AxiomX Technology｜超宏觀科技股份有限公司
PDM health-check and migration worksheet
2026-09-27

Review environment, database/file store, proven restore, cutover and recovery ownership.

Eligibility: valid existing licenses and expired or independently non-renewed maintenance
SOLIDWORKS PDM work is assessed only for customers with valid, lawfully held existing licenses whose maintenance has expired, or customers who independently decide not to renew and plan implementation after maintenance ends. Each case requires review of licenses, existing contracts, third-party access, API/SDK rights and migration conditions. Expired maintenance does not establish license validity or permission for development or migration.
Non-renewal is the customer's independent decision. This article does not recommend terminating contracts or position engineering as a replacement for vendor maintenance. Preliminary scoping may occur earlier, but implementation under this offer requires maintenance to have ended and case-specific rights to be confirmed.

Case-by-case review before work
Verify license type, validity, entitled version, entity and devices for PDM, CAD, SQL, Task Hosts and dependencies. Do not implement using expired term licenses.
Review applicable vendor, reseller, maintenance and other contracts for third-party access, confidentiality, IP, development and relocation limits. Obtain legal review or vendor confirmation when needed.
Confirm authority to commission work and supply data, code, installation media and access. Do not use another party's accounts, keys or restricted support resources.
Check API/SDK, Document Manager and dependency licenses and access eligibility. Public API documentation is not itself a development or distribution license.
Assess backups, isolated rehearsal, compatibility, downtime, rollback and acceptance before agreeing scope in writing. Unclear rights or unmet conditions prevent acceptance.

Potential scope and exclusions
After prerequisites are met, assess configuration, integration, approved-API customization, batch output and relocation within the lawfully licensed existing version. Capability, rights and tests determine each deliverable; this is not an unconditional promise.
AxiomX provides independent third-party engineering, not vendor- or reseller-authorized maintenance, dealership or agency services under this offer. Vendor maintenance, renewal, new releases, licensing and activation rights must be confirmed through the vendor or a legally authorized channel.
Do not provide or promise maintenance renewal, new releases/service packs/media, license sales/transfers/reactivation or vendor defect-fix entitlements. Required rights must be handled through lawful channels.
No activation/license bypass, impermissible commercial use of trial/education/third-party licenses, unauthorized vendor-code modification or reverse engineering.
No guarantee that old versions run on every new OS or support every format/API. Newer documentation does not grant an upgrade entitlement.
Engineering does not automatically preserve, restore or extend vendor warranty, maintenance or other rights; assess effects before work.

References and contractual boundaries
Product names identify existing customer systems and documentation; trademarks and vendor rights remain with their owners. Links are technical references, not vendor authorization, partnership, endorsement or case approval.
This is not legal advice or a guarantee of permissibility under every contract. Applicable agreements and license terms control. Website notices and customer declarations cannot override third-party rights or replace necessary legal review.

Prepared by / date: ________________

1. Valid existing licenses, maintenance end date or independent non-renewal decision, planned post-maintenance implementation:
   ____________________________________________________

2. Contractual third-party access/development/migration limits, API/SDK rights and confirmation owner; no work before confirmation:
   ____________________________________________________

3. PDM/CAD/database/OS vendors, versions and support; SOLIDWORKS PDM edition and service pack:
   ____________________________________________________

4. Servers, databases, vault/archive, capacity, counts and network:
   ____________________________________________________

5. Accounts, identity, permissions, DNS, certificates and firewall:
   ____________________________________________________

6. License servers, relocation conditions, documents and contact:
   ____________________________________________________

7. Custom code, jobs, plotting, APIs, ERP/MES and dependencies:
   ____________________________________________________

8. Backup scope, timing, location and restore evidence; SOLIDWORKS PDM vault SQL, ConisioMasterDb, Archive Server settings and physical archives:
   ____________________________________________________

9. Current failures, performance baseline and prioritized risks:
   ____________________________________________________

10. Target compatibility, upgrade decision and isolated rehearsal:
   ____________________________________________________

11. Outage, write freeze, delta sync, notifications and owners:
   ____________________________________________________

12. Go/no-go, rollback triggers, owner and old-system retention:
   ____________________________________________________

13. Acceptance: counts/revisions, roles, CAD, BOM, interfaces and performance:
   ____________________________________________________

14. Backup, monitoring, open issues, SOP and handover:
   ____________________________________________________

Planning aid only. Scope and acceptance follow written agreement. Do not include passwords, keys or unauthorized confidential data.

https://www.axiomxtech.com/en/resources
service@axiomxtech.com