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
00:10
We'll be looking at how to include non CAD users in your operational workflows.
00:17
Traditionally, engineers are the core beneficiaries from using a product data management system.
00:23
After all,
00:24
they are the ones who actually create the design data that get stored there and it helps them save time by better managing all that data.
00:35
But all that information can be useful to people throughout the organization if they have access to it.
00:43
For example, program and project managers who are hands off with CAD can still need to review models,
00:51
and approve a design release and ECOs.
00:55
They also need to know the current status of projects.
00:60
Manufacturing obviously needs the data, whether it is to print out the drawing,
01:06
get the bill of materials, or initiate an ECO due to manufacturability issues.
01:14
Tech pubs clearly need access to the design data but they also create documentation that needs to be managed.
01:22
And sales needs access as well primarily to get to the released designs,
01:28
but they could also be managing their quotes and bids or participate in ECOs.
01:35
These are just a few examples.
01:37
There are many other teams that could benefit from access to all the design data in a variety of ways.
01:44
And that is what we'll talk about today.
01:49
The Autodesk Vault Thin client.
01:51
allows the user to explore the content of Vault from a web browser.
01:57
If the Vault server is configured to allow access free of firewall, you can access set Vault data from anywhere.
02:07
With the Thin client, you can perform read access tasks in Vault, such as searching the Vault and viewing five history and properties.
02:18
If, in addition, you have an Autodesk Vault office license,
02:23
you can also perform administrative tasks such as add fires to the Vault,
02:29
check fires into the Vault, check fires out of the Vault, review items and bills of materials.
02:37
The following video shows the fin client in action.
02:41
Updated with the modern look and feel the Autodesk Thin client extends the benefits of Vault document management to the entire work group,
02:48
including non-CAD users.
02:50
Simple and easy to navigate,
02:52
users are able to collaborate in one central secure location where they can view, search, print, and mark up.
03:00
The project explorer view enables visibility to documents stored in the Vault, as well as the ability to view its contents in multiple ways.
03:09
Customize your view or as the administrator configure a default view for your project and team.
03:15
Drill down into folder contents and use quick search to easily find your files.
03:20
Advance find allows for additional search parameters to refine those searches,
03:25
click on files to view their details such as properties history, dependents in additional places where the file is used.
03:34
Select the parent file to see the file structure.
03:37
Select the thumbnail to download or view it right from the browser.
03:42
Allowing users the ability to measure and mark up those files,
03:46
the bill of material view and the item detail page will track material history where it's been used in attachments and associated CAD data.
03:53
Include your non-CAD users in the engineering management process with Autodesk Vault Thin client,
03:59
to help increase collaboration amongst your entire team.
04:03
Now let's look at Vault Office.
04:08
Vault Office helps people on teams outside engineering by providing ways in which they can review and mark up designs,
04:17
participate in standard engineering processes,
04:20
and use all data management capabilities to manage all the non-CAD data that gets created.
04:27
I want to illustrate why this is important.
04:31
Back in 2012,
04:33
tech clarity surveyed a few 100 companies worldwide to understand what the most common challenges were with managing their data.
04:43
What's interesting as it relates to what we're talking about today is the challenges around sharing data internally,
04:51
viewing design files and documents when they don't have CAD software installed on their computer and tracking ECO and release processes.
05:03
Many of the others such as searching for data, organizing all the project data,
05:09
and repetitive office tasks apply to extended team members as well.
05:15
Looking at these,
05:17
which would you say are the most common for your business when thinking about how your extended teams work with your design data?
05:25
Now, let's go ahead and dive into a few of the capabilities of Vault office.
05:31
First off, it provides a couple different access options.
05:36
The first is the Vault Thin client.
05:39
What's nice here is that no additional software is really required.
05:43
Just open up a web browser, go to the link you've set up for the Vault and log in.
05:51
There, you can search, view, and even mark up designs.
05:56
You can see all the property information for the design and check files in or out of Vault.
