings (UAC): drop to Lowest Settings
• Installation Manager (Download or Disc)
– All Products in one Install
1/20/2016 www.CAPINC.com 10
Prerequisites

11. Agenda
• Good Install Practices
– #1 Tip
– 2014 and earlier
– Prerequisites
– Upgrade Product Order
– Convert Files to 2016
– Programs & Features
• Miscellaneous How To Guides
– Registration
– License Transfers
– Activation
– Xpress Tools
– SolidNetWork License Manager (SNL)
• PDM Products
– 2016 Branding Changes
– Workgroup (WPDM)
– PDM Standard
– PDM Professional
• SOLIDWORKS Client & Add-ins
– Upgrade/Install
– Multi Version Install
• Wrap Up
1/20/2016 www.CAPINC.com 11

12. Good Install Practices:
1/20/2016 www.CAPINC.com 12
Upgrade Product Order

13. Agenda
• Good Install Practices
– #1 Tip
– 2014 and earlier
– Prerequisites
– Upgrade Product Order
– Convert Files to 2016
– Programs & Features
• Miscellaneous How To Guides
– Registration
– License Transfers
– Activation
– Xpress Tools
– SolidNetWork License Manager (SNL)
• PDM Products
– 2016 Branding Changes
– Workgroup (WPDM)
– PDM Standard
– PDM Professional
• SOLIDWORKS Client & Add-ins
– Upgrade/Install
– Multi Version Install
• Wrap Up
1/20/2016 www.CAPINC.com 13

14. Good Install Practices:
Convert Files to 2016 (SOLIDWORKS Task Scheduler)
• Convert Files outside a Vault
• Convert Workgroup PDM
Files
• Help
• Blog For More Info
1/20/2016 www.CAPINC.com 14

15. Good Install Practices:
Convert Files to 2016 (PDM)
Instructions for Upgrading SOLIDWORKS files within EPDM are
in the Installation Guide in the section “Upgrading
SOLIDWORKS Files”.
This details:
• How to install the File Upgrade Utility.
• Using multiple computers to share the workload.
• Configuring options such as:
– Creating new versions vs. overwriting latest
versions
– Moving revision tags or incrementing them
– And more!
• Review the instructions carefully to determine which
option choices best suit your site.
• As previously stated, performing an upgrade of all the
SOLIDWORKS files is optional, but recommended.
1/20/2016 www.CAPINC.com 15

16. Agenda
• Good Install Practices
– #1 Tip
– 2014 and earlier
– Prerequisites
– Upgrade Product Order
– Convert Files to 2016
– Programs & Features
• Miscellaneous How To Guides
– Registration
– License Transfers
– Activation
– Xpress Tools
– SolidNetWork License Manager (SNL)
• PDM Products
– 2016 Branding Changes
– Workgroup (WPDM)
– PDM Standard
– PDM Professional
• SOLIDWORKS Client & Add-ins
– Upgrade/Install
– Multi Version Install
• Wrap Up
1/20/2016 www.CAPINC.com 16

17. Good Install Practices:
Programs & Features
• Separate Listings for Items
in 2015
– Server Products have their
own Icon
• Different Publisher
– SolidWorks Corporation
– Dassault Systems
– Dassault Systems SolidWorks
Corp
1/20/2016 www.CAPINC.com 17

18. Agenda
• Good Install Practices
– #1 Tip
– 2014 and earlier
– Prerequisites
– Upgrade Product Order
– Convert Files to 2016
– Programs & Features
• Miscellaneous How To Guides
– Registration
– License Transfers
– Activation
– Xpress Tools
– SolidNetWork License Manager (SNL)
• PDM Products
– 2016 Branding Changes
– Workgroup (WPDM)
– PDM Standard
– PDM Professional
• SOLIDWORKS Client & Add-ins
– Upgrade/Install
– Multi Version Install
• Wrap Up
1/20/2016 www.CAPINC.com 18

19. Miscellaneous How To Guides
Registration
• Customer Portal Product
Registration happens once a
year on your renewal date.
• Use to verify you are on
Subscriptions.
• How do I register my
SolidWorks Product
1/20/2016 www.CAPINC.com 19

20. Agenda
• Good Install Practices
– #1 Tip
– 2014 and earlier
– Prerequisites
– Upgrade Product Order
– Convert Files to 2016
– Programs & Features
• Miscellaneous How To Guides
– Registration
– License Transfers
– Activation
– Xpress Tools
– SolidNetWork License Manager (SNL)
• PDM Products
– 2016 Branding Changes
– Workgroup (WPDM)
– PDM Standard
– PDM Professional
• SOLIDWORKS Client & Add-ins
– Upgrade/Install
– Multi Version Install
• Wrap Up
1/20/2016 www.CAPINC.com 20

