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Migrating a Shared Toolbox

You can migrate an existing shared Toolbox library into an Enterprise PDM vault.

Use this procedure when your existing Toolbox library is entirely outside the vault. If you are using the SOLIDWORKS pre-2010 Toolbox integration, where the master library is outside the vault but part files might exist in the vault, see Migrating from Partial to Complete Toolbox Integration.

To migrate an existing shared Toolbox to an Enterprise PDM vault:

  1. If you have multiple Toolbox libraries, consolidate them to a single master library before migrating to an Enterprise PDM vault.

    See SOLIDWORKS Toolbox Help: Creating a Shared Toolbox from Standalone.

  2. Copy the consolidated library into the vault and check them in.
  3. Rename or move the old shared Toolbox (outside the vault) so that it is not accessible to users.

    If you plan to delete the old shared Toolbox, back it up first.

  4. Upgrade SOLIDWORKS and Enterprise PDM to 2010 or later as described in Upgrading to Manage Toolbox Entirely in the Vault.
  5. Configure Toolbox as described in Configuring Toolbox in Enterprise PDM and SOLIDWORKS.

    Select Manage SOLIDWORKS Toolbox in the vault and Search subfolders for Toolbox parts on assembly check-in when you configure Toolbox.

  6. Complete the steps in Post-Migration Instructions for Toolbox Users.


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