Installing the HaloCAD for SOLIDWORKS PDM

This chapter walks through the process of installing and configuring the HaloCAD for SOLIDWORKS PDM. 

Before you Begin

The following preparatory steps or conditions must be met before installing the product.

1. Make sure you have administrative access to install the HaloCAD component.

2. Make sure the client computer running the HaloCAD for SOLIDWORKS PDM can connect to the SOLIDWORKS PDM Server.

3. Make sure the machine that is installed with HaloENGINE can reach the machine that is installed with HaloCAD for SOLIDWORKS PDM.

4. Make sure your HaloENGINE complies with the requirements listed below:

   1. License file (enabled with SOLIDWORKS_PDM system type).

   2. Proper action rules

   3. System Unique ID (assigned to the specific SOLIDWORKS PDM Server)

   4. Select one of the following approaches for authentication.
      Self-signed Certificate:
      Download the server certificate (HaloENGINEServer.cer) from the admin portal and manually install it in Trusted Root Certification Authorities.

      Company Owned Signed Certificate:

      If you already have a certificate, you can import it into the admin portal. Please refer to the HaloENGINE Manual for additional details. Make sure your company's Root CA is installed in Trusted Root Certification Authorities. In this case, there is no need to install the server certificate on the SOLIDWORKS PDM server.   

Installation Modes

You can install the add-on in the following modes:

1. Graphical Mode
   Graphical mode installation is an interactive, graphical user interface-based method that is driven by a wizard.

2. Silent Mode
   Silent-mode installation is a non-interactive method of installing the HaloCAD using command lines.

Graphical Mode

Before you begin
The following prerequisites must be met:

1. A user who installs HaloCAD for SOLIDWORKS PDM must have administrator rights.

2. Make sure that you have tenant details before starting the installation.

Installation Procedure

Follow the steps below to install SOLIDWORKS PDM using the GUI-based setup application included in the installation package.

1. To begin the interactive installation, double-click the installer HaloCAD_SWPDM_Setup.exe file. 

2. Depending on your Windows security settings, you may get a warning such as "Do you want to allow the following program to make changes to this computer?". If you get this security warning, click the Yes button to continue the installation.

3. When the installer starts, you will see the startup dialog followed by the restart dialog:

   

   Startup dialog

   

   Restart message

4. To activate the HaloCAD component (Explorer plug-in), you must restart your computer after installing it. To confirm it, you need to choose one of the following options.

   1. By selecting Yes, your computer will restart immediately after installing the HaloCAD component.

   2. By selecting No, the HaloCAD component will be installed, but you will have to restart your computer manually later. Please note that the HaloCAD component becomes active only after a machine restart.

5. The welcome dialog will appear:

   

   Welcome dialog

6. Click Next to continue the installation. 

7. The end-user license agreement dialog will appear: 

   

   End-User License Agreement dialog

8. Read the End-User License Agreement. If you agree, select I accept the terms in the License Agreement and click Next. 

9. The destination folder selection dialog will appear:

   

   Destination folder selection dialog

   1. By default, application files are stored in the program files directory (C:\Program Files\Secude\). If you would like to choose an alternate location, click the Browse button and select your location preference.

   2. When you are finished, click Next.

10. The feature selection dialog will appear:

    

    Feature selection dialog

    1. By default, SOLIDWORKS_PDM option will be selected.

    2. If you wish to review or change any settings, click the Back button to return to any point in the installation process. Otherwise, click Next to allow the setup program to install the application.

    3. Using the Cancel button, it is possible to cancel the installation at this point.

11. The installation begins and progress is shown in the dialog.

    

    Installation progress dialog

12. When the installation is completed, you will see a message confirming that the HaloCAD component has been successfully installed.

    

    Installation completed dialog

13. Click Next, and the endpoint dialog will appear.

    

    Endpoint dialog

    1. Select either the IP address or the hostname and enter the required details. Enter the IP address of the HaloENGINE in the HaloENGINE Endpoint IP. For example, 10.91.0.170.

    2. Or enter the hostname or fully qualified domain name (FQDN) in HostName or FQDN. For example, SOLIDWORKSServer01.secude.com. The default port number 8746 will be displayed.

    3. Enter the unique ID of SOLIDWORKS PDM in the System ID which is assigned in the HaloENGINE Admin Portal. For example, SWDPDM01.

