Improving Your Administration Image Elise Moss, Senior Mechanical Engineer Moss Designs
Introduction <ul><li>Elise Moss </li></ul><ul><li>Instructor, SolidWorks  </li></ul><ul><li>Laney College, Oakland </li></...
What is an Administration Image? While a professional image at work is important it has nothing to do with an Administrati...
Improving Your Administrative Image
Plan…Plan…Plan… DON’T just sit down and say I’m going to set up my ADMIN IMAGE today – PLAN FOR IT Things to think about: ...
Line up Beta Testers <ul><li>Before you “launch” the admin image: </li></ul><ul><li>Test it on yourself </li></ul><ul><li>...
Copy Settings Wizard <ul><li>You can  Save  or  Restore  system settings for: </li></ul><ul><li>Keyboard shortcuts </li></...
BEFORE YOU USE THE COPY SETTINGS WIZARD Check your paths Get everything pointed to the correct path on  the server
Set Up the Default Templates
Do an Audit on the Templates Used <ul><li>Fonts </li></ul><ul><li>Units </li></ul><ul><li>Custom Properties </li></ul><ul>...
Set Up Where to Save Any Toolbox Parts
Verify the Keyboard Shortcut Keys file Be sure to save a back-up of the list!
Customize Menus and Toolbars Add the tools you need and delete the ones you don’t
Launch the Copy Settings Wizard Located under Start/Programs/SolidWorks <>/SolidWorks Tools
Off to see the Wizard…. SolidWorks Must be closed to  Copy Custom settings!
Save to the Server for Easy Access This is also handy to have for new installs, classrooms, and going from  one workstatio...
The Copy Settings Wizard By default, the file is placed on the local driver in the Documents and Settings path
The Option Editor <ul><li>The Option Editor allows you to automatically identify and register standalone seats with the Ad...
Accessing the Options Editor Locate the sldadminoptioneditor.exe file It is located in the sldim folder
Adding Users and Groups Use the users and groups data you have available in PDMWorks to help you create the user list
Planning done…all prep work done… Turn off any virus protection or anti-spyware software when creating the admin image.
Create the admin image on your local drive You will move the admin image to the server later…but it will be less likely to...
Gentlemen….start your engines! You will need the DVD to create the admin image. If you have 32 and 64 bit systems, you wil...
You need an Internet Connection You must be “on-line” to create an admin image so the software can check for updated files...
Start as if you are doing a regular install… Locate the sldim.exe file and double-click it. File is located under the sldi...
Select Administrative Image as the Install Type
Which serial number should I use? Load the serial number with the most products available to copy all the files you will n...
Select the Products to Install If you have licenses for other products, click here and they will be included in the instal...
Pay Attention! Write down the path where the admin image will be placed
An option for scripts is now available It is recommended to perform an uninstall prior to any major upgrade; i.e. 2008 to ...
Run a script after install as well If you have custom add-ins, you can run a script after Install to ensure that your add-...
Creating Scripts Learn about how to script or download sample free scripts: http://gscripts.net/
Important things to remember when doing the uninstall… If running Toolbox in your local machine, backup the Toolbox databa...
Uninstalling Disable any anti-virus program that may be running. This is best done by stopping it’s service(s) via the Win...
Uninstalling Remove the SolidWorks installation directories: <C:Program FilesSolidWorks>, <C:Program FilesDWGeditor> (if e...
Uninstalling CRITICAL STEP: Remove the Windows Registry keys that remain after uninstalling all products. a. From the Wind...
Uninstalling Reboot your system. CRITICAL STEP: Log in with administrative rights and ensure the anti-virus services are s...
So, do ya wanna do this or that? Locate and set the file you created with the Copy Settings Wizard It is preferable to do ...
More options… If you place your hardware on the server, make sure users have share access
Improving Your Admin Image If you have the DVD, you do not need to download…it is faster if you use the DVD. Select  Downl...
Improving Your Download Image Click this link!
The Download Takes about 15-90 minutes
Locate the StartSWInstall.hta file Look for the file in the SolidWorks Admin folder
Using an HTML to install Open “StartSWInstall.HTML” located under the admin image directory folder by double clicking on t...
Launching the install When you double click the StartSWInstall.hta file, this window will appear
Getting it ready on the server <ul><li>Create an admin image for each type of installation – </li></ul><ul><li>32 </li></u...
The easiest way to set up links are in Word Paste in your company’s logo Type in a line for each installation
Adding Hyperlinks Highlight the entire line Right click Select Hyperlink
Setting up the Hyperlink Select Existing File or Web Page Check the text to be displayed to make sure it makes sense Check...
Advantages of using Word It can be emailed to remote users It can be easily created Doesn’t require special software Doesn...
