Autodesk AUTODESK VAULT PRODUCTS User manual

Autodesk®
Vault Family of Products
Manage your entire design.

2
Imagine finding design data in seconds. Sharing digital
prototyping information securely with team members across
the world. Knowing who revised designs—and when.
Stay In Control
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. It securely stores and manages data
in a central location, helping teams quickly create,
share, and reuse digital prototyping information.
With Autodesk®Vault Workgroup, Autodesk®Vault
Collaboration, and Autodesk®Vault Professional
you’ll spend less time chasing down files and more
time creating innovative designs.
Connect Your Teams
Enhance team productivity with support for team-
based design. The Autodesk Vault product line lets
you work closely with others on projects without
putting design data at risk. Multi-user functional-
ity lets you control access to design data so your
entire workgroup—from managers to engineers and
designers—can participate in the design process.
You track and manage all data related to each digital
prototype in one secure, central location. And
because the Vault product family integrates with
Autodesk design applications, it’s easier and faster
than ever to manage accurate data from concept
through manufacturing.
Improve Productivity
You don’t need to recreate the wheel. The Autodesk
Vault family of products includes tools that help you
reuse data and minimize rework, so you can develop
products faster. Instead of starting a complex model
or drawing set from scratch, use a similar digital
prototype as a starting point for a new design.
Vault Workgroup, Vault Collaboration, and Vault
Professional improves productivity with functions
designed to help you track, find, and organize data
quickly. Saved searches and shortcuts speed
up data search, while productivity tools let
you manipulate design files without breaking
application-specific links. And data organiza-
tion tools let you control indexing and access
across file types—so you can improve data
sharing and searching based on property sets.
Contents
Data Management for Workgroups ........ 3
Data Search and Reuse .............................. 4
Revision Control ........................................... 5
Simple Administration
and Configuration ........................................ 6
Autodesk Vault
Family of Products ...................................... 7
Learn More or Purchase ............................. 8
Control Revisions
Making changes doesn’t have to interrupt your
workflow—you can control design iterations from
within your design application. The Vault product
line captures the history of design concepts, so you
can push the boundaries of your work, or revert to
older revisions if needed. Then use the Vault family
of products to secure, release, and track data revi-
sions—granting team members access to only the
correct revisions of the files. With Vault Workgroup,
Vault Collaboration, and Vault Professional you
maintain control over the digital prototype as it
moves through the design and production process.
Data Management Tools
The Autodesk Vault family of products helps to
accelerate development cycles and optimize your in-
vestment in design data with features that help you
organize, manage, and track key design and release
management processes. An enhanced set of features
facilitates:
• Data management for workgroups
• Data search and reuse
• Administration and configuration
• Revision Control
Image courtesy of Wipaire, Inc.

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Connect Workgroups
Finish projects faster by enabling more engineers to
work on the digital prototype without overwriting
each other’s data.
Best-in-Class Integration with Autodesk
Design Software
Integrate the Autodesk Vault family of prod-
ucts with Autodesk design applications such
as Autodesk®Inventor®, AutoCAD®Electrical,
AutoCAD®Mechanical, and AutoCAD®software.
This deep integration makes it easier to manage
data associated with your digital prototype from
engineering through manufacturing—saving time
and helping to preserve data accuracy.
Data Management for Workgroups
Tool to Manage Microsoft Oce Documents
Vault Workgroup, Vault Collaboration, and Vault
Professional are fully integrated with Microsoft®
Oce®, including Oce 2007. As a result, it’s
simpler to manage all aspects of digital prototyping,
including specifications, calculations, and presen-
tations. Your entire workgroup can collaborate
on product development, which helps you get to
market faster.
Concurrent Design
Team members can work on a digital prototype
without overriding each other’s data thanks to
multiuser functionality. Team members check out a
design before making modifications, then check it
back in when they’re done. With everyone working
together, you can better balance resources, speed
projects to completion, and meet tight deadlines.
Vault Access for Nondesigning
Workgroup Members
Give every member of your team access to
Autodesk Vault Workgroup, Vault Collaboration,
and Vault Professional. Even non-CAD users
can add, review, and manage data relevant to
a digital prototype.
The Vault family of products improves team productivity
without disrupting natural design workflows.

