Lifecycle Definition for Items

advertisement
Dogs and Cats Living Together: Coexisting Items and
Documents in Autodesk Vault
Brian Schanen – Autodesk, Inc.
Ryan Small - SolidCAD
DM5427
Autodesk Vault Professional provides a centralized location for all design data, delivering Revision and
Lifecycle control processes on files resulting in faster cycle times and better-quality engineering data. In
addition to file management and security, Vault Professional extends data managed by Vault to the
extended organization through the use of Bill of Material and Items, also with Revision and Lifecycle
Management. But which to use? The good news: you can leverage both for your company’s needs.
Attend this class to learn from the experts how to deploy Item and File-based workflows in your
organization.
Learning Objectives
At the end of this class, you will be able to:




Understand the benefits and use of both Items and Documents
Determine what you really need to know about configuring Autodesk Vault Professional
Realize Vault Professional’s potential within your organization
Implement Autodesk Vault Professional workflows with your team
About the Speakers:
Brian Schanen is a Product Manager for Autodesk Product Lifecycle Management. Through blog posts,
videos, and white papers, Brian evangelizes Autodesk Data Management solutions. He has also taught at
Autodesk University multiple times and works with customers to implement complete digital prototyping
solutions specializing in the Autodesk product line.
Brian.schanen@autodesk.com
Ryan Small is Manager, MFG Professional Services at SolidCAD, an Autodesk Gold Partner in Ontario,
Canada. In 11 years with the company, he has promoted, trained, implemented, and supported the entire
range of Autodesk® manufacturing software with an emphasis on Autodesk Inventor® and Autodesk
Vault. He is an Autodesk certified instructor, Inventor certified expert, and Autodesk Manufacturing
implementation expert. Prior to SolidCAD, Ryan worked for a structural steel company, automating their
AutoCAD® system using Visual LISP® and VBA.
rsmall@solidcad.ca
Dogs and Cats Living Together: Coexisting Items and Documents in Vault
Table of Contents
Introduction........................................................................................................................................................... 4
Item Definition ...................................................................................................................................................... 4
Lifecycle Definitions ............................................................................................................................................... 6
Lifecycle Definitions for Files .....................................................................................................................................6
States ....................................................................................................................................................................8
Transitions.............................................................................................................................................................9
Security ...............................................................................................................................................................11
Control ................................................................................................................................................................11
Comments ...........................................................................................................................................................12
Lifecycle Definition for Items ...................................................................................................................................12
Rules ....................................................................................................................................................................12
Configure .............................................................................................................................................................13
Security ...............................................................................................................................................................13
Revisions ............................................................................................................................................................. 15
Revisions for Files ....................................................................................................................................................16
Revisions for Items ..................................................................................................................................................17
Properties ............................................................................................................................................................ 19
File Properties ..........................................................................................................................................................21
Item Properties ........................................................................................................................................................22
