Integrated BIM tools, including Revit, AutoCAD, and Civil 3D
Professional CAD/CAM tools built on Inventor and AutoCAD
Any referenced datasets can be downloaded from "Module downloads" in the module overview.
Transcript
00:11
Hi.
00:12
In this video,
00:13
we will look at Vault workflows that are essential for users to get started quickly.
00:20
The purpose of this video is to demonstrate
00:23
Vault's capability of searching for files, downloading them to local workspace,
00:29
make changes, and upload them back into Vault.
00:32
Through these topics, we will see how Vault can be used to access and modify data.
00:40
Let's look at Vault's search functionality.
00:43
Autodesk Vault's
00:44
search
00:44
functionality is designed to help
00:48
users quickly and efficiently locate the data
00:51
they need within a vast repository of design files and associated metadata.
01:00
Users can enter keywords to search for files, items, and projects.
01:07
This search looks at file names, descriptions, and other index properties.
01:13
Vault supports wild card characters like
01:16
asterisk
01:17
or multiple characters
01:19
and question mark for a single character
01:22
to allow more flexible searches.
01:27
In this example, we will use project explorer space as our search workspace.
01:34
Select the project explorer,
01:39
enter the search keyword in the search dialog,
01:46
and press enter.
01:51
The results will be displayed in the main panel.
01:57
If you are not sure about the file name or the keyword,
02:02
use asterisks
02:04
for a wild card search.
02:11
Vault also has advanced search functionality which
02:14
can be accessed by clicking on the
02:17
magnifying glass icon
02:20
in the menu bar.
02:30
Users can select the entity type from the Look For drop down,
02:37
select files to search for files.
02:42
In the basic tab,
02:44
enter the search keyword
02:47
with an asterisk for a wild card search, if you're not sure about the
02:51
file
02:51
name,
02:53
and click on find now
02:56
to look for the results.
03:03
Use advanced search to search based on specific properties such as file name, date,
03:09
modified author, and custom properties.
03:14
This allows for more targeted searches.
03:23
Boolean
03:24
operators
03:25
such as and or not to combine multiple search
03:28
criteria can be used to refine the search results,
03:35
select the property dropped on,
03:38
and choose a property
03:40
to define criteria for the search.
03:43
With this example, we will use created by property
03:47
and contains as a condition
03:51
in the value field.
03:53
I will now
03:54
input
03:56
the administrator user as the
03:58
value.
04:01
Click add
04:04
and find now
04:06
to look for the search results.
04:09
You can see that in the search results,
04:11
the files that are created and checked in by the administrator
04:15
are displayed in the search results.
04:23
Now that we know how to search for a required file,
04:26
let's see how we can download files from Vault using the Get command.
04:31
The Get function in Autodesk Vault is a key feature that allows users
04:36
to retrieve copies of files from the Vault server to their local workspace.
04:43
Users can get the latest available version
04:46
of a file ensuring they are working with the most up to date information
04:51
or get a specific version of file.
04:56
It is useful for reviewing or reverting to previous iterations.
05:05
Select the file needed from the Vault,
05:08
right-click
05:09
and select the Get... command from the context menu.
05:15
The get command dialog box pops up.
05:22
Pay attention
05:23
to the available options in the dialogue.
05:27
Include dependence
05:29
option allows the users to include child files when downloading drawings,
05:34
assemblies, etc.
05:39
Click on the drop down to adjust whether attachments and library files
05:44
need to be included as well.
05:50
The include parent option allows the users to
05:53
include related documentation files such as drawings,
05:56
presentation files,
05:58
top level assemblies when downloading parts or files
06:01
that are consumed by the selected file.
06:06
Select the drop down to select whether to include direct parents,
06:11
all parents,
06:12
or
06:13
do not include any parents at all.
06:20
The checkout file
06:22
option is integrated into the get command which allows
06:25
the users to reserve the files for edit.
06:30
Select the drop down
06:32
to either
06:33
choose the source selection
06:35
or check out or to choose all files for the checkout.
06:41
You can see that the results vary based on the configuration.
06:50
Input any command as needed using the
06:53
command option,
07:04
use the drop down
07:06
to select the desired version of the file or download.
07:12
For this example, we will download the latest version of the files.
07:17
Click OK to complete the command.
07:25
The downloaded files are stored in the local workspace where
07:28
users can open edit and work on them as needed.
07:36
Next,
07:37
let's see how files can be opened from Vault.
07:41
You can open files from Vault client.
07:45
In the Vault client, you can specify whether you want to check the file out or not
07:50
when you open it.
07:52
If you check out the file, then you can make edits to it.
07:56
If you do not check out the file, the file will be read only.
08:00
Perform one of the following actions.
08:04
Select a file
08:05
and right click on it.
08:08
Select open from the context menu.
08:13
You are prompted to check out the selected file.
08:18
Select one of the following options.
08:21
Select no to get the file from the Vault and open it in the corresponding application
08:27
without checking it out.
08:29
The file will be read only.
