Prepare the workstations involved in the upgrade before you begin the upgrade process.
Perform a complete vault backup, including:
- File vault database
- Archive files
See the chapter on backing up and restoring file vaults in the SolidWorks Enterprise PDM Installation Guide.
On the master and slave workstations that are participating in the upgrade process:
- Install the same version and revision level of Enterprise PDM client.
- Create local views of the file vault to be upgraded.
- Check all files into the vault.
- Close SolidWorks.
On the master workstation:
- Give participating clients read/write access to all files in the vault you are upgrading.
- Create a folder for the work instruction files and share it with full (read/write) permissions for all participating clients.
- If it is enabled, disable automatic log off.
In the Administration tool, double-click License. In the Set License dialog box, click Automatic Log Off. Clear Log off users automatically after 30 minutes of inactivity.
Before you perform a full conversion, perform a trial file upgrade and test the conversion by opening a sample set in the target version of SolidWorks to check for any conversion errors. See Performing a Trial File Upgrade.