Vault PlusPack App. Manual instructions

Transcription

1 Greenock CAD Service NV/SA Industrielaan 27 (IZ III) B-9320 Erembodegem Tel: Fax: Vault PlusPack App Manual instructions

2 Table of content Vault PlusPack App 1 Manual instructions 1 1. Introduction 3 2. Installation 3 3. License, registration and activation License types Registration and activation Standalone License Site License 5 4. Functionalities Options Default directories (settings) Job Names (settings) Restrictions (settings) Populate Properties (settings) Notifications (settings) General functions Help (link to this document) Helpdesk screen takeover with TeamViewer Helpdesk registration form About +Plus Pack Show Internal Vault ID s (ID s and persistent ID s) Clean Job Queue Find items and queue ( to the Job Processor) Directory functions Clone existing Vault directory structure Create rapidly new default directories Creation of (sub-)directories in the workspace Transferring directory settings (properties) to file(s) File functions Standard or custom job requests Open document link in the Vault Thin client XML Export Vault metadata to the workspace XML Export Vault/Inventor BOM data to the workspace Open related Inventor drawing Attached on items (Tab) Lifecycle status (Tab) CAD Bom (Tab) Deployment (Thunderstorm) 14

3 5.1 Backup your Vault Settings Create Deployment 14

4 1. Introduction The questions of our customers prove the need of our users. Based on these questions, Greenock developed some macros to simplify the usage of Vault. They provide added value by automating manual tasks. This out of the box solution arose from years of experience with clients in various sectors. This way, you increase your productivity and minimize the error rate in your drawing room. A brief overview of the possibilities with the Vault PlusPack App: Automatic creation of 'default' directories Submit job (submit job processor default and custom jobs) TeamViewer (Helpdesk screen takeover) Helpdesk registration form Show Internal ID s (ID s and persistent ID s) View in Thin Client (open document link in Vault web client) XML Export Vault metadata to the workspace XML Export Vault/Inventor BOM data to the workspace Find items and queue to the job processor Deployment tools Open related Inventor drawing 2. Installation The installation can be performed with the supplied installation file. Vault Plus Pack 2019.x.msi Vault PlusPack App is available for: Autodesk Vault Workgroup Autodesk Vault Professional Note: Vault PlusPack App is NOT available for Autodesk Vault Basic.

5 3. License, registration and activation 3.1 License types There are two different types available in function of the type of the +Plus Pack: Standalone o Registration per computer (limited to one computer) Site license o Registration for all computers within the same AD (active directory) domain Contact our helpdesk for more information: helpdesk@greenock.eu. 3.2 Registration and activation Via the About -button in the +Plus Pack ribbon/toolbar: also for extensions or modifications in the Vault PlusPack App this window is automatically opened once a +Plus Pack function has been selected which has not yet been registered. Click on Update Registration details and choose your license type: Standalone License or Site License : Complete your contact data and Send Request :

6 3.2.1 Standalone License After activation by the helpdesk, you will receive an with the serial number and activation code. You can complete your registration by pressing the Activate' button in the About' window: After the activation, all active data is visible and Vault PlusPack App can be used Site License After activation by the helpdesk, you will receive an containing the activation key attached. The activation key (which can be optionally merged with other keys) is to be placed at the location %programdata%\greenock CAD Service with the name Greenock.lic The same activation key can be used for other computers in the same AD domain. e.g. Greenock.lic: <GreenockSiteLicenses> <Product> <ProductKey>Inv2PdfPP2019</ProductKey> <DomainName>cloud.local</DomainName> <ActivationCode>F4-BA F-8A-EA-FD-0B-DD-C B-24-7C-8B-41-2D-F7- AA-D9-F9-07-3A-8D-0A-27-1C BF-DC-2A-7E-7F-48-2C-E1-9C-27-CB-4E-C3-E9-79-5B-98-E F-62-4D-9A DA-22</ActivationCode> <SerialNumber> </SerialNumber> <ExpireDate> T00:00:00+02:00</ExpireDate> <RequestSubmitted> T00:00:00</RequestSubmitted> </Product> </GreenockSiteLicenses>

7 4. Functionalities 4.1 Options Set +Plus Pack options (for all users), this feature is only available for Vault users with an administrator role': Default directories (settings) Set your Default Directories : Job Names (settings) Set your desired Job Types :

8 4.1.3 Restrictions (settings) Set the desired File, Directory, Custom object, Item or Change Order 'restrictions' by selecting it. These actions can t be performed any longer as from the next logon in Vault except by an administrator role. (also blocked for AutoCAD, Inventor, Office...) eyes check (file cannot be reviewed and released by the same person) This works only for the Flexible Release Process between For Review and Release Populate Properties (settings) Set your desired Populate properties : Notifications (settings) For future use

9 4.2 General functions Available on Vault Ribbon or via a right mouse click on a Vault object: Help (link to this document) Press Help ( ) to open this file (help.pdf) Helpdesk screen takeover with TeamViewer Push the TeamViewer button when asked by the helpdesk ( ) in the Vault ribbon or in the +Plus Pack menu via a right mouse click. This will open the TeamViewer download and start up from Remark: You will need an active internet connection Helpdesk registration form You can easily report your issues with Vault or +Plus Pack via the helpdesk registration form. Your data is prefilled. It suffices to describe your problem and press 'Send'. Large files can optionally be sent to our helpdesk with the "Send large files' button ( ). The helpdesk registration form is only available for our helpdesk subscribers About +Plus Pack Go to About +Plus Pack ( ). See chapter 3.2

