- [Instructor] Now that we understand all of our
server requirements, installation requirements
and we've made the decision to go for it
with SolidWorks PDM,
let's go ahead and install it
here on our network.
So for this scenario I'm working with my local
high powered work station,
but I'm also going to have my remote desktop
session open to the server location.
For this course I'm using another very powerful
workstation as my server.
Typically they suggest that you use a server
system with Windows server installed
but it's not an explicit requirement.
For this example we're just going to do this
P to P version, if you will.
So on this machine we've already gone to the
SolidWorks customer portal,
downloaded the SolidWorks setup for 2017,
and let's start by right clicking and
running it as Administrator.
It's going to prompt you to unzip and run,
automatically the installation manager opens up.
And because this machine has some SolidWorks
installations going on it recently,
some trials of different products,
you'll see here that it's prompting you
that I've started another installation
and there's a reboot pending.
This might happen on your machine if you
started installation and stopped for
some reason or another,
you were at some part or had a failure,
we do want to continue with our installation,
we know what the scenario is for both the
work station and the server that we're using
in this scenario,
so we're just going to go ahead and click OK
and keep moving through the process.
So this is very similar to your
SolidWorks installation process.
Now they've wrapped,
starting in 2017,
all of the installation for SolidWorks products
into this one installation manager.
It makes it a lot easier than pulling from
different locations to do your upgrades
and your installs, so,
very nice feature.
You'll notice here that we have the individual,
administrative and server products options
available to us.
And we're going to go ahead and
click Server products,
because we're making a server product install
with SolidWorks PDM.
And you'll notice you have a few options here.
The SolidWorks PDM Server,
SolidWorks Worksgroup PDM Server,
SolidNetWork License Manager,
and SolidWorks Electrical and PCB Services.
So if you're familiar with
SolidWorks Workgroup PDM,
this was an older service that SolidWorks
had supported for many years to give clients,
really a lesser version of what's now available
in the SolidWorks PDM standard software.
So this was simply a vault that you could install
on a network and use to collaborate.
I've had some experience with it myself,
and it worked pretty well but
could have some bugs and was pretty limited
in its capabilities.
As of 2017 SolidWorks is going to be starting a
phase this out,
it's reaching its end of life.
Now that they've shifted and included
SolidWorks PDM standard for all of the premium
subscription service holders and moving forward
they want to have the structure of PDM Pro
and PDM standard,
so this'll be the last time you'll be able to
install Workgroup PDM, just as a note.
So let's go ahead and click on
Install SolidWorks PDM Server.
You'll notice that it also automatically included
the Solid NetWork License Manager.
When running PDM you have to have License Manager
running on the machines as well.
Now this is what helps it maintain and
track where the licenses are across your network
for SolidWorks PDM.
It also give you the ability as an administrator
to basically sit at your work station and
monitor who has what license,
where across the company,
as long as they're all on your local network.
Let's go ahead and hit Next.
Alright, now that it's done a systems check,
make sure that I had the right permissions,
and my information.
It's prompting me to give the
serial number that's required.
So I'm going to bounce back to my local
machine real quick,
where I've got a note started
with my PDM license file information.
So I'm going to copy that number,
jump back over to my remote desktop session,
paste that in.
At this point you can also choose the
installation location like you do with
all other software.
And if your server is set up in a
specific way where you have a specific partition,
or a specific set of drives that you want to house
all of your information on this,
this is the time where you want to
point that to it.
But for this we're just going to move through
with the standard installation.
Okay.
Now we get our summary like we do
for all the installs.
And we're going to go through and tweak
the options a little bit.
So let's start with the SolidWorks PDM Server.
Click on Change and go into that.
For this it gives you the option
to install SolidWorks PDM Standard,
or Professional.
For this we're just going to move through
with the PDM Standard version.
It has all the capabilities in Professional
that are available in Standard,
but Professional, as we mentioned before,
has all of the advanced capabilities as well.
For this installation and all the stuff that
we're going to be checking,
everything will be included in both.
So it's not going to change your
installation process.
