solidworks electrical installing

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SolidWorks ElectricalInstallation Guide

Version 1.0 - 10/10/2012

Written by: S.DaviesValidated by: E.Leafquist

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Table of contents

SolidWorks Electrical ............................................................................................................ 3Installing SolidWorks Electrical .......................................................................................... 3

1. Configuration requirements ............................................................................................ 31.1. SQL data server ......................................................................................................... 31.2. System requirements .................................................................................................. 31.2.1. SolidWorks Electrical 3D/Professional .................................................................... 3Installation instructions .......................................................................................................... 5

Fundamentals .................................................................................................................... 5Agreement/Registration ..................................................................................................... 5Installation types ................................................................................................................ 6Standalone installation ...................................................................................................... 7Client / Server installation .................................................................................................. 8Installing a new SQL Server database ............................................................................. 10Add SolidWorks Electrical databases to an SQL Server .................................................. 12Create a new SQL server instance .................................................................................. 13Add databases on an existing SQL instance.................................................................... 15Installing on workstations in "Client / Server" mode ......................................................... 16Sharing the data directory................................................................................................ 17Workstation installation .................................................................................................... 18SolidWorks Electrical maintenance mode ........................................................................ 20Install an update .............................................................................................................. 21Reinstall .......................................................................................................................... 22Remove ........................................................................................................................... 24Refresh SolidWorks Electrical data .................................................................................. 25Frequently Asked Questions ............................................................................................ 28


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SolidWorks Electrical

Installing SolidWorks Electrical

SolidWorks Electrical installation files are available on DVD-ROM or via download. Theyprovide two distinct software installations:

SolidWorks Electrical

SolidWorks Electrical 3D

This document details the installation of SolidWorks Electrical in either Standalone or

Client Server modes.

Please note that regardless of whether a Standalone or Client Server installation type has

been selected certain processes will be the same, namely if a new SQL instance is to be

installed, or if an existing SQL server has been detected. To reduce the size of the document

links have been provided to common procedures.

1. Configuration requirements

1.1. SQL data serverSolidWorks Electrical includes SQL Server 2008 Express in the installation; this is used to

store of the program intelligence, manufacturers parts, library symbol descriptions etc.

1.2. System requirementsWindows Vista, Windows 7, Windows 8 (x64 only).

Memory (minimum): 2GB of RAM, 3GB for Windows Vista.

Hard disk (minimum): 3GB free space, (for data, server or standalone) + 200MB for the

application.

Important note for Microsoft Office 2010 users: The 64 bit version of SolidWorks

Electrical is not compatible with Microsoft Office 2010 32 bit, when installed on a 64 bitmachine.

To run SolidWorks Electrical (64 bit version) with Microsoft Office 2010 you must have the

64 bit version of Microsoft Office 2010 installed.

(Please note also: Microsoft Office is not required to run SolidWorks Electrical software.)

1.2.1. SolidWorks Electrical 3D/Professional

In order to ensure that you have valid system requirements please refer to the page:

www.solidworks.com/SystemRequirements.html


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SolidWorks Electrical is compatible with SolidWorks version 2013 and higher.

SolidWorks Electrical 3D does not require SolidWorks Routing, (or Premium), to be

purchased separately unless you intend to design piping and tubing.


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Installation instructions

Fundamentals

To successfully complete the installation, it is essential that the Windows session is run withfull Administratorprivileges.

The "Standalone" installation allows the user to run the software on a single workstation. The

databases will be installed locally and are not shared. The "Client Server" installation allows

users to share data (symbols, catalogues) so that several users can work on the same

projects data set.

The client server installation must be run on the computer identified as the "Server".

When using the downloaded installation run the "Install_sw-e" file. Running the exe file will

unpack the contents and automatically launch the installation.

Note that the data should not be installed to a root directory, (C:\ for example). A unique

directory should be used to store the data, (C:\SolidWorksElectricalData for example).

Additionally the SolidWorks Electrical data should not be installed into the same

folder as the SolidWorks data.

The Setup program automatically recognizes the operating system language and will switch

the installation interface to that language. It also detects the presence of any previously

installed SolidWorks Electrical on the computer and adapts the interface accordingly.

Agreement/RegistrationOn launching the Setup program, if no existing instance of SolidWorks Electrical is located

on your system, you will be prompted to accept to the software license agreement. Check on

the Accept check box and click the "Next" button to continue.

Enter your contact information, and serial number then click the "Next" button to continue.


