SOLIDWORKS PDM Upgrade Checklist

Article by Andrew Lidstone, CSWE updated October 29, 2020

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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.

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

Prepare (Recommended 1 week before upgrade)

NOTE: Pay special attention to the Operating System as well as the Microsoft SQL Server versions.  SOLIDWORKS PDM 2020 and 2021 require Windows Server 2016 or newer and Microsoft SQL Server 2014 SP3 or newer.  The SOLIDWORKS PDM 2021 Client requires Windows 10.

  • 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 is a SOLIDWORKS Elite Applications Engineer and is based in our Dartmouth, Nova Scotia office.