PowerPoint PresentationMFG219604 – Autodesk Vault What Is It & Why Do I Need It
Chris Benner
Mark Lancaster
Class Description
This class will be an overview of Autodesk Vault products, and what they
can do for your organization. We will talk about the features of the
different products, and help you figure out the right questions to ask
when deciding if Vault is right for you.
Key Learning Objectives
• Understand the different features found in the Vault family of products
• Ask intelligent questions when deciding on implementing Vault
• Understand some of the potential benefits of adding Vault
• Understand the differences in the Vault subscriptions, and where to find more
information.
CAD Supervisor @ Powell Fabrication & Manufacturing, LLC. St. Louis, MI USA
20 Plus years CAD experience, 10 years with Inventor
Autodesk Expert Elite
Dad, husband. Fan of American football, music, craft beer, good scotch and an
occasional cigar, semi professional photographer.
About Me: Chris Benner
20+ yr MFG/CAD world
15+ yr 3D CAD
Autodesk Expert Elite Certified Inventor Professional
I&L and Inventor Forum Lean MFG
So…. What is it? Why do I need it?
What IS Vault?
• In simplest terms, Vault is a Document Management System (DMS)
• Stores and organizes design data & documentation
• Maintain versions & revisions & reuse data
• Protect from simultaneous editing – check out, check in
But, Why Have a DMS?
• Save time and money managing data in one location.
• Track versions and view or print previous versions of files.
• Security setting ensure proper access to file to those who need it.
• Better collaboration options.
Products supported by Vault as of 2018
Vault Architecture
• Database server using Microsoft ® SQL Server
• Web Server using Internet Information Services (IIS)
• File Store where the files are securely stored.
Vault Architecture – The Server –
is 10
Vault Basic
Vault Database
SQL Express
Full SQL?
Vault Workgroup/Pro
SQL Express
Full SQL
File Store
SQL Server
#3#2
primary place to view the Vault
structure.
within another application
• Basic Vault Functions
• Application specific tasks
Autodesk® AutoCAD Vault Add In
Vault Architecture – The Clients
changes and ECO workflows
Workgroup/Pro client is not
• Check in/Check out, Basic version controls.
• Share & reuse data.
How Do I Get It?
The Vault Family - Vault Workgroup
• Same feature as Vault Basic, plus…
• Vault Workgroup Server - Server OS
• File Lifecycles & Revisions
• Robust Copy Design
• Automatic File Naming
• Vault Office Client
o License required
• Shared Views (2019)
o Single User or Multi-user
How Do I Get It?
The Vault Family - Vault Professional
• Same feature as Vault Workgroup, plus…
• Client - Windows Authentication
• Item management
• Multisite replication
• Sharepoint
• Perform backups while working • Available as a 1 or 3 year subscription
o Single User or Multi-User
How Do I Get It?
The Vault Family - Vault Office
• For Workgroup/Pro
o Users can participate in states changes and ECO workflows
o Review/approve CAD documents only
• Can only be installed if the Workgroup/Pro client is not installed
• Interacts with Vault Web client
o Limited file management
• Licensing Consideration
• MS Outlook Integration • Available as a 1 or 3 year subscription
o Single User or Multi-User
How Do I Get It?
Feature Comparison
Feature Comparison
Vault Licensing
• Vault Workgroup & Professional
your homework before choosing a
Vault product.
• Do your homework
o Backup process
• Document your plan
Prepare yourself for the boring slides….
Ask the right questions, such as:
• Do you store and manage your CAD files on your local or network drives?
• Do you have a need to search for files, projects etc.?
• Do you ever need to go and look back at history (and you don’t really have that history)?
• Do you have several individuals modifying the same files?
• Do you need to share and work on the same information across different Engineers and Designers/Drafters?
• Do you need version control?
Ask the right questions, such as:
• Do you need a mechanism to control who sees what drawings and/or documents?
• Do you still use a manual process in controlling and modifying your drawings and/or documents?
• Do you need to have non-Engineering individuals to review and approve drawings and documentations?
• Do you need to share, view, and print your information outside of your Engineering Department and/or via vendors
or your end customers? Or is this a manual process using printers/plotters and email as a form of communication?
• Do you need a form of collaboration because your design team is located through the world?
Ask the right questions, such as:
• What file naming standards are currently in use?
• What is the current life cycle in use in your design process, if any?
• What is the current design workflow, from concept to release, and who is involved?
• How often do you re-use existing designs?
• What current software is part of your design process?
• What pain points exist in your current process?
Ask the right questions, such as:
• Also Consider – very important!:
o Your organizational culture – Are they ready for this level of change?
o Potential blowback or resistance?
o Support from management? IT staff?
o Be aware of third party add ins that may affect your decision, such as Solidworks , PTC CREO,
Microstation and MS Office.
o Have IT provide you with a “sandbox” and test, test, test.
Before, during and after the decision process…
Have a Plan!
• MFG228256-R - Ask the Vault Developer - Wed. Nov. 14th, 8:30-10:00
AM
• IM223989 - Whose Version Should We Believe? Revising the Story with
Vault. – Tues. Nov. 13th, 4:30-5:30 PM
• MFG223053 - Looking into the Crystal Ball: The Future of PDM at
Autodesk – Thur. Nov. 15th, 2:45-3:45 PM
• IM226113 - Connect Vault with ERP: Items, Bills Of Materials, Files, and
More – Tues. Nov. 13th, 4:30-5:30 PM
• Many others in the catalog! Don’t forget the Answer Bar!
Mark Chris
yuk yee ka polo ko da or to nunu iffpic noor leko yee kaylay a gopa AU2018
Minion to English Translation
Mark and I would like to thank you for attending our class and have a great AU2018
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