Quick Review <ul><li>Set up templates, file paths, menus, shortcut keys, etc. </li></ul><ul><li>Set up hardware and design...
Questions? Elise Moss [email_address]
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Improving Your Admin Image

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This is one of the presentations made at SWW 2009. It outlines best practices for creating an admin image. Admin Images are used to install SolidWorks across a network of users. This is useful for IT and CAD Managers.

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Improving Your Admin Image

  1. 1. Improving Your Administration Image Elise Moss, Senior Mechanical Engineer Moss Designs
  2. 2. Introduction <ul><li>Elise Moss </li></ul><ul><li>Instructor, SolidWorks </li></ul><ul><li>Laney College, Oakland </li></ul><ul><li>Author, Schroff Development Corp. & CADzette </li></ul><ul><li>Mechanical Engineer </li></ul><ul><li>Consultant </li></ul><ul><li>SolidWorks User since 1998 </li></ul>
  3. 3. What is an Administration Image? While a professional image at work is important it has nothing to do with an Administration Image
  4. 4. Improving Your Administrative Image
  5. 5. Plan…Plan…Plan… DON’T just sit down and say I’m going to set up my ADMIN IMAGE today – PLAN FOR IT Things to think about: Where will it be placed on the server? What users will have access to it? What different operating systems exist? What system options do you need to maintain? templates/toolbox/material libraries/design libraries Figure it may take you DAYS not hours to get everything set up properly
  6. 6. Line up Beta Testers <ul><li>Before you “launch” the admin image: </li></ul><ul><li>Test it on yourself </li></ul><ul><li>2. Test it on a sample set of users </li></ul>
  7. 7. Copy Settings Wizard <ul><li>You can Save or Restore system settings for: </li></ul><ul><li>Keyboard shortcuts </li></ul><ul><li>Menu customization </li></ul><ul><li>System options </li></ul><ul><li>Toolbar layout ( All toolbars or Macro toolbar only ) </li></ul>
  8. 8. BEFORE YOU USE THE COPY SETTINGS WIZARD Check your paths Get everything pointed to the correct path on the server
  9. 9. Set Up the Default Templates
  10. 10. Do an Audit on the Templates Used <ul><li>Fonts </li></ul><ul><li>Units </li></ul><ul><li>Custom Properties </li></ul><ul><li>Tables </li></ul><ul><li>Notes </li></ul><ul><li>Materials </li></ul>
  11. 11. Set Up Where to Save Any Toolbox Parts
  12. 12. Verify the Keyboard Shortcut Keys file Be sure to save a back-up of the list!
  13. 13. Customize Menus and Toolbars Add the tools you need and delete the ones you don’t
  14. 14. Launch the Copy Settings Wizard Located under Start/Programs/SolidWorks <>/SolidWorks Tools
  15. 15. Off to see the Wizard…. SolidWorks Must be closed to Copy Custom settings!
  16. 16. Save to the Server for Easy Access This is also handy to have for new installs, classrooms, and going from one workstation to another. Don’t forget to write down where you saved it!
  17. 17. The Copy Settings Wizard By default, the file is placed on the local driver in the Documents and Settings path
  18. 18. The Option Editor <ul><li>The Option Editor allows you to automatically identify and register standalone seats with the Admin Image </li></ul><ul><li>You will need: </li></ul><ul><li>User Name </li></ul><ul><li>Software </li></ul><ul><li>Serial number </li></ul><ul><li>Create an Excel spreadsheet to help you keep track of this data. </li></ul>
  19. 19. Accessing the Options Editor Locate the sldadminoptioneditor.exe file It is located in the sldim folder
  20. 20. Adding Users and Groups Use the users and groups data you have available in PDMWorks to help you create the user list
  21. 21. Planning done…all prep work done… Turn off any virus protection or anti-spyware software when creating the admin image.
  22. 22. Create the admin image on your local drive You will move the admin image to the server later…but it will be less likely to be corrupted if you create it on your local drive. Verify that the server location is set to be shared and is visible to the users
  23. 23. Gentlemen….start your engines! You will need the DVD to create the admin image. If you have 32 and 64 bit systems, you will need to create a separate admin image for each system-type. Copy the DVD to the server or create a virtual drive and place the DVD files there for easy access.
  24. 24. You need an Internet Connection You must be “on-line” to create an admin image so the software can check for updated files and valid license keys.
  25. 25. Start as if you are doing a regular install… Locate the sldim.exe file and double-click it. File is located under the sldim folder on the DVD.
  26. 26. Select Administrative Image as the Install Type
  27. 27. Which serial number should I use? Load the serial number with the most products available to copy all the files you will need.
