Transcript
00:00
[MUSIC PLAYING]
00:04
ANDREW SHAW: Welcome and thanks for joining me.
00:06
This presentation is focused for new users which
00:09
will be creating an updated new CAD files
00:12
and sharing these files using Vault Professional.
00:16
The safe harbor statement is just a reminder
00:18
that the Autodesk software changes regularly
00:21
to continually improve the software
00:23
and make it a better experience for you.
00:25
If I happen to make any forward looking
00:27
statements in this presentation, please
00:30
do not make any buying decisions based on it.
00:33
My name is Andrew Shaw.
00:35
I'm a technical account specialist.
00:37
I have been at Autodesk since January 2012.
00:40
And my specialty is data and document management.
00:44
To begin the presentation, I will share an introduction
00:47
of the Vault workflow that is used
00:49
to create, update, and share your CAD
00:52
files in Vault Professional.
00:54
This workflow will also align with the following objectives
00:57
which will be discussed.
00:59
We will start with learning how to create new files in Vault
01:02
Professional.
01:03
This will focus both on creating new files with your CAD
01:06
software and using the Copy Design tool
01:09
within Vault. Oftentimes, you won't need to create new files
01:13
and will be modifying existing designs from the Vault.
01:16
For these situations, you will learn
01:18
how to download and check out these files using the Get
01:22
and Open commands, so you can make the required changes.
01:26
You will next learn the Vault tools
01:28
to upload your modified design versions into Vault,
01:32
as well as how to change file lifecycle states.
01:35
Finally, we will discuss how you can notify teammates
01:39
that you have updated files and how
01:41
to use the tools within Vault to review the files history,
01:46
refresh, or get the local file.
01:49
With that, let's get started.
01:51
The workflow for creating, updating, and sharing files
01:55
starts with either copying an existing file
01:58
or creating a new file.
01:59
To make changes, the file or files
02:02
need to be checked out and downloaded,
02:05
and then changes are made to your local copies.
02:08
To share the changes, the files are checked into Vault.
02:12
When files are checked in, you can also change a file state,
02:15
but this isn't always needed.
02:17
Finally, teammates can be notified
02:20
of updated files in order to refresh
02:22
our designs that may be using the file which was updated.
02:26
As I continue through the presentation,
02:28
I will reference this workflow and highlight
02:31
which stage we are at as we go.
02:34
But to begin, I wanted to provide
02:36
some general information about Vault to help you get started.
02:41
Firstly, I wanted to mention that as you
02:43
are learning Autodesk Vault, the Help Documentation is
02:47
a great resource.
02:49
I have listed five items that might be good topics that you
02:52
could look at reviewing.
02:54
The first two topics are great to help
02:56
you get started with understanding
02:58
the benefits of Vault and how, once your administrator sets
03:03
you up with access, to login.
03:06
As you will soon learn, Vault has add-in modules
03:09
that you can install on your working computer
03:11
to integrate Vault functionality directly
03:14
into your software application.
03:16
The Help Documentation on these is a great way
03:18
to get you started and learn about this.
03:21
The last topic is one that you will really
03:23
benefit from as you become more familiar with Vault
03:27
so that you can customize the screen layout of the software
03:30
with your preferences.
03:31
You can access the Help tool in Vault using the Help menu.
03:36
Once it's launched, you will find the search tool
03:38
in the top right hand corner, great for searching
03:40
for specific topics.
03:43
Autodesk Vault is a client server application
03:46
which means it has a server component and clients
03:49
with access to data on the server,
03:51
as shown here in the image.
03:53
The server and client can be installed on the same computer.
03:56
But in most cases, the server is installed
03:58
on a different machine and clients are given access to it.
04:02
The Vault server is a repository where documents and files
04:05
are stored and managed.
04:07
Users access the Vault server from a client machine.
04:11
The client machine will have the Autodesk Vault client
04:13
software installed.
04:14
This is a standalone application for viewing files in the Vault.
04:18
Users can use the Vault client software, also known
04:21
as Vault Explorer, shown in the image on the left,
04:24
as a front-end interface to access data from the server.
04:29
Users can also access the Vault using Vault add-ins, which
04:33
are modules that integrate Vault functionality directly
04:36
into software applications that you use.
04:39
The right hand image shows Inventor
04:41
with the add-in installed.
04:43
You can see a Vault tab and a browser have been added,
04:46
and it allows you to do basic Vault tasks directly
04:49
from within Inventor.
04:51
Other add-ins are available for AutoCAD, AutoCAD Mechanical,
04:54
AutoCAD Electrical, Civil 3D, et cetera.
04:58
There is also an add-in for Microsoft Office applications.
05:03
Files stored in the Vault server cannot be directly modified.
05:07
They must be downloaded from the Vault server
05:08
to a working folder on the Vault client machine
05:11
prior to viewing or making changes to a file.
05:15
The downloaded files can be read-only or read-write,
05:18
depending on if the files are checked out
05:21
from the server or not
05:23
By default, the working folder is
05:25
defined in the My Documents/Vault
05:28
folder on the Vault client.
05:30
But depending on how your Vault administrator has set up
05:33
the Vault, you may be allowed to set a specific working
05:36
for the location yourself.
05:38
This is done using the Set Working Folder option,
05:41
as shown in the image.
05:43
It is recommended that you do not change the working folder
05:45
once you start working with the files in the Vault.
05:48
Changing the working folder would create duplicate folder
05:51
structures on the local computer and might
05:53
cause problems resolving files in your CAD application.
05:57
This may be why your administrator
05:59
may limit your access for setting this folder.
06:02
Once the working folder is set up
06:04
and files are downloaded from the Vault server,
06:06
a server's file structure will be
06:08
replicated in the client's working
06:10
folder, as shown in this image.
06:12
Keep in mind that in this image, no files in the ICU
06:17
Valve, Optic Mount 2, and Rotary Vee folders
06:21
have been downloaded, so their structure is not shown.
06:25
Within Vault client, you can view the files
06:28
in the working folder using Windows File Explorer
06:31
by clicking Go To Working Folder in the Actions menu
06:34
on the client.
06:35
One final thing to keep in mind is
06:37
that only files in the working folder structure
06:40
can be checked into the Vault.
06:43
As previously mentioned, administrators
06:45
can decide whether they want to control relocation
06:48
of the working folder.
06:49
In the working folder options, they
06:51
can select to either allow users to set their own working folder
06:54
location, or they can enforce a standard location for everyone
06:58
on their client machine.
06:60
If you can't change your working folder,
07:01
it is likely that this was disabled by your administrator.
07:05
And you will receive the error message shown on the right.
07:09
As a product moves from conception through development
07:12
to completion, it is important to maintain
07:14
a history of all the parts and any engineering
07:17
related documents.
07:19
Autodesk Vault automatically manage
07:21
this using file versions.
07:24
When you initially add a file to the Vault,
07:26
it is added as version 1.
07:29
When the file is next checked out,
07:31
it is temporarily assigned the next version
07:33
number and the previous version remains unchanged.
07:37
A permanent version number is not assigned to the file
07:39
until a modified file is officially checked back in.
07:43
If the file isn't changed when it's checked back in,
07:46
it is not assigned a new version number.
07:49
So the key thing to remember here
07:51
is that with each file modification and check in,
07:53
a new file version is created and all older versions also
07:58
remain in Vault.
08:00
In Vault, you can use the History tab
08:02
to review the recorded history of all the files.
08:05
At any time, you can retrieve any older version of a file.
08:09
This means that if the current design fails,
08:12
you can go back to a previous design.
