Slide 1: Cracking the Vault: Implementing Vault Professional into Civil/Survey Firms
Cracking the Vault: Implementing Vault Professional into Civil/Survey Firms Joe Hedrick, LS, EIT IMAGINiT Technologies, Infrastructure Solutions Team Manager Twitter: @joehedrick Join the conversation #AU2015
Slide 2: Class summary
Class summary This class provides an outline on how to successfully implement Autodesk Vault Professional into a civil engineering and/or land surveying organization
Slide 3: About You
About You Ever heard of Vault? Currently running Vault? Civil firms? Survey firms? Both? Multiple offices? Collaborate on projects across offices?
Slide 4: About Me
About Me BS in CET from ODU in 1998 EIT since June, 1998 Licensed Land Surveyor in VA since June, 2001 5 years experience in private firm 3 ½ years as Asst. City Surveyor in Portsmouth, VA 15 years at IMAGINiT Technologies focusing on civil engineering, surveying & data management consul
Slide 5: Key learning objectives
Key learning objectives At the end of this class, you will be able to: Define and track the lifecycle and workflow of files through the design process Capture and save important project milestones and incremental design submittals Secure and control design data from unwanted access or modifica
Slide 6: What is Vault?
What is Vault? ax AUTODESK UNIVERSITY 2015 A AUTODESK.
Slide 7: How Do You Manage Existing Project Data?
How Do You Manage Existing Project Data? Civil Data Survey Data Documents Correspondence Sub-consultant Data Imagery / Video Research Client Data Architectural Data Misc…
Slide 8: Why Share Data?
Why Share Data? Blurring lines between architects, civil engineers, land surveyors, etc. More complex projects Larger files Projects involve more than just CAD data Sometimes communication is forgotten
Slide 9: Autodesk Vault: What is it?
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Slide 10: Vault Architecture
Vault Architecture AUTODESK UNIVERSITY 2015 A AUTODESK.
Slide 11: Versioning
Versioning Automatic Tracks who, when, etc. Easily revert to previous version Ability to add searchable comments about the file
Slide 12: Design Application Integration
Design Application Integration Most Autodesk Design Apps Civil 3D Integration Microsoft Office
Slide 13: Searching (Queries)
Searching (Queries) Easily find files based on properties (attributes) SQL based Save for future quick access
Slide 14: Vault in Action!
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Slide 15: Lifecycles & Workflows
Lifecycles & Workflows AUTODESK UNIVERSITY 2015 Q\ AUTODESK
Slide 16: Categories
Categories Configured for different file types Container to assign lifecycles, revision schemes, and user defined properties to a file type Rules help automatically assign categories
Slide 17: Lifecycles
Lifecycles LIFECYCLES: the predefined workflow a company uses to track the status of a document. As a product is conceived, defined, designed, revised and constructed, it will progress through various stages that are specific to a particular company WORK IN ARCHIVED FOR REVIEW APPROVED PROGRESS
Slide 18: Whiteboards are a great place to start
Whiteboards are a great place to start
Slide 19: Sample Lifecycles
Sample Lifecycles Non-Released Archive Preliminary Obsolete Design Released to Drafting PRI. REV. Issued for Preliminary Preliminary Issued for Final Issued for As-Built Conceptual Preliminary Final Revisions As Constructed Obsolete Design Revisions Review Construction Revisions Review SECONDARY REV
Slide 20: Best Practices
Best Practices • Consider starting simple • Document existing workflows • Visio • Establish ALL user Groups before building LC definitions
Slide 21: Vault in Action!
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Slide 22: Milestones
AUTODESK UNIVERSITY 2015 Q\ AUTODESK.
Slide 23: Revisions
Revisions REVISIONS: A collection of versions with a common label representing the work done to complete a desired milestone. Example Revisions: Primary: A 1 30% Complete Secondary: A.1 1.1 30% Complete.A Tertiary: A.1.1 1.1.1 30% Complete.A.A
Slide 24: Revisions
Revisions Typically easier to modify an existing, out of the box definition Can be written back to attributed blocks in drawings
Slide 25: Revisions
Revisions • Lifecycle state changes typically dictate the rev 'bumping' of a file • Revisions can be bumped primary, secondary, or tertiary outside of the Lifecycle state transition using the Revise command • Revision state can be written back to title blocks
Slide 26: Vault in Action!
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Slide 27: Security & Permissions
Security & Permissions AUTODESK UNIVERSITY 2015 Q\ AUTODESK
Slide 28: Default User/Group Role Permissions
Default User/Group Role Permissions Can be applied to users or groups Easier and best practice to assign to groups Serve as default permission levels See handout for definitions
Slide 29: Folder/File Level Permissions
Folder/File Level Permissions Easily control access to entire directories or single files Can be assigned to groups or individuals
Slide 30: Lifecycle Security
Lifecycle 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
Slide 31: Vault in Action!
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Slide 32: External Collaboration
External Collaboration AUTODESK UNIVERSITY 2015 Q\ AUTODESK
Slide 33: Collaborating With External Team Members
Collaborating With External Team Members Vault Professional includes access to Autodesk Buzzsaw Join team members outside your firewall, securely through convenient web option Easily deployed in a matter of hours Connect to data from mobile devices
Slide 34: Project Sync
Project Sync Adds toolbar in Vault client Adds ability to automate sync with lifecycles
Slide 35: Vault Client Configuration
Vault Client Configuration (M, Autodesk Vault Professional 2016 Customize... Job Queue... Administration Options... Autodesk Exchange App Manager Autodesk Exchange Apps gG 20150002 w @& 20150003 EQ My Search Folders AUTODESK UNIVERSITY 2015 (Mi Project Sync Settings © Enable Project Sync Buzzsaw Sit
Slide 36: Questions
Questions AUTODESK UNIVERSITY 2015 A AUTODESK.
Slide 37: Session Feedback
Session Feedback Via the Survey Stations, email or mobile device Best to do it right after the session Instructors see results in real-time
Slide 38: Autodesk trademark notice
Autodesk is a registered trademark 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 specific