SOLIDWORKS PDM Upgrade Checklist

Article by Andrew Lidstone, CSWE updated October 29, 2020

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If you are planning on upgrading to the latest release of PDM then make sure you follow our SOLIDWORKS PDM Upgrade Checklist below:

NOTE: Upgrading PDM carries some risk. It’s your company’s IP contained in your vault. Javelin can perform your upgrade for you to ensure it’s done right with minimal down time and risk of data loss. Contact your Javelin sales account manager for a quote. If a PDM upgrade is self-served and it goes poorly, our PDM Technical Support can help get the upgrade back on track, and the time may be billable.

Prepare (Recommended 1 week before upgrade)

NOTE: Pay special attention to the Operating System as well as the Microsoft SQL Server versions.  SOLIDWORKS PDM 2021 SP5 is the last release that is compatible with Microsoft SQL 2014.  SOLIDWORKS PDM 2022 will require Microsoft SQL 2016 or newer.

  • Ensure the 24 digit activation based serial number for PDM has been recorded

Upgrade License Manager (Recommended several days before upgrade)

Backups (Immediately before upgrade)

Server Upgrade

Client Upgrade

Following SOLIDWORKS Upgrade

NOTE: Need to upgrade SOLIDWORKS? Then check out our SOLIDWORKS Upgrade Checklist

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Andrew Lidstone, CSWE

Andrew Lidstone is a SOLIDWORKS Elite Application Engineer specializing in Data Management systems. He has been working in the SOLIDWORKS reseller channel since 2010 helping clients get the most from their CAD tools.