Installation Guide. Installation Guide Edgecam 2014 R2 Page 1 of 34

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1 Installation Guide This document contains information to help you install and start Edgecam. You will find information about system requirements, product installation and troubleshooting. To run Edgecam, you need to license your software. For information on licensing your product, please refer to the Licensing Guide. Before installing we recommend you ensure your computer meets the hardware and software requirements of Edgecam. On Windows Vista/Windows 7/Windows 8, with legacy (NetHASP or NetSentinel) security keys you need to use the latest HASP or Sentinel key driver, as appropriate. See Installing the HASP Driver and Installing the Sentinel Driver. For further information about legacy hardware keys, please refer to the Legacy Licensing Guide. To install the Edgecam software you must be logged on with Administrator rights. If you still experience user rights related problems, please check your 'Group Policy' settings with your system administrator. The installer should start automatically when you insert the Edgecam DVD. (If the installation menu is not displayed automatically, open Explorer and go to the Edgecam installation DVD. Double-click starthere.hta to display the menu.) Installation Guide Edgecam 2014 R2 Page 1 of 34

2 Contents System Requirements for Edgecam and Part Modeler... 4 Edgecam and 64-bit Operating Systems... 7 Supported CAD Systems and Interfaces... 8 Installing Edgecam Typical or Custom Installation? Copying Existing Data into a New Installation Installing Other Applications Live Job Reports Part Modeler Edgecam CAD Links Adveon Tool Library Setting up the Sentinel RMS License Server ToolStore on a Server Installing Edgecam without SQL Express Autodesk Inventor View Installing the HASP and Sentinel Driver (NetHASP Legacy Licensing) Edgecam Educational Systems The Homework License Different Edgecam Types and Features Evaluating Edgecam Functionality Modifying the Installation Uninstalling the Software Licensing your Edgecam Installation Edgecam License Types and Expiry Dates Running Edgecam Setting Up Communications Using Edgecam in Homework Mode About the Client License Server Restoring Factory Settings Advanced Installation Options Frequently Asked Questions Troubleshooting CLS No Security Key Found Removing the Network Security Key Installation Guide Edgecam 2014 R2 Page 2 of 34

3 Detecting and Selecting Network Keys ToolStore Administrator Error During Installation My PC cannot Access the Planit Server for License and Software Updates License Manager Does Not List Network License Server Installing Edgecam Installation Guide Edgecam 2014 R2 Page 3 of 34

4 System Requirements for Edgecam and Part Modeler Supported Operating Systems We recommend you install the latest service packs for the supported operating systems. Microsoft Windows Vista Business (SP2 required) Microsoft Windows Vista Enterprise (SP2 required) Microsoft Windows Vista Ultimate (SP2 required) Microsoft Windows 7 Professional (SP1 required) Microsoft Windows 7 Enterprise (SP1 required) Microsoft Windows 7 Ultimate (SP1 required) Microsoft Windows 8 Professional Microsoft Windows 8 Enterprise When installing on Windows Vista or Windows 7: We recommend that you update to the latest security key drivers (if a security key is fitted). You may experience problems with the driver supplied by your graphics card manufacturer - check for the latest driver updates on the web site for your card. Notes Edgecam will install and run on 64-bit versions of these operating systems, where applicable (note however that Edgecam is a 32-bit application). Edgecam and Part Modeler will install and run on the 'home' editions of these operating systems. However this is not recommended and we cannot guarantee to fix any Edgecam or Part Modeler issues specifically related to these operating systems. The Sentinel RMS license server runs as a system service on Windows XP, Vista, Server 2003 (32-bit and 64- bit), Server 2008 (32-bit and 64-bit), Server 2008 R2 (64-bit) and Windows 7. Sentinel RMS network licenses can be installed on virtual servers provided that they are locked to a Safenet Computer ID USB key. Standalone (single seat) Sentinel RMS licenses cannot be locked against the new keys for use on a virtual server. The Edgecam DVD offers the option to Install ToolStore Server. This can be any machine with an operating system and SP after Windows XP SP3 and Windows Server 2003 up to and including Windows Server 2012 R2. It is not recommended to have multiple Edgecam versions installed on the same computer when the user has limited rights or UAC is ON as this may potentially cause problems with Simulator. Simulator self-registers when being run, requiring administrator rights. This should not be necessary once Edgecam has been installed on a PC as the Edgecam installer also registers Simulator. This means a user with limited rights can run Simulator without the need for self-registration. Installation Guide Edgecam 2014 R2 Page 4 of 34

5 However, on a multi-user environment with multiple Edgecam versions, this may cause problems. For example, if Edgecam 2010 R2 is installed as last software, the 2010 R2 Simulator will be registered. If a limited user then tries to run version 2010 R1 and Simulator on that machine, Simulator will attempt to be self-register. With UAC ON, this would require an administrator to enter the password before Simulator can be run. Domain Controllers are not supported for ToolStore Server and Edgecam due to SQL limitations. Windows XP is no longer supported by Edgecam. This release can be installed on Windows XP although a Warning Message will be displayed and installation will only proceed if a previous installation of Edgecam is installed on the PC. Windows 8 RT is not supported by Edgecam. Minimum Specifications 32 or 64-bit Intel Pentium 4 processor (2 GHz or faster), Intel Xeon, Intel Core, AMD Athlon 64, AMD Opteron, AMD Phemnom or later, in single, dual or quad core versions 2 GB for Windows Vista/Windows 7 and 4GB for 64-bit operating systems To make the most of background processing and multi-threading, we recommend a 64-bit operating system and 2GB RAM for each processor as a minimum. 10 GB free disk space for the Edgecam installation Graphics card OpenGL compliant Minimum 128 MB memory for wireframe systems Minimum 256 MB memory for solid model systems 32-bit colour depth We recommend nvidia and AMD (ATI) Workstation graphics cards and that the latest WHQL certified driver for the card is installed: nvidia Quadro nvidia GeForce AMD FirePro AMD Mobility FirePro AMD FireGL AMD Mobility FireGL AMD Radeon HD Intel HD Graphics 4400 (Microsoft Surface Pro 2) For the latest information on recommended graphics cards please refer to the Support page of the Edgecam web site 17" Colour monitor (1280 x 1024 screen resolution) Installation Guide Edgecam 2014 R2 Page 5 of 34

