Hello and welcome to this webcast from MySolidSolutions. Today we'll be looking at installing PDM and your speaker is Mark. So thanks Mark. Thanks for that. Hi there guys, good afternoon. So welcome to this webcast. What we're going to be looking at this afternoon is installing Web2. I'll just give you a brief overview of exactly what it is. So it's a PDM Pro product or benefit and it's basically for web access of your PDM Vault. So what it allows you to do is give access to the files and other different file types without having any software installed. OK, so something that can be browsed across an internet website and it can be used across different platforms. So iPhones, Android and so on. So what we'll have a look at is things to consider prior to installing. Also performing the installation and then post install checks. So we'll go through the different stages throughout this webcast. The first thing that we'll talk about is prereqs. So before you go through with installing Web2, I assume that you've already gone through with essentially the installation of PDM Professional. So the archive and database server or servers will already be installed. So this is an additional product which connects through to those server products. OK, but there are some hardware and there are some hardware that you would need to consider for essentially the web server and also the web client as well. So the website to browse to is listed down at the bottom. So you can browse that and then check for certain things with regards to your hardware. So you can go through with the installation of Web2. So it is done through the installation manager. So downloading the software contents and you can download the full disk contents and then move them onto the server that you need to install them to. Or you can go through with the installation manager process where you would download the installation manager from the SOLIDWORKS website. And then during that process, it will download the files which are required. Just a heads up. There are certain aspects with regards to servers which may stop you from downloading depending on how your IT have configured things. So just be aware of that, that you may struggle to download files if you're trying to do it directly on the server. So they're the two options for getting the files. They will be obviously included with your already existing PDM Pro installs anyway. So you should have the software to hand. Also, another consideration to make is having access to the passwords for the credentials of logging into the server. So obviously, you may need to get in touch with IT to be able to have access to the server. So, you may need to know the password for logging into the vault. And I'll reveal the reason for that when we come up to installing it. Okay. So, prereqs before the install of the web client or the web server, sorry. So, once you've found a server which can accept the web server or has been defined as a web server, what you would need to go through with or get your IT guys to go through with is install some prereqs. So, this is enabling something called Microsoft IIS, okay, Internet Information Services. I've gone through with the Windows Server 2012. There are some differences or different configurations for different operating system versions. So, you can check out the SOLIDWORKS PDM 2017 install guide for different configurations if that's required. But two components which need to be installed are Microsoft.net, okay, and the Microsoft Internet Information Services. Now, you can see over on the right-hand side, these are the options for Windows Server 2012. So, when you go through with installing Microsoft Internet Information Services, you will also need to include those options as well listed on the right-hand side. And that's specifically for 2012, it is different for different configurations. So, please check the install guide for that. Just for reference as well, guys, I have got the install guide on the web. And if you do need me to send that through to you, then pop me an email and I'll pop it across. But if you go to Google, just type in installation guide SOLIDWORKS PDM 2017. You should be able to find it from there, from the web. Okay, so we've got... Taking consideration for all of this being installed, okay, or it's already installed on my PC. We then need to go through with performing the installation itself. Now, what we're going to do via the webcast is go through with modifying the install. So, we've already got PDM Pro installed. So, there's no need to go through with including it during the installation process. So, let's go through with installing this. I'll modify my install and we'll include it to be accessible on my machine. So, I'm just going to go to the control panel. Programs, programs and features. And then we'll look down the list, find SOLIDWORKS PDM server. And we're going to go through a change in this type. So, let's go for next. Modify. Modify PDM Professional. And we're going to include Web2 server. Okay. Now, we've also got the client installed on the server as well. So, this is a requirement. Now, you can see from my server, I have the archive, database, and the web server all on the same machine. Now yours might be slightly different as in you may have the archive and the database split and then maybe a separate server for the web 2 product as well So what you would need to go free with is Go free with the installation manager as you would do normally Select the PDM server products and then only select the web 2 server option. Okay So let's select next I'll leave it set for the SolidWorks PDM CAD editor. That's just a license type that it's going to use Next I have got SolidWorks in this machine. So we'll just go free with that. I'll put in the credentials of the SQL database Next And then we'll go free with the install so the anything modification that I've done is included the the web 2 product in this Case And we'll just wait for that to go free And then we'll go for a finish that does ask us to do a restart in this case It is recommended that you do a reboot of the machine if you don't have The ability to do that straightaway then speak to your IT guys and they'll be able to schedule this in but it is Recommended that you reboot so we're going to restart later Let's close that down So what we're going to go to is the program called IIS so I'm going to type that in and you'll see that we've got Internet information services Okay, so this is the Microsoft product which would have been added as one of the pre-reqs We'll expand out the machine name here And you can see something called application pools and also something called sites on the left hand side Okay, just going to jump back to the PowerPoint presentation for a second And then we'll come back to that screen in this in a minute as well Okay, so we've done the the modification of the installation And like I mentioned earlier it requires a client install On the web server as well. Okay, so that needs to be included Just as a heads up for firewall exceptions Okay, so the default port used in IIS is port 80 And you will need to create some inbound rules tcp and udp To make sure that it's accessible if you have got blocks on certain ports Okay, so We're now on to the the web to set up itself within IIS server So one of the things that we'll talk about first is something called an app pool Okay, now this is automatically created during the installation process Okay, so let's have a look at that app pool. So we expanded out our machine name And there's our application pools now you can see the one that was added automatically Okay, it's this one here Now one of the first things that we need to change Is something called recycling so i'm going