Categories ............................................................................................................................................................ 23
File Categories .........................................................................................................................................................25
Item Categories .......................................................................................................................................................26
Engineering Change Orders .................................................................................................................................. 27
Engineering Change Orders and Files ......................................................................................................................28
Engineering Change Orders and Items ....................................................................................................................28
CAD Integration ................................................................................................................................................... 30
CAD Integration with File-Based workflows ............................................................................................................32
CAD Integration with Item-based workflows ..........................................................................................................33
2
Dogs and Cats Living Together: Coexisting Items and Documents in Vault
Workflows ........................................................................................................................................................... 36
Vault Configuration for Revision Control using Only Files .......................................................................................36
Vault Configuration for Revision Control using Only Items .....................................................................................37
Vault Configuration for Revision Control using both Files & Items .........................................................................38
Resources ............................................................................................................................................................ 41
3
Dogs and Cats Living Together: Coexisting Items and Documents in Vault
Introduction
Autodesk Vault Professional is a powerful system for managing data. It is a flexible toolset that can be
configured to match a company’s workflows and processes. In keeping with this flexibility, Autodesk
Vault Professional can be used to manage both Files and Items. Therefore, within an implementation it
must be determined whether the Revision & State of a file will be done at the file level directly or through
the use of an Item to which a file is linked.
In this document we will examine the Vault feature-set and highlight the different options that are
available between file-based revisions and item-based revisions along with an overview of how to
configure the vault depending on the desired workflow, which can consist of combination of both
methods.
Item Definition
While engineering and design departments typically talk in terms of drawings and CAD files, purchasing,
manufacturing, and inventory talk in terms of items. For many designers, the concept of an item may
seem foreign so let’s look at it from an enterprise perspective.
Consider a manufactured part file – let’s assume it has a part number of 200-357. This particular
component could be represented by many different files: 3D cad file, 2d drawing, analysis report, CNC
machine code and more. In many cases, important data such as cost, material, revision and state might
not be represented by any file but is still needed to capture important information. So then, how do we
encapsulate all of this related data within a single entity? The answer is an Item.
Figure 1 - Typical Item consisting of multiple files and property data
4
Dogs and Cats Living Together: Coexisting Items and Documents in Vault
Each item may contain a list of other items that it depends upon, creating a bill of materials (BOM). Users
may build a BOM by simply editing the item and adding another item as a child. Further, as items are
generated from the design files and listed in the item master, a complete and accurate bill of materials is
automatically created based on the assembly structure of the design found within the vaulted design files.
Items can be created from files within vault and they can also exist independent of any file references.
By directly extracting the bill of materials from the CAD files, the chance for errors commonly found with
manual methods is virtually removed.
Figure 2 - Item Bill of Material
An item record is tracked by a unique identifier known as an Item Number. The item master is a master
list of all items found within Autodesk Vault Professional.
5
Dogs and Cats Living Together: Coexisting Items and Documents in Vault
Figure 3 - View of Item Master
Lifecycle Definitions
A lifecycle definition establishes the security, state and movement between states of data, both files and
items, within a vault. When comparing lifecycle definitions between files and items the following are
important differences:



