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Autodesk Vault Workgroup and Vault Collaboration
Class Information / Course Curriculum

Visit our CAD Training Course Schedule for course availability, dates and pricing.

Autodesk Vault Workgroup and Vault Collaboration Course Description


Course Description
Autodesk Vault Workgroup & Vault Collaboration expands the Autodesk Vault Essentials basic functionality to working with document lifecycles and providing knowledge of advanced data organization.

This course is intended for users and CAD administrators with basic Vault knowledge desiring to expand their skills to accommodate additional engineering workflows and data organization. This course focuses on the features of Autodesk Vault Workgroup and Vault Collaboration pertaining to document lifecycle management and advanced data organization as well as some of the extended tools in Vault Collaboration. Hands-on exercises are included to reinforce lifecycle and revision management. Students are taught how to manage lifecycles, properties, categories, and revisions.

Hands-on exercises representing real-world, industry-specific design scenarios are included.

Suggested Course Duration:         2 days
Trial CD:                                               Yes
Onscreen Exercises Included:      Yes


Topics

  • Introduction to Autodesk Vault Workgroup and Vault Collaboration
  • Lifecycle States
  • Revision Management
  • Working with Categories
  • Managing Properties
  • Automatic File Naming
  • Creating Reports
  • Job Server
  • Web Client


Who Should Attend

Students should have a good working knowledge of Autodesk CAD programs and have working knowledge of basic Vault features.


Prerequisites

It is recommended that the student have a basic working knowledge of Autodesk Inventor and/or AutoCAD, AutoCAD Mechanical, AutoCAD Electrical, or Autodesk Civil 3D. It is also recommended that the student have a working knowledge of Microsoft® Windows®.


Course Outline

Introduction to Vault Workgroup and Vault Collaboration

Lesson 1: Autodesk Vault Workgroup and Collaboration Overview

Overview
File Status
Manage Files

Lifecycle States in Vault Workgroup

Lesson 1: Lifecycle Definitions and States

Overview
Lifecycle Definitions
Viewing Lifecycle Definitions
Creating a New Lifecycle Definition
Exercise 1: Create New Lifecycle Definition

Lesson 2: Configuring Lifecycle States

Overview
Setting UP
Security
Transitions
Other Configuration Settings
Exercise 1: Configure Lifecycle Definition

Lesson 3: Changing File Lifecycle States

Overview
Change State
Exercise 1: Change Lifecycle States

Revision Management in Vault Workgroup and Collaboration

Lesson 1: Revision and Versions

Overview
Concept
Default Revision Schemes and Scheme Formats

Lesson 2: Creating and Modifying Revision Schemes

Overview
Revision Scheme and Revision Formats
Modifying an Existing Revision Scheme
Exercise: Create and Approve Change Orders

Lesson 3: Revising Files

Overview
Revise File
Revision Controlled Documents
Revisions and Lifecycles
Revise Command
Exercise 1: Revise a File

Categories in Vault Workgroup and Vault Collaboration

Lesson 1: Categories and Rules

Overview
Categories
Change Category
Rules
Exercise:1: Work with an Assembly BOM

Lesson 2: Managing Categories and Rules

Overview
Managing Categories
Exercise 1: Managing Categories

Managing Properties

Lesson 1: System-Defined Properties vs Use-Defined Properties

Overview
Learn About Terms, Data Types and Attributes
Introduction to the Property Definitions Dialog
Add or Remove a User-Defined Property
Exercise 1: Create a new User-Defined Property

Lesson 2: The Properties Grid

Overview
Hide / Restore Properties
Edit Properties from the Grid
Exercise 1: Working with Properties Grid

Lesson 3: Map Properties

Overview
Mapping Priority
Mapping
Mapping Across Data Types
Create Option
Mapping AutoCAD Block Attributes
AutoCAD Mechanical
AutoCAD Electrical
Exercise 1: Map Properties

Automatic File Naming in Vault Workgroup and Collaboration

Lesson 1: Create Custom Numbering Schemes

Overview
Define Numbering Schemes
Exercise 1: Define Custom Numbering Scheme
Exercise 2: Create a New Inventor File Numbering Scheme

Creating Reports

Lesson 1: Create Creating Reports

Overview
About Reports
Report Templates
Microsoft Report Viewer
Creating Search Reports
Exercise 1: Create a Search Report

Lesson 2: Creating Custom Report Templates

Overview
Creating a New Report Template
Including Non-Property Vault Data in a Report

Inventor In-CAD Data Management

Lesson 1: Working with Data Cards

Overview
About Data Card Views
Understanding Data Cards
Editing Properties with Data Cards
Working with Value Collectors
Manage Data Card Layout
Exercise 1: Manage a Card Deck

Lesson 2: Data Mapping and Report Generation

Overview
Introduction to the Data Mapping
Mapping Your Data
Creating Reports for Your Model
Managing Chart Elements
Managing Reports
Exercise 1: Map Your Data

Job Server in Vault Workgroup and Vault Collaboration

Lesson 1: Enable the Job Server

Overview
Job Server vs. Job Processor
Enable Job Server
Job Processor
Job Server Queue
Initiate a Job
Exercise 1: Run some Jobs and watch them in the Job Queue

Lesson 2: Configuring the Job Server

Overview
Configuration via Job Processor UI
The Configuration File
The LifeCycleEventEditor
Log File
Exercise 1: Change Settings in the Job Processor

Web Client

Lesson 1: Getting Started with the Web Client

Overview
Requirements
Configure the Browser settings
Log in /out
Printing
Searching
Configure Display Settings
Exercise 1: Get Started with Web Client

Lesson 2: Working with Files

Overview
Files Navigation Pane
Viewing the Files List
Files Detail
Exercise 1: Working with Files

Lesson 3: Working with Items

Overview
Viewing the Items List
Items Details
BOM
Exercise 1: Working with Items

Managing your Vault

Lesson 1: Active Directory

Overview
Managing Groups
Import an Active Directory domain user account
Import an Active Directory domain group
Exercise 1: Create and Edit Groups
Exercise 2: Import User / Group via Active Directory

Lesson 2: Backup and Restore

Overview
Backup the Vault
Restore the Vault
Backup Vault Data
Exercise 1: Backup your Vault

 

 

 

Note: The suggested course duration is a guideline. Course topics and duration may be modified
by the instructor based upon the knowledge and skill level of the course participants.

 

To find out more information about this course and schedule please complete our contact form and we will contact you. Driving directions are available online.
Our training courses are AIA / CES registered by the
American Institute of Architects Continuing Education Program
AIA / CES

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