06:05
The second option is an actual desktop application.
06:09
This provides all the same capabilities as the web app plus the ability to assign life cycle states to files or items,
06:17
initiate or participate in change orders, and run project reports on the data stored in Vault.
06:26
This also makes it easier for people who are creating documentation.
06:31
This will install plugins in Microsoft office,
06:34
so you can easily check files in or out as well.
06:40
Regardless of whether you are a card user or not,
06:43
searching for the right file is usually pretty frustrating and it can take a lot of time to find exactly what you need.
06:51
Remember, this was the single biggest challenge identified in the tech clarity survey.
06:58
Both the thin client and the desktop application have the same searching capabilities.
07:03
You can run a quick basic search that will look through all file properties that are stored in bold,
07:09
or you can run a more advanced search and manually specify values for each property.
07:16
You can use multiple search criteria with bullion operations to narrow down the list of files returned from the search.
07:25
And then those searches can be saved, saving you even more time.
07:31
Another common issue we saw before was not being able to view and provide feedback on designs,
07:37
because people just don't have the application the file was created in installed on their computer.
07:45
Vault can automatically convert your models and drawings into lightweight DWF files that can be opened by anyone.
07:55
They can be viewed directly inside Vault or they can be opened in Autodesk design review, which is free,
08:02
for more powerful viewing and markup.
08:06
The marked up files can then be managed inside Vault.
08:10
You can attach them to the design file itself as an attachment,
08:15
you can include it in an engineering change order,
08:18
or you can attach it to a custom object like a task assigned to someone on the design team to complete.
08:25
Using the Vault Office desktop application, you can also participate in release and change order processes.
08:33
You can modify life cycle states for both files and items in the same way as you do with Vault professional.
08:40
And there is a viewer built to Vault, so you can review the 3D models or drawings directly inside the application,
08:48
or you can open them up in Autodesk design review to add markup.
08:53
You can also initiate a change order or participate as a reviewer or approver,
08:58
attaching the markup and comments directly to the ECO.
09:05
The following video shows the Vault Office Thin client in action.
09:11
The video itself is a few years old, but the concepts it showcases have remained the same.
09:17
A new thin client for Autodesk Office provides extended team members who are not regular CAD users access to view print,
09:23
and mark up engineering design files, run bill materials and item reports.
09:28
Manage product and project related documentation and participate directly in engineering change order,
09:33
and product release processes. Using simple or advanced search tools, you can quickly find in preview files stored within the database.
09:41
You can also initiate a change order and provide instructions to the engineering team by attaching supporting documentation,
09:47
or marking up the design inside the vault office client.
09:51
Vault office includes the ability to modify lifecycle states, so more people can participate in the release process.
09:57
Design files can be reviewed using the built in viewer and life cycle status can be changed based on the user permissions you set.
10:04
You can also access the bill materials and items directly inside the Vault office client,
10:09
create BoM reports for production documentation, and participate in the release process for items.
10:16
You can also manage all your quotes, specs, maintenance reports,
10:20
operating manuals, field service reports, assembly guides, inspection reports,
10:24
and any other non-CAD files with Vault office.
10:26
With integration into Microsoft Word, Excel, Powerpoint, and Outlook, you can track and manage all your reports,
10:33
spreadsheets presentations and important email communications in a single location,
10:37
and associate them to the relevant project or design files.
10:42
Use the same revision management tools available for CAD files to control iterations of all your other documents,
10:47
secure release and track file revisions, and grant team members access to only the correct revision of files.
10:54
Vault data standard can also be used to ensure all documentation meets company standards.
10:59
Specify conventions for naming, location, and required file properties,
11:03
and include templates that be automatically used when new files are created.
11:06
The new thick client for Vault office provides more of your team members access,
11:10
to the powerful data management tools available inside Autodesk Vault.
11:15
I hope this presentation has given you a better understanding about how to include non-CAD users in your operational workflows.
