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Autodesk Vault Workgroup and Vault Collaboration

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.

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

Suggested Course Duration: 2 days
Onscreen Exercises Included: Yes

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 Card
    • 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

Training Objectives

  • 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


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 Dates

There are no dates scheduled for this course at this time. Please Contact Us to request a new course date or view our full course schedule for similar courses.


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.

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