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.

If you have a large system or many custom services, consider 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. Before upgrading, 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.
  2. Close all PDXpert client applications. Open sessions on remote clients are closed during the upgrade.

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

  4. 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 want to use the Database without Library (.bak) option. The upgrade will not affect any library files.

  5. 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.

  6. Run the PDXpert System installer on your current server computer. This also updates the PDXpert client on the same computer.

    PDXpert release 10.3 and later installs SQL Server 2014 Express LocalDB. If your older system was using SQL Server 2012 Express LocalDB, the database will be moved to the new SQL Server 2014 Express LocalDB and upgraded. If your system was using any other SQL Server edition, then it will continue to be used. In this case, you must install the PDXpert system upgrade using the PDXpertSystemSetup-{release}.exe db=0 command line option to prevent LocalDB installation.

    A single-level (e.g. 10.1 to 10.2) upgrade requires only a few minutes to update the database schema. Exceptions will be described in each level's release notes.

    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. It's the result of Windows Installer error, or Windows setting the installation target's desktop.ini to read-only. Even if the PDXpert setup can't update the previous desktop icon, the old icon will work fine.

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.

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Install Guide Contents