6 Mouse including wheel (Intellimouse) SpaceMouse/SpaceBall (optional) Network card Internet Explorer 8 or above Internet connection for license activation/updates USB port for the Edgecam security key (unless using keyless licensing) The Edgecam installer will install the following items if they are not already present on your system: Windows Installer see note below.net Framework version 3.5 SP1 (includes.net Framework version 2.0).NET Framework version 4 Microsoft SQL Server Express 2008 R2 SP1 (for Edgecam ToolStore) Microsoft Visual C Redistributable Setup Microsoft Visual C Redistributable Setup Microsoft Visual C Redistributable Setup Note: If Windows Installer 4.5 is not already installed on the PC you will need to select the appropriate installer from the \Edgecam folder on the DVD. For Windows Vista 32-bit run: Windows Installer 4.5 (Vista_x86).msu For Windows Vista 64-bit run: Windows Installer 4.5 (Vista_x64).msu Windows Installer 4.5 is included in the Windows 7 operating system by default. The ToolStore Server installer will install the following items if they are not already present on your system: Windows Installer 4.5.NET Framework version 3.5 SP1 (includes.net Framework version 2.0).NET Framework version 4 Microsoft Visual C Redistributable Setup Microsoft Visual C Redistributable Setup Microsoft Visual C Redistributable Setup The Live Job Reports Server does not support Windows XP or Windows Server 2003; only Vista / 7 / 8 and Server 2008 up to 2012 R2 are supported. The Live Job Reports client requires one of the following web browsers: Internet Explorer 10, Google Chrome 28, Firefox 22 or above. Installation Guide Edgecam 2014 R2 Page 6 of 34

7 Edgecam and 64-bit Operating Systems Is there a 64-bit version of Edgecam? The main Edgecam program is a 32-bit application. However, the toolpath generation program has been updated to support both 32-bit and 64-bit (see below). Can I install Edgecam on a 64-bit operating system? Yes. Edgecam will install and run on 64-bit versions of supported operating systems. What are the advantages of running Edgecam on a 64-bit operating system? Edgecam's toolpath generation program can run as a native 64-bit application on 64-bit operating systems. This allows Edgecam to take advantage of the increased memory available on the 64-bit operating system. The improved efficiency of the memory handling can lead to improved toolpath calculation times of up to 50% saving and larger toolpaths can be generated. Please note that the 5-axis cycle is still 32-bit. Does Edgecam support 64-bit CAD systems? Edgecam CAD links support 64-bit versions of the following CAD systems: Autodesk Inventor SOLIDWORKS Solid Edge Edgecam continues to support 32-bit versions of these CAD systems. When installing CAD links, choose the 32-bit or 64-bit CAD link installer, as appropriate for your operating and CAD system. Please refer to the next page for a list of supported CAD systems and versions. Are there any disadvantages to 64-bit operating systems? A 64-bit operating system is generally used by engineering and scientific applications that need the ability to address a large amount of memory. As this operating system is less commonly used than the 32-bit version there may be issues with the availability of device drivers for some products. Check that any devices you use do have 64- bit drivers available. Installation Guide Edgecam 2014 R2 Page 7 of 34

8 What is the main difference between 32-bit and 64-bit operating systems? The main differences between the 32-bit and the 64-bit versions of Windows operating systems relate to memory accessibility, memory management, and enhanced security features. The security features that are available in the 64-bit versions include the following: Kernel Patch Protection Support for hardware-backed Data Execution Protection (DEP) Mandatory driver signing Removal of support for 32-bit drivers Removal of the 16-bit sub-system One of the greatest advantages of using a 64-bit Windows operating system is the ability to access physical memory (RAM) that is above the 4-gigabyte (GB) range. This physical memory is not addressable by 32-bit versions. Depending on the version of Windows installed, a 64-bit version of the operating system supports from 1 GB of RAM to more than 128 GB of RAM. The ability to address more physical memory lets Windows minimize the time that is required to swap processes in and out of physical memory. Therefore, Windows can manage processes more efficiently. This memory management feature helps improve the overall performance of the operating system. Supported CAD Systems and Interfaces CAD Systems Edgecam 2014 R2 can load data from the following CAD systems (subject to the appropriate license). When installing CAD links (where supported) choose the 32-bit or 64-bit CAD link installer, as appropriate for your operating system/cad product. Uninstall any previous versions first. Part Modeler - up to and including Edgecam 2014 R2 (with CAD link support). Autodesk Inventor 2013, 2014 and 2015 (see below) - there is CAD link support for the 32-bit and 64-bit versions. SOLIDWORKS 2013 and there is CAD link support for the 32-bit and 64-bit versions. Solid Edge ST5 and ST6 - there is CAD link support for the 32-bit and 64-bit versions. Edgecam and CAD links support synchronous and ordered part files and assemblies. Creo TM Parametric 2.0 (previous names Creo Elements/Pro, Pro/ENGINEER, Wildfire). CATIA V5 (solids only) up to and including R23. UGS NX up to and including NX9. SpaceClaim 2012, and 2014 (with CAD link support for (32-bit and 64-bit versions)). KOMPAS-3D (KOMPAS-3D software must be installed on your computer). VISI CAD version 20. Installation Guide Edgecam 2014 R2 Page 8 of 34

