{"id":188330,"date":"2022-07-11T17:46:15","date_gmt":"2022-07-11T21:46:15","guid":{"rendered":"https:\/\/www.cati.com\/?p=188330"},"modified":"2022-07-25T18:04:58","modified_gmt":"2022-07-25T22:04:58","slug":"installing-the-solidworks-pdm-client","status":"publish","type":"post","link":"https:\/\/www.cati.com\/blog\/installing-the-solidworks-pdm-client\/","title":{"rendered":"Installing the SOLIDWORKS PDM Client"},"content":{"rendered":"<p>The <a href=\"https:\/\/www.cati.com\/software\/solidworks-3d-cad\/\" target=\"_blank\" rel=\"noopener\">SOLIDWORKS<\/a> installation manager comes with all the SOLIDWORKS products you need \u2013 anything from PDM to Simulation \u2013 included in one convenient package. When installing SOLIDWORKS, you can be sure to include PDM at the same time! If you already have SOLIDWORKS installed and now you need the PDM client as well, you can just modify your installation to add PDM onto it without uninstalling anything or starting from scratch.<\/p>\n<h2>If you already have SOLIDWORKS installed:<\/h2>\n<ol>\n<li>Open <strong>Control Panel<\/strong> (you can search \u201cControl Panel\u201d from your Start menu).<\/li>\n<li>Go to \u201cPrograms and Features\u201d.<\/li>\n<\/ol>\n<p><img loading=\"lazy\" decoding=\"async\" width=\"748\" height=\"541\" class=\"wp-image-188331\" src=\"https:\/\/www.cati.com\/wp-content\/uploads\/2022\/06\/solidworks-1656531823363.png\" srcset=\"\/wp-content\/uploads\/2022\/06\/solidworks-1656531823363.png 748w, \/wp-content\/uploads\/2022\/06\/solidworks-1656531823363-300x217.png 300w\" sizes=\"auto, (max-width: 748px) 100vw, 748px\" \/><\/p>\n<p>&nbsp;<\/p>\n<ol start=\"3\">\n<li>Scroll down to \u201cSOLIDWORKS 20XX SP0X\u201d and select \u201c<strong>change<\/strong>\u201d.<\/li>\n<\/ol>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-188530 size-full\" src=\"https:\/\/www.cati.com\/wp-content\/uploads\/2022\/07\/2022-07-05-09_15_46-1.png\" alt=\"\" width=\"887\" height=\"595\" srcset=\"\/wp-content\/uploads\/2022\/07\/2022-07-05-09_15_46-1.png 887w, \/wp-content\/uploads\/2022\/07\/2022-07-05-09_15_46-1-300x201.png 300w, \/wp-content\/uploads\/2022\/07\/2022-07-05-09_15_46-1-768x515.png 768w\" sizes=\"auto, (max-width: 887px) 100vw, 887px\" \/><\/p>\n<p>&nbsp;<\/p>\n<ol start=\"4\">\n<li>The SOLIDWORKS Installation Manager will pop up. If you receive a warning about a pending Windows reboot, you can hit \u201c<strong>ok<\/strong>\u201d and continue through. Reboot when done installing.<\/li>\n<li>Select \u201cModify your installation\u201d and hit <strong>Next<\/strong>.<\/li>\n<\/ol>\n<p><img loading=\"lazy\" decoding=\"async\" width=\"750\" height=\"666\" class=\"wp-image-188333\" src=\"https:\/\/www.cati.com\/wp-content\/uploads\/2022\/06\/graphical-user-interface-text-application-descr-8.png\" alt=\"Graphical user interface, text, application Description automatically generated\" srcset=\"\/wp-content\/uploads\/2022\/06\/graphical-user-interface-text-application-descr-8.png 750w, \/wp-content\/uploads\/2022\/06\/graphical-user-interface-text-application-descr-8-300x266.png 300w\" sizes=\"auto, (max-width: 750px) 100vw, 750px\" \/><\/p>\n<p>&nbsp;<\/p>\n<ol start=\"6\">\n<li>Your Serial Number should already be pre-filled on this page. You can leave everything as-is and hit <strong>Next<\/strong>.