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Migrate Files

1. Purge Task

Use the Migrate Files task to migrate your files after installing a new release of Autodesk Inventor.

When selecting files to migrate, you can select files outside of or within the Vault:

Specific files.
All files in a directory including subfolders.
All files referenced by an assembly
All files in an Autodesk Inventor project.

You can add files from a remote server or remote workstation. Use a unique UNC path, such as \\server_name\our_folders. Avoid using different drive mappings or different UNC paths to the same file.

If you select a project that has a style library, any unused styles are removed during the migration process.

Tips

You can run the Purge task to do a full purge on your data. A purge cleans out the styles that did not match the style library.
You can migrate drawing files in a defer-update state. Set this option manually in the Drawing Settings dialog box to allow updates to continue.
In the migration options, use Total Rebuild to ultimately increase the performance of the Inventor application.
To ensure the full benefit of memory saving mode, migrate all of your R10 and earlier files using Task Scheduler.

Guidelines and recommendations

Back up all Autodesk Inventor files before you migrate them. Maintain the original directory structure in your backup so that you can restore files if necessary.
If you migrate specific files, follow this migration order, since assemblies depend on parts, and drawings can depend on both parts and assemblies:
1. Parts
2. Subassemblies
3. Assemblies
4. Presentations
5. Drawings
Certain types of files are skipped during migration:
- Read-only
- Previously migrated
- Built in non production versions of Autodesk Inventor, such as in a Beta version
- Files with missing references
Autodesk Inventor must be authorized on your system before you run the migration task.

Procedures

Migrate Files

Before you begin

Back up all files used in your designs: part (.ipt), assembly (.iam), presentation (.ipn), drawing (.idw, .dwg), and iFeatures (.ide).
To access files stored on a server, you can map the network drive locally or user UNC path directly.
Verify that your files resolve and open correctly in the existing version of Autodesk Inventor. Repair resolution and general problems before you proceed.
If you defined one or more custom projects instead of using the Default project, complete the following steps:
- Start your new version of Autodesk Inventor.
- On the ribbon, click Tools tab Options panel Application Options Files tab.
- In Projects Folder, verify that the appropriate project is specified.
- Close the dialog box. On the Get Started tab, Launch panel, click Projects. The projects dialog box lists your projects and guarantees that the project file is available in the migration dialog box.
Close all versions of Autodesk Inventor.

Migration Procedure

In the Autodesk Inventor Task Scheduler window, click Migrate Files.
The information in the task list switches accordingly, and shows any migrate files tasks you saved previously.
In the Autodesk Inventor Task Scheduler window, right-click and select Create Task Migrate Files.
In the Migrate Files dialog box, in Project, specify the active project.
If a vault project is active, then files are migrated from the vault. If a non vault project is active, then files are migrated from the local hard drive.
Click Add Files, Add Folder, or Add Project.
Add Files: Browse to and select individual files.
Add Folder: To include subfolders, click to place a check mark in the Recursive column. In the File Name Column, click the down arrow to specify one or more of the file types within the folder to migrate.
Add Project: Migrates all legacy files within the project you specify. If a project you select has a style library, unused styles with the same name or value as the style of the project are purged before the migrated files are saved. This process removes most unused styles from your migrated part and assembly files, assuming that most styles were never modified.
If necessary, repeat the steps to add more files and folders.
Click Options. If you do not set the options, a default set of options is used, including:
- Total Rebuild - Off.
  Turn on this option to enhance the performance of the Inventor application.
- Skip Migrated Files - On in Migrate Files, Off in Update Design.
In the Task Properties box, enter a task name and a time-out threshold.
Specify a schedule, or select the Immediately option.
NoteYou can use the Task Scheduler while you run Autodesk Inventor. For optimal performance, close all Autodesk Inventor sessions before you run a task and do not start a session while a task is running.
In Log File, leave the check box selected for the default located in Documents and Settings\(user name)\Local Settings\Temp\Task Scheduler.log
or
- Enter a file name to overwrite the default. If the log file does not exist, a log file unique to the task is created.
- Click Browse to find and select an existing file.
- To specify no log file, clear the check box.
In the Migrate Files dialog box, click OK.
If it is the first task you create during the current session, the Authentication dialog box is displayed. Enter your Microsoft Windows log in name and password.

