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Sunday, March 27, 2011

Captain's Log - Migrating from Inventor 2011 to 2012

“desire to migrate is strong.”
Roberto Suro

As I sat staring at the progress bar for my Autodesk Inventor 2012 download.  The words "Download Complete" greet me like gifts under the Christmas tree.

The enthusiastic geek in me wants shout "Saddle up!  Lock and load!", click on the self-executing zip file and bask in tingly feeling that only comes with a new software release.

But this time, something stays my hand.  But how do you want to go about this?  My inner voice asks. 

In a rare deviation from my normal behavior.  I actually listen to my inner voice.  

I can't just dispose of 2011.  I have testing to do, files that still need to remain in 2011.  I can't just throw the switch.

So this is my little journey about I decided to move my personal data over.  I'm not writing this as some sort of decree of the "Best Practice" or "Whitepaper".   I'm not standing on a virtual hill shouting "By order the king, thou shalt migrate thy Inventor data in using the aforementioned process."

This is just what I chose to do, for reasons that I thought would best work with my data.  I hope that you find this helpful as you decide to make you're own migrations.

So what do I need to be able to do with my data when I'm done?
  1. I'm using Vault, so I want to transition the data from Inventor 2011 & Vault 2011, to Inventor 2012 & Vault 2012 ultimately.
  2. Item 1 means I'll need to have a project file for Inventor 2011, & Inventor 2012.  These projects will be looking at the same set of working folders
  3. In need to have Design Data that can be used in both Inventor 2011, and Inventor 2012
  4. I need to have templates that can be used in both Inventor 2011 and Inventor 2012. 
So my first step?  Start copying stuff!  I make copies of my project file, design data folders, and template folders.  Fortunately, I keep my Design Data and Templates in one subfolder, and I locate them via a setting in my project folder, so this is pretty easy

The New Folders Copied
Now with copies made, I first migrate my templates.  I'm going to do that using Task Scheduler.

Then I migrate my design data, using Style Library Manager

Then I change the locations my project is pointing at.  Save that, and I'm ready to go!

Changing the location in my project file

So there we have it.  I've copied my project file, and migrated my templates and design data.  Now I have my original data for use in Inventor 2011, as well as new, migrated data for Inventor 2012!


  1. Excellent post Jon, and very timely (It saves me having to dig my notes out from last year :)

  2. Thanks, Paul! I know every time a new release roles out, I have to take a few minutes to think about my migration steps.

    I always tell myself I should write them down, but then I get distracted by something else...

  3. I like your reference to Star Trek in the title...

  4. so can you take files that you have created and put them back into 2011 inventor and work on them. can you work backwards? or only forwards

  5. Tanner. Not backwards. Always forward.

    The only way to "go back" would be via STEP, SAT, or similar.