9 CAD Interfaces Edgecam 2014 R2 supports the following CAD interchange formats: ACIS up to and including R24 (Solid Machinist license) Parasolid (Solid Machinist license) GRANITE One V8.0 (Solid Machinist license) DXF (up to and including AutoCAD 2013) DWG (up to and including AutoCAD 2013) IGES (versions later than IGES 3.0 and up to and including IGES 5.3) CATIA V4 (wireframe and surface entities only, not solids) STL VDA-FS 2 STEP (AP203 and AP214) Solid Machinist for Autodesk Inventor You can use the free Inventor View application from Autodesk to open the latest Autodesk Inventor files into Edgecam, on machines that do not have a full Autodesk Inventor installation. You can download Inventor View from the Autodesk website. We recommend you keep up to date with the latest service packs, also on this page. To ensure that Inventor models from the latest release can be loaded into Edgecam, we recommend you use the latest Inventor View version. (You also require the Solid Machinist for Inventor license to load Inventor models into Edgecam.) Edgecam Vault Interface You can use the Vault Interface in Edgecam to manage your data within Autodesk Vault Note that this functionality is supported for Autodesk Vault 2013 and above. The Vault functionality implemented for Edgecam is available in all versions of Autodesk Vault 2013 (Vault Basic, Vault Workgroup, Vault Collaboration and Vault Professional). Installation requirements The Edgecam PC must have the Autodesk Vault Client software installed on it. Note that one of the prerequisites for the installation of the vault client is a qualifying Autodesk CAD product i.e. Autodesk Inventor. Autodesk Inventor View and Autodesk Inventor LT are not qualifying CAD products. Installation Guide Edgecam 2014 R2 Page 9 of 34

10 Installing Edgecam To install Edgecam 1. Make sure your PC meets the hardware and software requirements. 2. Log on with Administrator rights. (If you still experience user rights related problems, please check your 'Group Policy' settings with your system administrator.) 3. Make sure that the SQL server installation folder will not have NTFS compression applied. This can happen, for example, if you have NTFS compression applied to 'C:\Program Files' (all created subfolders will inherit the compression). SQL databases are used by the ToolStore module. 4. Insert the Edgecam DVD. The installer should start automatically. (If the installation menu is not displayed automatically, open Explorer and go to the Edgecam installation DVD. Double-click starthere.hta to display the menu.) 5. Follow the on-screen instructions. As the installation proceeds, you can choose between a typical or custom installation. (A Typical installation installs Edgecam with the most common options and is recommended for most users. A Custom installation allows advanced users to choose which modules to install.) 6. At the end of the installation we recommend you follow the prompt to 'restart' the computer, if this appears. 7. If you are running Edgecam on Windows Vista\Windows 7\Windows 8 and are using a legacy (HASP or NetSentinel) security key, update to the latest security key driver for HASP or Sentinel. 8. After an Edgecam installation, ensure any firewalls you have in place will not block the operation of ToolStore Administrator. Click Windows' Start menu All Programs Microsoft SQL Server 2008 R2 Configuration Tools SQL Server Configuration Manager. In the Configuration Manager dialog that opens click on '+' to expand the entry SQL Server Network Configuration (32 bit) (if necessary), then click the contained entry Protocols for ECSQLEXPRESS to select it. In the Protocol Name list to the right, double-click on TCP/IP and in the TCP/IP Properties dialog switch to the IP Addresses tab. If necessary click the '+' to expand IPAll, which contains a TCP Dynamic Ports box - delete the entry in this box. Then into the TCP Port box underneath, type Click OK to confirm and close the dialog. Close the Configuration Manager dialog. Now unblock the port - here is the procedure for Windows Firewall: From the Control Panel open Windows Firewall, and in its window switch to the Exceptions tab. Click the Add Port button. In the dialog that opens enter a name of Edgecam ToolStore and in the Port Number box enter Make sure TCP is checked and click OK to close the dialog. Installation Guide Edgecam 2014 R2 Page 10 of 34

11 Still in the Exceptions tab, click the Add Program button. In the dialog that opens, click the Browse button and use the browser dialog to select C:\Program Files\Microsoft SQL Server\90\Shared\sqlbrowser.exe (or substitute the path if non-standard). Click OK to close the dialogs back to the Exceptions tab. In the Programs list, check you have the entry sqlbrowser.exe, then click OK to confirm and close the Firewall Configuration dialog. Restart the machine. 9. To run Edgecam, you now need to license your software. The Edgecam DVD also allows you to install the following additional applications: Live Job Reports Part Modeler Edgecam CAD Links Adveon Tool Library Sentinel RMS License Server ToolStore Server Typical or Custom Installation? When installing Edgecam you are offered these installation options: Typical Custom Installs Edgecam with the most common options. Choose which Edgecam modules you want to install by checking the appropriate checkbox for the module. Recommended for most users. Recommended for advanced users who want to install specific options only (i.e. just installing Edgecam Communications). Note: Code Wizard and Code Generator can be installed without Edgecam. Installation Guide Edgecam 2014 R2 Page 11 of 34

