Integrated BIM tools, including Revit, AutoCAD, and Civil 3D
Professional CAD/CAM tools built on Inventor and AutoCAD
Transcript
00:00
[MUSIC PLAYING]
00:03
ANDREW SHAW: Hello, everyone, and thank you
00:05
for watching this accelerator.
00:06
Today, we'll be taking an in-depth look at Vault's Copy
00:10
Design functionality.
00:12
Before we start, let me display the usual safe harbor statement
00:16
as you just get to spend the next 30 seconds reading it.
00:42
My name is Andrew Shaw, and I'm a designated support specialist
00:46
at Autodesk.
00:47
And my specialty is data and document management.
00:51
Autodesk accelerators are designed
00:53
to help your team stay ahead of the curve with latest
00:56
workflows.
00:58
They include courses, videos, which
01:00
is what we are doing today, and life coaching.
01:03
You can see a full list of topics on the customer Success
01:06
Hub.
01:07
Here's a breakdown of today's topic.
01:10
I start with a brief introduction,
01:12
followed by an explanation about the user interface
01:15
and how you can customize it.
01:17
Then, I'll talk about numbering schemes, the various actions
01:20
that you can select for files, and how to create, manage,
01:24
and apply rule sets.
01:26
Finally, I'll show you various scenarios for copying files,
01:29
and we provide you with a set of best practices.
01:34
Let's start with the introduction.
01:36
Over the years, World Copy Design
01:38
has become one of the key functionalities
01:40
to improve user productivity.
01:42
By enabling users to reuse existing designs,
01:45
this functionality reduced over time and therefore the cost.
01:50
Depending on which design application you are using,
01:52
copying a design involves copying
01:55
a drawing and its related files, copying an entire design
01:59
structure along with the related
02:03
copying components of a design.
02:06
There are two versions of Copy Design, one
02:09
that comes with Vault Basic and another
02:12
that comes with both Vault Workgroup and Vault
02:14
Professional.
02:16
This accelerator will focus on the latter version.
02:20
Now let's have a look at how you can open Copy Design
02:23
and access its user interface.
02:26
The three most common ways to open Vault Professional's Copy
02:29
Design application are from the Vault Explorer,
02:32
from Windows start menu, and as of release 2022 0.1,
02:38
from inventor's Vault browser.
02:42
Copy Design is a mode less dialogue with a toolbar.
02:45
It can remain open while you use the Vault
02:47
client for other commands, as well as add files to be copied.
02:52
There are four major sections of the Copy Design user
02:55
interface--
02:56
the main menu, the toolbars, the main grid,
03:00
and the four navigation panels.
03:04
The menu bar consists of five menus--
03:06
file, view, actions, options, and help menu.
03:12
The main grid shows the name of the files
03:15
available for copy, the destination folder, the action
03:20
that will be performed on the file, the revision
03:23
and state of the file, and how many instances of the file
03:27
occur within the current list.
03:30
The columns displayed in the grid
03:31
represent the properties for that object in the Vault.
03:35
You can customize which columns are displayed
03:37
and the order in which they are displayed.
03:40
You can also customize how the main grid looks.
03:43
You do so by selecting from three views--
03:46
the preview, the list view, and the folder view.
03:51
If you select the preview, you will display the assembly
03:54
in an organized configuration, which
03:57
shows the hierarchy of the assembly
03:59
and associated files in the copy process.
04:02
If you select the list view, it displays
04:04
all of the files associated with the file selected in the copy
04:07
process.
04:09
And if you go for the folder view,
04:11
it displays the submission folder
04:13
where the new files are placed after the copy process is
04:15
complete.
04:17
Just be aware that depending on the View you select,
04:20
only a selection of operations are available.
04:23
Those are listed in the chart on the right.
04:27
There are four different navigation panels.
04:30
The where used panel lets you track the origin of the copy
04:33
objects and the destination.
04:36
The actions panel lets you review
04:38
which operations are assigned to be performed
04:40
on files in the main view.
04:43
The numbering panel lists all of the files selected for copy.
04:47
It also shows the original and new name
04:49
for each selected file.
04:52
The folder panel lets you review the source and destination
04:55
folders for the Copy Design operation.
04:58
Now let's have a look at how the user interface can be
05:01
customized to suit your needs.