The task is displayed in the task list. You can close the Autodesk Inventor Task Scheduler window. The task runs as scheduled.

The log file reflects the success or problems in the migration.

Increase performance in file migration

This method takes longer than selecting an entire project at a time for migration. However, it is more efficient. It loads each part and subassembly into memory one by one before freeing up the memory for the item. The software can open files without migrating them, so it reduces the time to open an assembly model.

NoteTo ensure the full benefit of memory saving mode, migrate all of your R10 and earlier files using Task Scheduler.
On the Start menu, click Programs Autodesk Autodesk Inventor [version] Tools Task Scheduler.
In the Autodesk Inventor Task Scheduler window, click Migrate Files.
In the Autodesk Inventor Task Scheduler window, right-click and select Create Task Migrate Files.
In the Migrate Files dialog box, in Project, specify the active project.
If a vault project is active, then files are migrated from the vault. If a non vault project is active, then files are migrated from the local hard drive.
Click Add Folder to migrate two or more part (.ipt) files.
To include subfolders, click to place a check mark in the Recursive column. In the File Name Column, click the down arrow to specify the file type within the folder to migrate.
Repeat the previous steps for all of the subassemblies (not the main assembly).
Repeat the steps for the main assembly.
Then repeat the steps for the drawing (.idw) and presentation (.ipn) files.
Select the files in your migration list, and click Options.
- Turn on Total Rebuild.
- Turn on Skip Migrated Files.
In the Task Properties box, enter a task name and a time-out threshold.
Specify a schedule, or select the Immediately option.
NoteFor optimal performance, close all Autodesk Inventor sessions before you run your task. Do not start a session while a task is running.
In Log File, leave the check box selected for the default located in Documents and Settings\(user name)\Local Settings\Temp\Task Scheduler.log
or
- Enter a file name to overwrite the default. If the log file does not exist, a log file unique to the task is created.
- Click Browse to find and select an existing file.
- To specify no log file, clear the check box.
Click OK.
If it is the first task you create during the current session, the Authentication dialog box displays. Enter your Microsoft Windows log in name and password.

The task is displayed in the task list. You can close the Autodesk Inventor Task Scheduler window. The task runs as scheduled.

The log file reflects the success or problems in the migration.

Migrating just the main assembly, the software loads every part and subassembly separately into memory, including recurring parts and patterned assemblies. This technique can result in out of memory and stability issues with large assemblies. Windows on a 32-bit operating system can allocate a maximum of only 2 GB of memory to each CPU process. This 2 GB limit can be spread over RAM or the pagefile. Large assemblies with component patterns can produce major issues.

References

Migrate Files

Creates and edits tasks that migrate files from the previous release of Autodesk Inventor.

Access:
	In the Autodesk Inventor Task Scheduler main menu, click Create Task Migrate Files. In the Autodesk Inventor Task Scheduler window, right-click and select Create Task Migrate Files.

Task box

	Project	Specifies the active project.
	Migrate from Vault	Select to open the Select File from Vault dialog box, where you specify files to include in the migration operation. When you run the task, the files you select are checked out, migrated to the current release, and checked back in with a comment about migration. Available after you install the Vault.
	Add Files	Displays the Open dialog box, where you can select files from the active project to add to the task. Your selection is displayed in the Input Folder and File Name columns.
	Add Folder	Provides the Browse for Folder dialog box where you can browse to folders to add to the task. Your selection includes all the Autodesk Inventor files and their dependencies, and is displayed in the Input Folder and File Name columns. To include subfolders, click the corresponding level of the Recursive column. In the File Name column, all supported file types in the folder are listed. To specify the file types within the folder to include in the task, change the entry in the File Name column.
	Add Project	Provides a list of your projects for selection. Your selection Includes all Autodesk Inventor files within the project search paths. The *.ipj file of the active project is listed in the File Name column. All files in the project that Autodesk Inventor supports (.ipt, .iam, .ipn, .idw, .dwg, .ide) are migrated and stored on your local hard drive.
	Delete	Deletes selections from the list of added files, folders, and projects.
	Recursive	Indicates whether to include subfolders in the selection.
	Input Folder	Lists the folder for the current task.
	File Name	Specifies the file name or extension to identify the files within a folder to include in the task. By default, if a folder is added, all supported file types (.ipt, .iam, .ipn, .idw, .dwg, .ide) in a selected folder are migrated. A click in the File Name cell reveals an arrow. Click the arrow for a list of available file types from which to choose.

