Solid Edge – New Computer Migration

Solid Edge – New Computer Migration

Every now and again users get new workstations, which is great, but there is always the downside of having to install your software and add your old settings to the new device. With Solid Edge there is a unique application that lets user backup and move these preferences easily and painlessly.

Overview

The application we will be using is called the “Settings and Preferences Wizard”

Here is how it works

  • Close all Solid Edge Programs that maybe open
  • From your Windows Start Menu, navigate to the Solid Edge 2022 section, and launch the Settings and Preferences Wizard
  • There are several options available – users will want to select “Capture Settings and Preferences”
    • Click Next

Note: If issues ever arise from Solid Edge, users can use the last two options to “Factory Rest” all the Settings and Preferences and see if the issues get resolved. Then if users have gone through the “Capture Settings and Preferences” option, they can use it a backup copy and restore them to the reset environment.

  • In the next dialog box, because we are moving to a new PC, I would select all the options, that way everything will move over.
    • Also, review the top file location, this is where the settings and preference file will be saved.
      • Click Finish
  • When complete users will see this dialog box appear
    • Click OK
  • The Settings and Preferences file will be created in the place that the user defined in the previous step.
  • Copy this file over to the new PC.
  • Have Solid Edge 2022 already installed on the new PC.
    • Solid Edge should also be fully licensed, and the program opened to ensure all is processes are working
  • On the new PC, launch the “Settings and Preferences Wizard”
  • Now when in this dialog box, the user will select “Deploy Settings and Preferences”
  • Click Next
  • Here the user will:
    • Enter the location of the Settings and Preferences file
    • Check all the boxes
    • Click Finish

Note: This final step may take a couple of minutes (depends on the PC)

  • Users will see this dialog when complete
    • Click OK
  • Open Solid Edge and review and verify that all the settings and preferences are in place.

Bonus Tip

Sometimes on a new PC, the Solid Edge PathFinder will appear like this:

  • The Font will be Bold and a bit mixed with a background color
  • To get back the default appearance of the font, Open Solid Edge
  • Go to the Options section (with or w/o a file/assembly loaded into a session)
    • In my example I will have an assembly already loaded
  • In the left menu, select Helpers
  • Then in the center area under “General” the user will need select the dropdown on “PathFinder appearance”
    • Select Gradient background
  • Click OK
  • Users will notice the change immediately in the PathFinder

This concludes this guide.

Post by Sam Estrada

Hello, my name is Sam and I am an Application Engineer with expertise in Solid Edge and Teamcenter here at Swoosh Technologies. My goal is to help people utilize digital design and data management programs to create more efficient, time, and cost-saving processes for others.

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