05:04
There are many ways to customize copy designs interface.
05:07
You can do the usual adding, removing,
05:10
and rearranging of columns.
05:12
You can toggle grid lines in binding on and off.
05:15
You can choose whether you want to display the fine panel.
05:19
And you can select to automatically resize
05:21
columns to fit within the available view area.
05:26
You can also simplify your Copy Design interface
05:28
by undocking panels, changing the docking location,
05:32
or turning off panels so that they do not display.
05:36
As per many customizations in the enrolled client,
05:39
the changes you do are stored in various XML files.
05:43
Just keep in mind with the best practice
05:45
is to always change the configurations in the user
05:47
interface and not manually edit those XML files.
05:52
Let me show you how this customization works.
05:55
As I mentioned earlier, there are many ways
05:58
to customize copy designs interface.
06:00
For the sake of this demo, I'll open Copy Design from the Vault
06:03
client by right clicking on inventor assembly
06:07
and selecting Copy Design from the menu which
06:09
is offered to me.
06:17
As you can see, the user interface opens,
06:20
and the assembly is loaded in the main grid
06:22
that I've set up to show the information as a preview.
06:25
Let's see what happens when I change it to list view
06:31
and then to folder view.
06:50
Now that I'm back in preview, I noticed
06:52
that the column showing me the version of the file is missing.
06:56
Let's add it.
07:17
One thing I didn't mention is that you
07:19
can select the alignment of the text for each column
07:21
individually.
07:31
Also about columns, they are automatically
07:34
sized by default. However, if you
07:36
want to control the width for which column,
07:38
this is how you turn the option off.
07:49
In the main grid itself, I can also
07:51
toggle the grid line and the bounding on and off.
07:54
I do however prefer them to be both on as it's easier
07:58
to read the screen.
08:12
As for the fine panel, this is how you display it.
08:22
And to close it, just click on the red X on the left of it.
08:27
Finally, you can select which panel you want displayed
08:30
and if you want them floating outside the user interface
08:32
or not.
09:11
The next topic is numbering schemes and actions.
09:15
Numbering schemes let you configure
09:17
how files, items, and change orders
09:19
are named when they are added to a Vault. As a reminder,
09:23
numbering schemes are created in the administration vault
09:26
setting section that you can access via the Vault client
09:30
with the appropriate permissions.
09:32
In Copy Design's user interface, you
09:34
can select numbering schemes to set
09:36
which name scheme are valid for use in your Copy Design
09:39
configuration.
09:42
There are four main types of actions--
09:44
copy, reuse, replace, and exclude.
09:48
When you assign an action to a file in the Copy Design grid,
09:51
the action displays in the action column.
09:56
Let's have a look at those four main action types.
09:59
The copy action is really self-explanatory.
10:02
It enables you to create a copy of a file or a branch,
10:06
either in the same location or in the location of your choice.
10:11
With the replace action, you can replace the selected file
10:14
with another file.
10:16
Then you can decide to reuse some
10:17
of the files of the assembly you've decided to copy.
10:20
And when you think about it, it makes perfect sense
10:23
that you might want to reuse parts of an assembly
10:26
when you do a copy.
10:27
Not everything needs to be redesigned.
10:29
And if a part is to be used in several products,
10:32
you don't want to have to check with every single instance
10:35
of that part that is stored in the Vault
10:37
is updated in the same way.
10:40
Finally, the exclude action can be used on parent documentation
10:44
files.
10:46
The next topic is creating, managing,
10:48
and applying rule sets.
10:51
A rule set is a collection of property rules
10:53
that determine file properties behavior during a copy
10:56
operation.
10:58
When you run a copy operation, rule sets
11:00
can be used to reset the category of the target
11:03
file, map file properties, and clear or reset some
11:08
or all the file properties.
11:12
If you want more details on the rule set interface,
11:15
you can refer to the online help where everything
11:18
is listed and explained.
11:22
The final section of this Copy Design path
11:24
is to go through the various processes I've described.
11:28
This walkthrough will show you how
11:30
to select a sub-assembly in the Vault client
11:32
and open Copy Design, configure the grid, column filtering,
11:37
resizing, et cetera, determine the files to be copied
11:40
and reused, define the rule set that maps the path
11:44
number to the file name and select the rule set
11:47
to be applied, rename some files using the search
11:50
and replace functionality, test the duplicate files warning
11:54
and run the copy, show a Copy Design of the previous version
11:59
and of derived parts.