Video transcript
00:10
We'll be looking at how to include non CAD users in your operational workflows.
00:17
Traditionally, engineers are the core beneficiaries from using a product data management system.
00:23
After all,
00:24
they are the ones who actually create the design data that get stored there and it helps them save time by better managing all that data.
00:35
But all that information can be useful to people throughout the organization if they have access to it.
00:43
For example, program and project managers who are hands off with CAD can still need to review models,
00:51
and approve a design release and ECOs.
00:55
They also need to know the current status of projects.
00:60
Manufacturing obviously needs the data, whether it is to print out the drawing,
01:06
get the bill of materials, or initiate an ECO due to manufacturability issues.
01:14
Tech pubs clearly need access to the design data but they also create documentation that needs to be managed.
01:22
And sales needs access as well primarily to get to the released designs,
01:28
but they could also be managing their quotes and bids or participate in ECOs.
01:35
These are just a few examples.
01:37
There are many other teams that could benefit from access to all the design data in a variety of ways.
01:44
And that is what we'll talk about today.
01:49
The Autodesk Vault Thin client.
01:51
allows the user to explore the content of Vault from a web browser.
01:57
If the Vault server is configured to allow access free of firewall, you can access set Vault data from anywhere.
02:07
With the Thin client, you can perform read access tasks in Vault, such as searching the Vault and viewing five history and properties.
02:18
If, in addition, you have an Autodesk Vault office license,
02:23
you can also perform administrative tasks such as add fires to the Vault,
02:29
check fires into the Vault, check fires out of the Vault, review items and bills of materials.
02:37
The following video shows the fin client in action.
02:41
Updated with the modern look and feel the Autodesk Thin client extends the benefits of Vault document management to the entire work group,
02:48
including non-CAD users.
02:50
Simple and easy to navigate,
02:52
users are able to collaborate in one central secure location where they can view, search, print, and mark up.
03:00
The project explorer view enables visibility to documents stored in the Vault, as well as the ability to view its contents in multiple ways.
03:09
Customize your view or as the administrator configure a default view for your project and team.
03:15
Drill down into folder contents and use quick search to easily find your files.
03:20
Advance find allows for additional search parameters to refine those searches,
03:25
click on files to view their details such as properties history, dependents in additional places where the file is used.
03:34
Select the parent file to see the file structure.
03:37
Select the thumbnail to download or view it right from the browser.
03:42
Allowing users the ability to measure and mark up those files,
03:46
the bill of material view and the item detail page will track material history where it's been used in attachments and associated CAD data.
03:53
Include your non-CAD users in the engineering management process with Autodesk Vault Thin client,
03:59
to help increase collaboration amongst your entire team.
04:03
Now let's look at Vault Office.
04:08
Vault Office helps people on teams outside engineering by providing ways in which they can review and mark up designs,
04:17
participate in standard engineering processes,
04:20
and use all data management capabilities to manage all the non-CAD data that gets created.
04:27
I want to illustrate why this is important.
04:31
Back in 2012,
04:33
tech clarity surveyed a few 100 companies worldwide to understand what the most common challenges were with managing their data.
04:43
What's interesting as it relates to what we're talking about today is the challenges around sharing data internally,
04:51
viewing design files and documents when they don't have CAD software installed on their computer and tracking ECO and release processes.
05:03
Many of the others such as searching for data, organizing all the project data,
05:09
and repetitive office tasks apply to extended team members as well.
05:15
Looking at these,
05:17
which would you say are the most common for your business when thinking about how your extended teams work with your design data?
05:25
Now, let's go ahead and dive into a few of the capabilities of Vault office.
05:31
First off, it provides a couple different access options.
05:36
The first is the Vault Thin client.
05:39
What's nice here is that no additional software is really required.
05:43
Just open up a web browser, go to the link you've set up for the Vault and log in.
05:51
There, you can search, view, and even mark up designs.
05:56
You can see all the property information for the design and check files in or out of Vault.
