PDXpert PLM Software Installation Guide

Upgrading your current PDXpert PLM server & client

You must have a current license subscription, administrator rights to your computer, and be the only logged-in Windows user.

Unless otherwise noted, all updates are cumulative and may be applied to any PDXpert system. No other updates are required to obtain the most current features.

If your computer does not already have Microsoft .NET 4 (Extended), it will be downloaded from the Microsoft website and installed for you.

Upgrading the server

1. Ensure that all users have logged out of their PDXpert clients.
2. 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.
3. Download the PDXpertServer installer listed on this page. We suggest saving it to your computer's Desktop.
4. Run the PDXpertServer.exe installer on your current server computer, which also installs a PDXpert client on the same computer. The setup program creates a PDXpert client installer on your computer's Desktop, which can be used for other computers on your network.

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

Server computer performance will be significantly reduced while the database is indexed. This may take 30 minutes or more for a large database and library. You can monitor the progress from the PDXpert client by opening the Index Status window from the Tools menu. Server performance will return to normal after the indexing is complete.

Upgrading the client(s)

If you use more than one computer for your PDXpert system, upgrade the PDXpert client application on each user's computer. Do one of the following:

• Open the previous client application. When it connects to the server, the client will request permission to be upgraded. Accept the request, wait while the installer completes the upgrade, and then restart the upgraded PDXpert client.
• The server installation copies a PDXpertClientSetup browser shortcut onto the server computer's Windows Desktop. You can email this shortcut to any users who need PDXpert on their workstations. Clicking on the shortcut downloads the correct PDXpert client installer from the PDXpert Application Server.
• Download the installer from this page, and run it on each workstation.

Special note for upgrading to Release 6.1 on 64-bit Windows from Release 6.0 (or earlier)

PDXpert 6.0 and earlier releases are 32-bit applications. If you've previously installed 6.0 or earlier on a 64-bit Windows operating system, uninstall it before upgrading. To uninstall your PDXpert, go to the Windows Start menu > Control panel > [ Add or Remove Programs (XP) or Programs and Features (Vista/7) ] > PDXpert Server and/or PDXpert > Uninstall

PDXpert release 6.2 and later will automatically uninstall 32-bit versions of PDXpert installed on 64-bit Windows.