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
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