08:14
You can also view file properties
08:16
such as comments about the version, who checked it out,
08:20
when it was modified, and so on.
08:23
The Users tab is also an excellent tool for you
08:26
to know which version of files are
08:28
being used in the parent file.
08:30
For example, in the Users tab shown here,
08:33
the version of the assembly is free,
08:35
whereas the part file used is version 6.
08:39
One final term to understand is revisions.
08:42
A revision of a file is a collection
08:44
of versions with a common label, such as A or B. It often
08:49
represents a significant milestone in the design.
08:52
For example, revision A of a new component
08:55
may consist of 12 versions to get to a point
08:58
where significant progress has been made,
09:00
and it will be released for
09:04
A new revision that you started becomes a work in progress
09:08
again, and the file version will keep incrementing.
09:11
Depending on how your administrators has
09:13
set up and implemented Vault, revisions can be done manually
09:17
or they can be automatically generated
09:19
through a lifecycle change.
09:21
I will be talking more about life cycles a little later
09:24
in the presentation.
09:27
So with the introduction out of the way,
09:30
we will begin by discussing some of the methods you can use
09:32
to create files in Vault. Going back to the original workflow
09:38
that I shared, you can see that the first topic represents
09:41
the first step in the create, update, share workflow,
09:45
as shown here in green.
09:47
There are a couple of methods for getting your files
09:50
into Vault. You can either reuse an existing
09:53
design from the Vault to create a new design.
09:56
Or you can create files from scratch in your CAD software,
09:60
and then check them into Vault. In the next few slides,
10:04
I will explain these methods, and then
10:06
I will show a demonstration.
10:09
The first method I mentioned creates new files in Vault
10:12
by leveraging existing styles that already exist
10:15
in Vault. This is an efficient method
10:17
to use if your new design is similar to an existing design
10:21
because you won't have to build all the files from scratch.
10:24
In using an existing file or files,
10:28
you have the flexibility to decide
10:30
how you want to copy the file and its children
10:33
using specific Copy Design options.
10:36
I would be showing you a demonstration of the Copy
10:38
Design tool in a few minutes.
10:40
But first, I wanted to give you a quick overview
10:43
of the overall procedure broken down into five easy steps.
10:48
Initially, you need to locate a file
10:50
to copy in Vault. In the case of Inventor,
10:52
this could be a part, assembly, or even a drawing file.
10:56
Once located, you select the Copy Design option,
10:59
as I have shown here in the image.
11:02
The files that have been selected to be copied
11:04
are then presented in the Copy Design dialog box.
11:08
This is where you will customize how the file or files will
11:11
be copied.
11:12
For example, if you choose to copy an assembly,
11:15
any subassemblies and parts will all
11:18
be presented to you in the dialog box.
11:20
By defining how the file is copied,
11:22
you can set the destination folder
11:24
and whether files are included, reused, or not copied at all.
11:29
You can also set how copied files would be named.
11:32
Step four in the overall procedure
11:34
is a good reminder to verify that all options are
11:37
set as required before selecting Execute Copy.
11:41
This presentation really provides you
11:43
with an introduction to Copy Design.
11:46
For more in-depth information on this topic,
11:48
consider reviewing the Help Documentation or the Vault Copy
11:52
Design Accelerator, which is focused specifically
11:54
on this tool.
11:56
If there is no existing design in Vault, it can be reused.
12:00
You can work directly in your source CAD software,
12:03
for example, Inventor or AutoCAD, to create a file.
12:07
In fact, you can also create new Microsoft Word documents
12:11
using Vault add-ins.
12:13
The file must be saved in the working folder, which
12:15
we discussed earlier.
12:16
So in the case of Inventor, you will use the Vault project
12:19
file set up by your administrator that
12:21
reflects this folder location.
12:24
Once a new file or files are created and saved,
12:27
you will notice an icon in the Vault plaza
12:29
that indicates that the file has not yet
12:32
been checked into Vault. You can use the Check In option
12:36
on the Vault ribbon or you can use the Vault
12:38
browser to right click on the file name and click Check In.
12:43
If you had previously used Copy Design
12:45
and are ready to check in the file,
12:47
the check in procedure steps are the same.
12:51
The dialog box that appears enables you to set and control
12:54
the check in details.
12:56
At the top of the form, there are two options.
12:58
These enable you to customize what
13:00
will happen to your files on your local system
13:02
after check in.
13:04
The top option is Keep files checked out and should
13:07
be enabled if you intended to add files to Vault, maybe
13:11
for backup or sharing purposes, but then want
13:13
to still keep working on them so that no one else can
13:16
make changes.
13:18
The Close files and delete working copies option
13:21
enables you to remove all the parts from your local system
13:24
after check in.
13:25
If you choose not to select either of these options,
13:28
the files are fully checked into Vault.
13:30
And the files will remain on your local system
13:34
for future use.
13:35
However, keep in mind that if you
13:37
want to use these files again, you
13:39
should ensure that they are the most up-to-date files
13:42
before working on them, in case other users have checked out
13:46
and made changes to the source.
13:48
This list of files in the center of the form
13:50
enables you to verify the files in the folder
13:53
that they will be checked into.
13:55
At the bottom of the screen, there
13:57
is an area to add comments about the check in.
13:60
This is a great way to communicate what was changed,
14:03
or in the case of the initial check in,
14:05
you can add details on the initial design
14:08
to help teammates learn about what was done in the design.
14:12
One last thing I want to mention is
14:14
that Vault provides thumbnail previews of the files
14:17
to help you visually identify the design.
14:20
In this form I have shown here, the icon
14:22
with the red line through it is identifying
14:25
that a visualization file will not be created at check in.
14:29
To enable this, you can go into the setting options
14:32
and enable it.
14:34
This is recommended when checking
14:35
in the file for the first time so
14:37
that the thumbnail is created.
14:39
To check in the file, click OK.
14:41
The file is then added to the Vault.
14:44
Now that we have discussed these two methods,
14:45
I want to play a video that shows you
14:47
how to do this in Vault.
14:49
[VIDEO PLAYBACK]
14:50
There are two main ways to create a new file.
14:53
You can either copy an existing file
14:55
or create a new one from scratch.
14:57
First, I'll show the way of creating a new file
14:59
from an existing file using the Copy Design command in Vault.
15:04
It can be launched as a standalone application
15:06
or in Vault after selecting a file to copy, select
15:09
Copy Design from the Edit menu, or from the right click
15:13
menu as we'll do here by making a copy of the Rotary Vee
15:17
assembly.
15:19
The Copy Design window opens showing its interface
15:22
and lists the files related to the Rotary Vee assembly.
15:26
The Copy Design command enables you
15:28
to copy an entire design, including all related files.
15:32
You can see here a drawing of the Rotary Vee assembly,
15:35
it's subassemblies, and parts.
15:38
With Copy Design, you can choose to copy, reuse, replace,
15:42
or exclude specified files.
15:44
Here we'll copy the top level assembly,
15:47
one of the subassemblies, and the housing part using Copy To
15:51
from the right click menu to copy
15:53
the files into a folder that's different
15:56
from the original folder.
15:57
In this case, we'll create a new folder
15:60
and name it Rotary Vee New.
16:05
You can see that the destination path column updates
16:08
with the new folder name.
16:10
You'll see that for the drawing, it
16:12
shows Auto, which means it too will be copied.
16:15
In this example, let's also replace
16:17
one of the parts with a different part.
16:19
We'll replace cylinder with the part cylinder 2.
16:32
Now, for the naming of the copied files,
16:34
you can do this a number of ways, such as in the main table
16:38
by manually changing the names shown in the destination name
16:41
column, or using Find and Replace,
16:46
or you can do it in the numbering pane.
