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Convert SolidWorks Workgroup PDM Files

Convert Workgroup PDM Files uses the SolidWorks Task Scheduler to convert Workgroup PDM vault files that were created at an earlier SolidWorks release to the current release. Only vault administrators are allowed to convert files. The vault is locked automatically during the conversion process.

When converting Workgroup PDM vault files from SolidWorks Task Scheduler, all documents open in a resolved state (not lightweight). Make sure the computer on which you run the conversion has enough memory to complete this procedure.

You can convert the complete vault or specify projects. You can specify that only the latest revision be converted. A log file lists any documents that do not convert. The list of files that convert successfully appears in Task Scheduler.


  • Back up all files before converting them

  • Select Update by project and files (do not convert the complete vault in one operation)

  • Select Latest revision only (in Options)

  • Be sure Task working folder (specified in Advanced Options) has enough disk space to hold all the files

  • Specify Time out (in Advanced Options)

  • If a project uses standard library files from a shared location, these files must be accessible to the computer on which you are running the conversion.

To convert Workgroup PDM files:

If a selected project uses standard library files from a shared location, these files must be accessible to the computer on which you are running the conversion.

  1. In Windows, click Start, Programs, SolidWorks <version_number>, SolidWorks <version_number>, SolidWorks Tools, SolidWorks Task Scheduler .

  2. In the SolidWorks Task Scheduler dialog box, click Convert Workgroup PDM Files .

  3. Log in with your Workgroup PDM user name and password and the name of the computer with the Workgroup PDM vault. You must have administrative privileges to convert files.

  4. In the Convert SolidWorks Workgroup PDM Files dialog box, set the options described below, then click Finish.

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, the task runs when you turn your computer on.

Select one of the following:

  • Update entire Vault (vault_computer_name). All files in the named vault will be converted.

  • Update by project and files. Specify projects and file types in the next section.

Workgroup PDM Projects

Include subprojects. Documents in subprojects are included in the conversion.

Add Project. Click to open the Workgroup PDM Projects dialog box, select a project from the list, then click OK. The name of the project appears under Project in the window. Repeat to add more projects.

Delete. To delete a project from the Project list, select the project and click Delete.

File Name or Type. To filter the files in a project based on type, select a type from the list for each project. The choices are parts (*.prt,*.sldprt), assemblies (*.asm,*.sldasm), drawings (*.drw,*.slddrw), all SolidWorks files (*.sldprt,*.sldasm,*.slddrw), or all files (*.*).

Task Schedule

Running mode. Select Once, Daily, Weekly, or Monthly. If you schedule a conversion for more than once, the Task Scheduler detects files that have already been converted and does nothing at subsequent tasks.

Start time. Each recurring task starts at the specified time of day.

Start date. Tasks scheduled Daily occur every day from the specified date, including Saturday and Sunday. Tasks scheduled Weekly occur on the same day of the week (Monday, Tuesday, and so on). Tasks scheduled Monthly occur on the same day of the month (1, 2, and so on). If you select a day of the month that does not exist (29, 30, or 31 in some months) no task is scheduled for that month.


Specify SolidWorks Workgroup PDM Convert Options.


Specify Task Options such as Task working folder, Time out (seconds), and Backup task files.

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