12:02
So let's start this walkthrough by selecting
12:05
a sub-assembly in the Vault client
12:08
and opening the Copy Design.
12:10
We've been through the user interface customization process
12:13
earlier.
12:14
So we'll skip that part.
12:16
The first thing we're going to do in Copy Design
12:19
is to create a rule that maps the path number to the file
12:22
name.
12:28
So I click on new, give a name to the rule set, the rule,
12:51
select the criteria which determines to which files
12:56
the rule is going to apply.
12:57
In this case, we just want to apply to every single file.
13:01
So we're going to take filename and I would just
13:04
say is not empty.
13:07
So any fire that has a filename would
13:10
have the rule apply to it.
13:14
Then I would say select part number,
13:22
set value as, and filename.
13:27
This means that now the filename is mapped to the part number
13:31
property.
13:33
Click OK.
13:36
Apply and click OK again.
13:41
Now, as you can see in the action rules,
13:44
when you create a new rule, it's not shown by default.
13:48
So we want to display it and click OK.
13:52
The next step is to select the rule in the toolbar.
14:01
Then we're going to determine which parts are to be copied
14:04
and which are to be reused.
14:06
For this exercise, I'm first going to select the assembly
14:09
and copy the branch to a different folder.
14:20
Then I'm going to select a couple of parts
14:21
and decide to reuse them.
14:30
We are not going to use the Find and Replace functionality
14:32
to change Plate Gerundete Ecken to Plate Rounded Corners
14:38
as we use this will be working this copy prefer
14:41
English to German.
14:57
Click on replace all.
14:59
And as you can see, the text has been
15:01
changed to the new version.
15:03
Close this.
15:05
Finally, we're going to execute the copy.
15:26
As we can see in the old client, the relevant files
15:30
have been copied and renamed.
15:37
Once a copy is finished, green ticks
15:39
are displayed in the grid for the parts that have been copied
15:42
and the execute command is carried out.
15:46
If you make no changes in the grid,
15:48
you cannot execute the copy again.
15:50
However, if you were to make a change
15:52
and execute the copy again, such as, for example,
15:57
decide to reuse a part, it will detect duplicate files
16:02
and display an error message.
16:09
Finally, here are some best practices
16:12
for when you use Copy Design.
16:15
Unless attachments are set to remove in the Copy Design
16:18
process, they will get attached to the new parent file.
16:22
The exclude action can only be set on documentation files
16:25
when the link drawings with mother option
16:27
is unchecked in the Options menu.
16:30
The remove action can only be set on attachments.
16:34
Newly created files should be placed in the same folder
16:37
as a file it was copied from unless the destination path is
16:41
changed.
16:42
Add the original filename column to the main grid
16:45
to see the original filename.
16:48
PDF files created by the Job Processor
16:50
will not appear in the Copy Design dialog
16:52
and are ignored by the copy process.
16:56
Finally, if an Inventor fire has multiple ideological rules,
16:59
you can choose to remove either all the ideological rules
17:02
or none during Copy Design.
17:04
You cannot choose to remove specific rules.
17:09
Now for a few additional resources
17:11
where you can find information about Vault
17:13
in general and Copy Design.
17:16
You have the Vault online help where
17:19
you will find all information related to all Vault
17:22
functionalities, the Autodesk Developer Network
17:25
also known as ADN.
17:27
ADN was created for developers seeking proven tools
17:30
and technologies to extend Autodesk products
17:32
and technologies.
17:34
You have the Vault Customization Forum,
17:36
where you can share your knowledge
17:38
and ask questions about customization,
17:42
the Autodesk app store, a centralized storefront
17:44
for Autodesk customers to find apps
17:46
that enhance their productivity using their Autodesk products,
17:50
Under The Hood, Vault's official blog, the Autodesk University
17:56
site, which is a repository for all Autodesk University
17:59
sessions recordings.
18:01
There are over 150 Vault classes available,
18:05
the Vault customization blog called
18:08
It's All Just Ones and Zeros, and finally,
18:12
Vault's YouTube channel, The Vault Knows All,
18:15
Thank you all for listening, and I
18:17
hope you enjoyed this Vault Copy Design session.
