Autodesk Vault 2015 What's New Guide

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Unified lifecycles

The 2015 R2 release helps companies unify

lifecycle controls and adds the same great

document lifecycle flexibility to items.

Manage your file access and release

process using the traditional fixed

workflow item method—or separate the

two release methods and use the more

flexible document lifecycle controls in

parallel with item controls.

Part of the Autodesk® solution for Digital Prototyping, the Autodesk® Vault family of data

management software helps you keep track of all your digital design data. The Vault 2015

R2 release provides a number of key enhancements that simplify user workflows, provide

new item and BOM functionality, enhance the non-designer experience, and improve

productivity with an all new Copy Design interface.

Item lifecycle enhancements

Autodesk® Vault Professional 2015 R2 software

expands the concept of flexible lifecycle definitions

to item lifecycles, enabling users to manage several

lifecycle definitions per item category and use the

same release management process for items and

files.

In order to better manage the handling of obsolete

components, an Obsolete state flag has been

added, similar to the Released flag for modifying

component behaviors.

Item security flexibility

To better address access management, the

permission model has been updated with item-level

object-based permissions that can be applied

manually to an item by a user or group—similar to

file, folder, and custom object permissions. Flexible

rights management based on category, lifecycle

definition, and item state has also been added.

As with documents, it is now possible to define

user or group item permissions for:

• State transitions

• State-based access

Flexible link-based security

Management of linked documents is now available.

Rather than simply locking primary files associated

with an item, administrators can control documents

per item state to:

• Apply item security

• Apply custom security

Security settings can be unique for primary,

secondary, and design document link types.

Administration improvements

It is now simpler for administrators to work in the

lifecycle scheme dialogs. When a new state is

created, it is automatically selected so you can

quickly switch into edit mode. There is also an

entity filter available in the transition configuration

dialog to reduce the actions displayed and simplify

the definition of transition rules.

For more information about Autodesk

Vault here, visit

www.autodesk.com/vault.

To locate the reseller nearest you, visit

www.autodesk.com/reseller.

Autodesk® Vault 2015 R2

What’s new

What’s new Autodesk® Vault 2015 R2

Improved item management

Autodesk Vault Professional 2015 R2

includes several usability enhancements

and new features to improve your Item

workflows.

User interface consistency

The user experience has been improved to help

you work with items more eciently. You now

have a more visual and intuitive approach to item

management that is consistent with document

methods for tasks such as change state, revisions,

and categories.

Item versions

In addition to capturing specific item revision

history, you are now able to view all item versions.

This enables you to see changes made to the

item between releases—including property and

document updates on the general tab through to

history, where used, and the bill of materials.

Assign item category

As in previous versions of Vault Professional, you

can automatically categorize items based on

predefined rules and change the item category as

required. The latest release introduces the ability to

assign a category on creation. This administrator-

controlled setting permits users to select a category

from the available list, streamlining the process

when creating new items.

Write-back item properties

In response to customer requests, you can now use

the Vault CAD add-ins, Vault Explorer, or the job

processor to map and write back item properties

directly to the CAD files for clearer and more

accurate design documentation.

Item dialog usability

Updates to the Item dialog enable you to configure

the associated files list view in the General tab,

resize the view within the General and View tabs,

and easily access Exit Edit Mode with toolbar

changes.

In addition, Save As has been improved to create

the new item in edit mode ready to update.

Watermarking has also been refreshed to provide

configurable stamp settings.

What’s new Autodesk® Vault 2015 R2

BOM enhancements

Enhancements to the bill of material

interface provide a more flexible and

collaborative approach to managing the

Item BOM with access to BOM properties,

support for multiple BOM rows, and

reporting directly out of the BOM view.

BOM properties

Configuration

Define BOM row properties and mapping using the

same interface for file-based user-defined

properties and map values as read-only from CAD.

Modify BOM view

Add BOM row properties to the BOM grid,

configuring to show traditional system-based

properties like quantity, as well as custom and new

BOM row properties including row type, group

type, item quantity, and unit quantity.

Edit BOM properties

You can edit the BOM row properties directly, once

they are added, by clicking on the grid while in edit

mode.

Multiple BOM row support

New in this release is the addition of multiple BOM

row support, enabling you to display multiple BOM

rows that share the same Item definition.

