Upgrading Workgroup PDM

Recently, we have been getting a lot of calls from customers doing upgrades to their SolidWorks and Workgroup installations. This is a simple project, unless someone else completed the previous upgrade. If that’s the case, it is still fairly simple but there are a couple of things that can be missed or forgotten. Like the vault Admin tool on the client end, this is not selected for install by default. You will need to make sure it is selected in the products to install. It is a little hard to find if you don’t know where to look.

This screen shot shows what to select so this gets installed with the rest of the SolidWorks on the client. Workgroup is base on the SolidWorks Explorer  platform so it needs these components installed for it to work.

Now the main issue we have been seeing for the server portion is where is the location of the Vault. By default SolidWorks will place this on the root of C but most IT people I have spoke with do not like putting programs there. That is not a problem. If you need, it can be placed on the root of whatever drive you want to use. But ideally, it shouldn’t be buried in any folder, it needs to be on the root. This being said, if you are upgrading the vault and you are not sure where it is, find that out first. Then, when you start the  install you can make sure it points to the correct location. Otherwise the Installer cannot find it and it will use the default location, which is C. Then you will have it installed, but it will be an empty vault.

The screen shot above shows where it will install the vault. It should find the correct location but if it does not, look at the area I have highlighted. This will tell you where it is going to upgrade the vault to. If this is showing C:\VaultData\ and you know it is not there, select “Change”. This opens the area that will allow you to browse to the correct location.

Hopefully this will assist you in a smooth Workgroup Vault upgrade. The screen shots above are from the 2011 SP3 installation manager, so if you are using an older version it may look a little different. The 2011 vault installation uses the SolidWorks IM, while previous versions used the older Windows IM.

I hope this clears up some of the upgrade issues you may encounter. As always, if you run into any issues during an upgrade, our Technical Support team members are happy to assist you.