Task Properties box

	Task Name	Automatically assigns a name to the task.
	Frequency	Specifies how often to run the task. Not available if the Immediately option is selected.
	Time Out	Specifies the maximum time a task can run before it is terminated.
	Immediately	Select to run a task immediately when you click OK. When you select Immediately, Frequency, Start Time, and Start Date are not available.
	Start Time	Specifies a time to start the task. Not available if the Immediately option is selected.
	Start Date	Specifies a date to start the task. Not available if the Immediately option is selected.
	Log File	Specifies whether this task is logged. If the option is selected, specifies the log file folder name. Use the default name and location, or browse to a different existing folder. If a specified log file does not exist in the selected folder, it is created. Overrides the log file specified in the Task Scheduler window in Settings Options Log File Options. The log file is a text file containing detailed information about the results of the migration for each individual file. You can copy these results into a Microsoft Excel spreadsheet for viewing.
	Add time stamp to log file	Select to: Add a time stamp to the log file Create a log file each time you run a task. If you schedule a task for a later time, the log file name is displayed in the Log File edit box. The report window shows a place holder without a hyperlink, as the log file is not created until you run the task. When not selected, the behavior of the hyperlink remains unchanged.

Options

Opens the Migration Options dialog box where you set options for the files to migrate.

The options available

Migration Options

Sets options to apply to all files selected for a task that migrates files locally or from a vault.

Access:
	In the Migrate files dialog box, select files to migrate, and then click Options.

Local Options

Total Rebuild	Causes part (.ipt) files to rebuild using the Rebuild All command within Autodesk Inventor. In general, it is not necessary to rebuild parts during migration. However, if you migrate from a release before R5.3, we recommend that you use the Total Rebuild option during part migration. Total Rebuild improves feature edit performance dramatically.
Skip Migrated Files	Skips files created in the new version and files migrated previously.
Skip Files with Unresolved References	Skips files that are not resolved before you start the migration.
Set Defer Updates (Drawings only)	Controls the defer update setting in a drawing file. The defer update setting keeps a drawing file in a static state. Select this option to enable the defer update setting and to migrate the drawing files in a defer update state. This setting can be reset manually in the drawing settings dialog box to allow updates to continue.
Purge Old Versions	Keeps file size to a minimum. Deletes former versions of the migrated file after the migration task finishes. Back up all the versions of the files you need before you start the migration task.
Compact Model History	Do not select this option when migrating files to a new release. This option purges rollback history used for fast feature editing. Use it only if you are working with large assemblies and experience capacity limitations.

Vault

Create DWF Attachment	Publishes a DWF attachment for each of the files being migrated.
Delete Local Copy	Deletes the local copy of each file being migrated.
Enter comments to include with this version.	Saves comments with the file versions being migrated.

Project Setting

Provides a list of the names and locations of your projects from which to select a project to include in the task you are creating.

Access:
	In the Task Manager dialog box, click Add Project. Available in the Migrate Files, Update Design, Check Out of Vault, Check In to Vault, Get Latest from Vault, and Refresh Standard Components task managers.

New	Launches the Autodesk Inventor Project Wizard where you can create a new project.
Browse	Launches the Choose project file dialog box where you can browse to and select another project.

NoteOptions are also available from the context menu in the Project Setting dialog box.

Log files

Log files save the task processing information so you can understand how the task progressed.