16:49
For this example, let's remove the default prefix and add
16:52
the suffix _new.
16:54
You can do this by right clicking in the background
16:58
and selecting Set Values, Prefix,
17:01
and selecting OK to show no prefix.
17:04
And now selecting Suffix and entering _new.
17:15
Before executing the Copy Design command,
17:18
review what you plan to do by selecting
17:20
each tab in the Actions pane.
17:23
First, select the Actions pane and then for Copy,
17:26
you see the copied files, including the drawing.
17:30
Now select Reuse to see which files are being reused.
17:34
And then Replace, you can see that the cylinder
17:37
is being replaced by the cylinder 2 part.
17:41
Now select the Execute Copy command.
17:47
When done, the check marks confirm that the Copy Design
17:50
was successful.
17:51
To see the copied files in the new folder,
17:54
select Go To from the right click menu
17:57
and select Destination Folder.
17:59
And here you'll see all the new design files in the new folder.
18:06
Now to show how to create a new file from scratch,
18:09
you can create the new file from a CAD or other authoring
18:12
program.
18:14
I'll show an example here in Autodesk Inventor
18:17
by first selecting New and then selecting
18:21
a template from the list.
18:24
We'll select the Standard part template,
18:28
and then click Create to create the part.
18:33
You can save the file locally as usual
18:35
until you are ready to share it by checking it into the Vault.
18:47
After finished modeling, click the Save icon
18:51
to save it locally to a folder that is already
18:54
mapped to a Vault folder.
18:56
Change its file name if you like, then click Save.
19:00
Let's first look at the Vault browser
19:02
to see that it's not yet in the Vault and to use Check In.
19:11
To check it in, click the Check In icon from the Vault tab,
19:18
then add your comments, and then click OK.
19:32
Now we can select the Vault icon to switch back to the Vault,
19:36
refresh the folder that it was checked into, and see the file.
19:41
Clicking on the file, we can see some information in the preview
19:44
pane.
19:45
The version is one since we've checked it in once.
19:48
We can also see our check in comment.
19:51
[END PLAYBACK]
19:53
In the previous topic, we discussed creating new files
19:56
in Vault. But oftentimes, you won't need to create new files.
19:60
You will simply need to modify existing designs
20:02
from the Vault. This topic, we'll
20:04
discuss how you can update existing files.
20:08
With reference to the original workflow that I shared,
20:11
we've now finished creating files in Vault.
20:13
And we can move into the update file stage of the create,
20:17
update, share workflow.
20:20
The three green workflow steps make up the update stage.
20:24
In order to make changes, the files
20:26
need to be checked out and downloaded,
20:29
and then changes are made to the local copies.
20:32
The final step includes checking in the file
20:35
and changing the file state if needed.
20:38
Each of these free steps will be described further
20:40
on the next slides.
20:42
And I will finish this topic off with a software demonstration.
20:46
When an update is required to an existing file,
20:49
the file needs to be downloaded to the working folder,
20:52
checked out, and opened in the CAD software.
20:56
I will be showing you a demonstration
20:57
of updating an existing file in Vault in a few minutes.
21:01
But first, I wanted to give you a quick overview
21:04
of the steps in Vault.
21:06
First, you need to locate the file in Vault to be updated.
21:10
Once located, you must initiate a Get command.
21:14
One way is from the right click menu, as shown here.
21:18
The files that have been selected
21:20
are then presented in the Get dialog box.
21:23
This is where you will select the Check Out Files
21:25
icon which adds a check mark in the Check Out column.
21:29
Additionally, you can change any options
21:32
related to whether children, parents, and related
21:36
documentation are included in the Get operation
21:39
and the working folder.
21:41
Optionally, you can add a comment describing why
21:44
you are checking out the file.
21:45
A good tip to keep in mind is that the check
21:48
out count and download count is summarized in the bottom left
21:52
of the dialog box.
21:53
So it is a good idea to review this before completing the Get.
21:57
To download and check out the file, select OK.
22:01
In the workflow we are discussing,
22:03
we are getting files with the intention
22:05
of making design changes.
22:07
If you want to simply download and use files
22:09
without making changes, you still use the Get command,
22:13
but you do not select the blue check
22:14
out option in this dialog box.
22:17
This will provide you with a read-only local version
22:20
of the file.
22:22
The final step to update the file
22:24
is to simply open the file in the CAD software.
22:26
This can be done using the Open option in the Vault client,
22:29
as I have shown here.
22:31
You also can open it directly from the working folder
22:34
or from the CAD software.
22:36
As you become more familiar with Vault,
22:38
you will learn that you can also use
22:40
Open to download the file into the working folder
22:43
and open it in the CAD software.
22:46
Then you are prompted to check out the file if not already
22:49
checked out.
22:50
This is an alternative to using Get.
22:53
However, as you are getting started
22:55
I would recommend using Get as it would allow you to add notes
22:58
and identify all the files more easily.
23:02
Once the file is open in the CAD software,
23:04
you can make any updates to the design.
23:07
In this case, we added a hole and change
23:09
the color of the part to green, as shown on the right.
23:14
Notice in the Vault browser how a status icon
23:16
shows us a white circle with a check mark.
23:19
This identifies the file is checked out to you.
23:23
In the right hand image, the file name
23:25
has an asterisk appended to the end.
23:28
This identifies to you that a save is required.
23:32
Once the file has been saved, the status icon
23:34
will turn green indicating that your local file is newer
23:38
than the version in Vault, which reminds you that you
23:41
should be checking in the file.
23:43
Additionally, the asterisk at the end of the file name
23:46
changes to a plus sign to help you identify
23:49
where the file was modified.
23:52
In the previous topic when we discussed creating files
23:55
using Copy Design as well as creating them from scratch,
23:59
the final step was checking in the files to Vault
24:01
so that other users could access them.
24:04
In the case of updating design files,
24:06
the final check in is done in the same way.
24:09
In review, there are three main steps.
24:13
First, you initiate the Check In command
24:15
from within the authoring program by selecting Check In,
24:18
as shown here.
24:20
Next, you can review and select Settings
24:22
for inclusion of the children, parents, and related files,
24:27
as well as the visualization attachment options.
24:30
Select the Keep files checked out checkbox
24:33
if required and the Close files and delete working copies
24:36
option if available and required.
24:39
You can add descriptions, and in this case,
24:42
you can see that the thumbnail image will be created.
24:45
Lastly, click OK to check in the file.
24:49
This last image that I wanted to show
24:50
you is how the status icon changes for the file
24:54
now that it's checked back into Vault. The white circle
24:57
no longer has a check mark, indicating
24:59
that it isn't checked out.
25:01
And the White circle alone indicates
25:04
the local version of the file is the same
25:06
as the version on the Vault.
25:08
You can also hover over the icons
25:11
at any time to view a tooltip.
25:13
As you can see in this image, the file
25:15
is available for check out by anyone with access
25:18
to the Vault. To manage design data,
25:22
you can control the various stages from design
25:24
to manufacturing.
25:26
To do this, you mark an item using
25:28
a file state or more specifically, a file lifecycle
25:32
state.
25:33
This represents a certain point in the lifecycle of the file.
25:37
Common lifecycle states include Work in Progress, For Review,
25:41
and Released.
25:43
Lifecycle states are set up by a Vault administrator.
25:46
In each lifecycle state, the ability
25:48
to view and modify project data is specified.
25:52
So, for example, when a file is in the Released state,
25:56
users will not be able to make changes
25:58
to the file in this state.
26:00
Vault can also be configured to automatically create
26:03
a new revision with a state change.