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Preview Interactively with Autodesk
Design Review
Publish design data as DWF™ files so non-CAD
users can view, print, and mark them up using
Autodesk®Design Review software.
Quick and Simple Searching
Use a range of methods, such as saved searches
and shortcuts, to find and organize data. The Vault
product line minimizes the time it takes to find
information, so you can spend more time designing
and less time hunting for data.
Optimized Data Reuse
Save hours of design time—stop manually re-
creating or duplicating complex models and
drawing sets. The Vault product family lets you
copy a digital prototype—including all related files
and documentation—for use in a new design. It also
makes it easier to configure the files you want to
replace, reuse, or copy.
Productivity Tools for File Maintenance
Edit and manipulate design files without breaking
important application-specific links such as
AutoCAD xrefs or Autodesk®Inventor®file
relationships. By maintaining design integrity, you
save hours of manual cleanup work.
Immediate ‘Where Used’ Analysis
Understand the impact of a design change on
multiple projects—before you make it. Track
relationships between design files and view where
specific files are used in each project.
Improved Data Organization and Search
with Property Management
Control property indexing and access across
file types. Specify which rich attribute, text, and
property data embedded in design files is captured
and exposed for queries, filtering, and data
organization. Improve data sharing and quick and
accurate searching based on property sets.
Data Search and Reuse
Shorten product development time—don’t waste your work.
The Vault product family helps you find digital design data, and
reuse it whenever possible.

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Revision Control
Utilities to Batch-Plot Design Data
Create, manage, and reuse print or plot jobs for all
managed files. Autodesk Vault Workgroup, Vault
Collaboration, and Vault Professional fully support
watermarking and stamping, so you spend less time
on administrative tasks.
Design Concept Exploration
Capture the history of your design concepts with
the Vault product family. You can iterate new
ideas or revert to old ones, arriving at a final digital
prototype more quickly. Create labels or snapshots
that make it easier to reference and restore designs.
You have the potential to reduce the overhead,
errors, and lost data associated with manual backup
and copy methods.
Intuitive Revision Management
Audit and track the revision history of your data files
from a single location. Reduce the chance of design
and manufacturing errors by securely releasing and
tracking files throughout the design cycle, helping
make sure that team members access the correct
version of data.
Manage Data Security from Design Concept
to Retirement
Manage critical aspects of design data at every
stage of the lifecycle to control data security and
enforce property standards. Security management
helps you give the right people access to the
appropriate data at the appropriate time.
Keep control of revisions, from inside your design application.
Track changes and versions, helping to reduce manufacturing
and design errors and speed cycle times.

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Simple Data Loading
With the Autodesk Vault family of products,
it doesn’t take much eort to rapidly load
large quantities of design data and supporting
documentation. It’s easy and quick to gather,
analyze, prepare, and load data from Autodesk
Inventor software and AutoCAD software, plus
flat-file data such as PDF and TIFF files. You can
even detect and repair missing references and
remove duplicate files.
Easy Administration
Autodesk Vault Workgroup, Vault Collaboration,
and Vault Professional provide tools to manage your
Vault server, to help you experience maximum
uptime. Intuitive administrative tools make
server management easier even for those with
minimal IT knowledge.
Configurable Security and Access Control
Safeguard your designs with control over the
who, where, and when of data access. Secure
designs by folder or file—and restrict who can
change the lifecycle state or access a file in a
particular lifecycle state.
Support for Company Standardization
The Vault product family assists you in meeting
your company standardization goals. Use property
policies and automate file naming, data categories,
and behaviors. The Vault family of products
helps companies support standards such as
ISO 9000 and RoHS.
Simple Administration and Configuration
Deploy the Vault product family quickly to start enjoying the
benefits of eective data management right away.