Whereas you can have multiple file-based lifecycle definitions, each with different configurations,
only one lifecycle definition is available for items
The Lifecycle definition for items is limited to four states
The state of a file and item are independent (e.g. a file that is marked as released may be
referenced by an item which is still in an editable state)
Lifecycle Definitions for Files
Autodesk Vault Professional includes a powerful and flexible method for managing file access and
revision control. Lifecycle definitions are configured under the Behaviors tab > Lifecycles…
6
Dogs and Cats Living Together: Coexisting Items and Documents in Vault
Figure 4 - Access to File Lifecycle Definitions
Autodesk Vault Professional consists of a number of default lifecycle definitions. These can be used “asis” and can also be modified to suit your needs. It is also possible to create your own custom lifecycle
definitions.
Figure 5 - Available File Lifecycle Definitions
7
Dogs and Cats Living Together: Coexisting Items and Documents in Vault
All lifecycle definitions share the following characteristics:
States
A lifecycle state is an identifier that defines the status of a file within vault. While you are able to define
lifecycle states of varying name, common states include the following: Work in Progress, Review,
Released, Obsolete.
Figure 6 - States defined within File Lifecycle Definition
8
Dogs and Cats Living Together: Coexisting Items and Documents in Vault
Transitions
Each Lifecycle Definition comes with a configurable transition from one lifecycle state to another. Within
the Transition dialog box you can define a criteria to be met for the transition to occur. An example of this
is 'Property Compliance' ‘is’ 'Compliant. This means that all Vault properties must satisfy the property
conditions (i.e. minimum length) and also must match mapped file properties. Any non-compliance will
result in non-operation, and a message back to the user that the state change has not been performed.
Figure 7 - File Lifecycle Transition Settings (Criteria)
Another common restriction when dealing with file references is to prevent release of a parent unless the
dependent children are released.
The Actions tab allows for automated 'bumping' of Revisions - Primary, Secondary, Tertiary. In addition,
you can also define the generation of DWF files automatically.
9
Dogs and Cats Living Together: Coexisting Items and Documents in Vault
Figure 8 - File Lifecycle Transition Settings (Actions)
The Security tab provides control over who can make the transition from one state to another. In the
example below, a move from Work In Progress to Released is allowed only by members of the
ENGINEERING group.
Figure 9 - File Lifecycle Transition Settings (Security)
10
Dogs and Cats Living Together: Coexisting Items and Documents in Vault
Security
Allows the Vault Administrator to define who has access to a file within a particular state and if so, their
ability to read, modify or delete it.
Figure 10 - File Lifecycle Security
Control
The control tab allows you to define whether the particular state reflects a released document. By flagging
a document state as released will cause it to become visible within the web viewer when it has been
configured to only show released data. Within this tab, it is also possible to control the file versions that
are retained as a result of a purge operation.
Figure 11 - File Lifecycle Control
11
Dogs and Cats Living Together: Coexisting Items and Documents in Vault
Comments
Preset comments that are added to the file record in vault (Comment field).
Lifecycle Definition for Items
Configuration of an item’s lifecycle definition is found within the administration area under Items. From
this screen the administrator can define the rules, configuration (state names) and security.
Figure 12 - Configuration of Item Lifecycle Definition
Rules
Displays the available lifecycle transitions. By selecting a transition and picking the Edit button, the
default revision bump can defined.
12
Dogs and Cats Living Together: Coexisting Items and Documents in Vault
Figure 13 - Item Lifecycle Transition Settings
In the preceding screenshot, the transition from a Released (Released to ERP) state to a Work in
Progress (Editable) state has been configured so that the Item revision will automatically increment as a
default.
Configure
Displays the four available lifecycle states for items and the ability to override the state name. In the
following screenshot, the default state names have been overridden.
Figure 14 - Item Lifecycle States
Security
For files that are linked to an item, the settings within this dialog control how the state of the item affects
the ability to modify the associated files.
13
Dogs and Cats Living Together: Coexisting Items and Documents in Vault
Figure 15 - Control over how an Item state affects file modification
When the Apply Item security to related files is disabled, the state of an item has no effect on the ability to
edit the linked file (In this case, an Item can be released and the linked file still edited). However, when
enabled, the state of the item dictates whether a file remains editable and the users/groups defined within
the Access Control List (ACL) are able to modify the linked file even when the item is in a non-WIP state:
Review, Released, and Obsolete.
14
Dogs and Cats Living Together: Coexisting Items and Documents in Vault
Revisions
Autodesk Vault Professional allows the use of multiple revision schemes. The revision scheme controls
the identifier for a revision. Files and Items have equal access to the revision schemes although it is
important to note that the revision of a file and item are independent.
Configuration of revision schemes is located under Behaviors > Revisions…
Figure 16 - Revision Scheme Setup (Files and Items)
From the initial installation, there are three revision schemes provided:



