Preparing for your SOLIDWORKS 2017 Upgrade

It’s that time of year again! The exciting new SOLIDWORKS version is released and ready for you to start taking advantage of all the new tools for productivity. Before you jump right into SOLIDWORKS 2017, there are a few places you should look to make sure you have backed up any important data that you may need for the next version.

  1. Toolbox – If you have made any customized changes to your SOLIDWORKS Toolbox, it will be most efficient for you to upgrade your Toolbox data folder to the new version, rather than install a new Toolbox. I recommend backing up your Toolbox Data folder before you begin your upgrade. If any problems arise during the upgrade, you have a full copy of the Toolbox to rely on. To find your current Toolbox location, go to ‘Tools, Options, System Options, Hole Wizard/ Toolbox’, and check your file location. Taking a copy of the complete folder listed (In my case, ‘C:\SOLIDWORKS Data 2016’) will ensure that you have a full backup of your Toolbox. During your SOLIDWORKS 2017 installation, you will now simply choose the ‘Upgrade installed Toolbox’ option under ‘Toolbox/ Hole Wizard Options’ to upgrade your current Toolbox folder.

In general, it is a good idea to backup other folder locations that contain customized files as well. This may include Weldment Profiles, Design Library files, Library Feature Parts, etc. Any of these files that you use on a regular basis should be backed up, then opened and saved in the next SOLIDWORKS version for best stability and performance.

  1. Templates – Again, it’s a good idea to backup this location before you start your upgrade. Check your System Options under ‘File Locations, Document Templates’ to find which locations you are using for document templates. After creating a copy of your templates folder, you can begin your SOLIDWORKS 2017 installation. Once 2017 is installed, the templates should also be upgraded to the current file version for best stability and performance. Once you have SOLIDWORKS installed, simply browse to your template locations, open the files, and save them to get them updated to the 2017 file version.

  1. Shortcuts – The Copy Settings Wizard is a great tool to use for keeping your customized shortcuts, no matter where you go. Simply click the ‘Tools’ menu inside SOLIDWORKS, and choose ‘Save/Restore Settings’ to access the Copy Settings Wizard. While saving your settings, you can choose shortcuts, menu customization, system options, and other settings. Saving everything to your settings file will allow you to get to work quickly in the new version without having to spend time on customizing the interface. To import your settings, just make sure to choose ‘Restore Settings’ in the new version of Copy Settings Wizard when you open the utility from SOLIDWORKS 2017. Be advised, if you save your ‘System Options’ to this settings file, you may need to update some of your file paths to use the new 2017 locations.

I hope these tips will serve you well during your SOLIDWORKS upgrade.

I wish you the best of luck in designing the BEST products in your field.

Brandon A.

Application Engineer