Upgrading the PDXpert Application Server

Your system must be using a valid license for the upgraded release. You must have administrator rights to your computer and be the only logged-in Windows user.

If you're upgrading to a release that's older than PDXpert 8.0, then refer to Upgrade to PDXpert 7.5 or earlier. If you're upgrading to release PDXpert 8.0 or later, follow the instructions on this page.

All updates are cumulative and may be applied to any PDXpert system. No other updates are required to obtain the most current features.

We recommend validating your upgrade in a test environment prior to upgrading your production system.

A system upgrade is applied to your server computer.

  • In a single-user system, you may be using a single PC that acts as the server computer and contains the PDXpert client application.

  • If you use more than one computer for your PDXpert system, upgrade the PDXpert system on your server computer before upgrading the PDXpert client application on each workstation computer.

  1. Download and save the new PDXpert System installer.

    Obtain the PDXpert System installer using your previous release's download page; registering to receive a new download link via email; or requesting the download from your application support engineer.

    Save the PDXpert System installer to your server computer. Do not run the installer directly from your browser. An interrupted connection may cause the installation process to fail.

  2. Confirm that:

    • You have administrator rights to your server computer.

    • You are the only logged-in Windows user on your server computer.

      To confirm: (1) use the Windows command query user or (2) open Task Manager, click More Details and then the Users tab.

    • Your PDXpert system has a current license loaded.

    • You've reviewed the installation guidelines.
    • You've reviewed any special instructions in the related release notes.
    • Your system has all important Microsoft updates, and you've recently restarted your computer.
  3. Close all PDXpert client applications to ensure that all work has been saved.

  4. Stop access from any applications, utilities or services that rely on the PDXpert database (CAD part look-up, MRP transfers, database backup services, etc.).

  5. Back up your data as described in the help file: Contents > PDXpert Application Server > How to... > Back up the database or in on-line help. If you have a large number of files, you may use the Database without Library (.bak) option. The upgrade will not affect any library files.

  6. Run the PDXpert System installer on your current server computer. This also updates the PDXpert client on the same computer. An upgrade usually takes just a few minutes. Exceptions will be described in the release notes.

    A PDXpert System upgrade normally won't install a new SQL Server LocalDB or database instance (see note below).

    During an upgrade, the PDXpert installer may display the message: Warning 1910. Could not remove Shortcut {PDXpert app}.lnk Verify that the shortcut file exists and that you can access it. You can safely ignore this warning.

Users may log in after the server displays the Database upgraded successfully status message.

Indexing may take significant time for a large database and library. While the database is being indexed, search results may be incomplete and server computer performance will be reduced. Server performance and search results will return to normal after the indexing is complete.

Validating your database & library upgrade

Use the following steps to confirm that your database and library file pointers have been successfully updated, and that all database services are operational.

On the server computer:

  1. Start the PDXpert client using an account with normal or analyst role permissions:

    • Enter account name and password, and
    • Click the OK button.

    If you see the log in message The server could not be contacted, then the client communications service could not automatically restart after the upgrade. Restart the service by rebooting the computer. Or, to avoid rebooting, use the Windows Control Panel > Administrative Tools > Services tool to Stop, then Start, the PDXpert Server service.

  2. Search for a known part or document that has a file attachment. Open the item and confirm that the file attachment can be copied from PDXpert to your computer's Desktop. View the file to ensure the file appears as expected. You may want to test both recent and older items.

    A large database may require significant time before all items are searchable. You can monitor indexing progress within the PDXpert client: Tools | Index Status...

  3. Verify that each Data Transformations member (custom reports, imports and exports) performs as expected.

  4. If you have defined any Views collection members for sharing data with CAD, MRP or similar applications, verify that each view result contains expected data.

  5. Restart/restore any custom applications, utilities or services that rely on the PDXpert database and verify proper operation.


Note on SQL Server installation during upgrades

When upgrading, the PDXpertSystemSetup.exe does not install SQL Server Express LocalDB (x86 or x64) when any of these conditions is true:

  • Install is invoked using the command line parameter db=0 (literally, where the supplied parameter overrides the default 1)

  • A SQL Server instance named PDXPERT exists

  • LocalDB 2012, 2014 or 2016 exists

The PDXpert server attempts to use an existing PDXpertDB database when

  • HKEY_LOCAL_MACHINE\SOFTWARE\PDXpert\Server\ConnectionString exists in the registry

  • An instance named PDXPERT exists

  • A LocalDB default instance exists (the instance name is defined by LocalDB, which will usually be MsSqlLocalDb)

  • A LocalDB instance named (localdb)\MsSqlLocalDb exists

These rules are shown in order of precedence.

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