Standard Alphabetical
Standard Numeric
Default ASME Y14.35M
Figure 17 - Default Revision Schemes
15
Dogs and Cats Living Together: Coexisting Items and Documents in Vault
Files and Items have equal access to the Revision schemes defined.
Revisions for Files
The revision value of a file can be assigned both automatically and manually. Automatic assignment is
defined within a files lifecycle definition (Transitions > Actions).
Figure 18 - File revision increment with transition
A revision value of a file can also be assigned or overridden manually through the use of the Revise
command. Changing the revision value manually is most often applied when existing data will now be
managed by Vault Professional and it is necessary to set the revision to reflect the current file (if vault
property mappings have been pre-configured, the vault revision can easily “inherit” the revision value
within the existing file by selecting User Defined Properties from the Select next revision dropdown).
Figure 19 - The Revise command to manually change revision
16
Dogs and Cats Living Together: Coexisting Items and Documents in Vault
Revisions for Items
As with files, an Items revision can be set both automatically and manually. To configure automatic
assignment, access the Item rules (Vault Settings > Items > Rules) and edit the transition state.
Figure 20 - Item revision increment with transition
A new option in Autodesk Vault Professional 2012 allows for the pre-defined revision bump to be
overridden when changing an items state (case-by-case basis), by enabling the option for Skip Revision
Bump.
Figure 21 - Overriding the default revision increment
17
Dogs and Cats Living Together: Coexisting Items and Documents in Vault
For manual revision assignment, select an Item record within the Item master and from the right-click
context menu choose the option for Change Revision…
Figure 22 - Manually assigning Item revision
18
Dogs and Cats Living Together: Coexisting Items and Documents in Vault
Properties
Autodesk Vault incorporates properties to hold important, non-graphical information. Through the use of
properties, rich meta-data can be stored which helps to fully define a file or item and facilitates it being
returned within a search query.
Autodesk Vault provides a common interface to manage both System and User Defined Properties.
System properties are intrinsic metadata that begins and exists in Vault (e.g. Lifecycle state and
Revision). User Defined properties are for any property information that is not inherently defined within
vault.
All properties within Vault Professional; files, items and change orders are accessed through a common
vault administration interface found under Behaviors > Properties…
Figure 23 - Property Configuration
19
Dogs and Cats Living Together: Coexisting Items and Documents in Vault
Properties are associated to files, items and even change orders simply through the Associations
dropdown. Through this association, administrators are defining the different places where the property
should exist.
Figure 24 - Property Association
Within the context of property editing, administrators can define property rules (minimum length, requires
value, etc.) as well as a relationship, referred to as a Property Mapping, between a Vault property
(System/User-defined, File/Item) and a file.
Controlling whether a mapping is applicable to files and/or items is easily defined by selecting the
appropriate Entity (File or Item). A very common mapping is to take the Vault Revision value and have it
“written-back” to the files properties. In the image below, the Vault Revision value for a File is being
20
Dogs and Cats Living Together: Coexisting Items and Documents in Vault
written to an AutoCAD Attribute called Revision Level within the ANSI B block and the Vault Revision
value of an Item is being written back to the Inventor Rev Number iProperty.
Figure 25 - Property Writeback
When property data within the vault is not synchronized with the file, this is considered non-equivalent
and will affect the compliancy of the property. For both files and items the Property Compliance property
can be enabled within the Vault Professional interface.
File Properties
When properties are not compliant, the easiest means to determine the offending value(s) is to enable the