26:05
For example, when moving from a Released state
26:08
to a Work in Progress state, the revision
26:10
can be configured to automatically change
26:13
from revision A to B, or B to C, et cetera.
26:17
In the upcoming demo, I will be showing you
26:19
how to change the life cycle state of a file.
26:22
But first, I wanted to discuss the high level procedure.
26:25
So in the example I have shown here,
26:28
I have a part file that is currently
26:30
in the Work in Progress state.
26:32
And I want to move it to For Review state.
26:34
First, in Vault, I look at the file
26:37
and then initiate the Change State command
26:39
on the right click menu.
26:41
In the Change State dialog box, you simply
26:44
select the lifecycle state from the dropdown list.
26:47
In this case for my part, I want to move it into the
26:50
For Review state, so I am selecting that state.
26:53
In the lower portion of the dialog box,
26:56
you can define options for how children and parents would
26:58
be handled.
26:60
And you can also enter a comment.
27:02
When finished, click OK.
27:04
[VIDEO PLAYBACK]
27:05
A file residing in Vault can be
27:07
updated by using the Get command to check out the file
27:10
and download it to the local working folder for editing.
27:14
To do this, right click the file to be updated
27:17
and select Get, and expand dialog box,
27:28
then we'll select the Check Out icon.
27:30
Since by default the Get command downloads
27:33
only a read-only version of the file to the working folder
27:36
without checking it out, a check mark
27:39
is added to the Check Out column.
27:44
You can change any options related to the children,
27:48
to the parents, and to the related documentation.
27:52
And, optionally, you can add a comment describing why
27:55
you were checking out the file.
27:57
You're also shown the check out count and the download count.
28:04
Click OK when finished.
28:11
The file has been checked out, as shown by the check mark.
28:15
And now you can open it in the CAD application,
28:17
in this case, Inventor, and make the edits.
28:24
We'll make a change to the shaft from 12 inches to 20 inches.
28:33
Once the change is made, we can check it back
28:38
into the Vault for others to access.
28:44
In the Vault tab, select Check In.
28:52
Yes to save.
28:55
And then enter a comment, changed length, and then
29:01
click OK when finished.
29:08
Now going back to Vault, you can see
29:10
that the file has been checked in after doing a refresh.
29:19
And you can see the longer shaft length
29:22
in the thumbnail and the comment indicating the changed length.
29:29
Now right click the file and select Change State,
29:33
and we'll select For Review since the file is now
29:39
ready for somebody to review.
29:42
[END PLAYBACK]
29:46
The last topic in the presentation
29:48
is aligned to the last step in the workflow which
29:50
is sharing the changes you have made to your files.
29:54
At this point, you have learned that parts
29:56
can be added to Vault by copying an existing design
29:59
or simply by creating them from scratch.
30:02
You also learned how to check out parts from the Vault,
30:06
made changes to them, and then put them back in Vault.
30:09
We also discussed revisions and how to change file states.
30:14
And now the final step in the workflow
30:15
is learning how to share the changes so that your design
30:18
team knows that changes have been made.
30:21
Specifically, we will discuss how Vault can help you do this.
30:26
In a collaborative design environment,
30:28
Vault files are a bit worked on by many different users.
30:32
Check in and check out functionality
30:34
is one way Vault controls who has access to all the files.
30:38
But as we have been discussing throughout,
30:41
Vault also provides status icons in Vault client, shown
30:45
in the image on the left, and in the Vault plaza, shown
30:49
in the image on the right, to help
30:51
you know if you or others are working on files
30:54
and whether the files are up to date.
30:57
Once you're at the sharing your data stage,
31:00
understanding these icons is important.
31:04
We have introduced a number of these icons already,
31:07
but I wanted to present this as a bit of a review.
31:11
To understand what the icon is telling you,
31:13
think of the icon as a separate foreground and background icon.
31:18
Both of which are providing guidance
31:19
on the status of the file.
31:21
I kept it simple here to explain the basic icons
31:24
with a number of others that you may come across.
31:28
The Help Documentation provides a good list
31:30
by searching on keywords, status icons.
31:35
So as a reminder, once you have completed the design,
31:38
be sure to always check in with completed files.
31:41
Also remember that adding a comment helps let your team
31:45
members know what changed.
31:47
There is no internal notification system in Vault
31:50
when parts are checked in.
31:52
So you can use email or chat with colleagues
31:55
to let them know you are done and the parts are
31:58
ready for them to use.
32:01
If you personally have just received notification
32:03
that the file was updated and checked in,
32:06
you can review the file in the Vault plan
32:08
to see the version, who created the version, the date,
32:11
and a check in comment, as I have shown here.
32:15
It is also possible that you might have the modified
32:17
file already saved locally.
32:19
So a red refresh Vault status icon
32:22
will appear, indicating that new edits are available in Vault
32:26
and that your version is out of date.
32:29
To get the latest file from Vault,
32:31
you will want to refresh the file.
32:34
One final topic I wanted to mention
32:36
is how you might want to share designs
32:38
with users that don't have access
32:39
to Vault. This could be internally
32:42
with sales or externally with customers.
32:45
Autodesk shared views is a great tool for this
32:48
as it doesn't involve inner threats
32:50
with screenshots or sending native 3D model
32:54
files, which is often not even allowed with external clients.
32:58
Shared views can help you avoid these problems.
33:01
Shared views provides a better way
33:03
for designers, engineers, and visual artists
33:06
to get feedback on their work in progress, simplifying
33:09
and speeding up review cycles.
33:12
It enable users to quickly create
33:14
online visual representation from within desktop application
33:18
and generate a link that can be shared with any stakeholder.
33:22
Stakeholders can then view the shared view,
33:24
add comments and mark-up via the Autodesk viewer.
33:28
And authors can review comments and see feedback
33:32
they've received within the authoring application,
33:34
and then respond if required.
33:37
The following video shows you how shared view works.
33:41
[VIDEO PLAYBACK]
33:42
Autodesk Vault helps you to collaborate with your team
33:45
both inside and outside your organization.
33:49
Share a view of your design directly from inside Vault
33:52
to create a 2D or 3D view of all of your design
33:55
file which can be reviewed with virtually any cloud connected
33:59
browser or handheld device.
34:03
Reviewers don't have to download or install any software
34:06
to collaborate on your designs.
34:08
They just need a secure web link.
34:11
Reviewers can navigate, section, explode,
34:16
and measure your design.
34:18
All model information and structure
34:20
can be shared with the reviewer.
34:23
In addition, reviewers can comment and mark-up
34:26
on your designs.
34:27
And all comments are logged and can
34:28
be viewed in your Vault client.
34:32
Because the focus of this workflow
34:34
is work in progress feedback, the 2D and 3D viewables
34:38
are temporary visualization files, not your native CAD
34:41
data.
34:43
These temporary visualization files automatically
34:46
expire unless extended by you.
34:49
Autodesk Vault shared views help you to connect and collaborate
34:53
with your extended design team.
34:56
Ensure that your designs are correct and coordinated,
34:59
and support review and commenting
35:01
from non-CAD users with Autodesk Vault shared views.
35:04
[END PLAYBACK]
35:06
Don't forget to review Autodesk's Customer Success
35:09
Hub where you will find various catalogs of live coaching
35:13
sessions.
35:14
Autodesk offers a live coaching sessions
35:16
to companies with an enterprise business agreement.
35:19
Your team can get personalized guidance on the latest Autodesk
35:22
workflows directly from industry and product experts.
35:27
Sessions can be tailored based on your team's capabilities
35:30
and typical project use cases.
35:33
Thank you for listening.
