Individual User Deployment Checklist
Provided below is a summary of the steps involved in planning and performing an Individual User deployment. Use this as a checklist when planning and performing an installation. For guidance on upgrading existing deployments, refer to the section at the end.
Planning an Individual User Deployment
1. Decide which optional components will be installed.
◦ Most optional components are selected for installation by default. You will need to de-select any optional components that you do not wish to install.
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Instructions for installing Web Interface and Model Manager are not included with the Individual User deployment. If you wish to install these products, refer to the instructions provided for the Production – Workgroup or Production – Enterprise deployments.
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2. Plan licensing.
◦ The individual User deployment uses a node-locked license file. The license file will be requested from PTC Support after installation.
For more information on licensing, see Introduction to Licensing Modeler.
3. Prepare the environment.
a. Confirm that the computer that will host Modeler meets the environment requirements.
For more information, see Environment Requirements.
b. Confirm that the computer that will host Modeler meets the hardware requirements.
For more information, see Hardware Requirements.
4. Plan the installation of maintenance releases.
◦ Access PTC Support and check if there are any Maintenance or patch releases available for the relevant version of Modeler (e.g. M010). If so, download the installation files for the latest maintenance release.
Performing an Individual User Deployment
1. Prepare for a Standalone installation.
◦ Ensure all environment requirements are met. Refer to Preparing for a standalone installation.
2. Perform Standalone installation.
◦ Complete the steps provided in Performing a standalone installation. Select the optional components you require.
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Java SE Runtime Environment 8 32–bit will also be installed, if it is not installed already.
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3. Perform post-Standalone installation tasks.
◦ Complete the steps provided in Post-standalone installation tasks.
Upgrading an Individual User Deployment
If you already have Modeler installed using the Standalone options, follow the instructions below to upgrade to the latest version of Modeler.
1. Prepare for upgrade installation.
◦ Refer to Performing an Upgrade. Complete any steps that apply to your upgrade situation.
2. Perform upgrade installation.
a. Complete the steps provided in Performing a standalone installation. Select the optional components you require. Note that Java SE Runtime Environment 8 32–bit must have been installed on your computer.
b. If prompted to install Microsoft .Net Framework 4.8, click Install to confirm.
c. When prompted to uninstall the previous version of Modeler, click Yes to confirm.
3. Perform post-upgrade tasks.
a. Refer to Performing an Upgrade. Complete any post-installation steps that apply to your upgrade situation.
At a minimum, this will involve upgrading models and profiles in models.
b. Use the License Manager Request Wizard to request a license file for the correct version of Modeler. Once the license has been received from PTC Support, use the Replace function in License Manager and select the received license file to install the new license. Refer to Working with a local license.
c. Install the latest Maintenance Release, if one has been released. Download the latest Maintenance Release from PTC Support and follow the instructions in the included Release Notes.