Demonstrating Vault file creation

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There are two main ways to create a new file.

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You can either copy an existing file or create a new one from scratch.

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First, I'll show the way of creating a new file from an existing file, using the Copy Design command in Vault.

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It can be launched as a standalone application, or in Vault, after selecting a file to copy, select Copy Design... from the Edit menu,

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or from the right-click menu as we'll do here

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by making a copy of the RotaryVee assembly.

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the Copy Design window opens showing its interface and lists the files related to the RotaryVee assembly.

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The Copy Design command enables you to copy an entire design, including all related files.

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You can see here a drawing of the RotaryVee assembly, its sub-assemblies, and parts.

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With Copy Design, you can choose to copy, reuse, replace, or exclude specified files.

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Here, we'll copy the top-level assembly,

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one of the sub-assemblies, and the housing part, using Copy To... from the right-click menu

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to copy the files into a folder that's different from the original folder.

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In this case, we'll create a new folder and name it “Rotary Vee New”.

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You can see that the Destination Path column updates with the new folder name.

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You'll see that for the drawing it shows Auto, which means it too will be copied.

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In this example, let's also replace one of the parts with a different part.

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We'll replace “cylinder” with the part “cylinder2”.

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Now, for the naming of the copied files.

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You can do this a number of ways, such as in the main table by manually changing the names shown in the Destination Name column,

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or using Find and replace.

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Or, you can do it in the Numbering pane.

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For this example, let's remove the default prefix and add the suffix, “_New”.

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You can do this by right-clicking in the background and selecting Set Values > Prefix..., and selecting OK to show no prefix.

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And now, selecting Suffix... and entering “_New”. Before executing the Copy

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Design command, review what you plan to do by selecting each tab in the Actions pane.

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First select the Actions pane, and then for Copy, you see the copied files including the drawing.

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Now, select Reuse to see which files are being reused and then Replace.

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You can see that the cylinder is being replaced by the cylinder2 part.

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Now, select the Execute Copy command.

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When done, the check marks confirm that the copy design was successful.

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To see the copied files in the new folder, select Go To from the right-click menu and select Destination Folder.

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And here, you'll see all the new design files in the new folder.

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Now, to show how to create a new file from scratch, you can create the new file from a CAD or other authoring program.

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I'll show example here in Autodesk Inventor, by first selecting New, and then selecting a template from the list.

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We'll select the Standard part template, and then click Create to create the part.

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You can save the file locally as usual until you are ready to share, by checking it into the Vault.

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After finished modelling, click the Save icon to save it locally to a folder that is already mapped to a Vault folder.

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Change its file name if you like, then click Save.

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Let's first look at the Vault browser to see that it's not yet in the Vault, and to use Check In.

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To check it in, click the Check In icon from the Vault tab, then add your comments,

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and then click OK.

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Now we can select the Vault icon to switch back to the Vault, refresh the folder that it was checked in to, and see the file.

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Clicking on the file, we can see some information in the preview pane.

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The version is 1, since we've checked it in once. We can also see our Check In comment.