File Properties Grid. Non-equivalent properties can be easily identified and a tool-tip will provide an
explanation.
Figure 26 - Identifying non-equivalent File properties
21
Dogs and Cats Living Together: Coexisting Items and Documents in Vault
Within a lifecycle definition for a file an administrator can ensure that all properties are in compliance by
making this a criteria for the transition to occur. When the transition is attempted and the properties are
not compliant, a error message will appear.
Figure 27 - File Transition Criteria based upon Property Compliance
Item Properties
When item are not compliant, the easiest means to determine the offending values is to view the item
record, place the cursor on the problematic value and observe the tooltip that appears.
Figure 28 - Identifying non-equivalent Item properties
22
Dogs and Cats Living Together: Coexisting Items and Documents in Vault
If the properties are non-compliant, the Item transition is not permitted and the user will receive a
message indicating the cause.
Unlike transitions for Files where the check for property compliance must be enabled within the transition
criteria, no configuration is necessary for Item records.
Categories
Within a vault not all data needs to be treated in the same way. For this purpose, Autodesk Vault
Professional incorporates Categories. Categories are a means of “classifying” data within vault.
Access to Configure categories for both files and items is found within the Categories grouping under the
Behaviors tab.
Figure 29 - Vault Professional Category Configuration
23
Dogs and Cats Living Together: Coexisting Items and Documents in Vault
From within the Configure Categories dialog there is a drop down that allows you to view the available
categories for Files or Items. For both types of categories, you can create new categories as well as
modify existing ones.
Figure 30 - Display of Categories (dropdown toggles between File and Item)
Automatic category assignment is defined by Rules. Within the assignment rules dialog is a dropdown
which determines whether the rules you are configuring apply to either files or items.
Figure 31 - Category assignment rules (dropdown toggles between File and Item rules)
24
Dogs and Cats Living Together: Coexisting Items and Documents in Vault
File Categories
A file category defines the associated Lifecycles, Revision and Properties.
Figure 32 - Configuring File Categories
In addition to the file assignment rules applied at check-in, the category can be set manually by selecting
a file and running the Change Category command.
Figure 33 - Manually changing category
25
Dogs and Cats Living Together: Coexisting Items and Documents in Vault
Item Categories
A item category defines the associated Revision and Properties. There is no ability to associate a
lifecycle as all items share a single lifecycle definition.
Figure 34 - Configuring Item Categories
In addition to the item assignment rules applied during the Assign Item wizard, the category can be set
manually by editing the item and selecting the category from the dropdown. This dropdown is also
accessible when creating a blank item (no file reference).
Figure 35 - Manually changing Item Category
26
Dogs and Cats Living Together: Coexisting Items and Documents in Vault
Engineering Change Orders
An Engineering Change order provides an automated way of creating new files & items as well as
controlling and routing their subsequent modifications. Engineering Change orders are a useful means of
tracking the who, what, when, where and why regarding a change for both files & items.
Figure 36 - Files and Items associated to ECO
Engineering Change orders can also incorporate supplemental information about the change such as
redline markups. The routing can be pre-defined or overridden on an as-needed basis and the
participants can receive email notification based upon their role within the routing.
Figure 37 - Change order states
27
Dogs and Cats Living Together: Coexisting Items and Documents in Vault
By default, the use of Engineering Change orders is an opt-in feature unless the administrator has
enforced its use per the following settings for Files or Items.
Engineering Change Orders and Files
To enforce the use of Engineering Change Orders for files, edit the transition rule within a File Lifecycle
definition and set one of the following conditions:


