The Proper Care and Feeding of Your Vault

1. The Proper Care and Feeding of Your Vault Younes Yammouri Product Manager

2. Class Summary Learn how to prepare and load data into Autodesk® Vault from legacy systems utilizing the new Vault Server side capability

3. Learning Objectives At the end of this class, you will know how to: • Prepare your data • Get your Vault ready • Extract data • Create behaviors like properties definition • Extract data including file references, file history, meta data, links etc. • Assign Behaviors to your data • Perform Import of multiple data packages into a single Vault • Live demo with an example of extracting data tool from a PDM system and loading this into Vault

4. Let‘s start with the Goal

5. Goal • Ensure a safe transition from 3rd party PDM systems to the Vault

6. Supported Applications and Recommended Utilities • Supported Applications • Autodesk Vault Workgroup, Collaboration and Professional 2012 • Autodesk Inventor 2011, 2012 • Autodesk AutoCAD 2009, 2010, 2011, 2012 • Recommended Utilities to be used • Vault Data Transfer Utility • Autoloader • Design Assistant • Task Scheduler • DWGTrue View • Reference Manager

7. Supported Data and Behaviors

8. Data Transfer Process

9. Prepare and Clean up your data

10. Preparing Your Data • Backup your existing Database and Filestore • Copy your Data to the Machine where You will run the clean up process • Disconnect network drives! • Scan the Data • Repair your Data • Migrate Inventor Data if necessary

11. Scan Data – Tools Overview

12. AutoCAD Data

13. Reference Manager • Not found images – Wrong path issue – can be solved using Reference Manager

14. DWG TrueView You can use DWG TrueView to recognize the DWG file version Migrate DWG Files older than R12 to a current AutoCAD Version

15. Inventor Data

16. Autoloader Offline usage • Install Autoloader only for scanning proposal • Use Autoloader to • Scan files without Vault • Scan from multiple machines • Scan without network connection

17. Autoloader in Offline Usage - Scan “Folder” Chose the Proper Folder • Typically the “Workspace” folder or the folder where the IPJ is located Exclude Folders • Reduce your initial scan to smaller data sets • Remove as much as you like (Autoloader will ensure complete data)

18. Replace / Find Missing Files Work on These First • Most common errors • Most other issues will be resolved by solving these Sort By the “Status” Column • Most errors typically sort to the top of the list File Can’t Be Found • Locate using the “Last Known” location or other methods Iterate! • Re Scan the data set often to see your progress. Autoloader will only re-scan files with issues

19. Repair Broken Inventor “References” Repair Broken Links Second • Open broken assemblies and drawings in Inventor for remaining files • Inventor will typically give additional information on how to solve “Issues with Children” Useto find referencesmanually (repair) Rescanafterwards

20. Export a Report for Excluded Files Things You Can’t Fix? • Export your data to Excel • “My Documents\Data Management Reports” • Archive this data XML report format • Duplicates are not “problem files” Leverage Excel “Filters” • Filter by “Status” • Enable the “Non Blanks” Filter on the first column

21. Clean up data Process

22. Vault Configuration

23. Get Your Vault Ready • Create Categories and assign to the necessary Object type (Files, Folders) • Create Properties • Categories Assignment • Create Lifecycle Definition • States, Transitions • Categories Assignment • Revision Scheme Definition • Categories Assignment • (Tipp: some PDM Systems start with Revision „“)

24. Data Extraction from legacy System and Import into the Vault

25. New CapabilitiesVault Data Transfer Utility SQL ADMS Bulk Load Data Services (internal) Web Services API Server Client Insert Data into Vault application

26. Bulk Load Data – Benefit • High performance import capability and transfer of original meta data serve side • Details • Import new files and meta data based on specific data structure • Created Vault data keep their original information (system props) • One version for all data including properties, category and lifecycle assignment • File history are successively imported

27. Incremental Import Update existing Vaulted files Compare the file checksum and the create (check-in) date of the iteration • Identical Iteration • Use the existing iteration in creating the new associations • Different Iteration in the package • If new iterations already exists in Vault -> No Import • If no ‘additional’ iterations have been added to the vaulted file -> Add new iteration to the existing file

28. Data Formatting • Vault Data Transfer Utility can read and consume the data within the XML format: • Users and Groups • Behaviors (Categories, Properties, Lifecycle definition, Revision Scheme) • Folders and subfolders • Files (versions/revisions) • File associations

29. User, Groups and Roles • Extract Users and Groups information from legacy system • Users specific information like user name and assigned Roles, Groups and Vaults • User Name, FirstName, LastName, Email • Authentication, Access • InGroup Name, InRoleName • Groups specific information like Group name and assigned Groups Roles and Vaults • Group Name, Authentication, Access • InGroup Name, InRole Name

30. Behaviors – Categories and Properties Definition • Categories Definition • Class, Name, • Description, Color • Properties Definition • Name, BasicSearch • Property Type • Assignment • Category Name and AssignmentType • Default

31. Behaviors – Lifecycle & Revision Scheme • Lifecycle Definition • Name and Description • Category assignment • State • Name, Description • Security (User, R, W, D) • Control • Comments • Revision Definition • Revision Sequence

32. Identifier for Files and Folders Id Property is a unique identifier within the XML for File Iteration and Folder Id is stored within the Vault during the Import to support delta migration

33. Extract Folders and Subfolders • Folder Information • Name, Category and Id • Created User and Date • Security (ACL) • Folder Properties (UDP) • Sub folders • Support linked files and Folders (Links Target Id)

34. Files and Associations • Files Specific Information • In which Folder the file reside • File permissions (ACL) • Files (revisions/versions) • Created User and Date • Assigned Behaviors • Categories, Lifecycle, State, • Revision etc. • Files Properties (UDP) • File associations for Inventor using RefId • File Attachments • Folder links (Links Target Id)

35. Command Line Utility • Command line Utility • Validate/ Import • XML file Path • User name, Password, Vault name • Syntax: vaultbcp.exe <Import|Validate> <packageFile> <username> <password> <vault>

36. Security (User & Groups) Bulk Load Data Behaviors Vault Server Files, History,Dependencies, Folders, Subfolders

37. Summary – Supported Data and Behaviors

38. Extract Tool Example

39. Tool Example to Extract and Prepare Data Flexible Behaviors Mapping Flexible Data Selection Flexible Folder Mapping to re-organize the Data

40. Life Demo

41. Vault Results Category Used Defined Props State Revision System Properties Folders based on PDM project structure History Visualization Files Document References Attachments Links

42. Tips and Tricks

43. Summary • Prepare your data • Get your Vault ready • Extract data • Perform Import into Vault • Live demo

44. V LT