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Installation typesThe "Standalone" installation allows the use of the software on a single workstation. The

components necessary for the operation of the software will be installed locally on the

workstation where the installation is run.

The "Client Server" installation allows the use of the software through a company network.

The data is stored on a server, which allows several users to work simultaneously on the

same projects. Data, (libraries, projects, etc.), is installed on the server and is accessible to

all users on the network. The application is then installed on each workstation that

SolidWorks Electrical will be run on.

Select the installation mode, "Standalone" or "Client / Server".

Click the "Next" button to continue.


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Standalone installationSolidWorks Electrical requires an SQL database to store data. The Setup program will

automatically detect the presence of an existing SQL on the PC and the installation interface

will automatically adapt to provide relevant install options, if an SQL server is detected the

checkbox option will be Add SolidWorks Electrical databases to an existing SQL Server; ifno SQL server is detected the option will be SQL Server Express 2008.


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Client / Server installationThe client server installation must be run on the computer identified as the "Server". If this is

not the case, quit the Setup program and restart it on the "Server".

In "Client / Server" mode, the workstations will share the same data, (projects, symbols

libraries, catalogues). The application should be installed on all workstations from which

SolidWorks Electrical will be run.

The "Server" will contain all the program data and will host the "collaborative server", this is

necessary for the exchange of data between workstations.

Note: The workstations will only be able to access the data when the collaborative server is

running. The use of a workstation as the server is prohibited.

SolidWorks Electrical Client / Server installation mode is carried out in two steps:

The first step is to install the required databases on the server. The Setup program thenextracts the files required to perform the client installation, this folder can be shared on a

network and the install data it contains can be run on the client workstation. This has the

advantage of including all the SQL and collaborative server data applied during the server

install.

SolidWorks Electrical requires an SQL database to store data. The Setup program will

automatically detect the presence of an existing SQL server on the PC and the installation

interface will automatically adapt to provide relevant install options, if an SQL server is

detected the checkbox option will be Add SolidWorks Electrical databases to an existing

SQL Server; if no SQL server is detected the option will be SQL Server Express 2008.

Installation without installing SQL Server:

In the case that there is no access to the SQL Server, (it is located in a datacenter for

example), the installation will be carried out as follows:

1. The installation will be carried out from the server where the license server will be installed

2. Do not select the Add SolidWorks Electrical databases to an existing SQL server


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3. Once the installation is finished, execute the script shown at the end of this document on

the SQL Server.

4 Install the client as described in the section Installing on workstations in Client Server

mode


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Installing a new SQL Server databaseNo SQL Server has been detected during the installation set up process.

When installing for the first time it is essential that all the component options be checked on.

The "SolidWorks Electrical 3D" is only required if the PC has SolidWorks 2013 SP0 or higher

installed.

Click the button "Next" button to continue

SolidWorks Electrical: 2D schematic application files.

SolidWorks Electrical 3D: SolidWorks files to achieve the 3D implementation and

routing of wires and cables (optional).

SQL Server Express 2008: Installation of SQL Server 2008 Express to manage the

databases.

Data: database format SQL Server format database information containing projects,

libraries (symbols, catalogues...). SolidWorks Electrical Collaborative Server: Utility to manage opening and

updating of drawings and to manage licensing carried out in the License Manager.

PDFCreator: Utility to publish project drawings in an Acrobat (PDF) format.

Select the application installation directory.

(It is recommended that the software is installed in the default directory, automatically

displayed in the dialog box.)

Click the button "Next" button to continue.

Select the installation data directory for the symbols, libraries, catalogues...

Click on the button to change the data directory installation location.



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The SQL Server parameters dialog is shown where users can change the password used to

connect to the SQL Server database.

In the absence of connection problems, it is recommended that the default value be used.

Click the "Next" button to continue

The Collaborative Server Parameters dialog is shown; this permits entry of the necessary

values to connect to the collaborative server.

Permitted values are:

The name of the computer.

"LOCALHOST".

Address "127.0.0.1".

IP address of the computer.

In the absence of connection problems, it is strongly recommend that the default values are

retained.


The Start menu dialog will be shown, this dialog allows users to define whether access toSolidWorks Electrical will be restricted to their login only, or be available for all users.

Click the "Next" button to continue. The interface displayed is the last prior to installation of

the required files. Selecting Next will complete the installation, finally showing a SolidWorks

Electrical Setup complete dialog, pressing Finish > ends the installation. The licenses must

now be activated from the SolidWorks Electrical License Manager.


