Setting your first task

Note

This article requires that:

• PDMPublisher has been added to your vault.
• you can have activated your license. Follow instructions in this article to do that.

Your first task

To create a new task with PDMPublisher:

• Right-click on Tasks in the Administration tool and click New Task...

  

• Choose a unique name for the task.

• Choose PDMPublisher from the Add-in dropdown on the first page of the task setup dialog.

  

• After selecting PDMPublisher, click Next to continue.

  

• Configure the Execution Method page to allow which computers in your organization's network to run the task.

  • If the computers list is empty, right-click on the SOLIDWORKS PDM icon in the icon tray to access the Task Host Configuration.

    

  • You must permit PDMPublisher in the Task Host Configuration dialog.

    

• Configure the setup pages:

  • Options
  • Annotations
  • Conditions
  • Scheduled Items

• Click OK to save your task.

• Your task will be accessible from the right-click menu Under Tasks in your vault's File Explorer:

  

Warning

If you do not see the Tasks menu in File Explorer, it is possible that your PDM user setting have been configured to hide add-ins. You can configure the user settings dialog in the Administration tool:

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Setup Pages

Tab	Description
Options	Options define how files will be printed. See the options page for more details.
Annotations	Defines aliased notes that can contain text and datacard variables and define their locations in the drawing.
Conditions	Defines which files to include in the save queues when processing top-level assemblies.
Scheduled Items	Defines a saved list of files for the task to process. If this list contains files, it takes priority over files selected from the right-click Tasks menu.