Video transcript
00:00
[MUSIC PLAYING]
00:03
ANDREW SHAW: Hello, everyone, and thank you
00:05
for watching this accelerator.
00:06
Today, we'll be taking an in-depth look at Vault's Copy
00:10
Design functionality.
00:12
Before we start, let me display the usual safe harbor statement
00:16
as you just get to spend the next 30 seconds reading it.
00:42
My name is Andrew Shaw, and I'm a designated support specialist
00:46
at Autodesk.
00:47
And my specialty is data and document management.
00:51
Autodesk accelerators are designed
00:53
to help your team stay ahead of the curve with latest
00:56
workflows.
00:58
They include courses, videos, which
01:00
is what we are doing today, and life coaching.
01:03
You can see a full list of topics on the customer Success
01:06
Hub.
01:07
Here's a breakdown of today's topic.
01:10
I start with a brief introduction,
01:12
followed by an explanation about the user interface
01:15
and how you can customize it.
01:17
Then, I'll talk about numbering schemes, the various actions
01:20
that you can select for files, and how to create, manage,
01:24
and apply rule sets.
01:26
Finally, I'll show you various scenarios for copying files,
01:29
and we provide you with a set of best practices.
01:34
Let's start with the introduction.
01:36
Over the years, World Copy Design
01:38
has become one of the key functionalities
01:40
to improve user productivity.
01:42
By enabling users to reuse existing designs,
01:45
this functionality reduced over time and therefore the cost.
01:50
Depending on which design application you are using,
01:52
copying a design involves copying
01:55
a drawing and its related files, copying an entire design
01:59
structure along with the related
02:03
copying components of a design.
02:06
There are two versions of Copy Design, one
02:09
that comes with Vault Basic and another
02:12
that comes with both Vault Workgroup and Vault
02:14
Professional.
02:16
This accelerator will focus on the latter version.
02:20
Now let's have a look at how you can open Copy Design
02:23
and access its user interface.
02:26
The three most common ways to open Vault Professional's Copy
02:29
Design application are from the Vault Explorer,
02:32
from Windows start menu, and as of release 2022 0.1,
02:38
from inventor's Vault browser.
02:42
Copy Design is a mode less dialogue with a toolbar.
02:45
It can remain open while you use the Vault
02:47
client for other commands, as well as add files to be copied.
02:52
There are four major sections of the Copy Design user
02:55
interface--
02:56
the main menu, the toolbars, the main grid,
03:00
and the four navigation panels.
03:04
The menu bar consists of five menus--
03:06
file, view, actions, options, and help menu.
03:12
The main grid shows the name of the files
03:15
available for copy, the destination folder, the action
03:20
that will be performed on the file, the revision
03:23
and state of the file, and how many instances of the file
03:27
occur within the current list.
03:30
The columns displayed in the grid
03:31
represent the properties for that object in the Vault.
03:35
You can customize which columns are displayed
03:37
and the order in which they are displayed.
03:40
You can also customize how the main grid looks.
03:43
You do so by selecting from three views--
03:46
the preview, the list view, and the folder view.
03:51
If you select the preview, you will display the assembly
03:54
in an organized configuration, which
03:57
shows the hierarchy of the assembly
03:59
and associated files in the copy process.
04:02
If you select the list view, it displays
04:04
all of the files associated with the file selected in the copy
04:07
process.
04:09
And if you go for the folder view,
04:11
it displays the submission folder
04:13
where the new files are placed after the copy process is
04:15
complete.
04:17
Just be aware that depending on the View you select,
04:20
only a selection of operations are available.
04:23
Those are listed in the chart on the right.
04:27
There are four different navigation panels.
04:30
The where used panel lets you track the origin of the copy
04:33
objects and the destination.
04:36
The actions panel lets you review
04:38
which operations are assigned to be performed
04:40
on files in the main view.
04:43
The numbering panel lists all of the files selected for copy.
04:47
It also shows the original and new name
04:49
for each selected file.
04:52
The folder panel lets you review the source and destination
04:55
folders for the Copy Design operation.
04:58
Now let's have a look at how the user interface can be
05:01
customized to suit your needs.
05:04
There are many ways to customize copy designs interface.