12 Copying Existing Data into a New Installation When you install the latest version of Edgecam you may need to copy existing data from older installations into the new installation. Edgecam offers a file migration tool that takes you through the process of copying your existing files to the new locations. This can be used to migrate data files from Edgecam 2009 R1 onwards to Edgecam 2014 R2. To run the application, click the File Migration Tool button in Utilities. Installing Other Applications Live Job Reports Part Modeler Edgecam CAD Links Adveon Tool Library Sentinel RMS License Server ToolStore Server Installing Edgecam without SQL Express Autodesk Inventor View Live Job Reports This option can be used to install Live Job Reports on machines that you do not want to install Edgecam on. Note that Live Job Reports is automatically installed as part of the Edgecam installation. Installation Guide Edgecam 2014 R2 Page 12 of 34

13 Part Modeler The Edgecam DVD offers the option to Install Part Modeler. (The Edgecam installer should start automatically when you insert the DVD. If the installation menu is not displayed, open Explorer and go to the Edgecam installation DVD. Double-click starthere.hta to display the menu.) To install Part Modeler, you must be logged on with Administrator rights. Note that you can run Part Modeler without Administrator rights. Part Modeler is a procedural solids modelling program, providing: Easy-to-use and cost-effective solid modelling for parts and assemblies. Support for manufacturing-specific tasks such as mould design. Seamless integration with Edgecam Solid Machinist. Loading of open files directly into Edgecam using the Launch Edgecam icon. Note that multiple installations (different versions) of Part Modeler can be installed on the same PC. Notes on Installing Edgecam and Part Modeler Before installing, you check the recommended hardware and operating systems. Part Modeler will be installed silently from the Edgecam installer, if that version of Part Modeler is not already installed. To run Part Modeler requires the appropriate licence (Edgecam Part Modeler, Solid CAD/CAM, Solid Machinist for Education or Reseller Software). Edgecam CAD Links The Install Edgecam CAD Links option on the Edgecam DVD installs a Launch Edgecam button in solid modelling packages. Clicking this button saves the CAD model, then loads the saved model into Edgecam. (Beware of inadvertently saving changes you did not want to keep - there is no save prompt for models that have already been saved.) This is an alternative to performing a standard File Save (in the CAD package) and File Open (in Edgecam). The Edgecam Link button can transfer more data from the model to Edgecam, such as hole threading data and CPL data. (This information is transferred via a separate XML file, and does not load into Edgecam from the saved model file.) You can install CAD links in these packages: SOLIDWORKS Autodesk Inventor Solid Edge Part Modeler (always has the link - no installation needed). Installation Guide Edgecam 2014 R2 Page 13 of 34

14 You are given the option to install a 32-bit or 64-bit version of CAD links. Choose the 32-bit or the 64-bit installer to match your operating system and CAD product. (If necessary, you can manually start the CAD links installation by running the setup.exe program in the relevant \CADLinks folder of the DVD.) Adveon Tool Library This option installs the Adveon Tool Library. Adveon requires license codes to be added to your Edgecam license Prior to running Adveon, you will require the appropriate license codes to be added to your Edgecam licence file. The First year is free of charge for all users who have a current maintenance contract; the second year and beyond will be subject to a yearly subscription fee. Adveon Installation 1. Before installing Adveon, you should uninstall any previous beta versions of Adveon you may already have installed. 2. Uninstall the previous version of Adveon (Control Panel > Programs and Features > Uninstall a program). Adveon can take about 20 minutes to uninstall. This removes the previous version of Adveon and all previous data. 3. Prior to installing Adveon, it is recommended that you start Edgecam once after installing a new version. If necessary, change your active ToolStore and support folder to the required location using Edgecam Toolstore Administrator. Adveon will connect to these during the installation. 4. To install Adveon, select the Adveon Tool Library option from the main Edgecam installation screen. This will install Adveon but without any data. Alternatively, run Adveon.exe from the Adveon folder location on the installation DVD. 5. The Adveon Installation wizard guides you through the installation process. For more information, see Adveon Installation Guide - V1.0 in the Adveon directory of the Edgecam installation DVD. 6. When prompted, select Standard installation and accept the defaults until the Adveon service configuration screen is displayed and then select Use local system account. 7. On completion of Adveon installation, the Adveon software will be installed but no data will be present. Now you will need to connect to the on-line Sandvik catalogue to obtain this data. Adveon Start up Click the Adveon icon which is located on the tooling panel of the Edgecam launcher or click the Adveon desktop icon. Connecting to the Sandvik online catalogue data You need to connect and synchronise with the Sandvik on-line catalogue - this will download the tooling data you need to start building your tool assemblies. Note: Synchronisation of the full Sandvik catalogue can take several hours to complete. Installation Guide Edgecam 2014 R2 Page 14 of 34