<\/li>\n<\/ol>\n<p><img loading=\"lazy\" decoding=\"async\" width=\"750\" height=\"663\" class=\"wp-image-188334\" src=\"https:\/\/www.cati.com\/wp-content\/uploads\/2022\/06\/graphical-user-interface-text-application-email-12.png\" alt=\"Graphical user interface, text, application, email Description automatically generated\" srcset=\"\/wp-content\/uploads\/2022\/06\/graphical-user-interface-text-application-email-12.png 750w, \/wp-content\/uploads\/2022\/06\/graphical-user-interface-text-application-email-12-300x265.png 300w\" sizes=\"auto, (max-width: 750px) 100vw, 750px\" \/><\/p>\n<p>&nbsp;<\/p>\n<ol start=\"7\">\n<li>On the Product Selection page, check \u201cPDM Client\u201d and hit <strong>Next<\/strong>.<\/li>\n<\/ol>\n<p><img loading=\"lazy\" decoding=\"async\" width=\"752\" height=\"663\" class=\"wp-image-188335\" src=\"https:\/\/www.cati.com\/wp-content\/uploads\/2022\/06\/solidworks-1656531832638.png\" srcset=\"\/wp-content\/uploads\/2022\/06\/solidworks-1656531832638.png 752w, \/wp-content\/uploads\/2022\/06\/solidworks-1656531832638-300x264.png 300w\" sizes=\"auto, (max-width: 752px) 100vw, 752px\" \/><\/p>\n<p>&nbsp;<\/p>\n<ol start=\"8\">\n<li>On the Summary page, hit \u201c<strong>Change<\/strong>\u201d next to \u201cSOLIDWORKS PDM Options\u201d.<\/li>\n<\/ol>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-188336\" src=\"https:\/\/www.cati.com\/wp-content\/uploads\/2022\/06\/graphical-user-interface-application-description-13.png\" alt=\"Graphical user interface, application Description automatically generated\" width=\"753\" height=\"668\" srcset=\"\/wp-content\/uploads\/2022\/06\/graphical-user-interface-application-description-13.png 523w, \/wp-content\/uploads\/2022\/06\/graphical-user-interface-application-description-13-300x266.png 300w\" sizes=\"auto, (max-width: 753px) 100vw, 753px\" \/><\/p>\n<p>&nbsp;<\/p>\n<ol start=\"9\">\n<li>Make the following selections\n<ul>\n<li><strong>PDM Professional<\/strong> or <strong>Standard<\/strong> (if unsure, you can safely select Professional, since this will work for clients with both Professional and Standard licenses)<\/li>\n<li>Select the appropriate license level: <strong>Editor<\/strong>, <strong>Contributor<\/strong>, or <strong>Viewer<\/strong>.\n<ul>\n<li>If <strong>Editor<\/strong> is selected, be sure to select <strong>Add-ins<\/strong> for the software you have installed.<\/li>\n<li>If you\u2019re unsure, reach out to your administrator or select \u201cCAD Editor\u201d and confirm after, since license type can be changed easily later.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<\/li>\n<\/ol>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-188337\" src=\"https:\/\/www.cati.com\/wp-content\/uploads\/2022\/06\/graphical-user-interface-description-automaticall-5.png\" alt=\"Graphical user interface Description automatically generated\" width=\"750\" height=\"657\" srcset=\"\/wp-content\/uploads\/2022\/06\/graphical-user-interface-description-automaticall-5.png 526w, \/wp-content\/uploads\/2022\/06\/graphical-user-interface-description-automaticall-5-300x263.png 300w\" sizes=\"auto, (max-width: 750px) 100vw, 750px\" \/><\/p>\n<p>&nbsp;<\/p>\n<ol start=\"10\">\n<li>From the Summary page, accept the terms and select \u201c<strong>Modify Now<\/strong>\u201d.