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© 2015 Autodesk Vault Data Standard Quickstart Configuration Markus Koechl Solutions Engineer PDM|PLM Autodesk Central Europe

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Page 1: Vault Data Standard 2017 - Autodesk Knowledge Network · © 2015 Autodesk Vault Data Standard ... © 2015 Autodesk Inventor | Save

© 2015 Autodesk

Vault Data Standard – Quickstart Configuration

Markus KoechlSolutions Engineer PDM|PLM – Autodesk Central Europe

Page 2: Vault Data Standard 2017 - Autodesk Knowledge Network · © 2015 Autodesk Vault Data Standard ... © 2015 Autodesk Inventor | Save

© 2015 Autodesk

Data Standard – Introduction

Data Standard Quickstart Configuration Workflow Examples Vault Explorer

Workflow Examples AutoCAD

Workflow Examples Inventor

Extensions / Snippets

Agenda

Page 3: Vault Data Standard 2017 - Autodesk Knowledge Network · © 2015 Autodesk Vault Data Standard ... © 2015 Autodesk Inventor | Save

© 2015 Autodesk

Introduction

Page 4: Vault Data Standard 2017 - Autodesk Knowledge Network · © 2015 Autodesk Vault Data Standard ... © 2015 Autodesk Inventor | Save

© 2015 Autodesk

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

Page 5: Vault Data Standard 2017 - Autodesk Knowledge Network · © 2015 Autodesk Vault Data Standard ... © 2015 Autodesk Inventor | Save

© 2015 Autodesk

VDS – Quickstart Configuration

Page 6: Vault Data Standard 2017 - Autodesk Knowledge Network · © 2015 Autodesk Vault Data Standard ... © 2015 Autodesk Inventor | Save

© 2015 Autodesk

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

Page 7: Vault Data Standard 2017 - Autodesk Knowledge Network · © 2015 Autodesk Vault Data Standard ... © 2015 Autodesk Inventor | Save

VDS Quickstart – Vault Explorer

Workflow Samples

Page 8: Vault Data Standard 2017 - Autodesk Knowledge Network · © 2015 Autodesk Vault Data Standard ... © 2015 Autodesk Inventor | Save

© 2015 Autodesk

1) Help Framework – Link any custom documentation

2) Toggle categories with / without numbering*

3) Autofill Date Start as available

Create Folder | Quickstart added Features

Page 9: Vault Data Standard 2017 - Autodesk Knowledge Network · © 2015 Autodesk Vault Data Standard ... © 2015 Autodesk Inventor | Save

© 2015 Autodesk

4) Title field auto fills with folder name if “Title” exists in category

“Title” is empty

Edit Folder | Quickstart added Features

Page 10: Vault Data Standard 2017 - Autodesk Knowledge Network · © 2015 Autodesk Vault Data Standard ... © 2015 Autodesk Inventor | Save

© 2015 Autodesk

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

Page 11: Vault Data Standard 2017 - Autodesk Knowledge Network · © 2015 Autodesk Vault Data Standard ... © 2015 Autodesk Inventor | Save

© 2015 Autodesk

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

Page 12: Vault Data Standard 2017 - Autodesk Knowledge Network · © 2015 Autodesk Vault Data Standard ... © 2015 Autodesk Inventor | Save

© 2015 Autodesk

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

Page 13: Vault Data Standard 2017 - Autodesk Knowledge Network · © 2015 Autodesk Vault Data Standard ... © 2015 Autodesk Inventor | Save

VDS Quickstart – Vault Explorer

Extensions

Page 14: Vault Data Standard 2017 - Autodesk Knowledge Network · © 2015 Autodesk Vault Data Standard ... © 2015 Autodesk Inventor | Save

© 2015 Autodesk

Create / consume range of numbers to configure

iPart / iAssembly tables

Content Center Family components

Reserve Numbers

Page 15: Vault Data Standard 2017 - Autodesk Knowledge Network · © 2015 Autodesk Vault Data Standard ... © 2015 Autodesk Inventor | Save

© 2015 Autodesk

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

Page 16: Vault Data Standard 2017 - Autodesk Knowledge Network · © 2015 Autodesk Vault Data Standard ... © 2015 Autodesk Inventor | Save

VDS Quickstart – Vault Explorer

Extensions – Available via Autodesk Knowledge Network

Page 17: Vault Data Standard 2017 - Autodesk Knowledge Network · © 2015 Autodesk Vault Data Standard ... © 2015 Autodesk Inventor | Save

© 2015 Autodesk

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

Page 18: Vault Data Standard 2017 - Autodesk Knowledge Network · © 2015 Autodesk Vault Data Standard ... © 2015 Autodesk Inventor | Save

© 2015 Autodesk

Custom Command | GoTo Source/Replacement

Download – Autodesk Knowledge Networkhttps://knowledge.autodesk.com/community/article/29066

Installation – Step by step instructions in download

Page 19: Vault Data Standard 2017 - Autodesk Knowledge Network · © 2015 Autodesk Vault Data Standard ... © 2015 Autodesk Inventor | Save

© 2015 Autodesk

File Tab | Jobs

Adds Tab to list all pending or

failed jobs of selected file

Quickly access queue information

without opening and filtering queue

Page 20: Vault Data Standard 2017 - Autodesk Knowledge Network · © 2015 Autodesk Vault Data Standard ... © 2015 Autodesk Inventor | Save

