Use the Copy Design tool to copy files, make changes, and check the revised files into Vault.
Transcript
00:00
Going back to the original workflow,
00:06
you can see that the first topic represents the first step in the Create, Update, Share workflow, as shown here in green.
00:13
There are a couple of methods for getting your files into Vault.
00:18
You can either reuse an existing design from the Vault to create a new design,
00:23
or you can create files from scratch in your CAD software, and then check them into Vault.
00:29
The first method creates new files in Vault, by leveraging existing files that already exist in Vault.
00:35
This is an efficient method to use if your new design is similar to an existing design,
00:41
because you won't have to build all the files from scratch.
00:45
In using an existing file or files,
00:47
you have the flexibility to decide how you want to copy the file and its children using specific Copy Design options.
00:56
Initially, you need to locate the file to copy in Vault.
00:60
In the case of Inventor, this could be a part, assembly, or even a drawing file.
01:05
Once located, you select the Copy Design option, as I have shown here in the image.
01:10
The files that have been selected to be copied are then presented in the Copy Design dialog box.
01:16
This is where you will customize how the file or files will be copied.
01:21
For example, if you choose to copy an assembly, any sub-assemblies and parts will all be presented to you in the dialog box.
01:29
By defining how the file is copied, you can set the destination folder and whether files are included, reused, or not copied at all.
01:38
You can also set how copied files will be named.
01:42
Step 4 in the overall procedure is a good reminder to verify that all options are set as required before selecting Execute Copy.
01:50
For more in-depth information on this topic, consider reviewing the help documentation
01:56
or the Vault Copy Design Accelerator that is focused specifically on this tool.
02:01
If there is no existing design in Vault that can be reused,
02:06
you can work directly in your source CAD software,
02:09
for example Inventor or AutoCAD, to create a file.
02:13
In fact, you can also create new Microsoft Word documents using Vault Add-Ins.
02:19
The file must be saved in the working folder that we discussed earlier.
02:22
So, in the case of Inventor, you will use the Vault project file set up by your administrator that reflects this folder location.
02:29
Once a new file or files are created and saved,
02:34
you will notice an icon in the Vault browser that indicates that the file has not yet been checked in to Vault.
02:40
You can use the Check In option on the Vault ribbon,
02:44
or you can use the Vault browser to right click on the file name and click Check in.
02:49
If you had previously used Copy Design and are ready to check in the file,
02:54
the check in procedure steps are the same.
02:58
The dialog box that appears enables you to set and control the check in details.
03:03
At the top of the form, there are two options.
03:06
These enable you to customize what will happen to your files on your local system after check in.
03:12
The top option is Keep Files checked out, and should be enabled if you are intending to add files to Vault
03:18
(maybe for backup or sharing purposes),
03:21
but then want to still keep working on them so that no one else can make changes.
03:26
The Close files and delete working copies option enables you to remove all the files from your local system after check in.
03:33
If you choose not to select either of these options, the files are fully checked in to Vault,
03:38
and the files will remain on your local system for future use.
03:43
However, keep in mind that if you want to use these files again,
03:47
you should ensure that they are the most up to date files before working on them,
03:51
in case other users have checked out and made changes to those files.
03:56
This list of files in the center of the form enables you to verify the files and the folder that they will be checked in to.
04:04
At the bottom of the screen, there is an area to add comments about the check in.
04:09
This is a great way to communicate what was changed, or in the case of the initial check in,
04:14
you can add details on the initial design to help teammates learn about what was done to the design.
04:21
Vault provides family previews of the files to help you visually identify the design.
04:27
The icon with the red line through it is identifying that a visualization file will not be created at check in.
04:35
To enable this, you can go into the setting options and enable it.
04:39
This is recommended when checking in the file for the first time, so that the thumbnail is created.
04:45
To check in the file, click OK.
04:47
The file is then added to the Vault.
00:00
Going back to the original workflow,
00:06
you can see that the first topic represents the first step in the Create, Update, Share workflow, as shown here in green.
00:13
There are a couple of methods for getting your files into Vault.
00:18
You can either reuse an existing design from the Vault to create a new design,
00:23
or you can create files from scratch in your CAD software, and then check them into Vault.
00:29
The first method creates new files in Vault, by leveraging existing files that already exist in Vault.
00:35
This is an efficient method to use if your new design is similar to an existing design,
00:41
because you won't have to build all the files from scratch.
00:45
In using an existing file or files,
00:47
you have the flexibility to decide how you want to copy the file and its children using specific Copy Design options.
00:56
Initially, you need to locate the file to copy in Vault.
00:60
In the case of Inventor, this could be a part, assembly, or even a drawing file.
01:05
Once located, you select the Copy Design option, as I have shown here in the image.
01:10
The files that have been selected to be copied are then presented in the Copy Design dialog box.
01:16
This is where you will customize how the file or files will be copied.
01:21
For example, if you choose to copy an assembly, any sub-assemblies and parts will all be presented to you in the dialog box.
01:29
By defining how the file is copied, you can set the destination folder and whether files are included, reused, or not copied at all.
01:38
You can also set how copied files will be named.
01:42
Step 4 in the overall procedure is a good reminder to verify that all options are set as required before selecting Execute Copy.
01:50
For more in-depth information on this topic, consider reviewing the help documentation
01:56
or the Vault Copy Design Accelerator that is focused specifically on this tool.
02:01
If there is no existing design in Vault that can be reused,
02:06
you can work directly in your source CAD software,
02:09
for example Inventor or AutoCAD, to create a file.
02:13
In fact, you can also create new Microsoft Word documents using Vault Add-Ins.
02:19
The file must be saved in the working folder that we discussed earlier.
02:22
So, in the case of Inventor, you will use the Vault project file set up by your administrator that reflects this folder location.
02:29
Once a new file or files are created and saved,
02:34
you will notice an icon in the Vault browser that indicates that the file has not yet been checked in to Vault.
02:40
You can use the Check In option on the Vault ribbon,
02:44
or you can use the Vault browser to right click on the file name and click Check in.
02:49
If you had previously used Copy Design and are ready to check in the file,
02:54
the check in procedure steps are the same.
02:58
The dialog box that appears enables you to set and control the check in details.
03:03
At the top of the form, there are two options.
03:06
These enable you to customize what will happen to your files on your local system after check in.
03:12
The top option is Keep Files checked out, and should be enabled if you are intending to add files to Vault
03:18
(maybe for backup or sharing purposes),
03:21
but then want to still keep working on them so that no one else can make changes.
03:26
The Close files and delete working copies option enables you to remove all the files from your local system after check in.
03:33
If you choose not to select either of these options, the files are fully checked in to Vault,
03:38
and the files will remain on your local system for future use.
03:43
However, keep in mind that if you want to use these files again,
03:47
you should ensure that they are the most up to date files before working on them,
03:51
in case other users have checked out and made changes to those files.
03:56
This list of files in the center of the form enables you to verify the files and the folder that they will be checked in to.
04:04
At the bottom of the screen, there is an area to add comments about the check in.
04:09
This is a great way to communicate what was changed, or in the case of the initial check in,
04:14
you can add details on the initial design to help teammates learn about what was done to the design.
04:21
Vault provides family previews of the files to help you visually identify the design.
04:27
The icon with the red line through it is identifying that a visualization file will not be created at check in.
04:35
To enable this, you can go into the setting options and enable it.
04:39
This is recommended when checking in the file for the first time, so that the thumbnail is created.
04:45
To check in the file, click OK.
04:47
The file is then added to the Vault.