<\/li>\n<\/ol>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-188338\" src=\"https:\/\/www.cati.com\/wp-content\/uploads\/2022\/06\/graphical-user-interface-application-description-14.png\" alt=\"Graphical user interface, application Description automatically generated\" width=\"748\" height=\"664\" srcset=\"\/wp-content\/uploads\/2022\/06\/graphical-user-interface-application-description-14.png 752w, \/wp-content\/uploads\/2022\/06\/graphical-user-interface-application-description-14-300x266.png 300w\" sizes=\"auto, (max-width: 748px) 100vw, 748px\" \/><\/p>\n<p>&nbsp;<\/p>\n<ol start=\"11\">\n<li>After installing, a reboot is recommended to ensure the installation is allowed to complete fully. You should now have the PDM client installed on your workstation while retaining your original SOLIDWORKS client and any menu customization you may have made.<\/li>\n<\/ol>\n<h1><\/h1>\n<h2>If you need SOLIDWORKS &amp; PDM:<\/h2>\n<ol>\n<li>Navigate to <a href=\"http:\/\/customerportal.solidworks.com\" target=\"_blank\" rel=\"noopener\">http:\/\/customerportal.solidworks.com<\/a> and log in with your account.<\/li>\n<\/ol>\n<p><img loading=\"lazy\" decoding=\"async\" width=\"746\" height=\"564\" class=\"wp-image-188339\" src=\"https:\/\/www.cati.com\/wp-content\/uploads\/2022\/06\/solidworks-1656531841043.png\" srcset=\"\/wp-content\/uploads\/2022\/06\/solidworks-1656531841043.png 746w, \/wp-content\/uploads\/2022\/06\/solidworks-1656531841043-300x227.png 300w\" sizes=\"auto, (max-width: 746px) 100vw, 746px\" \/><\/p>\n<p>&nbsp;<\/p>\n<ol start=\"2\">\n<li>If you do not have an account, select Create a <strong>SOLIDWORKS ID<\/strong> and register using your serial number. Once logged in, select <strong>Downloads and Updates<\/strong>.<\/li>\n<\/ol>\n<p>&nbsp;<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-188528 \" src=\"https:\/\/www.cati.com\/wp-content\/uploads\/2022\/07\/Downloads.png\" alt=\"\" width=\"908\" height=\"549\" srcset=\"\/wp-content\/uploads\/2022\/07\/Downloads.png 1148w, \/wp-content\/uploads\/2022\/07\/Downloads-300x181.png 300w, \/wp-content\/uploads\/2022\/07\/Downloads-1024x619.png 1024w, \/wp-content\/uploads\/2022\/07\/Downloads-768x464.png 768w\" sizes=\"auto, (max-width: 908px) 100vw, 908px\" \/><\/p>\n<ol start=\"3\">\n<li>Select the year and service pack you wish to install, accept the agreement, and download the setup.<\/li>\n<\/ol>\n<p><img loading=\"lazy\" decoding=\"async\" width=\"960\" height=\"561\" class=\"wp-image-188341\" src=\"https:\/\/www.cati.com\/wp-content\/uploads\/2022\/06\/solidworks-1656531846101.png\" srcset=\"\/wp-content\/uploads\/2022\/06\/solidworks-1656531846101.png 960w, \/wp-content\/uploads\/2022\/06\/solidworks-1656531846101-300x175.png 300w, \/wp-content\/uploads\/2022\/06\/solidworks-1656531846101-768x449.png 768w\" sizes=\"auto, (max-width: 960px) 100vw, 960px\" \/><\/p>\n<p><em>Note: This download is the setup file only so there will be additional downloading when installing the client.<\/em><\/p>\n<p>&nbsp;<\/p>\n<ol start=\"4\">\n<li>Run \u201cSolidWorksSetup.exe\u201d &amp; choose to <strong>Unzip<\/strong>.<\/li>\n<\/ol>\n<p><img loading=\"lazy\" decoding=\"async\" width=\"347\" height=\"218\" class=\"wp-image-188342\" src=\"https:\/\/www.cati.com\/wp-content\/uploads\/2022\/06\/graphical-user-interface-application-description-15.png\" alt=\"Graphical user interface, application Description automatically generated\" srcset=\"\/wp-content\/uploads\/2022\/06\/graphical-user-interface-application-description-15.png 347w, \/wp-content\/uploads\/2022\/06\/graphical-user-interface-application-description-15-300x188.png 300w\" sizes=\"auto, (max-width: 347px) 100vw, 347px\" \/><\/p>\n<p>&nbsp;<\/p>\n<ol start=\"5\">\n<li>When that finishes, the Installation Manager should start automatically. Select \u201cInstall on this computer\u201d &amp; hit <strong>Next<\/strong>. If you get a pop up stating a reboot is pending, feel free to ignore it and hit \u201c<strong>ok<\/strong>\u201d to continue.