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Upgrading Tasks

After you upgrade the SWTaskAddin, you can import the latest versions of the Convert, Print, and Design Checker tasks.

This procedure describes how to upgrade the Convert task.
  1. In the Administration tool, expand the Tasks node.
  2. If any tasks have the default names Convert, Print, or Design Checker, rename them so that customizations you have made to the tasks are not overwritten.
  3. Click File > Open.
  4. To upgrade the Convert task, navigate to C:\Program Files\SolidWorks Enterprise PDM\Default Data\ and select Convert_GB.cex.
  5. In the dialog box that appears, under Tasks, select Convert, and drag it to the Tasks node in the left pane.
  6. Make changes to the newly imported task to match the previously used task and configure any new options as required.

    This includes the file paths and name formats, conversions types, which computers run as a task host, permissions for the task, notifications etc.

  7. If the existing task had modifications to the Advanced Scripting options (accessed from the Output File Details page), make those changes to the new version of the script.

    The Advanced Script is often updated for a new version of Enterprise PDM to make use of new features in SolidWorks or to add new features to the task. Therefore you may need to merge the new scripting with your custom scripting.

    Add comments to the script to make it easier to understand and easier to transfer the customization the next time you update.

    Retain the default Convert task for reference and for testing if problems arise with a customized Convert task. Set permissions so that it can only be seen by the Admin user.

    For copies of the default Advanced Scripting Options scripts for several recent versions of Enterprise PDM and instructions for using them, see the Knowledge Base solution S-057908.

  8. Modify workflow transitions that caused the original task to be executed and select the updated task as the task to execute.

    Save the workflow changes.

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