Prep list for upgrading SWx and PDM 2020

With the recent release of SOLIDWORKS 2020 SP1.0, we thought it’d be a great time to review a PDM upgrade checklist of things that we highly recommend:

1. Review:

1. Check that you know all the proper admin passwords for your systems.
2. If you are going to use a SOLIDWORKS install image, then decide if you are going to include PDM install in your admin image. 
3. Verify that you are current on your SOLIDWORKS &/or PDM subscription.
4. Verify your hardware and OS are up to the requirements from SOLIDWORKS. It is worth noting:
   1. Windows 7 is an obsolete product from Microsoft and SOLIDWORKS 2020 will not install on Windows 7.
   2. SOLIDWORKS License Manager nor PDM will install on Server 2012 or Server 2012 R2 since they are being discontinued by Microsoft.
5. Clean-up the PDM recycle bin. Ideally clean out as much as you can from there.
6. Check for user inactivity and for accounts that can be removed:
   1. Are there user accounts for folks that no longer work at your company?
   2. Are there users that have changed roles and no longer use PDM?
7. Number of files checked out and nudge users to check-in their files. Ideally ALL files should be checked in before a PDM upgrade.

2. Backup: make sure that your data is safe and that you have scheduled backups at a cadence that makes sense for your business. 

3. Advise the experts: upgrading your systems is a tedious and critical process for your business to operate smoothly. The ACS team is dedicated to checking all of the details and has developed an enhanced way to upgrade your team. If you want to learn more, then please schedule a time to chat here or reach out to us via the form below.

Any further questions? Send an email