<\/li>\n<\/ol>\n<p><img loading=\"lazy\" decoding=\"async\" width=\"749\" height=\"659\" class=\"wp-image-188343\" src=\"https:\/\/www.cati.com\/wp-content\/uploads\/2022\/06\/solidworks-1656531850619.png\" srcset=\"\/wp-content\/uploads\/2022\/06\/solidworks-1656531850619.png 749w, \/wp-content\/uploads\/2022\/06\/solidworks-1656531850619-300x264.png 300w\" sizes=\"auto, (max-width: 749px) 100vw, 749px\" \/><\/p>\n<p>&nbsp;<\/p>\n<ol start=\"6\">\n<li>If you previously installed SOLIDWORKS, your serial number should be pre-filled. If not, be sure to enter it in the box next to SOLIDWORKS. Expand and select any other design software you\u2019d like to install on your machine here (like Visualize or Simulation &#8211; PDM comes later). <strong>Hit Next<\/strong>.<\/li>\n<\/ol>\n<p><img loading=\"lazy\" decoding=\"async\" width=\"745\" height=\"542\" class=\"wp-image-188344\" src=\"https:\/\/www.cati.com\/wp-content\/uploads\/2022\/06\/c-users-learly-appdata-local-temp-snaghtml439d34-.png\" alt=\"C:\\Users\\learly\\AppData\\Local\\Temp\\SNAGHTML439d34.PNG\" srcset=\"\/wp-content\/uploads\/2022\/06\/c-users-learly-appdata-local-temp-snaghtml439d34-.png 745w, \/wp-content\/uploads\/2022\/06\/c-users-learly-appdata-local-temp-snaghtml439d34--300x218.png 300w\" sizes=\"auto, (max-width: 745px) 100vw, 745px\" \/><\/p>\n<p>&nbsp;<\/p>\n<ol start=\"7\">\n<li>You will either be taken to a Product Selection page, or to the Summary page. If you get to the Summary page, select \u201c<strong>Change<\/strong>\u201d next to \u201cProducts\u201d.<\/li>\n<\/ol>\n<p><img loading=\"lazy\" decoding=\"async\" width=\"745\" height=\"542\" class=\"wp-image-188345\" src=\"https:\/\/www.cati.com\/wp-content\/uploads\/2022\/06\/graphical-user-interface-text-application-email-13.png\" alt=\"Graphical user interface, text, application, email Description automatically generated\" srcset=\"\/wp-content\/uploads\/2022\/06\/graphical-user-interface-text-application-email-13.png 745w, \/wp-content\/uploads\/2022\/06\/graphical-user-interface-text-application-email-13-300x218.png 300w\" sizes=\"auto, (max-width: 745px) 100vw, 745px\" \/><\/p>\n<p>&nbsp;<\/p>\n<ol start=\"8\">\n<li>On the Product Selection page, check the \u201c<strong>SOLIDWORKS PDM Client<\/strong>\u201d box. When done, select \u201c<strong>Back to Summary<\/strong>\u201d<\/li>\n<\/ol>\n<p><img loading=\"lazy\" decoding=\"async\" width=\"745\" height=\"542\" class=\"wp-image-188346\" src=\"https:\/\/www.cati.com\/wp-content\/uploads\/2022\/06\/graphical-user-interface-text-application-email-14.png\" alt=\"Graphical user interface, text, application, email Description automatically generated\" srcset=\"\/wp-content\/uploads\/2022\/06\/graphical-user-interface-text-application-email-14.png 745w, \/wp-content\/uploads\/2022\/06\/graphical-user-interface-text-application-email-14-300x218.png 300w\" sizes=\"auto, (max-width: 745px) 100vw, 745px\" \/><\/p>\n<p>&nbsp;<\/p>\n<ol start=\"9\">\n<li>Select <strong>Change<\/strong> next to SOLIDWORKS PDM Options (you may need to scroll down).