15 Configuring Adveon to work with Edgecam In order to successfully transfer your tooling assemblies from Adveon to Edgecam, you need to ensure that Adveon is correctly set up: 1. In Edgecam the active ToolStore and support folder is set in ToolStore administrator. 2. In order for Adveon to pass tool assemblies to the active ToolStore and write the tooling graphics files to the ToolStore support folder, you need to ensure that these are correctly set in the Adveon configuration files. The active ToolStore support folder is set in Adveon.Edgecam.Bridge.Application.exe.config which can be located in C:\Program Files (x86)\adveon\server\servicegatewayedgecam\edgecambridge\ <setting name="outputfolder" serializeas="string"> <value>c:\users\name\documents\planit\ \edgecam\cam\tstore\</value> The active toolstore is set in Adveon.GatewayControls.EdgeCam.Gateway.dll.config which can be located in C:\Program Files (x86)\adveon\server\servicegatewayedgecam\addins\gatewayaddin\cammodules\ Catalog=Sample_Toolstore_2014R2 3. After changing these settings, you must exit and restart the Adveon Edgecam gateway for the changes to become active. 4. Exit by clicking on the tray icon as shown and then restart the gateway from the Adveon program group. Installation Guide Edgecam 2014 R2 Page 15 of 34

16 5. To reconnect with the active Edgecam ToolStore, you need to stop and restart the Adveon Service Gateway EdgeCAM. To do this, start the Windows Services; services can be accessed through Control Panel Administrative Tools: Adveon User Guide For further information, please visit our website Setting up the Sentinel RMS License Server The Sentinel RMS License Server must not be installed on a virtual server if you are using keyless licensing. Sentinel RMS network licenses can only be installed on virtual servers provided they are locked to a SafeNet Computer ID USB key. If you are using a keyed network license, ensure that the key is attached to the server. To set up the server 1. Install the Sentinel RMS Server from the \Sentinel RMS Licensing\License Manager Installation folder on your DVD. 2. We recommend that you copy the installation files onto the server to save you looking for the DVD in the future. Installation Guide Edgecam 2014 R2 Page 16 of 34

17 To install the license file There are two methods of installing the license file on the server: From CLS menu License Manager (Note that this option cannot be used for the installation of redundant license files.) From WlmAdmin.exe Option 1 Using the License Manager You can install the licenses on the license server from a CLS that is installed on either the server or a client PC (with Administrator Mode enabled). 1. Right-click on the CLS icon and from the shortcut menu, select License Manager. 2. On the Server menu, click Search Network to list the Sentinel RMS server(s). Select the server you wish to connect to and click Change Active Server. Confirm that you wish to change the active server, and close the dialog. 3. Right-click on your chosen server and from the shortcut menu, select Install License. 4. In the dialog that opens, you have the option to request your license file over the Internet or Browse to a file that you have already downloaded or received by . To request a license file over the Internet 1. Click Request License File to request a license file from the Planit server over the Internet. 2. Type or copy-and-paste in your Servercode and click Next. 3. In the license activation dialog, check the details are correctly displayed and click Next. 4. In the confirmation dialog, click Finish to install the new license file. To install a file that has been sent to you 1. Click Use License File. 2. Browse for and select the license file (the license file will be named <servercode>.one, i.e one for example). 3. Click Next. 4. In the confirmation dialog, click Finish to complete the installation. Your licenses are now installed and ready to use. Note that network licenses cannot be revoked using the Select RMS License Server method. Installation Guide Edgecam 2014 R2 Page 17 of 34

18 Option 2 Using WlmAdmin.exe 1. The first step is to generate the lock code for the server. From you installation DVD, run the file: \Sentinel RMS Licensing\Generate Lock Code\GenerateLockCode.exe Note the lock code in the dialog that opens. Alternatively click Save to save to a file. 2. You now need to obtain a license keyfile by submitting your lock code online. Follow the link in your delivery note. Your servercode and customer ID will be displayed automatically. Type or paste in your Lock Code, optionally add your address and then click Generate License. Go to step If you are a returning customer and we already have your lock code on file you can go directly to Type or paste in your Lock Code and click Next. (If your lock code cannot be found, click Enter Additional Customer Information to proceed. Enter your Customer ID and Servercode -both can be found in your delivery note - and the Lock Code. Click Generate Licence. Once you have generated the license, a new page is displayed, with a link for downloading the keyfile. If you have provided your address (in step 1) the keyfile will also be supplied as an attachment. 4. Save the keyfile. Note that you can only use the keyfile on the server on which you generated the lock code. 5. From your installation DVD, run the file: \Sentinel RMS Licensing\Administer and Monitor\wlmadmin.exe Alternatively, run c:\program Files\Common Files\Planit\ \ Utilities\ Administer and Monitor\wlmadmin.exe. 6. In the dialog that opens, under Subnet Servers select your server. Right-click and select Add Features From a File To Server and its File. Note: Product licenses are referred to as 'features' in Sentinel RMS. 7. Browse for your saved keyfile, select it and click OK. Installation Guide Edgecam 2014 R2 Page 18 of 34

19 8. Click OK on the confirmation dialog for each license that is displayed. This completes the server and license installation. You are now ready to configure the client PCs. ToolStore on a Server The Edgecam DVD offers the option to Install ToolStore Server. Choose this if you want to host ToolStore databases on a server, for access by client Edgecam machines. To use the option 1. Choose a machine to be the server. This can be a machine with any operating system and SP after Windows XP SP3 and Windows Server Log on to the server, with Administrator rights. 3. Insert the DVD and choose the Install ToolStore Server option. 4. Follow the prompts for the complete installation. This comprises: SQL Server Express, SQL Server Management Studio Express, and ToolStore Administrator. 5. If the installer reports that there is an existing installation of SQL Server Management Studio, acknowledge this message and carry on, leaving this existing installation in place. Once the installation completes, the server now needs some ToolStore databases to host. Any existing SQL ToolStore databases on the server will be usable. You can also create more by following the instructions for moving databases in the online ToolStore help. To set up the authentication method Now choose the authentication method for Edgecam users connecting to the databases: Workgroup (SQL Server Authentication), using the default User name and Password. No further work is required. Custom (SQL Server Authentication) In this case you will need to create the custom User names and Passwords, referring to the SQL Server Management Studio Express documentation, and the process will be complete. Domain (Windows Authentication) Domain rights will be applied to each user. The IT Administrator may need to change the permissions via Management Studio in order to give enough rights to the users. Installation Guide Edgecam 2014 R2 Page 19 of 34

