Learning Autodesk Vault

Course details

Anyone who has an AutoCAD-based product can use Autodesk Vault for document and data management. With Vault, tracking the latest versions of a file or who last modified it is easy. Instead of complex naming conventions, Vault offers automatic version tracking.

This course concentrates on the administrative side of Vault Basic. Gordon Luckett shows how to install a Vault server on a central Windows Server, and install the Vault Basic client on a computer with AutoCAD. The server and client are used to track how AutoCAD DWG and other non-CAD files are added, searched, and checked in and out of Vault. Gordon also covers autoloading files to Vault, and backing up and restoring the system. The final chapter covers the premium features in Vault Professional, such as categories, rules, and revisions.

Learning objectives
Installing the Vault server and client
Organizing files and folders with Vault Basic
Adding files
Searching files
Setting up client administration settings
Connecting to Vault from AutoCAD
Checking files in and out
Autoloading files
Backing up and restoring Vault
Working with Vault Professional

Concepts

Introduction

Welcome
Using the exercise files

Understanding and Installing Audodesk Vault

Overview of Autodesk Vault
Installing the Vault server
Installing the Vault client

Using Vault Basic Client

Organization of files and folders
Adding files to Vault from the client
Using searches and search folders

Vault Client Administration

Vault settings
Global settings
Options

AutoCAD

Connecting to Vault
Check in and check out
DWG external references in Vault

Autoload Files

Loading files with Autoloader
Loading DWGs with Autoloader

Vault Server Administration

Components of the Vault server
Backup and restore Vault
Purge files

Vault Professional Only

Categories and rules
User-defined properties
Life cycles and revisions
Thin web client

Conclusion

Next steps