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Add SolidWorks Electrical databases to an SQL ServerThe installation has automatically detected that an SQL Server database already exists on

the computer. Users have the choice between the creation of a new SQL Server instance or

the addition of SolidWorks Electrical data to an existing SQL Server instance.

Click on the "Next" button to start copying the files.

SolidWorks Electrical 2D: 2D schematic application files.

SolidWorks Electrical 3D: SolidWorks files to achieve the 3D implementation and

routing of wires and cables (optional).

Add SolidWorks Electrical databases to an existing SQL Server: Connects to an

existing SQL server database and installs the required data.


libraries (symbols, catalogues...).

SolidWorks Electrical Collaborative Server: Utility to manage opening and

updating of drawings and to manage licensing carried out in the License Manager.

PDFCreator: Utility to publish project drawings in an Acrobat (PDF) format.

Select the application installation directory.

(It is recommended that the software is installed in the default directory, automatically

displayed in the dialog box.)

Click the button "Next" button to continue.

Select the installation data directory for the symbols, libraries, catalogues...

Click on the button to change the data directory installation location.


The Choose SQL Server Installation type dialog provides a choice between creating a new

SQL Server instanceor the addition of the SolidWorks Electrical databases to an existing

SQL Server instance.


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Create a new SQL server instanceAt the start of the installation, it is essential to check all of the listed components on.

Client installation for workstation: Installing files needed for installation of

workstations.

SQL Server Express 2008: Installation of SQL Server 2008 Express to manage the

databases.


libraries (symbols, catalogues...).

Licenses Manager: Utility to manage licence(s). SolidWorks Electrical Collaborative Server: Utility to manage opening and

updating drawing and to manage licensing carried out in the License Manager.


The Destination folder will be displayed only if the License Manager installation checkbox is

selected.

Through the interface you can define the Licenses Manager installation directory.


Select the location to install the data directory, (symbols libraries, catalogues etc.).

Note: This directory should be shared.

Click the button to change the data directory install location.


The SQL Server parameters dialog is shown where users can change the password used to

connect to the SQL Server database.

In the absence of connection problems, it is recommended that the default value be used.


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"LOCALHOST".

Address "127.0.0.1".



retained.


The Ready to install interface displayed is the last prior to installation of the required files.

Selecting Next will complete the installation, finally showing a SolidWorks Electrical Setup

complete dialog, pressing Finish > ends the installation. The clients should now run the

Client installations on the workstations that will run SolidWorks Electrical.


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Add databases on an existing SQL instanceAn SQL Server instance has been detected on the computer where the Setup was launched.

The user has chosen to ignore this and create a new SQL Server instance.

Select the option "Install another SQL Server instance for SolidWorks Electrical".

This will create a new instance named "TEWSQLEXPRESS".


The Collaborative Server Parameters dialog is shown; this permits entry of the necessaryvalues to connect to the collaborative server.



"LOCALHOST".

Address "127.0.0.1".



retained.


The Ready to install dialog is the last prior to installation of the required files. Selecting Next

will complete the installation, finally showing a SolidWorks Electrical Setup complete dialog,

pressing Finish > ends the installation. The licenses must now be activated from the

SolidWorks Electrical License Manager.


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Installing on workstations in "Client / Server" modeThe following section covers the completion of the Client/Server installation, the Setup

program extracted the files required to perform the client installation, this folder can be

shared on a network and the install data it contains can be run on the client workstation. This

has the advantage of including all the SQL and collaborative server data applied during theserver install.

The server half of the installation contains the databases for symbols libraries, projects,

and catalogues etc. if this installation has not been carried out on the network, refer to

Installing Client / Serveradditionally the collaborative server should be installed.

Before being able to use the software it is a requirement that the license(s) be enabled. This

can be done at any time through the License Manager.

The server installation automatically generates a directory containing the files necessary for

installing the client. This directory named "00installClient", and should be shared.

Users must have the Read - Write privileges to this directory.


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Sharing the data directoryIn order to share this directory and provide appropriate rights to users, access the shortcut

menu of the folder by right mouse clicking on it and select Properties, Sharing tab.

Note: these options may have a differing appearance depending on the operating system.


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Workstation installationThis installation process must be carried out on all workstations that will run SolidWorks

Electrical.

On completion of the Client/Server installation, the Install_client should be run from the

00_InstallClient folder located on the server.

Open the "SolidWorksElectricalData" directory that is shared on the server and run the

install_client.EXE

In the Product Registration dialog enter your Username and company data and select Next

to continue.

Select the components for installation and select "Next" to continue.

