Migrate Inventor files in the Vault

You can manually check out old files and save them then check in Vault to migrate them or you can automatically migrate them per Task Scheduler. These sections describe how to migrate your files to the new release of Inventor in Vault using Task Scheduler.

Migration guidelines

Please read the following guidelines thoroughly before you migrate any Inventor files in Vault.

• We strongly recommend that you back up all Inventor files before migrating per Autodesk Data Management Server Console Backup tool.
• The following files are skipped during the migration process:
  • Read-only files.
  • Files previously migrated.
  • Files created in non-production versions of Autodesk Inventor. (For example, files created in a Beta version.)
  • Corrupt files or files with missing references.
• Autodesk Inventor must be authorized on your system prior to running Task Scheduler.

Before you begin

1. Make sure your files resolve and open correctly in the existing version of Autodesk Inventor. Repair any resolution and general problems before you proceed. If the red cross (Recover) appears on the Inventor menu bar, the file is corrupted and must be repaired or it will not migrate.
2. Make sure your all files were checked into Vault.
3. Make sure your customized style library has been migrated. Go here to get detail information.
4. Make sure your customized CC library has been migrated. Go here to get the detail information.
5. Close all versions of Autodesk Inventor. (You can use the Windows Task Manager to verify that no versions are running.)
6. If you migrate specific files, follow this migration order, since assemblies depend on parts, and drawings can depend on both parts and assemblies.
   • Parts
   • Standard parts
   • Subassemblies
   • Assemblies
   • Presentations
   • Drawings
7. Task Scheduler supports multiple processes to shorten migration time. In Settings menu, click "Multiple Processess…" button to get Multi-Process Settings dialog, See Figure 1.
   

   Figure 1

Migrate Inventor files from Vault

1. Start Task Scheduler: From the Start menu, navigate to All Programs > Autodesk> Autodesk Inventor <version> > Tools > Task Scheduler.
2. Log into Vault. See Figure 2. For Vault ideally user should log in as administrator or a specific Migration user as per description in Migrate Released or Locked CAD Files.
   

   Figure 2

3. Select Migrate Files… from the Create Task pull-down menu to access the Migrate Files sub dialog box. In Migrate Files dialog. Click Project Setting button to select Vault project or you can click Browser... to selected vault project then add project or folder or part to migrate. Recommend Add Project to migrate. See Figure 3.
   Note: Ensure that the Migrate from Vault check box is selected.
   

   Figure 3

4. In Task Properties frame:
   • Select the Immediately check box if you wish to migrate the project files at once.
   • Observe that you can defer the migration until a later time, such as after-hours when all of the Inventor users have left for the day. Set the desired time and date in the corresponding text boxes.
   • Set the Log File name and locating.
5. Click the Options… button at the bottom of the Migrate Files dialog box. For optimal performance it is best practice not to create visualization attachments as part of the migration, users of Vault Professional can use job processor to update visualization attachments later but for best results you should temporarily modify settings Visualization Management to retain existing dwf files.

   Local copies of the files should be retained until after all migration is complete and it is best practice to add a comment so each new version of the migrated files can be identified as migrated successfully at a later date if required.

6. Click OK in Migrate Files dialog to migrate files.