Upgrade Your Toolbox in SOLIDWORKS PDM

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This document is intended for CAD Administrators that need to upgrade the SOLIDWORKS Toolbox that is contained within a SOLIDWORKS PDM vault, but without using the SOLIDWORKS Installation Manager. This could be due to a few circumstances, including using Administrative Images, or the desire to not upgrade the Toolbox until all client installations are completed. In this guide we will show you how to upgrade the toolbox in an existing SOLIDWORKS PDM Vault. This process will need to be followed whenever you are upgrading the SOLIDWORKS version on the client systems.

Preparation
  • Login to a machine that has the upgraded version of SOLIDWORKS and SOLIDWORKS PDM installed
  • Switch the PDM Vault to allow login from the ‘admin’ user:
  • Open the PDM Administration tool
  • Double-click Settings found under Local Settings
  • Select the Vault in the droplist
  • Uncheck ‘Use Server Default’
Uncheck Server Default SOLIDWORKS PDM
  • Click OK
  • Verify that ‘admin’ user has permission to alter the toolbox
  • The ‘admin’ will need check out, check in, add, & delete rights in both the folder and the workflow that holds the toolbox files
  • Expand Users, then double-click the ‘admin’ user
  • Select Groups, then verify that the ‘admin’ user is not in any groups (if groups are listed then select them and choose Remove)
  • Select Folder Permissions
  • Select Assigned Folder Permissions
  • Select the vault root in the path area (or the folder containing the toolbox should there be more than one folder listed)
  • The following permissions, at a minimum, should be selected if they are not already. (Add or Rename File, Add or Rename Folder, Check Out File, Delete File, Delete Folder, Move File, Move Folder, Read File Contents, Show Working Versions of Files)
  • Select State Permissions
  • Select the Workflow that contains the Toolbox files (from the droplist in the top right)
  • Highlight all Workflow States
  • The following permissions, at a minimum, should be selected if they are not already. (Add or Rename File, Check Out File, Delete File, Move File, Read File Contents)
  • Click OK
  • Verify that the vault is pointed to the Toolbox
  • In the PDM administration tool, expand SOLIDWORKS, then double-click Toolbox
  • Verify that ‘Manage SOLIDWORKS Toolbox in the Vault’ is selected
  • Verify that ‘Toolbox Root Folder Path’ points to the Toolbox in the vault
Toolbox Root Folder Path
  • Click OK
  • Open Windows Explorer and login to the PDM vault as the ‘admin’ user
  • Navigate to your SOLIDWORKS Toolbox folder in the vault
  • Right-click the folder, then choose Get Latest Version
Get Latest Version of SOLIDWORKS PDM
  • Select All items and select the Get box, if they are not already selected (to do this: select one file name, then use CTRL-A, then check the Get Box)
  • Click Get
  • Copy the Toolbox outside the vault to create a backup
  • On the Toolbox folder, Right-click > Copy
  • In Windows Explorer, navigate to C:\ drive and create a directory called ‘Temp’
  • Open C:\Temp
  • Right-click > Paste
Paste Toolbox to Local Drive

Note: Retain this folder until your Toolbox upgrade is complete and validated. We also recommend that you retain this folder for some time following the upgrade, should additional issues arise.

  • Open SOLIDWORKS
  • Navigate to Tools > Options > Hole Wizard/Toolbox
  • Verify that the location listed is for the Toolbox located in the vault

Note: If the location is incorrect in the step above you will not be able to correct the location within SOLIDWORKS, as it will return an error stating that you are pointing to an incorrect Toolbox version. This can be corrected, but you will need to edit values in the registry. Editing the registry can be potentially harmful to the machine, and a backup of the registry should be performed prior to editing. The backup can be performed via Right-click > Export. MLC CAD Systems holds no liability for incorrectly editing the registry. If you feel unsure about these steps, then please reach out to one of our experienced SOLIDWORKS Support Technicians here: https://mlc-cad.com/technical-support/

  • Perform the following steps only if the Hole Wizard/Toolbox is incorrect in SOLIDWORKS:
  • Uncheck All Add-ins in SOLIDWORKS under Tools > Addins, then close SOLIDWORKS
  • Go to Start and type ‘regedit’, then press Enter
  • Navigate to the following registry key:
  • HKEY_CURRENT_USER\Software\SolidWorks\Solidworks 20XX\General\
  • Double-click ‘Toolbox Data Location’
  • Alter the path to be the Toolbox location within the vault
  • Close the Registry Editor
Upgrade Procedure
  • Use the same machine from the Preparation steps above that has the new version of SOLIDWORKS installed
  • Open Windows Explorer and login to the PDM vault as the ‘admin’ user
  • Navigate to your SOLIDWORKS Toolbox folder in the vault, then within the \lang\english\ (path for the example is ‘D:\SW_PDM\Libraries\Toolbox\lang\english’)
  • Select the file ‘swbrowser.sldedb’
  • Select Check Out on the toolbar
  • Verify that the file is checked out by the ‘admin’ user
  • Navigate to the Toolbox > Data Utilities folder within the installation directory for SOLIDWORKS. The default location is: ‘C:\Program Files\SOLIDWORKS Corp\SOLIDWORKS\Toolbox\data utilities’
  • Right-click ‘UpdateBrowserDatabase.exe’ and choose Run as Administrator
Update browser database
  • Verify that the ‘Database to Update’ field points to the vault Toolbox
  • Verify that the ‘Updating Database’ is set to: ‘c:\program files\solidworks corp\solidworks\toolbox\data utilities\lang\english\updatedb.sldedb’
Verify Updating Database
  • Click Update
Note: This may take some time to complete and the ‘Update Toolbox Database’ dialog will automatically close when this process completes.
  • Navigate to your SOLIDWORKS Toolbox folder in the vault, then within the \lang\english\ (path for the example is ‘D:\SW_PDM\Libraries\Toolbox\lang\english’)
  • Select the file ‘swbrowser.sldedb’
  • Select Check In on the toolbar
  • Add a version comment and click Check In
add version comment
  • Navigate to the installation directory for SOLIDWORKS. The default location is: ‘C:\Program Files\SOLIDWORKS Corp\SOLIDWORKS\’
  • Right-click ‘sldtoolboxupdater.exe’ and choose Run as Administrator
  • Click ‘’SOLIDWORKS/Toolbox Media Location”
  • Navigate to your downloaded 20XX installation folder. The default location is: \Documents\SOLIDWORKS Downloads\SOLIDWORKS 20XX SPX
  • Click OK
  • Click Process
  • Switch the PDM Vault back to using the default login type:
  • Open the PDM Administration tool
  • Double-click Settings found under Local Settings
  • Select the Vault in the droplist
  • Check ‘Use Server Default’
  • Click OK

The Toolbox/Hole Wizard data is now upgraded and ready to use!

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