SolidWorks Installation Guide

SolidWorks
Installation Guide
OCTOBER 2007
SolidWorks Education Edition 2007
Installation Instructions Preparation
➢
Verify that your system meets the criteria specified in
http://www.solidworks.com/System_Requirements.
➢
Back up all SolidWorks files (parts, assemblies, and
drawings, document templates, sheet formats, library
features, and form tools) before upgrading to SolidWorks
2007. Files you open and save in SolidWorks 2007 cannot
be opened in earlier versions.
➢
Locate your Serial Number. (The number typically begins
with 9710 (Network) or 9701 (Stand Alone) and is located on
the front of the box on a sticker. If you cannot find or you
have misplaced your number, contact your local VAR to
obtain one.)
➢
Uninstall any alpha, beta, or pre-release versions of the
SolidWorks or COSMOS software.
Registration
To register during the installation, enter your registration code at the
prompt or follow the instructions to request a code at the end of the
installation. If you prefer to register later, you can use the product for
up to 30 days without a registration code. However, during this trial
period, you cannot open files that are more than 30 days old. To
request a registration code, send an email to
register@SolidWorks.com. You will receive a response within three
business days. Please note that registration codes are not provided
by phone.
You are ready to begin your installation of SolidWorks
Education Edition!
LICENSE SERVER
• Install SolidWorks &
COSMOS License
Servers
• SolidWorks Network
License
• COSMOS Network
License
• Host ID
• Dongle
If you are installing a network version you will need to obtain
a “SolidWorks and COSMOS Network License file” (in the
form of a txt file). If you are installing a stand alone version
you will need a “Registration Code” (an 8 unit alpha/numeric
sequence)
.
➢ Installation and Licensing Process
➢
Step 1
Step 2
LICENSE CLIENTS
• Install SolidWorks
Software
Step 3
Step 4
License File Retrieval License Server
Installation
SolidWorks
Education Edition
Installation
DWGeditor, eDrawings®
and COSMOS Installation,
Registration
(Network & Stand
Alone)
(Network & Stand
Alone)
(Network User only)
Page 1
Step 1 | SolidWorks & COSMOS License File
Retrieval, Registration Code
This step is for users who are on NETWORK and need a License
file and for users who are on Stand Alone that need a Registration
Code.
1. Go to www.solidworks.com and then click Services.
2. Once you are in the Services page, click Support –
Customer Portal. This will direct you to the sign-in page for
the customer portal.
3. Once you are in the sign-in page, on the right side of the
page, click on To create a account, click here.
4. Put in the appropriate information in the boxes listed and
click Continue at the bottom of the page. (You will not be
able to move forward if you have not completed the required
fields which are indicated with a red asterisk.)
Page 2
5. After you have completed filling out your information, you will
then be asked to accept the terms of agreement.
6. You have successfully signed in to the Customer Portal. In
order for Full Access to the portal, you must Register your
Products. On the right side of the Customer Portal, under
My Information, click Register My Products.
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7. After you click Register My Product, you will have to enter
your SolidWorks Serial Number in the box. (The number
typically begins with 9710 (Network) or 9701 (Stand Alone)
and is located on the front of the box on a sticker. If you
cannot find or you have misplaced your number, contact
your local VAR to obtain one.) Then click Next.
8. Once you have entered your serial number, you will then be
asked several questions in the next window. Answer the
fields and then click Next.
Page 4
Example of Email
9. The SolidWorks Network License File (.txt) or the
SolidWorks Registration Code has been emailed to you.
You should receive this file in a few minutes. (Note: SAVE
THE NETWORK LICENSE FILE TO YOUR C: DRIVE. You
will need this in Step 2.) Click Next.
I didn’t receive my license file, what do I do?
If you don’t receive your license file in a reasonable amount of
time here are some tips:
● Check your junk mail folder
●
Check your spam folder
● Check with your IT department to see if it is blocked in
one of their folders
● If you still cannot get the license file, contact your local
reseller and they will be able to get it for you.
Page 5
Network and Stand Alone: To retrieve your COSMOS Network
License File, go to www.solidworks.com/cosmosEDUlicense. Fill
out the fields and then click Continue.
Note: DO NOT use the physical address for
your wireless card if you have one.
HOST ID:
To find your Host ID click:
Start > Run > Type in cmd then press enter. Type in ipconfig/all
in the windows prompt. Look for your Physical Address and type
that in the Host ID field in the COSMOS EDU License Request
Form. This number will be 12 digits containing alphanumeric
characters.
