Contents
What's New in Autodesk Vault
Using Vault
Essential Vault Skills
Launch the Autodesk Vault Client
Log In and Log Out Vault
Manage the Working Folder
Add Files to a Vault
Open a File from Vault
Check Files and Folders into a Vault
Create a Folder in a Vault
Select Vault Location
Get/Checkout Files
Undo File Checkout
Manage Visualization Files
Configure Settings for Vault Operations
Refresh File from Vault (Add-ins Only)
Searching a Vault
Keyboard Shortcuts for Vault Commands
Autodesk Vault Icon Reference
Configure the Vault Environment
Manage Files and Folders in Vault
Copy Design
Label Files
Work with Revisions, Categories, and Lifecycles and States
Revise Files
Work with Vault Revision Tables (Add-ins Only)
Get Revision
Manage Lifecycles and States
Change Categories
Batch Plotting Files
Manage the Job Processor
Manage Vault Projects
Manage Properties
Work with Items, Change Orders, and Bills of Materials
Manage Items
Manage Change Orders
Manage Bills of Materials
Bill of Materials - Reordering
Bill of Materials - Exporting
Bill of Materials - Comparing
Bill of Materials - Autodesk Inventor and Manufacturing
Bill of Materials - Changing the Quantity of an Item
Bill of Materials - Adding a Row
Bill of Materials - Go to an Item
Bill of Materials - Removing a Row
Manage Custom Object Instances
Manage Ownership
Autodesk Vault Web Client
Web Client - Files Administration
Web Client - Items Administration
Web Client - Searching
Web Client - Printing
Web Client - Modify Display Attributes
Legal Notices
Understand and Use Vault Add-ins
Add-in-General
Add-in - AutoCAD
About Inventor Link File and Autodesk Vault
Attach from Vault in AutoCAD
Check In Settings
Command Line Commands
Context Menu Options
Details
Extracting File Properties
Generate File Number
Geospatial Properties Extraction and Indexing
Learn about the External References Palette with the AutoCAD Vault Add-in
Sheet Set Manager Integration
Understanding Sheet Sets and Vault
Working with Legacy Sheet Sets in Vault
Extract Sheet Set Properties
Working on an Offline Vaulted Sheet Set
Refresh Model Views in Sheet Set Manager
Add New Location from Vault
Toolbar Options
Using the AutoCAD Electrical Project Manager with the Vault Add-in
Using the AutoCAD Vault ARX
Add-in - Inventor
Generate File Number
Introduction to Data Cards
Learn About Data Mapping
Generate Data Mapping Reports
Manage Chart Elements
Map Report Data
The Vault Browser in Autodesk Inventor
Using Autodesk Inventor Libraries
View the Version History of a Part in Autodesk Inventor
Working with Level of Detail and Vault Files
Show Details in Inventor
Add-in - Revit
General Workflow for the Vault Revit Add-in
Restore a Revit Project File
Share Path
Add Sheets to a Vault
Autodesk Vault Office
Vault Add-in for Outlook
Project Sync
Administrator's Tasks
Autodesk Vault Server Administration Tasks
Manage Vaults and Databases
Backup and Restore a Vault
Attach and Detach Vaults and Databases
Create and Delete a Vault
Move a Vault or Database
Purge a Vault
Migrate a Database
Defragment a Database
Import and Export Vault Configurations
Manage the File Store
Manage Content Center Libraries
Manage Logs
Troubleshooting with Vault Server Log Files
Customize W3C Extended Logging
Manage Indexing
Manage Advanced Vault Server Settings
Manage Replication
Manage a Multi-Site Environment
Manage Workgroups
Manage Ownership
Manage Users, Groups, and Roles
Manage Roles and Permissions
Manage Users
Manage Groups
Link Domain Users and Groups
Import an Active Directory Domain User Account
Server Tasks
Perform Vault Maintenance
Command Line Server Console
Autodesk Online
Legal Notices
Client Administration Tasks
Learn About the Vault Administrative Dialogs
Administration - Files
Update File Status
Autodesk Inventor Project File for Vault Options
Enforcing the Working Folder
Enforcing Unique Files Names
Propagate Folder Permissions
Set Folder Membership
Manage Unique File Names
Remove File Reservation
Purging Versions
Deleting
Security Administration
Manage Security Overrides for Files, Folders, and Custom Objects
Manage Custom Object Security
Numbering Scheme Administration
Visualization Administration
Visualization Management
Publish Options
Revision Scheme Administration
Advanced Revision Table Configuration
Category Administration
Category Rule Administration
Lifecycle Definition Administration