00:00
[MUSIC PLAYING]
00:04
ANDREW SHAW: Welcome and thanks for joining me.
00:06
This presentation is focused for new users which
00:09
will be creating an updated new CAD files
00:12
and sharing these files using Vault Professional.
00:16
The safe harbor statement is just a reminder
00:18
that the Autodesk software changes regularly
00:21
to continually improve the software
00:23
and make it a better experience for you.
00:25
If I happen to make any forward looking
00:27
statements in this presentation, please
00:30
do not make any buying decisions based on it.
00:33
My name is Andrew Shaw.
00:35
I'm a technical account specialist.
00:37
I have been at Autodesk since January 2012.
00:40
And my specialty is data and document management.
00:44
To begin the presentation, I will share an introduction
00:47
of the Vault workflow that is used
00:49
to create, update, and share your CAD
00:52
files in Vault Professional.
00:54
This workflow will also align with the following objectives
00:57
which will be discussed.
00:59
We will start with learning how to create new files in Vault
01:02
Professional.
01:03
This will focus both on creating new files with your CAD
01:06
software and using the Copy Design tool
01:09
within Vault. Oftentimes, you won't need to create new files
01:13
and will be modifying existing designs from the Vault.
01:16
For these situations, you will learn
01:18
how to download and check out these files using the Get
01:22
and Open commands, so you can make the required changes.
01:26
You will next learn the Vault tools
01:28
to upload your modified design versions into Vault,
01:32
as well as how to change file lifecycle states.
01:35
Finally, we will discuss how you can notify teammates
01:39
that you have updated files and how
01:41
to use the tools within Vault to review the files history,
01:46
refresh, or get the local file.
01:49
With that, let's get started.
01:51
The workflow for creating, updating, and sharing files
01:55
starts with either copying an existing file
01:58
or creating a new file.
01:59
To make changes, the file or files
02:02
need to be checked out and downloaded,
02:05
and then changes are made to your local copies.
02:08
To share the changes, the files are checked into Vault.
02:12
When files are checked in, you can also change a file state,
02:15
but this isn't always needed.
02:17
Finally, teammates can be notified
02:20
of updated files in order to refresh
02:22
our designs that may be using the file which was updated.
02:26
As I continue through the presentation,
02:28
I will reference this workflow and highlight
02:31
which stage we are at as we go.
02:34
But to begin, I wanted to provide
02:36
some general information about Vault to help you get started.
02:41
Firstly, I wanted to mention that as you
02:43
are learning Autodesk Vault, the Help Documentation is
02:47
a great resource.
02:49
I have listed five items that might be good topics that you
02:52
could look at reviewing.
02:54
The first two topics are great to help
02:56
you get started with understanding
02:58
the benefits of Vault and how, once your administrator sets
03:03
you up with access, to login.
03:06
As you will soon learn, Vault has add-in modules
03:09
that you can install on your working computer
03:11
to integrate Vault functionality directly
03:14
into your software application.
03:16
The Help Documentation on these is a great way
03:18
to get you started and learn about this.
03:21
The last topic is one that you will really
03:23
benefit from as you become more familiar with Vault
03:27
so that you can customize the screen layout of the software
03:30
with your preferences.
03:31
You can access the Help tool in Vault using the Help menu.
03:36
Once it's launched, you will find the search tool
03:38
in the top right hand corner, great for searching
03:40
for specific topics.
03:43
Autodesk Vault is a client server application
03:46
which means it has a server component and clients
03:49
with access to data on the server,
03:51
as shown here in the image.
03:53
The server and client can be installed on the same computer.
03:56
But in most cases, the server is installed
03:58
on a different machine and clients are given access to it.
04:02
The Vault server is a repository where documents and files
04:05
are stored and managed.
04:07
Users access the Vault server from a client machine.
04:11
The client machine will have the Autodesk Vault client
04:13
software installed.
04:14
This is a standalone application for viewing files in the Vault.
04:18
Users can use the Vault client software, also known
04:21
as Vault Explorer, shown in the image on the left,
04:24
as a front-end interface to access data from the server.
04:29
Users can also access the Vault using Vault add-ins, which
04:33
are modules that integrate Vault functionality directly
04:36
into software applications that you use.
04:39
The right hand image shows Inventor
04:41
with the add-in installed.
04:43
You can see a Vault tab and a browser have been added,
04:46
and it allows you to do basic Vault tasks directly
04:49
from within Inventor.
04:51
Other add-ins are available for AutoCAD, AutoCAD Mechanical,
04:54
AutoCAD Electrical, Civil 3D, et cetera.
04:58
There is also an add-in for Microsoft Office applications.
05:03
Files stored in the Vault server cannot be directly modified.
05:07
They must be downloaded from the Vault server
05:08
to a working folder on the Vault client machine
05:11
prior to viewing or making changes to a file.
05:15
The downloaded files can be read-only or read-write,
05:18
depending on if the files are checked out
05:21
from the server or not
05:23
By default, the working folder is
05:25
defined in the My Documents/Vault
05:28
folder on the Vault client.
05:30
But depending on how your Vault administrator has set up
05:33
the Vault, you may be allowed to set a specific working
05:36
for the location yourself.
05:38
This is done using the Set Working Folder option,
05:41
as shown in the image.
05:43
It is recommended that you do not change the working folder
05:45
once you start working with the files in the Vault.
05:48
Changing the working folder would create duplicate folder
05:51
structures on the local computer and might
05:53
cause problems resolving files in your CAD application.
05:57
This may be why your administrator
05:59
may limit your access for setting this folder.
06:02
Once the working folder is set up
06:04
and files are downloaded from the Vault server,
06:06
a server's file structure will be
06:08
replicated in the client's working
06:10
folder, as shown in this image.
06:12
Keep in mind that in this image, no files in the ICU
06:17
Valve, Optic Mount 2, and Rotary Vee folders
06:21
have been downloaded, so their structure is not shown.
06:25
Within Vault client, you can view the files
06:28
in the working folder using Windows File Explorer
06:31
by clicking Go To Working Folder in the Actions menu
06:34
on the client.
06:35
One final thing to keep in mind is
06:37
that only files in the working folder structure
06:40
can be checked into the Vault.
06:43
As previously mentioned, administrators
06:45
can decide whether they want to control relocation
06:48
of the working folder.
06:49
In the working folder options, they
06:51
can select to either allow users to set their own working folder
06:54
location, or they can enforce a standard location for everyone
06:58
on their client machine.
06:60
If you can't change your working folder,
07:01
it is likely that this was disabled by your administrator.
07:05
And you will receive the error message shown on the right.
07:09
As a product moves from conception through development
07:12
to completion, it is important to maintain
07:14
a history of all the parts and any engineering
07:17
related documents.
07:19
Autodesk Vault automatically manage
07:21
this using file versions.
07:24
When you initially add a file to the Vault,
07:26
it is added as version 1.
07:29
When the file is next checked out,
07:31
it is temporarily assigned the next version
07:33
number and the previous version remains unchanged.
07:37
A permanent version number is not assigned to the file
07:39
until a modified file is officially checked back in.
07:43
If the file isn't changed when it's checked back in,
07:46
it is not assigned a new version number.
07:49
So the key thing to remember here
07:51
is that with each file modification and check in,
07:53
a new file version is created and all older versions also
07:58
remain in Vault.
08:00
In Vault, you can use the History tab
08:02
to review the recorded history of all the files.
08:05
At any time, you can retrieve any older version of a file.
08:09
This means that if the current design fails,
08:12
you can go back to a previous design.
08:14
You can also view file properties
08:16
such as comments about the version, who checked it out,
08:20
when it was modified, and so on.