Select the location to install the application. It is recommended that the default directory,

automatically shown, is used. Click the "Next" button to continue.

The Server Parameters will be displayed through this interface allows users to change the

password used to connect to the SQL Server database. Click the "Next" button to continue.



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"LOCALHOST".

Address "127.0.0.1".



retained.


The Start menu dialog will be shown, this dialog allows users to define whether access to

SolidWorks Electrical will be restricted to their login only, or be available for all users.


the required files. Selecting Next will complete the installation, finally showing a SolidWorksElectrical Setup complete dialog, pressing Finish > ends the installation. The licenses must



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SolidWorks Electrical maintenance mode Standalone

Maintenance of an existing installation can be carried out via one of the following options.

Installing an update.

Reinstallation of SolidWorks Electrical components.

Remove SolidWorks Electrical.

Select the option and click the "Next" button to continue.

Install an update: Do not uninstall the existing version as all data created will be lost. The

Setup program will automatically use the settings registered during the initial installation, this

includes directory paths, SQL connection information etc.

Reinstall: This option will reinstall SolidWorks Electrical (same version or higher) by

modifying the setup parameters.

Remove: This will uninstall SolidWorks Electrical from your PC.


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Install an updateThis option is designed to update the current version with an identical or superior version of

the program. The Setup program will use the settings saved in the previous installation when

applying the updates.


This interface is the last prior to installation of the required files.

Click on the "Next" button to start copying the files.

The installation is complete; you may enable your license(s) to use SolidWorks Electrical.

After an update of SolidWorks Electrical, new data must be processed in order for it to be

integrated into the databases. The data is merged automatically when SolidWorks Electrical

is launched the first time. For a Client / Server installation, the first work station to be

launched will refresh the data on the server.


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ReinstallThis option reinstalls the SolidWorks Electrical components with an identical or superior

version. No existing component will be removed. If you want to remove a component, please

use the Removeoption.

You will be asked to enter different parameters, in the same way as running the installation

for the first time.


The components available are based on the initial installation type.

Select the components to install.




In the Destination folder dialog select the location to install the data directory of the (symbols

libraries, catalogues etc.).

Note: This directory should be shared.

Click on the button to change the data directory install location. Click the "Next"

button to continue.

The SQL Server Parameters interface allows users to change the password used to connect

to the SQL Server database. In the absence of connection problems, it is recommended that

the default value be used. Click the "Next" button to continue.





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"LOCALHOST".

Address "127.0.0.1".


In the absence of connection problems, it is strongly recommend that the default values areretained. Click the "Next" button to continue.




the required files. Selecting Next will complete the installation, finally showing a SolidWorks

Electrical Setup complete dialog, pressing Finish > ends the installation. The licenses must



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RemoveThis option will remove SolidWorks Electrical from the PC. Click the "Next" button to

continue. If the program detects an active connection to the collaborative server and the

license manager is installed you will be automatically prompted to transfer the license.

Click the SolidWorks Electrical Licenses Manager button to access the License Manager.


If the Setup program detects a connection to a database, the user will be prompted to keep

data or delete the data. Click the "Next" button to continue.

Delete data: The program deletes the data directory and launches the SQL Server

Express uninstaller.

Select the SQL Server instance that you want to uninstall and click the "Next" button.

Keep data: The installation program will not delete the directory containing the dataand the SQL Server instance is preserved.

The Ready to install dialog will be displayed, this interface is the last step prior to SolidWorks

Electrical being uninstalled. Click the "Next" button to start uninstalling.


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Refresh SolidWorks Electrical dataAfter an update of SolidWorks Electrical, new data must be processed in order for it to be

integrated into the databases. The data is merged automatically when SolidWorks Electrical

2D is launched the first time. For a Client / Server installation, the first workstation to be

launched will refresh the data on the server.

The first data update after installation of the program can take some time, higher

specification PCs will reduce the time taken.

SolidWorks Electrical maintenance mode Client / ServerMaintenance of an existing installation can be carried out via one of the following options.

Installing an update.

Reinstallation of SolidWorks Electrical components.

Removing SolidWorks Electrical.

Select the option and click the "Next" button to continue.

Install an update: Does not uninstall the existing version as all existing data would be lost.

The Setup program will automatically use the currently registered settings during the initial

installation, this includes directory paths, SQL connection information etc.

Reinstall: This option will reinstall SolidWorks Electrical, (same version, or higher), by

modifying the setup parameters.

Remove: This will uninstall SolidWorks Electrical from the PC.


