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www.hawkridgesys.com USA: 1.877.266.4469 CANADA: 1.866.587.6803 2014 Electrical Standalone Installation Guide This guide is written for SolidWorks Electrical 2014 standalone installation. Before loading any software, you should always log in with full administrative permissions and disable your anti-virus and anti-spyware programs. The installation process has a Java component, be sure your operating system has been updated with Windows Updates recently to avoid any compatibility issues with the installer. A SolidWorks standalone seat can only be activated twice. If you want to move a license to a new system, or from one machine to another, you must transfer that license back beforehand. See the license agreement if you are unsure about this policy. This is not a troubleshooting guide. If you have any technical issues with SolidWorks, please contact Hawk Ridge Systems technical support. This document is only to be distributed and used by Hawk Ridge Systems customers. Any other use is prohibited. ©2013 Hawk Ridge Systems TITLE: 2014 Electrical Standalone Installation Guide DATE: September 2013 SUBJECT: Installation guide for SolidWorks Electrical 2014 ABSTRACT: Guide on installing the SolidWorks Electrical 2014

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www.hawkridgesys.com USA: 1.877.266.4469 CANADA: 1.866.587.6803

2014 Electrical Standalone Installation Guide

This guide is written for SolidWorks Electrical 2014 standalone installation.

Before loading any software, you should always log in with full administrative permissions and disable

your anti-virus and anti-spyware programs. The installation process has a Java component, be sure your

operating system has been updated with Windows Updates recently to avoid any compatibility issues with

the installer.

A SolidWorks standalone seat can only be activated twice. If you want to move a license to a new

system, or from one machine to another, you must transfer that license back beforehand. See the

license agreement if you are unsure about this policy.

This is not a troubleshooting guide. If you have any technical issues with SolidWorks, please contact

Hawk Ridge Systems technical support.

This document is only to be distributed and used by Hawk Ridge Systems customers. Any other use is

prohibited.

©2013 Hawk Ridge Systems

TITLE: 2014 Electrical Standalone Installation Guide

DATE: September 2013

SUBJECT: Installation guide for SolidWorks Electrical 2014

ABSTRACT: Guide on installing the SolidWorks Electrical 2014

www.hawkridgesys.com USA: 1.877.266.4469 CANADA: 1.866.587.6803

Contents 2014 Electrical Standalone Installation Guide ........................................................................................ 1 Before Installation ............................................................................................................................... 3

Configuration Requirements................................................................................................................. 5

License Transfer ................................................................................................................................. 5 Online Transfer ................................................................................................................................ 5

E-mail Transfer ................................................................................................................................ 7

Basic Installation ................................................................................................................................. 9

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Before Installation

Hawk Ridge Systems highly recommends taking a moment before installing SolidWorks and checking that

you are ready to load your new software. Follow these steps to have a better experience while running

SolidWorks:

1. Check hardware compatibility.

Login to www.solidworks.com, click the Login link at the top of the page and login to the

customer portal. In the self service area, there are links to check video card compatibility as well

as minimum system requirements.

You can also see Hawk Ridge Systems’ recommended hardware by logging into

https://support.hawkridgesys.com/home and reviewing our hardware recommendations. You

can see brand name makes and models we suggest for best performance. We also have a more

comprehensive hardware guide that discusses all types of considerations for your system.

2. Check Operating System Compatibility.

Here is a checklist of compatible operating systems for this version of SolidWorks. You can find

the latest version of this under the system requirements page of www.solidworks.com after you

login.

Be sure you are on the latest version of your operating system. You will want to check for, and

install any Windows updates before installing SolidWorks.

Vista and Windows 7 Professional versions are all supported platforms. Vista and 7 Home Editions

are not supported. SolidWorks 2014 will not install on a Windows XP or Vista machine.

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3. Check hard drive for space and overhead.

In Windows Explorer, go to My Computer and check the destination drive (by default the C

drive). Right-click this drive and choose Properties to see it has the “Estimated installation size”

(7.76 GB in this case) for the full program.

Also be sure this drive has at least 15% free space. A full disk may cause out-of-memory

crashes and cannot be defragged to optimize performance.

4. Confirm community’s working version.

SolidWorks is not backwards compatible, meaning older versions cannot open files from newer

versions. Be sure workmates, customers or vendors are all on the same version (i.e. SolidWorks

2013 or SolidWorks 2014) you are loading. There is a limited exception to this starting with

2013. Files created using SolidWorks 2013 and above can be opened with the previous version

with limited functionality.

5. Back-up your data.

It is highly recommended that you archive your environment prior to performing any

upgrades. This will save a copy of all existing project, components, symbols, etc. into one

compressed ZIP file. To do so, click the ‘Archive Environment’ button within the SolidWorks

Electrical application on a client machine.

If you have a shared location containing existing SolidWorks files, it is recommended that you

make backup copies of these files.

6. Uninstall previous version of SolidWorks. It is recommended that after you have saved out all shared

data, you should fully uninstall any previous versions of SolidWorks from your machine. After fully

uninstalling SolidWorks and its add-ins, you should install the new software.

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Configuration Requirements

1. SolidWorks Electrical 2014 includes SQL Server 2012 Express in the installation; this is used to store

the program intelligence, manufacturers’ parts, library symbol descriptions, etc. Note that SolidWorks

Electrical will use ports 1433 TCP and 1434 UDP to communicate between client and server.

Please ensure that these ports are open and set to the correct type.

