Top 5 Autodesk Vault features you probably don't use
POINTLAB works with many organizations that use Autodesk Vault. It's a powerful tool, but some companies aren't taking full advantage of its potential. Based on our experience in this area, we have compiled the top 5 features of Autodesk Vault that are often not used. We hope this material will help improve your work efficiency.
Neglecting Autodesk Vault backups
Often, companies do not think about backing up Autodesk Vault until it is time to upgrade or until an emergency occurs (such as a server failure). To complete a full recovery after a system crash, it is not enough to just take files from the backup storage on the server, you must have a backup created using Vault tools.
The best way to automate the creation of a Vault backup is to use the scheduled backup tool. This will use a batch file to run the scheduled task at a specific time. Another option is to use a PowerShell script. When automating a backup, remember that the system will require a valid login and password for the Vault administrator account. If any of these are entered incorrectly, the backup will not start. Unfortunately, Vault will not let you know if the operation fails.
Some organizations like to keep backups on an external drive, for example. In this case, it is worth remembering that the initial backup must be initiated on the system where Vault is installed, and only then can the backup files be transferred to the additional drive.
Configuring Vault properties
System and custom properties are automatically synchronized between Inventor and Vault. You can create a custom property in Vault and assign it to object categories for a more complete set of attribute information. Including taking it, for example, from an Inventor file where it was previously manually created or already existed. This property can then be configured in Vault in three ways: 1. when filled in Inventor, its value will be transferred to Vault, 2. when filled in Vault, the value will be transferred to the Inventor file, 3. mutually synchronizing the property value between the two systems.
In Vault, you can also assign properties to categories and use them as tags for further grouping of category objects. They will not be transferred back to Inventor, being populated exclusively in Vault. You can then perform advanced searches in Vault on these properties. If you know one or more file properties, all you have to do is specify their values in the search to find the document you want.
Vault has a simple search function - a useful tool if you are looking for a specific item, such as a part number. However, in some cases, there is a risk of getting too many search results. To solve this situation, Vault provides users with the ability to search by specific properties, such as filename. You can also create complex queries using conditions such as "contains", "does not contain", etc.
Using business process tools and revision schemes
These tools transform Vault from a simple data management tool into a sophisticated project management system. Vault allows you to create new revisions of an object, but it is recommended to use this feature in conjunction with the project status change tool. For example, if a file is assigned the "Released" status, it is locked and no further interaction with it is allowed. To make changes to the file, the user must change the status to Work in Progress. This action has two effects: first, it automatically changes the version of the file from revision A to revision B, and second, it allows users to make additional changes to the file. Business process and revision scheme management tools are only available to Vault Professional users.
File sharing outside of Vault
The Vault Shared Views feature creates a file that can be viewed on the Autodesk View website. Users can set an expiration date to determine how long a document will be available for external viewing. If Vault users want to go beyond just sharing documents and collaborating with others, they can use the Project Sync feature. This tool is only available for organizations using Vault Professional. A folder or group of folders can be sent to Autodesk 360. Employees will be able to work with the files, transfer them to Autodesk 360, and then sync them back to Vault.