Lifecycle Rules Settings (Items)
Lifecycle State Administration
Edit Lifecycle State Comments
Edit Lifecycle State Control
Edit Lifecycle State Security
Edit Lifecycle State Transitions
Lifecycle States (Items)
Configure Item Lifecycle Security
Properties Administration
Edit Property Values
Mapping Properties
Content Source Providers
Property Examples
Manage User-Defined Properties
Manage Change Orders Properties
Configuring Data Cards
Items Administration
Configure Visualization Watermark (Items)
Changing Item Numbers
Resolving ERP Import Conflicts
Importing Items
Configuring ERP
Exporting Items
E-mail ERP Import/Export Summary
ERP and Vault Professional
Change Order Administration
Manage Change Order Routing Definitions
Manage Users, Groups, and Roles
Manage Groups
Manage Users
Manage Roles and Permissions
Ownership Administration
Custom Objects Definition Administration
Configure E-Mail Notifications
Reports and Templates Administration
Customize the Landing Page
Job Server Administration
Manage the Job Processor
Manage the Job Server Queue
Submit Jobs to the Job Server
How Job Handlers are Loaded
Autoloader
Select Data Source
Duplicate Management
Scan Data
Log In and Out of a Vault from Autoloader
Map Vault Folders
Copy and File Redirection Progress
Specify Data Subsets
View the Upload Progress
Review the Results
Configure User Preferences
Sharepoint Site Administrator Tasks
Project Sync Administration
Autodesk Vault Installation Guide
Deployment Planning and Installation Requirements
Licensing
About Your Vault Installation
Vault Installation Pre-checks
ASP Status Check
DNS Connection Check
IIS RootDir Check
Operating System Check
Performance Counters Check
Reboot Check
Remote File Store Check
SQL Server Version Check
Disable User Access Control (UAC)
IIS Anonymous Authentication Check
Check IIS DotNet Interoperability
Known Firewall Check
Check Status of User Access Control
IIS AutodeskDM Existence Check
IIS Filter Check
IIS IP Address Check
IIS Default Port Check
IIS Timeout Check
Autodesk Vault Instance Existence Check
Default Proxy Settings Check
Port 80 Availability Check
File and Print Sharing Check
Autodesk Vault Database Check
Create User Check
ASPNET Account Permission Check
Autodesk Multi-Site Compliance Checks
Installing the Autodesk Vault Server
Autodesk Vault Server Quick Start Installation
Customize the Vault Server Installation
Learn About Microsoft Internet Information Services (IIS)
SQL Administration Tasks for Autodesk Vault
Install the Autodesk Vault Server
Configure Vault to Use a Proxy Server
Configure the Vault Server to Use a Fully Qualified Domain Name
Distributed Teams Installation
Decide on a Local or Remote SQL Database (Vault Collaboration and Professional Only)
What is a Multiple Site Environment
Install Vault Server on Additional Sites
Multi-Site Replication
About Connected Workgroups
Install the Autodesk Vault Client
Install the Vault Client
Customize the Autodesk Vault Client Installation
Add and Remove Features
Install Supporting Components
Install the Content Center
Microsoft Sharepoint Vault Integration
Project Sync Installation
Repair an Installation
Upgrading Autodesk Vault
Uninstall Autodesk Vault
Performance Enhancements
Legal Notices
Autodesk Network Administrator's Guide
Network Administration and Deployment
About Deployments
Planning a Deployment
Check Deployment Readiness
Determine the Installation Type
Determine the License Server Model
Configure Individual Products
Include Service Packs
Create a Network Share
Creating a Deployment
Create an Original Deployment
Modify a Deployment
Direct Users to the Administrative Image
Alternative Distribution Methods
Overview of Distribution Methods
Use Batch Files to Deploy the Program
Sample Installation Batch Files
Run Batch Files
Use Group Policies to Run a Deployment
Use Group Policies to Assign a Deployment to Computers
Verify a Group Policy Deployment
Use Microsoft SCCM to Deploy Products
Set Up a Source Directory for SCCM
Create the SCCM Software Installation Package
Distribute Products Using Imaging Software
Distribute Multi-Seat Stand-Alone Products
Distribute Network Licensed Products
Restore the Master Image
Clean a Master System and Restore the Operating System
Installation Questions
Licensing Questions
What is the difference between a stand-alone license and a network license?