to click on it with a left click Go to recycling and you can see the regular time intervals is set to 1740 Now what we need to do is change this to 10 okay 10 minutes And what this is going to do is uh In inactivity of the the vault so let's say someone's logged in via the uh the web Uh inactivity it will return the license after 10 minutes Okay, so it'll log them out so if you've closed it down the license will be returned So we'll set that first to 10 And then what we need to go free with is configuring the application pool itself So what we're going to do is make sure it's selected again and then go to advanced settings Now there are a couple of things that we need to change within here and one of the biggest is this identity Okay Now the network service is the default Okay, so this is who we're running the system or the uh the web ads now We need to specify now. This is very important because a lot of problems stem With what is used in the identity? Okay, so it needs to be a high level account a domain user Okay With the um the privileges to be able to access all parts which are required for the web 2 product Okay, so your it should be able to provide you with something With regards to a domain user account your user may or the user that they give you may not have enough privileges So it is something to uh to take consideration for so It may be needing to put in the username or password Okay We also need to set the load user profile setting to true as well. So let's change this From a built-in account So I selected the little button on the right hand side next to network service And we're going to specify the custom account so we're going to go for set And i'm going to put in my domain so solid solutions And then my username And then my password And we'll put that in again to confirm it Click okay now. It will give you a warning to say if the password's not been accepted So my password has been accepted for that account when I click okay, this will come through to the identity there One of the things to make sure of is to make sure that this load user profile is also set to true Okay So that's the uh the app pool Configured as we need it to be And we'll have a look at the uh the web 2 uh config file okay Now this is located within the installation location and the default location for this web config file is Uh the c drive or the installation location int pub www root solidworks.pdm and web 2 okay So let's minimize that back to the IIS and we're going to expand out where we've got default website okay So you'll see something called solidworks.pdm Okay This is where essentially uh the install Placed the the file set for the website itself Now I can go for a right click and explore and that will bring through the c drive or the location of where this is positioned Okay Okay So what we're interested in in configuring is something called the web config file Okay So we can configure this uh and probably the easiest way of doing this is to open it up in notepad So I'm going to right click on the web config file Go for a right click And we'll open with and notepad So this should give us access to configuring some of the items within here Now the main thing that we need to set is actually uh the vault name And you can see that mine is already configured for this Okay So we've got the vault name of acme you will need to change this To your vault name okay, so whatever you've got selected within Your vault view so if I go to the c drive Okay, whatever's shown within the blueberry Is what you need to specify within here? Okay Now there are some options for being able to show multiple vaults And also some other options that can be configured To allow different aspects within web 2. So a couple of the uh Couple of some examples here. We've got allow data card edit and that's set to true The column set name That's set to explorer And also The only search latest version And I've got a date in there as well So we've got two options here. I think it's cut off slightly on my um Powerpoint but there's two options so there's the date format And also only search latest version so that's something that you can set And have something shown or not show the latest version or the different date format Okay Now there is some more information regarding the different um Configurable items within this web config file within the The Solidworks installation pdm guide okay, so that's something that you can check out as well So what we need to make sure of is that we've got that Acme name in there which is correct So we know that's configured as we need it to be So any of the other options that we can see I'm not going to change any of these we'll leave them as the defaults Now testing this to make sure that it's working we're going to do that on the server itself So i'm going to go for a right click On the website name itself. So solidworks pdm Manage application and then browse That's going to open up Chrome in my case and you can see that it brings through the login screen Okay Now the license that it's using you can see that we've got a drop down so web and viewer And then the username and the password so i'm going to put in the username of admin And then the password for me is actually blank so let's click on login Just wait for that to go through Just in the meantime we'll just move on within here so When we're accessing web 2 this is available through This website address here okay, so that's the default website address And that can be pushed around people in your organization And then they can save it to um A favorite or something to to make easy access in the future Okay It would be something that they would be able to access on their iphone as well or a different device And they'd be able to go through with saving that link as well In that case there isn't actually like an app But it would just be a website and a favorite maybe like the home button could be used for um accessing the web itself Okay Okay, so we've logged into to the vault We'll just browse through into let's say the projects folder we've got one project within here Okay, we'll go to the cad files We'll have a look what's listed within here. So if we go to head sub preview Okay So isn't actually using any software on my machine with regards to the like the e-drawings preview this is all through opengl So I wouldn't need any software on here. I could be looking at this through a mac Something similar to that. Okay, I'm just going to click on the button And you've got the the access or the options with e-drawings there Just go back just go to a different folder Got the install guide in here. We'll have a look at the preview for that one as well So you can see that we can preview different documents Different file types through that process Um just with regards to some of the settings of using the system As well probably the best location to go to is the solidworks help I just browse through into here Let's go into web to type in web 2 in the top And then we can find some additional information on the web 2 client itself Okay, so if you wanted to find out a bit more information on the user interface Then you can do via this process through the solidworks help Okay, just go through a bit more detail But we have the access to these files through this process The one thing that I would mention is that it's more of a viewing tool More than something that would be used for solidworks users. Okay It is more for viewing Okay, it does give you the option for pushing things through workflows So changing state and you can do check in and check out Okay, but it isn't really designed for CAD data essentially Okay, so that's the the web 2 install guys if there's any questions feel free to ask them. Hope you enjoyed the webcast