DM5427 Dogs and Cats Living Together: Coexisting Items & Documents in Autodesk Vault Brian Schanen Product Manager | PLM | Autodesk, Inc. Ryan Small Manager | Mfg Professional Services | SolidCAD © 2011 Autodesk Class Summary 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 Filebased workflows in your organization. © 2011 Autodesk Item Definition Handout: Page 4 © 2011 Autodesk Item (Number) Title, Description, Category, Unit of Measure Material, Vendor, Vendor P/N, Cost, Product Type … What is an Item? Documents .doc .xls .txt .pdf .html … Images .jpg .tiff .avi … Other .loc .iges .dxf .vrml … CAD .ipt .iam .idw .dwg File Sharing .dwf © 2011 Autodesk Item Management Overview Creating Items from Files What is an Item? An item is the unique record that tracks all related data to a physical part, assembly, document, process, product and more Items contain metadata (properties) as well as links to files An item with other items linked to it = Bill of Materials (BOM) © 2011 Autodesk Item Management Overview What is the Item Master? A complete list of all items within the system Representation of the current ERP/MRP Item Master database © 2011 Autodesk Item Management Overview Bill of Materials for Items Contain structure (assemblies), quantity and (row) order BOMs can be built for newly created items BOMs can be edited after creation (add, remove, reorder) © 2011 Autodesk Demo © 2011 Autodesk Lifecycle Definition for Files Handout: Page 6 © 2011 Autodesk File Security and Lifecycle Management Declare files ‘released’ and protect from unauthorized access Identify status of files in the form of ‘lifecycle states’ Create and customize multiple lifecycle definitions Configure file security based on lifecycle state © 2011 Autodesk 10 Lifecycle Definitions • Accessing • • Initially a List of Definitions • • • • • • Tools>Administration>Behaviors Options for New Copy Edit Delete Must click Edit to modify © 2011 Autodesk Lifecycle Definitions • • • Consider as ‘Routings’ Use as ‘Templates’ Several included: • Basic Release Process • Flexible Release Process • Simple Release Process • Long Lead Time Release Process © 2011 Autodesk Lifecycle States • Name applied to describe the stage of Work of files: • • • • • • Work In Progress For Review Pre-Release Released Quick Change Obsolete © 2011 Autodesk Lifecycle States • • • States can be renamed Create new states Optionally removed • Through the Remove option • OR through transition rules • • State names appear throughout Vault Can be written back to Titleblock © 2011 Autodesk Transitions • • • Configurable transition from one lifecycle to another Define the next available state from a given Lifecycle Each transition has optional criteria • Enforce company standards • Prevent transition until criteria met • Property based © 2011 Autodesk Transitions • • Transitions have optional automation of Revision ‘bumping’ User Groups are either allowed or denied ability to transition © 2011 Autodesk Security • • • Lifecycle definition can be configured to meet company standards Range from Full Control to No Access Provide a granular level of security to files © 2011 Autodesk Control • • • Contains the option to declare the state a 'Release' state Has implications during the Purge command Several options for files NOT to purge • All • First and Last • Last • None © 2011 Autodesk Comments • • • Each state has options for description and comment Appears in CAD add-in and Vault Align with Company terminology • Further ‘tailors’ Vault to a customer’s needs © 2011 Autodesk Demo © 2011 Autodesk Lifecycle Definition for Items Handout: Page 12 © 2011 Autodesk Lifecycle State Rules Work In Progress Item is available for editing Allows associated files to be edited Allows updating the item Note: New items are automatically assigned to “Work In Progress” In Review Item is in review and awaits further action Prevents associated files from being edited Prevents updating the item Released Released items are available for production Prevents associated files from being edited Prevents updating the item Obsolete Item is no longer used in production. Prevents updating the item Prevents the item from being used in a BOM Only state where items