Add It Up: How To Succeed

With Vault Add-insTraci Peurasaari

Designated Support Specialist

About the speaker

Traci Peurasaari

Designated Support Specialist, specializing in Autodesk Vault. My

experience spans multiple industries from manufacturing to

advertising to finance always in a Customer Facing/Customer

Server capacity. I have over 25 years of relational database

experience in Microsoft SQL Server and Oracle. I am proficient in

Database performance and tuning, backup and restore,

replication and various and other areas or Database support and

administration. This experience allows me to be better able to

support my customers in their Vault Rollouts, upgrades,

maintenance, troubleshooting, and migrations.

Level set expectations

▪ My expertise is in Vault, Vault Add-in's and SQL Server

▪ Electrical schematics? I can change the batteries on my remote

▪ Plant3D? I’ve got house plants and seen 3D movies (that’s the same right?)

▪ Revit? I live in a house, it has doors and windows. Relatively sure someone designed it

▪ So..... I brought a few friends along.

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Agenda

Vault Add-ins

Benefits of Using Vault

▪ Historical Version and Revision management

▪ CAD integration

▪ Common Location for all your data

▪ Ability to quickly locate data

▪ Collaboration both internal and external

▪ Easily Copy/Reuse

▪ Scalable for larger workgroups and multiple sites

▪ Automated Release and Change Process

Why Use Vault?

Engineering Data in central location

PDM

Engineering Data in central location

PDM

3 of these are not like the others

AutoCAD Electrical

Vault and AutoCAD Electrical

Benefits of Vault and AutoCAD Electrical (ACAD-E)

▪ Historical versioning, Security, and Lifecycles

▪ Vault is AutoCAD Electrical aware and AutoCAD Electrical is Vault aware

▪ Import BOM’s - As users create schematics, BOM data is added to the symbols for use in reports, and as that data is included in the project it is included in Vault to create items.

▪ Ability to revise the content without having to rename the .dwg or redo any Icon menu path or support path settings.

▪ Search for information across multiple drawings and projects

▪ Open a schematic and AutoCAD Electrical will check out and back in needed files so multiple people can be working in the same project on different files.

Setup AutoCAD Electrical in Vault

▪ Install the Vault Client and AutoCAD Electrical on the client workstation

▪ Setup is all about the project, settings, and mappings,

▪ Launch Project Manager – Click on the project tab and Manager

▪ From AutoCAD Electrical – open your project

▪ Use the Application Manager or Project Manager to Check in the project using Check In All

Setup AutoCAD Electrical in Vault

▪ Once you have selected the project file to add, select the Vault Folder to use

▪ The project file and all its dependents, including .wdl an .wdt files if they have the same name, are displayed for selection.

▪ Select settings such as generating a visualization, and how to organize the files

AutoCAD Electrical (ACAD-E) Add-in

▪ Vault Revision Tables are not supported in AutoCAD Electrical

▪ You can store (Check-in /out) libraries, projects, individual drawings and even ADAD-E databases

▪ A project file is assigned to an item. The item is assigned properties which map to the data in AutoCAD Electrical.

▪ Individual drawings must be included to complete the item.

▪ Item Mappings MUST be established before assigning the Item Number to the Project.

▪ Three different types of property associations commonly used for mapping to AutoCAD Electrical.

▪ Item > Electrical, Item > Electrical Project and Reference Designator

What you should know

AutoCAD Plant3D

Vault and AutoCAD Plant3D

Benefits of Vault and Plant3D

▪ Standard Vault benefits such as Historical versioning and Security management

▪ Takes the best of a Plant3D server where all users in 1 office are working together and sharing files in a project and adds the robust data management features of vault to ensure work is not accidentally deleted or overwritten so that users know which users have a file checked out

▪ No need to keep working files on a network share, projects are modified in the local workspace and then synchronized to vault.

▪ Vault uses SQL for the Master project database which is synchronized to match the files that are checked in to the vault

▪ The files being used are locally stored – and downloaded to the local machine when needed

▪ Provides a backup of your designs

Setup AutoCAD Plant3D in Vault

▪ Setup Plant3D and install the AutoCAD Plant3D and Vault clients on the workstation

▪ Create a new Project or Use an existing project

▪ When creating a new project check "make this a vault project" during project creation

▪ Existing projects can be moved using the "plantprojecttovault" command

▪ After a project is in vault users must have a vault user configured and the database must be set to have the "public" role turned on or configured for each user to have access.

▪ If there are ever inconsistencies between the databases “plantprojectaudit ‘fixes’ the PlantDB and the command "plantvaultprojectreconcile" can be used to restore the PlantDB with what exists in Vault

Straight Forward setup

AutoCAD Plant3D Add-in

▪ Is not intended and does not function well across offices. Requires a local instance of SQL express for each user(installed natively by the Plant3D installer)

▪ Must use pre-defined Plant3D lifecycles and categories in vault.

