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The Proper Care and Feeding of Your Vault

Younes YammouriProduct Manager

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Class Summary

Learn how to prepare and load data into Autodesk® Vault from legacy systems utilizing the new Vault Server side capability

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Learning Objectives

At the end of this class, you will know how to: Prepare your data Get your Vault ready Extract data

Create behaviors like properties definition Extract data including file references, file history, meta data, links etc. Assign Behaviors to your data

Perform Import of multiple data packages into a single Vault Live demo with an example of extracting data tool from a PDM system and loading

this into Vault

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Let‘s start with the Goal

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Goal

Ensure a safe transition from 3rd party PDM systems to the Vault

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Supported Applications and Recommended Utilities

Supported Applications Autodesk Vault Workgroup, Collaboration and Professional 2012 Autodesk Inventor 2011, 2012 Autodesk AutoCAD 2009, 2010, 2011, 2012

Recommended Utilities to be used Vault Data Transfer Utility Autoloader Design Assistant Task Scheduler DWGTrue View Reference Manager

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Supported Data and Behaviors

Data

Files

Dependencies

History

Attachments

Folders & Structure

Behaviors

Categories

Properties

Lifecycle

Revision Scheme

Links

Security

Windows Authentication

Users & Groups

Roles Assignment

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Data Transfer Process

Clean up and prepare your

data

Configure and prepare the

Vault environment

Extract and restructure the

data from legacy system

bulk load data into the Vault

Validate the imported package

Incrementally add data to an existing Vault

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Prepare and Clean up your data

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Preparing Your Data

Backup your existing Database and Filestore

Copy your Data to the Machine where You will run the clean up process

Disconnect network drives!

Scan the Data

Repair your Data

Migrate Inventor Data if necessary

Scan

Replace / Find Missing

Files

Repair Broken

“References”

Export a Report for

any files you can’t fix and

“Exclude”

Repeat on Additional

Data

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Scan Data – Tools Overview

Tool Data CommentReference Manager AutoCAD files Missing References, Fonts, Styles

DWGTrue View AutoCAD files Detect File Version

Autoloader Inventor files Broken links, References, deleted Files, Broken Files

Task Scheduler Inventor files Broken links, References, deleted Files, Broken Files

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AutoCAD Data

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Reference Manager

Not found images – Wrong path issue – can be solved using Reference Manager

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DWG TrueView

You can use DWG TrueView to recognize the DWG file version Migrate DWG Files older than R12 to a current AutoCAD Version

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Inventor Data

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Autoloader Offline usage

Install Autoloader only for scanning proposal

Use Autoloader to Scan files without Vault Scan from multiple machines Scan without network connection

Scan “Folder” with Autoloader

Replace / Find Missing

Files

Repair Broken Inventor

“References”

Export a Report for

any files you can’t fix and

“Exclude”

Repeat on Additional

Data

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Autoloader in Offline Usage - Scan “Folder”

Chose the Proper Folder• Typically the “Workspace”

folder or the folder where the IPJ is located

Exclude Folders• Reduce your initial scan to

smaller data sets• Remove as much as you like

(Autoloader will ensure complete data)

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Replace / Find Missing Files

Work on These First• Most common errors• Most other issues will be resolved by

solving theseSort By the “Status” Column

• Most errors typically sort to the top of the list

File Can’t Be Found• Locate using the “Last Known” location

or other methodsIterate!

• Re Scan the data set often to see your progress. Autoloader will only re-scan files with issues

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Repair Broken Inventor “References”

Repair Broken Links Second• Open broken assemblies and

drawings in Inventor for remaining files

• Inventor will typically give additional information on how to solve “Issues with Children”

Use to find references manually (repair)

Rescan afterwards

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Export a Report for Excluded Files

Things You Can’t Fix?• Export your data to Excel• “My Documents\Data

Management Reports”• Archive this data

XML report format• Duplicates are not “problem files”

Leverage Excel “Filters”• Filter by “Status”• Enable the “Non Blanks” Filter

on the first column

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Clean up data Process

Scan “Folder” with Autoloader

Replace / Find Missing

Files

Repair Broken Inventor

“References”

