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© 2015 Autodesk
Vault Data Standard – Quickstart Configuration
Markus KoechlSolutions Engineer PDM|PLM – Autodesk Central Europe
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Data Standard – Introduction
Data Standard Quickstart Configuration Workflow Examples Vault Explorer
Workflow Examples AutoCAD
Workflow Examples Inventor
Extensions / Snippets
Agenda
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Introduction
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Organize & share templates to users/groups
Templated based document creation
Customizable dialogs/data cards
Automate & standardize Numbering
Folder assignment
Meta input and validation
Custom commands
Vault Data Standard | Scope
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VDS – Quickstart Configuration
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Streamline existing VDS workflows and use cases
Add use cases, e.g. Save IPN/IDW/DWG according model’s data and project
Activate last used project or use Vault’s shortcuts
…
Add features to Vault Explorer
AutoCAD / AutoCAD Mechanical
Inventor Professional
VDS Quickstart Configuration | Scope
VDS Quickstart – Vault Explorer
Workflow Samples
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1) Help Framework – Link any custom documentation
2) Toggle categories with / without numbering*
3) Autofill Date Start as available
Create Folder | Quickstart added Features
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4) Title field auto fills with folder name if “Title” exists in category
“Title” is empty
Edit Folder | Quickstart added Features
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1) Help Framework
2) Category= Template’s category
3) Numbering scheme= Default scheme if enabled
= Selection if Default not available
4) File / Path Expander= closed if numbering enabled
= open if numbering disabled
Create File | Quickstart added Features
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1) Comment field for free text,
notes No link to category required
Line wrap enabled
Field offered in general
properties
Field added to file properties
automatically on use
Create & Edit File | Data Sheet | Comment
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CAD-BOM Tab | Virtual Components
CAD-BOM view reflects
components with existing files
only
Virtual components prevent
CAD-BOM view creation
QS CAD-BOM tab filters virtual
components and creates view
VDS Quickstart – Vault Explorer
Extensions
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Create / consume range of numbers to configure
iPart / iAssembly tables
Content Center Family components
…
Reserve Numbers
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VDS data sheets / menus added for Custom Object definitions
Organization
Person Name = First and Last Name
Overrides Numbering = Category
Task
Transmittal
Property Support Ident Number
Name = Title if numbering disabled and name field = empty
Custom Objects
VDS Quickstart – Vault Explorer
Extensions – Available via Autodesk Knowledge Network
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Custom Command | GoTo Source/Replacement
Navigate back and forth,
from actual to source or from
obsolete to current released
file.
Fits best with…
CopyDesign rule(s)
„Obsolete“ Status
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Custom Command | GoTo Source/Replacement
Download – Autodesk Knowledge Networkhttps://knowledge.autodesk.com/community/article/29066
Installation – Step by step instructions in download
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File Tab | Jobs
Adds Tab to list all pending or
failed jobs of selected file
Quickly access queue information
without opening and filtering queue
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File Tab | Jobs
Download – Autodesk KnowledgeNetworkhttps://knowledge.autodesk.com/community/article/29071
Installation – Step by step instructions in download
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ERP Tab
CAD-BOM – Filter & Reporting
Create ThinClient Links
Document Structure Tab
Create Project / Subfolders & Properties
Project based file numbering
Inherit project metadata to files
… available to VARs and going public as
documentation is completed:
VDS Quickstart – AutoCAD
Workflow Samples
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1) Remember last used folder
2) Shortcuts, shared with VE1) Shortcut Folder = Activates path
2) Shortcut File = Activates parent path
3) Pre selected1) Drawing AutoCAD for Quickstart Vault
2) Engineering for any other Vault
4) Pre selected default scheme
5) Tabbed Grid to easily extend1) ERP / ITEM tab
2) Terms Catalog tab
6) File name – auto expand if
numbering is disabled
7) Help framework
AutoCAD | Save 2D Drawing
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5) Tabbed Grid to easily extend1) ERP / ITEM tab
2) Terms Catalog tab
6) File name – auto expand if
numbering is disabled
7) Help framework
AutoCAD | Edit 2D Drawing
VDS Quickstart – Inventor
Workflow Samples
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1) Remember last used folder
2) Shortcuts, shared with VE1) Shortcut Folder = Activates path
2) Shortcut File = Activates parent path