Log file information common to any task type

In the Operations table:
- Document Type Indicates the type of Autodesk Inventor document being migrated.
- Document Name Specifies the name of the file that is being migrated.
- Status Logs status of the operation, and reports if it succeeded or failed.
- File Location Specifies the file location.
Task Summary Logs the number of files that have been processed for the current task, and the list of files that failed to process, along with their paths. If you see a failed file name listed, you can quickly copy the path and navigate to the file to investigate the cause of the failure.
Multiple Processes When you run multiple processes, the log file identifie each process uniquely when starting and closing them. For example:
Started Inventor1 successfully
Started Inventor2 successfully
Start Time Logs the system time when the task was started.
End Time Logs the system time when the task was completed.
Error messages common to any task type:

Error message	Recommended Action
Failed to open file using Apprentice Server.	Check the input files and verify the format of added files can be read by Autodesk Inventor, and run the task again. Open and save the input files in Autodesk Inventor before you start the task.
File does not exist.	Verify the input files exist in the destination folder just before the task runs. The contents of the folder might have changed from the time the task was scheduled to the time the task started to run.
File has unresolved references.	Clear the option Skip files with resolved reference in the Migration or Update task before you run the task. Open the input file in Autodesk Inventor to set the file references correctly, save the document, and then run the task again.
File is read-only.	Remove the read-only property of input files and run the task again.
Project does not exist.	Verify the activated project exists in the destination.

Log file information unique to task types:

Migrate Files, Update Design

Log interpretation information

Open Time in seconds (column 5).
Update Difference between the number of comatose (column 5) and sick (column 6) features before and after the update.
Rebuild Difference between the number of comatose (column 5) and sick (column 6) features before and after the rebuild all.
Check Difference in the volume from when it was opened up to the point after the update and rebuild are done (column 5).
Save Time in seconds and the difference in file size (byte) before and after save (column 6).
Close Time in seconds (column 5).

Operations results table Operation types lead the rows and operation results lead the columns. The header and footer mention the build number before and after migration:

Operation column Specifies the sequence of the various operations Task Scheduler performs to process the task.

Open Opens the file in a 'migrated to' version in Autodesk Inventor.
Update Updates the old file to the new Autodesk Inventor version. Regenerates only the geometry that has significant edits in memory. This could change the file size.
Check Checks for the mass properties before and after migration of the file.
Save Saves the file to the migrated version.
Close Closes the files after migration.
Purge Deletes the previous versions of the migrated file from the Old Version folder after the migration task ends

Failures and Recommended Solutions

Operation That Failed	Cause of Failure	Recommended Action
Open	Active security tools or applications.	Disable the security tools and applications and then rerun the task.
	Other applications are running when you begin the task.	Close any applications which could terminate the Autodesk Inventor Task Scheduler process, and then run the task again.
	Other unfinished operations are running in Autodesk Inventor when you begin the task.	Close Autodesk Inventor, verify there is no Autodesk Inventor process footprint left in the Task Manager, and then run the task again.
Update	Autodesk Inventor cannot update versions of files older than R6.	Verify your files are in a version of R6 or later so that they are current enough to be updated.
	Autodesk Inventor failed to update the files.	Rebuild the failed files in Autodesk Inventor to get more information about the failure. In Migration options, check Total Rebuild, and then run the task again.
Check	Mass properties before and after migration do not match.	Open the files in Autodesk Inventor and save them to migrate to the current version or get more information about the error.
Save	Another process is running that may use the files being migrated.	Close all processes that may use the added files, and rerun the task.
	Files are set to non-write status.	Set write permissions on the files.
	Please use Rebuild instead of Update.	In the Migration options dialog box, select the Total Rebuild option, and then run the task again.
Close	Other unfinished operations are running in Autodesk Inventor when you begin the task.	Close Autodesk Inventor, verify there is no Autodesk Inventor process footprint left in the Task Manager, and then rerun the task.
Purge	Failure.	Purge the Old Versions folder manually after the migration task is finished.

