Transcript Class Summary

The Proper Care and Feeding of Your Vault
Younes Yammouri
Product Manager
© 2011 Autodesk
Class Summary
Learn how to prepare and load data into Autodesk® Vault from legacy systems
utilizing the new Vault Server side capability
© 2011 Autodesk
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
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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
rd
3
party PDM systems to the Vault
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Supported Applications and Recommended Utilities
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Supported Applications
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Autodesk Vault Workgroup, Collaboration and Professional 2012
 Autodesk Inventor 2011, 2012
 Autodesk AutoCAD 2009, 2010, 2011, 2012
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Recommended Utilities to be used
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Vault Data Transfer Utility
Autoloader
Design Assistant
Task Scheduler
DWGTrue View
Reference Manager
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Supported Data and Behaviors
Data
Behaviors
Security
Files
Categories
Windows
Authentication
Dependencies
Properties
History
Lifecycle
Attachments
Revision Scheme
Users & Groups
Roles Assignment
Folders & Structure
Links
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Data Transfer Process
Clean up and
prepare your
data
Incrementally
add data to an
existing Vault
Configure and
prepare the
Vault
environment
Validate the
imported
package
Extract and
restructure the
data from legacy
system
bulk load data
into the Vault
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Prepare and Clean up your data
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Preparing Your Data
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Backup your existing Database and
Filestore
Copy your Data to the Machine where
You will run the clean up process
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Disconnect network drives!
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Scan the Data
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Repair your Data
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Migrate Inventor Data if necessary
Scan
Repeat on
Additional
Data
Export a
Report for
any files you
can’t fix and
“Exclude”
Replace /
Find Missing
Files
Repair
Broken
“References”
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Scan Data – Tools Overview
Tool
Data
Comment
Reference 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
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Not found images – Wrong path issue – can be solved using Reference Manager
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DWG TrueView
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You can use DWG TrueView to recognize the DWG file version
Migrate DWG Files older than R12 to a current AutoCAD Version
© 2011 Autodesk
Inventor Data
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Autoloader Offline usage
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Install Autoloader only for scanning
proposal
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Use Autoloader to
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Scan files without Vault
 Scan from multiple machines
 Scan without network connection
Scan
“Folder” with
Autoloader
Repeat on
Additional
Data
Export a
Report for
any files you
can’t fix and
“Exclude”
Replace /
Find Missing
Files
Repair
Broken
Inventor
“References”
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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
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Most common errors
Most other issues will be resolved
by solving these
Sort By the “Status” Column
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Most errors typically sort to the
top of the list
File Can’t Be Found
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Locate using the “Last Known”
location or other methods
Iterate!
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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”
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Repair Broken Links
Second
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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?
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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
Repeat on
Additional
Data
Export a
Report for
any files you
can’t fix and
“Exclude”
Replace /
Find Missing
Files
Repair
Broken
Inventor
“References”
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Vault Configuration
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Get Your Vault Ready
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Create Categories and assign to the
necessary Object type (Files, Folders)
Create Properties
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Categories Assignment
Create Lifecycle Definition
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States, Transitions
 Categories Assignment
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Revision Scheme Definition
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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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New Capabilities
Vault Data Transfer Utility
SQL
ADMS
Bulk Load Data
Services (internal)
Web Services API
Server
Client
Insert Data into Vault application
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Bulk Load Data – Benefit
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High performance import capability
and transfer of original meta data
serve side
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Details
Import new files and meta data
based on specific data structure
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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
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Use the existing iteration in creating the
new associations
Different Iteration in the package
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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
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Vault Data Transfer Utility can read and consume the data within the XML
format:
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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
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Extract Users and Groups information from legacy system
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Users specific information like user name and assigned Roles, Groups and Vaults
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User Name, FirstName, LastName, Email
 Authentication, Access
 InGroup Name, InRole Name
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Groups specific information like Group name and assigned Groups Roles and Vaults
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Group Name, Authentication, Access
 InGroup Name, InRole Name
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Behaviors – Categories and Properties Definition
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Categories Definition
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Class, Name,
 Description, Color
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Properties Definition
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Name, BasicSearch
 Property Type
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Assignment
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Category Name and AssignmentType
 Default
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Behaviors – Lifecycle & Revision Scheme
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Lifecycle Definition
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Name and Description
 Category assignment
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State
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Name, Description
 Security (User, R, W, D)
 Control
 Comments
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Revision Definition
Revision Sequence
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Identifier for Files and Folders
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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
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Folder Information
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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
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Files Specific Information
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In which Folder the file reside
File permissions (ACL)
Files (revisions/versions)
Created User and Date
Assigned Behaviors
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Categories, Lifecycle, State,
 Revision etc.
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Files Properties (UDP)
 File associations for Inventor
using RefId
 File Attachments
 Folder links (Links Target Id)
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Command Line Utility
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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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Security (User
& Groups)
Behaviors
Bulk Load Data
Vault Server
Folders,
Subfolders
Files, History,
Dependencies
,
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Summary – Supported Data and Behaviors
Data
Behaviors
Security
Files
Categories
Windows
Authentication
Dependencies
Properties
History
Lifecycle
Attachments
Revision Scheme
Users & Groups
Roles Assignment
Folders & Structure
Links
© 2011 Autodesk
Extract Tool Example
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Tool Example to Extract and Prepare Data
Flexible Behaviors Mapping
Flexible Data Selection
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
History
Visualization Files
Category
Used Defined Props
State
Revision
System Properties
Document References
Attachments
Links
© 2011 Autodesk
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Tips and Tricks
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Summary
 Prepare
 Get
your Vault ready
 Extract
data
 Perform
 Live
your data
Import into Vault
demo
© 2011 Autodesk
© 2011 Autodesk