Controlled by Change Order – For when you want to check that the file has been associated with
an ECO but are not dependent on it being in a particular state for the file lifecycle transition to
occur
Change Order State – For when the file lifecycle transition is dependent upon the current state of
the ECO
Figure 38 - Enforcing ECO usage for Files
It is important to note that although a file transition can check against the state of an ECO, it is not
currently possible to have the ECO transition be dependent upon the state of a file.
Engineering Change Orders and Items
To enforce the use of Engineering Change Orders for items, enable the option Restrict Item Lifecycle
Changes to Change Orders.
28
Dogs and Cats Living Together: Coexisting Items and Documents in Vault
Figure 39 - Enforcing ECO usage for Items
When an Engineering Change Order is used to manage items, the transition of the change order from
one state to another can be dependent upon the item state and will also control it. This is quite different
than the behavior of files on an Engineering Change Order.
When an Engineering Change Order transitions is moving out of the Work state, an administrative setting
controls whether or not the Items need to be in a non-editable state. In essence this is a lifecycle
transition criteria and by enabling this toggle, the ECO cannot be submitted to the Review or Check state
until the Items are in Review. This ensures that the Items are not being edited when the ECO is moved
into a Review state and the notification sent.
Figure 40 – Preventing ECO transition out of WIP unless items are set to Review state
29
Dogs and Cats Living Together: Coexisting Items and Documents in Vault
In addition, when an ECO is closed, the Item records will be Set Effective and Released. This is a default
behavior; no setting is required to enable this. As a result of this behavior, the ECO cannot enter a
completed state without the corresponding Item records being released.
As a result of the Engineering Change Order’s awareness of the Item state, the Change State option is
disabled within the Item Master for any Item associated with an active Change Order.
Figure 41 - Change State in Item Master not available due to association with ECO
CAD Integration
A significant benefit of the Autodesk Data Management Solution is its integration into Autodesk products.
From within the CAD applications you are using on a daily basis, standard vault operations such as
Checkout and Checkin are available, allowing you to perform the vast majority of vault functionality
without leaving the current application.
Figure 42 – Integration of Vault Professional inside CAD (e.g. AutoCAD Electrical)
30
Dogs and Cats Living Together: Coexisting Items and Documents in Vault
Through this integration, important information about file relationships (Inventor parts & assemblies,
AutoCAD X-Ref relationships, etc) are captured automatically. Moreover, property information between
the Vault and files can be exchanged through the use of Property Mapping.
Figure 43 – Display of CAD-related information within Vault Professional
Autodesk Vault Professional includes a reporting toolset and when used within the context of Inventor,
this information can be displayed graphically.
Figure 44 – Inventor Map Data feature for graphical reporting
.
31
Dogs and Cats Living Together: Coexisting Items and Documents in Vault
CAD Integration with File-Based workflows
When the revision is managed through the use of files, many areas of the Vault Professional interface
display and allow you to have access to the different revision levels.
Figure 45 - Display of File revision and state
This revision access also extends to the CAD applications where you have control over the revision level
of a file when opening or placing; therefore, this allows the designer to choose with revision they want to
work with.
Figure 46 - CAD access to previous file revisions
32
Dogs and Cats Living Together: Coexisting Items and Documents in Vault
Within the Vault Browser, the current vault file revision and state can be displayed and a right-click option
allows for access to a different revision and where applicable, changing of state.
Figure 47 - CAD Access to File Revision and States
Through property mapping, the vault file revision is often configured to be “written back” to the files
properties or AutoCAD Attributes.
CAD Integration with Item-based workflows
As with files, Item records have a revision and state and this information can be displayed within the Vault
Professional environment.
Figure 48 - Display of Item revision and state
33
Dogs and Cats Living Together: Coexisting Items and Documents in Vault
While Item records can exist independently, many times they are based upon files. The easiest way to
create an Item from a file is through the Assign Item wizard which will extract the property information
(based upon mappings) as well as the Bill of Material. Extraction of a bill of material is possible for
Inventor, AutoCAD Electrical, AutoCAD Mechanical (when used with Structure), Solidworks and
Pro/Engineer. By generating items from CAD documents, a consolidated BOM consisting of both
engineered and non-engineered data can be produced reflective of an entire project.
Figure 49 - Consolidated Bill of Material based upon Items generated from different CAD formats
When files are linked to items, the item record does not automatically update to reflect the latest changes
made to file versions within the vault. Therefore, to have the Item information updated, it is necessary to
run the Update command which will resynchronize the data.
Figure 50 - Using Update to re-sync Item and File data
34
Dogs and Cats Living Together: Coexisting Items and Documents in Vault
A notable difference between a file-based and item-based revision system is the integration inside of the
CAD applications. With respect to Item-based workflows, the integrations allow you to perform standard
checkout/checkin operations; however, changing of state and changing of revision is not possible and this
operation must be performed with Vault Professional. In addition, whereas a file-based revision workflow
allows the user to choose the revision level a file to use (during open and place), this is not possible with
a item-based revision workflow – the latest file version will be used.
Property write-back, for example, having the revision value of the item applied to the file is possible
through Property mapping.
Figure 51 - Property writeback of Item Revision to File iProperties
35
Dogs and Cats Living Together: Coexisting Items and Documents in Vault
Workflows
Within Vault Professional, the revision of a file can be done directly at the file level or through the use of
Item records to which a file is linked. This section describes the basic configuration required depending
on how revisions will be handled, including the situation in which files & items will co-exist.
Vault Configuration for Revision Control using Only Files
To configure a vault for a revision system that is managed at the file level, the following steps are
required:


