PDXpert PLM Software
Install Guide
Standard PDXpert PLM client setup
Last update 2023-07-17
Applies to PDXpert PLM software release 7.0 or later, on Windows 7 or later.
The PDXpertClientSetup.exeinstallation program installs the PDXpert client, which provides a unified interface for (a) setting system options, rules, metadata collections, and other configuration details, and (b) creating and managing documents, parts, changes and file attachments.
Ensure that your workstation computer conforms to theclient system requirements.
Install all Microsoft important updates for Windows and .NET, and restart your computer.
If you intend to import or export data in Microsoft Office formats like Excel or Access, and you don't have Microsoft Office installed, you must install the Microsoft Access Database Engine 2010 Redistributable. This package can be downloaded from:www.microsoft.com/download/en/details.aspx?displaylang=en&id=13255
If encryption between server and client requires a specific protocol, see thePreparing the server computer: Operating system configurationtopic.
The PDXpert client application requires Windows administrator level permissions to install prerequisites such as the Microsoft .NET Framework. The .NET installer requires Windows administrator permissions to run. If the PDXpert installer doesn't run as expected, first installthe required .NET version, and then run the PDXpert client setup.
If you've installed the PDXpert Server on a computer, thendon't install the PDXpert client on the same machine. The PDXpert Server has already installed its own client during the system setup (more here).
To install the PDXpert client application, do one of the following:
If email notifications have been configured, then a new user automatically receives an email when you create the account. This email shows the account username and password, and has a download link for the client installer. See the help topic Creating a new user account.
On the server computer, open the PDXpert Server application.
Click the Copy Installer Link button to copy the http://machine:48084/client/setup download link to the Windows Clipboard.
Open a web browser on the client computer, and use the link to download and run the installer.
See Copy Installer Link help topic.
On the server computer, open the PDXpert Server application.
Click the Save Client Installer… button to save the client setup file (PDXpertClientSetup.exe) to the server computer Desktop or other folder.
Copy the PDXpertClientSetup.exe file to the client computer.
On the client, right-click the PDXpertClientSetup.exe icon and selectRun as administrator.
See Save Client Installer help topic.
Manually enter the download link directly in any web browser. The link ishttp://machine:48084/client/setupwhere machine is the server computer's name or IP address. For example, if the PDXpert Application Server is installed on PLMSERVER then the link ishttp://PLMSERVER:48084/client/setup
Download the PDXpert client installer from this website and save it to your client computer. On the client, right-click thePDXpertClientSetup-release.exe icon and selectRun as administrator.
When you run the PDXpert client application after installation, the Welcome to PDXpert PLMwindow is displayed. Enter the server computer's name into the log-in window. To get help logging in, press the F1key on your keyboard.
On the client computer:
Search for Add or remove programs and open; or
Search for Control Panel, and select [category] Programs ⇒Uninstall a program link, or [icon] click on the Programs and Features link.
In the Uninstall or change a program list, find the PDXpert client application. This is shown as PDXpert Network Client or, in earlier releases, as PDXpert PLM Client or PDXpert.
If you see PDXpert Server with Local Client orPDXpert PLM, then your system has the PDXpert Server installed. SeeUninstalling the PDXpert Servertopic.
Right-click to select the Uninstall menu command. Or, in older Windows, select the installed PDXpert client item, and then click on the Uninstall button at the top of the list.
For detailed information, seeSystem file locations.
The PDXpert System Setup installer installs its own local PDXpert client application on the server machine. The default location isC:\Program Files\PDXpert\PDXpert PLM\Website\bin\PDXpert.exe
On client workstations, PDXpert 8.0 and later clients are installed into the user profile at %localappdata%\PDXpert\Application, for example C:\Users\username\AppData\Local\PDXpert\Application\PDXpert.exe
PDXpert clients prior to 8.0 are installed into the machine (all users) profile.