Transcript
m Al ple lc p op ro yi vid ng e an d b d yA re S us C e EN st T ric fo tly r fo rev rb ie id w de o n. nly
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Essentials
Autodesk®
Vault Professional 2017 (R1)
June 2016
Authorized Publisher
© 2016 Autodesk, Inc. All rights reserved. Except as otherwise permitted by Autodesk, Inc., this publication, or parts thereof, may not be reproduced in any form, by any method, for any purpose. Certain materials included in this publication are reprinted with the permission of the copyright holder.
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m Al ple lc p op ro yi vid ng e an d b d yA re S us C e EN st T ric fo tly r fo rev rb ie id w de o n. nly
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Disclaimer
THIS PUBLICATION AND THE INFORMATION CONTAINED HEREIN IS MADE AVAILABLE BY AUTODESK, INC. “AS IS.” AUTODESK, INC. DISCLAIMS ALL WARRANTIES, EITHER EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO ANY IMPLIED WARRANTIES OF MERCHANTABILITY OR FITNESS FOR A PARTICULAR PURPOSE REGARDING THESE MATERIALS.
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Published by ASCENT Center for Technical Knowledge 630 Peter Jefferson Parkway, Suite 175 Charlottesville, VA 22911 866-527-2368 www.ascented.com
AS-VLT1701-PES1NU-SG
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IS-VLT1701-PES1NU-SG
Contents Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . iii
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Practice Files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ix Chapter 1: Introduction to Autodesk Vault Professional . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 Lesson: Autodesk Vault Professional Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2 Lesson: User Interface. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
Chapter 2: Working with Items . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17 Lesson: Creating Items . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Exercise: Assign Items to Vault Files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Exercise: Create New Items . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Lesson: Working with Items . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Exercise: Work with Items . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Lesson: Item Properties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Exercise: Work with Item Properties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Lesson: Exporting Items . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Exercise: Export Items from Vault Professional . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
18 25 32 34 43 47 53 59 62
Chapter 3: Managing Change. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 65
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Lesson: Revision Control . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Exercise: Change Lifecycle States Manually . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Lesson: Change Orders . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Exercise: Create and Approve Change Orders. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
66 71 76 93
Chapter 4: Working with Bills of Materials . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 107 Lesson: Bills of Materials . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 108 Exercise: Work with an Assembly Bill of Materials . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 120 Lesson: Integration with Autodesk Inventor . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 127 Exercise: Work with Autodesk Inventor Assemblies and BOMs. . . . . . . . . . . . . . . . . . . . . . . . . . . . 146
Chapter 5: Administering Autodesk Vault Professional. . . . . . . . . . . . . . . . . . . . . . . . . 155 Lesson: Configuring Items . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 156 Exercise: Configure Items . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 176 Exercise: Create Item Numbering Schemes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 181
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Lesson: Configuring Change Orders . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 185 Exercise: Set Up Change Orders . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 201 Lesson: Custom Objects Definition Administration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 209
Chapter 6: Reporting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 217 Lesson: Creating Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 218 Exercise: Create Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 224
Chapter 7: Working with AutoCAD Civil 3D . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 229
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Lesson: AutoCAD Civil 3D Data Management . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Exercise: Working with AutoCAD Civil 3D Files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Lesson: Sheet Set Manager Integration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Exercise: Sheet Set Manager Integration with AutoCAD Civil 3D Files . . . . . . . . . . . . . . . . . . . . .
230 236 246 249
Chapter 8: Working with Autodesk Revit . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 253 Lesson: Autodesk Revit Vault Add-in . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 254 Exercise: Working with Autodesk Revit Files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 272
Chapter 9: Thin Client. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 281 Lesson: Getting started with the Thin Client. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Exercise: Get started with the Thin Client . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Lesson: Working with Files. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Exercise: Working with Files. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Lesson: Working with Items . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Exercise: Working with Items. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
282 294 298 303 308 312
Chapter 10: Working with Active Directory, Project Sync and Replication . . . . . . . 315
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Lesson: Active Directory . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Exercise: Create and Edit Groups . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Exercise: Import User/Group via Active Directory . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Lesson: Project Sync. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Lesson: Replication . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
317 324 326 328 334
Appendix A: Additional Resources . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 345
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Contents