  28. 28. Select the Products to Install If you have licenses for other products, click here and they will be included in the install image
  29. 29. Pay Attention! Write down the path where the admin image will be placed
  30. 30. An option for scripts is now available It is recommended to perform an uninstall prior to any major upgrade; i.e. 2008 to 2009 So, create a script that will uninstall SW for the user and scrub the registry and set it to run prior to installation
  31. 31. Run a script after install as well If you have custom add-ins, you can run a script after Install to ensure that your add-ins are loaded
  32. 32. Creating Scripts Learn about how to script or download sample free scripts: http://gscripts.net/
  33. 33. Important things to remember when doing the uninstall… If running Toolbox in your local machine, backup the Toolbox database. The default locations are: <C:Program FilesCommon FilesSolidWorks Data> for 2007 <C:SolidWorks Data> for 2008 Obtain administrative rights to the computer. Consult with IT department if needed.
  34. 34. Uninstalling Disable any anti-virus program that may be running. This is best done by stopping it’s service(s) via the Windows Services. The services can be accessed quickly by START, Run and type ‘ services.msc’. Locate the services associated with the scanner and stop them. VI. Use the Add/Remove programs in the Windows Control Panel and, a. Remove secondary products first (ie. eDrawings, PDM/Works, DWGEditor, etc.) b. Remove older versions of SolidWorks (if applicable) c. Remove current version of SolidWorks Use Control Panel to uninstall SW and any related programs.
  35. 35. Uninstalling Remove the SolidWorks installation directories: <C:Program FilesSolidWorks>, <C:Program FilesDWGeditor> (if exists)
  36. 36. Uninstalling CRITICAL STEP: Remove the Windows Registry keys that remain after uninstalling all products. a. From the Windows Start menu, select Run and type ‘regedit’ b. In the Registry Editor, delete the keys below. Some keys may not be present on your system. Under HKEY_CURRENT_USERSoftware - SolidWorks - eDrawings - SRAC - Moldflow Under HKEY_LOCAL_MACHINESoftware - SolidWorks Corporation - SRAC - eDrawings - SolidWorks
  37. 37. Uninstalling Reboot your system. CRITICAL STEP: Log in with administrative rights and ensure the anti-virus services are stopped again (they would have restarted with the system reboot).
  38. 38. So, do ya wanna do this or that? Locate and set the file you created with the Copy Settings Wizard It is preferable to do a new release install for any major releases
  39. 39. More options… If you place your hardware on the server, make sure users have share access
  40. 40. Improving Your Admin Image If you have the DVD, you do not need to download…it is faster if you use the DVD. Select Download if you are creating an Admin Image for a service pack or upgrade as the files won’t be on the DVD
  41. 41. Improving Your Download Image Click this link!
  42. 42. The Download Takes about 15-90 minutes
  43. 43. Locate the StartSWInstall.hta file Look for the file in the SolidWorks Admin folder
  44. 44. Using an HTML to install Open “StartSWInstall.HTML” located under the admin image directory folder by double clicking on the file. This opens the file in internet explorer.
  45. 45. Launching the install When you double click the StartSWInstall.hta file, this window will appear
  46. 46. Getting it ready on the server <ul><li>Create an admin image for each type of installation – </li></ul><ul><li>32 </li></ul><ul><li>64 </li></ul><ul><li>Service Pack </li></ul><ul><li>Major release </li></ul><ul><li>Copy each admin image file set to the server </li></ul><ul><li>Maintain the path structure! </li></ul>
  47. 47. The easiest way to set up links are in Word Paste in your company’s logo Type in a line for each installation
  48. 48. Adding Hyperlinks Highlight the entire line Right click Select Hyperlink
  49. 49. Setting up the Hyperlink Select Existing File or Web Page Check the text to be displayed to make sure it makes sense Check the address to make sure it points to the file located on the server
  50. 50. Advantages of using Word It can be emailed to remote users It can be easily created Doesn’t require special software Doesn’t require special training Easily edited and updated Easy to upload to intranet
  51. 51. Quick Review <ul><li>Set up templates, file paths, menus, shortcut keys, etc. </li></ul><ul><li>Set up hardware and design libraries. </li></ul><ul><li>Copy the custom settings using Copy Settings Wizard. </li></ul><ul><li>Create a script for uninstall and script for after install to load add-ins. </li></ul><ul><li>Use Option Editor to set up users so they can automatically be registered and access PDMWorks. </li></ul><ul><li>Create the admin images for each install type. </li></ul><ul><li>Create a document with links to the SWInstall files. </li></ul><ul><li>Load the document onto the intranet for easy user access. </li></ul><ul><li>Test on beta users. </li></ul><ul><li>Email document to users for easy upgrade. </li></ul>
  52. 52. Questions? Elise Moss [email_address]

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