Getting Started - Upgrading (DriveWorks Documentation)

Getting Started - Upgrading

This guide is intended for those upgrading a DriveWorks Pro module from an earlier version or service pack or upgrading from a lighter DriveWorks product. The upgrade scenarios covered here are as follows:

Upgrading from DriveWorksXpress or DriveWorks Solo.
Upgrading an existing DriveWorks Pro module to the latest service pack.
Upgrading an existing DriveWorks Pro module to the latest version.

Any upgrade typically follows the steps below:

Determine on which machine the DriveWorks Pro module is to be installed.
Install the DriveWorks Pro module.
Launch the installed DriveWorks Pro module and activate the license.
Start using the DriveWorks Pro module.

DriveWorks Live

Before upgrading DriveWorks Live please refer to the following topics:

For the Integration Theme - How To: Upgrade The Integration Theme.
For the Web Theme - How To: Upgrade the DriveWorks Live Web Theme for more information.

1. Determine on which machine the DriveWorks Pro module is to be installed.

Knowing this upfront will save having to return activated licenses and re-install on another machine.

The topic How To: Deploy DriveWorks Pro describes various scenarios of where each DriveWorks Pro module can be installed (including just a single Administrator module).

Pre-requisites

Before attempting to install it is advisable to check the specification of each machine meets the minimum requirements for hardware and software.

Links to Prerequisite guides:

DriveWorks Pro - Major Version Upgrade

When upgrading to the next major version of DriveWorks Pro you may wish to keep your existing version on the same machine.

The chart below lists which DriveWorks Pro modules can be installed alongside previous Major Versions of DriveWorks.

DriveWorks Pro Module/ Tool	Notes
Administrator, User, Autopilot, Live	Can be installed alongside all previous supported versions.
Data Management, Group Upscale	Can be installed alongside all previous supported versions.
Pro Server Configuration	Can be installed alongside all previous supported versions. Microsoft SQL Server Editions Please refer to the DriveWorks Pro Server Prerequisites for information on which editions of SQL Server are supported.
License Management	Can be installed alongside any previous version. However, DriveWorks License Management will only manage licenses for the current and earlier versions of DriveWorks. (Earlier version of DriveWorks License Management cannot manage later version licenses.)

Groups

When groups are opened in the latest version you will be prompted to upgrade the group.

Upgraded groups cannot be opened in earlier versions of DriveWorks.

We recommend backing up your existing group before it is opened in the new version of DriveWorks.

Information on how to make a backup of an Individual Group can be found in the article How To: Backup an Individual Group
Information on how to make a backup of a Shared Group can be found in the article How To: Backup a SQL Server Database

Projects

When a project is opened in the latest version of DriveWorks, a copy of the previous version is placed in the temporary files directory.

The temporary files directory is located at

%USERPROFILE%\AppData\Local\Temp\DriveWorks\UpgradeBackups

For example this will be:

C:\Users\MyUserName\AppData\Local\Temp\DriveWorks\UpgradeBackups

Manual Backup Or When Using Pre V14 versions

If you want to manually backup your project data or when using a version released prior to V14 a manual backup must be taken.

See How To: Move DriveWorks Data for more information.

Hide Project from non administrators

The option "Hide Project from non administrators" is re-enabled when upgrading to a newer version of DriveWorks. This option must be disabled again to allow access to non administrator users.

DriveWorks Pro Service Pack Upgrade

Please follow the instructions below before installing your new Service Pack.

Backup!

Please take a backup of all of your DriveWorks data before upgrading:

Information on how to make a backup of a Shared Group can be found in the article How To: Backup a SQL Server Database
Information on how to make a backup of an Individual Group can be found in the article How To: Backup an Individual Group
Information on how to make a backup of the DriveWorks Data can be found in the article How To: Move DriveWorks Data

Uninstall Previous Service Packs

Please uninstall the previous Service Pack of the version being upgraded before installing the new service pack.

Match Service Packs

When more than one module of DriveWorks Pro is in use the service pack number of each module must be identical. This includes DriveWorks Pro Server.

DriveWorks Solo and DriveWorks Pro

DriveWorks Solo and DriveWorks Pro can be installed on the same machine as long as their major versions and service packs match. If you are running an older version, please upgrade DriveWorks Solo before installing DriveWorks Pro.

To find the version of DriveWorks Solo you are currently running please click here (internet connection required) and follow the instructions.

Previous major versions of DriveWorks Solo cannot be installed alongside the current major version of DriveWorks Solo or DriveWorks Pro.

2. Install the DriveWorks Pro module.

All DriveWorks Pro modules are installed from a single file:

InstallDriveWorksPro-Release-VXX-SPX-XXX.exe

Where [XX], [X] and [XXX] denote the major version, service pack and build number of the release.

The installation file can be downloaded from the DriveWorks Community website.

The installation process automatically detects the system type and installs the appropriate components based on if your system is 32 or 64 bit.

For a detailed step-by-step guide to the installation process please see the article Installation.

3. Launch the installed DriveWorks Pro module and activate the license.

When installation is complete the module can be launched and licensed.

Check Your License Type!

Before launching the DriveWorks Pro module check if you have a Network* (Floating) license.

*This only applies to the DriveWorks Administrator and DriveWorks User modules.

This can be determined from the license code you have.

Where [XX] denotes the major version number of the product.

If the first three letters of the second block of characters start with FLT the license is activated on the machine hosting the DriveWorks License Manager. For more information about your license code please refer to the topic Info: Identifying Activation Codes.

Please see the topic License Management for information on installing the DriveWorks License Manager and activating a network or floating license.

The Licensing Wizard appears as soon as a module that requires licensing is launched.

Once the product license has been successfully licensed the Licensing Wizard will not appear again until the license is returned.

With the module launched and the Licensing Wizard displayed choose the License Type:

Use a product code - Select this option if you have a fixed license, there are two methods of activating a fixed license:
- Automatic Activation - Use when the machine requiring activation of the DriveWorks Pro module is connected to the internet.
- Manual Activation - Use when the machine requiring activation of the DriveWorks Pro module is not connected to the internet.

Connect to a license server if you have purchased floating licenses - Please see the topic Connecting To A Network License.

4. Connect to the DriveWorks Data.

How you connect to your existing DriveWorks Data depends on the product you were using prior to the upgrade.

From DriveWorksXpress

From DriveWorksXpress.

From DriveWorks Solo.

From DriveWorks Solo

From earlier versions of DriveWorks Pro.

From Earlier Versions of DriveWorks Pro

From earlier service packs of DriveWorks Pro.

If you have just performed a service pack upgrade, and providing your DriveWorks Data has not been moved, you will be able to open the group and use the data immediately.

If the DriveWorks Data has moved please refer to the topic How To: Move DriveWorks Data for information on how the data is reconnected.

The term Major Version refers to the product number of DriveWorks. The major version numbers that are currently supported can be found in the article Info: Supported Versions.

Each major version of DriveWorks has periodic service pack releases. This is to ensure the software stays current with all updates applied to operating systems and other applications that DriveWorks integrates with. Service packs can also include new functionality, enhancements and bug fixes.

DriveWorks Pro 22 Getting Started - Upgrading