Vault Data Standard Quickstart Configuration

Transcription

1 Vault Data Standard Quickstart Configuration Markus Koechl Solutions Engineer PDM PLM Autodesk Central Europe

2 Agenda Data Standard Introduction Data Standard Quickstart Configuration Workflow Examples Vault Explorer Workflow Examples AutoCAD Workflow Examples Inventor Extensions / Snippets

3 Introduction

4 Vault Data Standard Scope Organize & share templates to users/groups Templated based document creation Customizable dialogs/data cards Automate & standardize Numbering Folder assignment Meta input and validation Custom commands

5 VDS Quickstart Configuration

6 VDS Quickstart Configuration Scope Streamline existing VDS workflows and use cases Add use cases, e.g. Save IPN/IDW/DWG according model s data and project Activate last used project or use Vault s shortcuts Add features to Vault Explorer AutoCAD / AutoCAD Mechanical Inventor Professional

7 VDS Quickstart Vault Explorer Workflow Samples

8 Create Folder Quickstart added Features 1) Help Framework Link any custom documentation 2) Toggle categories with / without numbering* 3) Autofill Date Start as available

9 Edit Folder Quickstart added Features 4) Title field auto fills with folder name if Title exists in category Title is empty

10 Create File Quickstart added Features 1) Help Framework 2) Category = Template s category 3) Numbering scheme = Default scheme if enabled = Selection if Default not available 4) File / Path Expander = closed if numbering enabled = open if numbering disabled

11 Create & Edit File Data Sheet Comment 1) Comment field for free text, notes No link to category required Line wrap enabled Field offered in general properties Field added to file properties automatically on use

12 CAD-BOM Tab Virtual Components CAD-BOM view reflects components with existing files only Virtual components prevent CAD-BOM view creation QS CAD-BOM tab filters virtual components and creates view

13 VDS Quickstart Vault Explorer Extensions

14 Reserve Numbers Create / consume range of numbers to configure ipart / iassembly tables Content Center Family components

15 Custom Objects VDS data sheets / menus added for Custom Object definitions Organization Person Name = First and Last Name Overrides Numbering = Category Task Transmittal Property Support Ident Number Name = Title if numbering disabled and name field = empty

16 VDS Quickstart Vault Explorer Extensions Available via Autodesk Knowledge Network

17 Custom Command GoTo Source/Replacement Navigate back and forth, from actual to source or from obsolete to current released file. Fits best with CopyDesign rule(s) Obsolete Status

18 Custom Command GoTo Source/Replacement Download Autodesk Knowledge Network Installation Step by step instructions in download

19 File Tab Jobs Adds Tab to list all pending or failed jobs of selected file Quickly access queue information without opening and filtering queue

20 File Tab Jobs Download Autodesk KnowledgeNetwork Installation Step by step instructions in download

21 available to VARs and going public as documentation is completed: ERP Tab CAD-BOM Filter & Reporting Create ThinClient Links Document Structure Tab Create Project / Subfolders & Properties Project based file numbering Inherit project metadata to files

22 VDS Quickstart AutoCAD Workflow Samples

23 AutoCAD Save 2D Drawing 1) Remember last used folder 2) Shortcuts, shared with VE 1) Shortcut Folder = Activates path 2) Shortcut File = Activates parent path 3) Pre selected 1) Drawing AutoCAD for Quickstart Vault 2) Engineering for any other Vault 4) Pre selected default scheme 5) Tabbed Grid to easily extend 1) ERP / ITEM tab 2) Terms Catalog tab 6) File name auto expand if numbering is disabled 7) Help framework

24 AutoCAD Edit 2D Drawing 5) Tabbed Grid to easily extend 1) ERP / ITEM tab 2) Terms Catalog tab 6) File name auto expand if numbering is disabled 7) Help framework

25 VDS Quickstart Inventor Workflow Samples

26 Inventor Save 3D Components 1) Remember last used folder 2) Shortcuts, shared with VE 1) Shortcut Folder = Activates path 2) Shortcut File = Activates parent path 3) Pre selected 1) 3D component for Quickstart Vault 2) Engineering for any other Vault 4) Pre selected default scheme 5) Tabbed Grid to easily extend 1) ERP / ITEM tab 2) Terms Catalog tab 6) File name auto expand if numbering is disabled 7) Help framework