20 To install SQL Data folder in a different location If an Edgecam installation has previously been installed on the server, an Edgecam SQL configuration will already exist in the default location and will need to be uninstalled before following this procedure. It is possible to change the location for the SQL folder that is used to store the data (SQL database). To do this, the Edgecam SQL script will need to be edited. Copy the script file called EcSqlExpress.ini from the <DVD>:\Edgecam\sql folder, save it to C:\Temp and then edit it, adding the following lines: ACTION=Install INSTANCEDIR="D:\NewFolder" where the path inside the quotes should be the full path to the location where SQL is to be installed. You can now install Edgecam SQL from a command window using the following command line: <DVD>:\Edgecam\SQLEXPR_x64_ENU.exe /ConfigurationFile="C:\temp\EcSqlExpress.ini" Follow the on-screen instructions to install the Edgecam SQL. Once this has completed run setup.exe from the <DVD>:\SQL Server folder to install the ToolStore on the server. Installation Guide Edgecam 2014 R2 Page 20 of 34

21 Installing Edgecam without SQL Express Installing Edgecam without SQL Express should only be done by corporate users with experience of configuring SQL on the company network. Edgecam can be installed without SQL Express and the ECSQLEXPRESS instance. This means users who access the ToolStore database from a network server no longer need to install Microsoft SQL Server 2008 R2 Express on the local computer. To install Edgecam without SQL Express, choose a Custom installation (rather than 'Typical') when installing Edgecam. Select the ToolStore option and uncheck 'SQL Server Express Instance'. Note To allow the client PC to communicate with the server database and ToolStore Administrator to 'find' the database, your IT department needs to manually install Microsoft SQL Server Native Client on each client PC. Only available to Domain users as Workgroup users cannot authenticate the server. ToolStore Administrator will pause for a few seconds, then recognises there is no ECSQLEXPRESS installed and issue an error message. Ignore the message and go to the "Activate ToolStore database" dialog. This is not a workaround for SQL installation problems. Installation Guide Edgecam 2014 R2 Page 21 of 34

22 Autodesk Inventor View You can use the free Inventor View application from Autodesk to open the latest Autodesk Inventor files into Edgecam on machines that do not have a full Autodesk Inventor installation. You can download Inventor View from the Autodesk website. To ensure that Inventor models from the latest release can be loaded into Edgecam, we recommend you use the latest Inventor View version. (You also require the Solid Machinist for Inventor license to load Inventor models into Edgecam.) Installing the HASP and Sentinel Driver (NetHASP Legacy Licensing) Installing the HASP Driver The HASP key driver is not automatically installed as part of the main Edgecam installation process. To install the driver 1. Insert the Edgecam installation DVD. 2. Browse to the folder \Legacy Licensing\HASP Driver\HASP4_driver_setup. 3. Run hdd32.exe and follow the on-screen instructions. If you need to remove the HASP driver: 1. Select Windows Start menu Control Panel Add or Remove Programs. 2. Locate the HASP HL Device Driver. 3. Select the Change/Remove button and follow the on-screen instructions. The latest driver supports: X86 and 64 bit PCs Windows XP Windows Vista Windows 7 Windows 8 Installation Guide Edgecam 2014 R2 Page 22 of 34

23 Installing the Sentinel Driver The Sentinel key driver is automatically installed as part of the main Edgecam installation process. However if you are setting up a machine to be a license server, using a NetSentinel key and without an Edgecam installation, you will need to manually install the driver. To install the driver 1. Insert the Edgecam installation DVD. 2. Browse to the folder \Sentinel RMS Licensing\Driver for Computer ID Key. 3. Run Sentinel System Driver Installer exe and follow the on-screen instructions. If you need to remove this driver: 1. Click Windows Start menu Control Panel Add or Remove Programs. 2. Locate Sentinel System Driver Installer Click the Change/Remove button and follow the on-screen instructions. The latest driver supports: X86 and 64 bit PCs Windows XP Windows Vista Windows 7 Windows 8 Edgecam Educational Systems Edgecam Educational is the licensed educational version of Edgecam using the Edgecam Educational and Edgecam Solid Machinist for Education licenses (using a standalone or multiple user network security key). These licenses are only issued to educational establishments and cannot be used by industrial users. Students who wish to use Edgecam software outside the educational establishment can do so by running Edgecam with a Homework license (see below). Installation Guide Edgecam 2014 R2 Page 23 of 34