Define the files lifecycle definitions, revision schemes, properties and categories
It is advisable to configure the vault property mapping so that the Vault’s System property for File
Revision is written-back to the file property or attributes
Figure 52 - Property writeback of Vault's System property for File Revision to File Properties

Optionally, you may choose to hide the elements of the Vault Professional interface that relate to
Items (Administration > Items > Configure...)
Figure 53 - Control the display of Item features within Vault Professional interface
36
Dogs and Cats Living Together: Coexisting Items and Documents in Vault
Vault Configuration for Revision Control using Only Items
To configure a vault whereby a file revision and state will be determined by an item, the following steps
are required:


Define the Item lifecycle definition (only 1 is available for items), revision schemes, properties and
categories
Within File categories, set the Base category as the default and ensure that only the None
lifecycle definition is assigned (ensures that all files within vault will not use a File Lifecycle
Definition)
Figure 54 –Configuration for opt-out of file lifecycles

It is advisable to configure the vault property mapping so that the Vault’s System property for Item
Revision is written-back to the file property or attributes
Figure 55 - Property writeback of Vault's System property for Item Revision to File Properties
37
Dogs and Cats Living Together: Coexisting Items and Documents in Vault

Adjust the Item security (Items > Security…) and enable the option for Apply Item security to
related files so that the state of the item will affect the ability to edit the linked file(s)
Figure 56 - Enabling File security based upon Item state
Vault Configuration for Revision Control using both Files & Items
In Autodesk Vault Professional, item-based revisions and file-based revisions can co-exist. In Vault
Professional, the item’s revision and state is separate from the file’s revision and state. Therefore,
in general, when the vault is configured for both environments to co-exist the file revision is used to reflect
the document and the item-revision is used to reflect the Bill of Material.
To configure a vault for the co-existence of files and items, the following steps are required:


Define the files lifecycle definitions, revision schemes, properties and categories
It is advisable to configure the vault property mapping so that the Vault’s System property for File
Revision is written-back to the file property or attributes
38
Dogs and Cats Living Together: Coexisting Items and Documents in Vault
Figure 57 - Property writeback of Vault's System property for File Revision to File Properties

Create a new Item property, associated to the desired item categories, which will read-in the
revision value from the corresponding File property or Attributes (this will allow the item to display
the file revision that is referenced by the item).
Figure 58 - An Item property to read-in the revision value from linked file
39
Dogs and Cats Living Together: Coexisting Items and Documents in Vault
Figure 59 - Item showing revision of linked file


Define the Item lifecycle definition (only 1 is available for items), revision schemes, properties and
categories
It is advisable to rename the Item states (Items > Configure…) so that they have different naming
between Item and File, even though they may serve the same purpose (e.g. the state for editing a
file is called Work In Progress; whereas, the state for editing an Item is called Editable)
Figure 60 - Renaming Item Lifecycle States
40
Dogs and Cats Living Together: Coexisting Items and Documents in Vault

Adjust the Item security (Items > Security…) and disable the option for Apply Item security to
related files
Figure 61 - Enabling File security based upon Item state
Resources







Under the Hood Blog – Official Autodesk Data Management Blog by Brian Schanen http://underthehood-autodesk.typepad.com/
TheVaultKnowsAll – Official YouTube channel dedicated to Vault
http://www.youtube.com/user/TheVaultKnowsAll
Autodesk Vault Facebook page - http://www.facebook.com/autodeskvault
Autodesk Vault Wiki - http://wikihelp.autodesk.com/Vault/enu/2012
Whitepaper on the Vault Property system and it’s configuration http://images.autodesk.com/adsk/files/technical_brief_-_vault_2011_properties.pdf
Whitepaper on the use of Vault for File-based revision management http://images.autodesk.com/adsk/files/vault_revision_management.pdf
Autodesk University Online - http://au.autodesk.com
41
Download