2. Users with a 32-bit version of Microsoft Office 2010 running the 3D add-in on the same system WILL

NOT be able to archive/unarchive projects in SolidWorks Electrical 3D. This operation will

be limited to the 2D application.

Please note also: Microsoft Office is not required to run SolidWorks Electrical Software.

SolidWorks Electrical Professional is compatible with SolidWorks 2013 and higher.

Additionally, if you do plan on installing SolidWorks Electrical 3D, you must have the same version

and service pack of SolidWorks already installed on your PC. Installing SolidWorks after installing

Electrical 3D will fail to have the add-in recognized.

License Transfer

You are allowed only two activations per standalone license; one for your business and one

for your home machine. As part of the license agreement, you may not use both

simultaneously. If you have your SolidWorks Electrical seat activated currently, please

transfer the license to deactivate before continuing the new installation. If your SolidWorks

Electrical license is tied to your main SolidWorks license (i.e. they are the same number),

please see the SolidWorks standalone install guide for this process. If this is a fresh

installation, you can skip the Transfer section.

The activation license is based on the computer hard drive and motherboard. If you are upgrading your

SolidWorks software or moving to a new computer, you will need to transfer your license back, do the

upgrade and then reactivate the license on the new hardware configuration. Do this also if reformatting

your hard drive or operating system.

If you do not have internet access, see the e-mail transfer section of this document.

Online Transfer

1. Go to Start > All Programs > SolidWorks Electrical > SolidWorks Electrical 20XX SP X.X.

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2. After SolidWorks Electrical starts, go to the Help tab and choose Transfer License.

3. If you have internet access at this computer, choose to activate Automatically over the Internet.

4. You will now connect to the SolidWorks activation site to return the license.

5. You will be informed that the license has been transferred back to SolidWorks.

6. Press the Finish button to complete. You can now go to the Basic Installation section of this

document.

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Note: SolidWorks will not run on this machine until it is re-activated.

E-mail Transfer

1. Go to Start > All Programs > SolidWorks Electrical > SolidWorks Electrical 20XX SP X.X.

2. After SolidWorks starts, go to the Help tab and choose Transfer License.

3. If you have more products than SolidWorks activated (Simulation), you will need to choose the

product to deactivate.

Note: If you have Simulation Professional or Premium or Flow Simulation, you will need to

deactivate these first, then deactivate SolidWorks.

4. If you do not have internet access at this computer, choose to activate Manually via e-mail.

5. Click the Next button to continue.

6. On the next page, press the Save button to create an activation request file.

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Warning! Once you’ve saved this file, your activation is no longer valid. Do not exit out of

the activation window until you have completed the process and read in the response e-mail

from SolidWorks or you will not be able to run SolidWorks.

7. Browse to a location on your computer to store this .TXT file and press the Save button. Copy this

text file on to a disk or removable storage device and move it to a machine with internet access.

8. Send this file as an attachment to an e-mail and send it to [email protected].

9. SolidWorks will send a return e-mail with a different text file attached. Save this text file to a disk or

removable storage space and move it to the machine awaiting activation.

10. In the activation wizard, press the Open button on the e-mail activation page.

11. Browse to the response file and press the Open button.

12. The next page will show you that your transfer is complete.

13. Press the Finish button to complete.

SolidWorks will not run on this machine until it is re-activated.

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Basic Installation

If you are installing Electrical 2014 and have a previous version of Electrical already loaded,

it is highly recommended that you uninstall your existing software before upgrading.

1. Make sure you are logged in as the administrator.

2. Disable all anti-virus and anti-spyware tools.

3. Locate your SolidWorks 2014 installation data (DVD or download) and launch the Setup application.

You should now see the Welcome screen for the SolidWorks installation. Select Individual (on this

computer) and click Next.

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4. You will see the Serial Number page where you can enter your serial number for your SolidWorks

Electrical installation. Click Next.

NOTE: You do not need to enter multiple serial numbers if your SolidWorks serial number is

the same as your SolidWorks Electrical serial number. Also, if you only plan on installing the

SolidWorks Electrical Schematic application, enter your serial number in the corresponding

field.

5. In the Summary page, you can change settings and options defined for the installation. To do so,

click Change on the right side of each option.

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6. Click Change next to Products to get to the Product Selection page. Scroll down and ensure that

SolidWorks Electrical is checked ON. Nested within this selection are individual Electrical

products:

SolidWorks Electrical Schematic is the standalone 2D application.

SolidWorks Electrical 3D is an add-in for the main SolidWorks application. Ensure that you

have SolidWorks installed before installing the Electrical 3D add-in.

Collaborative Server is used to connect to the multi-user environment.

Data will install the Electrical data used for the application (symbols, title blocks, manufacture

parts, etc.). Toggle this option OFF if you will be using a shared SQL Electrical database.

7. Click Back to Summary when finished.

8. The follow options can be edited from the Electrical Options in the Summary page of the Electrical

client installation:

Data Location is the location of the Electrical data that will contain your Electrical components,

files, projects, etc. Click Browse and point to this shared location.

Collaborative Server is the system name and port number to be used to connect in multi-user

environment. By default, this port number is 26666. It is highly recommended that these

values remain default.

SQL Server contains the server name, SQL instance name and password used to connect to the

Electrical Database which will be installed on the local machine. It is highly recommended

that these values remain default. Please select the option to Install a new instance of

SQL Server.

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9. Click Back to Summary when finished.

10. Confirm that all the information in the Summary page is correct. Click Install Now to initialize the

client installation.

11. When the installation is complete, click the Finish button.

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