24 Loading and saving data in Edgecam Educational systems With the Edgecam Educational licenses you can: Load.ppf and.epf files (the ability to load.ppf files allows you to view the example files installed with Edgecam) Save Edgecam part files in.epf format Generate NC code With the Edgecam Educational licenses you cannot: Save.ppf format files Save IGES, DXF, STL format files Also see Different Edgecam Types and Features The Homework License The Homework license allows students to run educational software to continue their course work when away from college. If the college has purchased the Homework License option, they will manage the distribution of the licenses to the students. For each classroom license, up to ten Homework licenses can be generated. The college will issue a Homework license to the student, which contains the information required to obtain a Homework license. The features of a Homework license are: Load part files created in an industrial licensed version of the product Load and save educational part files Access 'Ultimate' level functionality and Part Modeler Access to all CAD file loaders Cannot generate NC code The use of Homework licenses in the classroom is not permitted. When starting Edgecam with a Homework License, a message will be displayed. Click OK to continue. Installation Guide Edgecam 2014 R2 Page 24 of 34

25 Different Edgecam Types and Features The following table summarises the features of each Edgecam type: Feature Industrial license Educational license (classroom) Homework License/Mode Load.ppf file Yes Yes Yes Save.ppf file Yes No No Load.epf file No Yes Yes Save.epf file No Yes Yes Generate NC code Yes Yes No Save IGES, DXF, STL files Yes Yes No Use PDIs Yes Yes No Evaluating Edgecam Functionality An Evaluation license provides you with a fully functional Edgecam system for a limited time period. This allows you to test Edgecam in your own working environment. Every time Edgecam is started, the number of remaining days is shown on the Edgecam splash screen. The number of days remaining is also displayed using Help menu About Edgecam. Evaluation licenses can be revoked, meaning that they can be removed from the PC for installation on another one. Note that the number of days remaining will be the number of days left when the license is revoked from the original PC. Evaluation network licenses can also be commuted. Timed Licenses A timed license provides you with a fully functional Edgecam system for a limited period. A timed license may be issued to a new customer prior to a permanent license or when transferring from one license type to another. Timed licenses can be revoked, meaning that they can be removed from the PC for installation on another one. Note that the number of days remaining will be the number of days left when the license is revoked from the original PC. Timed network licenses can also be commuted. Installation Guide Edgecam 2014 R2 Page 25 of 34

26 Modifying the Installation There is a dedicated utility for modifying your installation. You start this using the standard Windows Add/Remove Programs option of the control panel. You are offered these options: Modify - Install or uninstall individual components. Note that to install a new component you will need the installation DVD. Repair - Re-install all the installed components (if a file has been corrupted for example). Remove - Uninstall all Edgecam components. Also see Uninstalling the Software. This is the only way to modify the installation. Do not uninstall by manually deleting files for example. Uninstalling the Software 1. Run the standard Windows option for uninstalling programs from the Control Panel. 2. Select Edgecam <version number> in the list. 3. With a right mouse click, open the shortcut menu and click Uninstall. 4. On the dialog, click Yes. This unistalls all Edgecam components. For a complete uninstall you may want to uninstall the following programs (again using Windows Control Panel). Program Control Panel entry Comment CLS ECSQLEXPRESS SQL server instance Planit CLS <version number> Microsoft SQL Server 2008 R2 Take care not to remove any other server instances that may be installed. If Part Modeler was installed : Part Modeler Solid Links Planit Part Modeler <version number> SolidLink <version number> This is the only way you should uninstall the software. Do not manually delete files for example. Installation Guide Edgecam 2014 R2 Page 26 of 34

27 Licensing your Edgecam Installation To run Edgecam, you need to license your software. All newer Edgecam installations use Sentinel RMS licensing. For detailed information on installing and activating standalone and network license, please refer to the Licensing Guide. For information about legacy (NetHASP and NetSentinel) hardware keys, please refer to the Legacy Licensing Guide. Edgecam License Types and Expiry Dates There are three types of software license: Fixed Term These are the default license type and allow software versions released prior to the Update Expiry Date in the license to be run. If your license is of the Fixed Term type, an Update Expiry month and year, for example, November 2013 will be displayed. In this example, any new software versions released in December 2013 or later will not run with the license file. If the expiry date of the license is then extended to November 2014, any Edgecam releases issued up to that date can be run. The expiry date is extended when the maintenance plan is renewed, which is typically every 12 months. Timed Timed licenses run for a fixed number of days from the time that the license file is generated and, typically, these are used in evaluation and temporary licenses. Once the timed period has expired, it may be extended or the license type changed to Fixed Term. Free to use Some Edgecam licenses, for example, Advanced Customisation (Product Code ENPCI-J) can be added to a license configuration free of charge. However, they will only be available in the software while the main Fixed Term license has an active Support and Maintenance contract. In the case of the Advanced Customisation license, any custom macros or dialog masks created by or for the customer will not run if the Support and Maintenance contract has lapsed. Running Edgecam You can run Edgecam without Administrator rights. To install the software, you must be logged on with Administrator rights. To run Edgecam 1. Make sure that the licensing module CLS is running (this should have happened automatically see below for further information). 2. Click Windows Start menu All Programs Edgecam Edgecam. Installation Guide Edgecam 2014 R2 Page 27 of 34

28 Setting Up Communications To use the Comms Setup Wizard 1. Click Windows Start menu All Programs Edgecam Programs Comms Setup. 2. Follow the instructions displayed. For details of the setup click the Help button on the Comms Setup Wizard dialog. Using Edgecam in Homework Mode Homework Mode allows industrial users of a licensed product to emulate the Homework license. This can be useful when training for example, to load tutorial part files that contain solid CAD models that you do not have an industrial license for. The part files created in Homework Mode are not compatible with licensed Edgecam and you cannot generate NC code. If no license is installed, the Homework Mode option is not displayed in the CLS menu. To switch to Homework Mode From the CLS menu, select Homework Mode. Installation Guide Edgecam 2014 R2 Page 28 of 34