08:23
The Users tab is also an excellent tool for you
08:26
to know which version of files are
08:28
being used in the parent file.
08:30
For example, in the Users tab shown here,
08:33
the version of the assembly is free,
08:35
whereas the part file used is version 6.
08:39
One final term to understand is revisions.
08:42
A revision of a file is a collection
08:44
of versions with a common label, such as A or B. It often
08:49
represents a significant milestone in the design.
08:52
For example, revision A of a new component
08:55
may consist of 12 versions to get to a point
08:58
where significant progress has been made,
09:00
and it will be released for
09:04
A new revision that you started becomes a work in progress
09:08
again, and the file version will keep incrementing.
09:11
Depending on how your administrators has
09:13
set up and implemented Vault, revisions can be done manually
09:17
or they can be automatically generated
09:19
through a lifecycle change.
09:21
I will be talking more about life cycles a little later
09:24
in the presentation.
09:27
So with the introduction out of the way,
09:30
we will begin by discussing some of the methods you can use
09:32
to create files in Vault. Going back to the original workflow
09:38
that I shared, you can see that the first topic represents
09:41
the first step in the create, update, share workflow,
09:45
as shown here in green.
09:47
There are a couple of methods for getting your files
09:50
into Vault. You can either reuse an existing
09:53
design from the Vault to create a new design.
09:56
Or you can create files from scratch in your CAD software,
09:60
and then check them into Vault. In the next few slides,
10:04
I will explain these methods, and then
10:06
I will show a demonstration.
10:09
The first method I mentioned creates new files in Vault
10:12
by leveraging existing styles that already exist
10:15
in Vault. This is an efficient method
10:17
to use if your new design is similar to an existing design
10:21
because you won't have to build all the files from scratch.
10:24
In using an existing file or files,
10:28
you have the flexibility to decide
10:30
how you want to copy the file and its children
10:33
using specific Copy Design options.
10:36
I would be showing you a demonstration of the Copy
10:38
Design tool in a few minutes.
10:40
But first, I wanted to give you a quick overview
10:43
of the overall procedure broken down into five easy steps.
10:48
Initially, you need to locate a file
10:50
to copy in Vault. In the case of Inventor,
10:52
this could be a part, assembly, or even a drawing file.
10:56
Once located, you select the Copy Design option,
10:59
as I have shown here in the image.
11:02
The files that have been selected to be copied
11:04
are then presented in the Copy Design dialog box.
11:08
This is where you will customize how the file or files will
11:11
be copied.
11:12
For example, if you choose to copy an assembly,
11:15
any subassemblies and parts will all
11:18
be presented to you in the dialog box.
11:20
By defining how the file is copied,
11:22
you can set the destination folder
11:24
and whether files are included, reused, or not copied at all.
11:29
You can also set how copied files would be named.
11:32
Step four in the overall procedure
11:34
is a good reminder to verify that all options are
11:37
set as required before selecting Execute Copy.
11:41
This presentation really provides you
11:43
with an introduction to Copy Design.
11:46
For more in-depth information on this topic,
11:48
consider reviewing the Help Documentation or the Vault Copy
11:52
Design Accelerator, which is focused specifically
11:54
on this tool.
11:56
If there is no existing design in Vault, it can be reused.
12:00
You can work directly in your source CAD software,
12:03
for example, Inventor or AutoCAD, to create a file.
12:07
In fact, you can also create new Microsoft Word documents
12:11
using Vault add-ins.
12:13
The file must be saved in the working folder, which
12:15
we discussed earlier.
12:16
So in the case of Inventor, you will use the Vault project
12:19
file set up by your administrator that
12:21
reflects this folder location.
12:24
Once a new file or files are created and saved,
12:27
you will notice an icon in the Vault plaza
12:29
that indicates that the file has not yet
12:32
been checked into Vault. You can use the Check In option
12:36
on the Vault ribbon or you can use the Vault
12:38
browser to right click on the file name and click Check In.
12:43
If you had previously used Copy Design
12:45
and are ready to check in the file,
12:47
the check in procedure steps are the same.
12:51
The dialog box that appears enables you to set and control
12:54
the check in details.
12:56
At the top of the form, there are two options.
12:58
These enable you to customize what
13:00
will happen to your files on your local system
13:02
after check in.
13:04
The top option is Keep files checked out and should
13:07
be enabled if you intended to add files to Vault, maybe
13:11
for backup or sharing purposes, but then want
13:13
to still keep working on them so that no one else can
13:16
make changes.
13:18
The Close files and delete working copies option
13:21
enables you to remove all the parts from your local system
13:24
after check in.
13:25
If you choose not to select either of these options,
13:28
the files are fully checked into Vault.
13:30
And the files will remain on your local system
13:34
for future use.
13:35
However, keep in mind that if you
13:37
want to use these files again, you
13:39
should ensure that they are the most up-to-date files
13:42
before working on them, in case other users have checked out
13:46
and made changes to the source.
13:48
This list of files in the center of the form
13:50
enables you to verify the files in the folder
13:53
that they will be checked into.
13:55
At the bottom of the screen, there
13:57
is an area to add comments about the check in.
13:60
This is a great way to communicate what was changed,
14:03
or in the case of the initial check in,
14:05
you can add details on the initial design
14:08
to help teammates learn about what was done in the design.
14:12
One last thing I want to mention is
14:14
that Vault provides thumbnail previews of the files
14:17
to help you visually identify the design.
14:20
In this form I have shown here, the icon
14:22
with the red line through it is identifying
14:25
that a visualization file will not be created at check in.
14:29
To enable this, you can go into the setting options
14:32
and enable it.
14:34
This is recommended when checking
14:35
in the file for the first time so
14:37
that the thumbnail is created.
14:39
To check in the file, click OK.
14:41
The file is then added to the Vault.
14:44
Now that we have discussed these two methods,
14:45
I want to play a video that shows you
14:47
how to do this in Vault.
14:49
[VIDEO PLAYBACK]
14:50
There are two main ways to create a new file.
14:53
You can either copy an existing file
14:55
or create a new one from scratch.
14:57
First, I'll show the way of creating a new file
14:59
from an existing file using the Copy Design command in Vault.
15:04
It can be launched as a standalone application
15:06
or in Vault after selecting a file to copy, select
15:09
Copy Design from the Edit menu, or from the right click
15:13
menu as we'll do here by making a copy of the Rotary Vee
15:17
assembly.
15:19
The Copy Design window opens showing its interface
15:22
and lists the files related to the Rotary Vee assembly.
15:26
The Copy Design command enables you
15:28
to copy an entire design, including all related files.
15:32
You can see here a drawing of the Rotary Vee assembly,
15:35
it's subassemblies, and parts.
15:38
With Copy Design, you can choose to copy, reuse, replace,
15:42
or exclude specified files.
15:44
Here we'll copy the top level assembly,
15:47
one of the subassemblies, and the housing part using Copy To
15:51
from the right click menu to copy
15:53
the files into a folder that's different
15:56
from the original folder.
15:57
In this case, we'll create a new folder
15:60
and name it Rotary Vee New.
16:05
You can see that the destination path column updates
16:08
with the new folder name.
16:10
You'll see that for the drawing, it
16:12
shows Auto, which means it too will be copied.
16:15
In this example, let's also replace
16:17
one of the parts with a different part.
16:19
We'll replace cylinder with the part cylinder 2.
16:32
Now, for the naming of the copied files,
16:34
you can do this a number of ways, such as in the main table
16:38
by manually changing the names shown in the destination name
16:41
column, or using Find and Replace,
16:46
or you can do it in the numbering pane.
