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

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

2. Select the Add-ins Node > RMB > New Add-in

Apply New Add-in

3. Navigate to the client install folder
   • Select both;
     • SWM.swpdm.dll
     • EPDM.Interop.epdm.dll
       • Hit Open

Open Add-in .dll files

NOTE: The default location for the client install is:

C:\Program Files\SOLIDWORKS Corp\SOLIDWORKS Manage Client

4. Hit OK on the addin properties dialog
   • Note the new version number

Accept new add-in version

• Note the warning and hit OK

SOLIDWORKS PDM warning

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

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