Migrating to a New Version of TopSolid

Step by step instructions on migrating data to the latest version of TopSolid.

Migration Notes

• Before beginning the migration process, be aware it can take 1 to 8 hours to complete, depending on the size of your data and number of clients.
• Set an appropriate amount of time aside to create backups, have your PDM taken off-line, and migrate data over.
• While it is not recommended to migrate while you have large projects in process, it is fine if you do not finish prior to migration.
• At a logical point, stop, completely check-in all open projects, then proceed to the Backup process.
• After migration, it may be necessary to upgrade your data to the new version. To manage this, open the document you wish to upgrade, go to the 7 icon | Edit | Upgrade option and select it. This will update the entire document to use the newer version of TopSolid. Once upgraded, use CTRL+R to rebuild the document. This recalculates the document based on the latest software changes.
• In CAM, Upgrade recalculates toolpaths with the latest algorithms. 

Migration Process

Before you begin the installation of the new version of TopSolid you need to do the following.

        1.) Do you have your license(s) and post processors (if required):

              a.) See Before Starting section for details.

        2.) Make sure all users check-in all data from all projects back into the vault.

              a.) See Project Check-In Section for how to do this.

        3.) Create a full backup using the provided TopSolid Backup Utility

              a.) See Backup Utility section for how to do this.   

        4.) Download the new version of TopSolid

              a.) See Digital Download section for how to do this.

        5.) Make Sure Windows is up-to-date

              a.) See Windows section for how to do this

        6.) Install TopSolid

              a.) See Install TopSolid section for how to do this.

Project Check-in

It is important to first, completely check-in all of your data prior to backing up your PDM.

• Check-In all Documents
• Check-In all Projects and Libraries
• To verify all data is checked-in, open the Changes Manager. In this Manager, you can see which documents require Check-In, and check them in directly from the list.

• Refresh the Changes Manager multiple times to verify all data is completely checked-in

1.)                              2.)

3.)                4.) 

 

Backup Utility - PDM

• Using the TopSolid Backup Utility or TopSolid PDM Server Backup Utility, create a complete backup of your PDM data.
• The backup data should be stored on another disk, not the disk TopSolid is installed on, a server location is best.

                 Local PDM                                                                       Client -Server PDM

                     

• Under Complete, “Save now” will create a backup file to the defined location. Previous backups will appear in the list at the bottom of the window.
                                   

Windows®

Installation

• Prior to beginning the installation, it is recommended that you review the TopSolid Installation Guide.
• The guide is available at the beginning of installation via pop-up or can be found in the ...\Help\en, folder wherever you downloaded the digital installation Setup file.
• After reviewing the Installation Guide, we can now begin the installation of the newest version of TopSolid 

 

 

Digital Download

• This download will begin automatically, and you will see the download progress in your web browser.
• Depending on the browser you use, you may need to designate a save location. TopSolid’Downloader, when launched, will securely connect you to our CDN again for downloading the digital Setup file.

• In your C:\ Download folder [or your specified file path] you will find the “TopSolid'Downloader”.

• Double click to launch this application. You may receive a security pop-up, choose yes to continue. Specify the download path where you want the Setup file to be saved, check Launch Setup at the end of the download (or do not check and come back to installation later), then Download.

Before Starting

Install TopSolid

To begin installation, locate the Setup executable file, double click or right click > Open to launch.

Feature Selection

• When the TopSolid Setup launches, go through each tab of the Setup window and choose which features to install.
• You may need to select additional features or de-select features based on your use of TopSolid, choose from one of the installation types below.
• Select the features you have purchased from the list (Design, Tooling, Cam, Wire, Sheetmetal and libraries).