29 When starting Edgecam with a Homework License, a message will be displayed (see below). Click OK to continue. Note If you have network licenses configured and switch on Homework Mode, the network licenses will still be taken out. To use Homework Mode without consuming the network licenses, use the Configure Network Licenses option to return the licenses to the network server first. Switching back to Fully Licensed Mode To change back to fully licensed mode, close Edgecam and repeat the step above - clicking 'Homework Mode' again disables it, and Edgecam will next start in the normal licensed mode. About the Client License Server CLS (Client License Server) checks the available licenses when Edgecam opens. When running, the CLS icon is displayed in the Windows Notification Area. CLS is in Windows Start All Programs Startup CLS <your version number>, so it automatically starts when logging in to Windows. If CLS is not running you will not be able to start any Edgecam applications; start CLS manually by clicking it in Startup. Also see Troubleshooting CLS. Installation Guide Edgecam 2014 R2 Page 29 of 34

30 Right-click the CLS icon in the Notification Area to display a menu of options: Some options (such as Program Security Key, Set License Server Name, License Manager and Configure Network Licenses) start utilities; click the utility's help button for information. The License Manager is used to select a license server and to install network and standalone license files. For more information on working with the License Manager, please refer to the Licensing Guide. Click to check Ignore Network Security Key if you have a local security key, and you want this to be used rather than the network key (this is useful for mobile users connecting their laptops to different networks). The next time Edgecam starts it will use the local security key. When working with legacy hardware keys, you use the Select Network Key dialog to select the server that the client PC obtains its licenses from. Checking Homework Mode allows industrial users of a licensed product to emulate the Homework license. This can be useful when training for example, to load tutorial part files that contain solid CAD models that you do not have an industrial license for. The next time Edgecam starts it will be in Homework Mode. CLS is installed automatically when you install Edgecam or Part Modeler. If the automatic installation has failed, manually start the CLS installation by running the setup.exe program in the \CLS folder of the Edgecam DVD. By default, CLS is installed into C:\Program Files\Common Files\Planit\<version number>\cls. Restoring Factory Settings Edgecam offers a utility that resets the user interface to the default settings and deletes any temporary or cached files that may be causing the software to be unstable. To restore factory settings 1. Click Windows Start menu All Programs Edgecam Programs Utilities. 2. Select the Factory Settings option. Installation Guide Edgecam 2014 R2 Page 30 of 34

31 You should use the Restore Factory Settings option if an Edgecam toolbar or the browser can no longer be displayed Edgecam does not start Edgecam appears to be unstable advised by an Edgecam support engineer Advanced Installation Options Automated Installation from a Network Drive There is a mechanism for automating the installation of Edgecam from a network drive which is described in the following document in the \Automated Installation folder of the Edgecam DVD: \Advanced Installation Documents\Automated Installation\Edgecam Automated installation.pdf Frequently Asked Questions "CLS is not running" Error Message "CLS is already executing" Error Message No Security Key Found Network Security Key has been Removed Detecting the Server ToolStore Administrator Error During Installation My PC cannot Access the Planit Server for License and Software Updates License Manager Does Not List Network License Server Can I update my existing installation of Edgecam? Can I have more than one installation of Edgecam on my PC? Troubleshooting CLS 1. Client License Server is not Running You might see the error message "Client License Server is not running". This can happen for different reasons: CLS is not running/has not been started To fix this, click Windows Start All Programs Startup CLS <your version number> Installation Guide Edgecam 2014 R2 Page 31 of 34

32 CLS has not been installed CLS is installed automatically when you install the Edgecam software. If the automatic installation has failed, manually start the CLS installation by running the setup.exe program in the \CLS folder of the Edgecam DVD. To check, whether CLS is installed on your machine, click Windows Start Settings Control Panel Add/Remove Programs and look for Planit CLS <your version number>. 2. CLS is Already Executing You might not see CLS in the Windows Notification Area and go to start it manually. You see the error message 'Client License Server is already executing'. This can happen if a previous instance of CLS was not shut down completely and is still running in the background. To fix this, shut down the PC and start it again. CLS will automatically start when logging in to Windows. No Security Key Found Only applies to network license installations that use a key The 'No security key can be found on the network' message may be displayed for one of several reasons: The network license server and/or license file has not been installed. The security key is not attached to the license server. There is a fault with the USB port on the license server, or the port is disabled. The server's firewall is blocking the license requests (try exempting the service in the Firewall settings). Removing the Network Security Key If the security key has been removed from the license server, and a user tries to access an Edgecam application, this dialog will be displayed: If the security key is removed from the license server while an Edgecam application is running, the following dialog will be displayed after approximately three minutes. Installation Guide Edgecam 2014 R2 Page 32 of 34

33 If you replace the security key and click Retry Connection, then you can continue. Alternatively you can close the application by clicking Close Application. The dialog text may vary from the text shown here, depending on the actual problem. Detecting and Selecting Network Keys Once the server has been set up you can configure client PCs to obtain their licenses from it. To do this, you use CLS menu Select Network Key. Select Network Key is a useful diagnostic tool for testing whether a client PC can detect an Edgecam network key. The utility lists the first of each type of Edgecam network key (including a Sentinel RMS keyless 'key') that it finds. Now select the key that you wish to connect to. You now go on to select your licenses. Installation Guide Edgecam 2014 R2 Page 33 of 34