05:07
You can do the usual adding, removing,
05:10
and rearranging of columns.
05:12
You can toggle grid lines in binding on and off.
05:15
You can choose whether you want to display the fine panel.
05:19
And you can select to automatically resize
05:21
columns to fit within the available view area.
05:26
You can also simplify your Copy Design interface
05:28
by undocking panels, changing the docking location,
05:32
or turning off panels so that they do not display.
05:36
As per many customizations in the enrolled client,
05:39
the changes you do are stored in various XML files.
05:43
Just keep in mind with the best practice
05:45
is to always change the configurations in the user
05:47
interface and not manually edit those XML files.
05:52
Let me show you how this customization works.
05:55
As I mentioned earlier, there are many ways
05:58
to customize copy designs interface.
06:00
For the sake of this demo, I'll open Copy Design from the Vault
06:03
client by right clicking on inventor assembly
06:07
and selecting Copy Design from the menu which
06:09
is offered to me.
06:17
As you can see, the user interface opens,
06:20
and the assembly is loaded in the main grid
06:22
that I've set up to show the information as a preview.
06:25
Let's see what happens when I change it to list view
06:31
and then to folder view.
06:50
Now that I'm back in preview, I noticed
06:52
that the column showing me the version of the file is missing.
06:56
Let's add it.
07:17
One thing I didn't mention is that you
07:19
can select the alignment of the text for each column
07:21
individually.
07:31
Also about columns, they are automatically
07:34
sized by default. However, if you
07:36
want to control the width for which column,
07:38
this is how you turn the option off.
07:49
In the main grid itself, I can also
07:51
toggle the grid line and the bounding on and off.
07:54
I do however prefer them to be both on as it's easier
07:58
to read the screen.
08:12
As for the fine panel, this is how you display it.
08:22
And to close it, just click on the red X on the left of it.
08:27
Finally, you can select which panel you want displayed
08:30
and if you want them floating outside the user interface
08:32
or not.
09:11
The next topic is numbering schemes and actions.
09:15
Numbering schemes let you configure
09:17
how files, items, and change orders
09:19
are named when they are added to a Vault. As a reminder,
09:23
numbering schemes are created in the administration vault
09:26
setting section that you can access via the Vault client
09:30
with the appropriate permissions.
09:32
In Copy Design's user interface, you
09:34
can select numbering schemes to set
09:36
which name scheme are valid for use in your Copy Design
09:39
configuration.
09:42
There are four main types of actions--
09:44
copy, reuse, replace, and exclude.
09:48
When you assign an action to a file in the Copy Design grid,
09:51
the action displays in the action column.
09:56
Let's have a look at those four main action types.
09:59
The copy action is really self-explanatory.
10:02
It enables you to create a copy of a file or a branch,
10:06
either in the same location or in the location of your choice.
10:11
With the replace action, you can replace the selected file
10:14
with another file.
10:16
Then you can decide to reuse some
10:17
of the files of the assembly you've decided to copy.
10:20
And when you think about it, it makes perfect sense
10:23
that you might want to reuse parts of an assembly
10:26
when you do a copy.
10:27
Not everything needs to be redesigned.
10:29
And if a part is to be used in several products,
10:32
you don't want to have to check with every single instance
10:35
of that part that is stored in the Vault
10:37
is updated in the same way.
10:40
Finally, the exclude action can be used on parent documentation
10:44
files.
10:46
The next topic is creating, managing,
10:48
and applying rule sets.
10:51
A rule set is a collection of property rules
10:53
that determine file properties behavior during a copy
10:56
operation.
10:58
When you run a copy operation, rule sets
11:00
can be used to reset the category of the target
11:03
file, map file properties, and clear or reset some
11:08
or all the file properties.
11:12
If you want more details on the rule set interface,
11:15
you can refer to the online help where everything
11:18
is listed and explained.
11:22
The final section of this Copy Design path
11:24
is to go through the various processes I've described.
11:28
This walkthrough will show you how
11:30
to select a sub-assembly in the Vault client
11:32
and open Copy Design, configure the grid, column filtering,
11:37
resizing, et cetera, determine the files to be copied
11:40
and reused, define the rule set that maps the path
11:44
number to the file name and select the rule set
11:47
to be applied, rename some files using the search
11:50
and replace functionality, test the duplicate files warning
11:54
and run the copy, show a Copy Design of the previous version
11:59
and of derived parts.