06:05
The second option is an actual desktop application.
06:09
This provides all the same capabilities as the web app plus the ability to assign life cycle states to files or items,
06:17
initiate or participate in change orders, and run project reports on the data stored in Vault.
06:26
This also makes it easier for people who are creating documentation.
06:31
This will install plugins in Microsoft office,
06:34
so you can easily check files in or out as well.
06:40
Regardless of whether you are a card user or not,
06:43
searching for the right file is usually pretty frustrating and it can take a lot of time to find exactly what you need.
06:51
Remember, this was the single biggest challenge identified in the tech clarity survey.
06:58
Both the thin client and the desktop application have the same searching capabilities.
07:03
You can run a quick basic search that will look through all file properties that are stored in bold,
07:09
or you can run a more advanced search and manually specify values for each property.
07:16
You can use multiple search criteria with bullion operations to narrow down the list of files returned from the search.
07:25
And then those searches can be saved, saving you even more time.
07:31
Another common issue we saw before was not being able to view and provide feedback on designs,
07:37
because people just don't have the application the file was created in installed on their computer.
07:45
Vault can automatically convert your models and drawings into lightweight DWF files that can be opened by anyone.
07:55
They can be viewed directly inside Vault or they can be opened in Autodesk design review, which is free,
08:02
for more powerful viewing and markup.
08:06
The marked up files can then be managed inside Vault.
08:10
You can attach them to the design file itself as an attachment,
08:15
you can include it in an engineering change order,
08:18
or you can attach it to a custom object like a task assigned to someone on the design team to complete.
08:25
Using the Vault Office desktop application, you can also participate in release and change order processes.
08:33
You can modify life cycle states for both files and items in the same way as you do with Vault professional.
08:40
And there is a viewer built to Vault, so you can review the 3D models or drawings directly inside the application,
08:48
or you can open them up in Autodesk design review to add markup.
08:53
You can also initiate a change order or participate as a reviewer or approver,
08:58
attaching the markup and comments directly to the ECO.
09:05
The following video shows the Vault Office Thin client in action.
09:11
The video itself is a few years old, but the concepts it showcases have remained the same.
09:17
A new thin client for Autodesk Office provides extended team members who are not regular CAD users access to view print,
09:23
and mark up engineering design files, run bill materials and item reports.
09:28
Manage product and project related documentation and participate directly in engineering change order,
09:33
and product release processes. Using simple or advanced search tools, you can quickly find in preview files stored within the database.
09:41
You can also initiate a change order and provide instructions to the engineering team by attaching supporting documentation,
09:47
or marking up the design inside the vault office client.
09:51
Vault office includes the ability to modify lifecycle states, so more people can participate in the release process.
09:57
Design files can be reviewed using the built in viewer and life cycle status can be changed based on the user permissions you set.
10:04
You can also access the bill materials and items directly inside the Vault office client,
10:09
create BoM reports for production documentation, and participate in the release process for items.
10:16
You can also manage all your quotes, specs, maintenance reports,
10:20
operating manuals, field service reports, assembly guides, inspection reports,
10:24
and any other non-CAD files with Vault office.
10:26
With integration into Microsoft Word, Excel, Powerpoint, and Outlook, you can track and manage all your reports,
10:33
spreadsheets presentations and important email communications in a single location,
10:37
and associate them to the relevant project or design files.
10:42
Use the same revision management tools available for CAD files to control iterations of all your other documents,
10:47
secure release and track file revisions, and grant team members access to only the correct revision of files.
10:54
Vault data standard can also be used to ensure all documentation meets company standards.
10:59
Specify conventions for naming, location, and required file properties,
11:03
and include templates that be automatically used when new files are created.
11:06
The new thick client for Vault office provides more of your team members access,
11:10
to the powerful data management tools available inside Autodesk Vault.
11:15
I hope this presentation has given you a better understanding about how to include non-CAD users in your operational workflows.
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