21. Miscellaneous How To Guides:
License Transfers
• Anytime you are going to
remove SolidWorks from a
PC we recommend you
Transfer the license.
• How to Transfer a
Standalone SolidWorks
License
1/20/2016 www.CAPINC.com 21

22. Agenda
• Good Install Practices
– #1 Tip
– 2014 and earlier
– Prerequisites
– Upgrade Product Order
– Convert Files to 2016
– Programs & Features
• Miscellaneous How To Guides
– Registration
– License Transfers
– Activation
– Xpress Tools
– SolidNetWork License Manager (SNL)
• PDM Products
– 2016 Branding Changes
– Workgroup (WPDM)
– PDM Standard
– PDM Professional
• SOLIDWORKS Client & Add-ins
– Upgrade/Install
– Multi Version Install
• Wrap Up
1/20/2016 www.CAPINC.com 22

23. Miscellaneous How To Guides
Activation
• Licenses need to be
Activated over the internet
or via email once each
install.
• How to Activate a
Standalone SolidWorks
License
• Add-ins need activation
1/20/2016 www.CAPINC.com 23

24. Agenda
• Good Install Practices
– #1 Tip
– 2014 and earlier
– Prerequisites
– Upgrade Product Order
– Convert Files to 2016
– Programs & Features
• Miscellaneous How To Guides
– Registration
– License Transfers
– Activation
– Xpress Tools
– SolidNetWork License Manager (SNL)
• PDM Products
– 2016 Branding Changes
– Workgroup (WPDM)
– PDM Standard
– PDM Professional
• SOLIDWORKS Client & Add-ins
– Upgrade/Install
– Multi Version Install
• Wrap Up
1/20/2016 www.CAPINC.com 24

25. Miscellaneous How To Guides
Xpress Tools
• The Following Xpress Products
will need to be enabled via a
Product Code:
– SimulationXpress
– FloXpress
– DFMXpress
– DriveWorksXpress
– CostingXpress
– SustainablityXpress
• SOLIDWORKS 2015/2016 - Enable
Xpress Products
1/20/2016 www.CAPINC.com 25

26. Agenda
• Good Install Practices
– #1 Tip
– 2014 and earlier
– Prerequisites
– Upgrade Product Order
– Convert Files to 2016
– Programs & Features
• Miscellaneous How To Guides
– Registration
– License Transfers
– Activation
– Xpress Tools
– SolidNetWork License Manager (SNL)
• PDM Products
– 2016 Branding Changes
– Workgroup (WPDM)
– PDM Standard
– PDM Professional
• SOLIDWORKS Client & Add-ins
– Upgrade/Install
– Multi Version Install
• Wrap Up
1/20/2016 www.CAPINC.com 26

27. Miscellaneous How To Guides:
SolidNetwork License Server (SNL)
• SolidWorks (optional)
– serial numbers 0010, 9010 or
9710
• PDM (Required as of 2015)
• Server Requirements
– https://www.solidworks.com/s
w/support/SystemRequirement
s.html
• Upgrade (New in 2015)
– Upgrading SOLIDWORKS
Network License (SNL) to 2016
1/20/2016 www.CAPINC.com 27

28. Agenda
• Good Install Practices
– #1 Tip
– 2014 and earlier
– Prerequisites
– Upgrade Product Order
– Convert Files to 2016
– Programs & Features
• Miscellaneous How To Guides
– Registration
– License Transfers
– Activation
– Xpress Tools
– SolidNetWork License Manager (SNL)
• PDM Products
– 2016 Branding Changes
– Workgroup (WPDM)
– PDM Standard
– PDM Professional
• SOLIDWORKS Client & Add-ins
– Upgrade/Install
– Multi Version Install
• Wrap Up
1/20/2016 www.CAPINC.com 28

29. PDM Products:
2016 Branding Changes
• PDM Requirements
– https://www.solidworks.com/
sw/support/PDMSystemRequi
rements.html
• Future Webinar: From
Workgroup PDM to PDM
Standard: Date TBD
1/20/2016 www.CAPINC.com 29

30. Agenda
• Good Install Practices
– #1 Tip
– 2014 and earlier
– Prerequisites
– Upgrade Product Order
– Convert Files to 2016
– Programs & Features
• Miscellaneous How To Guides
– Registration
– License Transfers
– Activation
– Xpress Tools
– SolidNetWork License Manager (SNL)
• PDM Products
– 2016 Branding Changes
– Workgroup (WPDM)
– PDM Standard
– PDM Professional
• SOLIDWORKS Client & Add-ins
– Upgrade/Install
– Multi Version Install
• Wrap Up
1/20/2016 www.CAPINC.com 30