What is the benefit of using a network licensed version of the software?
What is SAMreport-Lite?
Deployment and Networking Questions
Where should deployments be located?
When should I select all products for the administrative image, and can I add products later?
What are the profiles associated with user computer settings?
What happens if I choose to append or merge service packs?
Where can I check if service packs are available for my software?
How do I extract an MSP file?
How should I configure a network license server for a firewall?
Uninstall and Maintenance Questions
How can I see what is included in a default installation?
Is it possible to change the installation folder when adding or removing features?
How do I install tools and utilities after installing my product?
When should I reinstall the product instead of repairing it?
Do I need the original media to reinstall my product?
When I uninstall my software, what files are left on my system?
Glossary
Network Licensing Manager Guide
Introduction
License Types
Activation
Registration
Stand-Alone Licensing
Introduction to Stand-Alone Licenses
Multi-Seat Stand-Alone License
Manage Your Stand-Alone License
View Product License Information
Save License Information as a Text File
Update Your Serial Number
Transfer Your Stand-Alone License
About the License Transfer Utility
Export a License
Import a License
Troubleshoot a Stand-Alone License Error
Preserving a License When Hardware Changes
Reinstalling an Operating System
Changing the System Date and Time
Distributing a Software Image to Multiple Computers
Preserving a License on a Re-imaged Computer
Network Licensing
Planning Your Network Licensing
Understanding License Server Models
Single License Server Model
Distributed License Server Model
Redundant License Server Model
Windows System Requirements for the Network License Manager
Linux System Requirements for the Network License Manager
Mac OS X System Requirements for the Network License Manager
Understanding Your Network License
How Your License Works
Interpreting Your License File
License File Examples
Example of a License File Not Specific to a Product
Example of a License File for a Single or Distributed Server
Example of a License File for a Redundant Server
Example of a License File for Combined Autodesk Product Versions
Package License File Types and Examples
Example of a Package License File for a Single or Distributed Server
Example of a Package License File for a Redundant Server
Example of a Package License File for Combined Autodesk Product Versions
Losing Your Connection to the License Server
Running the Network License Manager
Install the Network License Manager
Obtain the Server Host Name and Host ID
Windows Command Prompt Procedure for Host Name and ID
LMTOOLS Procedure for Host Name and ID
Mac or Linux Terminal Window Procedure for Host Name and ID
Configure a License Server
Windows License Server Configuration Procedure
Mac OS X License Server Configuration Procedure
Linux License Server Configuration Procedure
Uninstall a Windows Network License Manager
Using Other Features of Network Licensing
License Borrowing
Borrow a License
BORROWLICENSE Command
Return a License
RETURNLICENSE Command
FLEXnet Configuration Tools
Windows Utilities for License Server Management
Stop and Restart the License Server
Windows License Server Restart Procedures
Mac OS X License Server Restart Procedures
Linux License Server Restart Procedures
Update FLEXnet from a Previous Version
Windows Procedures to Update FLEXnet
Mac OS X and Linux Procedures to Update FLEXnet
Set Up and Use an Options File
Create an Options File
Create a Report Log
Windows Procedure
Mac OS X or Linux Procedure
Configure License Borrowing with the Options File
Set Up License Timeout
Frequently Asked Questions about Network Licensing
What is the difference between a stand-alone license and a network license?
What is the benefit of using a network licensed version of the software?
How does the licensing process use the Internet?
Glossary
Developer Tools
Vault Mirror
Autodesk Vault Online
Legal Notices