16:49
For this example, let's remove the default prefix and add
16:52
the suffix _new.
16:54
You can do this by right clicking in the background
16:58
and selecting Set Values, Prefix,
17:01
and selecting OK to show no prefix.
17:04
And now selecting Suffix and entering _new.
17:15
Before executing the Copy Design command,
17:18
review what you plan to do by selecting
17:20
each tab in the Actions pane.
17:23
First, select the Actions pane and then for Copy,
17:26
you see the copied files, including the drawing.
17:30
Now select Reuse to see which files are being reused.
17:34
And then Replace, you can see that the cylinder
17:37
is being replaced by the cylinder 2 part.
17:41
Now select the Execute Copy command.
17:47
When done, the check marks confirm that the Copy Design
17:50
was successful.
17:51
To see the copied files in the new folder,
17:54
select Go To from the right click menu
17:57
and select Destination Folder.
17:59
And here you'll see all the new design files in the new folder.
18:06
Now to show how to create a new file from scratch,
18:09
you can create the new file from a CAD or other authoring
18:12
program.
18:14
I'll show an example here in Autodesk Inventor
18:17
by first selecting New and then selecting
18:21
a template from the list.
18:24
We'll select the Standard part template,
18:28
and then click Create to create the part.
18:33
You can save the file locally as usual
18:35
until you are ready to share it by checking it into the Vault.
18:47
After finished modeling, click the Save icon
18:51
to save it locally to a folder that is already
18:54
mapped to a Vault folder.
18:56
Change its file name if you like, then click Save.
19:00
Let's first look at the Vault browser
19:02
to see that it's not yet in the Vault and to use Check In.
19:11
To check it in, click the Check In icon from the Vault tab,
19:18
then add your comments, and then click OK.
19:32
Now we can select the Vault icon to switch back to the Vault,
19:36
refresh the folder that it was checked into, and see the file.
19:41
Clicking on the file, we can see some information in the preview
19:44
pane.
19:45
The version is one since we've checked it in once.
19:48
We can also see our check in comment.
19:51
[END PLAYBACK]
19:53
In the previous topic, we discussed creating new files
19:56
in Vault. But oftentimes, you won't need to create new files.
19:60
You will simply need to modify existing designs
20:02
from the Vault. This topic, we'll
20:04
discuss how you can update existing files.
20:08
With reference to the original workflow that I shared,
20:11
we've now finished creating files in Vault.
20:13
And we can move into the update file stage of the create,
20:17
update, share workflow.
20:20
The three green workflow steps make up the update stage.
20:24
In order to make changes, the files
20:26
need to be checked out and downloaded,
20:29
and then changes are made to the local copies.
20:32
The final step includes checking in the file
20:35
and changing the file state if needed.
20:38
Each of these free steps will be described further
20:40
on the next slides.
20:42
And I will finish this topic off with a software demonstration.
20:46
When an update is required to an existing file,
20:49
the file needs to be downloaded to the working folder,
20:52
checked out, and opened in the CAD software.
20:56
I will be showing you a demonstration
20:57
of updating an existing file in Vault in a few minutes.
21:01
But first, I wanted to give you a quick overview
21:04
of the steps in Vault.
21:06
First, you need to locate the file in Vault to be updated.
21:10
Once located, you must initiate a Get command.
21:14
One way is from the right click menu, as shown here.
21:18
The files that have been selected
21:20
are then presented in the Get dialog box.
21:23
This is where you will select the Check Out Files
21:25
icon which adds a check mark in the Check Out column.
21:29
Additionally, you can change any options
21:32
related to whether children, parents, and related
21:36
documentation are included in the Get operation
21:39
and the working folder.
21:41
Optionally, you can add a comment describing why
21:44
you are checking out the file.
21:45
A good tip to keep in mind is that the check
21:48
out count and download count is summarized in the bottom left
21:52
of the dialog box.
21:53
So it is a good idea to review this before completing the Get.
21:57
To download and check out the file, select OK.
22:01
In the workflow we are discussing,
22:03
we are getting files with the intention
22:05
of making design changes.
22:07
If you want to simply download and use files
22:09
without making changes, you still use the Get command,
22:13
but you do not select the blue check
22:14
out option in this dialog box.
22:17
This will provide you with a read-only local version
22:20
of the file.
22:22
The final step to update the file
22:24
is to simply open the file in the CAD software.
22:26
This can be done using the Open option in the Vault client,
22:29
as I have shown here.
22:31
You also can open it directly from the working folder
22:34
or from the CAD software.
22:36
As you become more familiar with Vault,
22:38
you will learn that you can also use
22:40
Open to download the file into the working folder
22:43
and open it in the CAD software.
22:46
Then you are prompted to check out the file if not already
22:49
checked out.
22:50
This is an alternative to using Get.
22:53
However, as you are getting started
22:55
I would recommend using Get as it would allow you to add notes
22:58
and identify all the files more easily.
23:02
Once the file is open in the CAD software,
23:04
you can make any updates to the design.
23:07
In this case, we added a hole and change
23:09
the color of the part to green, as shown on the right.
23:14
Notice in the Vault browser how a status icon
23:16
shows us a white circle with a check mark.
23:19
This identifies the file is checked out to you.
23:23
In the right hand image, the file name
23:25
has an asterisk appended to the end.
23:28
This identifies to you that a save is required.
23:32
Once the file has been saved, the status icon
23:34
will turn green indicating that your local file is newer
23:38
than the version in Vault, which reminds you that you
23:41
should be checking in the file.
23:43
Additionally, the asterisk at the end of the file name
23:46
changes to a plus sign to help you identify
23:49
where the file was modified.
23:52
In the previous topic when we discussed creating files
23:55
using Copy Design as well as creating them from scratch,
23:59
the final step was checking in the files to Vault
24:01
so that other users could access them.
24:04
In the case of updating design files,
24:06
the final check in is done in the same way.
24:09
In review, there are three main steps.
24:13
First, you initiate the Check In command
24:15
from within the authoring program by selecting Check In,
24:18
as shown here.
24:20
Next, you can review and select Settings
24:22
for inclusion of the children, parents, and related files,
24:27
as well as the visualization attachment options.
24:30
Select the Keep files checked out checkbox
24:33
if required and the Close files and delete working copies
24:36
option if available and required.
24:39
You can add descriptions, and in this case,
24:42
you can see that the thumbnail image will be created.
24:45
Lastly, click OK to check in the file.
24:49
This last image that I wanted to show
24:50
you is how the status icon changes for the file
24:54
now that it's checked back into Vault. The white circle
24:57
no longer has a check mark, indicating
24:59
that it isn't checked out.
25:01
And the White circle alone indicates
25:04
the local version of the file is the same
25:06
as the version on the Vault.
25:08
You can also hover over the icons
25:11
at any time to view a tooltip.
25:13
As you can see in this image, the file
25:15
is available for check out by anyone with access
25:18
to the Vault. To manage design data,
25:22
you can control the various stages from design
25:24
to manufacturing.
25:26
To do this, you mark an item using
25:28
a file state or more specifically, a file lifecycle
25:32
state.
25:33
This represents a certain point in the lifecycle of the file.
25:37
Common lifecycle states include Work in Progress, For Review,
25:41
and Released.
25:43
Lifecycle states are set up by a Vault administrator.
25:46
In each lifecycle state, the ability
25:48
to view and modify project data is specified.
25:52
So, for example, when a file is in the Released state,
25:56
users will not be able to make changes
25:58
to the file in this state.
26:00
Vault can also be configured to automatically create
26:03
a new revision with a state change.
