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Data Standard introduction

Marco MirandolaCEOwww.coolOrange.com

Marco Mirandola Jens Kieninger

Getting to know the power of Data Standard:

An overview of what comes with the standard (ca. 20 min)

Samples, Samples, Samples (ca. 30 min)

First steps with configuring Data Standard (ca. 30 min)

Class summary

At the end of this class, you will be able to:

Know what Data Standard is, how it works, and what it is good

for

Know how flexibly Data Standard can be adapted to your needs

Know how to configure Data Standard

Know how others have implemented Data Standard

Key learning objectives

Data Standard – The standard

Shortcuts are a natural phenomenon, even with engineers:

Data Standardization Challenges

I don’t know what the details are right now

Don’t worry, we’ll catch any issues before release

I just want to get the file started

I’ll fill in the detail later on I know how to find my files

without all these properties

Data Standardization Challenges

Data is enforced too late in the process adding additional effort

Data is not entered by the document creator resulting in error or miscommunication

Data is simply missing

Files are stored in the wrong location

Its impossible to find and reuse files

Data Standardization Challenges

A solution is needed to drive design standards and processes

Manage users save locations

Control and share templates

Enforce property policies early in the design process

Provide consistent end user approach to file numbering and data entry

Data Standard In Vault Explorer

Create new standard files based on user defined templates

Manage the file types and naming based on project or folder type

Satisfy project deliverable requirements up front

Data Standard in Vault Explorer

Create new folders leveraging custom UI and properties

Leverage business logic rules to create structure and project requirements

Create detail tab / view to better understand critical properties, relationships or attachments for files, folders, items and ECO’s

Data Standard in Vault Explorer

Support for Inventor, AutoCAD and AutoCAD Mechanical

Data Standard in CAD

Data Standard in CAD

New File / Modify dialog supports: Advanced Vault file

numbering schemes Folder save location Enforcing specific

properties Mapped to iProperties in

Inventor Mapped to Title block in

AutoCAD

Demo

In order to streamline the creation of data

In order to simplify data entry

In order to avoid anarchy

In order to allow every technically skilled person to adapt Vault to his own needs

Why Data Standard?

It’s a free add-on for Vault 2014, 15, 15R2, … and for AutoCAD/M and Inventor

It’s a framework for standardizing the data flow

It’s a framework for “easily” customize Vault

What is Data Standard?

Samples

Pick subfolder from Vault

Pick first, second and third level folders from Vault

Involved files: Inventor.xaml (edit) SetFolders.ps1 (new) Default.ps1 (edit)

Complexity: middle

Depending Combo-Boxes

Select from cascading combo-boxes related values and generate a code

Involved files: Inventor.xaml (edit) CascadingCombo.ps1

(new)

Complexity: simple

Select items from within CAD

Select an item from Vault within Inventor by performing a search, and set the part number with the item number

Involved files: Inventor.xaml (edit) ItemTab(new)

Complexity: middle

Filtering numbering scheme

Show only relevant numbering schemes for according file types

Involved files: Default.ps1 (edit)

Complexity: simple

For components

For Drawings

Custom file name

Combine the generated file name with a custom property

Involved files: Default.ps1 (edit)

Complexity: simple

Hiding Number Scheme Control

Filename gets created automatically without selecting a numbering scheme

Use a Vault numbering scheme (see sample)

Get number from an external source

Sample uses a fixed Vault numbering scheme („TestScheme“) with a free text that gets filled by a property value

Folder from template

Create a new folder with the same folder structure as the selected reference folder

Involved files: Folder.xaml (edit) GetFolders.ps1 (new) CreateFolder.ps1 (edit)

Complexity: simple

New folder linked to custom object

Create a new folder and linked it to a company (custom object)

Involved files: Folder.xaml (edit) GetCompanies.ps1 (new) CreateFolder.ps1 (edit)

Complexity: simple

Uses – Where used tab

See uses and where-used combined in one tab, in other to see where-used for each component

Involved files: Uses-Where used.xaml (new) UsesWhereUsed.ps1 (new) UsesWhereUsed.dll (new) Default.ps1 (edit)

Complexity: complex

Item tab for files

See the

Involved files: Uses-Where used.xaml

(new) UsesWhereUsed.ps1 (new) UsesWhereUsed.dll (new) Default.ps1 (edit)

Complexity: complex

ERP Tab

Add a tab on the file/item context that shows data from an ERP system

Involved files: Erp.xaml (new) ErpTab.ps1 (new) Default.ps1 (edit)

Complexity: middle

New menu item – add Job to queue

Create a new menu item that queues a job in the job-queue

Involved files: Mymenu.mnu (edit) cOCreatePDF.ps1 (new)

Complexity: simple

Menu item for custom report

Create a report of all drawings related to the selected assembly

Involved files: Mymenu.mnu (edit) cOcreateDrawingReport.p

s1 (new)

Complexity: simple

Download Autodesk Data Standard www.autodesk.subscription.com > Downloads > Download Product

Enhancements Autodesk Vault Help 2015

Administrator Tasks > Vault Client Administration > Data Standard Administration

Autodesk Forum: http://forums.autodesk.com/t5/vault-customization/bd-p/301

coolOrange blog: http://blog.coolOrange.com

Videos (2014) http://www.screencast.com/users/coolOrange/folders/dsVault2014

Resources

…add a new field in a dialog

…add a new command item

…add a new tab

How to…

Adding a field

Adding a field for project information in the Inventor dialog

Edit the XAML Create a VS-XAML project link to the Inventor.xaml Reference

DataStandardUI.dll Edit the Inventor.config

Add a project proeprty

Adding a new menu item

Adding a hello world menu item Edit the mymenu.mnu Create a HelloWorld.ps1

Adding a new tab

Create a new tab Copy and paste the

Datasheet.xaml Edit the according XAML

file

The magic of Binding

XAML PowerShell

CAD/Vault

How much XAML do you speak?

Tabs are for view/actions only (suggested)

XAML is for design only, while logic goes into PowerShell

Design concepts

Learning curve

Time

Exc

item

en

t

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