12:02
So let's start this walkthrough by selecting
12:05
a sub-assembly in the Vault client
12:08
and opening the Copy Design.
12:10
We've been through the user interface customization process
12:13
earlier.
12:14
So we'll skip that part.
12:16
The first thing we're going to do in Copy Design
12:19
is to create a rule that maps the path number to the file
12:22
name.
12:28
So I click on new, give a name to the rule set, the rule,
12:51
select the criteria which determines to which files
12:56
the rule is going to apply.
12:57
In this case, we just want to apply to every single file.
13:01
So we're going to take filename and I would just
13:04
say is not empty.
13:07
So any fire that has a filename would
13:10
have the rule apply to it.
13:14
Then I would say select part number,
13:22
set value as, and filename.
13:27
This means that now the filename is mapped to the part number
13:31
property.
13:33
Click OK.
13:36
Apply and click OK again.
13:41
Now, as you can see in the action rules,
13:44
when you create a new rule, it's not shown by default.
13:48
So we want to display it and click OK.
13:52
The next step is to select the rule in the toolbar.
14:01
Then we're going to determine which parts are to be copied
14:04
and which are to be reused.
14:06
For this exercise, I'm first going to select the assembly
14:09
and copy the branch to a different folder.
14:20
Then I'm going to select a couple of parts
14:21
and decide to reuse them.
14:30
We are not going to use the Find and Replace functionality
14:32
to change Plate Gerundete Ecken to Plate Rounded Corners
14:38
as we use this will be working this copy prefer
14:41
English to German.
14:57
Click on replace all.
14:59
And as you can see, the text has been
15:01
changed to the new version.
15:03
Close this.
15:05
Finally, we're going to execute the copy.
15:26
As we can see in the old client, the relevant files
15:30
have been copied and renamed.
15:37
Once a copy is finished, green ticks
15:39
are displayed in the grid for the parts that have been copied
15:42
and the execute command is carried out.
15:46
If you make no changes in the grid,
15:48
you cannot execute the copy again.
15:50
However, if you were to make a change
15:52
and execute the copy again, such as, for example,
15:57
decide to reuse a part, it will detect duplicate files
16:02
and display an error message.
16:09
Finally, here are some best practices
16:12
for when you use Copy Design.
16:15
Unless attachments are set to remove in the Copy Design
16:18
process, they will get attached to the new parent file.
16:22
The exclude action can only be set on documentation files
16:25
when the link drawings with mother option
16:27
is unchecked in the Options menu.
16:30
The remove action can only be set on attachments.
16:34
Newly created files should be placed in the same folder
16:37
as a file it was copied from unless the destination path is
16:41
changed.
16:42
Add the original filename column to the main grid
16:45
to see the original filename.
16:48
PDF files created by the Job Processor
16:50
will not appear in the Copy Design dialog
16:52
and are ignored by the copy process.
16:56
Finally, if an Inventor fire has multiple ideological rules,
16:59
you can choose to remove either all the ideological rules
17:02
or none during Copy Design.
17:04
You cannot choose to remove specific rules.
17:09
Now for a few additional resources
17:11
where you can find information about Vault
17:13
in general and Copy Design.
17:16
You have the Vault online help where
17:19
you will find all information related to all Vault
17:22
functionalities, the Autodesk Developer Network
17:25
also known as ADN.
17:27
ADN was created for developers seeking proven tools
17:30
and technologies to extend Autodesk products
17:32
and technologies.
17:34
You have the Vault Customization Forum,
17:36
where you can share your knowledge
17:38
and ask questions about customization,
17:42
the Autodesk app store, a centralized storefront
17:44
for Autodesk customers to find apps
17:46
that enhance their productivity using their Autodesk products,
17:50
Under The Hood, Vault's official blog, the Autodesk University
17:56
site, which is a repository for all Autodesk University
17:59
sessions recordings.
18:01
There are over 150 Vault classes available,
18:05
the Vault customization blog called
18:08
It's All Just Ones and Zeros, and finally,
18:12
Vault's YouTube channel, The Vault Knows All,
18:15
Thank you all for listening, and I
18:17
hope you enjoyed this Vault Copy Design session.
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