As with any major software update you must consider the time to upgrade and plan accordingly. We would certainly not suggest upgrading the software midway through a major project or with deadlines looming. You should take care to backup any key data related to SOLIDWORKS- this includes the actual CAD files, Templates and standard documentation, shared data such as SOLIDWORKS Toolbox, and any databases associated with programs such as PDM or SOLIDWORKS Electrical.
You should also consider who you work with- i.e. suppliers and customers. SOLIDWORKS 2018 files cannot be opened in a fully editable format in older versions so this could hinder any collaborative projects you have with external parties. Also consider if you company operates over multiple sites, as you would want to schedule the upgrade to happen in a way that has the entire team updated at the same time. If you are running a floating/network license, you also need to update the Network License Manager and reactivate so that the client machines can retrieve a license. This is available via the download by running the “Server Products” option on the first screen.
The final consideration is any of the add-on products to SOLIDWORKS- i.e. PDM, PCB, Electrical etc. These products also need to be updated to be aligned with the SOLIDWORKS version and you may therefore need to back up the data and database, before installing the necessary server and client based programs. Due to this software being Server based you may need to co-ordinate the upgrade with your IT department to ensure access and access rights.
If you are using any of the SOLIDWORKS PDM products we strongly recommend logging a support call or contacting one of our technical staff to discuss your situation before upgrading any of your SOLIDWORKS products to the 2018 version. Due to some changes in the supported Operating Systems for the Server products, failure to do so could result in a prolonged upgrade process, extended downtime and in extreme cases loss of data. Whilst we cannot carry out the upgrade as part of the support contract, we can advise the steps involved and if required, ship additional Media for SQL Server 2014 where appropriate.
Please also see the FAQ below “Can I upgrade to SOLIDWORKS 2018 if I’m using one of the SW PDM products?”