Down below, again,
we see the installation location,
and then the features that we want to install.
So for this one,
we want to include our Archive Server,
and our Database Server.
This is what actually maintains and helps
with the management of all the data
that we put in.
So the database server comes in a SQL format,
and the archive server is what SolidWorks
runs to manage the archive.
So here you'll notice that the Client
selection is activated,
we're going to deactivate that.
When we go to install Client installs,
this is the user interface on each machine
later on in the course.
We'll want to install the Client and not
the Archive Server and Database,
so you toggle between each depending on
which install you're trying to do.
So down below,
we're getting some information here about
the SQL Server,
so we're going to get a name for the SQL Server
and a location.
We're going to install a new instance of it,
and this is SQL Server Express, for reference.
So this is not the full SQL Server
Professional Suite, just Express,
but this is all you need to handle
SolidWorks PDM.
We're also going to install the Microsoft SQL
Management Tools in case we have to go in
at a later time and do any editing manually
to our server such as copying vaults
deep in the SQL Management Tools or
other items such as that.
Here we've got to enter in an administrative
password to be used for SQL.
This password has to be,
like many passwords these days, semi-complex.
You've got to include capitalization, lower case,
numbers and other special characters.
So I'm going to go ahead and add in the password
that I'm using for this install.
Now remember to store this password,
and document it somewhere safe and share it
with any system administrators or
IT staff that you're working with.
If there's an issue an you're not in the office
and they need to correct something,
they're going to need this password to access
any of the SQL system.
Now for your SolidWorks PDM install,
there's also another administrative user
name and password specifically for PDM,
but this will apply just to the SQL system.
So now that we've got all that set
let's go back to our summary.
I mistyped so let's go back and fix that.
You have to be very careful when adding these in.
Okay, we should be all good now.
Alright, so you'll notice we don't have any red
in the PDM server area nor in the
license manager area.
But down here we still have some options to pick
under the Download Options,
so I'm going to go ahead and hit Change on that.
Now depending on what version or
what year you're using or how you got
your data to do the installation,
you may want to just download all the information,
you may want to only install the information
you have and not pull any future information
from the SolidWorks servers.
I'm going to leave this as the default.
I want it to download any additional
software part of the sweep that it needs
off the website and then go
ahead and install it.
Here you see where the downloaded files go.
So if you want to redo the install
at a later date or make an administrative image
or anything like that you can go
to this location.
You'll see here I get an estimated download size
and what kind of space is going to be needed,
and then a couple other options for
how it's downloaded.
So by default,
the background downloader is going to be initiated
because we need to download and
install this software.
But you have some options here about how
you want to download.
If you want to conduct manual downloads,
that's if you're having some kind of issue
and you need to download certain sets
of the installation and not the entire thing.
Here I've selected Speed up downloads by using
more network bandwidth.
That's just an option in case you have a
lower network bandwidth and you're going to be
downloading this large file you might slow
down some coworkers,
but if you have a standard business level
internet package use this option and
it'll speed up the install.
So now we're going to go back to the summary.
Of course as always,
we're going to accept the terms.
You'll see here again we get our
estimated size of installation,
and then the estimated download size.
We go ahead and click on
Download and Install,
and this'll begin the downloading
and then installation process.
Once your downloaded files have finished,
it's going to prompt you to select
Install Now or Pause the Installation,
this is in case you have to walk away
for some reason or the download
was going to take particularly long.
But usually it has a counter here and
it'll automatically initiate.
I'm going to go ahead and let the
counter do its thing.
And now we wait for the installation process.
Alright, we've now reached the
completion of the installation.
One thing to note about joining the
SolidWorks customer experience
improvement program,
if you say Yes that you want to join,
every instance of a SolidWorks product
where you select this,
you'll be able to then monitor that product,
using the CAD Admin dashboard through the
SolidWorks customer portal.
At this point I'm going to say No Thank You, though,
and choose that option later out of
my systems options.
Go ahead and click Finish.
Alright,
that completes the PDM install on the server.
The next video we'll go through the
archive server configuration.