Update/Upgrade order

Discussion created by Tim R on Nov 10, 2008
Latest reply on Dec 23, 2008 by Casey Gorman

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Hi,
I am the person in our company that handles PDMW upgrade/updates and issues. We will be upgrading to Solidworks 2009 soon and I would like some information about the proper way to go about it. Can the server software be upgraded to 2009 and still have installs of SW 2008 running and checking out/in files from it? Can the server software still be 2008 and can installs of Solidworks 2009 be checking out/in files from it without problems? What is the proper order of upgrading/updating to a new version of Solidworks? We have the PDMW server software running on our separate Network server and just a few Soldworks software seats all currently running 2008. Thanks.

-Tim

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5 Replies

Rodney Hall Nov 10, 2008 6:14 PM
Vault and Client must all be on same major release to work.
With that said, you should install the vault and client on a test machine first to get familiar with any settings that are new. Make notes or take screen shots of these settings to use as a guide when you setup for real.

I install clients first and then go and upgrade my Vault Server. After the new Vault service is started, you may log each client into the Vault. Verify all is well before saving any files in 2009.

Note: depending on the number of seats you have you may want to do this during a planned long weekend. You can upgrade the vault first, but older clients won't be able to use the newer Vault until the newer client has been installed.
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1-E4R632 Nov 17, 2008 6:47 PM
I was able to install PDMWorks Server 2009 on our sever and upgrade the PDMWorks add-ins for SW2008 to 2009. Which allow SW2008 to login to the new PDMWorks server. However, having problem checking out some files using both SW2008 and SW2009. So a test client is a great idea.
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- Mark Athey @ 1-E4R632 on Dec 18, 2008 5:20 PM
  ok, our VAR says you cannot use SW 2008 once you have upgraded the vault to 2009...
  
  is this true?
  
  if not how do you accomplish this?
  
  UPDATE -
  
  according to the SW Knowledge Base, this used to be possible, but the VAR says its no longer possible:
  
  Solution Id: S-01789 Area: FAQ
  
  Question: Can SolidWorks 2005 be used with PDMWorks 2006 without updating the SolidWorks seats if just the PDMworks 2005 seats are updated?
  Answer: Yes, SolidWorks 2005 will be able to work with PDMWorks 2006. Download the PdmWorks 2006 Sp1.0 server download and update the 2005 Pdmworks vault. When the PDM clients log into the vault they will be updated up to PDMworks 2006
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  - William Gervais @ Mark Athey on Dec 23, 2008 1:59 PM
    
    I read in the PDMworks Help that after PDM 2009 and SW 2009 are installed I need to convert vault files to 2009 using SW Task scheduler. I'm not familiar with this, where specifically do I find this?
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    - Casey Gorman @ William Gervais on Dec 23, 2008 2:27 PM
      William,
      
      You can do this with the SW Task Scheduler and have it run at night. I would do it one project at a time. Be sure that you back up your vault before you start this process.
      
      There is a seperate discussion group for the Task Scheduler. You should find information there to help you with this.
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Update/Upgrade order

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