A PDM Professional vault can have tasks configured to run either manually or automatically through transition actions, some examples are:
- Convert to PDF.
- Convert to DXF.
These tasks can be incorporated to your workflows, i.e , when a part and a drawing get approved, the Convert to PDF task automatically runs and creates a PDF of the drawing file. If the task does not run there are a few troubleshooting steps to try:
- Ensure there are enough licenses. In order for a convert task to be executed, the file needs to be opened in SOLIDWORKS to perform the Save As function. If there are no SOLIDWORKS licenses available, SOLIDWORKS will not start up. Ensure the required SOLIDWORKS license (e.g., SOLIDWORKS Standard, Professional, or Premium) is available on the network.
- Allow the SOLIDWORKS Task Add-in to run on the computers where task is to be executed:
- Right Click PDM blueberry icon in Windows System Tray.
- Select Task Host Configuration
-
- Select the appropriate File Vault
- Check the checkbox next to the add-in to permit (enable) it
- Ensure the add-in is the same version as specified in the PDM Administration tool as well as the same version as your current PDM installation (29030063 refers to SOLIDWORKS PDM 2021 SP3.0 — this is an example; verify the version number matches your installed PDM version)
- Make sure the Task is configured and there are computers assigned to run the tasks.
- Open PDM Administration tool.
- Double click on the relevant task > Execution Method.
- Select all computers to run the task that are required.
- Review the PDM client and/or archive server logs, or the task logs folder (default location: PDM vault root folder), for more information. If the issue persists after completing all steps above, contact your SOLIDWORKS reseller or SOLIDWORKS technical support for further assistance.
Date published: 07/19/2022 | Last reviewed: please update with current review date