    4. Enter the Customer ID that is assigned for Single Customer mode or Multi-Customer mode in the admin portal. For example, halo_customer.

    5. At this point, HaloCAD tries to connect to your HaloENGINE. If you enter an invalid endpoint or the Server is not reachable, the installation will be terminated with an error message "HaloENGINE API endpoint is invalid or not reachable". In this case, you must return to the previous screen, enter a valid endpoint, confirm that the HaloENGINE is reachable, and then select Next.

14. The initialization dialog will appear. To avoid connectivity issues, make sure to enter the correct Azure application registration information in the screen below.

    

    Initialization dialog

    1. Application ID: Enter the unique identifier of your registered application. For example, v6ca776-c74e-437d-98ef-662ecb5751tt

    2. Redirect URI: Enter the URI that was provided when registering the native application in the Azure portal. For example, https://localhost.

    3. Tenant ID: If the registered application is Single tenant, you need to enter the globally unique identifier of your tenant if not, you can leave it empty. For example, 9c1cfc28-1ec6-44ea-bec6-e3492ef0cd16 

    4. Cloud Type: By default, Commercial will be set. However, based on your Azure subscription and configuration, you can change the cloud type from the list — Commercial / Custom / Germany / US_DoD / US_GCC / US_GCC_High / US_Sec / US_Nat / China_01. In the case of Custom cloud type, you need to enter the appropriate URLs in Protection Cloud URL (for example, https://api.aadrm.com/) and Policy Cloud URL (for example, https://dataservice.protection.outlook.com/).

    5. Click Next,

15. Once the initialization is completed, you will get the success message as shown below.  

    

    Initialization completed dialog

16. Click Close to close the installation wizard.

17. Based on the selected option Yes, your machine will be restarted automatically. If you have chosen No, you must restart it manually.

Post Installation files:

1. You can view the log files at %AppData%\Roaming\Secude\HaloCAD\SOLIDWORKS PDM\halocad.log.

2. Also, you can see the configuration information in the registry—HKEY_LOCAL_MACHINE\SOFTWARE\Secude\HaloCAD for SOLIDWORKS PDM.

3. To change the HaloENGINE settings, such as endpoints, System ID, and Customer ID, manually edit the registry entries HKEY_LOCAL_MACHINE\SOFTWARE\Secude\HaloCAD for SOLIDWORKS PDM\ep\HCV. Note: Make a backup of the above registry before editing the entries.

Silent Mode

Besides graphical mode, the add-on can be installed in silent mode, which does not require user involvement or display a user interface. It is a convenient way to streamline installation using the command at once. 

1. Open the Command Prompt with elevated rights (Run as Administrator).

2. Navigate to the add-on installer directory.

3. To know the list of options available in silent mode, follow the steps given below:
   Type HaloCAD_SWPDM_Setup.exe -help
   Press Enter
   Output
   ...
   HaloCAD_SWPDM_Setup.exe [-install [-solidworkspdmshield] [-dir <destination_directory>]
<ApplicationID> <Redirect URI> <TenantID/Name> <haloengine_api_endpoint> <haloengine_api_port> <haloengine_api_SystemId> <haloengine_api_CustomerId> <RestartRequired <true|false>> <Cloud Type ("Commercial"|"Custom"|"Germany"|"US_DoD"|"US_GCC"|"US_GCC_High"|"US_Sec"|"US_Nat"|"China_01"|"")> [(if Custom) <Protection Cloud Url> <Policy Cloud Url>] ]

   HaloCAD_SWPDM_Setup.exe [-uninstall -silent <true|false>]

4. Note: By selecting true, your computer will restart immediately after installing the HaloCAD component. If you select false, the HaloCAD component will be installed, but you must restart your computer manually later. Please note that the HaloCAD component becomes active only after a machine restart.

5. The following command illustrates how to install HaloCAD using the Azure application details.
   HaloCAD_SWPDM_Setup.exe -install -solidworkspdmshield -dir "C:\Program Files\Secude" v6ca776-c74e-437d-98ef-662ecb5751tt https://localhost 9c1cfc28-1ec6-44ea-bec6-e3492ef0cd16 10.41.14.69 8746 SWPDM01 halo_customer true Custom https://api.aadrm.com/ https://dataservice.protection.outlook.com/

6. Press Enter.

7. The installation is complete.

Next Step

After the installation is complete, you can view the HaloCAD-protected files. Please refer to the Operations Manual for more information.