Export a Report for

any files you can’t fix and

“Exclude”

Repeat on Additional

Data

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Vault Configuration

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Get Your Vault Ready

Create Categories and assign to the necessary Object type (Files, Folders)

Create Properties Categories Assignment

Create Lifecycle Definition States, Transitions Categories Assignment

Revision Scheme Definition Categories Assignment (Tipp: some PDM Systems start with

Revision „“)

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Data Extraction from legacy System and Import into the Vault

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ADMS

Services (internal)Web Services API

Bulk Load Data

Server

Client

SQL

Insert Data into Vault application

New CapabilitiesVault Data Transfer Utility

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Bulk Load Data – Benefit

High performance import capability and transfer of original meta data serve side

Details Import new files and meta data based

on specific data structure Created Vault data keep their original

information (system props) One version for all data including

properties, category and lifecycle assignment

File history are successively imported

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Incremental Import Update existing Vaulted files

Compare the file checksum and the create (check-in) date of the iteration Identical Iteration

Use the existing iteration in creating the new associations

Different Iteration in the package If new iterations already exists in Vault ->

No Import If no ‘additional’ iterations have been

added to the vaulted file -> Add new iteration to the existing file

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Data Formatting

Vault Data Transfer Utility can read and consume the data within the XML format: Users and Groups Behaviors (Categories, Properties, Lifecycle definition, Revision Scheme) Folders and subfolders Files (versions/revisions) File associations

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User, Groups and Roles

Extract Users and Groups information from legacy system Users specific information like user name and assigned Roles, Groups and Vaults

User Name, FirstName, LastName, Email Authentication, Access InGroup Name, InRole Name

Groups specific information like Group name and assigned Groups Roles and Vaults Group Name, Authentication, Access InGroup Name, InRole Name

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Behaviors – Categories and Properties Definition

Categories Definition Class, Name, Description, Color

Properties Definition Name, BasicSearch Property Type

Assignment Category Name and AssignmentType Default

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Behaviors – Lifecycle & Revision Scheme

Lifecycle Definition Name and Description Category assignment

State Name, Description Security (User, R, W, D) Control Comments

Revision Definition Revision Sequence

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Identifier for Files and Folders

Id Property is a unique identifier within the XML for File Iteration and Folder Id is stored within the Vault during the Import to support delta migration

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Extract Folders and Subfolders

Folder Information Name, Category and Id Created User and Date Security (ACL) Folder Properties (UDP) Sub folders Support linked files and

Folders (Links Target Id)

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Files and Associations

Files Specific Information In which Folder the file reside File permissions (ACL) Files (revisions/versions) Created User and Date Assigned Behaviors

Categories, Lifecycle, State, Revision etc.

Files Properties (UDP) File associations for Inventor

using RefId File Attachments Folder links (Links Target Id)

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Command Line Utility

Command line Utility Validate/ Import XML file Path User name, Password, Vault name

Syntax: vaultbcp.exe <Import|Validate> <packageFile> <username> <password> <vault>

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Vault Server

Security (User & Groups)

Behaviors

Folders, Subfolders

Files, History,

Dependencies,

Bulk Load Data

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Summary – Supported Data and Behaviors

Data

Files

Dependencies

History

Attachments

Folders & Structure

Behaviors

Categories

Properties

Lifecycle

Revision Scheme

Links

Security

Windows Authentication

Users & Groups

Roles Assignment

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Extract Tool Example

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Tool Example to Extract and Prepare Data

Flexible Data Selection

Flexible Behaviors Mapping

Flexible Folder Mapping to re-organize the Data

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Life Demo

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Vault Results

Folders based on PDM project structure

Document ReferencesAttachments Links

CategoryUsed Defined Props StateRevisionSystem Properties

HistoryVisualization Files

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Tips and Tricks

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Summary

Prepare your data

Get your Vault ready

Extract data

Perform Import into Vault

Live demo

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V LT