can be permanently deleted © 2011 Autodesk Item Lifecycle Transitions Rules Each Lifecycle state has transitions rules Bump Revision Primary Secondary Tertiary None © 2011 Autodesk Item Lifecycle State Configure State names are preset in the systems Display name can be changed This permeates through all interfaces Ideal for combining Docs and Items © 2011 Autodesk Item Lifecycle State Security Defines behaviors for Item States: Review Released Obsolete Manage by Groups ACL model, similar to File States, Folders Important when combining Docs and Items © 2011 Autodesk Vault Professional Item Lifecycle States “Work In Progress” “In Review” “Released” “Obsolete” © 2011 Autodesk Demo © 2011 Autodesk Revision Management Handout: Page 15 © 2011 Autodesk Revisions Overview • Initial schemes provided • Standard Alpha • Standard Numeric • Default ASME Y14.35M Format • • Define revision schemes based off of existing Or import from a pre-defined file © 2011 Autodesk Demo © 2011 Autodesk Revision Management for Files Handout: Page 16 © 2011 Autodesk Revise Command - Files • Lifecycle state changes typically dictate the rev 'bumping' of a file • • Released to Work In Progress Revisions can be bumped primary, secondary, or tertiary outside of the Lifecycle state transition using the Revise command © 2011 Autodesk Demo © 2011 Autodesk Revision Management for Items Handout: Page 17 © 2011 Autodesk Revise Command - Items Rev-bumping is configurable between Items Lifecycle Transitions Options available to skip rev bump (Quick-Change) Manual revision bumping available through Item interface © 2011 Autodesk 35 Demo © 2011 Autodesk Property Management Handout: Page 19 © 2011 Autodesk Property Management • Vault property management accessible via one interface • Item • File • ECO • Contains multiple Property types • Intrinsic (System) • User Defined © 2011 Autodesk 38 Property Association • Properties associated to Files, Items or Change Orders through a dropdown © 2011 Autodesk 39 Property Mapping • Establish links between the File, Item or System properties in Vault and File Properties or attributes • Control over direction of mapping © 2011 Autodesk Demo © 2011 Autodesk Categories Handout: Page 23 © 2011 Autodesk Category Definition • • Opt in feature for any file that is checked into Vault Allow the user to create standard behaviors • Lifecycle definitions* • Revision Schemes • User Defined Properties • Security • When a file is assigned to a category, it inherits the default behaviors assigned by that category *Files only © 2011 Autodesk Assigning • • Categories can ‘Assign’ manually or automatically Automatic assignment of categories (on file check in) should be enabled after the following three areas are outlined • • • Lifecycle definitions and the security model the company uses for each state Revision scheme(s) that are enlisted at the company Properties that are mandatory per category © 2011 Autodesk Demo © 2011 Autodesk Engineering Change Orders Handout: Page 27 © 2011 Autodesk Communicating Change Challenge Tracking the change and release process within a single tool, eliminating workarounds and mistakes. Solution Built-in digital paper trail of all edits, comments, markups, and supporting documentation of change. Predefined routings, email notifications, and business process within a the Data Management interface. © 2011 Autodesk Engineering Change Orders and Files Handout: Page 28 © 2011 Autodesk Engineering Change Orders and Files Enforce the use of Change Orders on File state changes Leverage ECO states in Criteria Eg: Change Order State is Work Prevents accidental State changes Creates digital paper trail of changes to files © 2011 Autodesk 49 Demo © 2011 Autodesk Engineering Change Orders and Items Handout: Page 28 © 2011 Autodesk Engineering Change Orders and Items Enforce the use of Change Orders on Item state changes Prevent accidental State changes Creates digital paper trail of changes to Items © 2011 Autodesk 52 Demo © 2011 Autodesk CAD Integration with File-Based Workflows Handout: Page 32 © 2011 Autodesk Revision Awareness in CAD • • • Tag a lifecycle state as ‘Releasedequivalent Applies new rules for revision-aware files Rules allow Vault to calculate