© 2015 Autodesk

File Tab | Jobs

Download – Autodesk KnowledgeNetworkhttps://knowledge.autodesk.com/community/article/29071

Installation – Step by step instructions in download

Page 21: Vault Data Standard 2017 - Autodesk Knowledge Network · © 2015 Autodesk Vault Data Standard ... © 2015 Autodesk Inventor | Save

© 2015 Autodesk

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:

Page 22: Vault Data Standard 2017 - Autodesk Knowledge Network · © 2015 Autodesk Vault Data Standard ... © 2015 Autodesk Inventor | Save

VDS Quickstart – AutoCAD

Workflow Samples

Page 23: Vault Data Standard 2017 - Autodesk Knowledge Network · © 2015 Autodesk Vault Data Standard ... © 2015 Autodesk Inventor | Save

© 2015 Autodesk

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

Page 24: Vault Data Standard 2017 - Autodesk Knowledge Network · © 2015 Autodesk Vault Data Standard ... © 2015 Autodesk Inventor | Save

© 2015 Autodesk

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

Page 25: Vault Data Standard 2017 - Autodesk Knowledge Network · © 2015 Autodesk Vault Data Standard ... © 2015 Autodesk Inventor | Save

VDS Quickstart – Inventor

Workflow Samples

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© 2015 Autodesk

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

Page 27: Vault Data Standard 2017 - Autodesk Knowledge Network · © 2015 Autodesk Vault Data Standard ... © 2015 Autodesk Inventor | Save

© 2015 Autodesk

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

Page 28: Vault Data Standard 2017 - Autodesk Knowledge Network · © 2015 Autodesk Vault Data Standard ... © 2015 Autodesk Inventor | Save

© 2015 Autodesk

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

Page 29: Vault Data Standard 2017 - Autodesk Knowledge Network · © 2015 Autodesk Vault Data Standard ... © 2015 Autodesk Inventor | Save

© 2015 Autodesk

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#

Page 30: Vault Data Standard 2017 - Autodesk Knowledge Network · © 2015 Autodesk Vault Data Standard ... © 2015 Autodesk Inventor | Save

© 2015 Autodesk

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

Page 31: Vault Data Standard 2017 - Autodesk Knowledge Network · © 2015 Autodesk Vault Data Standard ... © 2015 Autodesk Inventor | Save

© 2015 Autodesk

Inventor | Save – IPN Without Model

Dependent of model Independent of model

Page 32: Vault Data Standard 2017 - Autodesk Knowledge Network · © 2015 Autodesk Vault Data Standard ... © 2015 Autodesk Inventor | Save

© 2015 Autodesk

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#

Page 33: Vault Data Standard 2017 - Autodesk Knowledge Network · © 2015 Autodesk Vault Data Standard ... © 2015 Autodesk Inventor | Save

© 2015 Autodesk

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

Page 34: Vault Data Standard 2017 - Autodesk Knowledge Network · © 2015 Autodesk Vault Data Standard ... © 2015 Autodesk Inventor | Save

© 2015 Autodesk

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

Page 35: Vault Data Standard 2017 - Autodesk Knowledge Network · © 2015 Autodesk Vault Data Standard ... © 2015 Autodesk Inventor | Save

© 2015 Autodesk

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

Page 36: Vault Data Standard 2017 - Autodesk Knowledge Network · © 2015 Autodesk Vault Data Standard ... © 2015 Autodesk Inventor | Save

© 2015 Autodesk

Inventor | Save – IDW/DWG Sketch Views Only

Dependent of model Independent of model

Page 37: Vault Data Standard 2017 - Autodesk Knowledge Network · © 2015 Autodesk Vault Data Standard ... © 2015 Autodesk Inventor | Save

© 2015 Autodesk

copy model + copy IDW/DWG [+ replace model]

copy model + copy IPN + copy IDW/DWG [+ replace

model]

Inventor | Replace incl. Documentation

Page 38: Vault Data Standard 2017 - Autodesk Knowledge Network · © 2015 Autodesk Vault Data Standard ... © 2015 Autodesk Inventor | Save

© 2015 Autodesk

Mirror Known Issue – reuse existing is default in any case

Solution – activate suffice, it will be overridden by VDS anyway

Inventor | Functional Workflows

Page 39: Vault Data Standard 2017 - Autodesk Knowledge Network · © 2015 Autodesk Vault Data Standard ... © 2015 Autodesk Inventor | Save

© 2015 Autodesk

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

Page 40: Vault Data Standard 2017 - Autodesk Knowledge Network · © 2015 Autodesk Vault Data Standard ... © 2015 Autodesk Inventor | Save

VDS Quickstart 2017 Update 1Summary – Download - Support

Page 41: Vault Data Standard 2017 - Autodesk Knowledge Network · © 2015 Autodesk Vault Data Standard ... © 2015 Autodesk Inventor | Save

© 2015 Autodesk

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

Page 42: Vault Data Standard 2017 - Autodesk Knowledge Network · © 2015 Autodesk Vault Data Standard ... © 2015 Autodesk Inventor | Save

© 2015 Autodesk

Autodesk Knowledge Networkhttps://knowledge.autodesk.com/profile/contributions#/article/35881

Available: 13.December 2016

VDS Quickstart Configuration | Download

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© 2015 Autodesk

Ask your questions / report issues

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

VDS Quickstart Configuration | Support

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© 2015 Autodesk