27 Inventor Copy 3D Components 1) Remember last used folder 2) Shortcuts, shared with VE 3) Pre selected 4) Pre selected default scheme 5) Tabbed Grid to easily extend 6) File name auto expand if numbering is disabled 7) Help framework 8) Thumbnail 1) usability in assembly context

28 Inventor 3D Components Save Copy As STEP 1) Remember last used folder 2) Shortcuts, shared with VE 3) Pre selected 4) Pre selected default scheme 5) Tabbed Grid to easily extend 6) File name auto expand if numbering is disabled 7) Help framework 8) Thumbnail 1) usability in assembly context 9) None expands File Name

29 Inventor Save IPN = Model# 1) Set model file s folder 2) -- 3) selected 1) 3D component for Quickstart Vault 2) Engineering for any other Vault 4) Disabled according Vault Option* 5) Tabbed Grid to easily extend 1) ERP / ITEM tab 2) Terms Catalog tab 6) File name pre-set to model s file name, edit is allowed 7) Help framework 8) Auto retrieve model s meta data

30 Inventor Save IPN = new # 1) Remember last used folder 2) Shortcuts, shared with VE 1) Shortcut Folder = Activates path 2) Shortcut File = Activates parent path 3) Pre selected 1) 3D component for Quickstart Vault 2) Engineering for any other Vault 4) Pre selected default scheme 5) Tabbed Grid to easily extend 1) ERP / ITEM tab 2) Terms Catalog tab 6) File name auto expand if numbering is disabled 7) Help framework 8) Auto retrieve model s meta data

31 Inventor Save IPN Without Model Dependent of model Independent of model

32 Inventor Save IDW = Model# 1) Set model file s folder 2) -- 3) selected 1) Drawing Inventor for Quickstart Vault 2) Engineering for any other Vault 4) Disabled according Vault Option* 5) Tabbed Grid to easily extend 1) ERP / ITEM tab 2) Terms Catalog tab 6) File name pre-set to model s file name, edit is allowed 7) Help framework 8) Auto retrieve model s meta data

33 Inventor Save IDW/DWG = new # 1) Remember last used folder 2) Shortcuts, shared with VE 1) Shortcut Folder = Activates path 2) Shortcut File = Activates parent path 3) Pre selected 1) Drawing Inventor for Quickstart Vault 2) Engineering for any other Vault 4) Pre selected default scheme 5) Tabbed Grid to easily extend 1) ERP / ITEM tab 2) Terms Catalog tab 6) File name auto expand if numbering is disabled 7) Help framework 8) Auto retrieve model s meta data

34 Inventor Save Copy As IDW 1) Folder set to source file s location 2) -- 3) Pre selected 4) -- 5) Tabbed Grid to easily extend 6) File name auto expand if numbering is disabled 7) Help framework 8) -- 9) None expands File Name

35 Inventor Save IDW/DWG = new # 1) Remember last used folder 2) Shortcuts, shared with VE 3) Pre selected 4) Pre selected default scheme 5) Tabbed Grid to easily extend 6) File name auto expand if numbering is disabled 7) Help framework 8) Thumbnail 9) None expands File Name and allows edit

36 Inventor Save IDW/DWG Sketch Views Only Dependent of model Independent of model

37 Inventor Replace incl. Documentation copy model + copy IDW/DWG [+ replace model] copy model + copy IPN + copy IDW/DWG [+ replace model]

38 Inventor Functional Workflows Mirror Known Issue reuse existing is default in any case Solution activate suffice, it will be overridden by VDS anyway

39 Inventor Functional Workflows Make Part Make Components Known Issue Deactivate + Activate will cause pre-select numbering to be unsuppressed. Solution: Simply skip numbering. Restart Inventor to re-activate VDS

40 VDS Quickstart 2017 Update 1 Summary Download - Support

41 VDS Quickstart Configuration Summary Sample configuration Compatible with any Vault configuration based on Manufacturing defaults. Add extensions / features from Knowledge Network to any custom configuration Review code for #region Quickstart #endregion to compare additions made

42 VDS Quickstart Configuration Download Autodesk Knowledge Network Available: 13.December 2016

43 VDS Quickstart Configuration Support Ask your questions / report issues

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