What’s required within SOLIDWORKS PDM after a SOLIDWORKS Manage upgrade?

Article by Justin Williams updated November 9, 2020

Article

After an upgrade to SOLIDWORKS Manage, there are a few steps required to ensure the new version of the add-in is loaded, and the records between Manage and PDM remain up to date.

Step 1: Update the Manage add-in within SOLIDWORKS PDM

  1. Open the SOLIDWORKS PDM Administration Tool
    • Login to the vault and expand the Add-ins Node
    • Select the previous add-in > RMB > Remove
Remove previous add-in

Remove previous add-in

  1. Select the Add-ins Node > RMB > New Add-in
Apply New Add-in

Apply New Add-in

  1. Navigate to the client install folder
    • Select both;
      • SWM.swpdm.dll
      • EPDM.Interop.epdm.dll
        • Hit Open
Open Add-in .dll files

Open Add-in .dll files

NOTE: The default location for the client install is:

C:\Program Files\SOLIDWORKS Corp\SOLIDWORKS Manage Client
  1. Hit OK on the addin properties dialog
    • Note the new version number
Accept new add-in version

Accept new add-in version

  • Note the warning and hit OK
SOLIDWORKS PDM warning

SOLIDWORKS PDM warning

  1. Kill and restart any active PDM Clients and the new version of the add-in is loaded within SOLIDWORKS PDM;
New version loaded

New version loaded

Step 2: Launch a manual sync between Manage and PDM

For a step by step guide to launching a synchronization please see my previous article: How to perform a synchronization between SOLIDWORKS PDM and SOLIDWORKS Manage

NOTE: Document folders aren’t required to be include in the sync and this will transfer any changes in Manage into the PDM Database

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Justin Williams

Justin Williams is a Data Management Applications Expert based in Edmonton, Alberta, Canada.