Task Host Setup Checklist for SOLIDWORKS PDM

This article presents conditions that need to be met for a SOLIDWORKS PDM task host to run properly. Note that his article is NOT about how to configure a task host; we covered that topic here: Configure a Computer to Be a Task Host.

Main conditions

• The machine must be a task host.
• The machine name of the task host must be selected in the “Execution method” of task settings.
• The task host machine must be on and logged into Windows
• After power outages, this condition is typically not met for a task server. Your IT can help you set up an automatic login to the task server.
• PDM Vault View of task host must be logged in as the user set to run the task.
• After power outages, some machines boot up again, but this condition is not met.
• On a task server, the PDM vault view must be opened in windows explorer at least once to log in.
• Typically, our customer’s IT set up PDM automatic log-in and a windows task scheduler task to open the path to the vault view. This triggers the auto-login after reboot.

Other conditions

• SOLIDWORKS Task Add-in must be up to date.
• All proper .NET and other prerequisites must be installed with SOLIDWORKS CAD.
• SOLIDWORKS must be able to run macros.
• Pop-up messages from SOLIDWORKS must be dismissed and set to “don’t show again”.
• Load Referenced Documents setting in SOLIDWORKS must be set to “None”.
• SOLIDWORKS CAD > Tools > Options > External references > Load Referenced Documents
• A SOLIDWORKS CAD floating/network license must be available.
• A SOLIDWORKS PDM license must be available for task host.

More helpful SOLIDWORKS PDM Tutorials

How to Merge Groups in SOLIDWORKS PDM

SOLIDWORKS PDM Client Installation on an Existing SOLIDWORKS Installation

SOLIDWORKS PDM and Windows Authentication Smart Cards