Publish DWF Files, Export Files, Convert IDW to DWG

Operations results table Operation types lead the rows and operation results lead the columns:

Operation column Specifies the sequence of operations that Task Scheduler performs to process the task.

Get Translator Gets the appropriate translator in Autodesk Inventor based on the file type to prepare for translating the input file to a different output format.
Open Opens the file in the current version of Autodesk Inventor.
Export Translates the input file to the output format.
Close Closes the files after exporting.

Failures and Recommended Solutions

Operation That Failed	Cause of Failure	Recommended Action
Open	Active security tools or applications.	Disable the security tools and applications and then rerun the task.
	Other unfinished operations are running in Autodesk Inventor when you begin the task.	Close Autodesk Inventor, verify there is no Autodesk Inventor process footprint left in the Task Manager, and then rerun the task.
Export	Failure.	Create an update task to rebuild the files, and then rerun the task. Create a new export task to export the files again.
Close	Other unfinished operations are running in Autodesk Inventor when you begin the task.	Close Autodesk Inventor, verify there is no Autodesk Inventor process footprint left in the Task Manager, and run the task again.

Print Files

Operations results table Operation types lead the rows and operation results lead the columns:

Operation column Specifies the sequence of operations that are performed by Task Scheduler to publish the file.

Open Opens the file in the current version of Autodesk Inventor.
Get Manager Gets the appropriate Autodesk Inventor print manager API for printing the input documents.
Set Options Sets the print options and sends them to the selected printer.
Print Sends the input files to the selected printer and executes the print operation.
Close Closes the files after printing.

Failures and Recommended Solutions

Operation That Failed	Cause of Failure	Recommended Action
Open	Active security tools or applications.	Disable the security tools and applications and then rerun the task.
	Other unfinished operations are running in Autodesk Inventor when you begin the task.	Close Autodesk Inventor, verify there is no Autodesk Inventor process footprint left in the Task Manager, and run the task again.
Get Manager	Autodesk Inventor installation problems.	Verify that Autodesk Inventor is installed and running properly, and then run the task again.
Set Options	Autodesk Inventor installation problems.	Verify that Autodesk Inventor is installed and running properly, and then run the task again.
Print	Printer problems can cause a failure.	Check the printer settings and connection.
Close	Other unfinished operations are running in Autodesk Inventor when you begin the task.	Close Autodesk Inventor, verify there is no Autodesk Inventor process footprint left in the Task Manager, and then rerun the task.

Import Files

Operations results table Operation types lead the rows and operation results lead the columns:

Operation column Specifies the sequence of operations that are performed by Task Scheduler to process the task.

Get Translator Gets the appropriate translator in Autodesk Inventor based on the file type to prepare for translating the input file to the output format.
Open Opens the file in the current version of Autodesk Inventor.
Import Translates the input file to the output format.
Close Closes the files after importing.

Failures and Recommended Solutions

Operation That Failed	Cause of Failure	Recommended Action
Get Translator	Translator add-in is not loaded.	Open Autodesk Inventor and verify you have the corresponding translator add-in loaded.
Open	Active security tools or applications.	Disable the security tools and applications and then run the task again.
	Other unfinished operations are running in Autodesk Inventor when you begin the task.	Close Autodesk Inventor, verify there is no Autodesk Inventor process footprint left in the Task Manager, and then run the task again.
Import	Failure.	Verify that the files to import are compatible with the current version of Autodesk Inventor.
Close	Other unfinished operations are running in Autodesk Inventor when you begin the task.	Close Autodesk Inventor, verify there is no Autodesk Inventor process footprint left in the Task Manager, and then run the task again.

Check Out from Vault

Operations results table Operation types lead the rows and operation results lead the columns:

Operation column Specifies the sequence of operations that are performed by Task Scheduler to publish the file.

Check Out Checks the selected files out of the vault server to the local machine.

Failures and Recommended Solutions

Failures	Recommended Action
File already checked out. No operation performed	Check in the relevant data set before you run the check out task. Undo check out.
Failed at child	Check the resolved reference of the added files.
Vault server error	Check the vault server, and restart it if necessary.
Failed to log in to the vault server.	Verify that the username and password are still valid to log into the vault server.