10 4.2.5 Show Internal Vault ID s (ID s and persistent ID s) You can visualize the internal Vault IDs with this feature. This is particularly interesting in custom software or job processor. The Persistent ID will not change in principle and is often used in interfaces with external parties. Click on 'Show vault internal ID s ( ). Note: We distinguish "History File" versions and "Master File" (= latest) for persistent ID s Clean Job Queue Available through the Tools menu, +Plus Pack, Clean Job Queue ( ). This function will remove unwanted job types from the queue. This feature is only available for Vault users with administrator 'role'. Jobs which will be removed: Status FAILED + "Sync properties not allowed on non-tip versions" Not the latest version Status FAILED + "Unable to retrieve File version for id" On checking, the CAD visualization files were configured to be created by the Job Server. But before they were created by the Job Processor, the user deleted the CAD files from the Vault. Status PENDING + unknown Autodesk.Vault.DWF.Create type Delete infinite pending jobs for dwf creation of 'unknown' file types like *.doc, *.docx, *.xls, *.xlsx, *.pdf,... Jobs which will resubmit : Status FAILED + "The new job processor service is not responding." This error occurs if the JobProcessor.exe or Connectivity.JobProcessor.Delegate.Host.exe stops responding.

11 4.2.7 Find items and queue ( to the Job Processor) Available through the Tools menu, +Plus Pack, Find items and Queue ( ). This function allows to add +Plus Pack jobs (Inv2pdf, Inv2Dxf, Inv2Stp, ) or custom jobs to the job processor queue based on an advanced search. This operation is like the standard Find Ctrl+F, you only need to specify a job type. Searches can also be optionally stored for later use. Via Browse you can point out 1 or more directories to search.

12 4.3 Directory functions First select a directory, then right mouse click and +Plus Pack : Clone existing Vault directory structure Click Clone Vault Directory Structure ( ) to open the dialogue window. Choose the directory to which needs to be copied and the desired new name Name (Copy) for the directory. Optionally you can choose to copy the Category, Properties and Lifecycles states from the original directories. As an administrator, you can even take over security. Press Clone Directory Structure to complete the operation Create rapidly new default directories This function must first be configured in the menu Tools, +Plus Pack, Options, see chapter Click now New default directories ( ). Then select the appropriate subdirectories, and press Add directories. The selected directories will be created in Vault in the selected directory Creation of (sub-)directories in the workspace Click on Create Working Directories ( ). This function will create the selected directory in the workspace. Optionally, the subdirectories can be created in the workspace Transferring directory settings (properties) to file(s) This function first needs to be configured via the menu Tools, +Plus Pack, Options, see chapter Choose one or more files, then choose a directory and the 'Populate File Properties' ( Vault properties are transferred from the directory to the selected file(s). ). The configured

13 4.4 File functions Select one or more files, then right mouse click and +Plus Pack : Standard or custom job requests With this function you can apply a default (or custom) job. Press Submit job ( job type or set your own (custom) type. Then press Queue job. ) and select the desired Open document link in the Vault Thin client Press View in Thin Client ( ) to view the file in the Autodesk Vault Thin Client. This option is only available in Vault Professional XML Export Vault metadata to the workspace Press Export Metadata ( ) to export the metadata (properties) to the workspace. This file will have the same name as the original but with.xml extension XML Export Vault/Inventor BOM data to the workspace Press Export BOM ( ) to export the Inventor BOM data (BOM blob) to the workspace. This file will have the same name as the original but with.xml extension.

14 4.4.5 Open related Inventor drawing Press Open related drawing ( ) to open the related Inventor drawing(s) in Inventor Attached on items (Tab) Tab control to list the items which have the selected items as attachment Lifecycle status (Tab) Tab control with a visual representation of the lifecycle statuses and transitions. Allowed transitions are shown in green, unallowed transitions in gray CAD Bom (Tab) Tab control with a visual representation of the Vault / Inventor CAD Bomb blob (Structured/Parts only).

15 5. Deployment (Thunderstorm) This module needs to be separately installed from Plus Pack.Vault.Deployment_Vxx.x.exe. After the installation, you can see the following menu: 5.1 Backup your Vault Settings This function creates a ZIP file of your current Vault settings. Your data can eventually be restored to %AppData%\Roaming\Autodesk\Autodesk Vault Professional 2019\ 5.2 Create Deployment This function creates a backup of your current Vault settings and stores it in a directory in Vault so that they are automatically distributed to other Vault users. You can distribute the following settings: o Configuration Files o Shortcuts (My) o Working directories o Filter Configuration o Grid Configuration o Grid State o View Styles Plug-Ins o Plus Pack.Vault.Explorer o Plus Pack.Vault.JobProcessor.* o More info: %AppData%\Roaming\Autodesk\Autodesk Vault Professional 2019\Deployment.xml