3) Pre selected1) 3D component for Quickstart Vault
2) Engineering for any other Vault
4) Pre selected default scheme
5) Tabbed Grid to easily extend1) ERP / ITEM tab
2) Terms Catalog tab
6) File name – auto expand if
numbering is disabled
7) Help framework
Inventor | Save 3D Components
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1) Remember last used folder
2) Shortcuts, shared with VE
3) Pre selected
4) Pre selected default scheme
5) Tabbed Grid to easily extend
6) File name – auto expand if
numbering is disabled
7) Help framework
8) Thumbnail 1) usability in assembly context
Inventor | Copy 3D Components
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1) Remember last used folder
2) Shortcuts, shared with VE
3) Pre selected
4) Pre selected default scheme
5) Tabbed Grid to easily extend
6) File name – auto expand if
numbering is disabled
7) Help framework
8) Thumbnail 1) usability in assembly context
9) “None” expands File Name
Inventor | 3D Components – Save Copy As STEP
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1) Set model file’s folder
2) --
3) selected1) 3D component for Quickstart Vault
2) Engineering for any other Vault
4) Disabled according Vault Option*
5) Tabbed Grid to easily extend1) ERP / ITEM tab
2) Terms Catalog tab
6) File name – pre-set to model’s file
name, edit is allowed
7) Help framework
8) Auto retrieve model’s meta data
Inventor | Save – IPN = Model#
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Inventor | Save – IPN = new #
1) Remember last used folder
2) Shortcuts, shared with VE1) Shortcut Folder = Activates path
2) Shortcut File = Activates parent path
3) Pre selected1) 3D component for Quickstart Vault
2) Engineering for any other Vault
4) Pre selected default scheme
5) Tabbed Grid to easily extend1) ERP / ITEM tab
2) Terms Catalog tab
6) File name – auto expand if
numbering is disabled
7) Help framework
8) Auto retrieve model’s meta data
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Inventor | Save – IPN Without Model
Dependent of model Independent of model
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1) Set model file’s folder
2) --
3) selected1) Drawing Inventor for Quickstart Vault
2) Engineering for any other Vault
4) Disabled according Vault Option*
5) Tabbed Grid to easily extend1) ERP / ITEM tab
2) Terms Catalog tab
6) File name – pre-set to model’s file
name, edit is allowed
7) Help framework
8) Auto retrieve model’s meta data
Inventor | Save – IDW = Model#
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Inventor | Save – IDW/DWG = new #
1) Remember last used folder
2) Shortcuts, shared with VE1) Shortcut Folder = Activates path
2) Shortcut File = Activates parent path
3) Pre selected1) Drawing Inventor for Quickstart Vault
2) Engineering for any other Vault
4) Pre selected default scheme
5) Tabbed Grid to easily extend1) ERP / ITEM tab
2) Terms Catalog tab
6) File name – auto expand if
numbering is disabled
7) Help framework
8) Auto retrieve model’s meta data
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1) Folder set to source file’s location
2) --
3) Pre selected
4) --
5) Tabbed Grid to easily extend
6) File name – auto expand if
numbering is disabled
7) Help framework
8) --
9) “None” expands File Name
Inventor | Save Copy As – IDW
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Inventor | Save – IDW/DWG = new #
1) Remember last used folder
2) Shortcuts, shared with VE
3) Pre selected
4) Pre selected default scheme
5) Tabbed Grid to easily extend
6) File name – auto expand if
numbering is disabled
7) Help framework
8) Thumbnail
9) “None” expands File Name and
allows edit
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Inventor | Save – IDW/DWG Sketch Views Only
Dependent of model Independent of model
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copy model + copy IDW/DWG [+ replace model]
copy model + copy IPN + copy IDW/DWG [+ replace
model]
Inventor | Replace incl. Documentation
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Mirror Known Issue – reuse existing is default in any case
Solution – activate suffice, it will be overridden by VDS anyway
Inventor | Functional Workflows
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Make Part
Make Components
Known Issue – Deactivate + Activate will cause pre-select
numbering to be unsuppressed.
Solution: Simply skip numbering.
Restart Inventor to re-activate VDS
Inventor | Functional Workflows
VDS Quickstart 2017 Update 1Summary – Download - Support
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Sample configuration
Compatible with any Vault configuration based on
“Manufacturing” defaults.
Add extensions / features from Knowledge Network to any
custom configuration
Review code for #region “Quickstart” #endregion to compare
additions made
VDS Quickstart Configuration | Summary
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Autodesk Knowledge Networkhttps://knowledge.autodesk.com/profile/contributions#/article/35881
Available: 13.December 2016
VDS Quickstart Configuration | Download
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Ask your questions / report issues
http://forums.autodesk.com/t5/vault-customization/bd-p/301
VDS Quickstart Configuration | Support
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