▪ ALL modifications to the files and metadata MUST occur within Plant3D or the sync between Plant3D SQL and vault could be broken

▪ The Plant3D database is NOT vault aware – the Plant3D client does all the communications with Vault

▪ Be aware of the number of Projects and Database sizing – as each Plant project creates 5 databases on the Plant Database server

▪ It is highly recommended that you engage Autodesk or a partner for implementation and training

What You Should Know

Revit

Vault and Autodesk Revit

Benefits of Vault and Revit

▪ Vault supplements Revit server in providing a file repository that manages any file type. It also manages that file’s history, relationships to other files, workflow, revision and security

▪ Ability to browse for project files and access related information such as project documents, templates and family content as well as file properties

▪ Works with Revit Server projects or individual files

▪ Stores each version of a file, along with all the files dependencies, giving you a living history of the project as you work on it.

▪ Ability to search for content and index properties across family files.

▪ Projects can have a common set of family files

▪ The Search Revit Family Files feature allows you to locate family types quickly across multiple family files.

With Vault and Revit Server Integration

Setup Revit in Vault

▪ Install Revit Server and Vault Server

▪ Configure users to access both systems

▪ Enable Revit Indexing from the Vault ADMS Console

▪ Install both the Revit and vault clients on the workstation

▪ Login to Revit and login through the vault add in

▪ Now use files, load families, or add files as needed.

Revit Add-in

▪ Allows you to work with both shared and non-shared project files

▪ Revit Server allows for ‘Revit worksharing’ (multiple ream members accessing and modifying the model at the same time) but only stores the Project files and has no workflow or specific security. (Shared Project files)

▪ Vault is your file repository and can store the individual files – not project sharing

▪ Vault has no intelligence into projects – it is only individual file management

▪ With Revit Server you have the full benefit of vault and the integration of project sharing

▪ Without Revit Server – Vault becomes single user repository – with no model collaboration – only individual files and/or families (non-shared project files)

▪ With Revit Server, you configure synchronization to Vault through the Revit Server

▪ With Vault and Revit you can track the progress of a project

What You Should Know

BIM 360 / Fusion Team

Cloud Collaboration Benefits

• Bi-directional exchange of CAD documents securely and transparently

• CAD awareness & folder links support

• Ability to share selective data with external collaborators

• Ability to Disable Cloud drive mapping after project completion

Vault Project Sync

Autodesk BIM 360 Docs / Fusion TeamComparison Matrix

BIM 360 Docs Main Features (More info here) Fusion Team Main Features (More info here)

Commercial Solutions for AEC Teams Commercial solution for Design and Manufacturing Teams

Cost per users Included in PDMC subscription

Unlimited storage per user 500 Gb of Storage

User access controls & management on the folder tree Project based administration with permission models

Markup tools

Create issue management / Compare Version dynamically -

With Desktop Connector

No management of Inventor reference (Part only) Fully Support Inventor references

XREF AutoCAD (Beta version) Fully Support ACAD references

Management of Revit maximized Upload and Download Revit

Reduce complexity and cost for customers

coolOrange Connector

Increase efficiency and consistency in delivery

▪ Deliver core repeatable use cases

▪ Configurations + App Store

Embrace future-proof and safe technology

▪ Forge

▪ V3 API

▪ Compatibility with Vault 2019, 2020+

Not add technical debt

▪ Autodesk Dev

▪ Support

▪ Reseller resources

More Collaboration?Currently in Beta……. Setting up Plant 3D and BIM 360

• Available on AutoCAD Customer Council now.

• Share a Plant 3D Project to the Cloud• Working with your Cloud Collaboration

Project• Working with Plant 3D Collaboration

Project Files• Team Member Permission

Management in BIM 360

https://www.linkedin.com/search/results/content/?k

eywords=plant%20rogu%20beta&origin=SWITCH

_SEARCH_VERTICAL

WRAP UP

Other Classes You May Be Interested In

MFG322651 – USING VAULT PROFESSIONAL

AND BIM360 DOCS- PUBLISH DRAWINGS TO

THE OUTSIDE WORLD

AS323707 – VAULT FOR THE REVIT USER

IM321580 - LOOKING INTO THE CRYSTAL BALL:

THE FUTURE OF VAULT

MFG316919 - CHANGE ORDERS AND

REVISIONS WITH VAULT PROFESSIONAL,

INVENTOR, AND AUTOCAD

Completed Classes You May Be Interested In

MFG319298 - PDM AND PLM

UNITED: VAULT FUSION LIFECYCLE

CONNECTOR—A ZERO-CODE CONNECTOR

MFG323371 – SHARING IS CARING: SHARING

VAULT DATA OUTSIDE THE FIREWALL

Questions

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