SOLIDWORKS 2020: Tips For a Successful Upgrade

By David Ramsey on

Summer is coming to an end, the smell of pumpkin spice floats through the air, glints of orange and gold dance in the trees. Only one thing could make this fall more perfect, a new version of SOLIDWORKS to play with! That’s right folks it’s update season and there are a few things you should check to make sure your transition to SOLIDWORKS 2020 is smooth and easy. Let’s go over the key points to help you have the best experience when upgrading to SOLIDWORKS 2020.

Installation Type and Backup Plan

It’s important that you consider your installation type before updating. Do you have a stand-alone or network license? If network license, it is important that the SOLIDWORKS Network License Manager (SNLM) be updated first. This is required as the SNLM must be the equivalent or more recent version than the client machines (2019 SNLM can manage 2019 and below licenses, but 2019 SNLM cannot manage 2020 licenses).

Once you’ve confirmed your installation type, make sure you back up your settings. This means PDM Vaults, Custom Settings in SOLIDWORKS and toolbox databases. If using SOLIDWORKS PDM, please contact the TriMech PDM team prior to upgrading SOLIDWORKS so we can help.

Copy Settings Wizard

Before updating SOLIDWORKS, it’s important that you capture your current user settings. These are things like your toolbox menus, your keyboard shortcuts and custom file locations for templates. Essentially, things that you’re going to want to make SOLIDWORKS “yours” once again. If you fail to capture these settings before upgrading, SOLIDWORKS reverts to the default setup. By utilizing the Copy Settings Wizard, you can capture the current user settings and then reapply them once the software is updated.

Settings Wizard SOLIDWORKS

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Custom Templates in Custom File Locations

If you’re going to be using custom templates for drawings, parts or assemblies it’s important that you create a separate file location for these templates in SOLIDWORKS file locations in the options dialog. This is necessary because during the update process SOLIDWORKS wipes the default directory and any custom information is removed. By saving your custom templates, in a unique location and running a Copy Settings Wizard these locations are restored once the software is updated.

Custom Templates in SOLIDWORKS

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Confirm System Specifications

System Specs Confirmation in SOLIDWORKSAs SOLIDWORKS grows and becomes more robust, the physical requirements of your CAD machine also grow. As such, it is important to make sure that your Workstation meets the hardware needs of the newer, better software.

>> Click here to review system requirements for SOLIDWORKS and SOLIDWORKS PDM

Frequently Asked Questions

  1. Can multiple versions of SOLIDWORKS be installed on my machine? Yes. During the install, SOLIDWORKS will recognize there are other versions already installed. Pay attention to the install options as it will ask you if you wish to upgrade an existing install or not.
    Note: It is recommended to create a new install folder for the new version (C:Program FilesSOLIDWORKS 2020) AND a new SOLIDWORKS Data folder (C:SOLIDWORKS Data 2020) for Toolbox. If you do not specify a new Toolbox folder, the older version will be updated to the new version and you will run into issues with Toolbox.
  2. Can multiple versions of SOLIDWORKS be installed on my machine if I have a network license? Yes. See previous note.
    Note: The SNL Manager on the server will need to be upgraded to the latest version first. A 2020 SNL Manager will still serve licenses of older versions (i.e. 2019, 2018, etc.).

Hopefully this article provides you with some important information to consider and answers some of your more immediate questions before planning your next upgrade. If you have any additional questions, please be sure to reach out to our Tech Support Team at 888-223-3334.

Now that you have an overview of the top tips for a smooth upgrade to SOLIDWORKS 2020, we encourage you to click on the button below and download our complete guide, Getting Ready for SOLIDWORKS 2020.