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1. The COSMOS Network License File has been emailed to
you. (license.dat) You should receive this file in a few
minutes. (Note: SAVE THE NETWORK LICENSE FILE TO
YOUR C: DRIVE of the machine acting as your license
server. You will need this in Step 2 for Network and Step 4
for Stand Alone.) Close this window.
***STAND ALONE PROCEED TO STEP 3***
SEE PAGE 18
Step 2 | SolidWorks & COSMOS NetWork License
Server Installation
This step is only for users who are on NETWORK. If you purchased
a Stand Alone, proceed to Step 3 in the installation process. The
SolidNetWorks and COSMOS License Manager is the application
that enables the SolidWorks software to run on your machines.
1. INSERT DONGLE (Note: USB or Parallel Type)
2. Insert Solidworks DVD in your local DVD drive. If
SolidWorks Master Setup does not come up automatically,
select My Computer and double click the D: drive. Once
Master Setup has started, click Other Products.
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Note: If you are installing SolidWorks on a Network with
Restricted Rights, please look in the Customer Portal for
additional documentation or contact your local reseller for
assistance.
3. You will be prompted to choose what you would like to
install. Choose SolidNetWork License Manager and then
click Install.
• Note: The License Manager should be installed on one of the
machine that will be used to distribute SolidWorks licenses on
your network server.
• Your dongle (hardware lock) must be inserted on the machine
that is your License Manager and not any other machine.
4. Welcome to the SolidWorks SolidNetWork License Manager
Setup Wizard! Click Next to begin your installation.
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5. You will be asked where you want to install the SolidNetwork
License Manager application. You can change the default
settings to a location of your choice by clicking Change
located in the right side of the window. Once you have
chosen, click Next.
6. You will next be asked what language you want as your
default. After you choose your language, click Next.
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7. Now you are ready to begin the installation. Click Install to
proceed.
8. Click Finish to continue.
Page 10
9. To begin the installation, DO NOT change the location
where “The wizard will help you create or edit the FLEXlm
license file.” Keep the server type at Single, and then click
Next.
10. In this step of the installation, you will be given your server
information. PLEASE NOTE the Computer Name and Port
Number. (You will need the Computer Name and Port
Number in Step 3.) Once you have written down your
Computer Name and Port Number, click Next.
Note: Please take note of the
Firewall message. If your network
has firewall, check the box on the
upper left hand corner.
Page 11
11. You will now have to insert your SolidWorks Network
License File that you were given during Step 1. (You were
given a Network License File (.txt) during Step 1. This file
was placed in your C: Drive.) Click Read to insert your
Network License File.
12. Click Browse and locate the Network License File that you
have copied to your C: Drive. Once you located your
Network License File, click Ok.
Page 12
13. Your Network License will show up on the screen. You are
now finished installing the SolidWorks SolidNetWork License
Manager. Click Finish to move to the next step and begin
installing COSMOS NetWork License Manager.
14. Click Back to return to the master setup window.
Page 13
15. Click Install COSMOS to begin installing the COSMOS
NetWork License Manager.
16. Click Install COSMOS Network License Manager to begin
installation.
Page 14
17. The COSMOS Setup Wizard will guide you through the
installation process. Click Next.
18. You will now have to insert your COSMOS Network
License File that you were given during Step 1. (You were
given a Network License File (license.dat) during Step 1.
This file was placed in your C: Drive.) Click Browse to locate
your file and then click Next.
Page 15
19. You can specify the following information to indicate how you
want the COSMOS license service to be configured on the
server machine. (Recommended: Leave the Default
settings) Then click Next.
20. Choose the destination folder to where you want to install
the COSMOS Network License Manager. You can click
Change to change the location. Once you have chosen your
destination folder, click Next.
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21. You are now ready to begin installing the COSMOS Network
License Manager. Click Install.
22. You are now finished installing the COSMOS Network
License Manager. Click Finish.
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Step 3 | SolidWorks Education Edition Installation
Note: For SolidWorks Network install, the software does not get
installed on the network machine (Server). SolidWorks should be
installed on the user machines (Client).
1. You are finished installing SolidWorks and COSMOS
License Server on the SERVER machine (Network Users)
Click Close. Now you are ready to install SolidWorks on your
CLIENT machines. Make sure you use the correct disk.
This will depend on which operating system you have,
Windows XP or Vista.
