Success Plan: Data Management for Manufacturing Maturity 1
The ability to facilitate and use a secure, reliable Data rich platform for file and document management.
Course overview
This course helps you gain the ability to facilitate and use a secure, reliable Data rich platform for file and document management. Do you need to implement a data management platform for authoring departments?
- Any of the modules in this course will help you accomplish either of the objectives above. Simply get started in the module of your choice depending upon the technology that your team has access to.
Course outline
Preparing the Vault Environment for Collaboration
This module teaches you how to set up Vault to use with Inventor and other software for design and collaboration purposes. You will learn how to set up the folder structure and configure the files required to perform Vault functions within Inventor and other software environments.
Module outline
This module teaches you how to set up Vault to use with Inventor and other software for design and collaboration purposes. You will learn how to set up the folder structure and configure the files required to perform Vault functions within Inventor and other software environments.
This module takes approximately 20 minutes to complete. By the end of the module, you should be able to:
- Log in to Vault
- Set the working folder
- Set up the folder structure
- Create an Inventor project file for Vault
- Map Vault folders in Inventor
- Check in the project file to Vault
- Configure working folder options
About the author
This module was created by Barb Nash, Product Leader – Learning Content Development at ASCENT.
Before you start
- Please make sure you have the Vault software loaded.
- If you have technical difficulties, please reach out to product support.
User Management for Vault
This module teaches you how to review, create, and edit roles and add users in Vault. You will also learn how to add user groups to better manage users and their access to Vault.
Module outline
This module teaches you how to review, create, and edit roles and add users in Vault. You will also learn how to add user groups to better manage users and their access to Vault.
This module takes approximately 10 minutes to complete. By the end of the module, you should be able to:
- Review and edit roles
- Add user accounts to enable access to Vault
- Add user groups to facilitate management of users and their access to Vault
About the author
This module was created by Barb Nash, Product Leader – Learning Content Development at ASCENT.
Before you start
- Please make sure you have the Vault software loaded.
- If you have technical difficulties, please reach out to product support.
Managing Design Data in Vault
This module introduces you to the administration of Vault lifecycles, categories, and revision schemes and the benefits of using them. It is an introduction and therefore is applicable to not only administrators but also general users of the Vault software.
Module outline
This module introduces you to the administration of Vault lifecycles, categories, and revision schemes and the benefits of using them. It is an introduction and therefore is applicable to not only administrators but also general users of the Vault software.
This module takes approximately 15 minutes to complete. By the end of the module, you should be able to:
- Understand lifecycle administration
- Understand category administration
- Understand revision scheme administration
About the author
This module was created by Barb Nash, Product Leader – Learning Content Development at ASCENT.
Before you start
- Please make sure you have the Vault software loaded.
- If you have technical difficulties, please reach out to product support.
Coaching: Create, Update, and Share Files in Vault Professional
Learn the workflows for creating, copying, updating, and sharing files in Vault Professional.
Module outline
Learn the workflows for creating, copying, updating, and sharing files in Vault Professional.
This module takes approximately 35 minutes to complete. By the end of the module, you should be able to:
- Create a new file from an existing file using Copy Design
- Update an existing file in Vault using the Get command
- Share a file version with others using Check in
Coaching: An in-depth look at Autodesk Vault's copy design
Leverage existing content to speed up your design process using Vault Copy Design. Learn how to use the Copy Design feature in Autodesk Vault Professional to create new design objects from existing designs.
Module outline
Leverage existing content to speed up your design process using Vault Copy Design. Learn how to use the Copy Design feature in Autodesk Vault Professional to create new design objects from existing designs.
This session takes approximately 20 minutes to complete. You will learn about:
- User Interface Explained
- Customizing the User Interface
- Numbering Schemes and Actions
Coaching: How to: Plan for a Vault Migration
In this module, you will learn how to migrate your Vault, including planning in-place upgrades or new server migrations. This includes how to handle multi- and single-site environments and basic how-tos for upgrading your Vault.
Module outline
In this module, you will learn how to migrate your Vault, including planning in-place upgrades or new server migrations. This includes how to handle multi- and single-site environments and basic how-tos for upgrading your Vault.
This module takes approximately 25 minutes to complete. By the end of this module, you should be able to:
- Set expectations during the process
- Be prepared for the steps involved
- Know where to go to get the hardware/software requirements
- Know how to perform a successful Vault migration
- Understand how best to plan for replication in a multi-site environment
- Get access to additional help resources
Find a partner
Work with your Autodesk partner to train your team.
Module outline
If you have attempted to implement your Autodesk technology on your own and still have questions, working with your Autodesk partner would be the best next step. If you are not already working with an Autodesk Partner, find a partner today.