<\/li>\n<\/ol>\n<p><img loading=\"lazy\" decoding=\"async\" width=\"745\" height=\"542\" class=\"wp-image-188347\" src=\"https:\/\/www.cati.com\/wp-content\/uploads\/2022\/06\/graphical-user-interface-text-application-descr-9.png\" alt=\"Graphical user interface, text, application Description automatically generated\" srcset=\"\/wp-content\/uploads\/2022\/06\/graphical-user-interface-text-application-descr-9.png 745w, \/wp-content\/uploads\/2022\/06\/graphical-user-interface-text-application-descr-9-300x218.png 300w\" sizes=\"auto, (max-width: 745px) 100vw, 745px\" \/><\/p>\n<p>&nbsp;<\/p>\n<ol start=\"10\">\n<li>Make the following selections:\n<ul>\n<li><strong>PDM Professional<\/strong> or <strong>Standard<\/strong> (if unsure, you can safely select Professional, since this will work for clients with both Professional and Standard licenses)<\/li>\n<li>Select the appropriate license level: <strong>Editor<\/strong>, <strong>Contributor<\/strong>, or <strong>Viewer<\/strong>.\n<ul>\n<li>If <strong>Editor<\/strong> is selected, be sure to select <strong>Add-ins<\/strong> for the software you have installed.<\/li>\n<li>If you\u2019re unsure, reach out to your administrator or select \u201cCAD Editor\u201d and confirm after, since license type can be changed easily later.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<\/li>\n<\/ol>\n<p><img loading=\"lazy\" decoding=\"async\" width=\"745\" height=\"542\" class=\"wp-image-188348\" src=\"https:\/\/www.cati.com\/wp-content\/uploads\/2022\/06\/graphical-user-interface-text-application-email-15.png\" alt=\"Graphical user interface, text, application, email Description automatically generated\" srcset=\"\/wp-content\/uploads\/2022\/06\/graphical-user-interface-text-application-email-15.png 745w, \/wp-content\/uploads\/2022\/06\/graphical-user-interface-text-application-email-15-300x218.png 300w\" sizes=\"auto, (max-width: 745px) 100vw, 745px\" \/><\/p>\n<p>&nbsp;<\/p>\n<ol start=\"11\">\n<li>Finally, return to the Summary page and select <strong>Install Now<\/strong>. You may be prompted for a license server that should be entered in the format 25734@&lt;server name&gt;.\n<ol>\n<li>If you\u2019re unsure of your license server, reach out to your administrator.<\/li>\n<\/ol>\n<\/li>\n<\/ol>\n<p>&nbsp;<\/p>\n<h2>Creating a Vault View:<\/h2>\n<ol>\n<li>Open your Windows Start menu, find the SOLIDWORKS PDM folder, and select <strong>View Setup<\/strong>.<\/li>\n<li>Select <strong>Next &gt;<\/strong> to bypass the Welcome screen.<\/li>\n<li>In the next screen, your server name may show in the white window.\n<ul>\n<li>If it does, select it.<\/li>\n<li>If it does not, select the Add button at the bottom of the menu to manually add it.<\/li>\n<\/ul>\n<\/li>\n<li>Once the server is added, check the box to the left of the server name and select <strong>Next &gt;<\/strong>.<\/li>\n<\/ol>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-188531 size-full\" src=\"https:\/\/www.cati.com\/wp-content\/uploads\/2022\/07\/2022-07-05-09_20_47.png\" alt=\"\" width=\"513\" height=\"396\" srcset=\"\/wp-content\/uploads\/2022\/07\/2022-07-05-09_20_47.png 513w, \/wp-content\/uploads\/2022\/07\/2022-07-05-09_20_47-300x232.png 300w\" sizes=\"auto, (max-width: 513px) 100vw, 513px\" \/><\/p>\n<p>&nbsp;<\/p>\n<ol start=\"5\">\n<li>Check the box next to the vault you would like to add a vault view for and select <strong>Next &gt;<\/strong>.\n<ol>\n<li>If it is grayed out, try following the troubleshooting steps according to the <a href=\"https:\/\/www.cati.com\/blog\/solidworks-pdm-local-view-essentials\/\">error messages listed in this related article<\/a>.