08:31
Select
08:33
yes
08:34
to check out the file from the Vault and open it in the corresponding application.
08:50
The file can be edited in the respective CAD application.
08:54
When you are done editing the file,
08:56
save the changes and check it back into the Vault.
09:02
Note that
09:03
it is not recommended
09:05
to open the
09:06
CAD files directly from the Vault client,
09:09
which may produce undesired results.
09:14
In order to open the CAD files,
09:17
always use the Vault
09:18
add-in
09:19
in the
09:20
parent CAD application
09:23
and use
09:24
open command
09:26
on the wall ribbon.
09:28
Browse for the file
09:33
and continue to open it
09:35
from the inventor Vault add-in, as shown in this example.
09:45
Lastly, let's understand the check in command.
09:50
Files that were checked out for modification or new files
09:54
that are being added to the Vault for the first time
09:56
can be added to Vault using the check in command.
10:02
Any CAD or office application that integrates with Vault
10:05
gets a Vault add in which can be used to check in files.
10:10
We will see an example in the Inventor application for how to check in a file.
10:18
Once you have the file open in the Inventor application,
10:21
make sure that you have logged into the Vault add in.
10:27
From the add in
10:29
commands, select check in.
10:36
Include any comments as necessary
10:44
and click OK
10:45
to complete the check in.
10:54
You can see in the Vault client that the file
10:57
now has been checked in back into the Vault.
11:09
Now that we have discussed a few commands so far,
11:13
let's recap them in brief.
11:16
Get command allows you to download a file from
11:19
the Vault server to your local working folder.
11:25
Check out command reserves a file for your use, preventing others from editing it.
11:33
Open command allows you to download and reserve a file in one step,
11:38
allowing immediate editing.
11:44
New changes or new files are uploaded to Vault server through check in command.
11:50
Overall, this workflow ensures that files are securely managed and
11:55
that changes are tracked and controlled, preventing conflicts
11:60
and maintaining the integrity of the data.
Video transcript
00:11
Hi.
00:12
In this video,
00:13
we will look at Vault workflows that are essential for users to get started quickly.
00:20
The purpose of this video is to demonstrate
00:23
Vault's capability of searching for files, downloading them to local workspace,
00:29
make changes, and upload them back into Vault.
00:32
Through these topics, we will see how Vault can be used to access and modify data.
00:40
Let's look at Vault's search functionality.
00:43
Autodesk Vault's
00:44
search
00:44
functionality is designed to help
00:48
users quickly and efficiently locate the data
00:51
they need within a vast repository of design files and associated metadata.
01:00
Users can enter keywords to search for files, items, and projects.
01:07
This search looks at file names, descriptions, and other index properties.
01:13
Vault supports wild card characters like
01:16
asterisk
01:17
or multiple characters
01:19
and question mark for a single character
01:22
to allow more flexible searches.
01:27
In this example, we will use project explorer space as our search workspace.
01:34
Select the project explorer,
01:39
enter the search keyword in the search dialog,
01:46
and press enter.
01:51
The results will be displayed in the main panel.
01:57
If you are not sure about the file name or the keyword,
02:02
use asterisks
02:04
for a wild card search.
02:11
Vault also has advanced search functionality which
02:14
can be accessed by clicking on the
02:17
magnifying glass icon
02:20
in the menu bar.
02:30
Users can select the entity type from the Look For drop down,
02:37
select files to search for files.
02:42
In the basic tab,
02:44
enter the search keyword
02:47
with an asterisk for a wild card search, if you're not sure about the
02:51
file
02:51
name,
02:53
and click on find now
02:56
to look for the results.
03:03
Use advanced search to search based on specific properties such as file name, date,
03:09
modified author, and custom properties.
03:14
This allows for more targeted searches.
03:23
Boolean
03:24
operators
03:25
such as and or not to combine multiple search
03:28
criteria can be used to refine the search results,
03:35
select the property dropped on,
03:38
and choose a property
03:40
to define criteria for the search.
03:43
With this example, we will use created by property
03:47
and contains as a condition
03:51
in the value field.
03:53
I will now
03:54
input
03:56
the administrator user as the
03:58
value.
04:01
Click add
04:04
and find now
04:06
to look for the search results.
04:09
You can see that in the search results,
04:11
the files that are created and checked in by the administrator
04:15
are displayed in the search results.
04:23
Now that we know how to search for a required file,
04:26
let's see how we can download files from Vault using the Get command.
04:31
The Get function in Autodesk Vault is a key feature that allows users
04:36
to retrieve copies of files from the Vault server to their local workspace.
04:43
Users can get the latest available version
04:46
of a file ensuring they are working with the most up to date information
04:51
or get a specific version of file.
04:56
It is useful for reviewing or reverting to previous iterations.
05:05
Select the file needed from the Vault,
05:08
right-click
05:09
and select the Get... command from the context menu.
05:15
The get command dialog box pops up.
05:22
Pay attention
05:23
to the available options in the dialogue.