7
Autodesk®Vault Workgroup
Autodesk®Vault Workgroup, part of the Autodesk
solution for Digital Prototyping, helps designs teams
easily create and share digital prototyping informa-
tion by securely organizing, managing, and tracking
data from a central location. Design teams can
administer access and control, allowing team-based
development across disciplines to quickly find and
track the when, why, and who of design changes.
Team-based collaboration helps users gain produc-
tivity without disruption to their natural design
workflows. In addition, Vault Workgroup delivers
revision and lifecycle control processes directly in
the design application, which can result in faster
cycle times and better-quality engineering data.
Autodesk®Vault Collaboration
Autodesk®Vault Collaboration, part of the
Autodesk solution for Digital Prototyping, has all of
the functionality in Autodesk Vault Workgroup and
includes an advanced toolset providing administra-
tors with the scalability needed to manage large
workgroups. Share engineering design data with
the shop floor using the included web client and
expose design related information to the extended
enterprise by publishing to Microsoft®SharePoint.
Multi-Site functionality enables companies to syn-
chronize design data among distributed workgroups,
extending the reach of the digital prototype to the
entire organization.
Autodesk®Vault Professional
Autodesk®Vault Professional software, securely
stores and manages engineering information,
design data, and documents – shortening the
design-to-manufacturing process. It helps design,
engineering and manufacturing departments col-
laborate and share digital prototyping information
with multisite tools to connect workgroups across
discrete locations. Take full advantage of advanced
functionality by giving design departments the tools
they need to track engineering change orders, man-
age bills of materials (BOMs) and promote earlier
collaboration through integration to manufacturing
business systems.
Autodesk Vault Family of Products
The Autodesk Vault product line, part of the Autodesk
Solution for Digital Prototyping, helps design, engineering, and
manufacturing workgroups manage the digital prototyping
process by helping users reduce time organizing files, avoid
costly mistakes, and more eciently release and revise
designs.
Functionality Autodesk®
Vault
Autodesk®
Vault
Workgroup
Autodesk®
Vault
Collaboration
Autodesk®
Vault
Professional
File Management Tools • • • •
Single Workgroup • • • •
Fast Searching • • • •
Autodesk CAD Integra-
tions • • • •
Data Reuse Tools • • • •
File Revision Control and
Lifecycles • • •
Automatic File Naming • • •
Access for Non-CAD
Users • • •
Utilities for Batch Plot-
ting • • •
File and Folder Security • • •
Reporting • • •
Server Based DWF Pub-
lishing • • •
Multi-Site Replication • •
Shop Floor ‘Query, View,
and Print’ Web Client • •
Bill of Material Manage-
ment •
Engineering Change
Management •
Coexist with Enterprise
Business Systems •
*AutoCAD®, AutoCAD®Mechanical, AutoCAD®Electrical and Autodesk®Inventor®include integrated data management with Autodesk Vault soft-
ware, a centralized application for workgroups that securely stores and manages work-in-progress design data and related documents.

Digital Prototyping for the Manufacturing Market
Autodesk is a world-leading supplier of engineering software,
providing companies with tools to experience their ideas before
they are real. By putting powerful Digital Prototyping technology
within the reach of mainstream manufacturers, Autodesk is
changing the way manufacturers think about their design
processes and is helping them create more productive workflows.
The Autodesk approach to Digital Prototyping is unique in
that it is scalable, attainable, and cost-eective, which allows
a broader group of manufacturers to realize the benefits with
minimal disruption to existing workflows, and provides the most
straightforward path to creating and maintaining a single digital
model in a multidisciplinary engineering environment.
Learn More or Purchase
Access specialists worldwide who can provide product expertise, a deep
understanding of your industry, and value that extends beyond your software.
To license Autodesk®Vault software, contact an Autodesk Premier Solutions
Provider or Autodesk Authorized Reseller. Locate a reseller near you at
www.autodesk.com/reseller.
Autodesk Learning and Education
From instructor-led or self-paced classes to online training or education
resources, Autodesk oers learning solutions to fit your needs. Get expert
guidance at an Autodesk Authorized Training Center (ATC®) site, access learning
tools online or at your local bookstore, and validate your experience with
Autodesk certifications. Learn more at www.autodesk.com/learning.
Autodesk Services and Support
Help accelerate return on investment and optimize productivity with companion
products, consulting services, and support from Autodesk and Autodesk
authorized partners. Designed to get you up to speed and keep you ahead of the
competition, these tools help you make the most of your software—no matter
what industry you are in. Learn more at
www.autodesk.com/servicesandsupport.
Autodesk Subscription
Autodesk®Subscription gives you immediate access to software upgrades and
exclusive access to service and support benefits designed to help you get the
most out of your Autodesk software. Learn more at
www.autodesk.com/subscription.
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Review and DWF are registered trademarks or trademarks of Autodesk, Inc., and/or its subsidiaries and/or aliates
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