Note: Installing SolidWorks will also install COSMOS products
automatically. You do not have to re-install COSMOS after the
SolidWorks installation is complete.
2. After you have clicked Install SolidWorks, the SolidWorks
Setup Wizard will guide you through the installation. Click
Next to begin installation.
Page 18
3. When the prompt asks you what you would like to install,
Click SOLIDWORKS OFFICE PREMIUM. Do not click the
other options. (Education Customers benefit by getting the
best software SolidWorks provides.) Then click Next.
4. After you have chosen SolidWorks Office Premium as
your choice, you will be asked which folder you would like
your software to be installed in. You can change the default
settings to a location of your choice by clicking Change
located in the right side of the window. After you have
chosen your location, click Next.
Page 19
5. Once you have chosen the folder for your installation, you
will then have to provide your SolidWorks Serial Number.
(The number begins with 9710 (Network) or 9701 (Stand
Alone) and is located on the front of the box on a sticker. IF
you cannot find or you have misplaced your number, contact
your local VAR to obtain one.) Then click Next.
6. STAND ALONE ONLY(Network users go to number 7 on
page 21). Type in the SolidWorks Registration Code you
were emailed in Step 1. Then click, Next.
Page 20
7. Click Next.
8. The next step in the installation invites you to join the
SolidWorks Experience Feedback Program. This data is
used only for quality and product improvement purposes.
Once you have chosen yes or no, click Next.
Stand-alone only. proceed to number 12 on page 23.
Page 21
9. NETWORK ONLY. If you are installing a Network license of
SolidWorks, your serial number will trigger the following
dialog box shown below. (Note: If you are installing a standalone license, you will not see the following dialogue.
Proceed to number 12, page 23.) You will be asked to list
license servers that can be accessed by the computer you
are installing SolidWorks on. Click Add.
10. NETWORK ONLY. After you click add, you will be prompted
to enter the license server name in the form of
portNumber@computerName (ex. 25734@myserver). You
have noted this in Step 2. Once you have entered your
license server name, click Ok.
Page 22
11. NETWORK ONLY. Once you click ok, your license server
should be listed in the box. Then click Ok to begin
installation.
12. Now you are ready to begin the installation of the
SolidWorks Education Edition. Click Install.
Page 23
13. Click Next once this part of the installation has completed.
Note: You are not finished with your full installation.
Depending upon your computer configuration you
may or may not need to restart your computer.
*If your computer asks you to restart, leave the disc in
the computer so the installation process can continue
upon start up of the computer.*
Page 24
14. Click Done to continue.
You will now automatically install eDrawings®, DWG
Editor, and COSMOS
Page 25
Step 4 | eDrawings® , DWG Editor, and COSMOS
Installation, Registration
1. NOTE: Stand Alone only. DO NOT run SolidWorks after
the installation has finished. You still need to insert your
COSMOS License File. Proceed directly to number 5,
page 28 of this process.
2. NETWORK ONLY. You have finished installing
COSMOSWorks®, COSMOSMotion™, and
COSMOSFloWorks™. The next step is registration.
Choose the appropriate registration method and then click
Next. (Recommended: Web on this computer)
3. NETWORK ONLY. Once you have chosen the method of
registration and completed the process, you can continue
with the SolidWorks Installation. After completion of
registration, a window will prompt you to finish installation of
SolidWorks. Click Finish.
Page 26
4. You are now finished installing the SolidWorks Education
Edition!
STAND ALONE ONLY: DO NOT run SolidWorks now.
(Uncheck ‘Run SolidWorks now’) Proceed to next step.
Note: Installing SolidWorks will also
install COSMOS products automatically.
You do not have to re-install COSMOS
after the SolidWorks installation is
complete.
Page 27
5. STAND ALONE ONLY. You need to insert your COSMOS
License File in order for COSMOS to work properly. Click
Start >All Programs > SolidWorks 2007 SP4.0 >
COSMOS Tools > License Administrator Tool.
6. STAND ALONE ONLY. Next click the third tab on top that is
named Authorized Modules. Then click Edit.
7. STAND ALONE ONLY.You will now have to insert your
COSMOS Network License File that you were given during
Step 1. (You were given a Network License File (license.dat)
during Step 1. This file was placed in your C: Drive.). Then
click Ok.
Page 28
8. STAND ALONE ONLY. Insert Dongle and run SolidWorks.
Click Ok to finish.
YOU CAN NOW RUN SOLIDWORKS EDUCATION EDITION!
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