You can use the traditional behavior to group items

where multiple exist—or permit the rows to exist

separately, modifying position number and BOM

row properties to accurately reflect the CAD BOM.

BOM reports

You can now extend access to BOM information

outside of Vault by creating BOM reports from

Vault Explorer and the item environment.

Create or utilize existing Autodesk Vault templates

to configure the bill of materials report for multi-

level, parts-only, or first-level-only views, and you

can include your own BOM row properties.

What’s new Autodesk® Vault 2015 R2

Copy Design

The Copy Design feature has been

completely redesigned, enabling new

user-requested workflows and productivity

enhancements, including reference-based

copy, property and file behavior

management, automatic file numbering,

and performance improvements.

Multiple file copy

The new copy design tool enables greater

productivity by now permitting users to copy more

than one set of files per operation. Add multiple

assemblies or individual files and configure them

independently to execute multiple copy operations

at one time.

Reference-based copy

In operations where the same component is

referenced by multiple assemblies, you can now

configure different operations for each reference in

the model context. Traditionally, when a

component is used in more than one location, such

as derived parts in skeletal models, it is copied in

all other assembly levels, making it impossible to

replace or reuse instances where required.

By selecting the reference option, each individual

component reference can have its copy behavior

set independently.

Copy Design reference support

Changes to reference management means you are

now also able to copy models containing circular

references, such as derived parts or Autodesk®

AutoCAD® overlays, as well as non-CAD file types,

including attachments.

Replace with pending files

A new feature for use with skeletal modeling

techniques is the ability to replace components

with pending data. This means that files that will be

created as part of the copy process can be reused

throughout the structure.

When selecting Replace on a component, a

Pending Data option appears in the file dialog—

here you have access to the uncommitted new files

being created by copy operations elsewhere in the

model.

Once referenced into the operation, Vault will

create the new file and rebuild the new structure

with the selected file, like it would with any normal

replace operation.

Folder-based Copy Design

Based on user feedback, the new Copy Design

interface enables you to execute copy operations

based on folder location. After selecting your

data, you can create new folders, carry out file

operations based on the folder location, drag and

drop between folders, and use a visual method for

configuring the copy.

What’s new Autodesk® Vault 2015 R2

Copy Design

In addition to enabling a number of new

workflows, Copy Design also makes it

easier to manage file behavior with the

ability to apply auto-numbering schemes

and control properties and category

behavior.

Auto-numbering

The most frequently requested enhancement

for Copy Design was the inclusion of automated

numbering schemes, so you can apply Vault file

numbering schemes to the new copied files in one

operation.

You are now able to specify which schemes should

be available in Copy Design, and a simple approach

enables you to set schemes across all copied files.

Property management

By default, all new files will follow new file

assignment rules—part number equals file name,

configured new file category, lifecycle, and revision.

Special case overrides are now possible, enabling

you to maintain the source files category

properties for the new document, reset properties,

or set user-defined properties to blank.

Basic mapping capabilities have also been added to

enable iLogic reset and tracking original file name

and copy user.

Server-based Copy Design

The new command execution no longer requires

file transfer from server to client. The copy

operation is now completely handled on the server

with the new file structure repaired on the next

download operation, similar to move and rename

commands.

Copy Design drawing view

Another new workflow enablement is the Model

Copy and Drawing Copy options. By default, when

you add files to the copy operation only the models

are shown—drawings are linked in the background

and will follow the same behavior as the model,

inheriting the same new name and folder location.

By switching to drawing view, you can control

the drawing file behavior independently of the

model—managing the new file name, location, and

behaviors—making it easy to copy drawings with

links to the same model or reuse drawings linked to

a new version of the model.

What’s new Autodesk® Vault 2015 R2

Copy Design

The Copy Design interface has been

updated to enable simple control of the

new workflows and better aid you in the

configuration of the copy.

Copy Design interface

Configurable grid properties

Copy Design is now available as a separate window

and uses the standard Vault file grid, so you are

able to configure the displayed properties to suit

your requirements.

The main grid displays the current configuration

settings—including action applied to the original

file, the new file name, and new Copy Design

specific values, including:

• Component ID

• Component Qty

These two values enable users to identify individual

reference information (which reference the original

component and how many references exist or are

being created).