05:27
Include dependence
05:29
option allows the users to include child files when downloading drawings,
05:34
assemblies, etc.
05:39
Click on the drop down to adjust whether attachments and library files
05:44
need to be included as well.
05:50
The include parent option allows the users to
05:53
include related documentation files such as drawings,
05:56
presentation files,
05:58
top level assemblies when downloading parts or files
06:01
that are consumed by the selected file.
06:06
Select the drop down to select whether to include direct parents,
06:11
all parents,
06:12
or
06:13
do not include any parents at all.
06:20
The checkout file
06:22
option is integrated into the get command which allows
06:25
the users to reserve the files for edit.
06:30
Select the drop down
06:32
to either
06:33
choose the source selection
06:35
or check out or to choose all files for the checkout.
06:41
You can see that the results vary based on the configuration.
06:50
Input any command as needed using the
06:53
command option,
07:04
use the drop down
07:06
to select the desired version of the file or download.
07:12
For this example, we will download the latest version of the files.
07:17
Click OK to complete the command.
07:25
The downloaded files are stored in the local workspace where
07:28
users can open edit and work on them as needed.
07:36
Next,
07:37
let's see how files can be opened from Vault.
07:41
You can open files from Vault client.
07:45
In the Vault client, you can specify whether you want to check the file out or not
07:50
when you open it.
07:52
If you check out the file, then you can make edits to it.
07:56
If you do not check out the file, the file will be read only.
08:00
Perform one of the following actions.
08:04
Select a file
08:05
and right click on it.
08:08
Select open from the context menu.
08:13
You are prompted to check out the selected file.
08:18
Select one of the following options.
08:21
Select no to get the file from the Vault and open it in the corresponding application
08:27
without checking it out.
08:29
The file will be read only.
08:31
Select
08:33
yes
08:34
to check out the file from the Vault and open it in the corresponding application.
08:50
The file can be edited in the respective CAD application.
08:54
When you are done editing the file,
08:56
save the changes and check it back into the Vault.
09:02
Note that
09:03
it is not recommended
09:05
to open the
09:06
CAD files directly from the Vault client,
09:09
which may produce undesired results.
09:14
In order to open the CAD files,
09:17
always use the Vault
09:18
add-in
09:19
in the
09:20
parent CAD application
09:23
and use
09:24
open command
09:26
on the wall ribbon.
09:28
Browse for the file
09:33
and continue to open it
09:35
from the inventor Vault add-in, as shown in this example.
09:45
Lastly, let's understand the check in command.
09:50
Files that were checked out for modification or new files
09:54
that are being added to the Vault for the first time
09:56
can be added to Vault using the check in command.
10:02
Any CAD or office application that integrates with Vault
10:05
gets a Vault add in which can be used to check in files.
10:10
We will see an example in the Inventor application for how to check in a file.
10:18
Once you have the file open in the Inventor application,
10:21
make sure that you have logged into the Vault add in.
10:27
From the add in
10:29
commands, select check in.
10:36
Include any comments as necessary
10:44
and click OK
10:45
to complete the check in.
10:54
You can see in the Vault client that the file
10:57
now has been checked in back into the Vault.
11:09
Now that we have discussed a few commands so far,
11:13
let's recap them in brief.
11:16
Get command allows you to download a file from
11:19
the Vault server to your local working folder.
11:25
Check out command reserves a file for your use, preventing others from editing it.
11:33
Open command allows you to download and reserve a file in one step,
11:38
allowing immediate editing.
11:44
New changes or new files are uploaded to Vault server through check in command.
11:50
Overall, this workflow ensures that files are securely managed and
11:55
that changes are tracked and controlled, preventing conflicts
11:60
and maintaining the integrity of the data.
Users can enter keywords to search for files, items, and projects. This search looks at file names, descriptions, and other indexed properties. Vault supports wildcard characters like * (for multiple characters) and ? (for a single character) to allow more flexible searches.
Vault also has advanced search functionality which can be accessed by clicking on the magnifying glass icon in the Vault toolbar.
Basic Search Tab:
Advanced Search Tab:
Use Advanced search to search based on specific properties such as file name, date modified, author, and custom properties. This allows for more targeted searches.
Now that we know how to search for a required file let's see how we can download files from Vault Using the Get command.
The downloaded files are stored in the local workspace, where users can open, edit, and work on them as needed.
Next, let's see how files can be opened from Vault. You can open files from Vault client.
In the Vault Client, you can specify whether you want to check the file out or not when you open it.
If you check out the file, then you can make edits to it. If you do not check out the file, the file will be read-only.
Perform one of the following actions:
Note that it is recommended to open the CAD files using the respective CAD application.
Let's see how to do it using an Inventor example.
In the Inventor application, make sure you have logged in to the Vault add-in.
Lastly, let's understand the check-in command.
Files that were checked out for modification or new files that are being added to the Vault for the first time can be added to Vault using the Check-in command.
The latest version of a file in the vault is the last version that was checked in. Once a file is checked in, the version in the vault is incremented and the latest changes are now available for others to check out.
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