31. PDM Products:
Workgroup (WPDM)
• Upgrade as normal in 2016
& 2017
• No Workgroup in 2018
release
• Contact CAPINC to start
planning your data
migrating to PDM Standard
• Copy of Letter
1/20/2016 www.CAPINC.com 31

32. Agenda
• Good Install Practices
– #1 Tip
– 2014 and earlier
– Prerequisites
– Upgrade Product Order
– Convert Files to 2016
– Programs & Features
• Miscellaneous How To Guides
– Registration
– License Transfers
– Activation
– Xpress Tools
– SolidNetWork License Manager (SNL)
• PDM Products
– 2016 Branding Changes
– Workgroup (WPDM)
– PDM Standard
– PDM Professional
• SOLIDWORKS Client & Add-ins
– Upgrade/Install
– Multi Version Install
• Wrap Up
1/20/2016 www.CAPINC.com 32

33. PDM Products:
PDM Standard
• Free with SolidWorks
Professional/Premium
– Contact CAPINC for you Serial
Number
• Included in the SolidWorks
Installation Manager
• Contact CAPINC for
Workgroup Data Migration
Services.
1/20/2016 www.CAPINC.com 33

34. Agenda
• Good Install Practices
– #1 Tip
– 2014 and earlier
– Prerequisites
– Upgrade Product Order
– Convert Files to 2016
– Programs & Features
• Miscellaneous How To Guides
– Registration
– License Transfers
– Activation
– Xpress Tools
– SolidNetWork License Manager (SNL)
• PDM Products
– 2016 Branding Changes
– Workgroup (WPDM)
– PDM Standard
– PDM Professional
• SOLIDWORKS Client & Add-ins
– Upgrade/Install
– Multi Version Install
• Wrap Up
1/20/2016 www.CAPINC.com 34

35. PDM Products:
PDM Professional
• EPDM to PDM Professional
Upgrade
– Fresh Install vs Upgrade
– Acquiring the Media
– http://www.capinc.com/supp
ort/faq/installation-
faq/upgrading-enterprise-
pdm-2015-to-2016
1/20/2016 www.CAPINC.com 35

36. Agenda
• Good Install Practices
– #1 Tip
– 2014 and earlier
– Prerequisites
– Upgrade Product Order
– Convert Files to 2016
– Programs & Features
• Miscellaneous How To Guides
– Registration
– License Transfers
– Activation
– Xpress Tools
– SolidNetWork License Manager (SNL)
• PDM Products
– 2016 Branding Changes
– Workgroup (WPDM)
– PDM Standard
– PDM Professional
• SOLIDWORKS Client & Add-ins
– Upgrade/Install
– Multi Version Install
• Wrap Up
1/20/2016 www.CAPINC.com 36

37. SOLIDWORKS Client & Add-ins
Upgrade/Install
• Upgrade
– Standalone License
– Networked License
• Install
– Standalone License
– Networked License
– Admin Image
1/20/2016 www.CAPINC.com 37

38. Agenda
• Good Install Practices
– #1 Tip
– 2014 and earlier
– Prerequisites
– Upgrade Product Order
– Convert Files to 2016
– Programs & Features
• Miscellaneous How To Guides
– Registration
– License Transfers
– Activation
– Xpress Tools
– SolidNetWork License Manager (SNL)
• PDM Products
– 2016 Branding Changes
– Workgroup (WPDM)
– PDM Standard
– PDM Professional
• SOLIDWORKS Client & Add-ins
– Upgrade/Install
– Multi Version Install
• Wrap Up
1/20/2016 www.CAPINC.com 38

39. SOLIDWORKS Client & Add-ins:
Multi Version Install
• It is possible to install 2016
and keep an old version as
well.
– Does not work with Electrical
– Need separate Toolboxes.
– Install Multiple Versions of
SOLIDWORKS on a PC
1/20/2016 www.CAPINC.com 39

40. Agenda
• Good Install Practices
– #1 Tip
– 2014 and earlier
– Prerequisites
– Upgrade Product Order
– Convert Files to 2016
– Programs & Features
• Miscellaneous How To Guides
– Registration
– License Transfers
– Activation
– Xpress Tools
– SolidNetWork License Manager (SNL)
• PDM Products
– 2016 Branding Changes
– Workgroup (WPDM)
– PDM Standard
– PDM Professional
• SOLIDWORKS Client & Add-ins
– Upgrade/Install
– Multi Version Install
• Wrap Up
1/20/2016 www.CAPINC.com 40

41. Wrap Up
• Remember Tip #1
– 1-800-424-2255
• Web Page FAQs
• Tech Support
– X1000
– support@capinc.com
• Questions?
1/20/2016 www.CAPINC.com 41