The main grid is also used to show the success or

failure of individual Copy Design operations once

the copy is complete.

Panels

Using the main grid, you can configure and run a

simple copy operation. In larger assembly

configurations or more complicated operations, you

can utilize the Copy Design panels to see alternate

views of the data being, find specific source

components, change the part number settings, or

get an overview of the results.

The panels provide a number of specific capabilities

aimed at providing a different approach to copy

configuration and additional tools to accomplish

the desired results.

Naming – Manage scheme assignment and modify

configurable numbering scheme values, including

the legacy No Scheme format with prefix and sux.

Where used – Review the source and destination of

specific components as part of the copy operation.

Action – Review current actions, change

component behavior, and check configuration

before execution.

Folder – The folder view enables you to execute

certain actions by folder content and review file

destination or new folder creation.

What’s new Autodesk® Vault 2015 R2

Vault Oce

In response to customer need for enhanced

non-designer capabilities in Vault Oce,

you now have the option to install a

modified thick client with additional

capabilities around document release and

change order participation.

The thin client has also been updated to

support the new Item BOM views.

Vault Oce thick client

The new Vault Oce thick client enables non-CAD

users to create and edit supporting project and

design data—and also includes additional

capabilities to view, batch print, send transmittals,

and even participate in some basic ECO activity and

approval processes.

The Vault Oce thick client connects to Vault

Workgroup and Vault Professional servers, although

it cannot be installed alongside an existing Vault

Client and does restrict a number of basic CAD

user capabilities. It permits users to modify non-

CAD files, folders, ECOs, and custom objects, and

provides read-only interaction with CAD files and

items.

With the Vault Oce thick client, users can use

Data Standard for non-CAD files and change life-

cycle states for CAD files and Items. They can also

create a job and update views with the Job

Processor. In addition, basic client customization

is permitted and users can create and manage

shortcuts and links, making it easier than ever to

collaborate across the extended organization and

incorporate non-CAD users in the engineering

release process.

Thin client

The Autodesk Vault thin client has had another

update to items that enables new access controls

and support for the Vault Explorer Item BOM views.

Users can now view all the Item version history or

revision history as they do with files.

The BOM view has been extended to support

partial BOM views, electrical reference designators,

additional BOM row properties, viewing of BOM

component grouping, and filter row types

permitted by the administrator.

Administrators can configure the BOM view in the

thin client to display ON, OFF, or Both Rows, as well

as allowing for access to both assigned and

unassigned item rows.

In addition to configuring the BOM view, admin-

istrators can configure item state-based access,

extending from hard coded Released/Effective to

align with the new consolidated released states for

items. If required, the administrator can limit user

access to latest item versions or “Tip” version only.

What’s new Autodesk® Vault 2015 R2

Autodesk, the Autodesk logo, AutoCAD, Revit, Autodesk Inventor, Inventor, and Buzzsaw are registered trademarks or trademarks of Autodesk,

Inc., and/or its subsidiaries and/or aliates 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 specifications and pricing at any time without

notice, and is not responsible for typographical or graphical errors that may appear in this document. © 2014 Autodesk, Inc. All rights reserved.

Integrations and Project Sync

The Autodesk Vault add-ins incorporate

collaboration-based enhancements around

open models in a mixed application

environment, as well as IFC enhancements

and updates to Project Sync, making it

more functional for sharing related project

data.

File open version support

The Vault 2015 R2 add-ins for Autodesk® Inventor®,

AutoCAD, and Autodesk® Revit® software now

enables users to default to the version of the

application that it was created in when opening

files from Vault Explorer. This ensures that the file

is opened by a compatible version and will not be

migrated to an incompatible database version—

important for group projects where multiple

versions of software may be in use.

IFC file support

Changes to IFC file type provides support for the

following workflows involving IFC files:

• Link currently open Revit model to IFC file in

Vault

• Save Revit model to Vault along with its linked

IFC file and the intermediate

cache/scaffolding files

• Open a Revit model from Vault and

download/checkout the related IFC file and

associated cache files

• Open an IFC file saved in Vault and import into

the Revit model

Project Sync

A small change to Project Sync supports pushing

related files from Vault to Autodesk® Buzzsaw®

software via Project Sync. A file and all of its

dependencies and attachments can be sent to

Buzzsaw with the Share to Buzzsaw command.