Check In to Vault

Operations results table Operation types lead the rows and operation results lead the columns:

Operation column Specifies the sequence of operations that are performed by Task Scheduler to publish the file.

Check In Checks the selected files into the vault server.

Status Logs status of the operation, and reports if it succeeded or failed.

Failures and Recommended Solutions

Failures	Recommended Action
File already checked in. No operation performed	Check out the relevant data set before you check it into the vault. Remove the relevant data set from the vault server before you check it into the vault.
Failed at child	Check the resolved reference of the added files.
Inventor 9 files or older cannot be added to the Vault in this version of Task Scheduler. Migrate the files before using Task Scheduler to add the files to the vault.	Update the older versions of files first, and then run the task again.
Vault server error	Check the vault server, and restart it if necessary.
Failed to log in to the vault server.	Verify that the username and password are still valid to log into the vault server.

Get Latest Version from Vault log

Operations results table Operation types lead the rows and operation results lead the columns:

Operation column Specifies the sequence of operations that are performed by Task Scheduler to get the latest version of the file.

Get Latest Version Retrieves a read-only copy of the most recent version of the file that has been checked in.

Failures and Recommended Solutions

Failures	Recommended Action
Vault server error	Check the vault server, and restart it if necessary.
Failed to log in to the vault server.	Verify that the username and password are still valid to log into the vault server.

Refresh Standard Components

Failures	Recommended Action
Failed: Unknown error.	Part refresh failed without the ability to identify the failure reason.
Failed: The pipe part is owned by Tube&Pipe. The part must be refreshed by Tube&Pipe application.	Use the Tube & Pipe functionality to refresh the part.This message is unlikely, as the refresh command does not work with parts outside of the location of Content Center files.
Failed: Standard is owned by Tube&Pipe. The part must be refreshed by Tube&Pipe application.	Use the Tube & Pipe functionality to refresh the part. This message occurs only if the standard part is instanced by the Tube & Pipe application.
Failed: Unable to check-out from Vault.	Check for reasons why you cannot check out the file from the Vault.
Warning: Part family has a “sick” label. Check the part file for correctness.	This is a sick family warning. Check the part file and correct the sickness.
Failed: Unable to create part file. Unknown error. Failed: Unable to create part file. You don’t have R/W permission to Content Center Files location. Failed: Unable to create part file. An existing part file with the same name but belonging to another family member has been found in the family folder. Failed: Unable to create part file. An existing part file with the same name but originated from another family has been found in the family folder. Failed: Unable to set material. Failed: Unable to create part file. Part file name exceeds the limit of path length. Failed: Unable to create part file. Suppress or unsuppress of a feature(s) has failed. Failed: Unable to create part file. Thread or hole feature has not been found in the part template. Failed: Unable to create part file. Unable to create thread or hole feature. Failed: Unable to create part file. Incorrect parameter value. Failed: New part file has been successfully created,but replace in assembly has failed.	These messages might display when you create a part file. Each one is self explanatory.

Shrinkwrap Assembly

Log file items for shrinkwrap operations are common to all tasks.

Messages display to explain the nature of any failures.

The Task Summary in the log file shows how many files are processed and how many of them failed. A summary of failed files is included.

The last entry is the task end date and time.

Purge Task

Error messages	Recommended action
Purge success.	All unused materials, appearances, and styles in the specified document are purged successfully.
Skipped purge of this document because the document is not checked ou.t	Check out the file or files, and repeat the purge task.
Failed to purge all unused materials, appearances, and styles.	Migrate the specified files to your current version of Inventor, and repeat the purge task.
Skipped purge because all materials, appearances, and styes in the document are in use.	Verifies that no unused materials, appearances and styles are present in the specified document.

Sequential Task

The log detail for sequential tasks is the same as all sub-task types. Refer to the log description of each task type.

Custom Task

There is no log file information generated for custom tasks.

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