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Creating a Convert Workgroup PDM Files Task

To create a Convert Workgroup PDM Files task:

  1. Click Convert Workgroup PDM Files on the sidebar, or click Tasks > Convert Workgroup PDM Files.
  2. Type your Workgroup PDM user name, password, and the name of the computer with the Workgroup PDM Vault, and then click Login. You must have administrative privileges to update files.
    You are prompted for your user name, password, and computer name only the first time you create an Convert Workgroup PDM Files task in the current SOLIDWORKS Task Scheduler session.
  3. In the Convert Workgroup PDM Files dialog box, select:
    Option Description
    Update entire Vault All files in the Vault will be updated.
    Update by project Specify projects and file types as described in the following section.
  4. Set the options, and then click Finish.
    A dialog box shows an estimate of the time required to complete the task, and asks if you want to continue.
  5. Click Yes to schedule the task; click No to return to the Convert Workgroup PDM Files dialog box to modify or cancel the task.
    If you click Yes, the task and its title, scheduled time, scheduled date, and status appear in the Tasks panel. The status of the task is Scheduled. When the task is finished, the status changes to Completed.
    Your computer must be on at the scheduled start time. The SOLIDWORKS Task Scheduler window does not need to be open. If your computer is off at the scheduled start time, then the task runs when you turn your computer on.


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