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SolidWorks Electrical maintenance - WorkstationThis installation process must be carried out on all workstations that will run SolidWorks

Electrical.

On completion of the Client/Server installation, the Install_client should be run from the

00_InstallClient folder located on the server.

Open the "SolidWorksElectricalData" directory that is shared on the server and run the

install_client.EXE

In the Product Registration dialog enter your Username and company data and select Next

to continue.

Select the components for installation and select "Next" to continue.



The Server Parameters will be displayed through this interface allowing users to change the

password used to connect to the SQL Server database. Click the "Next" button to continue.



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"LOCALHOST".

Address "127.0.0.1".



retained.





the required files. Selecting Next will complete the installation, finally showing a SolidWorksElectrical Setup completion dialog, pressing Finish > ends the installation.


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Frequently Asked QuestionsI cannot install SolidWorks Electrical on an existing SQL Server database.

When installing on an existing SQL Server, the Setup program requests a login and

password, verify that you have full "Administrator" rights on the SQL Server database before

running the installation.

When the connection is established, the installation program launches a script that creates

the "TEW" user and the tables necessary for the operation of SolidWorks Electrical. The

script can be run manually if the automatic installation fails.

Script details:

-----------------------------------------

EXEC sp_addlogin 'tew', 'SQLpwd4ew'

GO

EXEC sp_addsrvrolemember 'tew', 'dbcreator'

GO

CREATE DATABASE [tew_app_data]

GO

USE [tew_app_data]

GO

EXEC sp_grantdbaccess 'tew', 'tew'

GO

EXEC sp_addrolemember 'db_owner', 'tew'

GO

CREATE TABLE [dbo].[tew_version] (

[ver_id] [INT] NOT NULL CONSTRAINT [df_tew_version_ver_id] DEFAULT (1),

[ver_appdata] [INT] NOT NULL CONSTRAINT [df_tew_version_ver_appdata] DEFAULT (0)

) ON [PRIMARY]

GO

CREATE DATABASE [tew_app_project]

GO

USE [tew_app_project]


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GO


GO


GO



[ver_projects] [INT] NOT NULL CONSTRAINT [df_tew_version_ver_projects] DEFAULT (0)

) ON [PRIMARY]

GO

CREATE DATABASE [tew_classification]

GO

USE [tew_classification]

GO


GO


GO



[ver_classification] [INT] NOT NULL CONSTRAINT [df_tew_version_ver_classification] DEFAULT (0)

) ON [PRIMARY]

GO

CREATE DATABASE [tew_catalog]

GO

USE [tew_catalog]

GO



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GO


GO



[ver_reference] [INT] NOT NULL CONSTRAINT [df_tew_version_ver_reference] DEFAULT (0)

) ON [PRIMARY]

GO

CREATE DATABASE [tew_app_macro]

GO

USE [tew_app_macro]

GO


GO


GO



[ver_projects] [INT] NOT NULL CONSTRAINT [df_tew_version_ver_projects] DEFAULT (0)

) ON [PRIMARY]

GO

------------------------------------------

I cannot connect to the collaborative server.In most cases, problems connecting to the collaborative server are due to the presence of

security management software, such as antivirus scanners or firewall software... Be sure to

open the required port and/or to allow applications.

Details of the used ports and name of applications:

For theSolidWorks Electricalapplication:

The default location for this file is:C:\Program Files\SolidWorks Electrical\bin_x64\SolidWorksElectrical.exe


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Ports used: 26666 to 26672 (plus ports necessary for internet connection)

For the collaborative server:

"Trace Software EwCollaborativeServer" must be authorized (runs as a service). The default location for this file is:C:\Program Files\SolidWorks Electrical \server\EwServer.exe

Ports used: 26666 to 26672

For SQL 2008 server Express:

The SQL 2008 server Expressapplication must be authorized. Its default location is:C:\Program Files\Microsoft SQL Server\MSSQL.1\MSSQL\Binn\sqlservr.exe

The SQL Server port must be opened. TCP 1433.

The SQL Server browser port must be opened. TCP 1434.

For more information on the SQL Server, please refer to:

http://technet.microsoft.com/en-us/library/ms143506(v=SQL.100).aspx

The Update Data process will launch automatically on starting SolidWorksElectrical.The most common problem with SolidWorks Electrical data is related to insufficient rights to

the SolidWorks Electrical data directories. The user accessing these folders should have

Read/Write privileges. The ...\SolidWorks Electrical\UPDATE folder will be automatically

deleted after the update has been completed.

solidworks electrical installing

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