<\/li>\n<\/ol>\n<\/li>\n<li>Set the file location. It is strongly recommended that all users put it in the root of the C or data drive.<\/li>\n<li>Finally, select the option to create the view \u201cFor all users on this computer\u201d, if available. Select <strong>Next &gt;<\/strong> and then <strong>Finish<\/strong>.<\/li>\n<\/ol>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-188350\" src=\"https:\/\/www.cati.com\/wp-content\/uploads\/2022\/06\/graphical-user-interface-text-application-email-17.png\" alt=\"Graphical user interface, text, application, email Description automatically generated\" width=\"591\" height=\"461\" srcset=\"\/wp-content\/uploads\/2022\/06\/graphical-user-interface-text-application-email-17.png 513w, \/wp-content\/uploads\/2022\/06\/graphical-user-interface-text-application-email-17-300x234.png 300w\" sizes=\"auto, (max-width: 591px) 100vw, 591px\" \/><\/p>\n<p><em>Note: Only for me should only be selected if the user does not have administrative rights on their machine. It will become apparent if the vault view fails to complete. In this case, users must place the vault view in their Documents folder or a folder created on the C: drive and select the Only for me option.<\/em><\/p>\n<p>Rowan Gray<br \/>\nPLM Support Team Lead<br \/>\n<a href=\"https:\/\/www.cati.com\/\" target=\"_blank\" rel=\"noopener\">Computer Aided Technology<\/a><\/p>\n<p>&nbsp;<\/p>\n","protected":false},"excerpt":{"rendered":"<p>The SOLIDWORKS installation manager comes with all the SOLIDWORKS products you need \u2013 anything from PDM to Simulation \u2013 included in one convenient package. When installing SOLIDWORKS, you can be sure to include PDM at the same time! If you already have SOLIDWORKS installed and now you need the PDM client as well, you can [&hellip;]<\/p>\n","protected":false},"author":206,"featured_media":188333,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[2282,2250,2243,2237,2242,1389,1088,1089],"tags":[],"class_list":["post-188330","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-general-info","category-solidworks-pdm-standard","category-solidworks-pdm-professional","category-general-information","category-pdm-plm-theory","category-inflow-technology","category-pdm-plm","category-solidworks-pdm"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v22.5 (Yoast SEO v22.5) - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Installing the SOLIDWORKS PDM Client<\/title>\n<meta name=\"description\" content=\"The SOLIDWORKS installation manager comes with all the SOLIDWORKS products you need \u2013 anything from PDM to Simulation \u2013 included in one convenient package. When installing SOLIDWORKS, you can be sure to include PDM at the same time! If you already have SOLIDWORKS installed and now you need the PDM client as well, you can just modify your installation to add PDM onto it without uninstalling anything or starting from scratch.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.cati.com\/blog\/installing-the-solidworks-pdm-client\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Installing the SOLIDWORKS PDM Client\" \/>\n<meta property=\"og:description\" content=\"The SOLIDWORKS installation manager comes with all the SOLIDWORKS products you need \u2013 anything from PDM to Simulation \u2013 included in one convenient package. When installing SOLIDWORKS, you can be sure to include PDM at the same time! 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