26:05
For example, when moving from a Released state
26:08
to a Work in Progress state, the revision
26:10
can be configured to automatically change
26:13
from revision A to B, or B to C, et cetera.
26:17
In the upcoming demo, I will be showing you
26:19
how to change the life cycle state of a file.
26:22
But first, I wanted to discuss the high level procedure.
26:25
So in the example I have shown here,
26:28
I have a part file that is currently
26:30
in the Work in Progress state.
26:32
And I want to move it to For Review state.
26:34
First, in Vault, I look at the file
26:37
and then initiate the Change State command
26:39
on the right click menu.
26:41
In the Change State dialog box, you simply
26:44
select the lifecycle state from the dropdown list.
26:47
In this case for my part, I want to move it into the
26:50
For Review state, so I am selecting that state.
26:53
In the lower portion of the dialog box,
26:56
you can define options for how children and parents would
26:58
be handled.
26:60
And you can also enter a comment.
27:02
When finished, click OK.
27:04
[VIDEO PLAYBACK]
27:05
A file residing in Vault can be
27:07
updated by using the Get command to check out the file
27:10
and download it to the local working folder for editing.
27:14
To do this, right click the file to be updated
27:17
and select Get, and expand dialog box,
27:28
then we'll select the Check Out icon.
27:30
Since by default the Get command downloads
27:33
only a read-only version of the file to the working folder
27:36
without checking it out, a check mark
27:39
is added to the Check Out column.
27:44
You can change any options related to the children,
27:48
to the parents, and to the related documentation.
27:52
And, optionally, you can add a comment describing why
27:55
you were checking out the file.
27:57
You're also shown the check out count and the download count.
28:04
Click OK when finished.
28:11
The file has been checked out, as shown by the check mark.
28:15
And now you can open it in the CAD application,
28:17
in this case, Inventor, and make the edits.
28:24
We'll make a change to the shaft from 12 inches to 20 inches.
28:33
Once the change is made, we can check it back
28:38
into the Vault for others to access.
28:44
In the Vault tab, select Check In.
28:52
Yes to save.
28:55
And then enter a comment, changed length, and then
29:01
click OK when finished.
29:08
Now going back to Vault, you can see
29:10
that the file has been checked in after doing a refresh.
29:19
And you can see the longer shaft length
29:22
in the thumbnail and the comment indicating the changed length.
29:29
Now right click the file and select Change State,
29:33
and we'll select For Review since the file is now
29:39
ready for somebody to review.
29:42
[END PLAYBACK]
29:46
The last topic in the presentation
29:48
is aligned to the last step in the workflow which
29:50
is sharing the changes you have made to your files.
29:54
At this point, you have learned that parts
29:56
can be added to Vault by copying an existing design
29:59
or simply by creating them from scratch.
30:02
You also learned how to check out parts from the Vault,
30:06
made changes to them, and then put them back in Vault.
30:09
We also discussed revisions and how to change file states.
30:14
And now the final step in the workflow
30:15
is learning how to share the changes so that your design
30:18
team knows that changes have been made.
30:21
Specifically, we will discuss how Vault can help you do this.
30:26
In a collaborative design environment,
30:28
Vault files are a bit worked on by many different users.
30:32
Check in and check out functionality
30:34
is one way Vault controls who has access to all the files.
30:38
But as we have been discussing throughout,
30:41
Vault also provides status icons in Vault client, shown
30:45
in the image on the left, and in the Vault plaza, shown
30:49
in the image on the right, to help
30:51
you know if you or others are working on files
30:54
and whether the files are up to date.
30:57
Once you're at the sharing your data stage,
31:00
understanding these icons is important.
31:04
We have introduced a number of these icons already,
31:07
but I wanted to present this as a bit of a review.
31:11
To understand what the icon is telling you,
31:13
think of the icon as a separate foreground and background icon.
31:18
Both of which are providing guidance
31:19
on the status of the file.
31:21
I kept it simple here to explain the basic icons
31:24
with a number of others that you may come across.
31:28
The Help Documentation provides a good list
31:30
by searching on keywords, status icons.
31:35
So as a reminder, once you have completed the design,
31:38
be sure to always check in with completed files.
31:41
Also remember that adding a comment helps let your team
31:45
members know what changed.
31:47
There is no internal notification system in Vault
31:50
when parts are checked in.
31:52
So you can use email or chat with colleagues
31:55
to let them know you are done and the parts are
31:58
ready for them to use.
32:01
If you personally have just received notification
32:03
that the file was updated and checked in,
32:06
you can review the file in the Vault plan
32:08
to see the version, who created the version, the date,
32:11
and a check in comment, as I have shown here.
32:15
It is also possible that you might have the modified
32:17
file already saved locally.
32:19
So a red refresh Vault status icon
32:22
will appear, indicating that new edits are available in Vault
32:26
and that your version is out of date.
32:29
To get the latest file from Vault,
32:31
you will want to refresh the file.
32:34
One final topic I wanted to mention
32:36
is how you might want to share designs
32:38
with users that don't have access
32:39
to Vault. This could be internally
32:42
with sales or externally with customers.
32:45
Autodesk shared views is a great tool for this
32:48
as it doesn't involve inner threats
32:50
with screenshots or sending native 3D model
32:54
files, which is often not even allowed with external clients.
32:58
Shared views can help you avoid these problems.
33:01
Shared views provides a better way
33:03
for designers, engineers, and visual artists
33:06
to get feedback on their work in progress, simplifying
33:09
and speeding up review cycles.
33:12
It enable users to quickly create
33:14
online visual representation from within desktop application
33:18
and generate a link that can be shared with any stakeholder.
33:22
Stakeholders can then view the shared view,
33:24
add comments and mark-up via the Autodesk viewer.
33:28
And authors can review comments and see feedback
33:32
they've received within the authoring application,
33:34
and then respond if required.
33:37
The following video shows you how shared view works.
33:41
[VIDEO PLAYBACK]
33:42
Autodesk Vault helps you to collaborate with your team
33:45
both inside and outside your organization.
33:49
Share a view of your design directly from inside Vault
33:52
to create a 2D or 3D view of all of your design
33:55
file which can be reviewed with virtually any cloud connected
33:59
browser or handheld device.
34:03
Reviewers don't have to download or install any software
34:06
to collaborate on your designs.
34:08
They just need a secure web link.
34:11
Reviewers can navigate, section, explode,
34:16
and measure your design.
34:18
All model information and structure
34:20
can be shared with the reviewer.
34:23
In addition, reviewers can comment and mark-up
34:26
on your designs.
34:27
And all comments are logged and can
34:28
be viewed in your Vault client.
34:32
Because the focus of this workflow
34:34
is work in progress feedback, the 2D and 3D viewables
34:38
are temporary visualization files, not your native CAD
34:41
data.
34:43
These temporary visualization files automatically
34:46
expire unless extended by you.
34:49
Autodesk Vault shared views help you to connect and collaborate
34:53
with your extended design team.
34:56
Ensure that your designs are correct and coordinated,
34:59
and support review and commenting
35:01
from non-CAD users with Autodesk Vault shared views.
35:04
[END PLAYBACK]
35:06
Don't forget to review Autodesk's Customer Success
35:09
Hub where you will find various catalogs of live coaching
35:13
sessions.
35:14
Autodesk offers a live coaching sessions
35:16
to companies with an enterprise business agreement.
35:19
Your team can get personalized guidance on the latest Autodesk
35:22
workflows directly from industry and product experts.
35:27
Sessions can be tailored based on your team's capabilities
35:30
and typical project use cases.
35:33
Thank you for listening.