which files to GET • based on the state and revision of the file and children • *See Revisions White Paper © 2011 Autodesk What is ‘Released Biased’ • Non-Released Biased: Use newer edits for related files • Released Biased: Use released data for related files when available © 2011 Autodesk 56 Revision management ‘in the window’ Track and manage revisions of vaulted design files directly within CAD Quickly understand the status of a design with the enhanced browser Stay focused on your design while controlling its state in the window Easily open and place the revision you need for your design © 2011 Autodesk 57 Demo © 2011 Autodesk CAD Integration with Item-Based Workflows Handout: Page 33 © 2011 Autodesk Project Integration with Inventor Access Project related data from within Inventor Files Items Change Orders Projects © 2011 Autodesk 60 Assigning Items from Inventor Create Items and Bills of Material From CAD Data Fully integrated with Inventor’s BOM (assembly) AutoCAD Electrical AutoCAD Mechanical Solidworks Pro E © 2011 Autodesk Demo © 2011 Autodesk Vault Configuration for Revision Control - Files Handout: Page 36 © 2011 Autodesk Vault Configuration for Files Vault Professional interface displays different revision levels Revision access extends to the CAD application Provides control over revision level of a file when opening or placing © 2011 Autodesk 64 Demo © 2011 Autodesk Vault Configuration for Revision Control - Items Handout: Page 37 © 2011 Autodesk Vault Configuration for Items Item records have a revision and state and this information can be displayed within Vault Professional Consolidated BOM consisting of both engineered and non-engineered data can be produced reflective of an entire project © 2011 Autodesk 67 Demo © 2011 Autodesk Vault Configuration for Revision Control – Files & Items Handout: Page 38 © 2011 Autodesk Vault Configuration for Items and Files Item’s revision and state is separate from the file’s revision and state Define the files lifecycle definitions, revision schemes, properties and categories Configure property mapping so that the Vault’s System property for File Revision is written-back to the file property or attributes © 2011 Autodesk 70 Demo © 2011 Autodesk Resources Handout: Page 41 © 2011 Autodesk AU 2011 Data Management Must-See classes DM4941 Get Vaulted: The Truth about Autodesk Vault Integrations DM3679 Go Big or Go Home! Part 1 - Large-Scale Autodesk Vault Deployments DM5609 Go Big or Go Home! Part 2 Collaborating across a Distributed Environment DM5575 Go Big or Go Home! Part 3 Extending Vault to the Enterprise Neighborhood DM5363 The Proper Care and Feeding of Your Vault DM5533 Organize and Manage your Intellectual Property with Autodesk® Vault Workgroup Projects DM6321 Solving Problems with Autodesk Vault Using Standard Troubleshooting Techniques © 2011 Autodesk AU 2011 Data Management Must-See classes DM2480 Maximizing the Autodesk Vault Verticals (Workgroup, Collaboration and Professional CP4547 Vault Programming: Now with Events MA5001 Why You Need integration Between Your Autodesk Vault Professional Data Management System and ERP/PLM Systems MA5034 "LEAN" Into The Vault: Using Autodesk Vault to Support Lean Approaches to the Development Process MA4282 Integrating AutoCAD Electrical with Autodesk Vault Professional DL5010 Big Projects with Vault Professional: Successful Implementation DM7180-U The Vault Knows All: Using for Autodesk Vault for Data Management © 2011 Autodesk More Vault 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 © 2011 Autodesk Autodesk, AutoCAD* [*if/when mentioned in the pertinent material, followed by an alphabetical list of all other trademarks mentioned in the material] are registered trademarks or trademarks of Autodesk, Inc., and/or its subsidiaries and/or affiliates in the USA and/or other countries. All other brand names, product names, or trademarks belong to their respective holders. Autodesk reserves the right to alter product and services offerings, and specifications and pricing at any time without notice, and is not responsible for typographical or graphical errors that may appear in this document. © 2011 Autodesk, Inc. All rights reserved. © 2011 Autodesk